+
Redbird MCP Integration

Connect FactSet to Gemini with Redbird MCP

Connect FactSet to Gemini through Redbird MCP and work with your financial data directly from chat. Query company fundamentals, pull earnings estimates, analyze portfolio holdings, and run screenings—all without leaving your AI interface.

Work with FactSet in Gemini through Redbird MCP

Your team can ask Gemini to query, update, and automate FactSet data — all through Redbird MCP, directly from the chat interface.

Query

Query company financials and fundamentals from Gemini

Ask Gemini for balance sheets, income statements, and key metrics for any company in FactSet through Redbird. Get instant access to global financial data without opening the FactSet terminal.

Report

Pull analyst estimates and earnings data into chat

Retrieve consensus estimates, earnings revisions, and analyst ratings through Redbird MCP. Ask Gemini to surface estimate changes, surprises, and trends across your coverage universe.

Report

Run portfolio analytics and attribution from Gemini

Analyze holdings, performance, and risk metrics by asking Gemini to pull portfolio data from FactSet through Redbird. Generate attribution reports and compare benchmark performance directly in chat.

Query

Screen for investment opportunities using natural language

Run equity and fixed income screens by describing your criteria to Gemini through Redbird. Filter companies by valuation, growth, quality, or custom metrics without building complex queries.

Alert

Monitor ownership changes and institutional activity

Ask Gemini to track institutional holder changes, insider transactions, and ownership trends from FactSet through Redbird MCP. Get alerts when key investors adjust positions in your watchlist.

Three steps to connect FactSet to Gemini

Redbird MCP bridges your tools with your AI chat — securely connecting FactSet so Gemini can read and write your data on demand.

01

Connect FactSet to Redbird

Authorize Redbird to access your FactSet account. Redbird MCP handles authentication and permissions securely — no code required.

02

Open Gemini

Open your Gemini chat interface. Redbird MCP is available as a connected tool, giving Gemini access to your FactSet data and workflows.

03

Ask about company financials and estimates

Ask Gemini anything about your FactSet data through Redbird — query records, trigger updates, generate reports, or move data to other connected tools.

Redbird enables data movement in any direction

Through Redbird MCP, Gemini can read from FactSet, write to FactSet, and move data between FactSet and other connected tools — all from a single chat message.

Read

Pull earnings estimates from FactSet into Gemini

Ask Gemini to retrieve consensus estimates, revisions, and guidance for any ticker through Redbird. Surface the latest analyst forecasts and estimate trends without leaving chat.

Write

Update watchlists and saved screens in FactSet

Tell Gemini to add tickers to your FactSet watchlists or modify screening criteria through Redbird MCP. Keep your research workspace current from the chat interface.

Cross-tool

Send FactSet portfolio data to Google Sheets

Ask Gemini to pull holdings and performance metrics from FactSet and write them to a Google Sheet through Redbird. Automate the flow of portfolio data into your reporting templates without manual exports.

Ready to bring FactSet into Gemini?

Bring FactSet's financial data and analytics into Gemini through Redbird MCP. Query fundamentals, track estimates, and run portfolio analytics—all from your AI chat interface.

Get started → Book a demo