vendor-factset

# FactSet (Vendor Integration) FactSet provides multi-asset financial data, analytics, and portfolio tools. This is an OPTIONAL premium integration -- users must have their own FactSet subscription and API credentials. ## MCP Server **Package**: `@corp-finance/vendor-factset` **Authentication**: Basic auth (username + API key) **Environment Variables**: - `FACTSET_USERNAME` -- FactSet account username - `FACTSET_API_KEY` -- FactSet API key ## Tool Catalogue (16 tools) | Tool | Purpose | |------|---------| | `factset_fundamentals` | Standardised financial statements, ratios, and key metrics across 70,000+ companies | | `factset_estimates` | Broker estimates, consensus forecasts, estimate revisions, and earnings surprise history | | `factset_company_search` | Search for companies by name, ticker, ISIN, CUSIP, or SEDOL | | `factset_prices` | Global equity, fixed income, and FX pricing -- end-of-day and intraday | | `factset_bond_pricing` | Bond pricing, yield analytics, spread decomposition, and duration/convexity | | `factset_ownership` | Institutional ownership, 13F holdings, and ownership concentration | | `factset_institutional` | Institutional investor profiles, AUM, allocation, and investment style | | `factset_portfolio_analytics` | Attribution analysis, risk decomposition, and compliance monitoring | | `factset_risk_model` | Multi-factor risk model exposures, covariance matrices, and risk forecasts | | `factset_factor_exposure` | Factor library exposures: value, momentum, quality, size, volatility | | `factset_supply_chain` | Company supply chain relationships, revenue exposure, and supplier/customer links | | `factset_geo_revenue` | Geographic revenue breakdown by country and region | | `factset_events` | Corporate events calendar: earnings dates, ex-dividend dates, conferences | | `factset_people` | Executive and board member profiles, compensation, and biographical data | | `factset_ma_deals` | M&A transaction data: deal terms, multiples, advisors, and structure | | `factset_batch_request` | Batch multiple FactSet API requests into a single call for efficiency | ## Key Capabilities - **Company Fundamentals**: Standardised financial statements, ratios, estimates, and actuals via `factset_fundamentals` and `factset_estimates` - **Ownership & Institutional**: Institutional ownership, 13F holdings, activist positions, investor profiles via `factset_ownership` and `factset_institutional` - **Portfolio Analytics**: Attribution analysis, risk decomposition, factor exposure, compliance monitoring via `factset_portfolio_analytics`, `factset_risk_model`, and `factset_factor_exposure` - **Supply Chain & Revenue**: Company supply chain mapping and geographic revenue breakdowns via `factset_supply_chain` and `factset_geo_revenue` - **Fixed Income**: Bond pricing, spread analytics, yield curve data via `factset_bond_pricing` and `factset_prices` - **Batch Operations**: Combine multiple requests into a single call for high-throughput workflows via `factset_batch_request` ## Data Note FactSet subscription required. Data subject to FactSet licence terms, including redistribution and usage restrictions. FactSet excels at consensus estimates, institutional ownership, and multi-asset portfolio analytics.