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Sync the quartr skill with the CLI's new behaviour - #15

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arcaputo3 merged 1 commit into
gh-8-tier-403-and-catalogsfrom
docs-sync-quartr-skill
Aug 5, 2026
Merged

Sync the quartr skill with the CLI's new behaviour#15
arcaputo3 merged 1 commit into
gh-8-tier-403-and-catalogsfrom
docs-sync-quartr-skill

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Top of the stack, on #14. Docs only — no Go changes.

The .claude/skills/quartr/ skill is what an agent reads at runtime instead of re-deriving usage from source, so leaving it stale would undo much of the stack's value. Two entries were not merely out of date but actively wrong after these changes:

  • Recipe 3 ("download the latest 10-K") instructed reports list --tickers AAPL --type-ids 11 --sort-by date --direction desc --limit 1. That now exits 2. It has been rewritten to pull with --all and sort locally, with a note that the newest filing is often absent from a short page.
  • Recipe 9 ("map filing forms to type ids") relied on document-types list --format csv | grep -i "8-k" — a grep over a silently truncated 10-row page. That grep is trustworthy now that the catalog comes back whole, and the file says so.

Also updated across SKILL.md, references/commands.md, and references/recipes.md:

  • sorting is events-only, exit 2 elsewhere, with the events-first recipe
  • ticker collisions: companies resolve, EXCHANGE:TICKER, and an explicit "there is no name search" so nobody tries
  • --expand company as a client-side join, and why unattributed rows hide collisions
  • downloads: --output -, status line on stderr
  • 403 is entitlement, 401 is auth — with a direct instruction not to start debugging the key on a 403
  • an exit-code table, including that a 2 will never be fixed by retrying

The known-collision list (ACA, BLD, CE, WM, COST, TEL, AVNT) from #5 is recorded in the recipes file so it survives outside the issue tracker.

🤖 Generated with Claude Code

The skill is what agents read at runtime, and the stack changed enough that
parts of it were actively misleading. Recipe 3 told the reader to run
`reports list --sort-by date`, which now exits 2. Recipe 9's
`document-types list | grep 8-K` was searching a silently truncated page.

Updated across SKILL.md, references/commands.md and references/recipes.md:

- sorting: events-only, exit 2 elsewhere, and what to do instead
- ticker collisions: `companies resolve`, EXCHANGE:TICKER, no name search
- `--expand company` as a client-side join, and why attribution matters
- downloads: `--output -`, status line on stderr
- lookup tables return whole catalogs, so grepping them is trustworthy
- 403 is entitlement and 401 is auth; stop debugging the key on a 403
- exit codes, including what a 2 means and that retrying will not help

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
@arcaputo3
arcaputo3 merged commit ad694a1 into main Aug 5, 2026
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arcaputo3 deleted the docs-sync-quartr-skill branch August 5, 2026 19:10
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