chore: import upstream snapshot with attribution

apps/sim/tools/quartr/get_audio.ts

@@ -0,0 +1,60 @@
+import {
+  QUARTR_AUDIO_OUTPUT_PROPERTIES,
+  type QuartrAudioDto,
+  type QuartrGetAudioParams,
+  type QuartrGetAudioResponse,
+  type QuartrSingleDto,
+} from '@/tools/quartr/types'
+import { buildQuartrUrl, mapQuartrAudio, parseQuartrResponse } from '@/tools/quartr/utils'
+import type { ToolConfig } from '@/tools/types'
+
+export const quartrGetAudioTool: ToolConfig<QuartrGetAudioParams, QuartrGetAudioResponse> = {
+  id: 'quartr_get_audio',
+  name: 'Quartr Get Audio',
+  description:
+    'Retrieve an archived event audio recording from Quartr by its audio ID. Returns download (MPEG) and streaming (M3U8) URLs.',
+  version: '1.0.0',
+
+  params: {
+    apiKey: {
+      type: 'string',
+      required: true,
+      visibility: 'user-only',
+      description: 'Quartr API key',
+    },
+    audioId: {
+      type: 'number',
+      required: true,
+      visibility: 'user-or-llm',
+      description: 'Quartr audio ID (e.g., 123964)',
+    },
+  },
+
+  request: {
+    url: (params) =>
+      buildQuartrUrl(`/audio/${encodeURIComponent(String(params.audioId).trim())}`, {
+        expand: 'event',
+      }),
+    method: 'GET',
+    headers: (params) => ({ 'x-api-key': params.apiKey }),
+  },
+
+  transformResponse: async (response) => {
+    const data = await parseQuartrResponse<QuartrSingleDto<QuartrAudioDto>>(response, 'get audio')
+
+    return {
+      success: true,
+      output: {
+        audio: mapQuartrAudio(data.data),
+      },
+    }
+  },
+
+  outputs: {
+    audio: {
+      type: 'object',
+      description: 'The requested audio recording',
+      properties: QUARTR_AUDIO_OUTPUT_PROPERTIES,
+    },
+  },
+}

apps/sim/tools/quartr/get_company.ts

@@ -0,0 +1,60 @@
+import {
+  QUARTR_COMPANY_OUTPUT_PROPERTIES,
+  type QuartrCompanyDto,
+  type QuartrGetCompanyParams,
+  type QuartrGetCompanyResponse,
+  type QuartrSingleDto,
+} from '@/tools/quartr/types'
+import { buildQuartrUrl, mapQuartrCompany, parseQuartrResponse } from '@/tools/quartr/utils'
+import type { ToolConfig } from '@/tools/types'
+
+export const quartrGetCompanyTool: ToolConfig<QuartrGetCompanyParams, QuartrGetCompanyResponse> = {
+  id: 'quartr_get_company',
+  name: 'Quartr Get Company',
+  description: 'Retrieve a single company from Quartr by its company ID.',
+  version: '1.0.0',
+
+  params: {
+    apiKey: {
+      type: 'string',
+      required: true,
+      visibility: 'user-only',
+      description: 'Quartr API key',
+    },
+    companyId: {
+      type: 'number',
+      required: true,
+      visibility: 'user-or-llm',
+      description: 'Quartr company ID (e.g., 4742)',
+    },
+  },
+
+  request: {
+    url: (params) =>
+      buildQuartrUrl(`/companies/${encodeURIComponent(String(params.companyId).trim())}`),
+    method: 'GET',
+    headers: (params) => ({ 'x-api-key': params.apiKey }),
+  },
+
+  transformResponse: async (response) => {
+    const data = await parseQuartrResponse<QuartrSingleDto<QuartrCompanyDto>>(
+      response,
+      'get company'
+    )
+
+    return {
+      success: true,
+      output: {
+        company: mapQuartrCompany(data.data),
+      },
+    }
+  },
+
+  outputs: {
+    company: {
+      type: 'object',
+      description: 'The requested company',
+      properties: QUARTR_COMPANY_OUTPUT_PROPERTIES,
+    },
+  },
+}

apps/sim/tools/quartr/get_event.ts

@@ -0,0 +1,56 @@
+import {
+  QUARTR_EVENT_OUTPUT_PROPERTIES,
+  type QuartrEventDto,
+  type QuartrGetEventParams,
+  type QuartrGetEventResponse,
+  type QuartrSingleDto,
+} from '@/tools/quartr/types'
+import { buildQuartrUrl, mapQuartrEvent, parseQuartrResponse } from '@/tools/quartr/utils'
+import type { ToolConfig } from '@/tools/types'
+
+export const quartrGetEventTool: ToolConfig<QuartrGetEventParams, QuartrGetEventResponse> = {
+  id: 'quartr_get_event',
+  name: 'Quartr Get Event',
+  description: 'Retrieve a single corporate event from Quartr by its event ID.',
+  version: '1.0.0',
+
+  params: {
+    apiKey: {
+      type: 'string',
+      required: true,
+      visibility: 'user-only',
+      description: 'Quartr API key',
+    },
+    eventId: {
+      type: 'number',
+      required: true,
+      visibility: 'user-or-llm',
+      description: 'Quartr event ID (e.g., 128301)',
+    },
+  },
+
+  request: {
+    url: (params) => buildQuartrUrl(`/events/${encodeURIComponent(String(params.eventId).trim())}`),
+    method: 'GET',
+    headers: (params) => ({ 'x-api-key': params.apiKey }),
+  },
+
+  transformResponse: async (response) => {
+    const data = await parseQuartrResponse<QuartrSingleDto<QuartrEventDto>>(response, 'get event')
+
+    return {
+      success: true,
+      output: {
+        event: mapQuartrEvent(data.data),
+      },
+    }
+  },
+
+  outputs: {
+    event: {
+      type: 'object',
+      description: 'The requested event',
+      properties: QUARTR_EVENT_OUTPUT_PROPERTIES,
+    },
+  },
+}

apps/sim/tools/quartr/get_event_summary.ts

@@ -0,0 +1,103 @@
+import {
+  QUARTR_SUMMARY_SOURCE_OUTPUT_PROPERTIES,
+  type QuartrGetEventSummaryParams,
+  type QuartrGetEventSummaryResponse,
+  type QuartrSingleDto,
+  type QuartrSummaryDto,
+} from '@/tools/quartr/types'
+import {
+  buildQuartrUrl,
+  isQuartrToggleEnabled,
+  mapQuartrSummarySource,
+  parseQuartrResponse,
+} from '@/tools/quartr/utils'
+import type { ToolConfig } from '@/tools/types'
+
+export const quartrGetEventSummaryTool: ToolConfig<
+  QuartrGetEventSummaryParams,
+  QuartrGetEventSummaryResponse
+> = {
+  id: 'quartr_get_event_summary',
+  name: 'Quartr Get Event Summary',
+  description:
+    'Retrieve the AI-generated summary of a corporate event from Quartr, with selectable length and optional plain-text formatting.',
+  version: '1.0.0',
+
+  params: {
+    apiKey: {
+      type: 'string',
+      required: true,
+      visibility: 'user-only',
+      description: 'Quartr API key',
+    },
+    eventId: {
+      type: 'number',
+      required: true,
+      visibility: 'user-or-llm',
+      description: 'Quartr event ID (e.g., 128301)',
+    },
+    summaryLength: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'Length preset for the summary: "line", "short", or "long" (default: short)',
+    },
+    plainSummary: {
+      type: 'boolean',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'Return a plain-text summary without embedded document source tags',
+    },
+  },
+
+  request: {
+    url: (params) =>
+      buildQuartrUrl(`/events/${encodeURIComponent(String(params.eventId).trim())}/summary`, {
+        length: params.summaryLength,
+        plain: isQuartrToggleEnabled(params.plainSummary) ? true : undefined,
+      }),
+    method: 'GET',
+    headers: (params) => ({ 'x-api-key': params.apiKey }),
+  },
+
+  transformResponse: async (response) => {
+    const data = await parseQuartrResponse<QuartrSingleDto<QuartrSummaryDto>>(
+      response,
+      'get event summary'
+    )
+    const summary = data.data
+
+    return {
+      success: true,
+      output: {
+        summary: summary.summary,
+        sources: (summary.sources ?? []).map(mapQuartrSummarySource),
+        summaryId: summary.id,
+        summaryCreatedAt: summary.createdAt,
+        summaryUpdatedAt: summary.updatedAt,
+      },
+    }
+  },
+
+  outputs: {
+    summary: {
+      type: 'string',
+      description:
+        'AI-generated event summary in Markdown (includes embedded document source tags unless a plain-text summary is requested)',
+    },
+    sources: {
+      type: 'array',
+      description: 'Source documents referenced by the summary',
+      items: { type: 'object', properties: QUARTR_SUMMARY_SOURCE_OUTPUT_PROPERTIES },
+    },
+    summaryId: { type: 'number', description: 'Quartr summary ID' },
+    summaryCreatedAt: {
+      type: 'string',
+      description: 'Summary creation timestamp (ISO 8601)',
+    },
+    summaryUpdatedAt: {
+      type: 'string',
+      description: 'Summary last update timestamp (ISO 8601)',
+    },
+  },
+}

apps/sim/tools/quartr/get_report.ts

@@ -0,0 +1,77 @@
+import {
+  QUARTR_DOCUMENT_OUTPUT_PROPERTIES,
+  type QuartrDocumentDto,
+  type QuartrGetDocumentFileResponse,
+  type QuartrGetReportParams,
+  type QuartrSingleDto,
+} from '@/tools/quartr/types'
+import { buildQuartrUrl, mapQuartrDocument, parseQuartrResponse } from '@/tools/quartr/utils'
+import type { ToolConfig } from '@/tools/types'
+
+export const quartrGetReportTool: ToolConfig<QuartrGetReportParams, QuartrGetDocumentFileResponse> =
+  {
+    id: 'quartr_get_report',
+    name: 'Quartr Get Report',
+    description:
+      'Retrieve a filing or report (10-K, 10-Q, earnings release, etc.) from Quartr by its document ID and download the PDF file.',
+    version: '1.0.0',
+
+    params: {
+      apiKey: {
+        type: 'string',
+        required: true,
+        visibility: 'user-only',
+        description: 'Quartr API key',
+      },
+      reportId: {
+        type: 'number',
+        required: true,
+        visibility: 'user-or-llm',
+        description: 'Quartr document ID of the report (e.g., 432907)',
+      },
+    },
+
+    request: {
+      url: (params) =>
+        buildQuartrUrl(`/documents/reports/${encodeURIComponent(String(params.reportId).trim())}`, {
+          expand: 'event',
+        }),
+      method: 'GET',
+      headers: (params) => ({ 'x-api-key': params.apiKey }),
+    },
+
+    transformResponse: async (response) => {
+      const data = await parseQuartrResponse<QuartrSingleDto<QuartrDocumentDto>>(
+        response,
+        'get report'
+      )
+      const document = mapQuartrDocument(data.data)
+
+      return {
+        success: true,
+        output: {
+          document,
+          fileUrl: document.fileUrl,
+          file: {
+            name: `quartr-report-${document.id}.pdf`,
+            mimeType: 'application/pdf',
+            url: document.fileUrl,
+          },
+        },
+      }
+    },
+
+    outputs: {
+      document: {
+        type: 'object',
+        description: 'Report metadata',
+        properties: QUARTR_DOCUMENT_OUTPUT_PROPERTIES,
+      },
+      fileUrl: { type: 'string', description: 'URL of the report PDF' },
+      file: {
+        type: 'file',
+        description: 'Downloaded report PDF stored in execution files',
+        fileConfig: { mimeType: 'application/pdf', extension: 'pdf' },
+      },
+    },
+  }

