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[PAID — vendor subscription required] FactSet -- multi-asset financial data, analytics, and portfolio tools via FactSet MCP
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Based on SOC occupation classification
CFA Chief Analyst skill: institutional-grade coordinator for financial analysis. Decomposes prompts, delegates to 8 CFA specialist agents (equity, credit, fixed-income, derivatives, quant-risk, macro, private-markets, esg-regulatory) via delegate_to_<id> virtual tools, and aggregates their outputs into audit-traceable memos.
CFA Credit Analyst skill: institutional credit analysis covering credit metrics, synthetic ratings, debt capacity sizing, covenant compliance, Altman Z-score distress screening, credit scoring, credit derivatives (CDS, CVA), and credit portfolio analytics.
CFA Derivatives Analyst skill: option pricing, implied volatility, forwards/futures, swaps, option strategies, volatility surface construction, SABR calibration, convertible bonds, structured products, real options, and Monte Carlo simulation.
CFA Equity Analyst skill: institutional equity research covering DCF valuation, WACC, trading comps, SOTP, target price, multistage DDM, H-Model DDM, payout sustainability, TSR, earnings quality (Beneish, Piotroski, accrual/revenue quality), three-statement modelling, Monte Carlo DCF, and financial forensics.
CFA ESG and Regulatory Analyst skill: ESG scoring, carbon markets, regulatory capital (Basel III), compliance reporting (MiFID II, GIPS), AML/KYC, FATCA/CRS, economic substance, fund structuring, transfer pricing, tax treaty optimisation, and regulatory reporting (AIFMD, Form PF).
CFA Fixed Income Analyst skill: bond pricing, yield curve construction, duration/convexity, credit spreads, interest rate models, TIPS, repo financing, mortgage analytics, municipal bonds, and sovereign debt analysis.
| name | vendor-factset |
| description | [PAID — vendor subscription required] FactSet -- multi-asset financial data, analytics, and portfolio tools via FactSet MCP |
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.
Package: @corp-finance/vendor-factset
Authentication: Basic auth (username + API key)
Environment Variables:
FACTSET_USERNAME -- FactSet account usernameFACTSET_API_KEY -- FactSet API key| 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 |
factset_fundamentals and factset_estimatesfactset_ownership and factset_institutionalfactset_portfolio_analytics, factset_risk_model, and factset_factor_exposurefactset_supply_chain and factset_geo_revenuefactset_bond_pricing and factset_pricesfactset_batch_requestFactSet 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.