FactSet AI-Ready Data agent skills for Claude Code, Cursor and RevampKey

4 ready-made playbooks that teach an AI agent how to do real FactSet AI-Ready Data work: which tools to call, what to check first, and when to stop and ask you.

Download RevampKey, free I have it: connect FactSet AI-Ready Data

Connect FactSet AI-Ready Data once and all 4 skills install themselves and stay up to date. Mac, Windows and Linux.

All 4 FactSet AI-Ready Data skills

Each skill is one job. You ask in plain words and the agent loads the skill that matches, then follows its steps.

Start hereAsks before writing23 FactSet AI-Ready Data tools

Use FactSet AI-Ready Data with AI

Guides the agent to confirm the entity, entitlements and as-of date before pulling FactSet data, choose the right dataset among 23 overlapping tools, and keep every call read-only. It asks before any action that changes something.

Use it when

You want a company's reported or consensus figures from FactSet and need the right entity first.
A FactSet call returned nothing, was truncated or was blocked, and you want to know why.
You are starting a FactSet research session and want the scope set up correctly.

Tools it uses

FactSet_TermsConditions
FactSet_EntityReference
FactSet_Fundamentals
FactSet_Metrics
FactSet_EstimatesConsensus
FactSet_CalendarEvents
FactSet_GlobalPrices
FactSet_BondPrices
FactSet_DebtCapitalStructure
FactSet_Ownership
FactSet_People
FactSet_GeoRev
FactSet_RBICS
FactSet_SupplyChain
FactSet_FundsETF
FactSet_FundsScreener
FactSet_CompanyScreener
FactSet_MergersAcquisitions
FactSet_PrivateCompany
FactSet_PrivateEquityVC
FactSet_Macroeconomics
FactSet_QFL
FactSet_UnstructuredContent

Example

Pull the consensus revenue estimates and last reported revenue for the company I mean by Vestra Industrial, with the as-of date.

I matched 'Vestra Industrial' to one listed entity, with a Frankfurt listing and EUR reporting, and confirmed it before pulling anything. Consensus revenue for the next two fiscal years and the last four reported quarters are in the table, with the as-of date and the period basis shown. The consensus pull returned 9 of 12 brokers' estimates for the second year, so that figure is marked as thinner coverage.

Use in RevampKeyRead the full skill →

Asks before writing9 FactSet AI-Ready Data tools

Company profile and peer set

Builds a sourced due-diligence snapshot of one company, from confirmed entity through financials, ownership, leadership and a defined peer set. It reads FactSet data only and asks before changing anything in your account.

Use it when

You need a one-page due-diligence summary of a company before a meeting or investment committee.
You want to know who owns and runs a company and how concentrated its ownership is.
You need a peer comparison built on a stated rule rather than a list of names.

Tools it uses

FactSet_EntityReference
FactSet_Fundamentals
FactSet_Metrics
FactSet_GlobalPrices
FactSet_Ownership
FactSet_People
FactSet_RBICS
FactSet_SupplyChain
FactSet_GeoRev

Example

Give me a due-diligence profile of Acme Industrial Holdings and how it compares with its closest listed peers.

Acme Industrial Holdings (ACME, NYSE, US): confirmed as the parent listing, not the subsidiary. Latest annual revenue of 4.2bn USD with an operating margin of 14 percent, up from 12 percent the prior year. The largest holder is a single asset manager at 9 percent, filed 60 days ago. Peer set of six companies, chosen by the same industrial activity classification and a similar market value band; two peers report on a different fiscal year-end, so their periods are flagged.

Use in RevampKeyRead the full skill →

Asks before writing4 FactSet AI-Ready Data tools

Review FactSet consensus estimates against reported results

Compares consensus estimates with reported fundamentals and recent events to judge whether a company beat, missed or drifted, and flags thin or stale coverage. It asks before changing any setting.

