Factset Agentic Access
Factset exposes 1093 API operations that an AI agent could call, of which 297 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: 796 read, 267 write, and 30 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.
By consequence
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.
| Method | Path | Consequence | Human-in-loop |
|---|---|---|---|
| POST | /child-orders/cancel | physical | conditional |
| POST | /child-orders/create | physical | conditional |
| POST | /child-orders/replace | physical | conditional |
| POST | /factset-ownership/v1/fund-holdings | physical | conditional |
| POST | /factset-ownership/v1/security-holders | physical | conditional |
| POST | /fund/notation/screener/search | physical | conditional |
| POST | /orders/cancel | physical | conditional |
| POST | /orders/create | physical | conditional |
| POST | /orders/replace | physical | conditional |
| POST | /portfolio/payout/create | physical | conditional |
| POST | /portfolio/payout/delete | physical | conditional |
| POST | /portfolio/payout/modify | physical | conditional |
| POST | /transactions | physical | conditional |
| POST | /v1/contact-relationships | physical | conditional |
| PATCH | /v1/contact-relationships/{contactRelationshipId} | physical | conditional |
| DELETE | /v1/contact-relationships/{contactRelationshipId} | physical | conditional |
| POST | /v1/custom-symbol-types/reorder | physical | conditional |
| POST | /v1/relationship-categories | physical | conditional |
| POST | /v1/relationship-categories/reorder | physical | conditional |
| PUT | /v1/relationship-categories/{relationshipCategoryId} | physical | conditional |
| DELETE | /v1/relationship-categories/{relationshipCategoryId} | physical | conditional |
| POST | /v1/relationships | physical | conditional |
| PUT | /v1/relationships/{relationshipId} | physical | conditional |
| DELETE | /v1/relationships/{relationshipId} | physical | conditional |
| POST | /v1/symbol-relationships | physical | conditional |
Source
Agentic Access
generated: '2026-09-23'
method: generated
source: openapi/factset-about-api-openapi.yml, openapi/factset-account-api-openapi.yml, openapi/factset-accounts-api-openapi.yml,
openapi/factset-actions-api-openapi.yml, openapi/factset-adaptive-api-openapi.yml, openapi/factset-agents-api-openapi.yml,
openapi/factset-aggregated-api-openapi.yml, openapi/factset-alert-api-openapi.yml, openapi/factset-alerting-api-openapi.yml,
openapi/factset-alternatives-api-openapi.yml, openapi/factset-analytics-api-openapi.yml, openapi/factset-annualized-api-openapi.yml,
openapi/factset-answers-api-openapi.yml, openapi/factset-archive-api-openapi.yml, openapi/factset-article-api-openapi.yml,
openapi/factset-ask-api-openapi.yml, openapi/factset-assets-api-openapi.yml, openapi/factset-asynch-api-openapi.yml,
openapi/factset-attachment-api-openapi.yml, openapi/factset-attachments-api-openapi.yml, openapi/factset-attributes-api-openapi.yml,
openapi/factset-audit-api-openapi.yml, openapi/factset-aum-api-openapi.yml, openapi/factset-authors-api-openapi.yml,
openapi/factset-average-api-openapi.yml, openapi/factset-background-api-openapi.yml, openapi/factset-balance-sheet-api-openapi.yml,
openapi/factset-barriers-api-openapi.yml, openapi/factset-bars-api-openapi.yml, openapi/factset-basic-api-openapi.yml,
openapi/factset-batch-api-openapi.yml, openapi/factset-batch-result-api-openapi.yml, openapi/factset-batch-status-api-openapi.yml,
openapi/factset-benchmark-api-openapi.yml, openapi/factset-book-list-api-openapi.yml, openapi/factset-bulk-documents-api-openapi.yml,
openapi/factset-by-api-openapi.yml, openapi/factset-calculate-api-openapi.yml, openapi/factset-calculations-api-openapi.yml,
openapi/factset-cash-flow-api-openapi.yml, openapi/factset-catalog-api-openapi.yml, openapi/factset-categories-api-openapi.yml,
openapi/factset-category-api-openapi.yml, openapi/factset-chart-api-openapi.yml, openapi/factset-checks-api-openapi.yml,
