FactSet
Generally AvailableWith OAuth2 authorization, an agent can query market data, fundamentals, estimates, and analytics across companies and securities.
- Financial Data
- Market Analytics
- Institutional
- Authentication
- OAuth 2.0
- Hosting
- Vendor-hosted endpoint
- Required scopes
- 3
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
Permissions requested
The OAuth 2.0 scopes FactSet asks you to approve when you connect.
| Scope | Access |
|---|---|
| openid | Not rated |
| mcp | Not rated |
| Not rated |
Before you connect
- FactSet requires a subscription / entitlement — connecting needs valid FactSet credentials.
- User mode authorizes via OAuth; Dynamic Client Registration (DCR) auto-registers Ferentin as a client, so no client ID/secret is entered manually (credential inheritance: ALLOW_INHERIT).
- Agent mode uses tenant-bound OAuth client credentials.
- Listed in Anthropic's financial-services MCP directory: https://github.com/anthropics/financial-services
1 more technical note
- OAuth scopes: openid, mcp, email.
About FactSet
FactSet is a financial data and analytics platform serving investment professionals with market data, company fundamentals, estimates, and research tools.
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 is FactSet access secured?
- 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.
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