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Drillr - The Financial MCP for AI Agents MCP Server

Streamable HTTP MCP server for financial research workflows, including standardized financial data, SEC filing search, company discovery, market signals, ticker resolution, and alternative-data table exploration.

by Drillr · submitted by oktofeesh1·added 2026-06-05·
Review first review before installing

Open the source and read safety notes before installing.

Citation facts

Source-backed facts for citing this resource, derived directly from the registry — also available as plain text for AI assistants.

Source URLs
https://drillr.ai/developer/docs, https://github.com/Little-Grebe-Inc/drillr-mcp-server
Brand
Drillr
Brand domain
drillr.ai
Brand asset source
brandfetch
Safety notes
Drillr's MCP endpoint is a remote Streamable HTTP server at `https://gateway.drillr.ai/mcp/data` and requires a bearer API key., Tool calls can consume Drillr credits or billable API usage. Check plan limits and remaining credit balance before high-volume research loops., run_sql is documented as read-only SELECT access, but broad queries across 90-plus tables can still be expensive, slow, or noisy., Treat outputs as research inputs, not investment, legal, accounting, tax, or trading advice., Drillr documents that it does not place trades, manage brokerage positions, expose options chains, or provide its own price forecasts., Review cited SEC filing paragraphs, table schemas, ticker resolution, and source coverage before relying on results in reports or decisions.
Privacy notes
Prompts, ticker lists, research themes, SQL queries, and retrieved financial context are sent to Drillr's hosted gateway and the connected MCP client., Drillr API keys are sensitive credentials. Keep them out of prompts, shared configs, issue comments, logs, screenshots, and repository files., Research prompts may reveal portfolio interests, watchlists, investment theses, client names, diligence topics, or confidential strategy., SEC filing excerpts, analyst consensus, alt-data, market signals, and generated summaries may be retained by MCP clients, AI providers, logs, or downstream tools., Use synthetic prompts or public tickers for demos, screenshots, and examples when client, portfolio, or internal research strategy is sensitive.
Author
Drillr
Submitted by
oktofeesh1
Claim status
unclaimed
Last verified
2026-06-05

Decision playbook

Review trust signals before you adopt

Signals are present but mixed. Use the checklist below to confirm the source and operational safety for your environment.

Compare context
Selected

0

Current score

63

Baseline

Delta

No baseline selected

No major trust-signal divergence detected in the current selection.

Source and provenance checks

Needs review

Confirm ownership and provenance before trusting install instructions.

  • Source link availableRequired

    Open the canonical repository and verify ownership.

    Done
  • Source provenance statusRequired

    Marked as source-backed.

    Done
  • Metadata reviewed

    No reviewed flag detected in metadata.

    Pending

Safety and privacy checks

Complete

Validate risk disclosures before installation or API wiring.

  • Safety notes presentRequired

    Review the listed safety guidance before running commands.

    Done
  • Privacy notes presentRequired

    Review data handling notes before connecting accounts or secrets.

    Done
  • Trust level risk gateRequired

    Trust level does not block evaluation.

    Done

Package and install checks

Needs review

Check package metadata and artifact integrity signals.

  • Install payload available

    Install or copy payload is available for review.

    Done
  • Package verification flag

    No package verification flag provided.

    Pending
  • Checksum metadata

    No checksum provided for downloaded artifact.

    Pending

Compare-driven decision checks

Needs review

Use compare context to validate trade-offs before adoption.

  • Compare tray has multiple entries

    Add at least one more entry to compare trust differences.

    Pending
  • Baseline comparison available

    No baseline peer selected yet.

    Pending
  • Diverging trust signals identified

    No major trust-signal divergence found.

    Pending

Setup at a glance

CLI install

Copy-ready — paste the snippet to get started.

10 minutes

Adoption plan

Balanced adoption plan

Current risk score 24/100. Use staged verification before broader rollout.

Risk 24

Pre-adoption checks

Validate source and review signals before any execution.