openapi/factset-child-orders-api-openapi.yml, openapi/factset-classifications-api-openapi.yml,
openapi/factset-client-api-openapi.yml, openapi/factset-code-api-openapi.yml, openapi/factset-comments-api-openapi.yml,
openapi/factset-company-api-openapi.yml, openapi/factset-compliance-api-openapi.yml, openapi/factset-composite-api-openapi.yml,
openapi/factset-conditions-api-openapi.yml, openapi/factset-configurations-api-openapi.yml,
openapi/factset-contact-api-openapi.yml, openapi/factset-contacts-api-openapi.yml, openapi/factset-conversations-api-openapi.yml,
openapi/factset-costs-api-openapi.yml, openapi/factset-count-api-openapi.yml, openapi/factset-coupons-api-openapi.yml,
openapi/factset-coverage-api-openapi.yml, openapi/factset-create-api-openapi.yml, openapi/factset-create-book-api-openapi.yml,
openapi/factset-create-book-from-template-api-openapi.yml, openapi/factset-create-template-api-openapi.yml,
openapi/factset-cross-api-openapi.yml, openapi/factset-current-cap-api-openapi.yml, openapi/factset-custom-api-openapi.yml,
openapi/factset-custom-upload-list-api-openapi.yml, openapi/factset-data-api-openapi.yml,
openapi/factset-database-api-openapi.yml, openapi/factset-dataset-api-openapi.yml, openapi/factset-date-api-openapi.yml,
openapi/factset-dcs-detail-api-openapi.yml, openapi/factset-dcs-summary-api-openapi.yml, openapi/factset-debt-api-openapi.yml,
openapi/factset-defined-api-openapi.yml, openapi/factset-derivative-api-openapi.yml, openapi/factset-dfsnapshot-api-openapi.yml,
openapi/factset-distributor-api-openapi.yml, openapi/factset-docs-distributor-api-openapi.yml,
openapi/factset-download-api-book-aws-api-openapi.yml, openapi/factset-downloads-api-openapi.yml,
openapi/factset-elements-api-openapi.yml, openapi/factset-entities-api-openapi.yml, openapi/factset-entity-api-openapi.yml,
openapi/factset-event-api-openapi.yml, openapi/factset-events-api-openapi.yml, openapi/factset-exchange-api-openapi.yml,
openapi/factset-fact-api-openapi.yml, openapi/factset-factset-api-openapi.yml, openapi/factset-factset-benchmarks-api-openapi.yml,
openapi/factset-factset-concordance-api-openapi.yml, openapi/factset-factset-entity-api-openapi.yml,
openapi/factset-factset-esg-api-openapi.yml, openapi/factset-factset-estimates-api-openapi.yml,
openapi/factset-factset-etf-api-openapi.yml, openapi/factset-factset-georev-api-openapi.yml,
openapi/factset-factset-options-api-openapi.yml, openapi/factset-factset-ownership-api-openapi.yml,
openapi/factset-factset-people-api-openapi.yml, openapi/factset-factset-prices-api-openapi.yml,
openapi/factset-factset-quant-factor-library-api-openapi.yml, openapi/factset-fields-api-openapi.yml,
openapi/factset-figures-api-openapi.yml, openapi/factset-file-api-openapi.yml, openapi/factset-files-api-openapi.yml,
openapi/factset-financial-highlights-api-openapi.yml, openapi/factset-financials-api-openapi.yml,
openapi/factset-firsttrade-api-openapi.yml, openapi/factset-flows-api-openapi.yml, openapi/factset-foreign-exchange-api-openapi.yml,
openapi/factset-fund-api-openapi.yml, openapi/factset-fundamentals-api-openapi.yml, openapi/factset-generate-api-openapi.yml,
openapi/factset-geographic-segments-api-openapi.yml, openapi/factset-global-api-openapi.yml,
openapi/factset-global-filings-api-openapi.yml, openapi/factset-grades-api-openapi.yml, openapi/factset-group-api-openapi.yml,
openapi/factset-groups-api-openapi.yml, openapi/factset-headlines-api-openapi.yml, openapi/factset-helper-api-openapi.yml,
openapi/factset-history-api-openapi.yml, openapi/factset-holders-api-openapi.yml, openapi/factset-holdings-api-openapi.yml,
openapi/factset-i-api-openapi.yml, openapi/factset-identifiers-api-openapi.yml, openapi/factset-idsearch-api-openapi.yml,
openapi/factset-image-api-openapi.yml, openapi/factset-income-statement-api-openapi.yml, openapi/factset-industry-metrics-api-openapi.yml,
openapi/factset-instance-api-openapi.yml, openapi/factset-instances-api-openapi.yml, openapi/factset-instrument-api-openapi.yml,
