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AI Assistant

Talk to your drilling business from Claude, ChatGPT, and other AI assistants

Included with DrillerDB

Talk to your drilling business.

Connect DrillerDB to Claude, ChatGPT, or any MCP-compatible AI assistant and skip the clicks. Jobs, schedules, money owed, well logs - your whole shop is one question away. And when the AI wants to send something to a customer, it waits for your approval first.

Works with Claude · ChatGPT · Cursor · Codex

37
tools your assistant can use today
28 + 9
read tools + write tools
OAuth 2.0
sign-in - never an API key
100%
of tool calls audit-logged

Six Things You'll Use on Day One

Every example below runs on tools that exist in the connector today - the tool names are listed under each card.

Morning standup

See the schedule without opening a screen

Try asking:

What's on the schedule tomorrow, and which crew has each job?

Every booked job with its date and crew, straight from your DrillerDB schedule.

query_schedule, list_crews

Money mode

Chase the money that's actually late

Try asking:

Who owes us more than $5,000 and is past 60 days? Sort by oldest invoice.

A real accounts-receivable aging report - current, 30, 60, 90+ buckets - in one question.

ar_aging_report, list_invoices, get_invoice_detail

Customer pull-up

Know a customer's whole history in one breath

Try asking:

Pull up everything on Trillion Farms: their projects, what we've billed them, and any open proposals.

Project history, lifetime billing, and proposal status without clicking through three screens.

list_projects_by_customer, total_billed_by_contact, customer_ltv_report, list_proposals

Well memory

Ask what the ground looked like

Try asking:

What did we hit on the Hansen well? Give me the lithology, casing, and static water level.

Depth-by-depth geology from your own well logs: formations, casing, and water levels.

query_well_logs, get_project_detail

Pipeline check

See where next quarter's revenue stands

Try asking:

What does our revenue pipeline look like? Which proposals are still waiting on customers?

Open proposals, pending work, and pipeline value summarized from live data.

revenue_pipeline, list_proposals, get_project_financials

Field follow-up

Keep tabs on crews, hours, and equipment

Try asking:

Summarize last week's timecards by project, and list any field reports filed for the Smith job.

Timecard totals, field reports, work orders, and equipment - the whole field picture.

get_timecard_summary, list_field_reports, list_work_orders, list_equipment

It Doesn't Just Answer. It Acts - With Your Approval.

Reading your data is useful. Getting work done is better. The connector ships nine write tools: quick additive actions like notes, field reports, and status changes run directly, while anything that touches a customer or your books goes through an approval gate.

Approval-gated actions pause mid-conversation. The assistant tells you it's waiting, you approve or deny the action in your DrillerDB console, and only then does it run. Approve it and the assistant picks up right where it left off.

Every action - gated or not - lands in the audit log with the assistant's identity attached, so the activity trail always shows what was done by AI and what was done by hand.

Direct

Update a job's status

Open, closed, on-hold, cancelled, active - stamped on the activity log with the assistant's identity.

update_project_status

Direct

Add notes and field reports

Attach a note to any project or file a field report from a conversation recap.

attach_note_to_project, submit_field_report

Approval

Schedule a job

Books a project to a date and crew. Detects double-booking and refuses to overwrite - and waits for your approval first.

schedule_project

Approval

Generate a proposal

Produces the same proposal PDF the DrillerDB app generates, with totals and a download link - after you approve.

generate_proposal

Approval

Send a proposal or invoice

Emails the document to your customer through DrillerDB's send flow. Nothing leaves the building until you approve it.

send_proposal, send_invoice

Approval

Import a vendor bill or convert a quote

Bring a vendor invoice into DrillerDB or turn an approved quote into a project - both approval-gated.

import_vendor_invoice, create_project_from_quote

The Full Tool List - No Hand-Waving

This is the complete surface your AI assistant gets - exactly what the server exposes, nothing more. Tools marked with * are approval-gated.

Read (28)

list_my_projects, get_project_detail, list_projects_by_customer, get_project_financials, list_customers, list_invoices, get_invoice_detail, list_proposals, get_proposal_detail, get_quote_detail, get_company_proposal_habits, list_work_orders, get_work_order_detail, list_crews, query_schedule, list_field_reports, list_project_files, list_communications, get_communication_detail, list_equipment, get_equipment_detail, list_timecards, get_timecard_summary, query_well_logs, customer_ltv_report, total_billed_by_contact, revenue_pipeline, ar_aging_report

Write (9)

attach_note_to_project, submit_field_report, update_project_status, schedule_project*, import_vendor_invoice*, create_project_from_quote*, generate_proposal*, send_proposal*, send_invoice*

Technical details - OAuth scopes, troubleshooting, and client setup - live on the connector setup page.

