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FactSet

Learn more about Merge Agent Handler

Available tools

get_consensus_estimates

Get Wall Street consensus estimates. Returns mean, median, high, low, and count for metrics like EPS, revenue. Requires FactSet IDs - use match_entity first.

get_actuals

Get actual reported values for financial metrics. Compare actuals vs estimates for earnings analysis. Requires FactSet IDs - use match_entity first.

get_surprise_history

Get earnings surprise history showing beat/miss vs consensus. Returns actual EPS, estimate, surprise amount, and percentage. Requires FactSet IDs.

get_analyst_ratings

Get buy/hold/sell ratings distribution and price targets. Returns rating counts, consensus score, and target prices. Requires FactSet IDs - use match_entity first.

get_guidance

Get company-issued guidance. Returns management's outlook with low, high, and midpoint values for revenue, EPS, etc. Requires FactSet IDs - use match_entity first.

get_calendar_events

Get upcoming/past company events (earnings calls, conferences, investor days). Filter by company, date range, event type. Returns event times, dial-in info.

get_transcripts

Get earnings call transcripts. Returns full text with speaker attribution, Q&A sections. Filter by company, date range. Corrected transcripts available within 24hrs.

get_fundamentals

Get fundamental financial metrics. Income: FF_SALES, FF_EPS, FF_NET_INC, FF_EBIT_OPER, FF_EBITDA_OPER, FF_GROSS_INC, FF_OPER_INC. Margins: FF_GROSS_MGN, FF_OPER_MGN, FF_NET_MGN. Ratios: FF_ROE, FF_ROA, FF_DEBT_EQ, FF_CURR_RATIO. Use get_fundamental_metrics to discover all codes.

get_company_profile

Get company profile including business description, industry, headquarters, website, employees, and CEO. Requires FactSet IDs - use match_entity first.

get_financial_statements

Get income statement (IS), balance sheet (BS), or cash flow (CF) statement data. Returns last 4 years of data. Requires FactSet IDs - use match_entity first.

get_fundamental_metrics

List available fundamental metrics by category. Categories: INCOME_STATEMENT, BALANCE_SHEET, CASH_FLOW, RATIOS, MARKET_DATA, FINANCIAL_SERVICES, INDUSTRY_METRICS. Returns metric codes for use with get_fundamentals.

get_segments

Get business or geographic segment breakdown. Returns revenue, operating income, and assets by segment. Requires FactSet IDs - use match_entity first.

get_deals

Search M&A deals by company, date range, deal status, or deal type. Returns deal value, buyer/target names, announcement dates. Covers 500K+ global deals since 1992.

get_deal_details

Get detailed M&A deal info by deal ID. Returns full terms, advisors, financing details, timeline. Use get_deals first to find deal IDs.

get_security_holders

Get institutional holders of a security. Returns fund names, shares held, % ownership, filing dates. Filter by holder type (institutions, insiders, funds).

get_fund_holdings

Get securities held by a fund. Returns positions, market values, % of portfolio. Filter by asset type (equity, fixed income). Limited to top_n holdings (default: 50).

get_people_profiles

Get executive/person profiles by FactSet People ID. Returns name, title, biography, contact info. Use get_company_people first to find person IDs for a company.

get_company_people

Get executives, board members, and key personnel for a company. Returns names, titles, and FactSet People IDs. Use company ticker or FactSet entity ID.

get_security_prices

Get OHLC prices for securities. Requires FactSet IDs - use match_entity first to find them. Returns open, high, low, close, volume by date. Supports date ranges and frequency options.

get_security_returns

Get total returns for securities including dividend reinvestment. Requires FactSet IDs - use match_entity first. Use for performance analysis and benchmarking.

get_dividends

Get dividend history for securities. Returns ex-date, pay-date, record-date, and amount. Requires FactSet IDs - use match_entity first. Use for income analysis.

get_splits

Get stock split history for securities. Returns split ratio, effective date, and description. Requires FactSet IDs - use match_entity first.

get_market_value

Get market capitalization and shares outstanding for securities. Requires FactSet IDs - use match_entity first. Use for valuation and size analysis.

validate_credential

Validate FactSet API credentials by making a test request. Returns success status and message.

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How to set up Merge Agent Handler

In an mcp.json file, add the configuration below, and restart Cursor.

Learn more in the official documentation ↗

1{
2  "mcpServers": {
3    "agent-handler": {
4      "url": "https://ah-api-develop.merge.dev/api/v1/tool-packs/{TOOL_PACK_ID}/registered-users/{REGISTERED_USER_ID}/mcp",
5      "headers": {
6        "Authorization": "Bearer yMt*****"
7      }
8    }
9  }
10}
11

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Open your Claude Desktop configuration file and add the server configuration below. You'll also need to restart the application for the changes to take effect.

Make sure Claude is using the Node v20+.

Learn more in the official documentation ↗

1{
2  "mcpServers": {
3    "agent-handler": {
4      "command": "npx",
5      "args": [
6        "-y",
7        "mcp-remote@latest",
8        "https://ah-api-develop.merge.dev/api/v1/tool-packs/{TOOL_PACK_ID}/registered-users/{REGISTERED_USER_ID}/mcp",
9        "--header",
10        "Authorization: Bearer ${AUTH_TOKEN}"
11      ],
12      "env": {
13        "AUTH_TOKEN": "yMt*****"
14      }
15    }
16  }
17}

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Open your Windsurf MCP configuration file and add the server configuration below.
Click on the refresh button in the top right of the Manage MCP server page or in the top right of the chat box in the box icon.

Learn more in the official documentation ↗

1{
2    "mcpServers": {
3      "agent-handler": {
4        "command": "npx",
5        "args": [
6          "-y",
7          "mcp-remote@latest",
8          "https://ah-api.merge.dev/api/v1/tool-packs/<tool-pack-id>/registered-users/<registered-user-id>/mcp",
9          "--header",
10          "Authorization: Bearer ${AUTH_TOKEN}"
11        ],
12        "env": {
13          "AUTH_TOKEN": "<ah-production-access-key>"
14        }
15      }
16    }
17  }

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In Command Palette (Cmd+Shift+P on macOS, Ctrl+Shift+P on Windows), run "MCP: Open User Configuration".

You can then add the configuration below and press "start" right under servers. Enter the auth token when prompted.

Learn more in the official documentation ↗

1{
2  "inputs": [
3    {
4      "type": "promptString",
5      "id": "agent-handler-auth",
6      "description": "Agent Handler AUTH_TOKEN", // "yMt*****" when prompt
7      "password": true
8    }
9  ],
10  "servers": {
11    "agent-handler": {
12      "type": "stdio",
13      "command": "npx",
14      "args": [
15        "-y",
16        "mcp-remote@latest",
17        "https://ah-api-develop.merge.dev/api/v1/tool-packs/{TOOL_PACK_ID}/registered-users/{REGISTERED_USER_ID}/mcp",
18        "--header",
19        "Authorization: Bearer ${input:agent-handler-auth}"
20      ]
21    }
22  }
23}

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