Claude FactSet AI-Ready Data connectorWhat Claude can do in your FactSet AI-Ready Data account.
The Claude FactSet AI-Ready Data connector exposes 24 tools: 24 read and 0 write. Fundamentals, prices, consensus, ownership, M&A, debt, macro: Claude queries the FactSet data on your account. You need FactSet access, and your subscription sets which tools show up.
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What the Claude FactSet AI-Ready Data connector changes
FactSet data usually lives behind the terminal and the people who know its screens. With the connector, you ask Claude in plain English: it picks the right dataset, runs the query on your account and comes back with a written answer, plus the figures behind it.
Prep a client meeting fast. Claude pulls a company's profile with FactSet_EntityReference, its financials via FactSet_Fundamentals and the street view from FactSet_EstimatesConsensus.
Make sense of an earnings release. To hear what management said about margins, Claude searches call transcripts with FactSet_UnstructuredContent, then checks the talk against the numbers.
Build a target list. Claude screens the listed universe with FactSet_CompanyScreener, then looks at who holds each name through FactSet_Ownership.
What it will not do: change anything in your FactSet account. The 24 tools on the sheet retrieve or screen data. Which tools you get also depends on your data tier and your firm type. Nothing runs in the background either: Claude queries FactSet while it answers you. Other platforms covered on the site sit on the Integrations hub. It does not trade either: no source describes any order or portfolio action.
Five words before you connect
The Claude vocabulary around this connector, in a minute.
- Connector
- The link you set up once between Claude and a service you already use, so Claude can work with it while it answers you.
- Tool
- One named capability the connector opens to Claude. Claude picks which ones to call on its own, and the directory sheet lists them.
- Authorization
- FactSet's own sign-in screen, where you hand Claude the access it will use afterwards. Granted once per person, and revocable.
- Approval
- The confirmation Claude waits for before an action that changes an account, shown right in the conversation when it matters.
- MCP
- The shared standard connectors are built on. It is what lets an assistant like Claude talk to an outside service such as FactSet.
Connect FactSet AI-Ready Data to Claude in three steps
- 01
Find it in your connectors
Open Claude's settings, go to Customize, then Connectors, and look for FactSet AI-Ready Data. On a Team or Enterprise workspace, an Owner or Primary Owner has to enable it before members can sign in individually.
- 02
Start the connection
Click Connect on its row and sign in through the window FactSet opens itself. If the link ever breaks, use Disconnect and connect again: that is the documented fix.
- 03
Read the authorization screen
Go through FactSet's authorization screen before you approve it. The service decides what the access covers, not Claude. You can also revoke that access later from your FactSet account.
The 24 tools, all read-only
FactSet AI-Ready Data gives Claude 24 tools: 24 that read your account, 0 that change something in it.
Twenty-four tools, each summarized by FactSet on its developer portal. Names stay exactly as Claude shows them, prefix included.
- 24 read
What Claude looks up (24)
24 toolsTwenty-four ways into FactSet data that retrieve or screen without changing anything.
FactSet_CalendarEvents
Returns company events for a period or date range, up to 90 days per request.
FactSet_EntityReference
Gives the reference record for an entity: business profile, location and parent company links. FactSet cites coverage of more than 16 million entities. It is a natural first stop before any deeper research on a name.
FactSet_EstimatesConsensus
Returns analyst consensus, earnings surprises, ratings, segment projections and the guidance a company has issued itself.
FactSet_Fundamentals
Provides a listed company's fundamentals, current and historical, fundamentals and financials alike, with an audit trail back to the source.
FactSet_FundsETF
Covers mutual funds and ETFs: NAV, returns, assets under management, flows, holdings, fees, risk analytics and portfolio composition.
FactSet_FundsScreener
Screens the fund and ETF universe across several families of criteria at once, to cut a long list down to a few candidates.
FactSet_GeoRev
Breaks a company's revenue down by region or country, to measure its real geographic exposure.
FactSet_GlobalPrices
Returns prices, total returns, trading volume, corporate actions, latest dividends and shares outstanding for listed companies, with history going back to 2006.
FactSet_MergersAcquisitions
Opens up key deals and their pricing multiples, where the target of the transaction is a publicly traded company.
FactSet_Metrics
Helps Claude find valid metric codes for the fundamentals and estimates data before running the real query. It is a lookup step, nothing more.
FactSet_Ownership
Shows fund holdings, institutional ownership, insider trading activity and shifts in shareholder positions.
FactSet_People
Profiles executives: biographies, leadership teams, compensation, career history and board composition.
FactSet_PrivateEquityVC
Covers private equity and venture capital: funds, general partners, transactions and portfolio companies, from FactSet's data.
FactSet_RBICS
Classifies companies by their main lines of business, with revenue breakdowns and tradename mapping. History starts in 2003 for the US and 2011 elsewhere.
FactSet_SupplyChain
Identifies a company's customer and supplier relationships, whether disclosed by the company itself or by its counterparties.
FactSet_UnstructuredContent
Searches CallStreet transcripts, StreetAccount and MT Newswire news and EDGAR filings from 2022 on, in a form Claude can work with directly.
FactSet_CompanyScreener
Screens companies across several families of criteria at once, to go from a broad universe to a short list of targets.
FactSet_TermsConditions
Returns the terms of corporate, government and agency bonds: coupon schedules, covenants, agents and other contractual details.
FactSet_PrivateCompany
Returns financial data, executive profiles and funding history for privately held companies.
FactSet_DebtCapitalStructure
Details a company's debt: totals, individual instruments, seniority, rate type and credit facility liquidity, with history back to 2006.
FactSet_Banks
Covers the banking sector: regulatory financials, performance metrics, branch networks and specialized reporting for US, Canadian and Australian institutions.
FactSet_Macroeconomics
Provides the economic release calendar and historical series of indicators for over 90 countries.
FactSet_QFL
Opens a library of more than 2000 quantitative factors to detect investment themes across global equity markets.
FactSet_PowerUtilities
Covers power: plants, ownership, generation, market data and electricity prices across the major organized markets.
What Claude asks before it acts
By default, Claude stops and asks for your go-ahead before each action it takes on an account for you.
With FactSet, all 24 tools retrieve or screen data, and no source describes anything that changes your account. On Team and Enterprise, owners decide whether members can let certain actions through without being asked again, and they can restrict a connector for the whole organization, for example keep reading and block writing. On FactSet's side, your subscription and firm type decide which tools and data are available.
Which plans include it
No official source publishes plan availability connector by connector, and none of the 819 directory sheets shows it. It is a real gap in the catalog.
What is published is the general rule: remote connectors are open to all users on Claude, Cowork, Claude Desktop and mobile. On Team and Enterprise, an Owner or Primary Owner turns the connector on for the organization before members connect. For this one's current status, check its sheet in the official directory. Worth knowing: only FactSet documents this connector, and no Claude help article covers it.
Where this connector stops
A connector is not an automation. Claude calls these tools while it answers you, and no alert fires when a consensus number shifts.
By default, the sheet only exposes reading; that is an observed floor, not a guarantee. The directory badge is not a security audit, and Anthropic notes on every sheet that it does not choose a publisher's tools or vouch for how they behave. FactSet cites coverage across 116 countries, but what you see depends on your contract. According to FactSet's changelog, tool descriptions also adapt to your AI-Ready data tier.
Need help connecting FactSet AI-Ready Data to Claude?
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