Dr Profile

Datarails Table Profiling

Field-level statistics for Finance OS tables. The MCP profile tools are thin — they return only the basic aggregates listed below. Everything richer (percentiles, std dev, outlier flags, null rates, cardinality interpretation) is computed by this skill, not the tool. State the provenance of every number you present.

Tool reality check

What the tools do NOT return: median, std dev, variance, percentiles, mode, distribution shape, outlier flags, per-value frequency for categorical fields, null counts. The skill derives these.

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).

Async fetch — aggregations and distinct values run as start → poll. start_aggregation_by_id/_by_alias and start_distinct_values_by_id/_by_alias take the same arguments as the retired blocking calls (dimensions/metrics/filters; table id + field id, or alias + field alias) and return immediately with {"status": "pending", "handle": {...}}. Echo that handle back verbatim to the matching get_aggregation_result_by_* / get_distinct_values_result_by_* tool: a {"status": "running", "retry_after_seconds": N} response means poll again with the same handle after ~N seconds (≈5s) — it is not an error, and large jobs may take several polls; when ready, the result arrives in the familiar shape (for distinct values, pass limit to the result tool). An expired/unknown-handle error means restart with the start_* tool. Transitional fallback: if the start_* tools aren't available on the connector (older server), the blocking twins get_aggregated_data_by_* / get_distinct_values_by_* still work with the same arguments.

Truncated results. Any data tool may return {"data": [...], "truncated": true, "total_rows": N, "returned_rows": M, "guidance": "..."} when the result exceeds the response size limit (~50 KB). The data prefix is incomplete — never compute totals, shares, or trends from it, and never present it as the full result. On aggregations the top-level totals field is unaffected by truncation (computed across all groups, not just the returned prefix) — read grand totals from it instead of re-fetching. Narrow the query (fewer dimensions, more filters, fewer selected columns — or a business metric for a named KPI) and re-fetch only when the rows themselves are needed beyond the cap; with totals present, a SUM/COUNT/MIN/MAX grand total never requires a re-fetch or chunking by dimension (AVG, COUNT_UNIQUE and UNIQUE_VALUES never read totals — true average = SUM total ÷ COUNT total from two calls; true distinct count = the distinct-values tools). A truncated response without totals (pre-rollout cache) cannot answer a grand-total question from its prefix. Re-run the aggregation once — a fresh run may miss the stale entry and return totals. If the re-run still carries no totals, stop re-running and fall back to narrowing or chunking by dimension until the responses are complete, then sum those rows. Never total the prefix.

Step 2: Resolve the table, then gather baseline aggregates

If you already identified this table and its fields earlier in THIS conversation, reuse them. Discovery is cheap but not free.

1. Resolve the table. If you were handed a name/alias rather than a numeric id, call list_data_models first — each entry carries both the numeric id (for the by-id tools) and the alias (for the by-alias tools; empty when a table has no alias). Prefer the alias path when an alias exists.

2. Field schema. If the table has an alias, list_aliased_fields(<alias>) (business-friendly aliases); otherwise get_fields_by_id(<table_id>) (capture each field's numeric id — the by-id tools address fields by id).

3. profile_numeric_fields(table_id) — per-field SUM/AVG/MIN/MAX/COUNT.

   Reading the profiling response. The response is not a labeled per-field dict — it arrives in the backend-native aggregate layout (DR_Values / col_keys / row_keys arrays), with values possibly duplicated per stat and no aggregator label attached to individual values. Inspect the keys and map every value to its statistic via those keys before labeling anything. NEVER present a number as MIN/MAX/AVG/COUNT without confirming which key it belongs to — mislabeling here (e.g. calling a MAX an AVG) silently corrupts every downstream derivation. If the mapping is ambiguous, cross-check ONE field with a direct start_aggregation_by_alias / …_by_id call → poll the matching get_aggregation_result_by_* (handle) until ready (async-fetch pattern) — MIN and MAX in two separate calls (one aggregation per field per call) — and use that to anchor the interpretation before deriving outliers or ranges from it.