Use it when

A company just reported and you want to know if it beat consensus
You need to see whether estimates were rising or falling into a print
You want to check whether a beat rests on thin or outdated expectations

Tools it uses

FactSet_EntityReference
FactSet_EstimatesConsensus
FactSet_Fundamentals
FactSet_CalendarEvents

Example

Did Microsoft beat consensus EPS for the last quarter, and were estimates moving into the report?

Microsoft reported EPS of $2.94 against a consensus mean of $2.78, a surprise of about +5.8%, a beat. Consensus was revised up over the four weeks before the report, so expectations rose into the print. The consensus rests on 38 contributing estimates with a recent update, so coverage is solid. Revenue and the GAAP-basis figure were not compared because the bases did not match.

Use in RevampKeyRead the full skill →

Asks before writing8 FactSet AI-Ready Data tools

Screen funds and ETFs, then check what they hold

Runs a fund, ETF or company screen against your written criteria, then checks holdings and ownership for the shortlist. Keeps rule failures apart from missing data, and asks before changing any entitlement or account setting.

Use it when

You need funds or ETFs that match a sector, size or region profile
You want to know what a shortlisted fund actually holds
You are checking who the major holders are behind a screened company

Tools it uses

FactSet_TermsConditions
FactSet_FundsScreener
FactSet_CompanyScreener
FactSet_FundsETF
FactSet_EntityReference
FactSet_Ownership
FactSet_RBICS
FactSet_GlobalPrices

Example

Find European dividend ETFs with net assets above 500 million and check what their top holdings are.

The screen returned 38 ETFs, with 3 blank on the dividend yield field, which I have kept as unverified rather than failed. I checked holdings for the top 10 by assets. Seven hold mostly dividend payers as their mandate states; two hold a large share of non-dividend growth names and fail the mandate check. Holdings are dated within the last month for all ten.

Use in RevampKeyRead the full skill →

Get all 4 without copying a file

RevampKey adds the skills when you connect FactSet AI-Ready Data, updates them for you and removes them when you disconnect.

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How FactSet AI-Ready Data skills work

Connect FactSet AI-Ready Data
The FactSet AI-Ready Data MCP server gives the agent its tools.
Ask in plain words
“Give me a due-diligence profile of Acme Industrial Holdings and how it compares with its closest listed peers.” Each SKILL.md says when it applies, so only the one that fits is loaded.
Approve any change
The agent calls the tools in order, checks its work, and shows you any change before it makes it.

How to install FactSet AI-Ready Data skills

In RevampKey the skills install themselves when you connect FactSet AI-Ready Data. In other tools each skill is one folder with a SKILL.md file, and you also need the FactSet AI-Ready Data MCP server connected there.

About 1 minute · nothing to copy

Download RevampKey for Mac, Windows or Linux and sign in.
Open Connectors and connect FactSet AI-Ready Data. All 4 skills come with it and stay up to date; they go away when you remove the connector.
Ask in plain language, for example “Give me a due-diligence profile of Acme Industrial Holdings and how it compares with its closest listed peers.”
Download RevampKeyConnect FactSet AI-Ready Data · 1 click
Get RevampKey to connect FactSet AI-Ready Data
RevampKey is a free desktop app for Mac, Windows and Linux. Install it, sign in, and FactSet AI-Ready Data is one click away with its skills already attached.
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Not now? Use the skills in your current tool
for s in essentials company-profile-and-peers estimates-vs-actuals-review fund-holdings-screen; do curl -fsSL --create-dirs -o .claude/skills/factset-$s/SKILL.md https://revampkey.com/marketplace/factset/skills/$s/SKILL.md done
Other tools

Into this project’s .claude/skills folder

Connect the FactSet AI-Ready Data MCP server in Claude Code.

Run this in your project folder to add all 4 skills:

for s in essentials company-profile-and-peers estimates-vs-actuals-review fund-holdings-screen; do
  curl -fsSL --create-dirs -o .claude/skills/factset-$s/SKILL.md https://revampkey.com/marketplace/factset/skills/$s/SKILL.md
done

Ask in plain language, for example “Give me a due-diligence profile of Acme Industrial Holdings and how it compares with its closest listed peers.”

