Drillr — The financial MCP for AI agents

ai.drillrPublished by drillr.aiOfficial publisherv2.3.0Updated Nov 3, 2026

Financial data and research MCP for US/CN/JP equities: filings, statements, ownership, signals.

VerifiedStreamable HTTPWeb executableDatabasesWeb Search & ScrapingFinance

Overview

AI-generated overview

Hosted financial data MCP for US, China and Japan equities: resolve tickers, search SEC filings, run read-only SQL over financial tables, and pull research…

What you can do
  • Resolve company names, brands or ticker fragments to canonical symbols, and discover companies from a description
  • List and search a company's indexed filings, returning as-reported facts and the matching filing text together
  • Explore alternative-data tables: list categories and tables, and read a table's columns and usage notes
  • Run one read-only PostgreSQL SELECT over financial, market and alt-data tables
  • Search news storylines, events and attributed claims, plus industry inflections and enterprise AI adoption drawn from earnings calls
When to use it
Useful when an assistant needs sourced equity research across US, Chinese and Japanese markets: filing-based figures with provenance, statement and price series, ownership and event data, or earnings-call signals. It suits analysts and agents that want one hosted endpoint instead of stitching together several data vendors.
Requirements
A remote Streamable HTTP endpoint; no local package to install. Browser OAuth sign-in is the default, with an API-key fallback for clients without OAuth support. A credit wallet is required: 80 free credits on sign-up, then paid plans. Network access to the hosted gateway.
Before you install
Most tools consume credits from a paid wallet, so usage costs money; failed calls are not billed. Sign-in grants access to your account and wallet. run_sql is read-only and limited in rows and time, and company_search is capped per day. Queries and tickers are sent to the hosted service.

Installation

In SourceWeft

  1. Open Drillr — The financial MCP for AI agents in the dashboard and add it to a workspace.
  2. Enable the server for the chats that should use its tools.

Web executable via Streamable HTTP. Remote servers run from the web runtime once configured in a workspace.

Use with an agent

Paste this prompt into Claude Code, Codex, Cursor or another agent — or into SourceWeft chat. The agent reads this server's install guide, shows you its publisher, endpoint and sign-in, and adds it to your client once you agree. Keys never go into a command.

Read https://sourceweft.com/mcp/ai.drillr%2Fdrillr/install.md and connect the MCP server it describes to my client. Before changing any config, show me its publisher, endpoint and sign-in method and wait for my OK. Never put an API key in a command or in a file I would commit; ask me where it should come from.

Read the install guide the agent follows

Other MCP clients

Add this to your client's mcpServers config.

{
  "mcpServers": {
    "drillr-the-financial-for-ai-agents": {
      "type": "http",
      "url": "https://gateway.drillr.ai/mcp/data"
    }
  }
}

README

🌐 English · 中文

drillr · The financial data and research MCP for AI agents

Filings, statements, earnings, ownership, events, executives, analyst data, company discovery and research signals for US, China and Japan equities — every figure traced to the document it came from.

[License] [MCP] [Tools] [REST API] [Docs] [Issues]

Browser sign-in, no API key to copy. One hosted Streamable HTTP endpoint, ten tools: turn a name or a description into tickers, list and search a company's filings (structured as-reported facts and the filed text), run read-only SQL over the financial tables, and pull research signals from earnings calls and news.

⭐ If drillr helps your agent, star us — that's how we know to keep building this in the open.

Install drillr MCP

To install or connect drillr MCP, read the official installation guide. It is the maintained source for client-specific setup, browser OAuth sign-in, and connection checks.

Paste this into the app where you want to use drillr:

text
Please connect drillr MCP in this app using this installation guide: https://drillr.ai/developer/mcp-install.md. Walk me through sign-in and verify the connection.

The public server is drillr-data at https://gateway.drillr.ai/mcp/data (Streamable HTTP). Browser OAuth is the default. The guide covers client-specific requirements and the API-key fallback for clients without OAuth support.

For manual setup and tool reference, see drillr.ai/docs/mcp.

