Factset · Agentic Access

Factset Agentic Access

x-agentic-access generated

Factset exposes 1810 API operations that an AI agent could call, of which 705 are state-changing ‘acting’ operations. This is a recommended x-agentic-access execution contract — the scope, audience, consequence tier, short-lived token constraints, and escalation each action should carry before it is handed to an autonomous agent.

By consequence: 1105 read, 653 write, and 52 physical.

Contracts are classified heuristically from the provider’s OpenAPI and refresh on every APIs.io network build; audience is bound per deployment. The model follows Curity’s Access Intelligence (apidays Munich 2026). Browse every provider’s agent contracts at agentic-access.apis.io.

FinancialFinancial DataInvestment AnalyticsMarket DataPortfolio AnalyticsResearch
Operations: 1810 Acting: 705 Human-in-the-loop: 0 Method: generated

By consequence

read 1105 write 653 physical 52

Highest-consequence actions

The physical and safety-critical operations an agent could invoke — the ones that most warrant scoped tokens, tight TTLs, and escalation. Full per-operation contracts are in the source below.

MethodPathConsequenceHuman-in-loop
POST /analytics/pub-datastore/tag-search/v1/documents/search physical conditional
POST /analytics/pub-datastore/tag-search/v1/documents/search physical conditional
POST /analytics/pub-datastore/tag-search/v1/tags/{name}/values physical conditional
POST /analytics/pub-datastore/tag-search/v1/tags/{name}/values physical conditional
POST /child-orders/cancel physical conditional
POST /child-orders/create physical conditional
POST /child-orders/replace physical conditional
POST /factset-options/v1/dates physical conditional
POST /factset-ownership/v1/fund-holdings physical conditional
POST /factset-ownership/v1/fund-holdings physical conditional
POST /factset-ownership/v1/security-holders physical conditional
POST /factset-ownership/v1/security-holders physical conditional
POST /factset-people/v1/company-stats physical conditional
POST /factset-people/v1/company-stats physical conditional
POST /orders/cancel physical conditional
POST /orders/create physical conditional
POST /orders/replace physical conditional
POST /transactions physical conditional
POST /v1/contact-relationships physical conditional
POST /v1/contact-relationships physical conditional
PATCH /v1/contact-relationships/{contactRelationshipId} physical conditional
DELETE /v1/contact-relationships/{contactRelationshipId} physical conditional
PATCH /v1/contact-relationships/{contactRelationshipId} physical conditional
DELETE /v1/contact-relationships/{contactRelationshipId} physical conditional
POST /v1/custom-symbol-types/reorder physical conditional

