Quartr agent skills for Claude Code, Cursor and RevampKey

5 ready-made playbooks that teach an AI agent how to do real Quartr work: which tools to call, what to check first, and when to stop and ask you.

Download RevampKey, free I have it: connect Quartr

Connect Quartr once and all 5 skills install themselves and stay up to date. Mac, Windows and Linux.

All 5 Quartr skills

Each skill is one job. You ask in plain words and the agent loads the skill that matches, then follows its steps.

Start hereAsks before writing22 Quartr tools

Use Quartr with AI for research, safely

Sets up how the assistant uses your Quartr account: it checks your subscription and access first, keeps results small, and asks before changing any watchlist or keyword.

Use it when

You are starting research on a company and want the assistant to find the right listing first
You want to know why a Quartr lookup was blocked, rate limited or came back empty
You want to review or change your watchlists without the assistant editing them unasked

Tools it uses

search_companies
get_company
list_companies
list_related_companies
get_event_summary
get_document_summary
read_document
list_events
list_event_types
get_event
list_documents
search_documents
get_financials
read_live_transcript
create_watchlist
rename_watchlist
delete_watchlist
add_to_watchlist
remove_from_watchlist
create_keyword
update_keyword
list_watchlists

Example

Check my Quartr access, then find the latest earnings event for Nordea and list its documents.

Your account is an active Quartr Pro subscription with read-write access. I matched Nordea by ticker NDA-SE in Finland, status active. The latest event is the Q3 results presentation; it has 4 attached documents, and I've listed them. I haven't changed any watchlists.

Use in RevampKeyRead the full skill →

Read-only12 Quartr tools

Company event briefing from Quartr

Builds a briefing on one company from its profile, recent earnings events and attached documents, and flags what the company did not say. Read-only.

Use it when

You need a quick primer on a company before a meeting
You want to know what a company reported in its last few quarters
You are checking whether guidance changed between results

Tools it uses

search_companies
get_company
list_events
list_event_types
get_event
get_event_summary
list_documents
read_document
search_documents
get_document_summary
get_financials
list_related_companies

Example

Give me a briefing on Ericsson's last four quarters, focusing on guidance changes.

Ericsson (ERIC B, Sweden). Latest results event is Q3, with reported sales down year on year. Guidance for the full year was narrowed rather than restated, and the segment table for one region did not appear this quarter. Open question: whether the restructuring charge mentioned in the report recurs next period.

Use in RevampKeyRead the full skill →

Read-only11 Quartr tools

Review an earnings transcript with Quartr MCP

Reads one earnings call transcript with its summary and financials, and pulls out guidance, changes in tone, management answers to analyst questions, and the topics left unanswered. It asks before changing any watchlist.

Use it when

You want the key guidance and takeaways from a results call
You need to know what analysts pushed on and what management avoided
You want to see how management's tone changed since the last call

Tools it uses

search_companies
get_company
list_events
get_event
list_documents
read_live_transcript
get_event_summary
get_document_summary
read_document
search_documents
get_financials

Example

Review the Q3 earnings call for Acme Corp: guidance changes, what analysts pressed on, and anything management didn't answer.

Coverage is the full transcript with Q&A. Guidance: FY revenue range narrowed to 4.1 to 4.3 billion from 4.0 to 4.4 billion; the gross margin figure was not restated. Analysts asked about the margin outlook three times; two answers were qualified and one was redirected to next quarter. Tone in prepared remarks was more cautious than last quarter, but the Q&A specifics were unchanged. Not addressed: the capex plan from the prior call.

Use in RevampKeyRead the full skill →

Asks before writing13 Quartr tools

Compare a company against its peers with Quartr

Builds a side-by-side comparison of a company against its related and comparable peers, aligning reporting periods and currencies before judging which differences are real. It asks before saving any peer list to a watchlist.

Use it when

You want to see how a company's scale and results compare with its sector peers.
You need a comp table for a set of listed competitors with matched reporting periods.
You are unsure who the true comparable companies are and want the peer set justified.

Tools it uses

search_companies
get_company
list_related_companies
list_companies
list_events
get_event
get_financials
get_document_summary
get_event_summary
create_watchlist
add_to_watchlist
remove_from_watchlist
delete_watchlist

Example

How does Nordic Semiconductor compare with its closest peers on size, margins and reporting timing?

I started from Nordic Semiconductor's related companies and kept four peers in the same industry and listing region. Three of them report on a December year-end, so I aligned on the last completed quarter. One peer reports about three weeks later than the others, which I've noted as a disclosure difference. Scale differs sharply: the target is much smaller than two of the peers, so I've flagged that before comparing margins.

Use in RevampKeyRead the full skill →

Asks before writing12 Quartr tools

Clean up your Quartr watchlists and keywords

Reviews your Quartr watchlists and keywords for acquired or delisted companies, duplicates and stale entries, then proposes changes. It asks for your explicit approval before changing any list.

Use it when

Your watchlists have grown and you want to see what still matters
A company on a list was acquired or delisted and you want it removed
You want keywords tidied so alerts stay useful

Tools it uses

list_watchlists
get_watchlist
list_keywords
get_company
search_companies
create_watchlist
rename_watchlist
delete_watchlist
add_to_watchlist
remove_from_watchlist
create_keyword
update_keyword

Example

Audit my Quartr watchlists and tell me what to clean up.

I checked 3 watchlists with 41 companies and 12 keywords. I found 6 companies to review: 2 were acquired, 3 are duplicates, and 1 is misfiled. I also found 2 generic keywords that match too broadly. Nothing has been changed. Reply with the numbers you approve and I will apply only those.

