dr-intelligence

# FP&A Intelligence Workbook Generate comprehensive FP&A intelligence workbooks with auto-detected insights, recommendations, and professional Excel formatting. This is the **most powerful** financial analysis skill - it answers real business questions, not just data dumps. ## What Makes This Different | Traditional Report | Intelligence Workbook | |-------------------|----------------------| | Shows data | Answers questions | | Lists numbers | Explains "why" | | Static tables | Highlights anomalies | | Manual analysis | Insights auto-surfaced | | Data dump | Recommendations included | ## Arguments | Argument | Description | Default | |----------|-------------|---------| | `--year <YYYY>` | **REQUIRED** Calendar year | -- | | `--output <file>` | Output file path | `tmp/FPA_Intelligence_Workbook_YYYY_TIMESTAMP.xlsx` | ## 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: Generate Workbook via MCP Tool Call the `generate_intelligence_workbook` MCP tool with the parsed arguments: ``` Use: generate_intelligence_workbook Arguments: year: <parsed year, REQUIRED> output_path: <parsed output, or omit for default> ``` The tool handles: - Loading the client profile for ...