apps/sim/tools/quartr/get_slide_deck.ts

@@ -0,0 +1,79 @@
+import {
+  QUARTR_DOCUMENT_OUTPUT_PROPERTIES,
+  type QuartrDocumentDto,
+  type QuartrGetDocumentFileResponse,
+  type QuartrGetSlideDeckParams,
+  type QuartrSingleDto,
+} from '@/tools/quartr/types'
+import { buildQuartrUrl, mapQuartrDocument, parseQuartrResponse } from '@/tools/quartr/utils'
+import type { ToolConfig } from '@/tools/types'
+
+export const quartrGetSlideDeckTool: ToolConfig<
+  QuartrGetSlideDeckParams,
+  QuartrGetDocumentFileResponse
+> = {
+  id: 'quartr_get_slide_deck',
+  name: 'Quartr Get Slide Deck',
+  description:
+    'Retrieve a slide presentation from Quartr by its document ID and download the PDF file.',
+  version: '1.0.0',
+
+  params: {
+    apiKey: {
+      type: 'string',
+      required: true,
+      visibility: 'user-only',
+      description: 'Quartr API key',
+    },
+    slideDeckId: {
+      type: 'number',
+      required: true,
+      visibility: 'user-or-llm',
+      description: 'Quartr document ID of the slide deck (e.g., 432907)',
+    },
+  },
+
+  request: {
+    url: (params) =>
+      buildQuartrUrl(`/documents/slides/${encodeURIComponent(String(params.slideDeckId).trim())}`, {
+        expand: 'event',
+      }),
+    method: 'GET',
+    headers: (params) => ({ 'x-api-key': params.apiKey }),
+  },
+
+  transformResponse: async (response) => {
+    const data = await parseQuartrResponse<QuartrSingleDto<QuartrDocumentDto>>(
+      response,
+      'get slide deck'
+    )
+    const document = mapQuartrDocument(data.data)
+
+    return {
+      success: true,
+      output: {
+        document,
+        fileUrl: document.fileUrl,
+        file: {
+          name: `quartr-slide-deck-${document.id}.pdf`,
+          mimeType: 'application/pdf',
+          url: document.fileUrl,
+        },
+      },
+    }
+  },
+
+  outputs: {
+    document: {
+      type: 'object',
+      description: 'Slide deck metadata',
+      properties: QUARTR_DOCUMENT_OUTPUT_PROPERTIES,
+    },
+    fileUrl: { type: 'string', description: 'URL of the slide deck PDF' },
+    file: {
+      type: 'file',
+      description: 'Downloaded slide deck PDF stored in execution files',
+      fileConfig: { mimeType: 'application/pdf', extension: 'pdf' },
+    },
+  },
+}

apps/sim/tools/quartr/get_transcript.ts

@@ -0,0 +1,80 @@
+import {
+  QUARTR_DOCUMENT_OUTPUT_PROPERTIES,
+  type QuartrDocumentDto,
+  type QuartrGetDocumentFileResponse,
+  type QuartrGetTranscriptParams,
+  type QuartrSingleDto,
+} from '@/tools/quartr/types'
+import { buildQuartrUrl, mapQuartrDocument, parseQuartrResponse } from '@/tools/quartr/utils'
+import type { ToolConfig } from '@/tools/types'
+
+export const quartrGetTranscriptTool: ToolConfig<
+  QuartrGetTranscriptParams,
+  QuartrGetDocumentFileResponse
+> = {
+  id: 'quartr_get_transcript',
+  name: 'Quartr Get Transcript',
+  description:
+    'Retrieve an event transcript from Quartr by its document ID and download the transcript JSON file (paragraphs, sentences, timestamps, and speaker identification).',
+  version: '1.0.0',
+
+  params: {
+    apiKey: {
+      type: 'string',
+      required: true,
+      visibility: 'user-only',
+      description: 'Quartr API key',
+    },
+    transcriptId: {
+      type: 'number',
+      required: true,
+      visibility: 'user-or-llm',
+      description: 'Quartr document ID of the transcript (e.g., 432907)',
+    },
+  },
+
+  request: {
+    url: (params) =>
+      buildQuartrUrl(
+        `/documents/transcripts/${encodeURIComponent(String(params.transcriptId).trim())}`,
+        { expand: 'event' }
+      ),
+    method: 'GET',
+    headers: (params) => ({ 'x-api-key': params.apiKey }),
+  },
+
+  transformResponse: async (response) => {
+    const data = await parseQuartrResponse<QuartrSingleDto<QuartrDocumentDto>>(
+      response,
+      'get transcript'
+    )
+    const document = mapQuartrDocument(data.data)
+
+    return {
+      success: true,
+      output: {
+        document,
+        fileUrl: document.fileUrl,
+        file: {
+          name: `quartr-transcript-${document.id}.json`,
+          mimeType: 'application/json',
+          url: document.fileUrl,
+        },
+      },
+    }
+  },
+
+  outputs: {
+    document: {
+      type: 'object',
+      description: 'Transcript metadata',
+      properties: QUARTR_DOCUMENT_OUTPUT_PROPERTIES,
+    },
+    fileUrl: { type: 'string', description: 'URL of the transcript JSON file' },
+    file: {
+      type: 'file',
+      description: 'Downloaded transcript JSON file stored in execution files',
+      fileConfig: { mimeType: 'application/json', extension: 'json' },
+    },
+  },
+}

apps/sim/tools/quartr/index.ts

@@ -0,0 +1,17 @@
+export { quartrGetAudioTool } from '@/tools/quartr/get_audio'
+export { quartrGetCompanyTool } from '@/tools/quartr/get_company'
+export { quartrGetEventTool } from '@/tools/quartr/get_event'
+export { quartrGetEventSummaryTool } from '@/tools/quartr/get_event_summary'
+export { quartrGetReportTool } from '@/tools/quartr/get_report'
+export { quartrGetSlideDeckTool } from '@/tools/quartr/get_slide_deck'
+export { quartrGetTranscriptTool } from '@/tools/quartr/get_transcript'
+export { quartrListAudioTool } from '@/tools/quartr/list_audio'
+export { quartrListCompaniesTool } from '@/tools/quartr/list_companies'
+export { quartrListDocumentTypesTool } from '@/tools/quartr/list_document_types'
+export { quartrListDocumentsTool } from '@/tools/quartr/list_documents'
+export { quartrListEventTypesTool } from '@/tools/quartr/list_event_types'
+export { quartrListEventsTool } from '@/tools/quartr/list_events'
+export { quartrListLiveEventsTool } from '@/tools/quartr/list_live_events'
+export { quartrListReportsTool } from '@/tools/quartr/list_reports'
+export { quartrListSlideDecksTool } from '@/tools/quartr/list_slide_decks'
+export { quartrListTranscriptsTool } from '@/tools/quartr/list_transcripts'

apps/sim/tools/quartr/list_audio.ts

@@ -0,0 +1,166 @@
+import {
+  QUARTR_AUDIO_OUTPUT_PROPERTIES,
+  type QuartrAudioDto,
+  type QuartrListAudioParams,
+  type QuartrListAudioResponse,
+  type QuartrPaginatedDto,
+} from '@/tools/quartr/types'
+import {
+  buildQuartrListQuery,
+  buildQuartrUrl,
+  isQuartrToggleEnabled,
+  mapQuartrAudio,
+  normalizeQuartrCommaList,
+  parseQuartrResponse,
+} from '@/tools/quartr/utils'
+import type { ToolConfig } from '@/tools/types'
+
+export const quartrListAudioTool: ToolConfig<QuartrListAudioParams, QuartrListAudioResponse> = {
+  id: 'quartr_list_audio',
+  name: 'Quartr List Audio',
+  description:
+    'List archived event audio recordings from Quartr, filterable by company, event, and date range. Returns download (MPEG) and streaming (M3U8) URLs.',
+  version: '1.0.0',
+
+  params: {
+    apiKey: {
+      type: 'string',
+      required: true,
+      visibility: 'user-only',
+      description: 'Quartr API key',
+    },
+    companyIds: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'Comma-separated list of Quartr company IDs (e.g., "4742,128")',
+    },
+    eventIds: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'Comma-separated list of Quartr event IDs (e.g., "128301")',
+    },
+    tickers: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'Comma-separated list of company tickers (e.g., "AAPL,MSFT")',
+    },
+    isins: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'Comma-separated list of ISINs (e.g., "US0378331005")',
+    },
+    ciks: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'Comma-separated list of SEC CIKs (e.g., "0000320193")',
+    },
+    countries: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'Comma-separated list of ISO 3166-1 alpha-2 country codes (e.g., "US,SE")',
+    },
+    exchanges: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description:
+        'Comma-separated list of exchange symbols, without whitespace (e.g., "NasdaqGS")',
+    },
+    startDate: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'Only return audio dated on or after this ISO 8601 date (e.g., "2024-01-01")',
+    },
+    endDate: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'Only return audio dated on or before this ISO 8601 date (e.g., "2024-12-31")',
+    },
+    expandEvent: {
+      type: 'boolean',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'Include expanded event details on each audio recording',
+    },
+    updatedAfter: {
+      type: 'string',
+      required: false,
+      visibility: 'user-only',
+      description: 'Only return data updated after this ISO 8601 date (e.g., "2024-01-01")',
+    },
+    updatedBefore: {
+      type: 'string',
+      required: false,
+      visibility: 'user-only',
+      description: 'Only return data updated before this ISO 8601 date (e.g., "2024-12-31")',
+    },
+    limit: {
+      type: 'number',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'Maximum number of items to return in a single request (default: 10, max: 500)',
+    },
+    cursor: {
+      type: 'number',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'Pagination cursor from the previous response (nextCursor) for the next page',
+    },
+    direction: {
+      type: 'string',
+      required: false,
+      visibility: 'user-only',
+      description: 'Sort direction by id: "asc" or "desc" (default: asc)',
+    },
+  },
+
+  request: {
+    url: (params) =>
+      buildQuartrUrl('/audio', {
+        ...buildQuartrListQuery(params),
+        companyIds: normalizeQuartrCommaList(params.companyIds),
+        eventIds: normalizeQuartrCommaList(params.eventIds),
+        startDate: params.startDate,
+        endDate: params.endDate,
+        expand: isQuartrToggleEnabled(params.expandEvent) ? 'event' : undefined,
+      }),
+    method: 'GET',
+    headers: (params) => ({ 'x-api-key': params.apiKey }),
+  },
+
+  transformResponse: async (response) => {
+    const data = await parseQuartrResponse<QuartrPaginatedDto<QuartrAudioDto>>(
+      response,
+      'list audio'
+    )
+
+    return {
+      success: true,
+      output: {
+        audioRecordings: (data.data ?? []).map(mapQuartrAudio),
+        nextCursor: data.pagination?.nextCursor ?? null,
+      },
+    }
+  },
+
+  outputs: {
+    audioRecordings: {
+      type: 'array',
+      description: 'Audio recordings matching the filters',
+      items: { type: 'object', properties: QUARTR_AUDIO_OUTPUT_PROPERTIES },
+    },
+    nextCursor: {
+      type: 'number',
+      description: 'Cursor for fetching the next page of results (null when no more pages)',
+      optional: true,
+    },
+  },
+}