Into the shared .agents/skills folder

Connect the FactSet AI-Ready Data MCP server in Cursor.

Run this in your project folder to add all 4 skills:

for s in essentials company-profile-and-peers estimates-vs-actuals-review fund-holdings-screen; do
  curl -fsSL --create-dirs -o .agents/skills/factset-$s/SKILL.md https://revampkey.com/marketplace/factset/skills/$s/SKILL.md
done

Ask in plain language, for example “Give me a due-diligence profile of Acme Industrial Holdings and how it compares with its closest listed peers.”

Into the shared .agents/skills folder

Connect the FactSet AI-Ready Data MCP server in Codex.

Run this in your project folder to add all 4 skills:

for s in essentials company-profile-and-peers estimates-vs-actuals-review fund-holdings-screen; do
  curl -fsSL --create-dirs -o .agents/skills/factset-$s/SKILL.md https://revampkey.com/marketplace/factset/skills/$s/SKILL.md
done

Ask in plain language, for example “Give me a due-diligence profile of Acme Industrial Holdings and how it compares with its closest listed peers.”

Into the shared .agents/skills folder

Connect the FactSet AI-Ready Data MCP server in VS Code.

Run this in your project folder to add all 4 skills:

for s in essentials company-profile-and-peers estimates-vs-actuals-review fund-holdings-screen; do
  curl -fsSL --create-dirs -o .agents/skills/factset-$s/SKILL.md https://revampkey.com/marketplace/factset/skills/$s/SKILL.md
done

Ask in plain language, for example “Give me a due-diligence profile of Acme Industrial Holdings and how it compares with its closest listed peers.”

RevampKey or copy the files?

In RevampKey

One click when you connect FactSet AI-Ready Data
Updated for you when a skill improves
Removed when you disconnect
The MCP server is set up for you
800+ other connectors, same way

Download free

Copy into your project

One command per project
Run it again to get updates
You connect the FactSet AI-Ready Data MCP server yourself
Works in Claude Code, Cursor, Codex and VS Code

See the command

FactSet AI-Ready Data skills FAQ

What is a FactSet AI-Ready Data agent skill?

A SKILL.md file: a short playbook an AI agent loads when your request matches it. Each FactSet AI-Ready Data skill describes one job, which FactSet AI-Ready Data tools to use in which order, what to check first and when to stop and ask you.

Do the FactSet AI-Ready Data skills change anything on their own?

The others tell the agent to show you the change and wait for a yes before it creates, edits or deletes anything in FactSet AI-Ready Data.

Which tools can use these skills?

Any agent that reads the open Agent Skills format: Claude Code, Cursor, Codex, VS Code with Copilot and RevampKey. In RevampKey they are attached when you connect FactSet AI-Ready Data; elsewhere you copy the folders into your project or skills directory.

Do I need the FactSet AI-Ready Data MCP server too?

Yes. The skills tell the agent how to do the work; the FactSet AI-Ready Data MCP server gives it the tools to do it. The FactSet AI-Ready Data MCP setup guide covers every client.

FactSet AI-Ready Data MCP server setup · This page as Markdown

Put FactSet AI-Ready Data’s best workflows in your agent

Download RevampKey, connect FactSet AI-Ready Data and ask your first question in about a minute.

Download RevampKey Connect FactSet AI-Ready Data · 1 click

All 4 FactSet AI-Ready Data skills

Use FactSet AI-Ready Data with AI

Use it when

Tools it uses

Company profile and peer set

Use it when

Tools it uses

Review FactSet consensus estimates against reported results

Use it when

Tools it uses

Screen funds and ETFs, then check what they hold

Use it when

Tools it uses

Get all 4 without copying a file

How FactSet AI-Ready Data skills work

How to install FactSet AI-Ready Data skills

RevampKey or copy the files?

In RevampKey

Copy into your project

FactSet AI-Ready Data skills FAQ

Put FactSet AI-Ready Data’s best workflows in your agent

Skills for related tools