Factset · Capability

FactSet Portfolio — Models

FactSet Portfolio — Models. 9 operations. Lead operation: Factset Create or Update an Existing Model Account. Self-contained Naftiko capability covering one Factset business surface.

Run with Naftiko FactsetModels

What You Can Do

PUT

Createorupdatemodelaccount — Factset Create or Update an Existing Model Account

/v1/analytics/accounts/v3/models/{name}

DELETE

Deleteamodelaccount — Factset Delete Model Account, Takes an Account Path and Name and Deletes It.

/v1/analytics/accounts/v3/models/{name}

GET

Getaccount — Factset Get Account Endpoint, Takes an Account Name and Returns Underlying Data

/v1/analytics/accounts/v3/models/{name}

DELETE

Deletemodelaccountbydate — Factset Delete All Entries for a Date or Specific Symbol Entries for a Date From a Previously Created Account.

/v1/analytics/accounts/v3/models/{name}/dates/{date}

GET

Getaccountfordate — Factset Get Account Endpoint, Takes an Account Name, Date and Returns Underlying Data for That Date

/v1/analytics/accounts/v3/models/{name}/dates/{date}

GET

Getaccountfordateandsymbol — Factset Get Account Endpoint, Takes an Account Name and Returns Underlying Data

/v1/analytics/accounts/v3/models/{name}/dates/{date}/symbols/{symbol}

GET

Getaccountschema — Factset Get Account Schema Endpoint, Takes an Account Name and Returns Its Schema

/v1/analytics/accounts/v3/models/{name}/schema

DELETE

Deletemodelaccountbysymbol — Factset Delete All Entries for a Symbol or Specific Date Entries for a Symbol From a Previously Created Account.

/v1/analytics/accounts/v3/models/{name}/symbols/{symbol}

GET

Getaccountforsymbol — Factset Get Account Endpoint, Takes an Account Name, Symbol and Returns Underlying Data for That Symbol