apps/sim/tools/quartr/list_companies.ts

@@ -0,0 +1,148 @@
+import {
+  QUARTR_COMPANY_OUTPUT_PROPERTIES,
+  type QuartrCompanyDto,
+  type QuartrListCompaniesParams,
+  type QuartrListCompaniesResponse,
+  type QuartrPaginatedDto,
+} from '@/tools/quartr/types'
+import {
+  buildQuartrListQuery,
+  buildQuartrUrl,
+  mapQuartrCompany,
+  normalizeQuartrCommaList,
+  parseQuartrResponse,
+} from '@/tools/quartr/utils'
+import type { ToolConfig } from '@/tools/types'
+
+export const quartrListCompaniesTool: ToolConfig<
+  QuartrListCompaniesParams,
+  QuartrListCompaniesResponse
+> = {
+  id: 'quartr_list_companies',
+  name: 'Quartr List Companies',
+  description:
+    'List companies covered by Quartr, filterable by ticker, ISIN, CIK, OpenFIGI, country, and exchange.',
+  version: '1.0.0',
+
+  params: {
+    apiKey: {
+      type: 'string',
+      required: true,
+      visibility: 'user-only',
+      description: 'Quartr API key',
+    },
+    tickers: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'Comma-separated list of company tickers (e.g., "AAPL,MSFT")',
+    },
+    isins: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'Comma-separated list of ISINs (e.g., "US0378331005")',
+    },
+    ciks: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'Comma-separated list of SEC CIKs (e.g., "0000320193")',
+    },
+    countries: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'Comma-separated list of ISO 3166-1 alpha-2 country codes (e.g., "US,SE")',
+    },
+    exchanges: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description:
+        'Comma-separated list of exchange symbols, without whitespace (e.g., "NasdaqGS")',
+    },
+    companyIds: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'Comma-separated list of Quartr company IDs (e.g., "4742,128")',
+    },
+    openfigis: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description:
+        'Comma-separated list of OpenFIGI codes (figi, compositeFigi, or shareClassFigi)',
+    },
+    updatedAfter: {
+      type: 'string',
+      required: false,
+      visibility: 'user-only',
+      description: 'Only return data updated after this ISO 8601 date (e.g., "2024-01-01")',
+    },
+    updatedBefore: {
+      type: 'string',
+      required: false,
+      visibility: 'user-only',
+      description: 'Only return data updated before this ISO 8601 date (e.g., "2024-12-31")',
+    },
+    limit: {
+      type: 'number',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'Maximum number of items to return in a single request (default: 10, max: 500)',
+    },
+    cursor: {
+      type: 'number',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'Pagination cursor from the previous response (nextCursor) for the next page',
+    },
+    direction: {
+      type: 'string',
+      required: false,
+      visibility: 'user-only',
+      description: 'Sort direction by id: "asc" or "desc" (default: asc)',
+    },
+  },
+
+  request: {
+    url: (params) =>
+      buildQuartrUrl('/companies', {
+        ...buildQuartrListQuery(params),
+        ids: normalizeQuartrCommaList(params.companyIds),
+        openfigis: normalizeQuartrCommaList(params.openfigis),
+      }),
+    method: 'GET',
+    headers: (params) => ({ 'x-api-key': params.apiKey }),
+  },
+
+  transformResponse: async (response) => {
+    const data = await parseQuartrResponse<QuartrPaginatedDto<QuartrCompanyDto>>(
+      response,
+      'list companies'
+    )
+
+    return {
+      success: true,
+      output: {
+        companies: (data.data ?? []).map(mapQuartrCompany),
+        nextCursor: data.pagination?.nextCursor ?? null,
+      },
+    }
+  },
+
+  outputs: {
+    companies: {
+      type: 'array',
+      description: 'Companies matching the filters',
+      items: { type: 'object', properties: QUARTR_COMPANY_OUTPUT_PROPERTIES },
+    },
+    nextCursor: {
+      type: 'number',
+      description: 'Cursor for fetching the next page of results (null when no more pages)',
+      optional: true,
+    },
+  },
+}

apps/sim/tools/quartr/list_document_types.ts

@@ -0,0 +1,86 @@
+import {
+  QUARTR_DOCUMENT_TYPE_OUTPUT_PROPERTIES,
+  type QuartrDocumentTypeDto,
+  type QuartrListDocumentTypesParams,
+  type QuartrListDocumentTypesResponse,
+  type QuartrPaginatedDto,
+} from '@/tools/quartr/types'
+import { buildQuartrUrl, mapQuartrDocumentType, parseQuartrResponse } from '@/tools/quartr/utils'
+import type { ToolConfig } from '@/tools/types'
+
+export const quartrListDocumentTypesTool: ToolConfig<
+  QuartrListDocumentTypesParams,
+  QuartrListDocumentTypesResponse
+> = {
+  id: 'quartr_list_document_types',
+  name: 'Quartr List Document Types',
+  description:
+    'List the document types available in Quartr (e.g., 10-Q quarterly reports), useful for filtering documents by type ID.',
+  version: '1.0.0',
+
+  params: {
+    apiKey: {
+      type: 'string',
+      required: true,
+      visibility: 'user-only',
+      description: 'Quartr API key',
+    },
+    limit: {
+      type: 'number',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'Maximum number of items to return in a single request (default: 10, max: 500)',
+    },
+    cursor: {
+      type: 'number',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'Pagination cursor from the previous response (nextCursor) for the next page',
+    },
+    direction: {
+      type: 'string',
+      required: false,
+      visibility: 'user-only',
+      description: 'Sort direction by id: "asc" or "desc" (default: asc)',
+    },
+  },
+
+  request: {
+    url: (params) =>
+      buildQuartrUrl('/document-types', {
+        limit: params.limit,
+        cursor: params.cursor,
+        direction: params.direction,
+      }),
+    method: 'GET',
+    headers: (params) => ({ 'x-api-key': params.apiKey }),
+  },
+
+  transformResponse: async (response) => {
+    const data = await parseQuartrResponse<QuartrPaginatedDto<QuartrDocumentTypeDto>>(
+      response,
+      'list document types'
+    )
+
+    return {
+      success: true,
+      output: {
+        documentTypes: (data.data ?? []).map(mapQuartrDocumentType),
+        nextCursor: data.pagination?.nextCursor ?? null,
+      },
+    }
+  },
+
+  outputs: {
+    documentTypes: {
+      type: 'array',
+      description: 'Available document types',
+      items: { type: 'object', properties: QUARTR_DOCUMENT_TYPE_OUTPUT_PROPERTIES },
+    },
+    nextCursor: {
+      type: 'number',
+      description: 'Cursor for fetching the next page of results (null when no more pages)',
+      optional: true,
+    },
+  },
+}

apps/sim/tools/quartr/list_documents.ts

@@ -0,0 +1,174 @@
+import {
+  QUARTR_DOCUMENT_OUTPUT_PROPERTIES,
+  type QuartrDocumentDto,
+  type QuartrListDocumentsParams,
+  type QuartrListDocumentsResponse,
+  type QuartrPaginatedDto,
+} from '@/tools/quartr/types'
+import {
+  buildQuartrDocumentListQuery,
+  buildQuartrUrl,
+  mapQuartrDocument,
+  parseQuartrResponse,
+} from '@/tools/quartr/utils'
+import type { ToolConfig } from '@/tools/types'
+
+export const quartrListDocumentsTool: ToolConfig<
+  QuartrListDocumentsParams,
+  QuartrListDocumentsResponse
+> = {
+  id: 'quartr_list_documents',
+  name: 'Quartr List Documents',
+  description:
+    'List documents of all kinds (reports, slide decks, and transcripts) from Quartr, filterable by company, event, document type, document group, and date range.',
+  version: '1.0.0',
+
+  params: {
+    apiKey: {
+      type: 'string',
+      required: true,
+      visibility: 'user-only',
+      description: 'Quartr API key',
+    },
+    companyIds: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'Comma-separated list of Quartr company IDs (e.g., "4742,128")',
+    },
+    eventIds: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'Comma-separated list of Quartr event IDs (e.g., "128301")',
+    },
+    tickers: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'Comma-separated list of company tickers (e.g., "AAPL,MSFT")',
+    },
+    isins: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'Comma-separated list of ISINs (e.g., "US0378331005")',
+    },
+    ciks: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'Comma-separated list of SEC CIKs (e.g., "0000320193")',
+    },
+    countries: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'Comma-separated list of ISO 3166-1 alpha-2 country codes (e.g., "US,SE")',
+    },
+    exchanges: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description:
+        'Comma-separated list of exchange symbols, without whitespace (e.g., "NasdaqGS")',
+    },
+    documentTypeIds: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'Comma-separated list of document type IDs (e.g., "7,10")',
+    },
+    documentGroupIds: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description:
+        'Comma-separated list of document group IDs: 1 = Earnings Release, 2 = Press Release, 3 = Interim Report, 4 = Annual Report, 5 = Proxy Statement, 6 = Registration Statement',
+    },
+    startDate: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description:
+        'Only return documents dated on or after this ISO 8601 date (e.g., "2024-01-01")',
+    },
+    endDate: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description:
+        'Only return documents dated on or before this ISO 8601 date (e.g., "2024-12-31")',
+    },
+    expandEvent: {
+      type: 'boolean',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'Include expanded event details on each document',
+    },
+    updatedAfter: {
+      type: 'string',
+      required: false,
+      visibility: 'user-only',
+      description: 'Only return data updated after this ISO 8601 date (e.g., "2024-01-01")',
+    },
+    updatedBefore: {
+      type: 'string',
+      required: false,
+      visibility: 'user-only',
+      description: 'Only return data updated before this ISO 8601 date (e.g., "2024-12-31")',
+    },
+    limit: {
+      type: 'number',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'Maximum number of items to return in a single request (default: 10, max: 500)',
+    },
+    cursor: {
+      type: 'number',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'Pagination cursor from the previous response (nextCursor) for the next page',
+    },
+    direction: {
+      type: 'string',
+      required: false,
+      visibility: 'user-only',
+      description: 'Sort direction by id: "asc" or "desc" (default: asc)',
+    },
+  },
+
+  request: {
+    url: (params) => buildQuartrUrl('/documents', buildQuartrDocumentListQuery(params)),
+    method: 'GET',
+    headers: (params) => ({ 'x-api-key': params.apiKey }),
+  },
+
+  transformResponse: async (response) => {
+    const data = await parseQuartrResponse<QuartrPaginatedDto<QuartrDocumentDto>>(
+      response,
+      'list documents'
+    )
+
+    return {
+      success: true,
+      output: {
+        documents: (data.data ?? []).map(mapQuartrDocument),
+        nextCursor: data.pagination?.nextCursor ?? null,
+      },
+    }
+  },
+
+  outputs: {
+    documents: {
+      type: 'array',
+      description: 'Documents matching the filters',
+      items: { type: 'object', properties: QUARTR_DOCUMENT_OUTPUT_PROPERTIES },
+    },
+    nextCursor: {
+      type: 'number',
+      description: 'Cursor for fetching the next page of results (null when no more pages)',
+      optional: true,
+    },
+  },
+}

