Factset · Capability
FactSet Portfolio Metadata API — Fields
FactSet Portfolio Metadata API — Fields. 4 operations. Lead operation: Fields. Self-contained Naftiko capability covering one Factset business surface.
What You Can Do
GET
Listuserdefinedfields
— List user defined fields
/v1/user-defined-field
GET
Listuserdefinedfieldgroups
— List user defined groups
/v1/user-defined-field-group
GET
Readuserdefinedgroup
— Read a specific user defined field group and list its fields.
/v1/user-defined-field-group/{id}
GET
Readuserdefinedfield
— Read a user defined field
/v1/user-defined-field/{id}
MCP Tools
list-user-defined-fields
List user defined fields
read-only
idempotent
list-user-defined-groups
List user defined groups
read-only
idempotent
read-specific-user-defined-field
Read a specific user defined field group and list its fields.
read-only
idempotent
read-user-defined-field
Read a user defined field
read-only
idempotent
Capability Spec
naftiko: 1.0.0-alpha2
info:
label: FactSet Portfolio Metadata API — Fields
description: 'FactSet Portfolio Metadata API — Fields. 4 operations. Lead operation: Fields. Self-contained Naftiko capability
covering one Factset business surface.'
tags:
- Factset
- Fields
created: '2026-05-19'
modified: '2026-05-19'
binds:
- namespace: env
keys:
FACTSET_API_KEY: FACTSET_API_KEY
capability:
consumes:
- type: http
namespace: portfolio-metadata-fields
baseUri: https://api.factset.com/analytics/portfolio-metadata/v1
description: FactSet Portfolio Metadata API — Fields business capability. Self-contained, no shared references.
resources:
- name: user-defined-field
path: /user-defined-field
operations:
- name: listuserdefinedfields
method: GET
description: List user defined fields
outputRawFormat: json
outputParameters:
- name: result
type: object
value: $.
inputParameters:
- name: database
in: query
type: string
description: Database where the fields are defined.
- name: name
in: query
type: string
description: Return only fields whose name includes this query
- name: group
in: query
type: string
description: Return only fields whose group includes this query
- name: _paginationLimit
in: query
type: number
description: Number of fields to return
- name: _paginationCursor
in: query
type: string
description: Cursor used for paging. Fetch items after the specified cursor
- name: user-defined-field-group
path: /user-defined-field-group
operations:
- name: listuserdefinedfieldgroups
method: GET
description: List user defined groups
outputRawFormat: json
outputParameters:
- name: result
type: object
value: $.
inputParameters:
- name: name
in: query
type: string
description: Return only files whose name includes this query
- name: _paginationLimit
in: query
type: number
description: Number of groups to return
- name: _paginationCursor
in: query
type: string
description: Cursor used for paging. Fetch items after the specified cursor
- name: user-defined-field-group-id
path: /user-defined-field-group/{id}
operations:
- name: readuserdefinedgroup
method: GET
description: Read a specific user defined field group and list its fields.
outputRawFormat: json
outputParameters:
- name: result
type: object
value: $.
inputParameters:
- name: id
in: path
type: string
description: Unique identifer for the group to be read.
required: true
- name: _paginationLimit
in: query
type: number
description: Number of fields to list from this group
- name: _paginationCursor
in: query
type: string
description: Cursor used for paging. Fetch fields after the specified cursor
- name: user-defined-field-id
path: /user-defined-field/{id}
operations:
- name: readuserdefinedfield
method: GET
description: Read a user defined field
outputRawFormat: json
outputParameters:
- name: result
type: object
value: $.
inputParameters:
- name: id
in: path
type: string
description: Unique identifier of the user defined field to be read
required: true
authentication:
type: bearer
token: '{{env.FACTSET_API_KEY}}'
exposes:
- type: rest
namespace: portfolio-metadata-fields-rest
port: 8080
description: REST adapter for FactSet Portfolio Metadata API — Fields. One Spectral-compliant resource per consumed operation,
prefixed with /v1.
resources:
- path: /v1/user-defined-field
name: user-defined-field
description: REST surface for user-defined-field.
operations:
- method: GET
name: listuserdefinedfields
description: List user defined fields
call: portfolio-metadata-fields.listuserdefinedfields
with:
database: rest.database
name: rest.name
group: rest.group
_paginationLimit: rest._paginationLimit
_paginationCursor: rest._paginationCursor
outputParameters:
- type: object
mapping: $.
- path: /v1/user-defined-field-group
name: user-defined-field-group
description: REST surface for user-defined-field-group.
operations:
- method: GET
name: listuserdefinedfieldgroups
description: List user defined groups
call: portfolio-metadata-fields.listuserdefinedfieldgroups
with:
name: rest.name
_paginationLimit: rest._paginationLimit
_paginationCursor: rest._paginationCursor
outputParameters:
- type: object
mapping: $.
- path: /v1/user-defined-field-group/{id}
name: user-defined-field-group-id
description: REST surface for user-defined-field-group-id.
operations:
- method: GET
name: readuserdefinedgroup
description: Read a specific user defined field group and list its fields.
call: portfolio-metadata-fields.readuserdefinedgroup
with:
id: rest.id
_paginationLimit: rest._paginationLimit
_paginationCursor: rest._paginationCursor
outputParameters:
- type: object
mapping: $.
- path: /v1/user-defined-field/{id}
name: user-defined-field-id
description: REST surface for user-defined-field-id.
operations:
- method: GET
name: readuserdefinedfield
description: Read a user defined field
call: portfolio-metadata-fields.readuserdefinedfield
with:
id: rest.id
outputParameters:
- type: object
mapping: $.
- type: mcp
namespace: portfolio-metadata-fields-mcp
port: 9090
transport: http
description: MCP adapter for FactSet Portfolio Metadata API — Fields. One tool per consumed operation, routed inline through
this capability's consumes block.
tools:
- name: list-user-defined-fields
description: List user defined fields
hints:
readOnly: true
destructive: false
idempotent: true
call: portfolio-metadata-fields.listuserdefinedfields
with:
database: tools.database
name: tools.name
group: tools.group
_paginationLimit: tools._paginationLimit
_paginationCursor: tools._paginationCursor
outputParameters:
- type: object
mapping: $.
- name: list-user-defined-groups
description: List user defined groups
hints:
readOnly: true
destructive: false
idempotent: true
call: portfolio-metadata-fields.listuserdefinedfieldgroups
with:
name: tools.name
_paginationLimit: tools._paginationLimit
_paginationCursor: tools._paginationCursor
outputParameters:
- type: object
mapping: $.
- name: read-specific-user-defined-field
description: Read a specific user defined field group and list its fields.
hints:
readOnly: true
destructive: false
idempotent: true
call: portfolio-metadata-fields.readuserdefinedgroup
with:
id: tools.id
_paginationLimit: tools._paginationLimit
_paginationCursor: tools._paginationCursor
outputParameters:
- type: object
mapping: $.
- name: read-user-defined-field
description: Read a user defined field
hints:
readOnly: true
destructive: false
idempotent: true
call: portfolio-metadata-fields.readuserdefinedfield
with:
id: tools.id
outputParameters:
- type: object
mapping: $.