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:
    

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# Full source: https://raw.githubusercontent.com/api-evangelist/factset/refs/heads/main/agentic-access/factset-agentic-access.yml