apps/sim/tools/quartr/list_event_types.ts

@@ -0,0 +1,86 @@
+import {
+  QUARTR_EVENT_TYPE_OUTPUT_PROPERTIES,
+  type QuartrEventTypeDto,
+  type QuartrListEventTypesParams,
+  type QuartrListEventTypesResponse,
+  type QuartrPaginatedDto,
+} from '@/tools/quartr/types'
+import { buildQuartrUrl, mapQuartrEventType, parseQuartrResponse } from '@/tools/quartr/utils'
+import type { ToolConfig } from '@/tools/types'
+
+export const quartrListEventTypesTool: ToolConfig<
+  QuartrListEventTypesParams,
+  QuartrListEventTypesResponse
+> = {
+  id: 'quartr_list_event_types',
+  name: 'Quartr List Event Types',
+  description:
+    'List the event types available in Quartr (e.g., earnings calls), useful for filtering events by type ID.',
+  version: '1.0.0',
+
+  params: {
+    apiKey: {
+      type: 'string',
+      required: true,
+      visibility: 'user-only',
+      description: 'Quartr API key',
+    },
+    limit: {
+      type: 'number',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'Maximum number of items to return in a single request (default: 10, max: 500)',
+    },
+    cursor: {
+      type: 'number',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'Pagination cursor from the previous response (nextCursor) for the next page',
+    },
+    direction: {
+      type: 'string',
+      required: false,
+      visibility: 'user-only',
+      description: 'Sort direction by id: "asc" or "desc" (default: asc)',
+    },
+  },
+
+  request: {
+    url: (params) =>
+      buildQuartrUrl('/event-types', {
+        limit: params.limit,
+        cursor: params.cursor,
+        direction: params.direction,
+      }),
+    method: 'GET',
+    headers: (params) => ({ 'x-api-key': params.apiKey }),
+  },
+
+  transformResponse: async (response) => {
+    const data = await parseQuartrResponse<QuartrPaginatedDto<QuartrEventTypeDto>>(
+      response,
+      'list event types'
+    )
+
+    return {
+      success: true,
+      output: {
+        eventTypes: (data.data ?? []).map(mapQuartrEventType),
+        nextCursor: data.pagination?.nextCursor ?? null,
+      },
+    }
+  },
+
+  outputs: {
+    eventTypes: {
+      type: 'array',
+      description: 'Available event types',
+      items: { type: 'object', properties: QUARTR_EVENT_TYPE_OUTPUT_PROPERTIES },
+    },
+    nextCursor: {
+      type: 'number',
+      description: 'Cursor for fetching the next page of results (null when no more pages)',
+      optional: true,
+    },
+  },
+}

apps/sim/tools/quartr/list_events.ts

@@ -0,0 +1,165 @@
+import {
+  QUARTR_EVENT_OUTPUT_PROPERTIES,
+  type QuartrEventDto,
+  type QuartrListEventsParams,
+  type QuartrListEventsResponse,
+  type QuartrPaginatedDto,
+} from '@/tools/quartr/types'
+import {
+  buildQuartrListQuery,
+  buildQuartrUrl,
+  mapQuartrEvent,
+  normalizeQuartrCommaList,
+  parseQuartrResponse,
+} from '@/tools/quartr/utils'
+import type { ToolConfig } from '@/tools/types'
+
+export const quartrListEventsTool: ToolConfig<QuartrListEventsParams, QuartrListEventsResponse> = {
+  id: 'quartr_list_events',
+  name: 'Quartr List Events',
+  description:
+    'List corporate events (earnings calls, capital markets days, etc.) from Quartr, filterable by company, event type, and date range.',
+  version: '1.0.0',
+
+  params: {
+    apiKey: {
+      type: 'string',
+      required: true,
+      visibility: 'user-only',
+      description: 'Quartr API key',
+    },
+    companyIds: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'Comma-separated list of Quartr company IDs (e.g., "4742,128")',
+    },
+    tickers: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'Comma-separated list of company tickers (e.g., "AAPL,MSFT")',
+    },
+    isins: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'Comma-separated list of ISINs (e.g., "US0378331005")',
+    },
+    ciks: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'Comma-separated list of SEC CIKs (e.g., "0000320193")',
+    },
+    countries: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'Comma-separated list of ISO 3166-1 alpha-2 country codes (e.g., "US,SE")',
+    },
+    exchanges: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description:
+        'Comma-separated list of exchange symbols, without whitespace (e.g., "NasdaqGS")',
+    },
+    eventTypeIds: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'Comma-separated list of event type IDs (e.g., "26,27")',
+    },
+    startDate: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'Only return events on or after this ISO 8601 date (e.g., "2024-01-01")',
+    },
+    endDate: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'Only return events on or before this ISO 8601 date (e.g., "2024-12-31")',
+    },
+    sortBy: {
+      type: 'string',
+      required: false,
+      visibility: 'user-only',
+      description: 'Field to sort by: "id" or "date" (default: id)',
+    },
+    updatedAfter: {
+      type: 'string',
+      required: false,
+      visibility: 'user-only',
+      description: 'Only return data updated after this ISO 8601 date (e.g., "2024-01-01")',
+    },
+    updatedBefore: {
+      type: 'string',
+      required: false,
+      visibility: 'user-only',
+      description: 'Only return data updated before this ISO 8601 date (e.g., "2024-12-31")',
+    },
+    limit: {
+      type: 'number',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'Maximum number of items to return in a single request (default: 10, max: 500)',
+    },
+    cursor: {
+      type: 'number',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'Pagination cursor from the previous response (nextCursor) for the next page',
+    },
+    direction: {
+      type: 'string',
+      required: false,
+      visibility: 'user-only',
+      description: 'Sort direction applied to the sortBy field: "asc" or "desc" (default: asc)',
+    },
+  },
+
+  request: {
+    url: (params) =>
+      buildQuartrUrl('/events', {
+        ...buildQuartrListQuery(params),
+        companyIds: normalizeQuartrCommaList(params.companyIds),
+        typeIds: normalizeQuartrCommaList(params.eventTypeIds),
+        startDate: params.startDate,
+        endDate: params.endDate,
+        sortBy: params.sortBy,
+      }),
+    method: 'GET',
+    headers: (params) => ({ 'x-api-key': params.apiKey }),
+  },
+
+  transformResponse: async (response) => {
+    const data = await parseQuartrResponse<QuartrPaginatedDto<QuartrEventDto>>(
+      response,
+      'list events'
+    )
+
+    return {
+      success: true,
+      output: {
+        events: (data.data ?? []).map(mapQuartrEvent),
+        nextCursor: data.pagination?.nextCursor ?? null,
+      },
+    }
+  },
+
+  outputs: {
+    events: {
+      type: 'array',
+      description: 'Events matching the filters',
+      items: { type: 'object', properties: QUARTR_EVENT_OUTPUT_PROPERTIES },
+    },
+    nextCursor: {
+      type: 'number',
+      description: 'Cursor for fetching the next page of results (null when no more pages)',
+      optional: true,
+    },
+  },
+}

apps/sim/tools/quartr/list_live_events.ts

@@ -0,0 +1,176 @@
+import {
+  QUARTR_LIVE_EVENT_OUTPUT_PROPERTIES,
+  type QuartrListLiveEventsParams,
+  type QuartrListLiveEventsResponse,
+  type QuartrLiveEventDto,
+  type QuartrPaginatedDto,
+} from '@/tools/quartr/types'
+import {
+  buildQuartrListQuery,
+  buildQuartrUrl,
+  mapQuartrLiveEvent,
+  normalizeQuartrCommaList,
+  parseQuartrResponse,
+} from '@/tools/quartr/utils'
+import type { ToolConfig } from '@/tools/types'
+
+export const quartrListLiveEventsTool: ToolConfig<
+  QuartrListLiveEventsParams,
+  QuartrListLiveEventsResponse
+> = {
+  id: 'quartr_list_live_events',
+  name: 'Quartr List Live Events',
+  description:
+    'List live and upcoming events from Quartr with live audio and transcript stream URLs, filterable by company, live state, and date range.',
+  version: '1.0.0',
+
+  params: {
+    apiKey: {
+      type: 'string',
+      required: true,
+      visibility: 'user-only',
+      description: 'Quartr API key',
+    },
+    companyIds: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'Comma-separated list of Quartr company IDs (e.g., "4742,128")',
+    },
+    eventIds: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'Comma-separated list of Quartr event IDs (e.g., "128301")',
+    },
+    tickers: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'Comma-separated list of company tickers (e.g., "AAPL,MSFT")',
+    },
+    isins: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'Comma-separated list of ISINs (e.g., "US0378331005")',
+    },
+    ciks: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'Comma-separated list of SEC CIKs (e.g., "0000320193")',
+    },
+    countries: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'Comma-separated list of ISO 3166-1 alpha-2 country codes (e.g., "US,SE")',
+    },
+    exchanges: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description:
+        'Comma-separated list of exchange symbols, without whitespace (e.g., "NasdaqGS")',
+    },
+    states: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description:
+        'Comma-separated list of live states to filter by: notLive, willBeLive, live, liveFailedInterrupted, liveFailedNoAccess, liveFailedNotStarted, processingRecording, processingRecordingFailed, recordingAvailable',
+    },
+    startDate: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'Only return events on or after this ISO 8601 date (e.g., "2024-01-01")',
+    },
+    endDate: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'Only return events on or before this ISO 8601 date (e.g., "2024-12-31")',
+    },
+    transcriptVersion: {
+      type: 'string',
+      required: false,
+      visibility: 'user-only',
+      description: 'Version of the live transcript stream: "1.6" or "1.7" (default: 1.6)',
+    },
+    updatedAfter: {
+      type: 'string',
+      required: false,
+      visibility: 'user-only',
+      description: 'Only return data updated after this ISO 8601 date (e.g., "2024-01-01")',
+    },
+    updatedBefore: {
+      type: 'string',
+      required: false,
+      visibility: 'user-only',
+      description: 'Only return data updated before this ISO 8601 date (e.g., "2024-12-31")',
+    },
+    limit: {
+      type: 'number',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'Maximum number of items to return in a single request (default: 10, max: 500)',
+    },
+    cursor: {
+      type: 'number',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'Pagination cursor from the previous response (nextCursor) for the next page',
+    },
+    direction: {
+      type: 'string',
+      required: false,
+      visibility: 'user-only',
+      description: 'Sort direction by id: "asc" or "desc" (default: asc)',
+    },
+  },
+
+  request: {
+    url: (params) =>
+      buildQuartrUrl('/live', {
+        ...buildQuartrListQuery(params),
+        companyIds: normalizeQuartrCommaList(params.companyIds),
+        eventIds: normalizeQuartrCommaList(params.eventIds),
+        states: normalizeQuartrCommaList(params.states),
+        startDate: params.startDate,
+        endDate: params.endDate,
+        transcriptVersion: params.transcriptVersion,
+      }),
+    method: 'GET',
+    headers: (params) => ({ 'x-api-key': params.apiKey }),
+  },
+
+  transformResponse: async (response) => {
+    const data = await parseQuartrResponse<QuartrPaginatedDto<QuartrLiveEventDto>>(
+      response,
+      'list live events'
+    )
+
+    return {
+      success: true,
+      output: {
+        liveEvents: (data.data ?? []).map(mapQuartrLiveEvent),
+        nextCursor: data.pagination?.nextCursor ?? null,
+      },
+    }
+  },
+
+  outputs: {
+    liveEvents: {
+      type: 'array',
+      description: 'Live events matching the filters',
+      items: { type: 'object', properties: QUARTR_LIVE_EVENT_OUTPUT_PROPERTIES },
+    },
+    nextCursor: {
+      type: 'number',
+      description: 'Cursor for fetching the next page of results (null when no more pages)',
+      optional: true,
+    },
+  },
+}