  • Confirm source provenanceRequired

    Source URL/provenance metadata is present.

    Done
  • Confirm metadata review state

    No review metadata found; increase manual validation.

    Pending
  • Verify install payload

    Install/config payload exists and can be inspected.

    Done

Security checks

Confirm safety, privacy, and package integrity signals.

  • Review safety notesRequired

    Safety notes are present.

    Done
  • Review privacy notesRequired

    Privacy notes are present.

    Done
  • Verify package integrity metadata

    No package verification/checksum metadata.

    Pending

Rollout

Adopt in controlled steps based on the selected plan.

  • Run in isolated sandbox firstRequired

    Use a constrained sandbox and observe behavior across multiple tasks.

    Pending
  • Roll out graduallyRequired

    Roll out to a small cohort before wider usage.

    Pending
  • Set monitoring and fallback

    Define rollback path and monitor errors after adoption.

    Pending

Evidence readiness

Evidence readiness matrix · balanced

Missing required evidence: Metadata review. Risk score 31.

Risk 31

Source provenance

Present

Source repository/provenance is listed.

Required in this preset

Metadata review

Missing

Review metadata is missing.

Required in this preset

Safety notes

Present

Safety notes are present.

Required in this preset

Privacy notes

Present

Privacy notes are present.

Optional in this preset

Package integrity

Missing

Package integrity metadata is missing.

Optional in this preset

Install payload

Present

Install payload is available.

Required in this preset

Required gaps: Metadata review

Decision timeline

Decision timeline · balanced

Blocking gaps: Check metadata review status. Risk 28.

Risk 28

triage

Confirm source provenanceRequired

Source/provenance metadata is available.

Done

triage

Check metadata review statusRequired

Review metadata is missing.

Pending

verify

Review safety notesRequired

Safety notes are available.

Done

verify

Review privacy notes

Privacy notes are available.

Done

verify

Validate package integrity metadata

Package integrity metadata is missing.

Pending

rollout

Verify install payload and commandsRequired

Install payload is available.

Done

Blockers: Check metadata review status

Prerequisite readiness

Prerequisite readiness

5 prerequisites to line up before setup. Have accounts and credentials ready first. Includes a review or approval gate.

0/5 ready
Account & credentials2Network & hosting1Review & approval1General110 minutes

Safety & privacy surface

Safety & privacy surface

6 safety and 5 privacy notes across 4 risk areas. Review closely: credentials & tokens, third-party handling.

4 areas
  • SafetyCredentials & tokensDrillr's MCP endpoint is a remote Streamable HTTP server at `https://gateway.drillr.ai/mcp/data` and requires a bearer API key.
  • SafetyGeneralTool calls can consume Drillr credits or billable API usage. Check plan limits and remaining credit balance before high-volume research loops.
  • SafetyExecution & processesrun_sql is documented as read-only SELECT access, but broad queries across 90-plus tables can still be expensive, slow, or noisy.
  • SafetyGeneralTreat outputs as research inputs, not investment, legal, accounting, tax, or trading advice.
  • SafetyGeneralDrillr documents that it does not place trades, manage brokerage positions, expose options chains, or provide its own price forecasts.
  • SafetyGeneralReview cited SEC filing paragraphs, table schemas, ticker resolution, and source coverage before relying on results in reports or decisions.
  • PrivacyThird-party handlingPrompts, ticker lists, research themes, SQL queries, and retrieved financial context are sent to Drillr's hosted gateway and the connected MCP client.
  • PrivacyCredentials & tokensDrillr API keys are sensitive credentials. Keep them out of prompts, shared configs, issue comments, logs, screenshots, and repository files.
  • PrivacyGeneralResearch prompts may reveal portfolio interests, watchlists, investment theses, client names, diligence topics, or confidential strategy.
  • PrivacyThird-party handlingSEC filing excerpts, analyst consensus, alt-data, market signals, and generated summaries may be retained by MCP clients, AI providers, logs, or downstream tools.
  • PrivacyGeneralUse synthetic prompts or public tickers for demos, screenshots, and examples when client, portfolio, or internal research strategy is sensitive.