4. profile_categorical_fields(table_id, fields=[...]) — always pass an explicit fields list of business dimensions chosen from the field schema discovered in item 2 (account-hierarchy levels, scenario, entity/department-like fields, dates). Called without fields, the tool defaults to the table's upload/mapping metadata columns (tab/label/user/mapper-style bookkeeping fields) — profiling those tells the user nothing about their data. Never call it bare. The tool also silently drops fields beyond 5 per call. Use this to get distinct counts and sample values.

5. For per-value frequency or null counts: start_aggregation_by_alias (or …_by_id) grouping by the field with COUNT as the metric → poll get_aggregation_result_by_alias / …_by_id (handle) until ready (async-fetch pattern).

6. For the full distinct-value list of a single field: start_distinct_values_by_alias(<alias>, <field_alias>) (or start_distinct_values_by_id(<table_id>, <field_id>)) → poll get_distinct_values_result_by_alias / …_by_id (handle, limit) until ready (async-fetch pattern). If a distinct call errors, fall back to sampling rows via get_data_by_alias / get_data_by_id (small limit, project just that field) and dedupe.

Alias coverage is per field, not per table. A table having an alias does not mean its fields are aliased — real orgs often expose only a handful of aliased fields (e.g. ~5 of ~185 on a mapped financials table), and the load-bearing fields (amount, scenario, account groups, dates) are frequently not among them. Treat the alias/by-id choice per field: get_fields_by_id(<id>) returns every field with its numeric id and its alias (empty if none). Address a field by alias (via the *_by_alias tools) when it has one, else by numeric id (via the *_by_id tools). By-id always works — never abandon the query because the aliased set is thin.

Step 3: Derive richer stats client-side

Range / outlier flags (numeric)

• From the profile_numeric_fields call you have MIN, MAX, AVG, COUNT — each mapped to its statistic via the response keys (the reading rule in Step 2). Do not derive bands from an unmapped or ambiguous value.
• Approximate spread = MAX - MIN; flag values beyond [AVG - spread, AVG + spread] as out-of-band candidates. This is a coarse substitute for |z| > 3 — true std dev is not available.
• These are table-level data statistics, not financial figures. The whole-history scan deliberately mixes all dates and all scenarios — it profiles the data (distribution, nulls, cardinality), and truncating the window would hide exactly the out-of-range values a profile exists to surface. Never present a profiled SUM/AVG as a P&L number (the CLAUDE.md period-scoping rule applies to financial reporting, and this output is labeled accordingly); when the user wants a business-meaningful statistic, re-run the aggregation with an explicit scenario + date-range filter and label that window.
• These bands are computed over the table's WHOLE history (no period scope). /dr-anomalies computes the same band scoped to the latest complete fiscal year, so the two will report different counts — label the window in the output.
• Pooling scenarios widens the bands — say so, and offer to split. On a table carrying plan and actuals rows together, MAX - MIN spans both, so the band is wider than any single scenario's and a real actuals outlier can fall inside it. State which scenarios the profile pooled (discover them via distinct values of the scenario-like field — never assume a name exists), and when the numbers matter, re-run per scenario by adding the scenario field as a grouping dimension or filtering to one value.
• To surface the specific flagged rows you can filter directly: get_data_by_alias(<alias>, select=[...], filters=[{"name": <amount_alias>, "values": {"type": "advanced", "val": [{"condition": "gt", "value": "<upper_band>"}]}}]) (or the by-id twin, or an or-chained lt for the low tail). Advanced comparison filters are supported.
• For tighter bounds, call start_aggregation_by_alias (or …_by_id) with the numeric field bucketed into deciles or sign×magnitude buckets → poll get_aggregation_result_by_* (handle) until ready; the per-bucket row counts give a usable distribution shape.

