# Dr Extract

> Extract validated financial data from Datarails Finance OS to Excel. Creates workbooks with P&L, Balance Sheet, KPIs (including ARR), and validation checks.

- Skill: `majiayu000/dr-extract` (Agent Skill, multi-file: 2 files)
- Install (CLI): `npx skillmds@latest add majiayu000/dr-extract`
- Raw SKILL.md: https://api.skillmd.com/api/skills/majiayu000/dr-extract/raw
- Safety review: pending (external: skill-scanner PASS, skillspector PASS)
- Works with: Claude Code, Claude.ai, OpenAI Codex
- Category: Data & Analytics
- Author: majiayu000 (https://skillmd.com/u/majiayu000)
- Updated: 2026-09-09
- Page: https://skillmd.com/skills/majiayu000/dr-extract

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# Datarails Financial Data Extraction

Extract validated financial data from Finance OS to Excel workbooks with:
- **P&L Data**: Revenue, COGS, Operating Expenses by month
- **KPI Data**: ARR, Net New ARR, Churn, LTV, Revenue by quarter
- **Validation**: Cross-checks between P&L and KPI tables

## Arguments

| Argument | Description | Default |
|----------|-------------|---------|
| `--output <file>` | Output filename | `tmp/Financial_Extract_YYYY.xlsx` |
| `--scenario <name>` | Primary scenario | `Actuals` |
| `--year <YYYY>` | Calendar year to extract | Current year |

## Workflow

### Step 1: Verify Connection

If any Datarails tool call fails with an authentication or connection error, tell the user:

> The Datarails connector isn't connected. Click the **"+"** button next to the prompt, select **Connectors**, find **Datarails**, and click **Connect**.

Then STOP — do not retry until the user has reconnected.

### Step 2: Run Extraction via MCP Tool

Call the `extract_financials` MCP tool with the parsed arguments:

```
Use: extract_financials
Arguments:
  year: <parsed year, default current year>
  scenario: <parsed scenario, default "Actuals">
  output_path: <parsed output, or omit for default>
```

The tool handles:
- Loading the client profile for the environment
- Pagination (500 rows per request) with auto token refresh
- Client-side aggregation
- Excel generation with openpyxl

### Step 3: Report Results

Present the extraction summary to the user:
- Output file path
- Year and scenario extracted
- Any errors or warnings

## Expected Output

The tool generates an Excel workbook with:
1. **Summary sheet**: Key totals and metrics
2. **P&L sheet**: Monthly breakdown by account category
3. **KPIs sheet**: Quarterly KPI values
4. **Validation sheet**: Cross-checks and profile info

Output location: `tmp/` folder (configurable via `--output`)

## Troubleshooting

### "profile_not_found" error
Run `/dr-learn` first to create a profile.

### "missing_dependency" error
The MCP server is hosted remotely — this error should not occur. If it does, contact support.

### Token expires during extraction
The script auto-refreshes tokens every 20K rows. If you still get 401 errors:
1. Reconnect via Connectors UI ("+" > Connectors > Datarails)

### Missing months in data
Check `System_Year` filter value - must be a **string** ("2025"), not integer.

## Related Skills

- Connect via Connectors UI first
- `/dr-learn` - Create/update client profile
- `/dr-tables` - Explore available tables
- `/dr-query` - Investigate specific records