Claude Datarails FinanceOS connectorWhat Claude can do in your Datarails FinanceOS account.

Collects the result of an aggregation started earlier on a table named by its business alias. It is the second half of a pair: the query goes out first, the figures come back here.

Picks up the totals of an aggregation submitted on a table identified by its technical ID, once Datarails has finished computing them.

Returns the text of named sections from your company profile in Datarails. You name the sections; their titles come from list_company_profile_sections.

Reports whether the connector is switched on for your organization.

Gives your organization's current exchange rate snapshot, based on the US dollar. Claude can then convert an amount with the rates Datarails holds.

Brings back rows from a table you name by its business label, with the columns and filters you choose. Handy when nobody remembers the technical ID.

Returns rows from a table addressed by its ID, keeping only the columns and filters that matter. The technical twin of the alias lookup.

Hands back the list of different values found in a field, after a lookup started on a table referenced by alias.

Delivers the unique values of a field once the lookup is done, when the table was referenced by its identifier.

Describes a table's columns: their names, types and descriptions. Claude then knows what to ask for before it queries any rows.

Provides the list of organization users with their role and department. Datarails flags that it includes those people's names and email addresses.

Returns guidance written by Datarails for common analysis tasks, with no customer data in it. Datarails authors this material itself, so nothing from your own tables appears in it.

Shows a table's business-friendly field aliases along with what each field means. In other words, the readable names your team gave its columns, nothing technical.

Lists the KPIs and metric definitions your organization has set up in Datarails. They come back as your organization defined them, not as generic finance terms.

Lists the sections that make up your company profile, without their content. Use it before get_company_profile_sections, which then returns the text of the ones you name.

Lists the tables and data models your account is allowed to see.

Shows how the filebox is organized: folders, files, templates and lookup tables, by name and structure only.

Lists the named XL functions that Excel DR.GET formulas rely on. Only the function names come back; the workbooks themselves stay in Excel.

Profiles categorical fields with distinct counts and sample values. Like every data tool, it only covers tables your Datarails role lets you see.

Computes sum, average, minimum, maximum and count for numeric fields. As with the other data tools, Datarails checks each call against your role and permission groups.

Asks the server for a grouped aggregation on a table named by its business alias and returns a tracking handle. Datarails states this query stores nothing.

Kicks off a grouped aggregation (sum, count, average, min, max and similar) on a table identified by ID. The query runs server-side and keeps nothing.

Asks for the list of distinct values in a field of a table called by its business name. The answer is fetched in a second step.

Launches the search for a field's unique values on a table referenced by ID, for a deferred read of the result.