Datarails FinanceOS (Claude)
Query and analyze your company's consolidated financial data from Datarails FinanceOS.
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.
Features
Category
Open the Claude listing: https://claude.com/marketplace/connectors/datarails-financeos. Choose Add to Claude and follow the publisher’s setup instructions. The published connector URL is https://mcp.datarails.com/mcp. Sign-in: Required. Publisher documentation: https://support.datarails.com/hc/en-us/articles/25849710214556-Datarails-FinanceOS-MCP-Server-Technical-Documentation. Availability depends on your plan, region, and workspace settings. This integration has not been authenticated or functionally tested here.
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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