Datarails Table Discovery

Explore Finance OS tables - list available tables, view schemas, and understand data structure.

Workflow

Step 1: Verify Authentication

If any Datarails tool call fails with an authentication or connection error, tell the user to click the "+" button next to the prompt, select Connectors, find Datarails, and click Connect. Then STOP.

Step 2: Handle Request

List all tables (no arguments):

• Use mcp__datarails-finance-os__list_finance_tables
• Present tables in a formatted list with IDs and names
• Group by category if available

View specific table (with table_id):

• Use mcp__datarails-finance-os__get_table_schema to get columns and types
• Use mcp__datarails-finance-os__profile_table_summary for quick overview
• Present schema in a readable table format

Explore field values (with --field):

• Use mcp__datarails-finance-os__get_field_distinct_values
• Show unique values with counts
• Useful for understanding categorical data

Arguments

Example Interactions

User: "/dr-tables"

📊 Finance OS Tables

| ID    | Name                    | Rows    |
|-------|-------------------------|---------|
| 11442 | GL Transactions         | 125,432 |
| 11443 | Budget Data             | 8,291   |
| 11444 | Vendor Master           | 1,847   |
...

User: "/dr-tables 11442"

📋 Table: GL Transactions (ID: 11442)

Rows: 125,432 | Columns: 24 | Last Updated: 2024-01-15

Schema:
| Column          | Type      | Nullable | Description          |
|-----------------|-----------|----------|----------------------|
| transaction_id  | INTEGER   | No       | Primary key          |
| account_code    | VARCHAR   | No       | GL account number    |
| amount          | DECIMAL   | No       | Transaction amount   |
| posting_date    | DATE      | No       | Date posted          |
...

User: "/dr-tables 11442 --field account_code"

🔍 Distinct Values: account_code (Table 11442)

Found 156 unique values:

| Value      | Count  | % of Total |
|------------|--------|------------|
| 4000-100   | 12,543 | 10.0%      |
| 4000-200   | 8,291  | 6.6%       |
| 5100-300   | 7,892  | 6.3%       |
...

Tips

• Use this skill first when starting analysis to understand available data
• Table IDs are needed for other skills like /dr-profile and /dr-anomalies
• Check distinct values to understand categorical field cardinality
• The profile summary gives a quick data quality overview

Related Skills

• Connect via Connectors UI
• /dr-profile - Deep profiling of numeric and categorical fields
• /dr-anomalies - Detect data quality issues
• /dr-query - Query specific records