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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

Frequently asked questions

What you need to know about connecting FactSet to Claude Cowork.

What can Claude Cowork do with FactSet?
Once connected, Claude can access financial data, market research, and investment analytics from Cowork, then turn the results into summaries, reports, and finished work.
Is the FactSet connector free in Claude Cowork?
The connector is included with Cowork, which comes with Claude's paid plans (Pro, Max, Team, and Enterprise). You connect your own FactSet account, and standard FactSet pricing still applies.
What permissions does Claude need for FactSet?
You authorize access through FactSet's standard connection flow and choose what Claude can read and write. You can revoke access at any time from your FactSet settings.
How do I connect FactSet to Claude Cowork?
Open Claude Settings, go to Connectors, find FactSet, authorize the connection, and start using FactSet in any Cowork conversation.

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