Source

Agentic Access

Raw ↑ 
generated: '2026-07-15'
method: generated
source: openapi/analytics-datastore-openapi-original.yml, openapi/axioma-equity-optimizer-openapi-original.yml,
  openapi/axioma-fixed-income-optimizer-openapi-original.yml, openapi/barra-portfolio-optimizer-openapi-original.yml,
  openapi/benchmarks-openapi-original.yml, openapi/bookbuilder-openapi-original.yml, openapi/capital-structure-report-builder-openapi-original.yml,
  openapi/chart-generation-service-openapi-original.yml, openapi/classifications-openapi-original.yml,
  openapi/company-logo-api-for-digital-portals-openapi-original.yml, openapi/concordance-openapi-original.yml,
  openapi/content-feeds-data-dictionary-openapi-original.yml, openapi/conversational-api-powered-by-mercury-openapi-original.yml,
  openapi/digital-cards-openapi-original.yml, openapi/direct-streaming-of-transaction-messages-openapi-original.yml,
  openapi/documents-distributor-callstreet-events-openapi-original.yml, openapi/documents-distributor-documents-openapi-original.yml,
  openapi/entity-openapi-original.yml, openapi/entity-report-builder-openapi-original.yml, openapi/esg-openapi-original.yml,
  openapi/estimates-openapi-original.yml, openapi/estimates-report-builder-openapi-original.yml,
  openapi/etf-openapi-original.yml, openapi/etf-profile-and-prices-openapi-original.yml, openapi/event-calendar-openapi-original.yml,
  openapi/exchange-datafeed-data-model-openapi-original.yml, openapi/exchange-datafeed-snapshot-api-entire-exchange-openapi-original.yml,
  openapi/exchange-datafeed-snapshot-api-symbol-list-openapi-original.yml, openapi/factset-analytics-datastore-api-openapi.yml,
  openapi/factset-axioma-fixed-income-optimizer-openapi.yml, openapi/factset-benchmarks-api-openapi.yml,
  openapi/factset-bonds-api-for-digital-portals-openapi.yml, openapi/factset-bookbuilder-api-openapi.yml,
  openapi/factset-classifications-api-openapi.yml, openapi/factset-content-feeds-data-dictionary-openapi.yml,
  openapi/factset-documents-distributor-callstreet-events-openapi.yml, openapi/factset-esg-api-openapi.yml,
  openapi/factset-estimates-api-openapi.yml, openapi/factset-exchange-datafeed-data-model-api-openapi.yml,
  openapi/factset-exchange-datafeed-snapshot-api-symbol-list-openapi.yml, openapi/factset-fixed-income-analytics-batcher-api-openapi.yml,
  openapi/factset-formula-api-openapi.yml, openapi/factset-fundamentals-api-openapi.yml, openapi/factset-funds-api-openapi.yml,
  openapi/factset-global-filings-api-openapi.yml, openapi/factset-global-prices-api-openapi.yml,
  openapi/factset-id-lookup-api-openapi.yml, openapi/factset-intraday-tick-history-api-openapi.yml,
  openapi/factset-irn-configuration-api-openapi.yml, openapi/factset-irn-contacts-api-openapi.yml,
  openapi/factset-irn-custom-symbols-api-openapi.yml, openapi/factset-irn-meetings-api-openapi.yml,
  openapi/factset-irn-notes-api-openapi.yml, openapi/factset-northfield-portfolio-optimizer-openapi.yml,
  openapi/factset-open-factset-marketplace-api-openapi.yml, openapi/factset-ownership-api-openapi.yml,
  openapi/factset-ownership-report-builder-api-openapi.yml, openapi/factset-pa-engine-api-openapi.yml,
  openapi/factset-people-api-openapi.yml, openapi/factset-portfolio-metadata-api-openapi.yml,
  openapi/factset-portfolio-openapi.yml, openapi/factset-portfolio-optimizer-api-openapi.yml,
  openapi/factset-portfolio-reporting-batcher-api-openapi.yml, openapi/factset-prices-api-openapi.yml,
  openapi/factset-private-markets-api-openapi.yml, openapi/factset-procure-to-pay-scim-openapi.yml,
  openapi/factset-programmatic-environment-api-openapi.yml, openapi/factset-publisher-api-openapi.yml,
  openapi/factset-quant-engine-api-openapi.yml, openapi/factset-rbics-api-openapi.yml, openapi/factset-real-time-news-api-openapi.yml,
  openapi/factset-real-time-price-alerting-api-openapi.yml, openapi/factset-real-time-quotes-api-openapi.yml,
  openapi/factset-real-time-time-series-api-openapi.yml, openapi/factset-recommendation-list-api-for-digital-portals-openapi.yml,
  openapi/factset-search-answers-openapi.yml, openapi/factset-securitized-derivatives-api-for-digital-portals-openapi.yml,
  openapi/factset-security-modeling-api-openapi.yml, openapi/factset-signals-api-openapi.yml,
  openapi/factset-spar-engine-api-openapi.yml, openapi/factset-streetaccount-news-api-openapi.yml,
  openapi/factset-symbology-api-openapi.yml, openapi/factset-terms-and-conditions-api-openapi.yml,
  openapi/factset-tick-history-api-openapi.yml, openapi/factset-universal-screening-api-openapi.yml,