naftiko: 1.0.0-alpha2
info:
  label: FactSet Portfolio — Models
  description: 'FactSet Portfolio — Models. 9 operations. Lead operation: Factset Create or Update an Existing Model Account.
    Self-contained Naftiko capability covering one Factset business surface.'
  tags:
  - Factset
  - Models
  created: '2026-05-19'
  modified: '2026-05-19'
binds:
- namespace: env
  keys:
    FACTSET_API_KEY: FACTSET_API_KEY
capability:
  consumes:
  - type: http
    namespace: portfolio-models
    baseUri: https://api.factset.com
    description: FactSet Portfolio — Models business capability. Self-contained, no shared references.
    resources:
    - name: analytics-accounts-v3-models-name
      path: /analytics/accounts/v3/models/{name}
      operations:
      - name: createorupdatemodelaccount
        method: PUT
        description: Factset Create or Update an Existing Model Account
        outputRawFormat: json
        outputParameters:
        - name: result
          type: object
          value: $.
        inputParameters:
        - name: name
          in: path
          type: string
          description: The path and filename of the model account to create or update
          required: true
        - name: body
          in: body
          type: object
          description: Request body (JSON).
          required: false
      - name: deleteamodelaccount
        method: DELETE
        description: Factset Delete Model Account, Takes an Account Path and Name and Deletes It.
        outputRawFormat: json
        outputParameters:
        - name: result
          type: object
          value: $.
        inputParameters:
        - name: name
          in: path
          type: string
          description: The path and filename of model account to delete
          required: true
      - name: getaccount
        method: GET
        description: Factset Get Account Endpoint, Takes an Account Name and Returns Underlying Data
        outputRawFormat: json
        outputParameters:
        - name: result
          type: object
          value: $.
        inputParameters:
        - name: name
          in: path
          type: string
          description: The path and filename of the account to get
          required: true
        - name: format
          in: query
          type: string
          description: Optional format for the response, supported formats are JsonStach and AccountModel
    - name: analytics-accounts-v3-models-name-dates-date
      path: /analytics/accounts/v3/models/{name}/dates/{date}
      operations:
      - name: deletemodelaccountbydate
        method: DELETE
        description: Factset Delete All Entries for a Date or Specific Symbol Entries for a Date From a Previously Created
          Account.
        outputRawFormat: json
        outputParameters:
        - name: result
          type: object
          value: $.
        inputParameters:
        - name: name
          in: path
          type: string
          description: The filename of model account to delete
          required: true
        - name: date
          in: path
          type: string
          description: The date from the given file name to delete
          required: true
        - name: symbols
          in: query
          type: array
          description: The symbols from the given file name and date to delete (Maximum 10 symbols are allowed)
      - name: getaccountfordate
        method: GET
        description: Factset Get Account Endpoint, Takes an Account Name, Date and Returns Underlying Data for That Date
        outputRawFormat: json
        outputParameters:
        - name: result
          type: object
          value: $.
        inputParameters:
        - name: name
          in: path
          type: string
          description: The path and filename of the account to get
          required: true
        - name: date
          in: path
          type: string
          description: The date for which data needs to be updated
          required: true
        - name: format
          in: query
          type: string
          description: Optional format for the response, supported formats are JsonStach and AccountModel
    - name: analytics-accounts-v3-models-name-dates-date-symbols-symbol
      path: /analytics/accounts/v3/models/{name}/dates/{date}/symbols/{symbol}
      operations:
      - name: getaccountfordateandsymbol
        method: GET
        description: Factset Get Account Endpoint, Takes an Account Name and Returns Underlying Data
        outputRawFormat: json
        outputParameters:
        - name: result
          type: object
          value: $.
        inputParameters:
        - name: name
          in: path
          type: string
          description: The path and filename of the account to get
          required: true
        - name: symbol
          in: path
          type: string
          description: The symbol for which data needs to be updated
          required: true
        - name: date
          in: path
          type: string
          description: The date for which data needs to be updated
          required: true
        - name: format
          in: query
          type: string
          description: Optional format for the response, supported formats are JsonStach and AccountModel
    - name: analytics-accounts-v3-models-name-schema
      path: /analytics/accounts/v3/models/{name}/schema
      operations:
      - name: getaccountschema
        method: GET
        description: Factset Get Account Schema Endpoint, Takes an Account Name and Returns Its Schema
