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datarails-excel-agent

Datarails operations on the OPEN Excel workbook. Use this whenever — in Excel — the user wants to refresh / recalculate / update the Datarails numbers, drill down or break down a cell, add or insert a DR.GET function, create a dynamic range, evaluate or read what a DR.GET cell returns, publish to a dashboard, connect the workbook, or submit. Runs through the Datarails Excel Add-In via the hidden __dr_agent bridge sheet — this is "the agent". NOT the datarails-finance-os MCP connector — the connector answers org-data questions (list tables/models/fields, aggregations, distinct values, metrics, org users, FX) and stays correct even while a workbook is open; use THIS skill only to act on the open workbook. Trigger phrases: "refresh", "recalculate", "update the numbers", "drill into this", "what's behind this cell", "add a function", "DR.GET", "publish", "submit".

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Datarails/dr-claude-code-plugins-re

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