Analyze

2. Gather Data

If a data warehouse MCP server is connected:

1. Explore the schema to find relevant tables and columns
2. Write SQL query(ies) to extract the needed data
3. Execute the query and retrieve results
4. If the query fails, debug and retry (check column names, table references, syntax for the specific dialect)
5. If results look unexpected, run sanity checks before proceeding

If no data warehouse is connected:

1. Ask the user to provide data in one of these ways:
   • Paste query results directly
   • Upload a CSV or Excel file
   • Describe the schema so you can write queries for them to run
2. If writing queries for manual execution, use the sql-queries skill for dialect-specific best practices
3. Once data is provided, proceed with analysis

3. Analyze

• Calculate relevant metrics, aggregations, and comparisons
• Identify patterns, trends, outliers, and anomalies
• Compare across dimensions (time periods, segments, categories)
• For complex analyses, break the problem into sub-questions and address each

4. Validate Before Presenting

Before sharing results, run through validation checks:

• Row count sanity: Does the number of records make sense?
• Null check: Are there unexpected nulls that could skew results?
• Magnitude check: Are the numbers in a reasonable range?
• Trend continuity: Do time series have unexpected gaps?
• Aggregation logic: Do subtotals sum to totals correctly?

If any check raises concerns, investigate and note caveats.

5. Present Findings

For quick answers:

• State the answer directly with relevant context
• Include the query used (collapsed or in a code block) for reproducibility

For full analyses:

• Lead with the key finding or insight
• Support with data tables and/or visualizations
• Note methodology and any caveats
• Suggest follow-up questions

For formal reports:

• Executive summary with key takeaways
• Methodology section explaining approach and data sources
• Detailed findings with supporting evidence
• Caveats, limitations, and data quality notes
• Recommendations and suggested next steps

6. Visualize Where Helpful

When a chart would communicate results more effectively than a table:

• Use the data-visualization skill to select the right chart type
• Generate a Python visualization or build it into an HTML dashboard
• Follow visualization best practices for clarity and accuracy

Examples

Quick answer:

/analyze How many new users signed up in December?

Full analysis:

/analyze What's causing the increase in support ticket volume over the past 3 months? Break down by category and priority.

Formal report:

/analyze Prepare a data quality assessment of our customer table -- completeness, consistency, and any issues we should address.

Tips

• Be specific about time ranges, segments, or metrics when possible
• If you know the table names, mention them to speed up the process
• For complex questions, Claude may break them into multiple queries
• Results are always validated before presentation -- if something looks off, Claude will flag it