FactSet MCP server (AI-Ready Data)

• Gets current and past financials for public companies

  Looks up a public company's financial statements and fundamentals, now and in past periods, with links back to the source figures.

  Try: “Show Apple's revenue, operating margin and free cash flow for the last five fiscal years”

  Network · FactSet_Fundamentals

• Gets analyst consensus, earnings surprises, ratings and company guidance

  Retrieves consensus estimates, earnings surprises, analyst ratings, segment forecasts and the company's own guidance.

  Try: “What is the consensus EPS estimate for Microsoft next quarter, and did it beat last quarter?”

  Network · FactSet_EstimatesConsensus

• Gets stock prices, returns, volume, dividends and corporate actions

  Looks up a public company's share prices, returns, trading volume, corporate actions, latest dividends and shares outstanding, back to 2006.

  Try: “Chart Nvidia's total return against the S&P 500 since January 2024”

  Network · FactSet_GlobalPrices

• Screens companies by financial and other criteria

  Finds companies that match the financial and other criteria you set, across several FactSet datasets.

  Try: “Find US software companies with revenue growth above 20% and positive free cash flow”

  Network · FactSet_CompanyScreener

• Shows fund holdings, institutional owners and insider trades

  Shows who owns a company's shares, including fund holdings, institutional owners, insider trades and changes in positions.

  Try: “Who are Tesla's top 10 institutional holders and who added shares last quarter?”

  Network · FactSet_Ownership

• Searches earnings call transcripts, news and SEC filings since 2022

  Searches CallStreet earnings call transcripts, StreetAccount news, EDGAR 10-K, 10-Q and 8-K filings and MT Newswires stories from 2022 to today.

  Try: “What did Amazon management say about AWS margins on the last two earnings calls?”

  Network · FactSet_UnstructuredContent

• Lists company events such as earnings dates, up to 90 days at a time

  Lists company events like earnings calls and conferences for a date range of up to 90 days.

  Try: “Which banks report earnings in the next two weeks?”

  Network · FactSet_CalendarEvents

• Gets executive profiles, boards, pay and career history

  Looks up a company's executives and board members, including their profiles, pay and past roles.

  Try: “Who sits on Disney's board and what did the CEO earn last year?”

  Network · FactSet_People

• Looks up company profiles, locations and parent companies

  Gets reference details for over 16 million companies and other entities, such as business profile, location and parent company.

  Try: “What is the ultimate parent company of Instagram and where is it based?”

  Network · FactSet_EntityReference

• Gets deals and deal pricing where the target is a public company

  Retrieves mergers and acquisitions where the target is publicly traded, with key deal terms and pricing.

  Try: “List acquisitions of public US medical device companies in 2025 with deal values”

  Network · FactSet_MergersAcquisitions

• Gets financials, executives and funding for private companies

  Retrieves financial data, executive profiles and funding information for private companies.

  Try: “What do we know about Stripe's funding rounds and leadership team?”

  Network · FactSet_PrivateCompany

• Gets private equity and venture funds, investors, deals and portfolios

  Retrieves private equity and venture capital data, including funds, general partners, transactions and portfolio companies.

  Try: “Which portfolio companies has Sequoia's latest growth fund invested in?”

  Network · FactSet_PrivateEquityVC

• Shows a company's debt, instruments and credit facilities

  Shows a company's total debt, each debt instrument, seniority and fixed or floating rate mix, and revolver liquidity, back to 2006.

  Try: “Break down Ford's debt by maturity and seniority”

  Network · FactSet_DebtCapitalStructure

• Gets mutual fund and ETF prices, returns, flows, holdings and fees

  Retrieves mutual fund and ETF data such as NAV, returns, assets, flows, holdings, fees and risk measures.

  Try: “Compare the fees, holdings and 3-year returns of SPY and VOO”

  Network · FactSet_FundsETF

• Screens mutual funds and ETFs by your criteria

  Finds mutual funds and ETFs that match the criteria you set, across several FactSet datasets.

  Try: “Find bond ETFs with an expense ratio under 0.1% and over $1 billion in assets”

  Network · FactSet_FundsScreener

• Shows a company's suppliers, customers and other business links

  Identifies a company's business relationships, both those it discloses and those disclosed by the other party, such as suppliers and customers.

  Try: “Who are TSMC's biggest customers and suppliers?”

  Network · FactSet_SupplyChain

• Shows where a company earns its revenue by region or country

  Breaks down a company's revenue by region or country to show its geographic exposure.

  Try: “How much of Apple's revenue comes from China?”

  Network · FactSet_GeoRev

• Classifies companies by business line and splits revenue by segment

  Gives a company's industry classification, revenue split by line of business and brand names, for over 50,000 public companies.

  Try: “What share of Alphabet's revenue comes from advertising versus cloud?”

  Network · FactSet_RBICS

• Gets current and past prices for corporate, government and municipal bonds

  Retrieves current and historical prices for corporate, treasury, agency, municipal and government bonds.

  Try: “Show the price history of Apple's 2030 bonds over the last year”

  Network · FactSet_BondPrices

• Gets bond terms such as coupons, covenants and agents

  Retrieves the terms of corporate, government and agency bonds worldwide, including coupon schedules, covenants and agent details.

  Try: “What are the coupon and call terms on Boeing's 2033 notes?”

  Network · FactSet_TermsConditions

• Gets economic indicators and the economic calendar for 90+ countries

  Retrieves economic calendar events and historical data for economic indicators in over 90 countries.

  Try: “Show US CPI and unemployment for the last 24 months”

  Network · FactSet_Macroeconomics

• Gets quantitative factor values such as momentum and volatility

  Retrieves over 2,000 quantitative factors, such as momentum, volatility and liquidity, to spot investment themes across global stocks.

  Try: “Rank these ten stocks by 12-month momentum and volatility”

  Network · FactSet_QFL

• Used by the assistant behind the scenes

  Finds the right metric codes before the assistant requests data

  Lets the assistant look up valid metric codes for fundamentals and estimates before it asks for the data.

  Try: “Find the metric code for EBITDA margin”

  Network · FactSet_Metrics

Watch out for

• Licensed data goes into your AI chat

  Answers are sent to whichever AI client you connect. Confirm your firm allows FactSet data in that tool before you start. factset.com

• You only see what your firm pays for

  Tools and their descriptions change with your firm type and data tier, so a dataset your colleague sees may be missing for you. developer.factset.com

• It only reads FactSet data

  All 23 tools look up data. None creates, changes or deletes anything in FactSet. developer.factset.com

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