FactSet MCP Server

FactSet's native Model Context Protocol server gives LLMs and AI agents direct, real-time access to FactSet's curated financial intelligence without intermediaries, data warehouses, or custom integration pipelines. Announced on December 16, 2025 after an "Explorer" beta with 45 firms and over 800 institutional users, FactSet positions it as the industry's first production-grade MCP server delivered without a third-party intermediary, backed by the same content APIs already used by its institutional clients.

The initial release exposes nine datasets: Fundamentals, Consensus Estimates, Ownership, Global M&A intelligence, Global Pricing (FGP), People profiles, Events (live and historical), Supply Chain insights, and Geographic Revenue Exposure. These cover most workflows in equity research, investment management, corporate development, and competitive intelligence, letting an AI assistant pull authoritative market data in-context rather than relying on scraped or stale sources.

Authentication uses OAuth 2.0 with patterns built for enterprise AI: dynamic client registration so MCP clients can self-register with the authorization server, On-Behalf-Of token exchange for service-to-service calls, and fine-grained scopes at the tool, resource, and parameter level. Access is gated to existing FactSet clients, with provisioning handled through the FactSet Developer Portal and an assigned engineering contact.

FactSet's MCP server is a provider-hosted, proprietary service. You cannot self-host it, and access requires an active FactSet client relationship.

Prerequisites

• An active FactSet subscription with entitlements to the relevant content APIs (Fundamentals, Estimates, Ownership, M&A, Pricing, People, Events, Supply Chain, Geographic Revenue Exposure)
• Access to the FactSet Developer Portal
• A Confidential OAuth Client created in the Developer Portal (work with your FactSet Engineering contact to provision)

Steps

• Request access to the MCP product via the FactSet Marketplace listing at https://www.factset.com/marketplace/catalog/product/model-context-protocol
• Visit https://developer.factset.com/mcp for current endpoint, scope, and onboarding documentation
• Coordinate with your FactSet Engineering contact to create a Confidential Client and obtain client credentials. OAuth 2.0 patterns and test scripts are documented at https://github.com/factset/oauth2-guidelines
• Configure your MCP client (Claude Desktop, Cursor, custom agent) to connect to the FactSet MCP endpoint using the OAuth credentials issued to you

Example MCP client configuration

The exact endpoint URL is provisioned per client and not published publicly. A typical remote MCP client config will look like:

{
  "mcpServers": {
    "factset": {
      "url": "https://<your-provisioned-factset-mcp-endpoint>",
      "transport": "http",
      "auth": {
        "type": "oauth2",
        "clientId": "<your-confidential-client-id>",
        "clientSecret": "<your-confidential-client-secret>",
        "scopes": ["<scopes provided by FactSet>"]
      }
    }
  }
}

Refer to the Developer Portal for the exact URL, scopes, and any client-specific transport requirements.

• Pull live fundamentals and consensus estimates for a coverage list during equity research, with the LLM reasoning over the returned figures
• Run M&A screens (recent deals, deal terms, advisors) from inside an analyst chat workflow
• Investigate ownership changes and institutional holders for a target company as part of activist or IR research
• Surface supply chain relationships and geographic revenue exposure to assess tariff, geopolitical, or concentration risk
• Look up people profiles (executives, board members) and live or historical corporate events during diligence or call prep

• "Pull the last five years of revenue, EBITDA, and free cash flow for NVDA and chart the trend."
• "Show me consensus EPS estimates for AAPL for the next four quarters and flag any analyst revisions in the last 30 days."
• "List all global M&A deals over $1B in the semiconductor sector closed in 2025 with their advisors."
• "What is Microsoft's geographic revenue exposure and which suppliers in its supply chain are concentrated in Taiwan?"
• "Who are the top 20 institutional holders of TSLA and how have their positions changed over the last two quarters?"

• Official, production-grade server maintained directly by FactSet, not a community wrapper
• Backed by the same content APIs trusted by hundreds of institutional clients, with authoritative and entitled data
• Enterprise-grade OAuth 2.0 with dynamic client registration, On-Behalf-Of token exchange, fine-grained scopes, and audit logging
• Covers nine core financial datasets out of the box, including Fundamentals, Estimates, Ownership, M&A, Pricing, People, Events, Supply Chain, and Geographic Revenue Exposure

• Closed to non-clients: requires an active FactSet subscription and entitlements to each content API
• Public technical documentation (endpoint URL, exact tool names, parameter schemas) is gated behind the Developer Portal and not openly browsable
• Initial release covers nine datasets, so workflows that depend on other FactSet content (e.g., fixed income analytics, ESG, portfolio analytics) are not yet exposed

• Bloomberg Terminal API integrations (no first-party MCP server announced, but similar institutional data scope)
• S&P Capital IQ / Xpressfeed via custom MCP wrappers
• Refinitiv (LSEG) Data Platform APIs, accessed via community MCP adapters