Quartr MCP Server

Official Quartr MCP server providing AI agents with structured access to earnings call transcripts, investor presentations, filings, and financial data across 65 markets.

Finance by Quartr OAuth2 active

Connect (Remote Server) Docs

Overview

Quartr's official MCP server connects AI agents to first-party investor relations data from public companies worldwide. It exposes earnings call transcripts (including live transcripts during ongoing calls), investor day presentations, capital markets days, AGMs, regulatory filings, slide decks, and financial statements across 65 markets. The server is intended for equity research, fundamental analysis, narrative tracking, and peer benchmarking workflows performed inside Claude or other MCP-compatible clients.

The server is hosted by Quartr at https://mcp.quartr.com/mcp and uses Streamable HTTP transport with OAuth 2.0 (PKCE) authentication. Dynamic client registration handles initial setup and tokens are refreshed automatically. The toolset covers company search and profiles, event and document retrieval, full-text search across transcripts and reports, AI-generated event and document summaries, income statements, balance sheets, cash flow statements, plus user-data primitives like watchlists, keyword alerts, folders, workspaces, and saved search filters.

Notable points: this is the provider-maintained integration (not a community wrapper), data is structured and sourced directly from Quartr's IR dataset rather than scraped from the web, and access requires an active Quartr Pro subscription (student plans are ineligible). Rate limits are roughly 20 to 100 requests per minute per user with Retry-After headers on 429 responses.

Tools

Tool	Description
`search_companies`	Find companies by name or ticker symbol.
`get_company`	Get a company's full profile with ticker, GICS classification, market cap, and status.
`list_companies`	Filter companies by sector, country, status, or market cap (paginated).
`list_related_companies`	Identify peers and competitors for a given company.
`list_events`	Retrieve events like earnings calls and investor days for one or more companies.
`get_event`	Access detailed information about a specific event.
`list_event_types`	View all event types with hierarchical classification.
`list_documents`	Retrieve transcripts, reports, slides, and filings for a company.
`read_document`	Access full text content of a document page by page.
`read_live_transcript`	Read transcripts for ongoing or recently completed events.
`search_documents`	Full-text search across transcripts, slides, and reports.
`get_financials`	Retrieve income statements, balance sheets, and cash flow statements.
`get_document_summary`	Obtain AI-generated summaries for specific documents.
`get_event_summary`	Obtain AI-generated summaries for specific events.
`get_current_user`	Retrieve the signed-in user's profile and subscription information.
`list_watchlists / get_watchlist / create_watchlist / rename_watchlist / delete_watchlist / add_to_watchlist / remove_from_watchlist`	Manage user watchlists and their company members.
`list_keywords / create_keyword / update_keyword / delete_keyword`	Manage keyword alerts for mentions across documents and transcripts.
`list_folders / create_folder / rename_folder / delete_folder`	Organize saved content into folders.
`list_workspaces / create_workspace / delete_workspace / tag_company_to_workspace / untag_company_from_workspace`	Manage workspaces and the companies tagged inside them.
`list_search_filters / create_search_filter / delete_search_filter`	Manage reusable search filter presets.
`list_gics`	List GICS sector and industry classifications.

Setup Guide

Prerequisites

Active Quartr Pro subscription (student plans not eligible)
An MCP-compatible client (Claude Desktop, Claude Code, Codex, etc.)

Claude Desktop

Add to your claude_desktop_config.json:

{
  "mcpServers": {
    "quartr": {
      "type": "streamable-http",
      "url": "https://mcp.quartr.com/mcp"
    }
  }
}

Claude Code

claude mcp add --transport http quartr https://mcp.quartr.com/mcp --scope user

Codex

codex mcp add --transport http quartr https://mcp.quartr.com/mcp

Other clients

Point any Streamable HTTP capable MCP client at https://mcp.quartr.com/mcp. On first connection the client registers dynamically, redirects you to authorize the Quartr account, and receives tokens scoped to mcp:tools. Token refresh is automatic.

Rate limits

Approximately 20 to 100 requests per minute per user. Exceeding the limit returns 429 with a Retry-After header.

Use Cases

Pull the latest earnings call transcript for a ticker and extract management's commentary on margins, guidance, or a specific product line
Run full-text search across a peer group's transcripts and slides for mentions of a theme (e.g., "AI capex", "price increases") and summarize narrative shifts quarter over quarter
Generate an AI summary of an investor day or capital markets day to brief an analyst before a coverage meeting
Read a live transcript during an ongoing earnings call and have the agent flag deviations from prior guidance in real time
Maintain a watchlist with keyword alerts (e.g., "buyback", "layoffs") and have the agent surface new matches across recent filings and transcripts

Example Prompts

"Find Nvidia's latest earnings call transcript and summarize what management said about data center demand."
"Search transcripts from the top 10 US banks last quarter for mentions of 'net interest margin' and compare the tone."
"List all investor day events for European semiconductor companies in the last 12 months and summarize each."
"Pull Apple's last 4 quarters of income statements and compute services gross margin trend."
"Create a watchlist of MAG7 names and add a keyword alert for 'AI capex' and 'supply constraints'."

Pros

Official, provider-maintained server using OAuth 2.0 with PKCE and automatic token refresh
Broad coverage: earnings calls, investor days, AGMs, filings, slides, and financials across 65 markets
Includes AI-generated event and document summaries plus live transcript access during ongoing calls
Structured first-party IR data, not web-scraped, with full-text search and GICS-based filtering

Limitations

Requires a paid Quartr Pro subscription; student plans are not eligible
Rate limited to roughly 20 to 100 requests per minute per user
Closed source (provider-hosted), so no self-hosting or customization of tool behavior

Alternatives

AlphaSense (enterprise search across earnings transcripts and filings, separate platform)
Financial Modeling Prep (FMP) transcripts MCP server for basic earnings transcript access
gaarutyunov/quartr-mcp community wrapper around the Quartr Public API v3 (unofficial)