openapi/factset-intraday-api-openapi.yml, openapi/factset-issues-api-openapi.yml, openapi/factset-job-api-openapi.yml,
openapi/factset-jobs-api-openapi.yml, openapi/factset-key-stats-api-openapi.yml, openapi/factset-level-api-openapi.yml,
openapi/factset-linear-api-openapi.yml, openapi/factset-linkup-api-openapi.yml, openapi/factset-list-api-openapi.yml,
openapi/factset-list-files-api-openapi.yml, openapi/factset-list-schemas-api-openapi.yml,
openapi/factset-locations-api-openapi.yml, openapi/factset-luxembourg-api-openapi.yml, openapi/factset-managers-api-openapi.yml,
openapi/factset-market-api-openapi.yml, openapi/factset-markit-bond-prices-and-analytics-api-openapi.yml,
openapi/factset-meetings-api-openapi.yml, openapi/factset-members-api-openapi.yml, openapi/factset-metrics-api-openapi.yml,
openapi/factset-modify-api-openapi.yml, openapi/factset-mpo-api-openapi.yml, openapi/factset-name-api-openapi.yml,
openapi/factset-navigator-api-openapi.yml, openapi/factset-ner-api-openapi.yml, openapi/factset-news-api-openapi.yml,
openapi/factset-non-api-openapi.yml, openapi/factset-notation-api-openapi.yml, openapi/factset-notes-api-openapi.yml,
openapi/factset-numbers-api-openapi.yml, openapi/factset-orbit-api-openapi.yml, openapi/factset-orders-api-openapi.yml,
openapi/factset-ozmosi-api-openapi.yml, openapi/factset-partners-api-openapi.yml, openapi/factset-path-api-openapi.yml,
openapi/factset-peer-list-api-openapi.yml, openapi/factset-per-share-api-openapi.yml, openapi/factset-portfolio-api-openapi.yml,
openapi/factset-positions-api-openapi.yml, openapi/factset-prices-api-openapi.yml, openapi/factset-private-api-openapi.yml,
openapi/factset-product-segments-api-openapi.yml, openapi/factset-products-api-openapi.yml,
openapi/factset-profile-api-openapi.yml, openapi/factset-providers-api-openapi.yml, openapi/factset-qn-a-api-openapi.yml,
openapi/factset-range-api-openapi.yml, openapi/factset-recommendation-list-api-openapi.yml,
openapi/factset-recommendations-api-openapi.yml, openapi/factset-refresh-api-openapi.yml,
openapi/factset-related-api-openapi.yml, openapi/factset-relationship-api-openapi.yml, openapi/factset-relationships-api-openapi.yml,
openapi/factset-reports-api-openapi.yml, openapi/factset-resources-api-openapi.yml, openapi/factset-result-api-openapi.yml,
openapi/factset-returns-api-openapi.yml, openapi/factset-runs-api-openapi.yml, openapi/factset-schemas-api-openapi.yml,
openapi/factset-scripts-asia-api-openapi.yml, openapi/factset-search-api-openapi.yml, openapi/factset-segments-api-openapi.yml,
openapi/factset-sentiments-api-openapi.yml, openapi/factset-series-api-openapi.yml, openapi/factset-snapshots-api-openapi.yml,
openapi/factset-source-of-capital-api-openapi.yml, openapi/factset-status-api-openapi.yml,
openapi/factset-stock-api-openapi.yml, openapi/factset-street-account-api-openapi.yml, openapi/factset-structure-api-openapi.yml,
openapi/factset-subjects-api-openapi.yml, openapi/factset-summarization-api-openapi.yml, openapi/factset-summary-api-openapi.yml,
openapi/factset-symbology-api-openapi.yml, openapi/factset-system-api-openapi.yml, openapi/factset-table-api-openapi.yml,
openapi/factset-teams-api-openapi.yml, openapi/factset-template-list-api-openapi.yml, openapi/factset-themes-api-openapi.yml,
openapi/factset-transactions-api-openapi.yml, openapi/factset-upload-custom-document-api-openapi.yml,
openapi/factset-user-api-openapi.yml, openapi/factset-users-api-openapi.yml, openapi/factset-valuation-api-openapi.yml,
openapi/factset-watchlist-api-openapi.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: 1093
by_action_class:
connected: 796
acting: 297
by_consequence:
read: 796
write: 267
physical: 30
human_in_the_loop_required: 0
operations:
- path: /v1/contacts/{contactId}/about
method: get
operationId: GetContactNotes
x-agentic-access:
action-class: connected
consequence: read
subject: optional
token:
max-ttl: 3600
audit: none
- path: /account-composite
method: post
operationId: createAccountComposite