Safety notes

  • Drillr's MCP endpoint is a remote Streamable HTTP server at `https://gateway.drillr.ai/mcp/data` and requires a bearer API key.
  • Tool calls can consume Drillr credits or billable API usage. Check plan limits and remaining credit balance before high-volume research loops.
  • run_sql is documented as read-only SELECT access, but broad queries across 90-plus tables can still be expensive, slow, or noisy.
  • Treat outputs as research inputs, not investment, legal, accounting, tax, or trading advice.
  • Drillr documents that it does not place trades, manage brokerage positions, expose options chains, or provide its own price forecasts.
  • Review cited SEC filing paragraphs, table schemas, ticker resolution, and source coverage before relying on results in reports or decisions.

Privacy notes

  • Prompts, ticker lists, research themes, SQL queries, and retrieved financial context are sent to Drillr's hosted gateway and the connected MCP client.
  • Drillr API keys are sensitive credentials. Keep them out of prompts, shared configs, issue comments, logs, screenshots, and repository files.
  • Research prompts may reveal portfolio interests, watchlists, investment theses, client names, diligence topics, or confidential strategy.
  • SEC filing excerpts, analyst consensus, alt-data, market signals, and generated summaries may be retained by MCP clients, AI providers, logs, or downstream tools.
  • Use synthetic prompts or public tickers for demos, screenshots, and examples when client, portfolio, or internal research strategy is sensitive.

Prerequisites

  • Drillr account at `https://drillr.ai`.
  • External-scope Drillr API key from `https://drillr.ai/developer/keys`.
  • MCP client that supports Streamable HTTP servers with bearer headers.
  • Secure secret storage for `DRILLR_API_KEY` outside prompts, repository files, screenshots, and shell history.
  • Financial-research workflow that can tolerate source coverage limits, data latency, credit usage, and human review before decisions.

Schema details

Install type
cli
Troubleshooting
Yes
Source repository stats
Scope
Source repo
Collection metadata
Estimated setup
10 minutes
Difficulty
intermediate
Full copyable content
{
  "mcpServers": {
    "drillr": {
      "type": "http",
      "url": "https://gateway.drillr.ai/mcp/data",
      "headers": {
        "Authorization": "Bearer ${DRILLR_API_KEY}"
      }
    }
  }
}

About this resource

Content

Drillr is a financial research MCP server for AI agents. It exposes a single Streamable HTTP endpoint for standardized financial data, SEC filing search, company discovery, live market signals, ticker resolution, table discovery, schema inspection, and fiscal-period utilities.

The MCP endpoint is:

https://gateway.drillr.ai/mcp/data

Drillr uses bearer API-key authentication. The public repository includes setup docs, tool references, REST API docs, and Claude Code plugin metadata.

Source Review

These sources were reviewed on 2026-06-05. Prefer live Drillr docs over model memory for endpoint behavior, tool coverage, API-key requirements, credit usage, data coverage, and REST/MCP response details.

Features

  • Streamable HTTP MCP endpoint with bearer API-key auth.
  • MCP tools backed by corresponding REST API endpoints.
  • Structured financial data over 90-plus tables, including statements, ratios, earnings, insider and ownership data, prices, and alternative datasets.
  • Paragraph-level semantic search over indexed SEC filings.
  • Filing list lookup by ticker, form type, and date range.
  • Company discovery from natural-language descriptions.
  • Cross-asset signal feed for recent market events.
  • Ticker resolution from company names, brands, or ticker substrings.
  • Alternative-data table discovery and schema inspection.
  • Fiscal-period helper for companies with non-calendar fiscal years.