  openapi/factset-vault-api-openapi.yml, openapi/factset-vermilion-api-openapi.yml, openapi/factset-watchlist-api-for-digital-portals-openapi.yml,
  openapi/fixed-income-analytics-batcher-openapi-original.yml, openapi/fixed-income-calculation-openapi-original.yml,
  openapi/foreign-exchange-rate-openapi-original.yml, openapi/formula-openapi-original.yml,
  openapi/fundamentals-openapi-original.yml, openapi/fundamentals-report-builder-openapi-original.yml,
  openapi/funds-openapi-original.yml, openapi/georev-openapi-original.yml, openapi/global-filings-openapi-original.yml,
  openapi/global-prices-openapi-original.yml, openapi/id-lookup-openapi-original.yml, openapi/intraday-tick-history-openapi-original.yml,
  openapi/investment-banking-office-refresh-openapi-original.yml, openapi/irn-configuration-openapi-original.yml,
  openapi/irn-contacts-openapi-original.yml, openapi/irn-custom-symbols-openapi-original.yml,
  openapi/irn-meetings-openapi-original.yml, openapi/irn-notes-openapi-original.yml, openapi/issue-tracker-openapi-original.yml,
  openapi/natural-language-processing-openapi-original.yml, openapi/northfield-portfolio-optimizer-openapi-original.yml,
  openapi/ofdb-openapi-original.yml, openapi/open-marketplace-openapi-original.yml, openapi/open-partners-documents-openapi-original.yml,
  openapi/open-risk-openapi-original.yml, openapi/optimization-engine-api-multi-period-openapi-original.yml,
  openapi/options-openapi-original.yml, openapi/overview-report-builder-openapi-original.yml,
  openapi/ownership-openapi-original.yml, openapi/ownership-report-builder-openapi-original.yml,
  openapi/pa-engine-openapi-original.yml, openapi/people-openapi-original.yml, openapi/portfolio-metadata-openapi-original.yml,
  openapi/portfolio-openapi-original.yml, openapi/portfolio-optimizer-openapi-original.yml,
  openapi/portfolio-reporting-batcher-openapi-original.yml, openapi/prices-openapi-original.yml,
  openapi/private-markets-openapi-original.yml, openapi/procure-to-pay-api-scim-openapi-original.yml,
  openapi/programmatic-environment-openapi-original.yml, openapi/publisher-openapi-original.yml,
  openapi/quant-engine-openapi-original.yml, openapi/quant-factor-library-openapi-original.yml,
  openapi/rbics-openapi-original.yml, openapi/real-time-news-openapi-original.yml, openapi/real-time-price-alerting-openapi-original.yml,
  openapi/real-time-quotes-openapi-original.yml, openapi/real-time-time-series-openapi-original.yml,
  openapi/s-p-global-fixed-income-evaluated-prices-and-analytics-openapi-original.yml, openapi/search-answers-openapi-original.yml,
  openapi/security-modeling-openapi-original.yml, openapi/signals-openapi-original.yml, openapi/spar-engine-openapi-original.yml,
  openapi/standard-datafeed-openapi-original.yml, openapi/streetaccount-news-openapi-original.yml,
  openapi/symbology-openapi-original.yml, openapi/terms-and-conditions-openapi-original.yml,
  openapi/tick-history-openapi-original.yml, openapi/trading-openapi-original.yml, openapi/universal-screening-openapi-original.yml,
  openapi/vault-openapi-original.yml, openapi/vermilion-openapi-original.yml
description: Recommended x-agentic-access execution contracts, classified heuristically from
  the OpenAPI. A governance starting point for exposing this API to AI agents — review and bind
  audience per deployment. See research/curity/agentic-governance/.
summary:
  operations: 1810
  by_action_class:
    connected: 1105
    acting: 705
  by_consequence:
    read: 1105
    physical: 52
    write: 653
  human_in_the_loop_required: 0
operations:
- path: /analytics/pub-datastore/swivel/v1/{document}/{accountId}/{date}
  method: get
  operationId: getPdfPptMapping
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    token:
      max-ttl: 3600
    audit: none
- path: /analytics/pub-datastore/swivel/v1/{document}/{assetName}/{reportId}/{tileId}/{accountId}
  method: get
  operationId: getStachMappingNoDate
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    token:
      max-ttl: 3600
    audit: none
- path: /analytics/pub-datastore/swivel/v1/{document}/{assetName}/{reportId}/{tileId}/{accountId}/{date}
  method: get
  operationId: getStachMapping
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    token:
      max-ttl: 3600
    audit: none
- path: /analytics/pub-datastore/swivel/v1/{document}/{assetName}/{reportId}/{tileId}/{accountId}/{configId}/{date}
  method: get
  operationId: getInsightMapping
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    token:
      max-ttl: 3600
    audit: none