apps/sim/tools/quartr/list_reports.ts

@@ -0,0 +1,174 @@
+import {
+  QUARTR_DOCUMENT_OUTPUT_PROPERTIES,
+  type QuartrDocumentDto,
+  type QuartrListDocumentsParams,
+  type QuartrListReportsResponse,
+  type QuartrPaginatedDto,
+} from '@/tools/quartr/types'
+import {
+  buildQuartrDocumentListQuery,
+  buildQuartrUrl,
+  mapQuartrDocument,
+  parseQuartrResponse,
+} from '@/tools/quartr/utils'
+import type { ToolConfig } from '@/tools/types'
+
+export const quartrListReportsTool: ToolConfig<
+  QuartrListDocumentsParams,
+  QuartrListReportsResponse
+> = {
+  id: 'quartr_list_reports',
+  name: 'Quartr List Reports',
+  description:
+    'List filings and reports (10-K, 10-Q, earnings releases, etc.) from Quartr, filterable by company, event, document type, document group, and date range.',
+  version: '1.0.0',
+
+  params: {
+    apiKey: {
+      type: 'string',
+      required: true,
+      visibility: 'user-only',
+      description: 'Quartr API key',
+    },
+    companyIds: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'Comma-separated list of Quartr company IDs (e.g., "4742,128")',
+    },
+    eventIds: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'Comma-separated list of Quartr event IDs (e.g., "128301")',
+    },
+    tickers: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'Comma-separated list of company tickers (e.g., "AAPL,MSFT")',
+    },
+    isins: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'Comma-separated list of ISINs (e.g., "US0378331005")',
+    },
+    ciks: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'Comma-separated list of SEC CIKs (e.g., "0000320193")',
+    },
+    countries: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'Comma-separated list of ISO 3166-1 alpha-2 country codes (e.g., "US,SE")',
+    },
+    exchanges: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description:
+        'Comma-separated list of exchange symbols, without whitespace (e.g., "NasdaqGS")',
+    },
+    documentTypeIds: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'Comma-separated list of document type IDs (e.g., "7,10")',
+    },
+    documentGroupIds: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description:
+        'Comma-separated list of document group IDs: 1 = Earnings Release, 2 = Press Release, 3 = Interim Report, 4 = Annual Report, 5 = Proxy Statement, 6 = Registration Statement',
+    },
+    startDate: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description:
+        'Only return documents dated on or after this ISO 8601 date (e.g., "2024-01-01")',
+    },
+    endDate: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description:
+        'Only return documents dated on or before this ISO 8601 date (e.g., "2024-12-31")',
+    },
+    expandEvent: {
+      type: 'boolean',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'Include expanded event details on each document',
+    },
+    updatedAfter: {
+      type: 'string',
+      required: false,
+      visibility: 'user-only',
+      description: 'Only return data updated after this ISO 8601 date (e.g., "2024-01-01")',
+    },
+    updatedBefore: {
+      type: 'string',
+      required: false,
+      visibility: 'user-only',
+      description: 'Only return data updated before this ISO 8601 date (e.g., "2024-12-31")',
+    },
+    limit: {
+      type: 'number',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'Maximum number of items to return in a single request (default: 10, max: 500)',
+    },
+    cursor: {
+      type: 'number',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'Pagination cursor from the previous response (nextCursor) for the next page',
+    },
+    direction: {
+      type: 'string',
+      required: false,
+      visibility: 'user-only',
+      description: 'Sort direction by id: "asc" or "desc" (default: asc)',
+    },
+  },
+
+  request: {
+    url: (params) => buildQuartrUrl('/documents/reports', buildQuartrDocumentListQuery(params)),
+    method: 'GET',
+    headers: (params) => ({ 'x-api-key': params.apiKey }),
+  },
+
+  transformResponse: async (response) => {
+    const data = await parseQuartrResponse<QuartrPaginatedDto<QuartrDocumentDto>>(
+      response,
+      'list reports'
+    )
+
+    return {
+      success: true,
+      output: {
+        reports: (data.data ?? []).map(mapQuartrDocument),
+        nextCursor: data.pagination?.nextCursor ?? null,
+      },
+    }
+  },
+
+  outputs: {
+    reports: {
+      type: 'array',
+      description: 'Reports matching the filters',
+      items: { type: 'object', properties: QUARTR_DOCUMENT_OUTPUT_PROPERTIES },
+    },
+    nextCursor: {
+      type: 'number',
+      description: 'Cursor for fetching the next page of results (null when no more pages)',
+      optional: true,
+    },
+  },
+}

apps/sim/tools/quartr/list_slide_decks.ts

@@ -0,0 +1,174 @@
+import {
+  QUARTR_DOCUMENT_OUTPUT_PROPERTIES,
+  type QuartrDocumentDto,
+  type QuartrListDocumentsParams,
+  type QuartrListSlideDecksResponse,
+  type QuartrPaginatedDto,
+} from '@/tools/quartr/types'
+import {
+  buildQuartrDocumentListQuery,
+  buildQuartrUrl,
+  mapQuartrDocument,
+  parseQuartrResponse,
+} from '@/tools/quartr/utils'
+import type { ToolConfig } from '@/tools/types'
+
+export const quartrListSlideDecksTool: ToolConfig<
+  QuartrListDocumentsParams,
+  QuartrListSlideDecksResponse
+> = {
+  id: 'quartr_list_slide_decks',
+  name: 'Quartr List Slide Decks',
+  description:
+    'List slide presentations from Quartr, filterable by company, event, document type, document group, and date range.',
+  version: '1.0.0',
+
+  params: {
+    apiKey: {
+      type: 'string',
+      required: true,
+      visibility: 'user-only',
+      description: 'Quartr API key',
+    },
+    companyIds: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'Comma-separated list of Quartr company IDs (e.g., "4742,128")',
+    },
+    eventIds: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'Comma-separated list of Quartr event IDs (e.g., "128301")',
+    },
+    tickers: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'Comma-separated list of company tickers (e.g., "AAPL,MSFT")',
+    },
+    isins: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'Comma-separated list of ISINs (e.g., "US0378331005")',
+    },
+    ciks: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'Comma-separated list of SEC CIKs (e.g., "0000320193")',
+    },
+    countries: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'Comma-separated list of ISO 3166-1 alpha-2 country codes (e.g., "US,SE")',
+    },
+    exchanges: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description:
+        'Comma-separated list of exchange symbols, without whitespace (e.g., "NasdaqGS")',
+    },
+    documentTypeIds: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'Comma-separated list of document type IDs (e.g., "7,10")',
+    },
+    documentGroupIds: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description:
+        'Comma-separated list of document group IDs: 1 = Earnings Release, 2 = Press Release, 3 = Interim Report, 4 = Annual Report, 5 = Proxy Statement, 6 = Registration Statement',
+    },
+    startDate: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description:
+        'Only return documents dated on or after this ISO 8601 date (e.g., "2024-01-01")',
+    },
+    endDate: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description:
+        'Only return documents dated on or before this ISO 8601 date (e.g., "2024-12-31")',
+    },
+    expandEvent: {
+      type: 'boolean',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'Include expanded event details on each document',
+    },
+    updatedAfter: {
+      type: 'string',
+      required: false,
+      visibility: 'user-only',
+      description: 'Only return data updated after this ISO 8601 date (e.g., "2024-01-01")',
+    },
+    updatedBefore: {
+      type: 'string',
+      required: false,
+      visibility: 'user-only',
+      description: 'Only return data updated before this ISO 8601 date (e.g., "2024-12-31")',
+    },
+    limit: {
+      type: 'number',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'Maximum number of items to return in a single request (default: 10, max: 500)',
+    },
+    cursor: {
+      type: 'number',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'Pagination cursor from the previous response (nextCursor) for the next page',
+    },
+    direction: {
+      type: 'string',
+      required: false,
+      visibility: 'user-only',
+      description: 'Sort direction by id: "asc" or "desc" (default: asc)',
+    },
+  },
+
+  request: {
+    url: (params) => buildQuartrUrl('/documents/slides', buildQuartrDocumentListQuery(params)),
+    method: 'GET',
+    headers: (params) => ({ 'x-api-key': params.apiKey }),
+  },
+
+  transformResponse: async (response) => {
+    const data = await parseQuartrResponse<QuartrPaginatedDto<QuartrDocumentDto>>(
+      response,
+      'list slide decks'
+    )
+
+    return {
+      success: true,
+      output: {
+        slideDecks: (data.data ?? []).map(mapQuartrDocument),
+        nextCursor: data.pagination?.nextCursor ?? null,
+      },
+    }
+  },
+
+  outputs: {
+    slideDecks: {
+      type: 'array',
+      description: 'Slide decks matching the filters',
+      items: { type: 'object', properties: QUARTR_DOCUMENT_OUTPUT_PROPERTIES },
+    },
+    nextCursor: {
+      type: 'number',
+      description: 'Cursor for fetching the next page of results (null when no more pages)',
+      optional: true,
+    },
+  },
+}