Percentiles (numeric)

• Not returned by the tool. Approximate via start_aggregation_by_alias (or …_by_id) with a sign×magnitude bucketing of the numeric field → poll get_aggregation_result_by_* (handle) until ready; cumulative row counts across buckets give approximate P25/P50/P75/P95.
• If the user needs exact percentiles, say so honestly: the only way is to pull every value (get_data_by_alias / get_data_by_id page at ≤500 rows/page), which is rarely the whole table.

Null counts and rates

• start_aggregation_by_alias (or …_by_id) with the field as a dimension → poll get_aggregation_result_by_* (handle) until ready — surfaces the null/blank bucket alongside named values; divide its COUNT by the total to get the rate. (Or filter directly with an advanced is null condition.)

Per-value frequencies (categorical)

• profile_categorical_fields returns a sample of values but no counts. Get counts via start_aggregation_by_alias (or …_by_id) grouped by the field → poll get_aggregation_result_by_* until ready.

Cardinality interpretation

• Compute distinct_count / total_rows. Conventional bands: < 0.001 very low, < 0.05 low, < 0.5 medium, ≥ 0.5 high. High cardinality on a column that should be a key (or that should be a dimension table) is worth flagging.

Step 4: Present results

When showing derived statistics, annotate which tool call sourced the inputs. Always be honest about which numbers are exact (returned by the tool) versus approximated (computed by this skill from bucketed aggregates).

Arguments

Example Interactions

(Illustrative — table ids, field names, and figures below are invented; your org's tables, fields, and values will differ. Stat annotations like (tool: MIN, MAX) are only legitimate after key-mapping the DR_Values/col_keys/row_keys response per the reading rule in Step 2 — the tool itself does not label values.)

User: "/dr-profile 999901"

The narrative below is the target presentation. Annotate every line with its source so the user can re-derive it.

📊 Profile: GL Transactions (ID: 999901)

═══════════════════════════════════════════════════
📈 NUMERIC FIELDS (8 columns)  (from profile_numeric_fields)
═══════════════════════════════════════════════════

amount
├── Range: -1,250,000 to 8,750,000     (tool: MIN, MAX)
├── Mean: 45,231                        (tool: AVG)
├── Count: 125,432                      (tool: COUNT)
├── Null rate: derived from start_aggregation_by_alias → poll
│   get_aggregation_result_by_alias (dimensions=[amount],
│   count null bucket / total) → 0%
├── Range-band outliers: 127 values outside [AVG±spread]
│   (skill heuristic, not z-score; std dev unavailable)
└── Decile bucketing: see start_aggregation_by_alias(amount, deciles)
    → get_aggregation_result_by_alias for an approximate distribution.

quantity
├── Range: 0 to 10,000                  (tool)
├── Mean: 125                           (tool)
├── Null rate: 0.98% (derived from aggregate)
└── Distribution: see start_aggregation_by_alias → result poll for buckets.

═══════════════════════════════════════════════════
📋 CATEGORICAL FIELDS (5 of 16 — tool caps at 5)
═══════════════════════════════════════════════════

account_code  (156 distinct, from profile_categorical_fields)
├── Sample values: 4000-100, 4000-200, 5100-300, ...
├── Frequencies: derived from start_aggregation_by_alias → result poll
│   Top: 4000-100 (10.0%), 4000-200 (6.6%), 5100-300 (6.3%)
└── Cardinality: 156 / 125,432 = 0.12% → LOW (skill interpretation)

department  (12 distinct)
├── Top: Sales (35%), Marketing (22%), Operations (18%)
├── Null rate: 0.71% (derived from aggregate)
└── Cardinality: VERY LOW (12 / 125,432 = 0.01%)

vendor_id  (45,231 distinct → HIGH CARDINALITY ⚠️)
├── Cardinality: 36% — likely a key or dimension reference.
├── Null rate: 1.87% (derived)
└── Recommendation (skill): consider whether vendor_id should be
    joined against a vendor master.