- path: /analytics/pub-datastore/cargo/v1/groups/{groupId}/objects/{objectId}
  method: get
  operationId: getCargoEndpoint
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    token:
      max-ttl: 3600
    audit: none
- path: /analytics/pub-datastore/tag-search/v1/documents/search
  method: post
  operationId: getDocumentsEndPoint
  x-agentic-access:
    action-class: acting
    consequence: physical
    subject: required
    audience: null
    token:
      max-ttl: 300
      exchange: true
      purpose-required: true
    escalation:
      human-in-the-loop: conditional
      triggers:
      - abnormal
      - high-value
    audit: required
- path: /analytics/pub-datastore/tag-search/v1/tags
  method: get
  operationId: getTagsEndPoint
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    token:
      max-ttl: 3600
    audit: none
- path: /analytics/pub-datastore/tag-search/v1/tags/{name}
  method: get
  operationId: getSingleTagEndPoint
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    token:
      max-ttl: 3600
    audit: none
- path: /analytics/pub-datastore/tag-search/v1/tags/{name}/values
  method: post
  operationId: getTagValuesEndPoint
  x-agentic-access:
    action-class: acting
    consequence: physical
    subject: required
    audience: null
    token:
      max-ttl: 300
      exchange: true
      purpose-required: true
    escalation:
      human-in-the-loop: conditional
      triggers:
      - abnormal
      - high-value
    audit: required
- path: /analytics/pub-datastore/tag-search/v1/product-types/search
  method: post
  operationId: getProductTypes
  x-agentic-access:
    action-class: acting
    consequence: write
    subject: required
    audience: null
    token:
      max-ttl: 900
    escalation:
      human-in-the-loop: conditional
      triggers:
      - abnormal
      - high-value
    audit: required
- path: /analytics/lookups/v3/accounts/{path}
  method: get
  operationId: getAccounts
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    token:
      max-ttl: 3600
    audit: none
- path: /analytics/engines/axp/v3/optimizations
  method: post
  operationId: postAndOptimize
  x-agentic-access:
    action-class: acting
    consequence: write
    subject: required
    audience: null
    token:
      max-ttl: 900
    escalation:
      human-in-the-loop: conditional
      triggers:
      - abnormal
      - high-value
    audit: required
- path: /analytics/engines/axp/v3/optimizations/{id}
  method: put
  operationId: putAndOptimize
  x-agentic-access:
    action-class: acting
    consequence: write
    subject: required
    audience: null
    token:
      max-ttl: 900
    escalation:
      human-in-the-loop: conditional
      triggers:
      - abnormal
      - high-value
    audit: required
- path: /analytics/engines/axp/v3/optimizations/{id}
  method: get
  operationId: getOptimizationParameters
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    token:
      max-ttl: 3600
    audit: none
- path: /analytics/engines/axp/v3/optimizations/{id}
  method: delete
  operationId: cancelOptimizationById
  x-agentic-access:
    action-class: acting
    consequence: write
    subject: required
    audience: null
    token:
      max-ttl: 900
    escalation:
      human-in-the-loop: conditional
      triggers:
      - abnormal
      - high-value
    audit: required
- path: /analytics/engines/axp/v3/optimizations/{id}/status
  method: get
  operationId: getOptimizationStatusById
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    token:
      max-ttl: 3600
    audit: none
- path: /analytics/engines/axp/v3/optimizations/{id}/result
  method: get
  operationId: getOptimizationResult
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    token:
      max-ttl: 3600
    audit: none
- path: /analytics/lookups/v3/currencies
  method: get
  operationId: getCurrencies
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    token:
      max-ttl: 3600
    audit: none
- path: /analytics/engines/axp/v3/strategies/{path}
  method: get
  operationId: getAxiomaEquityStrategyDocuments
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    token:
      max-ttl: 3600
    audit: none
- path: /analytics/engines/afi/v3/optimizations
  method: post
  operationId: postAndOptimize
  x-agentic-access:
    action-class: acting
    consequence: write
    subject: required
    audience: null
    token:
      max-ttl: 900
    escalation:
      human-in-the-loop: conditional
      triggers:
      - abnormal
      - high-value
    audit: required
