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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
- Open Claude Settings → Connectors
- Find FactSet in the directory
- Provide your FactSet credentials or authorize via OAuth
- 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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