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Market data

Connect FactSet market dataEnterprise

Set up FactSet data for Enterprise asset views and direct research tools.

This is the FactSet card under Settings → Integrations → OAuth Connections. It supplies FactSet-backed asset sections, direct research tools, and FactSet-backed workflow triggers. It is separate from FactSet MCP; connecting one does not connect the other.

Check or connect

  1. Open Settings → Integrations → OAuth Connections → FactSet.
  2. If the card says Managed by Kimpton, your account team supplies the connection. If it says Connect, authorize your FactSet account. If it says Reconnect, sign in again.
  3. Open an asset and check a FactSet-backed section such as Financials or Estimates. Confirm its source and date.

This requires Enterprise. The data available through your own authorization depends on your FactSet entitlements. A missing dataset may be an entitlement limit, even when the connection is healthy. If the card is managed by Kimpton, contact your account team about missing coverage.

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