# Datarails FinanceOS agent skills for Claude Code, Cursor and RevampKey

> Ready-made Datarails FinanceOS playbooks for AI agents: find the right Datarails data before you analyse it, check the inputs behind a Datarails FinanceOS figure, build a month-end metric pack from Datarails FinanceOS. Free SKILL.md files for Claude Code, Cursor and Codex, or one click in RevampKey.

## Skills

- [Use Datarails FinanceOS well with AI](https://revampkey.com/marketplace/datarails-financeos/skills/essentials.md): Guides an AI assistant to confirm the organization and environment, choose the right read tool, aggregate rather than pulling raw rows, and handle permission and sign-in errors. It reads data only and asks before any change to scope.
- [Find the right Datarails data before you analyse it](https://revampkey.com/marketplace/datarails-financeos/skills/data-model-discovery.md): Maps which models, fields, dimensions and metrics in Datarails FinanceOS can answer a question, and checks them against a total you trust before any analysis. It is read-only and asks before switching environments.
- [Check the inputs behind a Datarails FinanceOS figure](https://revampkey.com/marketplace/datarails-financeos/skills/filebox-and-currency-check.md): Audits the fileboxes and currency rates behind a number before it is quoted, checking rate dates, bases and source file freshness, and flags anything stale or missing. It is read-only and changes no files or rates.
- [Build a month-end metric pack from Datarails FinanceOS](https://revampkey.com/marketplace/datarails-financeos/skills/month-end-metric-pack.md): Assembles the recurring management KPI pack from your Datarails data, with consistent definitions, one currency basis and a data-as-of date on every figure. Read-only: it reports and does not publish or change anything in Datarails.
- [Explain variances in Datarails FinanceOS](https://revampkey.com/marketplace/datarails-financeos/skills/variance-review.md): Works out why actuals differ from budget, forecast or last period, ranks the drivers by size and states what remains unexplained. Read-only, and it asks before switching accounts or environments.

## Install

- RevampKey: connect Datarails FinanceOS at https://revampkey.com/marketplace/datarails-financeos; the skills come with it.
- Any Agent Skills tool, into the current project:

```bash
for s in essentials data-model-discovery filebox-and-currency-check month-end-metric-pack variance-review; do
  curl -fsSL --create-dirs -o .agents/skills/datarails-financeos-$s/SKILL.md https://revampkey.com/marketplace/datarails-financeos/skills/$s/SKILL.md
done
```

### What is a Datarails FinanceOS agent skill?

A SKILL.md file: a short playbook an AI agent loads when your request matches it. Each Datarails FinanceOS skill describes one job, which Datarails FinanceOS tools to use in which order, what to check first and when to stop and ask you.

### Do the Datarails FinanceOS skills change anything on their own?

5 of the 5 only read. The others tell the agent to show you the change and wait for a yes before it creates, edits or deletes anything in Datarails FinanceOS.

### Which tools can use these skills?

Any agent that reads the open Agent Skills format: Claude Code, Cursor, Codex, VS Code with Copilot and RevampKey. In RevampKey they are attached when you connect Datarails FinanceOS; elsewhere you copy the folders into your project or skills directory.

### Do I need the Datarails FinanceOS MCP server too?

Yes. The skills tell the agent how to do the work; the Datarails FinanceOS MCP server gives it the tools to do it. The Datarails FinanceOS MCP setup guide covers every client.

MCP setup guide: https://revampkey.com/marketplace/datarails-financeos.md