        outputRawFormat: json
        outputParameters:
        - name: result
          type: object
          value: $.
        inputParameters:
        - name: name
          in: path
          type: string
          description: The path and filename of the account to get its schema
          required: true
    - name: analytics-accounts-v3-models-name-symbols-symbol
      path: /analytics/accounts/v3/models/{name}/symbols/{symbol}
      operations:
      - name: deletemodelaccountbysymbol
        method: DELETE
        description: Factset Delete All Entries for a Symbol or Specific Date Entries for a Symbol From a Previously Created
          Account.
        outputRawFormat: json
        outputParameters:
        - name: result
          type: object
          value: $.
        inputParameters:
        - name: name
          in: path
          type: string
          description: The filename of model account to delete
          required: true
        - name: symbol
          in: path
          type: string
          description: The symbol from the given file name to delete
          required: true
        - name: dates
          in: query
          type: array
          description: The dates from the given file name and symbol to delete (Maximum 10 dates are allowed)
      - name: getaccountforsymbol
        method: GET
        description: Factset Get Account Endpoint, Takes an Account Name, Symbol and Returns Underlying Data for That Symbol
        outputRawFormat: json
        outputParameters:
        - name: result
          type: object
          value: $.
        inputParameters:
        - name: name
          in: path
          type: string
          description: The path and filename of the account to get
          required: true
        - name: symbol
          in: path
          type: string
          description: The symbol for which data needs to be updated
          required: true
        - name: format
          in: query
          type: string
          description: Optional format for the response, supported formats are JsonStach and AccountModel
    authentication:
      type: bearer
      token: '{{env.FACTSET_API_KEY}}'
  exposes:
  - type: rest
    namespace: portfolio-models-rest
    port: 8080
    description: REST adapter for FactSet Portfolio — Models. One Spectral-compliant resource per consumed operation, prefixed
      with /v1.
    resources:
    - path: /v1/analytics/accounts/v3/models/{name}
      name: analytics-accounts-v3-models-name
      description: REST surface for analytics-accounts-v3-models-name.
      operations:
      - method: PUT
        name: createorupdatemodelaccount
        description: Factset Create or Update an Existing Model Account
        call: portfolio-models.createorupdatemodelaccount
        with:
          name: rest.name
          body: rest.body
        outputParameters:
        - type: object
          mapping: $.
      - method: DELETE
        name: deleteamodelaccount
        description: Factset Delete Model Account, Takes an Account Path and Name and Deletes It.
        call: portfolio-models.deleteamodelaccount
        with:
          name: rest.name
        outputParameters:
        - type: object
          mapping: $.
      - method: GET
        name: getaccount
        description: Factset Get Account Endpoint, Takes an Account Name and Returns Underlying Data
        call: portfolio-models.getaccount
        with:
          name: rest.name
          format: rest.format
        outputParameters:
        - type: object
          mapping: $.
    - path: /v1/analytics/accounts/v3/models/{name}/dates/{date}
      name: analytics-accounts-v3-models-name-dates-date
      description: REST surface for analytics-accounts-v3-models-name-dates-date.
      operations:
      - method: DELETE
        name: deletemodelaccountbydate
        description: Factset Delete All Entries for a Date or Specific Symbol Entries for a Date From a Previously Created
          Account.
        call: portfolio-models.deletemodelaccountbydate
        with:
          name: rest.name
          date: rest.date
          symbols: rest.symbols
        outputParameters:
        - type: object
          mapping: $.
      - method: GET
        name: getaccountfordate
        description: Factset Get Account Endpoint, Takes an Account Name, Date and Returns Underlying Data for That Date
        call: portfolio-models.getaccountfordate
        with:
          name: rest.name
          date: rest.date
          format: rest.format
        outputParameters:
        - type: object
          mapping: $.
    - path: /v1/analytics/accounts/v3/models/{name}/dates/{date}/symbols/{symbol}
      name: analytics-accounts-v3-models-name-dates-date-symbols-symbol
      description: REST surface for analytics-accounts-v3-models-name-dates-date-symbols-symbol.
      operations:
      - method: GET
        name: getaccountfordateandsymbol
        description: Factset Get Account Endpoint, Takes an Account Name and Returns Underlying Data
        call: portfolio-models.getaccountfordateandsymbol
        with:
          name: rest.name
          symbol: rest.symbol
          date: rest.date
          format: rest.format
        outputParameters:
        - type: object
          mapping: $.
    - path: /v1/analytics/accounts/v3/models/{name}/schema
      name: analytics-accounts-v3-models-name-schema
      description: REST surface for analytics-accounts-v3-models-name-schema.
      operations:
