One MCP server across nine datasets
Nine datasets at launch: fundamentals, estimates, entity reference data, ownership, M&A, prices, people, events and supply chain, and others. The assistant calls them like tools.
AI tools · Spreadsheets and data
FactSet pricing, use cases, and first steps
FactSet is a financial data provider: fundamentals, estimates, ownership, M&A, prices, supply chains. Its MCP (Model Context Protocol) server gives your AI tools authorized access to this data. Instead of copying figures into a conversation, the assistant reads them at the source, with the rights of your license, and returns an answer you can cross-check.
FactSet has a free plan. The recommended plan to start with: FactSet license with MCP, by quote. Prices checked on October 20, 2026 on the vendor’s official page.
FactSetFactSet data, served to Claude, ChatGPT and Gemini- Vendor
- FactSet (United States)
- Free plan
- Yes
- Recommended plan
- FactSet license with MCP, by quote
- In the European Union
- Partly available
- Page checked on
- October 20, 2026
What FactSet does
Who it’s for: asset management, research and M&A teams who already have a FactSet license and want to use it from an assistant or from code.
Unstructured documents, made readable by AI
FactSet’s vector data API prepares unstructured financial documents: chunking, vector embedding and indexing. It plugs directly into the MCP server and links the figures to the qualitative context.
Built-in permissions and traceability
According to FactSet, the data remains permissioned, auditable and compliant. Permission controls on the user and on the content apply to every answer.
Also
- The same data in code
- Excel and Word through Microsoft Copilot
- Gemini Enterprise and ChatGPT
FactSet pricing
The page publishes no prices.
| Plan | Price | Who it’s for |
|---|---|---|
| FactSet license with MCP Recommended to start | By quote | Asset managers, banks, M&A teams |
What the free plan includes
The page offers a free trial, without saying what it includes or how long it lasts.
Nova’s advice
If your company already has FactSet, first ask whether MCP is included. A test on a stock you know is enough to judge. Without a license, this connector is of no use.
A first try, in 10 minutes
Your data. FactSet states that access remains permissioned, auditable and subject to each user’s rights. What your AI tool does with the questions depends on its provider.
What it does less well
- A FactSet license is essential. The connector gives no free access to the data.
- The technical detail pages of the developer portal and the product blog did not open for us: usage limits, delays and tool details are not verified.
Check that the assistant really reads FactSetFactSet- Open your assistant with the FactSet connector turned on.
- Choose a listed company you know well.
- Paste the prompt below, replacing the company name.
- Compare each figure with FactSet Workstation or with the annual report.
- If a figure differs, ask the assistant which FactSet function it used and which period it took.
The prompt to copy
Give the revenue of the last four quarters of [company], and the analyst consensus for the next one. For each figure, give the source in FactSet and the date of the data.
Alternatives to FactSet
S&P Capital IQ Pro
The other big financial database, with its own server and analyzed documents.
Daloopa
For figures extracted from documents and each linked to its source.
Claude
The assistant into which this kind of connector is most often plugged.
Frequently asked questions about FactSet
How much does FactSet cost?
FactSet license with MCP: by quote. Prices checked on October 20, 2026 on the vendor’s official page.
Can you use FactSet for free?
Yes. The page offers a free trial, without saying what it includes or how long it lasts.
What happens to my data with FactSet?
FactSet states that access remains permissioned, auditable and subject to each user’s rights. What your AI tool does with the questions depends on its provider.
What are the alternatives to FactSet?
S&P Capital IQ Pro: The other big financial database, with its own server and analyzed documents. Daloopa: For figures extracted from documents and each linked to its source. Claude: The assistant into which this kind of connector is most often plugged.
Official pages consulted
Page checked on October 20, 2026. Brands are named to identify the tools. No affiliation.