Note: profile_categorical_fields only returns 5 fields per call.
The remaining 11 categorical fields were not profiled in this run —
re-invoke with --fields a,b,c to cover them.

User: "/dr-profile 999901 --numeric"

📈 Numeric Profile: GL Transactions

Source: profile_numeric_fields(999901) for MIN/MAX/AVG/COUNT;
        start_aggregation_by_alias → get_aggregation_result_by_alias
        per field for null rates and decile distributions.

| Field     | Min    | Max     | Mean    | Count   | Null %  | Out-of-band |
|-----------|--------|---------|---------|---------|---------|-------------|
| amount    | -1.25M | 8.75M   | 45,231  | 125,432 | 0%      | 127 (skill) |
| quantity  | 0      | 10,000  | 125     | 124,198 | 0.98%   | 23 (skill)  |
| unit_cost | 0.01   | 15,000  | 89.50   | 125,432 | 0%      | 45 (skill)  |

"Out-of-band" uses the range heuristic, not std dev. For tighter
bounds on a specific field run /dr-profile 999901 --field <name>.

User: "/dr-profile 999901 --field amount"

📊 Field Profile: amount (GL Transactions)

Source: profile_numeric_fields(999901) +
        start_aggregation_by_alias(<alias>, dimensions=[amount-bucket], COUNT)
        → poll get_aggregation_result_by_alias(handle) until ready

Type: DECIMAL                          (schema)
Tool-provided stats:
├── Count: 125,432
├── Min: -1,250,000
├── Max: 8,750,000
├── Mean (AVG): 45,231.45
└── Sum: 5,672,541,330.00

Skill-derived (from bucketed aggregate):
├── Null rate: 0%
├── Approximate percentiles (sign × magnitude buckets):
│   P25 ≈ 5,000   P50 ≈ 12,500   P75 ≈ 35,000   P95 ≈ 250,000
├── Distribution: right-skewed (small values dominant, long
│   positive tail).
└── Range-band outliers: 127 values outside [AVG ± (MAX-MIN)].
    115 above, 12 below. This is a coarser flag than a true
    z-score test because std dev is not returned by the API.

💡 Recommendation: Investigate the 127 flagged transactions.
   Workflow:
   1. Fetch the flagged rows directly with an advanced comparison
      filter: get_data_by_alias(<alias>, select=[...], filters=[{"name":
      <amount_alias>, "values": {"type": "advanced", "val": [{"condition":
      "gt", "value": "<upper_band>"}]}}]) (or the by-id twin; or-chain a
      `lt` for the low tail).
   2. Or bucket the field via start_aggregation_by_alias (group by
      sign and order-of-magnitude; poll get_aggregation_result_by_alias
      until ready) to surface specific values, then hand
      them to /dr-query for deeper investigation.

Data Quality Indicators

Tips

• Profile before running /dr-anomalies so you understand the baseline.
• A high null rate (>5%) usually points to a data-collection problem.
• High cardinality on a non-key column may indicate a missing dimension table.
• "Out-of-band" flags from this skill are heuristic — verify against business rules before treating them as errors.
• Be explicit when answering: "MIN was returned by the tool; P25 is approximated from a bucketed aggregate."
• Never label a profiling number MIN/MAX/AVG/COUNT until you've mapped it via the response keys; when unsure, anchor with one aggregation start→poll cross-check (start_aggregation_by_* → get_aggregation_result_by_*; MIN and MAX in separate calls).
• Never call profile_categorical_fields without fields — the bare call profiles upload/mapping metadata columns, not business data.

Related Skills

• /dr-tables — discover available tables and call start_aggregation_by_alias → get_aggregation_result_by_alias
• /dr-anomalies — same client-side computation pattern, focused on data-quality findings
• /dr-query — fetch specific rows once you know the IDs