- path: /analytics/engines/afi/v3/optimizations/{id}
  method: put
  operationId: putAndOptimize
  x-agentic-access:
    action-class: acting
    consequence: write
    subject: required
    audience: null
    token:
      max-ttl: 900
    escalation:
      human-in-the-loop: conditional
      triggers:
      - abnormal
      - high-value
    audit: required
- path: /analytics/engines/afi/v3/optimizations/{id}
  method: get
  operationId: getOptimizationParameters
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    token:
      max-ttl: 3600
    audit: none
- path: /analytics/engines/afi/v3/optimizations/{id}
  method: delete
  operationId: cancelOptimizationById
  x-agentic-access:
    action-class: acting
    consequence: write
    subject: required
    audience: null
    token:
      max-ttl: 900
    escalation:
      human-in-the-loop: conditional
      triggers:
      - abnormal
      - high-value
    audit: required
- path: /analytics/engines/afi/v3/optimizations/{id}/status
  method: get
  operationId: getOptimizationStatusById
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    token:
      max-ttl: 3600
    audit: none
- path: /analytics/engines/afi/v3/optimizations/{id}/result
  method: get
  operationId: getOptimizationResult
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    token:
      max-ttl: 3600
    audit: none
- path: /analytics/engines/afi/v3/strategies/{path}
  method: get
  operationId: getAxiomaFIStrategyDocuments
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    token:
      max-ttl: 3600
    audit: none
- path: /analytics/lookups/v3/accounts/{path}
  method: get
  operationId: getAccounts
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    token:
      max-ttl: 3600
    audit: none
- path: /analytics/engines/bpm/v3/optimizations
  method: post
  operationId: postAndOptimize
  x-agentic-access:
    action-class: acting
    consequence: write
    subject: required
    audience: null
    token:
      max-ttl: 900
    escalation:
      human-in-the-loop: conditional
      triggers:
      - abnormal
      - high-value
    audit: required
- path: /analytics/engines/bpm/v3/optimizations/{id}
  method: put
  operationId: putAndOptimize
  x-agentic-access:
    action-class: acting
    consequence: write
    subject: required
    audience: null
    token:
      max-ttl: 900
    escalation:
      human-in-the-loop: conditional
      triggers:
      - abnormal
      - high-value
    audit: required
- path: /analytics/engines/bpm/v3/optimizations/{id}
  method: get
  operationId: getOptimizationParameters
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    token:
      max-ttl: 3600
    audit: none
- path: /analytics/engines/bpm/v3/optimizations/{id}
  method: delete
  operationId: cancelOptimizationById
  x-agentic-access:
    action-class: acting
    consequence: write
    subject: required
    audience: null
    token:
      max-ttl: 900
    escalation:
      human-in-the-loop: conditional
      triggers:
      - abnormal
      - high-value
    audit: required
- path: /analytics/engines/bpm/v3/optimizations/{id}/status
  method: get
  operationId: getOptimizationStatusById
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    token:
      max-ttl: 3600
    audit: none
- path: /analytics/engines/bpm/v3/optimizations/{id}/result
  method: get
  operationId: getOptimizationResult
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    token:
      max-ttl: 3600
    audit: none
- path: /analytics/lookups/v3/currencies
  method: get
  operationId: getCurrencies
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    token:
      max-ttl: 3600
    audit: none
- path: /analytics/engines/bpm/v3/strategies/{path}
  method: get
  operationId: getBarraStrategyDocuments
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    token:
      max-ttl: 3600
    audit: none
- path: /factset-benchmarks/v1/constituents
  method: get
  operationId: getBenchmarkConstituents
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    token:
      max-ttl: 3600
    audit: none
- path: /factset-benchmarks/v1/constituents
  method: post
  operationId: getBenchmarkConstituentsForList
  x-agentic-access:
    action-class: acting
    consequence: write
    subject: required
    audience: null
    token:
      max-ttl: 900
    escalation:
      human-in-the-loop: conditional
      triggers:
      - abnormal
      - high-value
    audit: required
- path: /factset-benchmarks/v1/fixed-income-constituents
  method: get
  operationId: getFIBenchmarkConstituents
