FactSet
GAAccess institutional-grade market data, company fundamentals, and analytics so your agent can answer research questions with trusted financial data.
How it works
Every agent request passes through Ferentin policy before it reaches FactSet.- AI agentAsks for something
- Ferentin policies
- OAuth 2.0 consent
- Granular scope selection
- Audit logging
- FactSet MCP serverAuthorized connection
- Governed resultMasked, logged, returned
What you can do with FactSet
- Search securities
- Get fundamentals
- Get estimates
- Get market data
- Query analytics
- Get company profile
Overview
FactSet is a financial data and analytics platform serving investment professionals with market data, company fundamentals, estimates, and research tools.
Ferentin integration
With OAuth2 authorization, an agent can query market data, fundamentals, estimates, and analytics across companies and securities.
Frequently asked about FactSet
- What can AI agents do with FactSet through Ferentin?
- Through Ferentin, agents can use FactSet for search securities, get fundamentals, get estimates, get market data, query analytics and get company profile. Every call is checked against your Ferentin policies first.
- How does Ferentin secure FactSet access?
- Requests through the FactSet integration are covered by OAuth 2.0 consent, granular scope selection and audit logging. These controls are applied by Ferentin, not by FactSet, so they hold across every connected agent.
- What permissions does the FactSet integration require?
- The FactSet integration requests 3 OAuth 2.0 scopes: openid; mcp; email
- How do I connect FactSet to Ferentin?
- Open the Ferentin admin console, add FactSet as a new connection and authenticate with OAuth 2.0. You then choose which permissions and which tools your agents may use, and the connection goes live for everyone covered by your policies.
- Is the FactSet integration generally available?
- Yes. The FactSet integration is generally available on Ferentin, including the free tier.
Related integrations
4
S&P Global
Tap market intelligence, credit ratings, and commodity and financial data to power research, risk, and market analysis.
Moody's
Access credit ratings, risk scores, and financial research to assess counterparty, issuer, and portfolio credit risk.
Morningstar
Retrieve independent investment research, fund and equity data, and star ratings to inform portfolio and security analysis.
LSEG
Reach LSEG (Refinitiv) market data and financial infrastructure so your agent can retrieve pricing, reference, and market information.