apps/sim/tools/quartr/list_transcripts.ts

@@ -0,0 +1,174 @@
+import {
+  QUARTR_DOCUMENT_OUTPUT_PROPERTIES,
+  type QuartrDocumentDto,
+  type QuartrListDocumentsParams,
+  type QuartrListTranscriptsResponse,
+  type QuartrPaginatedDto,
+} from '@/tools/quartr/types'
+import {
+  buildQuartrDocumentListQuery,
+  buildQuartrUrl,
+  mapQuartrDocument,
+  parseQuartrResponse,
+} from '@/tools/quartr/utils'
+import type { ToolConfig } from '@/tools/types'
+
+export const quartrListTranscriptsTool: ToolConfig<
+  QuartrListDocumentsParams,
+  QuartrListTranscriptsResponse
+> = {
+  id: 'quartr_list_transcripts',
+  name: 'Quartr List Transcripts',
+  description:
+    'List event transcripts from Quartr, filterable by company, event, document type, document group, and date range.',
+  version: '1.0.0',
+
+  params: {
+    apiKey: {
+      type: 'string',
+      required: true,
+      visibility: 'user-only',
+      description: 'Quartr API key',
+    },
+    companyIds: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'Comma-separated list of Quartr company IDs (e.g., "4742,128")',
+    },
+    eventIds: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'Comma-separated list of Quartr event IDs (e.g., "128301")',
+    },
+    tickers: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'Comma-separated list of company tickers (e.g., "AAPL,MSFT")',
+    },
+    isins: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'Comma-separated list of ISINs (e.g., "US0378331005")',
+    },
+    ciks: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'Comma-separated list of SEC CIKs (e.g., "0000320193")',
+    },
+    countries: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'Comma-separated list of ISO 3166-1 alpha-2 country codes (e.g., "US,SE")',
+    },
+    exchanges: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description:
+        'Comma-separated list of exchange symbols, without whitespace (e.g., "NasdaqGS")',
+    },
+    documentTypeIds: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'Comma-separated list of document type IDs (e.g., "7,10")',
+    },
+    documentGroupIds: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description:
+        'Comma-separated list of document group IDs: 1 = Earnings Release, 2 = Press Release, 3 = Interim Report, 4 = Annual Report, 5 = Proxy Statement, 6 = Registration Statement',
+    },
+    startDate: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description:
+        'Only return documents dated on or after this ISO 8601 date (e.g., "2024-01-01")',
+    },
+    endDate: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description:
+        'Only return documents dated on or before this ISO 8601 date (e.g., "2024-12-31")',
+    },
+    expandEvent: {
+      type: 'boolean',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'Include expanded event details on each document',
+    },
+    updatedAfter: {
+      type: 'string',
+      required: false,
+      visibility: 'user-only',
+      description: 'Only return data updated after this ISO 8601 date (e.g., "2024-01-01")',
+    },
+    updatedBefore: {
+      type: 'string',
+      required: false,
+      visibility: 'user-only',
+      description: 'Only return data updated before this ISO 8601 date (e.g., "2024-12-31")',
+    },
+    limit: {
+      type: 'number',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'Maximum number of items to return in a single request (default: 10, max: 500)',
+    },
+    cursor: {
+      type: 'number',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'Pagination cursor from the previous response (nextCursor) for the next page',
+    },
+    direction: {
+      type: 'string',
+      required: false,
+      visibility: 'user-only',
+      description: 'Sort direction by id: "asc" or "desc" (default: asc)',
+    },
+  },
+
+  request: {
+    url: (params) => buildQuartrUrl('/documents/transcripts', buildQuartrDocumentListQuery(params)),
+    method: 'GET',
+    headers: (params) => ({ 'x-api-key': params.apiKey }),
+  },
+
+  transformResponse: async (response) => {
+    const data = await parseQuartrResponse<QuartrPaginatedDto<QuartrDocumentDto>>(
+      response,
+      'list transcripts'
+    )
+
+    return {
+      success: true,
+      output: {
+        transcripts: (data.data ?? []).map(mapQuartrDocument),
+        nextCursor: data.pagination?.nextCursor ?? null,
+      },
+    }
+  },
+
+  outputs: {
+    transcripts: {
+      type: 'array',
+      description: 'Transcripts matching the filters',
+      items: { type: 'object', properties: QUARTR_DOCUMENT_OUTPUT_PROPERTIES },
+    },
+    nextCursor: {
+      type: 'number',
+      description: 'Cursor for fetching the next page of results (null when no more pages)',
+      optional: true,
+    },
+  },
+}