      - method: GET
        name: getaccountschema
        description: Factset Get Account Schema Endpoint, Takes an Account Name and Returns Its Schema
        call: portfolio-models.getaccountschema
        with:
          name: rest.name
        outputParameters:
        - type: object
          mapping: $.
    - path: /v1/analytics/accounts/v3/models/{name}/symbols/{symbol}
      name: analytics-accounts-v3-models-name-symbols-symbol
      description: REST surface for analytics-accounts-v3-models-name-symbols-symbol.
      operations:
      - method: DELETE
        name: deletemodelaccountbysymbol
        description: Factset Delete All Entries for a Symbol or Specific Date Entries for a Symbol From a Previously Created
          Account.
        call: portfolio-models.deletemodelaccountbysymbol
        with:
          name: rest.name
          symbol: rest.symbol
          dates: rest.dates
        outputParameters:
        - type: object
          mapping: $.
      - method: GET
        name: getaccountforsymbol
        description: Factset Get Account Endpoint, Takes an Account Name, Symbol and Returns Underlying Data for That Symbol
        call: portfolio-models.getaccountforsymbol
        with:
          name: rest.name
          symbol: rest.symbol
          format: rest.format
        outputParameters:
        - type: object
          mapping: $.
  - type: mcp
    namespace: portfolio-models-mcp
    port: 9090
    transport: http
    description: MCP adapter for FactSet Portfolio — Models. One tool per consumed operation, routed inline through this capability's
      consumes block.
    tools:
    - name: factset-create-update-existing-model
      description: Factset Create or Update an Existing Model Account
      hints:
        readOnly: false
        destructive: false
        idempotent: true
      call: portfolio-models.createorupdatemodelaccount
      with:
        name: tools.name
        body: tools.body
      outputParameters:
      - type: object
        mapping: $.
    - name: factset-delete-model-account-takes
      description: Factset Delete Model Account, Takes an Account Path and Name and Deletes It.
      hints:
        readOnly: false
        destructive: true
        idempotent: true
      call: portfolio-models.deleteamodelaccount
      with:
        name: tools.name
      outputParameters:
      - type: object
        mapping: $.
    - name: factset-get-account-endpoint-takes
      description: Factset Get Account Endpoint, Takes an Account Name and Returns Underlying Data
      hints:
        readOnly: true
        destructive: false
        idempotent: true
      call: portfolio-models.getaccount
      with:
        name: tools.name
        format: tools.format
      outputParameters:
      - type: object
        mapping: $.
    - name: factset-delete-all-entries-date
      description: Factset Delete All Entries for a Date or Specific Symbol Entries for a Date From a Previously Created Account.
      hints:
        readOnly: false
        destructive: true
        idempotent: true
      call: portfolio-models.deletemodelaccountbydate
      with:
        name: tools.name
        date: tools.date
        symbols: tools.symbols
      outputParameters:
      - type: object
        mapping: $.
    - name: factset-get-account-endpoint-takes-2
      description: Factset Get Account Endpoint, Takes an Account Name, Date and Returns Underlying Data for That Date
      hints:
        readOnly: true
        destructive: false
        idempotent: true
      call: portfolio-models.getaccountfordate
      with:
        name: tools.name
        date: tools.date
        format: tools.format
      outputParameters:
      - type: object
        mapping: $.
    - name: factset-get-account-endpoint-takes-3
      description: Factset Get Account Endpoint, Takes an Account Name and Returns Underlying Data
      hints:
        readOnly: true
        destructive: false
        idempotent: true
      call: portfolio-models.getaccountfordateandsymbol
      with:
        name: tools.name
        symbol: tools.symbol
        date: tools.date
        format: tools.format
      outputParameters:
      - type: object
        mapping: $.
    - name: factset-get-account-schema-endpoint
      description: Factset Get Account Schema Endpoint, Takes an Account Name and Returns Its Schema
      hints:
        readOnly: true
        destructive: false
        idempotent: true
      call: portfolio-models.getaccountschema
      with:
        name: tools.name
      outputParameters:
      - type: object
        mapping: $.
    - name: factset-delete-all-entries-symbol
      description: Factset Delete All Entries for a Symbol or Specific Date Entries for a Symbol From a Previously Created
        Account.
      hints:
        readOnly: false
        destructive: true
        idempotent: true
      call: portfolio-models.deletemodelaccountbysymbol
      with:
        name: tools.name
        symbol: tools.symbol
        dates: tools.dates
      outputParameters:
      - type: object
        mapping: $.
    - name: factset-get-account-endpoint-takes-4
      description: Factset Get Account Endpoint, Takes an Account Name, Symbol and Returns Underlying Data for That Symbol
      hints:
        readOnly: true
        destructive: false
        idempotent: true
      call: portfolio-models.getaccountforsymbol
      with:
        name: tools.name
        symbol: tools.symbol
        format: tools.format
      outputParameters:
      - type: object
        mapping: $.