Tools

  • run_sql: read-only PostgreSQL SELECT queries over structured financial, market, and alternative-data tables.
  • sec_report_search: paragraph-level semantic search across SEC filings such as 10-K, 10-Q, 20-F, 6-K, S-1, and DEF 14A.
  • sec_report_list: list indexed filings for a ticker by form type and date range.
  • company_search: discover companies by business model, supply chain, competitors, industry, or thematic fit.
  • signal_list: retrieve recent news and market-event signals by ticker, sector, or time window.
  • ticker_resolve: map company names, brands, or ticker fragments to canonical tickers before calling ticker-keyed tools.
  • list_tables: discover available alternative-data SQL tables by category.
  • get_table_schema: inspect columns and types for a selected table.
  • fiscal_utility: convert fiscal years and quarters to calendar months, or resolve calendar months back to fiscal periods.

Installation

  1. Sign up at https://drillr.ai.
  2. Create an external-scope API key at https://drillr.ai/developer/keys.
  3. Store the key as DRILLR_API_KEY or paste it only into the target MCP client's secure configuration.
  4. Add the MCP endpoint with an Authorization: Bearer ... header.

Claude Code

export DRILLR_API_KEY="drl_..."

claude mcp add drillr https://gateway.drillr.ai/mcp/data \
  --transport http \
  --header "Authorization: Bearer $DRILLR_API_KEY"

Generic MCP Client

{
  "mcpServers": {
    "drillr": {
      "type": "http",
      "url": "https://gateway.drillr.ai/mcp/data",
      "headers": {
        "Authorization": "Bearer ${DRILLR_API_KEY}"
      }
    }
  }
}

Smithery

Drillr also documents a Smithery install path:

npx -y @smithery/cli install drillr/drillr --client claude

Smithery prompts for the drl_* API key and writes client configuration during installation. Review the generated config before using it in a shared machine or team environment.

Claude Code Plugin

The Drillr repository also acts as a Claude Code plugin marketplace:

/plugin marketplace add Little-Grebe-Inc/drillr-mcp-server
/plugin install drillr

After plugin installation, set DRILLR_API_KEY in the environment used by the host or add the key through the generated configuration flow.

Use Cases

  • Compare company margins, ratios, growth, valuation, or price history across tickers.
  • Search SEC filings for specific risk factors, accounting policies, segment commentary, related-party transactions, or guidance language.
  • Resolve a company name to a canonical ticker before querying ticker-keyed data.
  • Discover public companies by business description, supply-chain role, peer group, or investment theme.
  • Inspect alternative datasets such as data centers, semiconductors, compute pricing, AI model benchmarks, macro, trade, contracts, patents, papers, or developer-skill demand.
  • Pull recent market signals for specific tickers or sectors.
  • Convert fiscal-period language into calendar ranges before querying company-reported data.

Coverage And Limits

Drillr's public docs describe coverage for US and Japan equities, financials back to the 1980s, SEC filings, earnings transcripts and summaries, markets, analyst coverage, news and signals, and AI value-chain alternative data.

Documented out-of-scope areas include private or unlisted companies, on-chain crypto metrics, options chains, real-time order books, intraday tick data, retail brokerage actions, and Drillr-produced price forecasts.

Safe Usage

  • Run ticker_resolve before ticker-keyed tools when the user gives a company name, brand, or ambiguous ticker.
  • Use list_tables and get_table_schema before writing SQL against unfamiliar alternative-data tables.
  • Keep SQL narrowly filtered by ticker, date, table, and row limit.
  • Prefer sec_report_search for narrative SEC filing content and run_sql for structured financial values.
  • Compare cited paragraphs, table definitions, and source dates before including results in investment memos, diligence reports, or client-facing material.
  • Monitor credit balance and avoid automated loops that repeatedly run broad SQL, SEC search, or signal queries.

Troubleshooting

The MCP client cannot connect

Confirm the URL is https://gateway.drillr.ai/mcp/data, the transport is HTTP, and the config includes Authorization: Bearer <YOUR_DRILLR_API_KEY>.

