Block: Quartr Block — Zelaxy Docs

Retrieve companies and list financial documents (reports, slide decks, transcripts) through the Quartr API. Authenticate with a Quartr API key to access Quartr's coverage of public-company earnings materials.

Overview

Property	Value
Type	`quartr`
Category	`tools`
Color	`#5B21B6`

When to Use

Fetch a single public company's profile by its Quartr company ID.
Search and filter all companies covered by Quartr by ticker symbol, ISIN, or country.
List financial documents (annual reports, earnings slide decks, call transcripts) for one or more companies.
Filter documents by event, document type, and a specific date range.
Page through large result sets using cursor-based pagination for both companies and documents.
Wire Quartr data into downstream AI agents for automated earnings analysis or research workflows.

Configuration

Operation

Selects which Quartr API call to make. All other fields depend on this selection.

Label	ID
Get company	`quartr_get_company`
List companies	`quartr_list_companies`
List documents	`quartr_list_documents`

Company ID

Sub-block ID: companyId
Type: short-input
Shown when: Operation = quartr_get_company
Placeholder: 4742

The numeric Quartr company ID of the company to retrieve. Required for the Get company operation.

Tickers

Sub-block ID: tickers
Type: short-input
Shown when: Operation = quartr_list_companies
Placeholder: AAPL,MSFT

Comma-separated list of stock tickers to filter the company list. Optional.

ISINs

Sub-block ID: isins
Type: short-input
Shown when: Operation = quartr_list_companies
Placeholder: US0378331005

Comma-separated list of International Securities Identification Numbers (ISINs) to filter by. Optional.

Countries

Sub-block ID: countries
Type: short-input
Shown when: Operation = quartr_list_companies
Placeholder: US,SE

Comma-separated ISO 3166-1 alpha-2 country codes to restrict results to companies from those countries. Optional.

Company IDs

Sub-block ID: companyIds
Type: short-input
Shown when: Operation = quartr_list_documents
Placeholder: 4742,128

Comma-separated Quartr company IDs to scope the document search. Optional.

Event IDs

Sub-block ID: eventIds
Type: short-input
Shown when: Operation = quartr_list_documents
Placeholder: 128301

Comma-separated Quartr event IDs to retrieve documents from specific earnings events. Optional.

Document Type IDs

Sub-block ID: documentTypeIds
Type: short-input
Shown when: Operation = quartr_list_documents
Placeholder: 7,10

Comma-separated document type IDs to filter by document category (e.g. annual report, slide deck, transcript). Optional.

Start Date

Sub-block ID: startDate
Type: short-input
Shown when: Operation = quartr_list_documents
Placeholder: 2024-01-01

Only return documents dated on or after this ISO 8601 date. Optional.

End Date

Sub-block ID: endDate
Type: short-input
Shown when: Operation = quartr_list_documents
Placeholder: 2024-12-31

Only return documents dated on or before this ISO 8601 date. Optional.

Limit

Sub-block ID: limit
Type: short-input
Shown when: Operation = quartr_list_companies or quartr_list_documents
Placeholder: 10

Maximum number of results to return. Defaults to 10; maximum is 500. Optional.

Cursor

Sub-block ID: cursor
Type: short-input
Shown when: Operation = quartr_list_companies or quartr_list_documents
Placeholder: nextCursor value

Pagination cursor from a previous response's metadata.nextCursor to fetch the next page. Optional.

Quartr API Key

Sub-block ID: apiKey
Type: short-input (password)
Layout: full
Required: yes

Your Quartr API key, sent as the x-api-key header on every request. Store it as a workflow secret and reference it as {{QUARTR_API_KEY}}.

Inputs & Outputs

Inputs:

operation (string) — Operation to perform (quartr_get_company, quartr_list_companies, or quartr_list_documents)
apiKey (string) — Quartr API key
companyId (string) — Quartr company ID (used by Get company)
tickers (string) — Comma-separated tickers (used by List companies)
isins (string) — Comma-separated ISINs (used by List companies)
countries (string) — Comma-separated country codes (used by List companies)
companyIds (string) — Comma-separated company IDs (used by List documents)
eventIds (string) — Comma-separated event IDs (used by List documents)
documentTypeIds (string) — Comma-separated document type IDs (used by List documents)
startDate (string) — Start date in ISO 8601 format (used by List documents)
endDate (string) — End date in ISO 8601 format (used by List documents)
limit (number) — Result limit (used by List companies and List documents)
cursor (number) — Pagination cursor (used by List companies and List documents)

Outputs:

data (json) — Result object or array from Quartr. For Get company: a single company object. For List companies: an array of company objects. For List documents: an array of document objects.
metadata (json) — Response metadata. For Get company: { id }. For list operations: { count, nextCursor }.

Tools

Quartr Get Company (quartr_get_company) — Retrieves a single company from the Quartr API by its numeric company ID. Calls GET https://api.quartr.com/public/v3/companies/{companyId}.
Quartr List Companies (quartr_list_companies) — Lists companies covered by Quartr, with optional filters for tickers, ISINs, country codes, and cursor-based pagination. Calls GET https://api.quartr.com/public/v3/companies.
Quartr List Documents (quartr_list_documents) — Lists financial documents (reports, slide decks, transcripts) from Quartr, filterable by company IDs, event IDs, document type IDs, and date range. Supports cursor-based pagination. Calls GET https://api.quartr.com/public/v3/documents.

YAML Example

quartr_1:
  type: quartr
  name: "Quartr"
  inputs:
    operation: "quartr_list_documents"
    apiKey: "{{QUARTR_API_KEY}}"
    companyIds: "4742,128"
    startDate: "2024-01-01"
    endDate: "2024-12-31"
    documentTypeIds: "7,10"
    limit: 20
  connections:
    outgoing:
      - target: next-block-id

Quartr Block