Agent skill

The companion drillr skill adds research workflows for MCP and REST. Installing the skill is optional for connecting the MCP server:

bash
npx skills add Little-Grebe-Inc/drillr-skill

Distribution options

  • Smithery listing
  • This repository also provides a Claude Code plugin marketplace:
text
/plugin marketplace add Little-Grebe-Inc/drillr-mcp-server/plugin install drillr

After installing a plugin, use the official guide for sign-in and verification in the selected client.

Hello World

"What does NVDA's latest 10-K say about supply commitments, and how did data-center revenue move over the last four quarters?"

  1. The agent calls ticker_lookup if it only has a name, filing_list to see what is indexed, then filing_search — which returns as-reported facts (value, period, XBRL concept, accession number) and the passages they sit in, in one call.
  2. For the quarterly series it calls run_sql on financial_statements.
  3. You get an answer whose every number cites its filing. Typical round-trip 8–15 s.

The ten tools

Each tool has a page at https://drillr.ai/docs/mcp/<tool> with parameters, limits and error shapes; the server's tools/list carries the same descriptions. The set stays small on purpose: the agent composes them.

GroupToolWhat it doesCost
Companyticker_lookupName, brand or ticker substring → canonical symbols, historical names includedfree
company_searchNatural-language description → companies with a match reason; US / CN / JP / HK / KR; all matches returned3–5 cr
Filingsfiling_listWhich filings are indexed for a ticker: fiscal period, type, filing date0.1 cr
filing_searchSearch one company's filings; returns structured as-reported facts and the filing text together0.1 cr
Datasetslist_tablesAlt-data category index, or the tables under up to five categoriesfree
get_table_schemaOne table's columns, types and usage note — required filters, coverage, gotchasfree
run_sqlOne read-only PostgreSQL SELECT over the financial, market and alt-data tables0.1 cr
Signalindustry_inflectionsIndustry changes synthesized from many US earnings calls: mechanism, scope, degree, per-company impact1 cr
ai_adoptionConcrete enterprise AI applications disclosed on US earnings calls: workflow, stage, value, evidence1 cr
news_searchSemantic search over company and market news: storylines, events, attributed claims0.2 cr

What the data is

Built by drillr from primary sources — filings taken from each market's official channel (SEC EDGAR, cninfo, EDINET) and parsed in house, what companies publish on the web (IR pages, earnings calls, news), and drillr's own estimates. No data vendor in between. Every reported figure links back to the passage it was filed in. Provenance per dataset: https://drillr.ai/docs/provenance.

DatasetWhat is in itHow to reach itCoverage
CompanyTicker resolution from any name, code, ISIN, CIK or CUSIP; discovery by description; profile (exchange, industry, listing date, website, headcount)ticker_lookup, company_search; company_snapshot via SQLUS CN JP (discovery + HK KR)
FilingsFiling index with form type, date and official link; full-text search in EN / ZH / JA; as-reported fact records with value, unit, period, filing and position, linked in a knowledge graph so the right version of a figure winsfiling_list, filing_searchUS CN JP
FinancialsIncome statement, balance sheet, cash flow as reported under each market's standard, annual and quarterly; precomputed valuation, margin, return, growth, leverage and liquidity metricsrun_sql on financial_statements, company_snapshotUS JP HK CN KR
PricesDaily / weekly / monthly OHLCV, indices, pre- and after-market quotesrun_sql on price_volume_history, index_price, equity_extended_rtequities US JP HK CN KR; indices, FX, crypto, commodities
EarningsCalendar with estimates and actuals; structured call summaries (highlights, guidance, risks, segments, Q&A)run_sql on earning_call_calendar, earning_call_summaryUS JP
OwnershipInsider holdings and transactions (Forms 3 / 4 / 5); institutional quarterly positions (13F-HR)run_sql on insider_and_institution_activitiesUS
Events8-K corporate events: executive changes, deals, debt issuance, securities offerings; 13D / G stake changesrun_sql on executive_change, company_deal_events, debt_issuance, securities_offeringUS
ExecutivesRoster with status; annual compensation from DEF 14Arun_sql on executive_profile, executive_compensationUS
AnalystIndividual rating and target changes; consensus distribution and targetsrun_sql on analyst_ratings, analyst_ratings_consensusUS
SignalConclusions drawn by drillr with the evidence quoted: industry inflections, enterprise AI adoption, cross-source news storylines and attributed claimsindustry_inflections, ai_adoption, news_searchUS (news: US CN JP + macro)
Alt-data (secondary)9 categories, 65 tables around the AI supply chain and macro: energy & power, data centers, semiconductors, compute pricing, model development, inference economics, macro & trade, prediction markets, critical mineralslist_tables → get_table_schema → run_sqlglobal

