Add Quartr MCP connector#180
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Quartr provides earnings call transcripts, event data, company profiles, financials, and filings via MCP (mcp.quartr.com/mcp). Listed in the README integrations table and wired into the financial-analysis vertical's .mcp.json alongside the other data providers.
Adds mcp__quartr__* to the earnings-reviewer tool allowlist and names Quartr as the source for full earnings call transcripts in the workflow + guardrails. FactSet/Daloopa keep their roles for actuals/consensus/filings; Quartr is for transcripts only (with speaker + timestamp citations). Mirrors the change in the managed-agent cookbook so the headless deploy picks it up too.
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Summary
Adds Quartr as an MCP connector at
https://mcp.quartr.com/mcpand wires it into the earnings-reviewer agent as the transcript source.Per Quartr's MCP docs, the server exposes ~40+ tools across:
Auth is OAuth 2.0 with automatic token refresh; intended for Quartr Pro subscribers doing individual research.
Changes
Connector listing
README.md— listed Quartr in the MCP Integrations tableplugins/vertical-plugins/financial-analysis/.mcp.json— wired Quartr into the shared connector set so any vertical/agent that consumes financial-analysis picks it upEarnings reviewer wiring
plugins/agent-plugins/earnings-reviewer/agents/earnings-reviewer.md— addedmcp__quartr__*to the tool allowlist; named Quartr as the source for full earnings call transcripts in workflow step 1; clarified in the guardrails that Quartr is for transcript quotes (speaker + timestamp), not for figures. FactSet/Daloopa keep their roles for actuals, consensus, and filings.managed-agent-cookbooks/earnings-reviewer/agent.yaml— mirrored with matchingmcp_toolset+mcp_serversentries using${QUARTR_MCP_URL}so the headless managed-agent deploy gets the same wiring.Test plan
python3 scripts/check.pypassesfinancial-analysis/.mcp.jsonis valid JSON and listsquartrearnings-reviewer.mdtool allowlist includesmcp__quartr__*agent.yamlhas the matchingmcp_toolsetandmcp_serversentries