apps/sim/tools/quartr/types.ts

@@ -0,0 +1,675 @@
+import type { OutputProperty, ToolFileData, ToolResponse } from '@/tools/types'
+
+/** Raw ticker entry as returned by the Quartr API. */
+export interface QuartrTicker {
+  ticker: string
+  exchange: string
+}
+
+/** Raw company shape as returned by the Quartr API (`CompanyDto`). */
+export interface QuartrCompanyDto {
+  id: number
+  name: string
+  displayName?: string
+  country: string
+  tickers?: QuartrTicker[]
+  isins?: string[]
+  cik?: string
+  openfigi?: string[]
+  backlinkUrl: string
+  createdAt: string
+  updatedAt: string
+}
+
+/** Raw event shape as returned by the Quartr API (`EventDto`). */
+export interface QuartrEventDto {
+  id: number
+  companyId: number
+  title: string
+  date: string
+  typeId: number
+  fiscalYear?: number
+  fiscalPeriod?: string
+  language: string
+  backlinkUrl: string
+  createdAt: string
+  updatedAt: string
+}
+
+/** Raw expanded event shape embedded on documents and audio (`ExpandedEventDto`). */
+export interface QuartrExpandedEventDto {
+  title?: string
+  typeId?: number
+  fiscalYear?: number
+  fiscalPeriod?: string
+  language?: string
+  date?: string
+}
+
+/** Raw document shape as returned by the Quartr API (`DocumentDto`). */
+export interface QuartrDocumentDto {
+  id: number
+  companyId?: number
+  eventId?: number
+  typeId: number
+  fileUrl: string
+  createdAt: string
+  updatedAt: string
+  event?: QuartrExpandedEventDto
+}
+
+/** Raw summary source as returned by the Quartr API (`SummarySource`). */
+export interface QuartrSummarySourceDto {
+  sourceId?: string
+  documentId: number
+  page?: number
+  timestamp?: number
+  typeId: number
+}
+
+/** Raw summary shape as returned by the Quartr API (`SummaryDto`). */
+export interface QuartrSummaryDto {
+  id: number
+  summary: string
+  sources: QuartrSummarySourceDto[]
+  createdAt: string
+  updatedAt: string
+}
+
+/** Raw audio metadata as returned by the Quartr API (`AudioMetadataDto`). */
+export interface QuartrAudioMetadataDto {
+  size?: string
+  duration?: number
+  encoding?: string
+  mimetype?: string
+}
+
+/** Raw audio shape as returned by the Quartr API (`AudioDto`). */
+export interface QuartrAudioDto {
+  id: number
+  companyId: number
+  eventId: number
+  fileUrl?: string
+  streamUrl?: string
+  qna?: number
+  audioMetadata?: QuartrAudioMetadataDto
+  createdAt: string
+  updatedAt: string
+  event?: QuartrExpandedEventDto
+}
+
+/** Raw live event shape as returned by the Quartr API (`LiveDto`). */
+export interface QuartrLiveEventDto {
+  id: number
+  eventId: number
+  companyId: number
+  date: string
+  wentLiveAt?: string
+  state?: string
+  audio?: string
+  transcript?: string
+  createdAt: string
+  updatedAt: string
+}
+
+/** Raw event type shape as returned by the Quartr API (`EventTypeDto`). */
+export interface QuartrEventTypeDto {
+  id: number
+  name?: string
+  parent?: string
+  createdAt: string
+  updatedAt: string
+}
+
+/** Raw document type shape as returned by the Quartr API (`DocumentTypeDto`). */
+export interface QuartrDocumentTypeDto {
+  id: number
+  name: string
+  description?: string
+  form?: string
+  category: string
+  documentGroupId?: number
+  createdAt: string
+  updatedAt: string
+}
+
+/** Cursor pagination envelope returned by Quartr list endpoints. */
+export interface QuartrPaginationDto {
+  nextCursor: number | null
+}
+
+/** Paginated list envelope returned by Quartr list endpoints. */
+export interface QuartrPaginatedDto<T> {
+  data: T[]
+  pagination: QuartrPaginationDto
+}
+
+/** Single-resource envelope returned by Quartr retrieve endpoints. */
+export interface QuartrSingleDto<T> {
+  data: T
+}
+
+/** Company with nullable optional fields, as emitted in tool outputs. */
+export interface QuartrCompany {
+  id: number
+  name: string
+  displayName: string | null
+  country: string
+  tickers: QuartrTicker[]
+  isins: string[]
+  cik: string | null
+  openfigi: string[]
+  backlinkUrl: string
+  createdAt: string
+  updatedAt: string
+}
+
+/** Event with nullable optional fields, as emitted in tool outputs. */
+export interface QuartrEvent {
+  id: number
+  companyId: number
+  title: string
+  date: string
+  typeId: number
+  fiscalYear: number | null
+  fiscalPeriod: string | null
+  language: string
+  backlinkUrl: string
+  createdAt: string
+  updatedAt: string
+}
+
+/** Expanded event with nullable optional fields, as emitted in tool outputs. */
+export interface QuartrExpandedEvent {
+  title: string | null
+  typeId: number | null
+  fiscalYear: number | null
+  fiscalPeriod: string | null
+  language: string | null
+  date: string | null
+}
+
+/** Document with nullable optional fields, as emitted in tool outputs. */
+export interface QuartrDocument {
+  id: number
+  companyId: number | null
+  eventId: number | null
+  typeId: number
+  fileUrl: string
+  createdAt: string
+  updatedAt: string
+  event: QuartrExpandedEvent | null
+}
+
+/** Summary source with nullable optional fields, as emitted in tool outputs. */
+export interface QuartrSummarySource {
+  sourceId: string | null
+  documentId: number
+  page: number | null
+  timestamp: number | null
+  typeId: number
+}
+
+/** Audio metadata with nullable optional fields, as emitted in tool outputs. */
+export interface QuartrAudioMetadata {
+  size: string | null
+  duration: number | null
+  encoding: string | null
+  mimetype: string | null
+}
+
+/** Audio recording with nullable optional fields, as emitted in tool outputs. */
+export interface QuartrAudio {
+  id: number
+  companyId: number
+  eventId: number
+  fileUrl: string | null
+  streamUrl: string | null
+  qna: number | null
+  audioMetadata: QuartrAudioMetadata | null
+  createdAt: string
+  updatedAt: string
+  event: QuartrExpandedEvent | null
+}
+
+/** Live event with nullable optional fields, as emitted in tool outputs. */
+export interface QuartrLiveEvent {
+  id: number
+  eventId: number
+  companyId: number
+  date: string
+  wentLiveAt: string | null
+  state: string | null
+  audio: string | null
+  transcript: string | null
+  createdAt: string
+  updatedAt: string
+}
+
+/** Event type with nullable optional fields, as emitted in tool outputs. */
+export interface QuartrEventType {
+  id: number
+  name: string | null
+  parent: string | null
+  createdAt: string
+  updatedAt: string
+}
+
+/** Document type with nullable optional fields, as emitted in tool outputs. */
+export interface QuartrDocumentType {
+  id: number
+  name: string
+  description: string | null
+  form: string | null
+  category: string
+  documentGroupId: number | null
+  createdAt: string
+  updatedAt: string
+}
+
+/** Cursor pagination parameters shared by all Quartr list tools. */
+export interface QuartrPaginationParams {
+  limit?: number | string
+  cursor?: number | string
+  direction?: string
+}
+
+/** `updatedAt` range filters shared by Quartr list tools. */
+export interface QuartrUpdatedRangeParams {
+  updatedAfter?: string
+  updatedBefore?: string
+}
+
+/** Company identifier filters shared by Quartr list tools. */
+export interface QuartrCompanyFilterParams {
+  tickers?: string
+  isins?: string
+  ciks?: string
+  countries?: string
+  exchanges?: string
+}
+
+export interface QuartrListCompaniesParams
+  extends QuartrCompanyFilterParams,
+    QuartrPaginationParams,
+    QuartrUpdatedRangeParams {
+  apiKey: string
+  companyIds?: string
+  openfigis?: string
+}
+
+export interface QuartrGetCompanyParams {
+  apiKey: string
+  companyId: number | string
+}
+
+export interface QuartrListEventsParams
+  extends QuartrCompanyFilterParams,
+    QuartrPaginationParams,
+    QuartrUpdatedRangeParams {
+  apiKey: string
+  companyIds?: string
+  eventTypeIds?: string
+  startDate?: string
+  endDate?: string
+  sortBy?: string
+}
+
+export interface QuartrGetEventParams {
+  apiKey: string
+  eventId: number | string
+}
+
+export interface QuartrGetEventSummaryParams {
+  apiKey: string
+  eventId: number | string
+  summaryLength?: string
+  plainSummary?: boolean | string
+}
+
+export interface QuartrListEventTypesParams extends QuartrPaginationParams {
+  apiKey: string
+}
+
+export interface QuartrListDocumentTypesParams extends QuartrPaginationParams {
+  apiKey: string
+}
+
+/** Filters shared by the documents, reports, slide decks, and transcripts list tools. */
+export interface QuartrListDocumentsParams
+  extends QuartrCompanyFilterParams,
+    QuartrPaginationParams,
+    QuartrUpdatedRangeParams {
+  apiKey: string
+  companyIds?: string
+  eventIds?: string
+  documentTypeIds?: string
+  documentGroupIds?: string
+  startDate?: string
+  endDate?: string
+  expandEvent?: boolean | string
+}
+
+export interface QuartrGetReportParams {
+  apiKey: string
+  reportId: number | string
+}
+
+export interface QuartrGetSlideDeckParams {
+  apiKey: string
+  slideDeckId: number | string
+}
+
+export interface QuartrGetTranscriptParams {
+  apiKey: string
+  transcriptId: number | string
+}
+
+export interface QuartrListAudioParams
+  extends QuartrCompanyFilterParams,
+    QuartrPaginationParams,
+    QuartrUpdatedRangeParams {
+  apiKey: string
+  companyIds?: string
+  eventIds?: string
+  startDate?: string
+  endDate?: string
+  expandEvent?: boolean | string
+}
+
+export interface QuartrGetAudioParams {
+  apiKey: string
+  audioId: number | string
+}
+
+export interface QuartrListLiveEventsParams
+  extends QuartrCompanyFilterParams,
+    QuartrPaginationParams,
+    QuartrUpdatedRangeParams {
+  apiKey: string
+  companyIds?: string
+  eventIds?: string
+  states?: string
+  startDate?: string
+  endDate?: string
+  transcriptVersion?: string
+}
+
+export interface QuartrListCompaniesResponse extends ToolResponse {
+  output: {
+    companies: QuartrCompany[]
+    nextCursor: number | null
+  }
+}
+
+export interface QuartrGetCompanyResponse extends ToolResponse {
+  output: {
+    company: QuartrCompany
+  }
+}
+
+export interface QuartrListEventsResponse extends ToolResponse {
+  output: {
+    events: QuartrEvent[]
+    nextCursor: number | null
+  }
+}
+
+export interface QuartrGetEventResponse extends ToolResponse {
+  output: {
+    event: QuartrEvent
+  }
+}
+
+export interface QuartrGetEventSummaryResponse extends ToolResponse {
+  output: {
+    summary: string
+    sources: QuartrSummarySource[]
+    summaryId: number
+    summaryCreatedAt: string
+    summaryUpdatedAt: string
+  }
+}
+
+export interface QuartrListEventTypesResponse extends ToolResponse {
+  output: {
+    eventTypes: QuartrEventType[]
+    nextCursor: number | null
+  }
+}
+
+export interface QuartrListDocumentTypesResponse extends ToolResponse {
+  output: {
+    documentTypes: QuartrDocumentType[]
+    nextCursor: number | null
+  }
+}
+
+export interface QuartrListDocumentsResponse extends ToolResponse {
+  output: {
+    documents: QuartrDocument[]
+    nextCursor: number | null
+  }
+}
+
+export interface QuartrListReportsResponse extends ToolResponse {
+  output: {
+    reports: QuartrDocument[]
+    nextCursor: number | null
+  }
+}
+
+export interface QuartrListSlideDecksResponse extends ToolResponse {
+  output: {
+    slideDecks: QuartrDocument[]
+    nextCursor: number | null
+  }
+}
+
+export interface QuartrListTranscriptsResponse extends ToolResponse {
+  output: {
+    transcripts: QuartrDocument[]
+    nextCursor: number | null
+  }
+}
+
+export interface QuartrGetDocumentFileResponse extends ToolResponse {
+  output: {
+    document: QuartrDocument
+    fileUrl: string
+    file: ToolFileData
+  }
+}
+
+export interface QuartrListAudioResponse extends ToolResponse {
+  output: {
+    audioRecordings: QuartrAudio[]
+    nextCursor: number | null
+  }
+}
+
+export interface QuartrGetAudioResponse extends ToolResponse {
+  output: {
+    audio: QuartrAudio
+  }
+}
+
+export interface QuartrListLiveEventsResponse extends ToolResponse {
+  output: {
+    liveEvents: QuartrLiveEvent[]
+    nextCursor: number | null
+  }
+}
+
+export const QUARTR_TICKER_OUTPUT_PROPERTIES = {
+  ticker: { type: 'string', description: 'Ticker symbol' },
+  exchange: { type: 'string', description: 'Exchange symbol' },
+} as const satisfies Record<string, OutputProperty>
+
+export const QUARTR_COMPANY_OUTPUT_PROPERTIES = {
+  id: { type: 'number', description: 'Quartr company ID' },
+  name: { type: 'string', description: 'Legal company name' },
+  displayName: { type: 'string', description: 'Display name', nullable: true },
+  country: { type: 'string', description: 'ISO 3166-1 alpha-2 country code' },
+  tickers: {
+    type: 'array',
+    description: 'Ticker listings for the company',
+    items: { type: 'object', properties: QUARTR_TICKER_OUTPUT_PROPERTIES },
+  },
+  isins: { type: 'array', description: 'ISINs for the company', items: { type: 'string' } },
+  cik: { type: 'string', description: 'SEC Central Index Key', nullable: true },
+  openfigi: {
+    type: 'array',
+    description: 'OpenFIGI share class identifiers',
+    items: { type: 'string' },
+  },
+  backlinkUrl: { type: 'string', description: 'Quartr backlink URL for the company' },
+  createdAt: { type: 'string', description: 'Creation timestamp (ISO 8601)' },
+  updatedAt: { type: 'string', description: 'Last update timestamp (ISO 8601)' },
+} as const satisfies Record<string, OutputProperty>
+
+export const QUARTR_EVENT_OUTPUT_PROPERTIES = {
+  id: { type: 'number', description: 'Quartr event ID' },
+  companyId: { type: 'number', description: 'Quartr company ID' },
+  title: { type: 'string', description: 'Event title (e.g., "Q1 2024")' },
+  date: { type: 'string', description: 'Event date (ISO 8601)' },
+  typeId: { type: 'number', description: 'Event type ID' },
+  fiscalYear: { type: 'number', description: 'Fiscal year', nullable: true },
+  fiscalPeriod: { type: 'string', description: 'Fiscal period (e.g., "Q1")', nullable: true },
+  language: { type: 'string', description: 'Event language code' },
+  backlinkUrl: { type: 'string', description: 'Quartr backlink URL for the event' },
+  createdAt: { type: 'string', description: 'Creation timestamp (ISO 8601)' },
+  updatedAt: { type: 'string', description: 'Last update timestamp (ISO 8601)' },
+} as const satisfies Record<string, OutputProperty>
+
+export const QUARTR_EXPANDED_EVENT_OUTPUT_PROPERTIES = {
+  title: { type: 'string', description: 'Event title', nullable: true },
+  typeId: { type: 'number', description: 'Event type ID', nullable: true },
+  fiscalYear: { type: 'number', description: 'Fiscal year', nullable: true },
+  fiscalPeriod: { type: 'string', description: 'Fiscal period (e.g., "Q1")', nullable: true },
+  language: { type: 'string', description: 'Event language code', nullable: true },
+  date: { type: 'string', description: 'Event date (ISO 8601)', nullable: true },
+} as const satisfies Record<string, OutputProperty>
+
+export const QUARTR_DOCUMENT_OUTPUT_PROPERTIES = {
+  id: { type: 'number', description: 'Quartr document ID' },
+  companyId: { type: 'number', description: 'Quartr company ID', nullable: true },
+  eventId: { type: 'number', description: 'Quartr event ID', nullable: true },
+  typeId: { type: 'number', description: 'Document type ID' },
+  fileUrl: { type: 'string', description: 'URL of the document file' },
+  createdAt: { type: 'string', description: 'Creation timestamp (ISO 8601)' },
+  updatedAt: { type: 'string', description: 'Last update timestamp (ISO 8601)' },
+  event: {
+    type: 'object',
+    description: 'Expanded event details (present when event expansion is requested)',
+    nullable: true,
+    properties: QUARTR_EXPANDED_EVENT_OUTPUT_PROPERTIES,
+  },
+} as const satisfies Record<string, OutputProperty>
+
+export const QUARTR_SUMMARY_SOURCE_OUTPUT_PROPERTIES = {
+  sourceId: {
+    type: 'string',
+    description: 'ID linking the source document to tags embedded in the summary',
+    nullable: true,
+  },
+  documentId: { type: 'number', description: 'Quartr document ID of the source' },
+  page: {
+    type: 'number',
+    description: 'Page number or timestamp in seconds depending on the document type',
+    nullable: true,
+  },
+  timestamp: { type: 'number', description: 'Timestamp in seconds', nullable: true },
+  typeId: { type: 'number', description: 'Document type ID of the source' },
+} as const satisfies Record<string, OutputProperty>
+
+export const QUARTR_AUDIO_METADATA_OUTPUT_PROPERTIES = {
+  size: { type: 'string', description: 'File size (e.g., "200.00 MB")', nullable: true },
+  duration: { type: 'number', description: 'Duration in seconds', nullable: true },
+  encoding: { type: 'string', description: 'Audio encoding', nullable: true },
+  mimetype: { type: 'string', description: 'Audio MIME type', nullable: true },
+} as const satisfies Record<string, OutputProperty>
+
+export const QUARTR_AUDIO_OUTPUT_PROPERTIES = {
+  id: { type: 'number', description: 'Quartr audio ID' },
+  companyId: { type: 'number', description: 'Quartr company ID' },
+  eventId: { type: 'number', description: 'Quartr event ID' },
+  fileUrl: { type: 'string', description: 'Download URL of the audio file (MPEG)', nullable: true },
+  streamUrl: {
+    type: 'string',
+    description: 'Streaming URL of the audio (M3U8)',
+    nullable: true,
+  },
+  qna: {
+    type: 'number',
+    description: 'Timestamp in seconds where the Q&A section starts',
+    nullable: true,
+  },
+  audioMetadata: {
+    type: 'object',
+    description: 'Audio file metadata',
+    nullable: true,
+    properties: QUARTR_AUDIO_METADATA_OUTPUT_PROPERTIES,
+  },
+  createdAt: { type: 'string', description: 'Creation timestamp (ISO 8601)' },
+  updatedAt: { type: 'string', description: 'Last update timestamp (ISO 8601)' },
+  event: {
+    type: 'object',
+    description: 'Expanded event details (present when event expansion is requested)',
+    nullable: true,
+    properties: QUARTR_EXPANDED_EVENT_OUTPUT_PROPERTIES,
+  },
+} as const satisfies Record<string, OutputProperty>
+
+export const QUARTR_LIVE_EVENT_OUTPUT_PROPERTIES = {
+  id: { type: 'number', description: 'Quartr live event ID' },
+  eventId: { type: 'number', description: 'Quartr event ID' },
+  companyId: { type: 'number', description: 'Quartr company ID' },
+  date: { type: 'string', description: 'Scheduled event date (ISO 8601)' },
+  wentLiveAt: {
+    type: 'string',
+    description: 'Timestamp when the event went live (ISO 8601)',
+    nullable: true,
+  },
+  state: {
+    type: 'string',
+    description:
+      'Live state (notLive, willBeLive, live, liveFailedInterrupted, liveFailedNoAccess, liveFailedNotStarted, processingRecording, processingRecordingFailed, recordingAvailable)',
+    nullable: true,
+  },
+  audio: {
+    type: 'string',
+    description: 'URL of the live audio stream or recording',
+    nullable: true,
+  },
+  transcript: {
+    type: 'string',
+    description: 'URL of the live transcript stream (JSON Lines)',
+    nullable: true,
+  },
+  createdAt: { type: 'string', description: 'Creation timestamp (ISO 8601)' },
+  updatedAt: { type: 'string', description: 'Last update timestamp (ISO 8601)' },
+} as const satisfies Record<string, OutputProperty>
+
+export const QUARTR_EVENT_TYPE_OUTPUT_PROPERTIES = {
+  id: { type: 'number', description: 'Event type ID' },
+  name: { type: 'string', description: 'Event type name (e.g., "Q1")', nullable: true },
+  parent: {
+    type: 'string',
+    description: 'Parent event type name (e.g., "Earnings call")',
+    nullable: true,
+  },
+  createdAt: { type: 'string', description: 'Creation timestamp (ISO 8601)' },
+  updatedAt: { type: 'string', description: 'Last update timestamp (ISO 8601)' },
+} as const satisfies Record<string, OutputProperty>
+
+export const QUARTR_DOCUMENT_TYPE_OUTPUT_PROPERTIES = {
+  id: { type: 'number', description: 'Document type ID' },
+  name: { type: 'string', description: 'Document type name (e.g., "Quarterly Report")' },
+  description: { type: 'string', description: 'Document type description', nullable: true },
+  form: { type: 'string', description: 'Filing form (e.g., "10-Q")', nullable: true },
+  category: { type: 'string', description: 'Document category (e.g., "Report")' },
+  documentGroupId: { type: 'number', description: 'Document group ID', nullable: true },
+  createdAt: { type: 'string', description: 'Creation timestamp (ISO 8601)' },
+  updatedAt: { type: 'string', description: 'Last update timestamp (ISO 8601)' },
+} as const satisfies Record<string, OutputProperty>

