{"$schema":"https://wellknown.network/schemas/agent-record-v1.json","schemaVersion":"1","id":"ag_9b7scy3g665x","handle":"datarails-finance-os-mcp","url":"https://wellknown.network/agents/datarails-finance-os-mcp","links":{"self":"https://wellknown.network/agents/datarails-finance-os-mcp/record.json","html":"https://wellknown.network/agents/datarails-finance-os-mcp","markdown":"https://wellknown.network/agents/datarails-finance-os-mcp/record.md","api":"https://wellknown.network/api/v1/agents/datarails-finance-os-mcp","status":"https://wellknown.network/api/v1/agents/datarails-finance-os-mcp/status","claim":"https://wellknown.network/agents/datarails-finance-os-mcp/claim","claimApi":"https://wellknown.network/api/v1/claims","claimDescriptor":"https://wellknown.network/agents/datarails-finance-os-mcp/claim.json","badge":"https://wellknown.network/agents/datarails-finance-os-mcp/badge.svg","openapi":"https://wellknown.network/openapi.json"},"ard":{"identifier":"urn:air::server:datarails-finance-os-mcp","type":"application/mcp-server-card+json"},"kind":"mcp_server","declared":{"name":"datarails-finance-os-mcp","summary":"MCP server for Datarails Finance OS integration with Claude","description":"# Datarails Finance OS MCP Server\n\nA [Model Context Protocol](https://modelcontextprotocol.io) (MCP) server that connects Claude to [Datarails](https://datarails.com) Finance OS for financial data analysis, profiling, and reporting.\n\n## Prerequisites\n\n- **Python 3.10+** — [python.org/downloads](https://www.python.org/downloads/)\n- **Claude Code** — `npm install -g @anthropic-ai/claude-code` (requires [Node.js 18+](https://nodejs.org/))\n\n## Setup\n\n### Step 1: Install\n\n```bash\npip install datarails-finance-os-mcp\n```\n\nWith report generation (Excel, PowerPoint, PDF):\n```bash\npip install datarails-finance-os-mcp[reports]\n```\n\n### Step 2: Authenticate\n\n```bash\ndatarails-mcp authenticate\n```\n\nThis opens your browser where you log in, select your environment, and grant consent.\nTokens are stored securely in your system keychain. JWT tokens auto-refresh when expired.\n\n### Step 3: Connect to Claude Code\n\n```bash\ndatarails-mcp setup --claude-code\n```\n\nOr manually:\n```bash\nclaude mcp add datarails-finance-os -- datarails-mcp serve\n```\n\n### Step 4: Restart Claude Code\n\nClose and reopen Claude Code for the MCP server to appear.\n\n### Verify\n\n```bash\ndatarails-mcp status\n```\n\nShould show:\n```\n✓ Authenticated\n• Organization: yourcompany.com\n• Environment: https://app.datarails.com\n• API URL: https://app.datarails.com/finance-os/api\n```\n\n**Claude Desktop** (add to `claude_desktop_config.json`):\n```json\n{\n  \"mcpServers\": {\n    \"datarails-finance-os\": {\n      \"command\": \"datarails-mcp\",\n      \"args\": [\"serve\"]\n    }\n  }\n}\n```\n\n**Project-level** (`.mcp.json`):\n```json\n{\n  \"mcpServers\": {\n    \"datarails-finance-os\": {\n      \"command\": \"uvx\",\n      \"args\": [\"datarails-finance-os-mcp\", \"serve\"]\n    }\n  }\n}\n```\n\n## Available MCP Tools\n\n### Authentication\n\n| Tool | Description |\n|------|-------------|\n| `authenticate` | Connect to Datarails via OAuth (opens browser) |\n| `disable` | Disconnect — revoke tokens and clear credentials |\n| `auth_status` | Check current authentication status |\n\n#…","publisher":{"name":"Datarails","url":null},"homepage":"https://github.com/Datarails/dr-datarails-mcp-re#readme","repository":"https://github.com/Datarails/dr-datarails-mcp-re#readme","version":"2.0.2","license":null,"protocols":["mcp"],"tags":["ai","anthropic","claude","datarails","finance","mcp"],"pricing":null,"endpoints":[{"url":"pypi:datarails-finance-os-mcp","type":"package_pypi","auth":null,"probeable":false}],"skills":null,"tools":null,"extra":null,"attribution":{"kind":"pypi","name":"pypi","repoUrl":"pypi","summary":"pypi","version":"pypi","description":"pypi","homepageUrl":"pypi","publisherName":"pypi"}},"derived":{"capabilities":[{"slug":"security.identity","name":"Identity & Access","confidence":1,"provenance":"derived"},{"slug":"security.secrets","name":"Secrets Management","confidence":0.859,"provenance":"derived"}],"categories":["security"],"language":"en"},"observed":{"status":"unknown","statusReason":"Distributed as a package to run locally; no network endpoint to check.","lastOkAt":null,"lastProbedAt":null,"statusComputedAt":null,"reliability30d":null,"latestObservations":[],"tools":null,"package":{"name":"datarails-finance-os-mcp","registry":"pypi","observedAt":"2026-09-09T13:22:16.301Z","publishedAt":"2026-02-24T16:07:58.216861Z","latestVersion":"2.0.2"}},"verification":{"claimed":false,"claimedAt":null,"proofs":[]},"provenance":{"sources":[{"source":"pypi","key":"datarails-finance-os-mcp","url":"https://pypi.org/project/datarails-finance-os-mcp/","firstSeenAt":"2026-09-09T13:21:34.994Z","fetchedAt":"2026-09-09T13:21:34.994Z","normalizedAt":"2026-09-09T13:21:34.994Z"}]},"firstSeenAt":"2026-09-09T13:21:34.994Z","updatedAt":"2026-09-09T13:22:16.301Z"}