Claude security directory

Datarails FinanceOS

Published by Datarails

Low risk

Datarails FinanceOS connects Claude to your company's consolidated financial data — actuals, budgets, forecasts, and business metrics. Ask questions in plain language and get answers grounded in your live finance tables: discover your org's defined business metrics and check their health, aggregate and filter raw finance tables, profile data quality, look up FX rates and DR.GET Excel functions, and browse your company profile, filebox, and org structure. Built for FP&A teams, controllers, and CFOs who want their numbers at their fingertips. The connector is read-only — it never creates, modifies, or deletes financial data in Datarails.

Security assessment

Plutonium assessed this web connector for permissions, capabilities, and security-relevant behavior.

  • Reads your private information: This connector can read data the connected service holds about you - documents, messages, contact lists, source code, customer records, or saved profile details - and pass it back to the AI.
  • Sends your data to outside companies: Anything you share with this connector flows through one or more third-party services. Those companies see, store, and may use the data according to their own policies.

Available capabilities

This add-on exposes 24 tools or capabilities.

  • get_aggregation_result_by_alias
  • get_aggregation_result_by_id
  • get_company_profile_sections
  • get_connector_status
  • get_currency_rates
  • get_data_by_alias
  • get_data_by_id
  • get_distinct_values_result_by_alias
  • get_distinct_values_result_by_id
  • get_fields_by_id
  • get_org_users
  • get_workflow_guide
  • list_aliased_fields
  • list_business_metrics
  • list_company_profile_sections
  • list_data_models
  • list_filebox
  • list_xl_functions
  • profile_categorical_fields
  • profile_numeric_fields
  • start_aggregation_by_alias
  • start_aggregation_by_id
  • start_distinct_values_by_alias
  • start_distinct_values_by_id

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