skills.rest
Datarails
DatarailsOFFICIAL
Explore all skills by this author →
WebsiteGitHub

dr-learn

Discover financial table schemas and generate client-specific configuration profiles.

3|3|Updated Feb 1, 2026
Search Tags:#data extraction#financial data#data discovery#schema analysis#profile generation#Datarails
One-click install
npx skills add https://github.com/Datarails/dr-claude-code-plugins-re --skill dr-learn
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: dr-learn
Source: https://github.com/Datarails/dr-claude-code-plugins-re/tree/main/skills/learn
Command: npx skills add https://github.com/Datarails/dr-claude-code-plugins-re --skill dr-learn

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes scripts (resource) and references (resource) components.

What problem does it solve?

This Skill automates the discovery of a client's financial data structure, including table schemas and field mappings, enabling seamless data extraction and analysis within the Datarails environment.

Core Features & Use Cases

  • Table Discovery: Identifies and lists available financial and KPI tables.
  • Schema Analysis: Analyzes table schemas to map essential financial fields (amount, date, scenario, accounts, etc.).
  • Profile Generation: Creates a client-specific profile that downstream skills like /dr-extract use for accurate data retrieval.
  • Use Case: When onboarding a new client, use this skill to automatically understand their data layout, saving significant manual configuration time.

Quick Start

Use the dr-learn skill to discover and profile your financial data structure.

Frequently Asked Questions about dr-learn

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I discover financial data structure for client onboarding?▼

To discover financial data structure during client onboarding, you can use a profiling skill to automatically identify available tables, analyze schemas, and map essential fields. This generates a client-specific configuration file for downstream data extraction tools.

How do I map essential financial fields across unknown database schemas?▼

Mapping essential financial fields across unknown schemas requires schema analysis to detect tables and identify columns like amount, date, and accounts. Automating this process creates a profile that ensures accurate financial data retrieval and extraction.

Do I need a Datarails Finance OS connector for schema analysis?▼

Yes, schema analysis requires the Datarails Finance OS connector for data access and schema introspection. This connector allows the profiling tool to list available financial tables and analyze their underlying structure.

What is the best way to automate client-specific profile generation for financial data?▼

The best way to automate client-specific profile generation is using a discovery tool that lists financial tables and maps fields. This creates a profile that downstream data extraction skills use for accurate retrieval, saving manual configuration time.

Can I use this schema analysis approach for KPI tables?▼

Yes, schema analysis can be used for KPI tables. The discovery process identifies and lists available financial and KPI tables, analyzing their schemas to map essential fields for accurate data extraction and reporting.

Why does financial data extraction require profile generation first?▼

Financial data extraction requires profile generation first because it creates a client-specific configuration defining the exact data layout. Downstream extraction tools use this profile to accurately retrieve fields and ensure data integrity.

Related Skills

Explore More Finance & Accounting Skills→
DatarailsDatarails
3

dr-tables

List and explore Datarails Finance OS tables with schemas and field values.

Official
Basic
yf8578yf8578
1

edgartools

Retrieve SEC EDGAR filings and extract financial data via API.

Community
Advanced
DatarailsDatarails
3

dr-extract

Extracts validated P&L, Balance Sheet, and KPI data from Datarails Finance OS into Excel workbooks.

Official
Intermediate
DatarailsDatarails
3

dr-anomalies-report

Generate an Excel anomaly detection report for financial data tables.

Official
Advanced