Ticker forms: US bare (AAPL), A-shares .SH / .SZ (600519.SH), Japan .T (6758.T), Hong Kong .HK (00700.HK), Korea .KS / .KQ (005930.KS); indices ^GSPC; quote symbols with . or ^ in SQL. Freshness: filings, ownership and events within minutes of the filing; calls and news within minutes to hours; statements and analyst data daily.

Benchmark: the drillr MCP-powered model scores 94.06 % on Vals Finance Agent, and drillr publishes its own restatement-aware benchmark — https://drillr.ai/drillr-benchmark.

REST API

The same data as 29 typed REST endpoints for scripts and pipelines — one X-API-KEY header, JSON out, public OpenAPI 3.1 contract:

bash
curl -H "X-API-KEY: $DRILLR_API_KEY" \  "https://gateway.drillr.ai/api/v2/income-statements?ticker=AAPL&period=FY&limit=4"

Reference: https://drillr.ai/docs/api · Contract: https://gateway.drillr.ai/api/v2/openapi.json. The older /api/v1/data/* tool mirrors are documented in docs/rest-api.md.

Pricing and limits

One credit wallet across MCP and REST. Free: 80 credits on sign-up. Plus $29 / 300 cr per month, Ultra $99 / 1,500 cr, Enterprise for redistribution and SLA. run_sql returns 100 rows (500 on Ultra), 10 s per statement, 5 in flight; company_search is capped per day (20 / 100 / 500). Failed calls are not billed. https://drillr.ai/pricing

Out of scope

Private or unlisted companies · on-chain crypto metrics (CEX prices only) · options chains, order book, tick data · placing orders · drillr does not produce its own price forecasts.

Community

DiscordWeChat
[drillr Discord QR][drillr WeChat group QR]
Devs building agentic research products — office hours, debugging help, early access.Chinese-speaking dev community — fastest product feedback.

License

MIT — see LICENSE.

Source: README.md at commit fb08ae6

Tools

10

filing_list

Use to discover which SEC filings exist for a ticker before searching content. For the actual content use filing_search instead. List indexed SEC filings for a given ticker with a summary header. Returns: summary (period coverage, per-type counts) + table of up to 50 filings (fiscal_year, fiscal_quarter, filing_type, filing_date, period_start, period_end). filing_types filter: omit for main reports only (US 10-K/10-Q/20-F/S-1/DEF 14A + /A amendments; JP 120/140/160; A-share annual_report / quarterly_report / q1_report; excludes ad-hoc 8-K/6-K); pass [] for all indexed types; pass explicit allowlist to override.

Parameterstickerrequiredfiling_types

ticker_lookup

Resolve a company name, brand, or ticker substring to canonical ticker(s). Input: - query (required): company name, brand, or ticker substring, e.g. "Apple", "AAPL", "OpenAI" - market (optional): "us" | "jp" | "cn" — omit to search all markets Returns up to 5 matches ranked by prefix-hit first, then name length; symbols carry their market suffix.