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: /account-composite
method: get
operationId: listAccountComposite
x-agentic-access:
action-class: connected
consequence: read
subject: optional
token:
max-ttl: 3600
audit: none
- path: /account-composite/{id}
method: delete
operationId: deleteAccountComposite
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: /account-composite/{id}
method: get
operationId: readAccountComposite
x-agentic-access:
action-class: connected
consequence: read
subject: optional
token:
max-ttl: 3600
audit: none
- path: /account-composite/{id}
method: put
operationId: updateAccountComposite
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: /account
method: post
operationId: createAccount
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: /account
method: get
operationId: listAccount
x-agentic-access:
action-class: connected
consequence: read
subject: optional
token:
max-ttl: 3600
audit: none
- path: /account/{id}
method: delete
operationId: deleteAccount
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: /account/{id}
method: get
operationId: readAccount
x-agentic-access:
action-class: connected
consequence: read
subject: optional
token:
max-ttl: 3600
audit: none
- path: /account/{id}
method: put
operationId: updateAccount
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/spar/v3/accounts/{accountPath}/returns-type
method: get
operationId: getSPARReturnsType
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/accounts/v3/models/{name}
method: put
operationId: createOrUpdateModelAccount
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/accounts/v3/models/{name}
method: delete
operationId: deleteAModelAccount
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/accounts/v3/models/{name}
method: get
operationId: getAccount
x-agentic-access:
action-class: connected
consequence: read
subject: optional
token:
max-ttl: 3600
audit: none
- path: /analytics/accounts/v3/models/{name}/symbols/{symbol}
method: delete
operationId: deleteModelAccountBySymbol
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/accounts/v3/models/{name}/symbols/{symbol}
method: get
operationId: getAccountForSymbol
x-agentic-access:
action-class: connected
consequence: read
subject: optional
token:
max-ttl: 3600
audit: none
- path: /analytics/accounts/v3/models/{name}/dates/{date}
method: delete
operationId: deleteModelAccountByDate
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/accounts/v3/models/{name}/dates/{date}
method: get
operationId: getAccountForDate
x-agentic-access:
action-class: connected
consequence: read
subject: optional
token:
max-ttl: 3600
audit: none
- path: /analytics/accounts/v3/models/{name}/dates/{date}/symbols/{symbol}
method: get
operationId: getAccountForDateAndSymbol
x-agentic-access:
action-class: connected
consequence: read
subject: optional
token:
max-ttl: 3600
audit: none
- path: /analytics/accounts/v3/models/{name}/schema
method: get
operationId: getAccountSchema
x-agentic-access:
action-class: connected
consequence: read
subject: optional
token:
max-ttl: 3600
audit: none
- path: /factset-global-prices/v1/corporate-actions
method: get
operationId: getGPDCorporateActions
x-agentic-access:
action-class: connected
consequence: read
subject: optional
token:
max-ttl: 3600
audit: none
- path: /factset-global-prices/v1/corporate-actions
method: post
operationId: postCorporateActions
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: /search/answers/v1/adaptive-card
method: get
operationId: searchForAdaptiveCardAnswer
x-agentic-access:
action-class: connected
consequence: read
subject: optional
token:
max-ttl: 3600
audit: none
- path: /events/adaptive-cards
method: get
operationId: getEventAdaptiveCards
x-agentic-access:
action-class: connected
consequence: read
subject: optional
token:
max-ttl: 3600
audit: none
- path: /events/adaptive-cards
method: post
operationId: postEventAdaptiveCards
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: /events/adaptive-cards/{eventId}
