Agent skill
dr-query
Query Datarails Finance OS tables with filters. Fetch specific records, get samples, or run custom queries for investigation.
Install this agent skill to your Project
npx add-skill https://github.com/majiayu000/claude-skill-registry/tree/main/skills/other/other/query
SKILL.md
Datarails Data Query
Query Finance OS tables - fetch records by filter, get samples, or run custom queries.
Workflow
Step 1: Verify Authentication
If any tool call fails with an authentication or connection error, guide the user to connect via the Connectors UI ("+" > Connectors > Datarails > Connect).
Step 2: Understand the Request
- Sample data: Use
get_sample_records(max 20 rows) - Filtered records: Use
get_records_by_filter(max 500 rows) - Custom query: Use
execute_query(max 1000 rows)
Step 3: Execute and Present
Format results as a readable table. Highlight any notable patterns.
Arguments
| Argument | Description |
|---|---|
<table_id> |
Required - the table to query |
[filter] |
Filter expression (see syntax below) |
--sample |
Get random sample (default 20 rows) |
--limit N |
Limit results (max 500 for filters, 1000 for queries) |
--sql |
Treat filter as raw SQL-like query |
Filter Syntax
Basic equality:
field = "value"
field = 123
Comparison:
amount > 1000
amount >= 1000
amount < 5000
posting_date > "2024-01-01"
Multiple conditions:
amount > 1000 AND department = "Sales"
status = "active" OR status = "pending"
IN list:
account_code IN ("4000-100", "4000-200", "4000-300")
NULL checks:
vendor_name IS NULL
vendor_name IS NOT NULL
Pattern matching:
description LIKE "%adjustment%"
account_code LIKE "4000-%"
Example Interactions
User: "/dr-query 11442 --sample"
📋 Sample: GL Transactions (20 random records)
| transaction_id | account_code | amount | posting_date | department |
|----------------|--------------|-----------|--------------|------------|
| 45231 | 4000-100 | 12,500.00 | 2024-01-15 | Sales |
| 67892 | 5100-200 | -3,200.00 | 2024-01-14 | Operations |
| 23456 | 4000-300 | 45,000.00 | 2024-01-13 | Marketing |
...
Showing 20 of 125,432 total records
User: "/dr-query 11442 amount > 100000"
📋 Query Results: GL Transactions
Filter: amount > 100000
| transaction_id | account_code | amount | posting_date | vendor_name |
|----------------|--------------|-------------|--------------|-----------------|
| 89234 | 4000-100 | 2,150,000 | 2024-01-10 | Acme Corp |
| 12345 | 4000-200 | 1,800,000 | 2024-01-08 | Global Supply |
| 34567 | 5100-100 | 850,000 | 2024-01-05 | Tech Partners |
...
Found 127 records matching filter (showing first 100)
Use --limit 500 to see more results
User: "/dr-query 11442 department = 'Sales' AND amount > 50000 --limit 50"
📋 Query Results: GL Transactions
Filter: department = 'Sales' AND amount > 50000
Found 234 records (showing 50)
| transaction_id | account_code | amount | posting_date | vendor_name |
|----------------|--------------|-----------|--------------|-----------------|
| 45231 | 4000-100 | 125,000 | 2024-01-15 | ABC Company |
...
User: "/dr-query 11442 --sql SELECT account_code, SUM(amount) as total FROM table GROUP BY account_code ORDER BY total DESC"
📋 Custom Query Results
| account_code | total |
|--------------|----------------|
| 4000-100 | 45,231,000.00 |
| 4000-200 | 32,150,000.00 |
| 5100-300 | 28,750,000.00 |
...
Returned 156 rows
User: "/dr-query 11442 posting_date > '2024-01-01' AND vendor_name IS NULL"
📋 Query Results: GL Transactions
Filter: posting_date > '2024-01-01' AND vendor_name IS NULL
Found 892 records with missing vendor_name since Jan 1
| transaction_id | account_code | amount | posting_date | vendor_id |
|----------------|--------------|-----------|--------------|-----------|
| 56789 | 4000-100 | 5,000.00 | 2024-01-12 | V-1234 |
...
💡 Note: These records have vendor_id but missing vendor_name
Consider joining with vendor master table
Filter Object Format (API)
When using get_records_by_filter programmatically:
{
"status": "active", // Equality
"amount": {">": 1000, "<": 5000}, // Range
"account_code": {"in": ["A", "B"]}, // IN list
"vendor_name": {"is_null": true}, // NULL check
"description": {"like": "%adj%"} // Pattern
}
Limits
| Method | Max Rows | Use Case |
|---|---|---|
get_sample_records |
20 | Quick data inspection |
get_records_by_filter |
500 | Investigation queries |
execute_query |
1000 | Complex aggregations |
Tips
- Start with
--sampleto understand data format - Use filters to investigate anomalies found by
/dr-anomalies - For aggregations, use
--sqlwith GROUP BY - If you need more than 500 rows, consider profiling instead
Related Skills
/dr-tables- Get schema before querying/dr-anomalies- Find issues to investigate/dr-profile- Statistical analysis
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