apps/sim/tools/quartr/utils.ts

@@ -0,0 +1,274 @@
+import type {
+  QuartrAudio,
+  QuartrAudioDto,
+  QuartrCompany,
+  QuartrCompanyDto,
+  QuartrCompanyFilterParams,
+  QuartrDocument,
+  QuartrDocumentDto,
+  QuartrDocumentType,
+  QuartrDocumentTypeDto,
+  QuartrEvent,
+  QuartrEventDto,
+  QuartrEventType,
+  QuartrEventTypeDto,
+  QuartrExpandedEvent,
+  QuartrExpandedEventDto,
+  QuartrListDocumentsParams,
+  QuartrLiveEvent,
+  QuartrLiveEventDto,
+  QuartrPaginationParams,
+  QuartrSummarySource,
+  QuartrSummarySourceDto,
+  QuartrUpdatedRangeParams,
+} from '@/tools/quartr/types'
+
+export const QUARTR_API_BASE_URL = 'https://api.quartr.com/public/v3'
+
+/**
+ * Normalizes a comma-separated list value by trimming whitespace around each
+ * entry, since the Quartr API expects lists without blank spaces.
+ */
+export function normalizeQuartrCommaList(
+  value: string | number | null | undefined
+): string | undefined {
+  if (value == null || value === '') return undefined
+  const normalized = String(value)
+    .split(',')
+    .map((entry) => entry.trim())
+    .filter(Boolean)
+    .join(',')
+  return normalized || undefined
+}
+
+/**
+ * Interprets a boolean-ish tool param, accepting boolean true or the string
+ * "true" (agent tool configuration serializes switch values as strings).
+ */
+export function isQuartrToggleEnabled(value: boolean | string | null | undefined): boolean {
+  return value === true || value === 'true'
+}
+
+/**
+ * Builds a Quartr API URL, appending only query parameters that have a value.
+ */
+export function buildQuartrUrl(
+  path: string,
+  query?: Record<string, string | number | boolean | null | undefined>
+): string {
+  const url = new URL(`${QUARTR_API_BASE_URL}${path}`)
+  if (query) {
+    for (const [key, value] of Object.entries(query)) {
+      if (value == null || value === '') continue
+      url.searchParams.set(key, String(value))
+    }
+  }
+  return url.toString()
+}
+
+/**
+ * Builds the query parameters shared by all Quartr list tools: company
+ * identifier filters, pagination, and updatedAt range filters.
+ */
+export function buildQuartrListQuery(
+  params: QuartrCompanyFilterParams & QuartrPaginationParams & QuartrUpdatedRangeParams
+): Record<string, string | number | boolean | undefined> {
+  return {
+    tickers: normalizeQuartrCommaList(params.tickers),
+    isins: normalizeQuartrCommaList(params.isins),
+    ciks: normalizeQuartrCommaList(params.ciks),
+    countries: normalizeQuartrCommaList(params.countries),
+    exchanges: normalizeQuartrCommaList(params.exchanges),
+    limit: params.limit,
+    cursor: params.cursor,
+    direction: params.direction,
+    updatedAfter: params.updatedAfter,
+    updatedBefore: params.updatedBefore,
+  }
+}
+
+/**
+ * Builds the query parameters shared by the documents, reports, slide decks,
+ * and transcripts list tools.
+ */
+export function buildQuartrDocumentListQuery(
+  params: QuartrListDocumentsParams
+): Record<string, string | number | boolean | undefined> {
+  return {
+    ...buildQuartrListQuery(params),
+    companyIds: normalizeQuartrCommaList(params.companyIds),
+    eventIds: normalizeQuartrCommaList(params.eventIds),
+    typeIds: normalizeQuartrCommaList(params.documentTypeIds),
+    documentGroupIds: normalizeQuartrCommaList(params.documentGroupIds),
+    startDate: params.startDate,
+    endDate: params.endDate,
+    expand: isQuartrToggleEnabled(params.expandEvent) ? 'event' : undefined,
+  }
+}
+
+/**
+ * Parses a Quartr API response, throwing a descriptive error for failures.
+ */
+export async function parseQuartrResponse<T>(response: Response, operation: string): Promise<T> {
+  const text = await response.text()
+  let data: unknown
+  try {
+    data = JSON.parse(text)
+  } catch {
+    data = undefined
+  }
+
+  if (!response.ok) {
+    const body = data as
+      | { message?: string | Array<string | { field?: string; message?: string }>; error?: string }
+      | undefined
+    const rawMessage = body?.message ?? body?.error ?? `HTTP ${response.status}`
+    const message = Array.isArray(rawMessage)
+      ? rawMessage
+          .map((entry) => {
+            if (typeof entry === 'string') return entry
+            if (typeof entry?.message === 'string') {
+              return entry.field ? `${entry.field}: ${entry.message}` : entry.message
+            }
+            return JSON.stringify(entry)
+          })
+          .join('; ')
+      : rawMessage
+    throw new Error(`Quartr ${operation} failed (${response.status}): ${message}`)
+  }
+
+  if (data === undefined) {
+    throw new Error(`Quartr ${operation} returned an invalid JSON response`)
+  }
+
+  return data as T
+}
+
+export function mapQuartrCompany(dto: QuartrCompanyDto): QuartrCompany {
+  return {
+    id: dto.id,
+    name: dto.name,
+    displayName: dto.displayName ?? null,
+    country: dto.country,
+    tickers: dto.tickers ?? [],
+    isins: dto.isins ?? [],
+    cik: dto.cik ?? null,
+    openfigi: dto.openfigi ?? [],
+    backlinkUrl: dto.backlinkUrl,
+    createdAt: dto.createdAt,
+    updatedAt: dto.updatedAt,
+  }
+}
+
+export function mapQuartrEvent(dto: QuartrEventDto): QuartrEvent {
+  return {
+    id: dto.id,
+    companyId: dto.companyId,
+    title: dto.title,
+    date: dto.date,
+    typeId: dto.typeId,
+    fiscalYear: dto.fiscalYear ?? null,
+    fiscalPeriod: dto.fiscalPeriod ?? null,
+    language: dto.language,
+    backlinkUrl: dto.backlinkUrl,
+    createdAt: dto.createdAt,
+    updatedAt: dto.updatedAt,
+  }
+}
+
+export function mapQuartrExpandedEvent(
+  dto: QuartrExpandedEventDto | undefined
+): QuartrExpandedEvent | null {
+  if (!dto) return null
+  return {
+    title: dto.title ?? null,
+    typeId: dto.typeId ?? null,
+    fiscalYear: dto.fiscalYear ?? null,
+    fiscalPeriod: dto.fiscalPeriod ?? null,
+    language: dto.language ?? null,
+    date: dto.date ?? null,
+  }
+}
+
+export function mapQuartrDocument(dto: QuartrDocumentDto): QuartrDocument {
+  return {
+    id: dto.id,
+    companyId: dto.companyId ?? null,
+    eventId: dto.eventId ?? null,
+    typeId: dto.typeId,
+    fileUrl: dto.fileUrl,
+    createdAt: dto.createdAt,
+    updatedAt: dto.updatedAt,
+    event: mapQuartrExpandedEvent(dto.event),
+  }
+}
+
+export function mapQuartrSummarySource(dto: QuartrSummarySourceDto): QuartrSummarySource {
+  return {
+    sourceId: dto.sourceId ?? null,
+    documentId: dto.documentId,
+    page: dto.page ?? null,
+    timestamp: dto.timestamp ?? null,
+    typeId: dto.typeId,
+  }
+}
+
+export function mapQuartrAudio(dto: QuartrAudioDto): QuartrAudio {
+  return {
+    id: dto.id,
+    companyId: dto.companyId,
+    eventId: dto.eventId,
+    fileUrl: dto.fileUrl ?? null,
+    streamUrl: dto.streamUrl ?? null,
+    qna: dto.qna ?? null,
+    audioMetadata: dto.audioMetadata
+      ? {
+          size: dto.audioMetadata.size ?? null,
+          duration: dto.audioMetadata.duration ?? null,
+          encoding: dto.audioMetadata.encoding ?? null,
+          mimetype: dto.audioMetadata.mimetype ?? null,
+        }
+      : null,
+    createdAt: dto.createdAt,
+    updatedAt: dto.updatedAt,
+    event: mapQuartrExpandedEvent(dto.event),
+  }
+}
+
+export function mapQuartrLiveEvent(dto: QuartrLiveEventDto): QuartrLiveEvent {
+  return {
+    id: dto.id,
+    eventId: dto.eventId,
+    companyId: dto.companyId,
+    date: dto.date,
+    wentLiveAt: dto.wentLiveAt ?? null,
+    state: dto.state ?? null,
+    audio: dto.audio ?? null,
+    transcript: dto.transcript ?? null,
+    createdAt: dto.createdAt,
+    updatedAt: dto.updatedAt,
+  }
+}
+
+export function mapQuartrEventType(dto: QuartrEventTypeDto): QuartrEventType {
+  return {
+    id: dto.id,
+    name: dto.name ?? null,
+    parent: dto.parent ?? null,
+    createdAt: dto.createdAt,
+    updatedAt: dto.updatedAt,
+  }
+}
+
+export function mapQuartrDocumentType(dto: QuartrDocumentTypeDto): QuartrDocumentType {
+  return {
+    id: dto.id,
+    name: dto.name,
+    description: dto.description ?? null,
+    form: dto.form ?? null,
+    category: dto.category,
+    documentGroupId: dto.documentGroupId ?? null,
+    createdAt: dto.createdAt,
+    updatedAt: dto.updatedAt,
+  }
+}