Parametersqueryrequiredmarket

run_sql

PostgreSQL SELECT over financial / market / alt-data tables — returns structured rows. Hard rules (query fails otherwise): - SELECT only, no CTE (`WITH ... AS`) — use subqueries. - Period columns are TEXT, not dates — `period_end` is 'YYYY-MM'. Compare as strings (`period_end >= '2024-01'`); a `::date` cast on it fails. - Filter structured tables by ticker (`WHERE ticker IN ('AAPL','MSFT')`; screening: add `ticker NOT LIKE '%-%'` to drop preferred stock). Tables by domain (get_table_schema gives columns + coverage note): - Market: price_volume_history (OHLCV history; MUST filter ticker + time_frame), index_price, equity_extended_rt (pre/after/overnight quotes) - Fundamentals: financial_statements (GAAP income/balance/cashflow), company_snapshot (ratios, per-share, growth) - Earnings: earning_call_summary, earning_call_calendar - Analyst: analyst_ratings, analyst_ratings_consensus - Ownership: insider_and_institution_activities - 8-K events: executive_change, company_deal_events, debt_issuance, securities_offering - Executives: executive_profile, executive_compensation - Alt-data: macro / industry / trade / AI-supply-chain — call list_tables(categories=[...])

Parameterssqlrequired

get_table_schema

Column definitions (name, type, description) for a data table, plus its usage note where one exists: required filters, ticker format, and market coverage.

Parameterstable_namerequired

list_tables

List alternative-data tables under the given categories. Returns each table's name, one-line purpose, and column names (call get_table_schema if you need column types/comments). Batch up to 5 categories in one call; omit categories, or pass ["all"], to get the category index instead. Use this BEFORE run_sql when you want to explore alt-data — run_sql alone won't tell you which tables exist. Available categories: - Energy & Power — US power plants, electricity prices, regional hourly generation/demand - Data Centers — facilities, GPU clusters, cooling - Semiconductors — AI chip specs, sales, ownership, foundry revenue, customs trade - Compute Pricing — GPU rental, cloud VM spot/on-demand, instance specs - Model Development — model specs, benchmarks, AI companies, AI polling, LLM arena - Inference Economics — LLM API pricing across providers - Macro & Trade — UN Comtrade, US Census trade flows, FRED macro series - Prediction Markets — Polymarket and Kalshi events, markets, trades, daily aggregates - Critical Minerals — USGS mineral deposits, country supply, critical materials

Parameterscategories

industry_inflections

Search industry inflections identified through structured research of earnings calls held by US-listed companies, including the change mechanism, impact scope, market attention and affected companies. All filters are optional and combine with AND. With no filters, returns the newest first page. Results are ordered by `quarter` descending. If nothing matches, returns the text `No relevant industry inflections found.` Returns JSON as `{ "data": [...] }`. Every result contains `quarter`, `name` (English title), `regime_type` (change mechanism), `impact_scope`, `impact_degree` (`limited` | `significant` | `structural`), `attention_verdict` (market-absorption judgment), `change_summary`, `first_seen` (`YYYY-MM-DD`), and `source_tickers` (companies whose calls are primary evidence). When `impact_companies` is true, `company_impacts` contains items with `ticker`, `relation`, `direction`, `magnitude`, `impact_stage`, `evidence_status`, `affected_business`, and `impact`.

Parameterspagelimittickerkeywordimpact_companies

ai_adoption

Search concrete enterprise AI applications disclosed in US company earnings calls. Filter by ticker, partially match a company name, search for an application or workflow by name, or use since in YYYY-MM-DD format to include only observations updated on or after that date. Returns a data array ordered by update_date descending. Each result contains ticker, company_name, application_name, first_report_date, update_date, summary (an AI application summary), evolution_summary, business_position, deployment_stage, deployment_scope, value_type, metrics (application-related metrics), and evidence (supporting management quotes, with speaker and section when available). Use this tool to identify where and how a company applies AI, assess deployment maturity, scope, and disclosed value, and inspect the supporting evidence. Use no filters to browse the most recently updated observations. No matches return an empty data array.

Parameterspagelimitsincetickercompany_nameapplication_name

Version history

1
  1. v2.3.0LatestSep 16, 2026

Score

100% of the applicable checks met

How complete this listing is, computed from the registry entry, the endpoint and public sources. Not a rating of the server and not a statement that it is safe or working today: reachability is a dated check, and no installs or reviews go into the score.

  • Reached in the last 30 daysRequired25 pts
  • Auth declaredRequired10 pts
  • Tools listedRequired15 pts
  • DescriptionRequired15 pts
  • Logo10 pts
  • Documentation15 pts
  • License10 pts