Use in RevampKeyRead the full skill →

Get all 5 without copying a file

RevampKey adds the skills when you connect Quartr, updates them for you and removes them when you disconnect.

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How Quartr skills work

Connect Quartr
The Quartr MCP server gives the agent its tools.
Ask in plain words
“Give me a briefing on Ericsson's last four quarters, focusing on guidance changes.” Each SKILL.md says when it applies, so only the one that fits is loaded.
Approve any change
The agent calls the tools in order, checks its work, and shows you any change before it makes it.

How to install Quartr skills

In RevampKey the skills install themselves when you connect Quartr. In other tools each skill is one folder with a SKILL.md file, and you also need the Quartr MCP server connected there.

About 1 minute · nothing to copy

Download RevampKey for Mac, Windows or Linux and sign in.
Open Connectors and connect Quartr. All 5 skills come with it and stay up to date; they go away when you remove the connector.
Ask in plain language, for example “Give me a briefing on Ericsson's last four quarters, focusing on guidance changes.”
Download RevampKeyConnect Quartr · 1 click
Get RevampKey to connect Quartr
RevampKey is a free desktop app for Mac, Windows and Linux. Install it, sign in, and Quartr is one click away with its skills already attached.
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Not now? Use the skills in your current tool
for s in essentials company-event-research earnings-transcript-review peer-comparison watchlist-maintenance; do curl -fsSL --create-dirs -o .claude/skills/quartr-$s/SKILL.md https://revampkey.com/marketplace/quartr/skills/$s/SKILL.md done
Other tools

Into this project’s .claude/skills folder

Connect the Quartr MCP server in Claude Code.

Run this in your project folder to add all 5 skills:

for s in essentials company-event-research earnings-transcript-review peer-comparison watchlist-maintenance; do
  curl -fsSL --create-dirs -o .claude/skills/quartr-$s/SKILL.md https://revampkey.com/marketplace/quartr/skills/$s/SKILL.md
done

Ask in plain language, for example “Give me a briefing on Ericsson's last four quarters, focusing on guidance changes.”

Into the shared .agents/skills folder

Connect the Quartr MCP server in Cursor.

Run this in your project folder to add all 5 skills:

for s in essentials company-event-research earnings-transcript-review peer-comparison watchlist-maintenance; do
  curl -fsSL --create-dirs -o .agents/skills/quartr-$s/SKILL.md https://revampkey.com/marketplace/quartr/skills/$s/SKILL.md
done

Ask in plain language, for example “Give me a briefing on Ericsson's last four quarters, focusing on guidance changes.”

Into the shared .agents/skills folder

Connect the Quartr MCP server in Codex.

Run this in your project folder to add all 5 skills:

for s in essentials company-event-research earnings-transcript-review peer-comparison watchlist-maintenance; do
  curl -fsSL --create-dirs -o .agents/skills/quartr-$s/SKILL.md https://revampkey.com/marketplace/quartr/skills/$s/SKILL.md
done

Ask in plain language, for example “Give me a briefing on Ericsson's last four quarters, focusing on guidance changes.”

Into the shared .agents/skills folder

Connect the Quartr MCP server in VS Code.

Run this in your project folder to add all 5 skills:

for s in essentials company-event-research earnings-transcript-review peer-comparison watchlist-maintenance; do
  curl -fsSL --create-dirs -o .agents/skills/quartr-$s/SKILL.md https://revampkey.com/marketplace/quartr/skills/$s/SKILL.md
done

Ask in plain language, for example “Give me a briefing on Ericsson's last four quarters, focusing on guidance changes.”

RevampKey or copy the files?

In RevampKey

One click when you connect Quartr
Updated for you when a skill improves
Removed when you disconnect
The MCP server is set up for you
800+ other connectors, same way

Download free

Copy into your project

One command per project
Run it again to get updates
You connect the Quartr MCP server yourself
Works in Claude Code, Cursor, Codex and VS Code

See the command

Quartr skills FAQ

What is a Quartr agent skill?

A SKILL.md file: a short playbook an AI agent loads when your request matches it. Each Quartr skill describes one job, which Quartr tools to use in which order, what to check first and when to stop and ask you.

Do the Quartr skills change anything on their own?

2 of the 5 only read. The others tell the agent to show you the change and wait for a yes before it creates, edits or deletes anything in Quartr.

Which tools can use these skills?

Any agent that reads the open Agent Skills format: Claude Code, Cursor, Codex, VS Code with Copilot and RevampKey. In RevampKey they are attached when you connect Quartr; elsewhere you copy the folders into your project or skills directory.

Do I need the Quartr MCP server too?

Yes. The skills tell the agent how to do the work; the Quartr MCP server gives it the tools to do it. The Quartr MCP setup guide covers every client.

Quartr MCP server setup · This page as Markdown

Put Quartr’s best workflows in your agent

Download RevampKey, connect Quartr and ask your first question in about a minute.

Download RevampKey Connect Quartr · 1 click

All 5 Quartr skills

Use Quartr with AI for research, safely

Use it when

Tools it uses

Company event briefing from Quartr

Use it when

Tools it uses

Review an earnings transcript with Quartr MCP

Use it when

Tools it uses

Compare a company against its peers with Quartr

Use it when

Tools it uses

Clean up your Quartr watchlists and keywords

Use it when

Tools it uses

Get all 5 without copying a file

How Quartr skills work

How to install Quartr skills

RevampKey or copy the files?

In RevampKey

Copy into your project

Quartr skills FAQ

Put Quartr’s best workflows in your agent

Skills for related tools