Quartr

Company IDs to add

Watchlist ID. Use 0 to follow companies.

Folder name

Folder visibility (default: private)

Scope of companies to monitor. 'all' = every company. 'followed' = only companies the user follows. 'watchlists' = only companies in the supplied watchlists (requires watchlistIds). 'companies' = only the supplied companies (requires companyIds). 'followedAndWatchlists' = followed companies plus the supplied watchlists (requires watchlistIds).

The keyword to monitor

Company IDs. Required when companySetting is 'companies'. Use search_companies to find IDs.

Optional document types to restrict alerts (slides, report, transcript).

Event type IDs to restrict alerts to. Omit or pass an empty array to monitor all event types — do not list every event type ID to mean 'all'.

Watchlist IDs. Required when companySetting is 'watchlists' or 'followedAndWatchlists'. Use list_watchlists to find IDs.

Filter name

Specific company IDs

ISO country codes (e.g., "US", "SE")

Event type names in snake_case (e.g., earnings_call)

GICS sector/industry codes (use list_gics to find codes)

Market cap size filter

Name for the new watchlist

Company IDs to add initially

Workspace name

Workspace visibility (default: private)

Folder ID to delete

Keyword ID to delete

Filter ID to delete

Watchlist ID to delete (cannot delete followed companies list, id 0)

Workspace ID to delete

Company ID

Conference (event group) ID

Document ID

Event ID

Event ID

Company ID

End date (ISO 8601, e.g., "2025-01-01"), default today

Statement type filter

Reporting period granularity

Start date (ISO 8601, e.g., "2023-01-01"), default 2 years ago

Watchlist ID

ISO country codes (e.g., US, SE)

GICS sector or industry name

Market cap size filter

Page number (default: 1)

Results per page (default: 20, max: 100)

Company status filter

Opaque cursor from a previous page's pagination.endCursor.

ISO 8601 calendar date — return conferences on/before.

Max results (default 25, max 100).

Filter by organizing company ID (e.g. JPMorgan's company ID for the JPMorgan Healthcare Conference), or null.

Free-text title search (e.g. 'healthcare'), or null.

ISO 8601 calendar date — return conferences on/after.

Company ID

Document types to filter by

End date (ISO 8601, e.g., "2025-01-01")

Max results (default 50, max 200)

Start date (ISO 8601, e.g., "2024-01-01")

Allowlist of nested fields to include in each event. Always an array (or null). null = include all nested fields (default). [] = core fields only. [field, ...] = include only the listed fields. Available fields: documents, contentDates, expectedContent, liveTranscript.

Filter by company ID. At least one of companyId or watchlistId is required.

Return events before this date/time, exclusive. ISO 8601 date (YYYY-MM-DD, e.g. "2025-01-01") or, for hour-level cutoffs, datetime with explicit timezone ("2025-01-01T12:00:00Z" or "2025-01-01T12:00:00+02:00").

Event type names to filter by

Max results (default 50, max 200)

Sort order by date (default desc)

Return events after this date/time, exclusive. ISO 8601 date (YYYY-MM-DD, e.g. "2024-01-01") or, for hour-level cutoffs, datetime with explicit timezone ("2024-01-01T12:00:00Z" or "2024-01-01T12:00:00+02:00").

Filter by watchlist ID. At least one of companyId or watchlistId is required.

Company ID

Search/filter workspaces by name

Filter by visibility. Omit to include both private and team workspaces.

Document ID (slide, report, or transcript).

Event ID — reads the best available transcript for the event.

Shape of `structuredContent.pages[]`. Both formats include the per-page/paragraph `text` (and `speakerName`/`speakerRole` for transcripts). `compact` (default) omits the per-page deep-link `url` — clients build URLs from `pageUrlTemplate`. `verbose` includes a `url` on every page (useful for human-facing UIs). The rendered markdown view is always in `content[0].text` for non-structured-aware clients.

Maximum pages to return (default: all). Use for large documents to limit response size.

The event ID to fetch the live transcript for.

Only return paragraphs that start after this timestamp (in seconds). Use null or omit to get the full transcript. Use this to fetch new content since your last read.

Workspace ID to read

Company IDs to remove

Watchlist ID. Use 0 to unfollow companies.

Folder ID to rename

New folder name

New name for the watchlist

Watchlist ID (cannot rename followed companies list, id 0)

Company name or ticker (e.g., "Apple", "AAPL")

Document types to search

Keyword search query. Max 10 words and 128 characters per OR-separated sub-query (a quoted phrase counts as one word). Supports: implicit AND, OR, * wildcard, -exclusion, `exact phrase`. Example: "`artificial intelligence` revenue growth"

Filter up to this date/time. ISO 8601 date (YYYY-MM-DD) or, for hour-level cutoffs, datetime with explicit timezone (e.g. 2026-06-02T12:00:00Z or 2026-06-02T12:00:00+02:00).

Filing type filter (reports only)

Typesense filter expression. Fields: companyId, eventId, eventTypeId, country, gics.level1-4, marketCapCategory.name. Transcript-only: speaker.role, speaker.name. Example: country:=[US, SE] && gics.level1:=["Information Technology"]

Max results (default 25, max 100)

Filter from this date/time onwards. ISO 8601 date (YYYY-MM-DD) or, for hour-level cutoffs, datetime with explicit timezone (e.g. 2026-06-02T12:00:00Z or 2026-06-02T12:00:00+02:00).

Company ID to tag

Workspace ID

Tag ID to remove (returned from tag_company_to_workspace)

Workspace ID

Scope of companies to monitor. 'all' = every company. 'followed' = only companies the user follows. 'watchlists' = only companies in the supplied watchlists (requires watchlistIds). 'companies' = only the supplied companies (requires companyIds). 'followedAndWatchlists' = followed companies plus the supplied watchlists (requires watchlistIds).

Keyword ID to update

Updated keyword text

Company IDs. Required when companySetting is 'companies'. Use search_companies to find IDs.

Optional document types to restrict alerts (slides, report, transcript).

Event type IDs to restrict alerts to. Omit or pass an empty array to monitor all event types — do not list every event type ID to mean 'all'.

Watchlist IDs. Required when companySetting is 'watchlists' or 'followedAndWatchlists'. Use list_watchlists to find IDs.

Document content as Markdown — the same format returned by read_workspace. Supports headings, paragraphs, bold/italic/links/inline code, blockquotes, and bullet/ordered/nested lists.

`append` adds content to the end of the document body. `overwrite` replaces the entire body. Prefer `append` unless the user asked for a full rewrite.

Workspace ID to write to