Factset · Capability

Factset Investment Banking Office Refresh API — Refresh

Factset Investment Banking Office Refresh API — Refresh. 3 operations. Lead operation: Factset Upload a spreadsheet file. Self-contained Naftiko capability covering one Factset business surface.

Run with Naftiko FactsetRefresh

What You Can Do

POST
Postworkbook — Factset Upload a spreadsheet file
/v1/refresh/calculate
GET
Getfilebyid — Factset Retrieve a calculated file by resource ID.
/v1/refresh/{id}
GET
Getstatusbyid — Factset Get the status of the refresh job with the given resource ID
/v1/refresh/{id}/status

MCP Tools

factset-upload-spreadsheet-file

Factset Upload a spreadsheet file

factset-retrieve-calculated-file-resource

Factset Retrieve a calculated file by resource ID.

read-only idempotent
factset-get-status-refresh-job

Factset Get the status of the refresh job with the given resource ID

read-only idempotent

Capability Spec

investment-banking-office-refresh-refresh.yaml Raw ↑
naftiko: 1.0.0-alpha2
info:
  label: Factset Investment Banking Office Refresh API — Refresh
  description: 'Factset Investment Banking Office Refresh API — Refresh. 3 operations. Lead operation: Factset Upload a spreadsheet
    file. Self-contained Naftiko capability covering one Factset business surface.'
  tags:
  - Factset
  - Refresh
  created: '2026-05-19'
  modified: '2026-05-19'
binds:
- namespace: env
  keys:
    FACTSET_API_KEY: FACTSET_API_KEY
capability:
  consumes:
  - type: http
    namespace: investment-banking-office-refresh-refresh
    baseUri: https://api.factset.com/office-refresh/v1
    description: Factset Investment Banking Office Refresh API — Refresh business capability. Self-contained, no shared references.
    resources:
    - name: refresh-calculate
      path: /refresh/calculate
      operations:
      - name: postworkbook
        method: POST
        description: Factset Upload a spreadsheet file
        outputRawFormat: json
        outputParameters:
        - name: result
          type: object
          value: $.
        inputParameters:
        - name: nowHandlingEnabled
          in: query
          type: boolean
          description: Return \#VALUE for =FDS codes dependent on NOW(). Default is true. For more information on volatile
            code handling, see Online Assistant https://my.apps.factset.
        - name: refreshAutoFilters
          in: query
          type: boolean
          description: 'Option to refresh =FDS codes within autofilters.  Codes that are filtered out will not be refreshed,
            unless this option is set to true.  Default is false.  For '
        - name: resizeArrays
          in: query
          type: boolean
          description: Option to allow automatic array-resizing, which allows you to return a time series of data without
            manually setting an array.  Default is true.  For more inform
        - name: body
          in: body
          type: object
          description: Request body (JSON).
          required: true
    - name: refresh-id
      path: /refresh/{id}
      operations:
      - name: getfilebyid
        method: GET
        description: Factset Retrieve a calculated file by resource ID.
        outputRawFormat: json
        outputParameters:
        - name: result
          type: object
          value: $.
    - name: refresh-id-status
      path: /refresh/{id}/status
      operations:
      - name: getstatusbyid
        method: GET
        description: Factset Get the status of the refresh job with the given resource ID
        outputRawFormat: json
        outputParameters:
        - name: result
          type: object
          value: $.
    authentication:
      type: bearer
      token: '{{env.FACTSET_API_KEY}}'
  exposes:
  - type: rest
    namespace: investment-banking-office-refresh-refresh-rest
    port: 8080
    description: REST adapter for Factset Investment Banking Office Refresh API — Refresh. One Spectral-compliant resource
      per consumed operation, prefixed with /v1.
    resources:
    - path: /v1/refresh/calculate
      name: refresh-calculate
      description: REST surface for refresh-calculate.
      operations:
      - method: POST
        name: postworkbook
        description: Factset Upload a spreadsheet file
        call: investment-banking-office-refresh-refresh.postworkbook
        with:
          nowHandlingEnabled: rest.nowHandlingEnabled
          refreshAutoFilters: rest.refreshAutoFilters
          resizeArrays: rest.resizeArrays
          body: rest.body
        outputParameters:
        - type: object
          mapping: $.
    - path: /v1/refresh/{id}
      name: refresh-id
      description: REST surface for refresh-id.
      operations:
      - method: GET
        name: getfilebyid
        description: Factset Retrieve a calculated file by resource ID.
        call: investment-banking-office-refresh-refresh.getfilebyid
        outputParameters:
        - type: object
          mapping: $.
    - path: /v1/refresh/{id}/status
      name: refresh-id-status
      description: REST surface for refresh-id-status.
      operations:
      - method: GET
        name: getstatusbyid
        description: Factset Get the status of the refresh job with the given resource ID
        call: investment-banking-office-refresh-refresh.getstatusbyid
        outputParameters:
        - type: object
          mapping: $.
  - type: mcp
    namespace: investment-banking-office-refresh-refresh-mcp
    port: 9090
    transport: http
    description: MCP adapter for Factset Investment Banking Office Refresh API — Refresh. One tool per consumed operation,
      routed inline through this capability's consumes block.
    tools:
    - name: factset-upload-spreadsheet-file
      description: Factset Upload a spreadsheet file
      hints:
        readOnly: false
        destructive: false
        idempotent: false
      call: investment-banking-office-refresh-refresh.postworkbook
      with:
        nowHandlingEnabled: tools.nowHandlingEnabled
        refreshAutoFilters: tools.refreshAutoFilters
        resizeArrays: tools.resizeArrays
        body: tools.body
      outputParameters:
      - type: object
        mapping: $.
    - name: factset-retrieve-calculated-file-resource
      description: Factset Retrieve a calculated file by resource ID.
      hints:
        readOnly: true
        destructive: false
        idempotent: true
      call: investment-banking-office-refresh-refresh.getfilebyid
      outputParameters:
      - type: object
        mapping: $.
    - name: factset-get-status-refresh-job
      description: Factset Get the status of the refresh job with the given resource ID
      hints:
        readOnly: true
        destructive: false
        idempotent: true
      call: investment-banking-office-refresh-refresh.getstatusbyid
      outputParameters:
      - type: object
        mapping: $.