Quartr

Delete a workspace

delete_workspace

Get a company's full profile

get_company

Get a specific conference by id (from list_conferences): its events — the companies that presented, their dates, and one-line summaries — plus title, dates, type, and total event count. Use this to answer who presented at or what happened at a named conference. Returns up to 25 events per call; raise limit (max 100) or pass pagination.endCursor as after to fetch more.

get_conference

Get information about the currently signed-in user, including name, email, and subscription. Available regardless of subscription status.

get_current_user

Get a Quartr summary of a document (transcript, report, or slides). `summary` is `null` when no summary exists for the document.

get_document_summary

Get details for a specific event

get_event

Get a Quartr summary of an event, covering all attached documents. `summary` is `null` when no summary exists for the event.

get_event_summary

Get a company's reported financial figures — revenue, margins, EPS, net income, cash flow — as standardized income statement, balance sheet, and cash flow values, newest period first. Prefer this over transcript or summary tools for any numeric or financial-figure question: the values are standardized and sourced from the company's filing, and each period links to its report on Quartr (`reportUrl`). Pass `metrics` to return only the line items you need.

get_financials

Get a watchlist with its companies

get_watchlist

List companies with optional filters. Results are paginated (default 20 per page). Use page/perPage params to navigate.

list_companies

List investor / industry conferences. Conferences group related events from multiple companies (e.g. JPMorgan Healthcare Conference, Citi Tech Conference). Supports filtering by date range, organizer company, and title search. Sorted by start date (newest first). Use get_conference to fetch a conference's events.

list_conferences

List documents for a company

list_documents

List all event types

list_event_types

List events for a company or watchlist. At least one of companyId or watchlistId is required; if both are passed, results are filtered by both.

list_events

List GICS classification hierarchy

list_gics

List the user's keyword alerts

list_keywords

Find up to 25 peers and competitors for a company, best first. Each result's basis says why: mentions, co-mentions, watchlists, or industry (weakest, no other evidence). Excludes customers and suppliers.

list_related_companies

List the folders in the user's saved items

list_folders

List user's saved items (transcript paragraphs, report pages, etc). Newest first. When the user asks about their own saved items, use visibility private; null also returns teammates' items from team folders. In text, <mark> wraps the words the user highlighted.

list_saved_items

List the user's saved search filters

list_search_filters

List the user's watchlists

list_watchlists

List the user's workspaces

list_workspaces

Move saved items into or out of a folder. Only their own items, not a teammate's.

move_saved_items

Read a slide deck or report document by `documentId`. Use `read_transcript` for transcripts. `structuredContent.pages[]` contains each page with its `text` and a deep-link `url`. Long documents are returned in chunks — when `nextPage` is set, call again with `startPage: nextPage` to continue.

read_document

Read the transcript for an event. Picks the best available variant automatically (in-house, raw, or live). Pass `eventId`, or `documentId` for a transcript document (resolved to its event, best variant served). Use `section: "qna"` for the Q&A section only. Each paragraph has a timestamped deep-link `url`.

read_transcript

Read a workspace's properties and content

read_workspace

Remove one item from the user's saved items. Only their own items, not a teammate's.

remove_saved_item

Remove companies from a watchlist

remove_from_watchlist

Rename a folder in the user's saved items

rename_folder

Rename a watchlist

rename_watchlist

Save a transcript paragraph or a slide/report page to the user's saved items. Read the source with read_transcript or read_document first; search results don't carry the ids.

save_item

Search for companies by name, ticker symbol, CIQ ID, FIGI, or ISIN. Results are paginated (default 5 per page). Use page/perPage params to navigate.

search_companies

Full-text search across transcripts, slides, and reports

search_documents

Tag a company to a workspace

tag_company_to_workspace

Remove a company tag from a workspace

untag_company_from_workspace

Update a keyword alert. Supports scoping to all companies, followed companies, specific watchlists, specific companies, or followed-plus-watchlists.

update_keyword

Edit a workspace document body from Markdown, either appending content to the end or overwriting it entirely (controlled by mode). The edit lands live for any connected user. A snapshot of the prior state is automatically taken so the user can revert via the workspace's version history.

write_workspace