Claude Quartr connectorWhat Claude can do in your Quartr account.
The Claude Quartr connector exposes 38 tools: 20 read, 17 write, 1 undocumented. Published by Quartr, it lets Claude research listed companies through their events, transcripts, slides, reports and financials, and organise your watchlists, alerts, folders and workspaces.
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What the Quartr connector changes for company research
Quartr gathers first-party investor relations material from more than 14,500 public companies across 65 markets: earnings calls, transcripts, slide decks, filings and reports. With this connector, you ask Claude a question about a company and Claude finds the event, reads the transcript or the deck, checks the reported figures and answers with the source at hand.
Go from a company to what it said. list_events finds a company's events, get_event_summary gives Quartr's summary, and search_documents pulls the exact passages across transcripts and slides.
Check the numbers, not the narrative. When the question is about revenue or EPS, get_financials returns standardised statement values from the company's filing, newest period first, with a link to the report.
Keep your coverage tidy. Claude can build a watchlist with create_watchlist and add_to_watchlist, then set a keyword alert with create_keyword.
What it will not do: nothing runs on its own when a company reports; Claude only acts while it answers you, and Quartr reserves this server for individual research, not for building products on its data. We have no n8n, Make or Zapier page for Quartr; our Integrations hub lists the platforms we cover, and the Claude connectors page gathers the others.
Five words before you connect
The Claude vocabulary used on this page, in one minute.
- Connector
- The link you set up once between Claude and an account you already own, so Claude can work on it while it answers you.
- Tool
- One named thing a connector lets Claude do on that account. Claude picks the tools it needs, and the directory sheet lists them by name.
- Authorization
- Quartr's own sign-in screen, where you hand Claude the access it will use afterwards. Granted once per person, withdrawn the same way.
- Approval
- The confirmation Claude waits for before it goes ahead with something that changes the account, shown in the chat when it matters.
- MCP
- The shared standard connectors are built on: it is what lets an assistant like Claude talk to an outside service such as Quartr.
Connect the Claude Quartr connector in three steps
- 01
Find Quartr in Connectors
Open Claude's settings, go to Customize then Connectors, and search for Quartr. On a Team or Enterprise workspace, an Owner or Primary Owner has to enable it for the organization before members can sign in individually.
- 02
Connect and sign in to Quartr
Click Connect on the Quartr row and log in with your Quartr account in the window Quartr opens. If the link breaks later, Disconnect and connect again, or withdraw the access from your Quartr account.
- 03
Approve Quartr's screen
Read Quartr's authorization screen before you accept it: Quartr, not Claude, decides what the access covers. From then on, Claude reaches your watchlists, alerts, saved items and workspaces with your rights and nothing beyond them.
The 38 tools of the Quartr connector
Quartr gives Claude 38 tools: 20 that read your account, 17 that change something in it, and 1 no official source describes.
Twenty tools read company data and your lists, seventeen change your watchlists, alerts, folders, workspaces or filters, and one has no description. Names stay exactly as Claude shows them.
- 20 read
- 17 write
- 1 not documented
What Claude reads (20)
20 toolsCompanies, events, documents, summaries, financials, plus the lists and filters already in your account.
search_companies
Finds companies by name, ticker symbol, CIQ ID, FIGI or ISIN. Results come in pages, five per page by default, which Claude can page through. Quartr allows 100 requests a minute for this tool.
get_company
Retrieves a company's full profile from Quartr once its ID is known; Quartr's documentation describes it in those terms and no more. The tool allows 60 requests a minute.
list_companies
Lists the companies Quartr covers, with optional filters, twenty per page by default; Claude pages through when the list is longer. Quartr allows 60 requests a minute for it.
list_related_companies
Returns companies related to a given one, such as its peers and competitors, so a comparison set does not have to be built by hand. Quartr allows 60 requests a minute for it.
list_events
Lists the events of a company or of a watchlist; at least one of the two is required, and when both are given the results are filtered by both. Quartr allows 60 requests a minute.
get_event
Opens one event in detail from its ID, the step that comes after finding it in a list of events. Quartr's documentation adds nothing more about it, and the tool allows 60 requests a minute.
list_event_types
Returns every event type Quartr uses, as one complete list rather than a filtered one; Quartr documents it in those words and allows 100 requests a minute for it.
list_documents
Lists the documents Quartr holds for one company, as a step before reading or searching them. Quartr documents nothing more about it, and the tool allows 60 requests a minute.
read_document
Reads a slide deck or a report page by page, each page with its text and a link to it on Quartr. Long documents arrive in chunks that Claude continues through. Transcripts are read with a different tool.
search_documents
Runs a full-text search across transcripts, slides and reports at once, so Claude finds where a subject comes up instead of reading every document. Quartr allows 30 requests a minute for it.
get_financials
Returns a company's reported figures, such as revenue, margins, EPS, net income and cash flow, as standardised statement values sourced from its filing, newest period first, each linked to its report.
get_document_summary
Fetches Quartr's summary of a single transcript, report or slide deck; when no summary exists for that document, the answer is empty. Quartr allows 20 requests a minute.
get_event_summary
Brings back Quartr's summary of a whole event, covering all the documents attached to it; when Quartr has none, the answer is empty. The tool allows 20 requests a minute.