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    token:
      max-ttl: 3600
    audit: none
- path: /factset-benchmarks/v1/fixed-income-constituents
  method: post
  operationId: getFIBenchmarkConstituentsForList
  x-agentic-access:
    action-class: acting
    consequence: write
    subject: required
    audience: null
    token:
      max-ttl: 900
    escalation:
      human-in-the-loop: conditional
      triggers:
      - abnormal
      - high-value
    audit: required
- path: /factset-benchmarks/v1/index-snapshot
  method: get
  operationId: getIndexSnapshot
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    token:
      max-ttl: 3600
    audit: none
- path: /factset-benchmarks/v1/index-snapshot
  method: post
  operationId: getIndexSnapshotForList
  x-agentic-access:
    action-class: acting
    consequence: write
    subject: required
    audience: null
    token:
      max-ttl: 900
    escalation:
      human-in-the-loop: conditional
      triggers:
      - abnormal
      - high-value
    audit: required
- path: /factset-benchmarks/v1/index-history
  method: get
  operationId: getIndexHistory
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    token:
      max-ttl: 3600
    audit: none
- path: /factset-benchmarks/v1/index-history
  method: post
  operationId: getIndexHistoryForList
  x-agentic-access:
    action-class: acting
    consequence: write
    subject: required
    audience: null
    token:
      max-ttl: 900
    escalation:
      human-in-the-loop: conditional
      triggers:
      - abnormal
      - high-value
    audit: required
- path: /factset-benchmarks/v1/ratios
  method: get
  operationId: getBenchmarkRatios
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    token:
      max-ttl: 3600
    audit: none
- path: /factset-benchmarks/v1/ratios
  method: post
  operationId: getBenchmarkRatiosForList
  x-agentic-access:
    action-class: acting
    consequence: write
    subject: required
    audience: null
    token:
      max-ttl: 900
    escalation:
      human-in-the-loop: conditional
      triggers:
      - abnormal
      - high-value
    audit: required
- path: /factset-benchmarks/v1/id-list
  method: get
  operationId: getBenchmarkIds
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    token:
      max-ttl: 3600
    audit: none
- path: /factset-benchmarks/v1/id-list
  method: post
  operationId: getBenchmarkIdsForList
  x-agentic-access:
    action-class: acting
    consequence: write
    subject: required
    audience: null
    token:
      max-ttl: 900
    escalation:
      human-in-the-loop: conditional
      triggers:
      - abnormal
      - high-value
    audit: required
- path: /v1/book-list
  method: get
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    token:
      max-ttl: 3600
    audit: none
- path: /v1/template-list
  method: get
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    token:
      max-ttl: 3600
    audit: none
- path: /v1/create-template/
  method: post
  x-agentic-access:
    action-class: acting
    consequence: write
    subject: required
    audience: null
    token:
      max-ttl: 900
    escalation:
      human-in-the-loop: conditional
      triggers:
      - abnormal
      - high-value
    audit: required
- path: /v1/create-book
  method: post
  x-agentic-access:
    action-class: acting
    consequence: write
    subject: required
    audience: null
    token:
      max-ttl: 900
    escalation:
      human-in-the-loop: conditional
      triggers:
      - abnormal
      - high-value
    audit: required
- path: /v1/create-book-from-template
  method: post
  x-agentic-access:
    action-class: acting
    consequence: write
    subject: required
    audience: null
    token:
      max-ttl: 900
    escalation:
      human-in-the-loop: conditional
      triggers:
      - abnormal
      - high-value
    audit: required
- path: /v1/download-api-book-aws/{book_id}
  method: get
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    token:
      max-ttl: 3600
    audit: none
- path: /v1/upload-custom-document
  method: post
  x-agentic-access:
    action-class: acting
    consequence: write
    subject: required
    audience: null
    token:
      max-ttl: 900
    escalation:
      human-in-the-loop: conditional
      triggers:
      - abnormal
      - high-value
    audit: required
- path: /v1/custom-upload-list
  method: get
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    token:
      max-ttl: 3600
    audit: none
- path: /dcs-detail
  method: get
  operationId: getDcsDetail
