How to connect a FactSet MCP with Claude Code (4 steps)

Merge provides a streamlined way for developers to connect financial data from FactSet to AI agents using Claude Code through their Merge Agent Handler. By leveraging the Merge CLI, users can simplify the setup and manage API keys and entitlement-based access controls, thereby eliminating the need for manual API key provisioning and separate entitlement checks for different data domains within FactSet. This integration allows users to efficiently pull financial data, such as company fundamentals, earnings estimates, and price history, directly from the terminal, aiding in the creation of financial models and analyses. This approach is particularly beneficial for quantitative analysts and portfolio managers who need rapid access to diverse financial data to support various workflows and decision-making processes.