Authentication fails

Check that the key is an external-scope Drillr key and has not been copied with angle brackets, extra spaces, or shell-escaping errors.

SQL queries fail

Use list_tables and get_table_schema first. Drillr documents SQL constraints for run_sql, including read-only SELECT usage and table-specific filtering requirements.

Results do not match the company the user intended

Use ticker_resolve before searching filings or structured financial data. Some brand names, ADRs, indexes, ETFs, and foreign listings need explicit disambiguation.

Credit usage is higher than expected

Narrow the query, lower result limits, and avoid repeated broad searches. Drillr's REST responses document credit metadata, while MCP responses follow standard JSON-RPC and do not include per-call credit details inline.

Source citations

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How it compares

Drillr - The Financial MCP for AI Agents MCP Server side by side with 3 alternatives on trust, install, platform support, and disclosed safety notes — all from reviewed registry metadata.

3 trust signals differ across this comparison (Package trust, Source provenance, Submitter).

Field

Streamable HTTP MCP server for financial research workflows, including standardized financial data, SEC filing search, company discovery, market signals, ticker resolution, and alternative-data table exploration.

Open dossier

Python MCP server that lets Claude query Financial Datasets for stock statements, prices, company news, crypto prices, and SEC filings.

Open dossier

Access high-quality fundamental financial data from SEC filings and investor presentations

Open dossier

Inferventis hosted MCP server with 20 financial tools for FX rates, stocks, crypto, news, and URL reading over streamable HTTP, with many free tools and optional premium API keys.