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    token:
      max-ttl: 3600
    audit: none
- path: /source-of-capital
  method: get
  operationId: getSourceOfCapital
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    token:
      max-ttl: 3600
    audit: none
- path: /dcs-summary
  method: get
  operationId: getDcsSummary
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    token:
      max-ttl: 3600
    audit: none
- path: /v1/catalog/categories
  method: get
  operationId: getCategoryList
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    token:
      max-ttl: 3600
    audit: none
- path: /v1/catalog/charts
  method: get
  operationId: getChartList
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    token:
      max-ttl: 3600
    audit: none
- path: /v1/image
  method: get
  operationId: Images
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    token:
      max-ttl: 3600
    audit: none
- path: /classifications/v1/gics
  method: get
  operationId: getGics
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    token:
      max-ttl: 3600
    audit: none
- path: /classifications/v1/gics
  method: post
  operationId: postGics
  x-agentic-access:
    action-class: acting
    consequence: write
    subject: required
    audience: null
    token:
      max-ttl: 900
    escalation:
      human-in-the-loop: conditional
      triggers:
      - abnormal
      - high-value
    audit: required
- path: /company/logo/get
  method: get
  operationId: get/company/logo/get
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    token:
      max-ttl: 3600
    audit: none
- path: /factset-concordance/v2/entity-match
  method: get
  operationId: getEntityMatch
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    token:
      max-ttl: 3600
    audit: none
- path: /factset-concordance/v2/entity-match
  method: post
  operationId: getEntityMatchForList
  x-agentic-access:
    action-class: acting
    consequence: write
    subject: required
    audience: null
    token:
      max-ttl: 900
    escalation:
      human-in-the-loop: conditional
      triggers:
      - abnormal
      - high-value
    audit: required
- path: /factset-concordance/v2/entity-task
  method: post
  operationId: getEntityTaskForList
  x-agentic-access:
    action-class: acting
    consequence: write
    subject: required
    audience: null
    token:
      max-ttl: 900
    escalation:
      human-in-the-loop: conditional
      triggers:
      - abnormal
      - high-value
    audit: required
- path: /factset-concordance/v2/entity-task-status
  method: get
  operationId: getEntityTaskStatus
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    token:
      max-ttl: 3600
    audit: none
- path: /factset-concordance/v2/entity-decisions
  method: get
  operationId: getEntityDecisions
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    token:
      max-ttl: 3600
    audit: none
- path: /factset-concordance/v2/universe
  method: post
  operationId: getUniverseForList
  x-agentic-access:
    action-class: acting
    consequence: write
    subject: required
    audience: null
    token:
      max-ttl: 900
    escalation:
      human-in-the-loop: conditional
      triggers:
      - abnormal
      - high-value
    audit: required
- path: /factset-concordance/v2/entity-universe
  method: get
  operationId: getEntityUniverse
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    token:
      max-ttl: 3600
    audit: none
- path: /factset-concordance/v2/entity-universe
  method: post
  operationId: getEntityUniverseForList
  x-agentic-access:
    action-class: acting
    consequence: write
    subject: required
    audience: null
    token:
      max-ttl: 900
    escalation:
      human-in-the-loop: conditional
      triggers:
      - abnormal
      - high-value
    audit: required
- path: /factset-concordance/v2/people-universe
  method: get
  operationId: getPeopleUniverse
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    token:
      max-ttl: 3600
    audit: none
- path: /factset-concordance/v2/people-universe
  method: post
  operationId: getPeopleUniverseForList
  x-agentic-access:
    action-class: acting
    consequence: write
    subject: required
    audience: null
    token:
      max-ttl: 900
    escalation:
      human-in-the-loop: conditional
      triggers:
      - abnormal
      - high-value
    audit: required
- path: /factset-concordance/v2/update-universe
  method: post
  operationId: getUpdateUniverseForList
  x-agentic-access:
    action-class: acting
    consequence: write
