Datarails FinanceOS
Query and analyze your company's consolidated financial data from Datarails FinanceOS.
Add to Claude (opens in new tab)Datarails FinanceOS connects Claude to your company's consolidated financial data — actuals, budgets, forecasts, and business metrics. Ask questions in plain language and get answers grounded in your live finance tables: discover your org's defined business metrics and check their health, aggregate and filter raw finance tables, profile data quality, look up FX rates and DR.GET Excel functions, and browse your company profile, filebox, and org structure. Built for FP&A teams, controllers, and CFOs who want their numbers at their fingertips. The connector is read-only — it never creates, modifies, or deletes financial data in Datarails.
Tools
- get_aggregation_result_by_alias
- get_aggregation_result_by_id
- get_company_profile_sections
- get_connector_status
- get_currency_rates
- get_data_by_alias
- get_data_by_id
- get_distinct_values_result_by_alias
- get_distinct_values_result_by_id
- get_fields_by_id
- get_org_users
- get_workflow_guide
- list_aliased_fields
- list_business_metrics
- list_company_profile_sections
- list_data_models
- list_filebox
- list_xl_functions
- profile_categorical_fields
- profile_numeric_fields
- start_aggregation_by_alias
- start_aggregation_by_id
- start_distinct_values_by_alias
- start_distinct_values_by_id
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