Quartr Tools

Quartr provides programmatic access to public-company financial data — company profiles plus the documents (reports, slide decks, transcripts) tied to their earnings events. Use these tools in a workflow when you need to look up a company by ID, discover companies by ticker/ISIN/country, or pull a filtered list of financial documents for downstream analysis.

Overview

Operations

Configuration

quartr_get_company

Retrieve a single company from Quartr by its company ID. Calls GET https://api.quartr.com/public/v3/companies/{companyId}.

quartr_list_companies

List companies covered by Quartr, filterable by ticker, ISIN, and country. Calls GET https://api.quartr.com/public/v3/companies with the filters applied as query parameters.

quartr_list_documents

List documents (reports, slide decks, transcripts) from Quartr, filterable by company, event, type, and date range. Calls GET https://api.quartr.com/public/v3/documents with the filters applied as query parameters. Note: documentTypeIds is sent to the API as the typeIds query parameter.

Outputs

quartr_get_company

• data (json) — The requested Quartr company object.
• metadata (json) — Company identifiers. Contains:
  • id (number) — Quartr company ID.

quartr_list_companies

• data (json) — Array of Quartr company objects.
• metadata (json) — List metadata. Contains:
  • count (number) — Number of companies returned.
  • nextCursor (number) — Cursor for the next page (null when none).

quartr_list_documents

• data (json) — Array of Quartr document objects.
• metadata (json) — List metadata. Contains:
  • count (number) — Number of documents returned.
  • nextCursor (number) — Cursor for the next page (null when none).

YAML Example

quartr_1:
  type: quartr
  name: "Quartr"
  inputs:
    operation: "quartr_get_company"
    companyId: "4742"
    apiKey: "{{QUARTR_API_KEY}}"
  connections:
    outgoing:
      - target: next-block-id

List documents for a company over a date range:

quartr_2:
  type: quartr
  name: "Quartr"
  inputs:
    operation: "quartr_list_documents"
    companyIds: "4742,128"
    documentTypeIds: "7,10"
    startDate: "2024-01-01"
    endDate: "2024-12-31"
    limit: 50
    apiKey: "{{QUARTR_API_KEY}}"
  connections:
    outgoing:
      - target: next-block-id

Tips

• Auth is a plain API key in a header. All three operations send your key as the x-api-key header (not a Bearer token). Store it as an environment variable and reference it as {{QUARTR_API_KEY}} — never paste the raw key into a block.
• Discover IDs before fetching documents. Company IDs are not the same as tickers. Use quartr_list_companies with tickers (e.g. AAPL,MSFT) to resolve the numeric Quartr company IDs, then feed {{quartr_1.metadata.count}} / the returned data IDs into quartr_list_documents via companyIds.
• Paginate with the cursor. List operations return metadata.nextCursor; pass it back as cursor on the next call (inside a Loop block) to page through results. limit defaults to 10 and caps at 500.
• All filter params are comma-separated strings. tickers, isins, countries, companyIds, eventIds, and documentTypeIds each accept multiple values in one call (e.g. "7,10"), so you can batch lookups instead of running one block per value.