Connecting Perplexity with FactSet
The FactSet Connector lets eligible users connect Perplexity to FactSet MCP tools, so they can ask questions that use authorized FactSet data.
This connector requires separate FactSet MCP access. FactSet MCP access is not included by default with FactSet Workstation.
What you need before you start
A Perplexity account with access to Connectors.
A FactSet account that has been entitled for FactSet MCP access.
Your FactSet login method, such as single sign-on (SSO) or your FactSet email and password.
If you already use FactSet Workstation but do not have FactSet MCP access, contact your FactSet account team to ask about access, commercials, or a trial.
If you are not currently a FactSet client, contact sales@factset.com to ask about FactSet MCP access.
How to activate it
Open Perplexity.
Go to Settings. You can find Settings under your organization icon in the bottom-left corner of the Perplexity web app.
Open the Connectors settings page.
Search for FactSet.
Click the FactSet connector tile.
Click Add or Enable.
Sign in with FactSet. Depending on your organization, you may use SSO or enter your FactSet email and password.
After the FactSet login finishes, return to Perplexity.
Confirm that the FactSet connector shows as connected.
Trying it out
Once FactSet is connected, start a new query in Perplexity and use FactSet as a source.
You can do this in either of these ways:
Type
@FactSetin your query.Click the + icon in the search box, open Connectors and sources, and select FactSet.
Then ask a finance question that should use FactSet data.
Troubleshooting
I do not see the FactSet connector
Check that you are on the correct Perplexity account and organization. If you are in an Enterprise organization, your admin may also need to enable the connector for your organization.
I can sign in to FactSet Workstation, but the connector does not work
FactSet MCP access is a separate entitlement. Contact your FactSet account team and confirm that your account has FactSet MCP access.
My FactSet login fails
Try signing in again and confirm that you are using the same FactSet account that was granted MCP access. If your organization uses SSO, use the SSO flow instead of a password login.
I connected FactSet, but answers are not using it
Start a new query and make sure FactSet is selected as a source. You can use @FactSet in the query or select FactSet from Connectors and sources.