    subject: required
    audience: null
    token:
      max-ttl: 900
    escalation:
      human-in-the-loop: conditional
      triggers:
      - abnormal
      - high-value
    audit: required
- path: /factset-concordance/v2/universes
  method: get
  operationId: getUniverses
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    token:
      max-ttl: 3600
    audit: none
- path: /factset-concordance/v2/entity-universe-statistics
  method: get
  operationId: getEntityUniverseStatistics
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    token:
      max-ttl: 3600
    audit: none
- path: /factset-concordance/v2/universe-statistics
  method: get
  operationId: getUniverseStatistics
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    token:
      max-ttl: 3600
    audit: none
- path: /factset-concordance/v2/entity-mapping
  method: post
  operationId: getEntityMappingForList
  x-agentic-access:
    action-class: acting
    consequence: write
    subject: required
    audience: null
    token:
      max-ttl: 900
    escalation:
      human-in-the-loop: conditional
      triggers:
      - abnormal
      - high-value
    audit: required
- path: /factset-concordance/v2/people-mapping
  method: post
  operationId: getPeopleMappingForList
  x-agentic-access:
    action-class: acting
    consequence: write
    subject: required
    audience: null
    token:
      max-ttl: 900
    escalation:
      human-in-the-loop: conditional
      triggers:
      - abnormal
      - high-value
    audit: required
- path: /factset-concordance/v2/entity-mapping-delete
  method: post
  operationId: getEntityMappingDeleteForList
  x-agentic-access:
    action-class: acting
    consequence: write
    subject: required
    audience: null
    token:
      max-ttl: 900
    escalation:
      human-in-the-loop: conditional
      triggers:
      - abnormal
      - high-value
    audit: required
- path: /factset-concordance/v2/people-mapping-delete
  method: post
  operationId: getPeopleMappingDeleteForList
  x-agentic-access:
    action-class: acting
    consequence: write
    subject: required
    audience: null
    token:
      max-ttl: 900
    escalation:
      human-in-the-loop: conditional
      triggers:
      - abnormal
      - high-value
    audit: required
- path: /factset-concordance/v2/snowflake-entity-match
  method: post
  operationId: getSnowflakeEntityMatchForList
  x-agentic-access:
    action-class: acting
    consequence: write
    subject: required
    audience: null
    token:
      max-ttl: 900
    escalation:
      human-in-the-loop: conditional
      triggers:
      - abnormal
      - high-value
    audit: required
- path: /factset-concordance/v2/snowflake-entity-mapping
  method: post
  operationId: snowflakeEntityMappingPost
  x-agentic-access:
    action-class: acting
    consequence: write
    subject: required
    audience: null
    token:
      max-ttl: 900
    escalation:
      human-in-the-loop: conditional
      triggers:
      - abnormal
      - high-value
    audit: required
- path: /factset-concordance/v2/people-match
  method: get
  operationId: getPeopleMatch
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    token:
      max-ttl: 3600
    audit: none
- path: /factset-concordance/v2/people-match
  method: post
  operationId: getPeopleMatchForList
  x-agentic-access:
    action-class: acting
    consequence: write
    subject: required
    audience: null
    token:
      max-ttl: 900
    escalation:
    

# --- truncated at 32 KB (502 KB total) ---
# Full source: https://raw.githubusercontent.com/api-evangelist/factset/refs/heads/main/agentic-access/factset-agentic-access.yml

Work with this as data

Every access contract here is available over the APIs.io API and to AI agents over MCP. Agentic Access is not yet its own endpoint on the v1 API. Reach it through catalog search and the tag graph, or the MCP server.

MCP server

One button, every client — Claude, Cursor, VS Code and the rest.

https://apis.io/mcp

Tools for agentic access

3 MCP tools reach this
  • apis_io_searchSTART HERE — APIs, providers and tags for one query, each with its total.
  • resolveTurn a domain, URL or GitHub org into the provider it belongs to.
  • find_cohortsEvery scored population of providers in the catalog.
All 92 tools

Call it yourself

curl for this page
Search the catalog 
curl "https://apis.io/api/v1/search?q=factset-agentic-access&limit=10"
Everything under a tag 
curl "https://apis.io/api/v1/tags/factset-agentic-access"

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