Factset · Capability

FactSet Reporting

Unified workflow for generating reports including entity, fundamentals, estimates, capital structure, overview, ownership reports, charts, and digital cards. Used by report builders.

Run with Naftiko FactSetReportingReport BuilderVisualization

What You Can Do

GET
List reports — List available reports.
/v1/reports
GET
Generate chart — Generate a chart.
/v1/charts

MCP Tools

entity-report

Generate entity report.

read-only
fundamentals-report

Generate fundamentals report.

read-only
estimates-report

Generate estimates report.

read-only
capital-structure-report

Generate capital structure report.

read-only
overview-report

Generate overview report.

read-only
ownership-report

Generate ownership report.

read-only
generate-chart

Generate a chart.

read-only
generate-digital-card

Generate a digital card.

read-only
build-book

Build a custom report book.

read-only
vermilion-report

Generate Vermilion report.

read-only

APIs Used

factset-ent-rb factset-fund-rb factset-est-rb factset-cap-rb factset-ovw-rb factset-own-rb factset-charts factset-cards factset-bookbuilder factset-vermilion