Factset · Capability

FactSet Investment Research Notes

Unified workflow for managing internal research notes including configuration, contacts, custom symbols, meetings, and notes. Used by research analysts and relationship managers.

Run with Naftiko FactSetIRNResearch NotesCRM

What You Can Do

GET
List contacts — List IRN contacts.
/v1/irn-contacts
GET
List meetings — List IRN meetings.
/v1/irn-meetings
GET
List notes — List IRN notes.
/v1/irn-notes

MCP Tools

get-irn-config

Get IRN configuration.

read-only
list-irn-contacts

List IRN contacts.

read-only
list-irn-symbols

List IRN custom symbols.

read-only
list-irn-meetings

List IRN meetings.

read-only
list-irn-notes

List IRN notes.

read-only

APIs Used

factset-irn-config factset-irn-contacts factset-irn-symbols factset-irn-meetings factset-irn-notes