Estimates, ownership, transcripts and deals from your firm's FactSet entitlements.
Analysts can assemble an earnings preview, a comps table or an ownership and supply-chain picture from FactSet data in one conversation.
What it is
FactSet's remote MCP server at mcp.factset.com/content/v1. It brings FactSet's financial data APIs together behind one connection. What you can reach follows your FactSet login and the content your firm is entitled to.
What you get
- Company fundamentals with an audit trail, and consensus estimates, earnings surprises and guidance
- Stock prices, returns and dividends back to 2006
- Fund holdings, institutional ownership and insider trading
- Executive and board profiles, and company events over date ranges of up to 90 days
- M&A deals with a public target, private company data, and private equity and venture capital data
- Companies and funds screened across FactSet's data sets
- Earnings call transcripts, StreetAccount and MT Newswire news, and SEC filings from 2022 on
- Supply chain links, revenue by geography, debt structure, bank data and economic indicators for over 90 countries
Requirements
A FactSet account entitled to the data you want to query. You sign in to FactSet when you connect. FactSet lists setup for clients including Claude, Codex CLI, Microsoft Copilot, Perplexity, Databricks and Amazon Quick. Which tools you see depends on your firm's FactSet data tier, so ask your FactSet contact if a dataset is missing.
Setup effort
Paste a URL, then authorize — add the endpoint to your client, then approve the OAuth consent screen