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

> Ready-made FactSet AI-Ready Data playbooks for AI agents: company profile and peer set, review FactSet consensus estimates against reported results, screen funds and ETFs, then check what they hold. Free SKILL.md files for Claude Code, Cursor and Codex, or one click in RevampKey.

## Skills

- [Use FactSet AI-Ready Data with AI](https://revampkey.com/marketplace/factset/skills/essentials.md): 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.
- [Company profile and peer set](https://revampkey.com/marketplace/factset/skills/company-profile-and-peers.md): 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.
- [Review FactSet consensus estimates against reported results](https://revampkey.com/marketplace/factset/skills/estimates-vs-actuals-review.md): 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.
- [Screen funds and ETFs, then check what they hold](https://revampkey.com/marketplace/factset/skills/fund-holdings-screen.md): 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.

## Install

- RevampKey: connect FactSet AI-Ready Data at https://revampkey.com/marketplace/factset; the skills come with it.
- Any Agent Skills tool, into the current project:

```bash
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
```

### 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.

MCP setup guide: https://revampkey.com/marketplace/factset.md