Set Up in Three Steps

No IT department required. If you can log in to DrillerDB, you can connect your AI assistant in a few minutes.

01

Add the connector

In your AI client (Claude, ChatGPT, Cursor, Codex), add a custom connector with the server URL "https://mcp.drillerdb.com". Your client discovers the sign-in flow automatically.

02

Sign in with DrillerDB

A standard OAuth 2.0 sign-in with your existing DrillerDB email and password. No API keys to copy, no tokens to manage. Access is scoped to your company only.

03

Just ask

Start with "What's on the schedule tomorrow?" or "Who owes us money past 60 days?" Your assistant pulls live answers from your account.

Built Like You'd Want It Built

Your customer list and your receivables are your business. The connector treats them that way.

OAuth 2.0 sign-in, never an API key

You authorize the connector with your DrillerDB login through a standard OAuth flow. There is no API key to leak, share, or rotate.

Scoped to your company - always

Every request is locked to the company on your sign-in, derived from your token - never from anything the AI types. The connector cannot read another company's data.

Approval gates on anything customer-facing

Sending a proposal or invoice, scheduling a job, generating a proposal, importing a vendor bill - these pause and wait for your explicit approval in DrillerDB before they run.

Every call audit-logged

All 37 tools record who called them, what was asked, when, and the outcome. You can always see exactly what the assistant did.

Rate-limited by design

The server enforces per-client rate limits (100 calls/minute, 1,000/hour), so a runaway session can't hammer your account.

Revoke any time

Remove the connector in your AI client and its tokens are revoked immediately. Reconnecting requires a fresh sign-in.

Connector data handling is covered in our Privacy Policy.

The honest list

What It Can't Do

We'd rather you know the edges up front than find them mid-conversation.

It can't email or text customers freely

The only customer-facing sends are proposals and invoices through DrillerDB's own send flow - and both wait for your approval. There is no general 'send a message' capability.

It can't edit invoices, proposals, or customer records

Writes today are: job status, notes, field reports, scheduling, vendor bill import, proposal generate/send, invoice send, and quote-to-project conversion. Line-item editing stays in the app.

It can't delete anything

There is no delete tool. The closest action is setting a job's status to cancelled - which is visible and reversible in DrillerDB.

It can't upload files through chat

It can list the files already attached to a project, but uploads still happen in DrillerDB directly.

Answers are only as good as your data

The assistant reads your DrillerDB account. If well logs or invoices were never entered, it can't conjure them.

Want a capability prioritized? Email craig@drillerdb.com. We move fast on customer requests.

AI Assistant Questions, Answered

Any MCP-compatible client that supports remote connectors: Claude (claude.ai and Claude Desktop), ChatGPT, Cursor, and Codex all work with the same DrillerDB connector. You add https://mcp.drillerdb.com as a custom connector and sign in with your DrillerDB account. Note that some AI clients only offer custom connectors on their paid plans - check your client's plan details.
Yes. The connector is part of DrillerDB - there is no add-on fee from us. You sign in with the same account you already use.
No. Sending a proposal or invoice, generating a proposal, scheduling a job, importing a vendor bill, and converting a quote to a project are all approval-gated: the action pauses, you approve or deny it in your DrillerDB console, and only then does it run. Every tool call - read or write - is also recorded in an audit log.
No. Every request is scoped to the company on your DrillerDB sign-in. The company scope comes from your OAuth token, never from anything typed in chat, so the connector cannot read or write another company's data.
Remove the connector in your AI client (for example, under Settings then Connectors in Claude). Its tokens are revoked immediately and the assistant loses all access until you sign in again.
37 tools: 28 read tools covering projects, customers, invoices, proposals, quotes, work orders, crews, schedule, field reports, project files, communications, equipment, timecards, well logs, and financial reports (AR aging, customer lifetime value, revenue pipeline, project financials); plus 9 write tools - notes, field reports, job status, and the approval-gated actions: scheduling, proposal generation and sending, invoice sending, vendor bill import, and quote-to-project conversion.
Yes - wherever your AI assistant runs. If you use the Claude or ChatGPT mobile app with the connector set up, you can ask about your schedule or receivables from the truck.

Your Data Already Knows the Answer. Now You Can Ask It.

Already on DrillerDB? Connect your AI assistant in minutes. Not yet? See the whole platform in a 30-minute demo.