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Connect FactSet to Cowork

Access financial data, market research, and investment analytics from Cowork.

What Cowork can do with FactSet

  • Query financial data and market fundamentals
  • Access company profiles and filings
  • View real-time and historical market data
  • Generate financial models and reports

How to connect

  1. Open Claude Settings → Connectors
  2. Find FactSet in the directory
  3. Provide your FactSet credentials or authorize via OAuth
  4. Start using FactSet commands in any Cowork conversation

Default permissions

  • Read access to data within your FactSet subscription
  • No write access to FactSet configurations
  • Usage subject to your FactSet license terms