method: get
operationId: getEventAdaptiveCardById
x-agentic-access:
action-class: connected
consequence: read
subject: optional
token:
max-ttl: 3600
audit: none
- path: /factset-terms-and-conditions/v1/agents
method: get
operationId: getAgents
x-agentic-access:
action-class: connected
consequence: read
subject: optional
token:
max-ttl: 3600
audit: none
- path: /factset-terms-and-conditions/v1/agents
method: post
operationId: getAgentsForList
x-agentic-access:
action-class: connected
consequence: read
subject: optional
token:
max-ttl: 3600
audit: none
- path: /prices/orderbook/aggregated/get
method: get
operationId: get/prices/orderbook/aggregated/get
x-agentic-access:
action-class: connected
consequence: read
subject: optional
token:
max-ttl: 3600
audit: none
- path: /alerting/prices/basic/alert/get
method: get
operationId: get/alerting/prices/basic/alert/get
x-agentic-access:
action-class: connected
consequence: read
subject: optional
token:
max-ttl: 3600
audit: none
- path: /alerting/prices/basic/alert/list
method: get
operationId: get/alerting/prices/basic/alert/list
x-agentic-access:
action-class: connected
consequence: read
subject: optional
token:
max-ttl: 3600
audit: none
- path: /alerting/prices/basic/trigger/get
method: get
operationId: get/alerting/prices/basic/trigger/get
x-agentic-access:
action-class: connected
consequence: read
subject: optional
token:
max-ttl: 3600
audit: none
- path: /alerting/prices/basic/trigger/list
method: post
operationId: post/alerting/prices/basic/trigger/list
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: /basic/valueUnit/alternative/list
method: get
operationId: get/basic/valueUnit/alternative/list
x-agentic-access:
action-class: connected
consequence: read
subject: optional
token:
max-ttl: 3600
audit: none
- 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: connected
consequence: read
subject: optional
token:
max-ttl: 3600
audit: none
- 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: connected
consequence: read
subject: optional
token:
max-ttl: 3600
audit: none
- path: /analytics/pub-datastore/tag-search/v1/product-types/search
method: post
operationId: getProductTypes
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/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/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/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: /analytics/engines/fiab/v1/calculations
method: post
operationId: runFIABCalculation
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/fiab/v1/calculations
method: get
operationId: getFIABCalculationStatusSummaries
x-agentic-access:
action-class: connected
consequence: read
subject: optional
token:
max-ttl: 3600
audit: none
- path: /analytics/engines/fiab/v1/calculations/{id}
method: get
operationId: getFIABCalculationById
x-agentic-access:
action-class: connected
consequence: read
subject: optional
token:
max-ttl: 3600
audit: none
- path: /analytics/engines/npo/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/npo/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/npo/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/npo/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/npo/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/npo/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/npo/v3/strategies/{path}
method: get
operationId: getNorthfieldStrategyDocuments
x-agentic-access:
action-class: connected
consequence: read
subject: optional
token:
max-ttl: 3600
audit: none
- path: /analytics/engines/pa/v3/columns
method: get
operationId: getPAColumns
x-agentic-access:
action-class: connected
consequence: read
subject: optional
token:
max-ttl: 3600
audit: none
# --- truncated at 32 KB (297 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.
Call it yourself
curl for this page
curl "https://apis.io/api/v1/search?q=factset-agentic-access&limit=10"
curl "https://apis.io/api/v1/tags/factset-agentic-access"
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