Open dossier
Next steps
Trust
Review statusNot reviewedNot reviewedNot reviewedNot reviewed
Package trustDiffersPackage not verifiedPackage not verifiedPackage verifiedPackage not verified
Source provenanceDiffersSource-backedSource-backedNo submission linkSubmission linkedSource submission
SubmitterDiffersoktofeesh1oktofeesh1kiannidev
Install riskReview firstReview firstReview firstReview first
Notes Safety ✓ Privacy ✓ Safety ✓ Privacy ✓ Safety ✓ Privacy ✓ Safety ✓ Privacy ✓
BrandDrillr logoDrillrFinancial Datasets logoFinancial DatasetsDaloopa logoDaloopa
Categorymcpmcpmcpmcp
SourceSource-backedSource-backedFirst-partySource-backed
AuthorDrillrFinancial DatasetsDaloopaInferventis
Added2026-06-052026-06-052025-09-182026-06-14
Platforms
Harness
Source repo
Safety notesDrillr's MCP endpoint is a remote Streamable HTTP server at `https://gateway.drillr.ai/mcp/data` and requires a bearer API key. Tool calls can consume Drillr credits or billable API usage. Check plan limits and remaining credit balance before high-volume research loops. run_sql is documented as read-only SELECT access, but broad queries across 90-plus tables can still be expensive, slow, or noisy. Treat outputs as research inputs, not investment, legal, accounting, tax, or trading advice. Drillr documents that it does not place trades, manage brokerage positions, expose options chains, or provide its own price forecasts. Review cited SEC filing paragraphs, table schemas, ticker resolution, and source coverage before relying on results in reports or decisions.This server retrieves financial market data; do not treat tool output or model summaries as investment, trading, tax, or legal advice. Current prices, crypto prices, filings, and news can be delayed, incomplete, rate limited, or unavailable depending on API plan and market conditions. Review generated analysis before using it in portfolio decisions, trading workflows, client reports, or compliance-sensitive research. The server sends ticker symbols, date ranges, filing filters, and research queries to the Financial Datasets API.Treat financial data as informational research and verify figures before using them for investment, accounting, or reporting decisions.Makes outbound network requests to Inferventis and third-party financial data providers. URL reader tools fetch arbitrary web pages; treat returned content as untrusted. Premium tools may incur API usage charges when keys are configured. Do not rely on MCP output for automated trading without independent verification.
Privacy notesPrompts, ticker lists, research themes, SQL queries, and retrieved financial context are sent to Drillr's hosted gateway and the connected MCP client. Drillr API keys are sensitive credentials. Keep them out of prompts, shared configs, issue comments, logs, screenshots, and repository files. Research prompts may reveal portfolio interests, watchlists, investment theses, client names, diligence topics, or confidential strategy. SEC filing excerpts, analyst consensus, alt-data, market signals, and generated summaries may be retained by MCP clients, AI providers, logs, or downstream tools. Use synthetic prompts or public tickers for demos, screenshots, and examples when client, portfolio, or internal research strategy is sensitive.API keys must be stored in environment variables or local secret managers and never committed to configuration files. Queried tickers, crypto symbols, time ranges, filings, and news requests can reveal research interests, watchlists, client assignments, or trading hypotheses. Tool outputs may include financial statements, prices, filings, and news that become part of the model context and logs. Avoid sending private portfolio holdings, customer identifiers, or material non-public information through prompts or tool arguments.Company queries, filing references, financial models, and research topics may be sent through the MCP client and model.Ticker symbols, URLs, and search queries you send are processed by Inferventis and upstream data vendors. Premium API keys are credentials; store them in MCP headers or env vars, not in chat or source control. Fetched page content may include tracking parameters from the original URL.
Prerequisites
  • Drillr account at `https://drillr.ai`.
  • External-scope Drillr API key from `https://drillr.ai/developer/keys`.
  • MCP client that supports Streamable HTTP servers with bearer headers.
  • Secure secret storage for `DRILLR_API_KEY` outside prompts, repository files, screenshots, and shell history.
  • Python 3.11 or newer, matching the upstream project metadata.
  • uv installed on the machine running the MCP server.
  • A cloned checkout of `financial-datasets/mcp-server`.
  • Financial Datasets API key stored as `FINANCIAL_DATASETS_API_KEY`.
  • Daloopa account with active subscription
  • Daloopa API key (obtained from Daloopa sales team - contact sales@daloopa.com)
  • Internet connection for accessing Daloopa MCP server (https://mcp.daloopa.com/server/mcp)
  • Claude Desktop 0.7.0+ or Claude Code with MCP support
  • Claude Pro, Team, or Enterprise with Connectors support, or Claude Code with HTTP MCP transport.
  • Internet access to reach the Inferventis Cloud Run endpoint in europe-west1.
  • Optional Inferventis API key for premium market data tools that require authentication.
  • Awareness that financial data is informational and not investment advice.
Install
claude mcp add drillr https://gateway.drillr.ai/mcp/data --transport http --header "Authorization: Bearer $DRILLR_API_KEY"
uv run server.py
claude mcp list && claude mcp status daloopa
claude mcp add --transport http inferventis https://mcp-server-295985738387.europe-west1.run.app/mcp
Config
{
  "mcpServers": {
    "drillr": {
      "type": "http",
      "url": "https://gateway.drillr.ai/mcp/data",
      "headers": {
        "Authorization": "Bearer ${DRILLR_API_KEY}"
      }
    }
  }
}
{
  "mcpServers": {
    "financial-datasets": {
      "command": "uv",
      "args": ["--directory", "PATH_TO_FINANCIAL_DATASETS_MCP", "run", "server.py"],
      "env": {
        "FINANCIAL_DATASETS_API_KEY": "YOUR_API_KEY"
      }
    }
  }
}
{
  "mcpServers": {
    "daloopa": {
      "url": "https://mcp.daloopa.com/server/mcp",
      "type": "http"
    }
  }
}
{
  "mcpServers": {
    "inferventis": {
      "url": "https://mcp-server-295985738387.europe-west1.run.app/mcp",
      "type": "http",
      "headers": {
        "X-API-Key": "YOUR_INFERVENTIS_KEY"
      }
    }
  }
}
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