FactSet MCP server for Claude, Codex and Cursor

What your AI apps can do with FactSet

Read company fundamentals and estimates
Query prices and ownership data

FactSet MCP tools

23 tools, taken from the publisher's documentation on 31 October 2026. The server decides what it offers and can add or rename tools at any time; after you connect, Toolstile shows the current list.

Tool	What it does
`FactSet_Fundamentals`	Get most recent and historical data for public company fundamentals and financials, including audit trail.
`FactSet_EstimatesConsensus`	Retrieve data for consensus estimates, earnings surprises, analyst ratings, segment projections, and company guidance data.
`FactSet_GlobalPrices`	Retrieve data going back to 2006 for public company stock prices, returns, trading volume, corporate actions, latest dividends, and shares outstanding data.
`FactSet_Ownership`	Get fund holdings, institutional ownership, insider trading activity, and shareholder position changes.
`FactSet_People`	Retrieve executive profiles, leadership rosters, compensation analysis, employment history, and board composition data.
`FactSet_EntityReference`	Get comprehensive entity reference data, including business profiles, location information, and parent company relationships for 16 million+ entities.
`FactSet_CalendarEvents`	Retrieve company events for a given time period or date range, up to 90 days.
`FactSet_MergersAcquisitions`	Get access to key transactions and pricing metrics where the target of the deal is a publicly traded company.
`FactSet_PrivateCompany`	Retrieve financial data, executive profiles, and funding insights of private companies.
`FactSet_PrivateEquityVC`	Retrieve FactSet Private Equity and Venture Capital data including funds, general partners, transactions, and portfolio companies.
`FactSet_DebtCapitalStructure`	Retrieve data going back to 2006 for company debt totals, individual debt instruments, seniority and rate-type breakdowns, and revolver/credit facility liquidity.
`FactSet_FundsETF`	Retrieve comprehensive mutual fund and ETF data including NAV pricing, returns, AUM, flows, holdings, fees, risk analytics, and portfolio composition.
`FactSet_FundsScreener`	Perform advanced financial screening on funds and ETF data across multiple content sets.
`FactSet_CompanyScreener`	Perform advanced financial screening on company data across multiple content sets.
`FactSet_UnstructuredContent`	Retrieve vectorized data from CallStreet Transcripts, StreetAccount News, EDGAR Filings (10K/10Q/8K), and MT Newswires from 2022-present.
`FactSet_Metrics`	Discover valid metric codes for Fundamentals and Estimates APIs before making data requests.
`FactSet_SupplyChain`	Identify both direct (disclosed by a reporting company) and reverse (disclosed by counter parties) relationships for a given company, as currently specified from various sources.
`FactSet_GeoRev`	Retrieve geographic revenue exposure data based on region or country breakdowns.
`FactSet_RBICS`	Retrieve entity classification, revenue breakdown, and tradename mapping data for over 50,000 publicly-traded companies based on their primary lines of business.
`FactSet_TermsConditions`	Retrieve terms and conditions data for fixed income Corporate, Government, and Agency securities globally, including coupon schedules, covenant details, agent information, and more.
`FactSet_Macroeconomics`	Retrieve economic calendar events and historical time series data for global economic indicators for over 90 countries.
`FactSet_QFL`	Retrieve 2000+ quantitative factors to detect investment themes across global equity markets.
`FactSet_BondPrices`	Retrieve historical and current pricing data for fixed income securities including corporate, treasury, agency, municipal, and government bonds across multiple markets.

Suggested access for each AI app

The documentation this list comes from doesn't mark FactSet's tools as read-only or destructive. Read each tool's description and decide per app before allowing it.

Coding agent in Claude Code or Cursor. Allow the read tools so the agent can look things up without stopping, and require approval for tools that change shared data.

Chat or research app in Claude Desktop. Allow reading and searching. Allow writes only where you want the app to act for you.

Unattended agent, such as a scheduled Codex job. No one is watching the session, so keep it narrow: allow what the job needs, require approval for changes and block the rest.

Blocked tools are removed from the tool list an app sees, so it won't try them. Because rules apply per app, the same FactSet connection can be broad in one app and read-only in another, and the credential stays in Toolstile instead of each app's config file.

How it works with Toolstile

Connect once. Add FactSet to a workspace (browser sign-in). Toolstile keeps the credential, so no agent config holds it.
Choose access per app. Give Claude Code every FactSet tool, give Cursor only the read tools, or keep FactSet away from an app entirely.
Share approved accounts. Teammates use the connection without copying tokens, and you can remove access in one place.
Review activity. See which app called which tool and when, so you can tighten access with evidence.

Add the FactSet MCP server to an AI app

Through Toolstile, every AI app uses one gateway entry, whichever servers you connect. In Claude Code:

Shell

claude mcp add --transport http toolstile 'https://mcp.toolstile.com/mcp'

Then connect FactSet in your workspace and choose which of its tools that app may use. Client setup covers Codex, Cursor and Claude Desktop.

To connect directly instead, add the FactSet endpoint to each app separately. In Claude Code:

Shell

claude mcp add --transport http factset 'https://mcp.factset.com/mcp'

In Cursor's mcp.json:

JSON

{
  "mcpServers": {
    "factset": {
      "url": "https://mcp.factset.com/mcp"
    }
  }
}

Some servers accept only clients they have approved, or need a token header. Check the FactSet MCP documentation for what your client needs.

Before you connect

A FactSet subscription that includes MCP access.

Server details

Detail	Value
Publisher	FactSet
Endpoint	`https://mcp.factset.com/mcp`
Authentication	Browser sign-in
Categories	Data & infrastructure, Marketing & research
Tool list	23 tools, observed 31 October 2026 (docs)

FactSet MCP documentation