FactSet
Financial dataIndependent review. IonBin has no partnership with FactSet and was not paid for this page. Our evaluation is our own, based on public documentation and our research. Product names are trademarks of their owners and are used for identification only. How disclosure works.
Institutional financial data (fundamentals, estimates, prices, ownership, M&A, transcripts) with an official MCP server for AI agents. Built for finance teams with a FactSet subscription.
IonBin provides general information and software comparisons, not tax, legal, accounting or financial advice. Tax and legal rules vary by situation and jurisdiction; consult a qualified professional (CPA, enrolled agent or attorney) before acting.
AI tools can make mistakes. Verify every figure against the original documents and official IRS or state guidance before filing or signing.
Redact Social Security numbers, account numbers and EINs before uploading documents to any AI assistant, and check its data-retention settings. Upload originals only to the filing or signing software.
- Finance, IR and corporate-development teams
- Grounding AI research in licensed financial data
- Small businesses without a FactSet subscription
Top use cases
- Pull company fundamentals and consensus estimates into an analysis source ↗
- Screen companies, funds and ETFs across content sets source ↗
- Search earnings-call transcripts, news and filings source ↗
- Map supply-chain relationships and geographic revenue exposure source ↗
In depth
Tiers
FactSet's MCP changelog says tool availability and packaging reflect your firm type and AI-Ready data tier, and tool descriptions adapt to that tier. Ask FactSet which tools your subscription includes. source ↗
How to use it with AI
How FactSet connects to each AI platform: native connector or MCP, API through code the agent writes, browser control, or file upload.
| Platform | MCP / connector | API (agent-written code) | Browser | Upload / export |
|---|---|---|---|---|
| Claude (incl. Claude Code) | Confirmed Claude and Claude Code listed as MCP clients FactSet docs ↗Claude (incl. Claude Code) MCP docs ↗ | Confirmed Claude (incl. Claude Code) can run code; FactSet publishes an API. FactSet API ↗Claude (incl. Claude Code) docs ↗ | Confirmed Claude Code with the Claude in Chrome extension (Chrome, Edge and other Chromium browsers) Claude (incl. Claude Code) browser docs ↗ | Confirmed Export from FactSet, then works on the files in your project; chat accepts attachments Claude (incl. Claude Code) docs ↗ |
| OpenAI Codex | Confirmed Codex CLI listed as an MCP client FactSet docs ↗OpenAI Codex MCP docs ↗ | Confirmed OpenAI Codex can run code; FactSet publishes an API. FactSet API ↗OpenAI Codex docs ↗ | Confirmed Only in the ChatGPT desktop app; not in the Codex CLI or IDE extension OpenAI Codex browser docs ↗ | Confirmed Export from FactSet, then works on local repositories OpenAI Codex docs ↗ |
| Google Antigravity | Confirmed Google Antigravity listed as an MCP client FactSet docs ↗Google Antigravity MCP docs ↗ | Confirmed Google Antigravity can run code; FactSet publishes an API. FactSet API ↗Google Antigravity docs ↗ | Confirmed Browser subagent via /browser, documented as an Antigravity App feature; the IDE has separate browser docs Google Antigravity browser docs ↗ | Confirmed Export from FactSet, then works on local projects and worktrees Google Antigravity docs ↗ |
FactSet's docs also name: ChatGPT, Gemini.
Confirmed means both the tool's and the platform's official docs describe that route (links in the cell); IonBin has not tested every pairing. Not documented means it may work, but no official docs describe that route end to end. Checked Oct 17, 2026.
Agent compatibility
| Level | Status | Detail / source |
|---|---|---|
| Native connector / MCP | Yes | Official docs ↗ |
| API / CLI | Yes | Official docs ↗ |
| Browser-only | No | Web app; also reachable programmatically |
| Bulk upload / import | No | — |
Recorded Oct 17, 2026. Setup and plan limits vary; check the vendor's docs. How levels are assigned.
Works well with
Business data & reporting Swap-in
Research & market intelligence Swap-in
Via its official MCP server, from MCP-capable platforms such as ChatGPT, Claude, Gemini (Google), Google Antigravity, OpenAI Codex.
Via its API, through automation hubs: Gumloop, Make, n8n, Zapier.
Explained in the wiki
Review
No long-form review yet. Verdict is based on research, not hands-on testing.