list_watchlists
Lists the watchlists saved in your Quartr account, the starting point before Claude opens one of them. Quartr allows 100 requests a minute for this tool and documents nothing more.
get_watchlist
Opens one watchlist with the companies it contains, so Claude can then look up their events or documents. Quartr allows 100 requests a minute for it.
list_keywords
Lists the keyword alerts set up in your Quartr account, as one list. Quartr allows 100 requests a minute for this tool.
list_folders
Lists the folders that organise your saved items in Quartr, as one list. Quartr allows 100 requests a minute for it. It is labelled read-only.
list_workspaces
Lists your Quartr workspaces, as one list with their IDs. Quartr allows 100 requests a minute for this tool.
list_search_filters
Lists the search filters saved in your Quartr account, so Claude can reuse one rather than rebuild its conditions. Quartr allows 100 requests a minute for it. It is labelled read-only.
list_gics
Returns the GICS classification hierarchy, the standard tree of sectors and industries, as Quartr exposes it. Quartr allows 100 requests a minute for this tool.
What Claude changes (17)
17 toolsSeventeen tools that add, rename, tag or remove items in your own Quartr organisation. Quartr labels the removals destructive.
create_watchlist
Approval: see the ruleAdds a new, named watchlist to your Quartr account, ready to receive companies.
rename_watchlist
Approval: see the ruleGives an existing watchlist a new name. The list of followed companies cannot be renamed.
delete_watchlist
Approval: see the ruleRemoves a watchlist from your account; Quartr labels the tool destructive. The list of followed companies cannot be deleted.
add_to_watchlist
Approval: see the rulePuts one or several companies into an existing watchlist.
remove_from_watchlist
Approval: see the ruleTakes companies out of a watchlist; Quartr labels this destructive. Quartr caps removals from a list at 60 requests a minute.
create_keyword
Approval: see the ruleSets up a keyword alert, scoped to all companies, followed companies, chosen watchlists, chosen companies, or followed companies plus watchlists.
update_keyword
Approval: see the ruleEdits an existing keyword alert, including its scope among all companies, followed ones, watchlists or specific names.
delete_keyword
Approval: see the ruleRemoves a keyword alert for good; Quartr tags it destructive. Deleting alerts is capped at 40 requests a minute.
create_folder
Approval: see the ruleCreates a folder in your saved items. Creating folders is capped at 40 requests a minute.
rename_folder
Approval: see the ruleChanges the name of a folder in your saved items. Renaming a folder is capped at 60 requests a minute.
delete_folder
Approval: see the ruleRemoves a folder from your saved items; Quartr marks this destructive. Folder deletion is capped at 40 requests a minute.
create_workspace
Approval: see the ruleOpens a new workspace in your Quartr account. New workspaces are capped at 40 requests a minute.
delete_workspace
Approval: see the ruleRemoves a workspace; Quartr labels the tool destructive. Workspace deletion is capped at 40 requests a minute.
tag_company_to_workspace
Approval: see the ruleAttaches a company to a workspace as a tag.
untag_company_from_workspace
Approval: see the ruleRemoves a company's tag from a workspace; Quartr labels this tool destructive. Untagging is capped at 60 requests a minute.
create_search_filter
Approval: see the ruleStores a search filter under a name in your account for later reuse.
delete_search_filter
Approval: see the ruleRemoves a saved search filter; Quartr marks the tool destructive. Deleting a filter is capped at 40 requests a minute.
Undocumented (1)
1 toolThe directory lists this name, but no official text describes it, and we will not guess from the name.
read_live_transcript
The directory lists this name, but Quartr's documentation does not include it: it documents a different transcript tool that is absent from the sheet. No official page explains this one, so this page makes no claim about it.
What Claude asks before it acts
By default, Claude stops and asks before each action it carries out on an account for someone. Quartr labels each tool as read-only, write or destructive, but no source says whether Claude shows a specific prompt for the write or destructive ones, so the default rule is what applies.
On Team and Enterprise workspaces, owners decide whether a member may let some actions through without being asked again. They can also restrict what a connector may do for the whole organization, for instance keep reading and block writing, and no member overrides that from their own account. Claude works with the rights of the person who connected it and nothing more: your lists, alerts and saved items, the same company data your Quartr account shows.
Which Claude plans include it
Anthropic's general rule: remote connectors are open to all users on Claude, Cowork, Claude Desktop and mobile, while desktop extensions install in Claude Desktop.
On Team and Enterprise, an Owner or Primary Owner enables a connector for the organization before members can sign in. For Quartr's current status on the Claude side, check its sheet in the official directory, linked from the button at the top of this page. No official source publishes Claude plan availability connector by connector; that sheet is the place to confirm it.
What the Quartr connector does not do
Only Quartr documents this connector, on its own documentation site: neither the Claude help center nor Anthropic's developer docs have a page about it.
A connector is not an automation: Claude calls its tools during a reply, and nothing fires when a company publishes results. The directory's verification badge is not a security audit, and Anthropic says on every sheet that it does not control the tools a publisher exposes. The sheet and Quartr's documentation also differ slightly: one transcript tool on the sheet is missing from the docs, which describe another one instead.
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