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vendor-factset

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Access FactSet data and analytics via MCP.

Finance & Accounting#analytics#integration#data#mcp#portfolio#multi-asset#factset
Authorfall-development-rob
Version1.0.0
Installs0

System Documentation

What problem does it solve?

FactSet data and analytics are often distributed across multiple platforms and tools. This Skill provides a unified MCP integration to access premium data, analytics, and portfolio tools from FactSet, reducing integration friction for financial workflows.

Core Features & Use Cases

  • Access fundamental data, estimates, pricing, and institutional information via a single MCP-enabled interface.
  • Build and enrich portfolio analytics, risk models, and pricing workflows with FactSet capabilities.
  • Use Case: Analysts can fetch company fundamentals and market data for a set of tickers to drive multi-asset valuation and scenario analysis.

Quick Start

Query FactSet data via the MCP server to fetch fundamentals and prices for a set of tickers.

Dependency Matrix

Required Modules

None required

Components

Standard package

💻 Claude Code Installation

Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.

Please help me install this Skill:
Name: vendor-factset
Download link: https://github.com/fall-development-rob/corp_finance/archive/main.zip#vendor-factset

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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