openapi: 3.0.3 info: title: Factset Conversational API Powered by FactSet Mercury description: > The FactSet Conversational API allows clients to white-label core FactSet Mercury capabilities in a client’s chatbot experience. Request data from FactSet using a single natural language query. Start the response generation using the `/create` endpoint, poll the status using `/status`. Once the result is ready, retrieve it using `/result`. **Please note:** "Natural language" in this documentation refers to modern conversational English. Support for other languages is currently unavailable. version: 0.1.0 license: name: Apache License, Version 2.0 url: https://www.apache.org/licenses/LICENSE-2.0 contact: name: FactSet Research Systems email: api@factset.com url: https://developer.factset.com/contact servers: - url: https://api.factset.com/conversational/v0 paths: /create: post: operationId: createChat summary: Factset Create a chat request for a given natural language query. description: > Returns a chat ID for polling the response to a natural language query for financial data. This endpoint is an interface for initializing a request for an answer from FactSet Mercury, our large language model for surfacing FactSet datasets through conversational natural language queries. Use the `/create` endpoint to start generating responses for one-off questions. Responses contain a chat ID and status for the chat process. tags: - Create requestBody: description: Natural language query for FactSet data required: true content: application/json: schema: $ref: '#/components/schemas/CreateChatRequest' examples: Example question: $ref: '#/components/examples/CreateChatRequestExample' responses: '202': description: Accepted content: application/json: schema: $ref: '#/components/schemas/CreateChatResponse' examples: Example question: $ref: '#/components/examples/CreateChatResponseExample' headers: Location: description: Relative URL to check the status of the request. schema: type: string enum: - /status Api-Supported-Versions: description: Comma-separated list of supported major versions. schema: type: string example: '0' Api-Version: description: Full semantic version of the API. schema: type: string example: 0.1.0 RateLimit-Limit: description: Request limit per minute. schema: type: integer example: 50 RateLimit-Remaining: description: Number of available requests in the minute. schema: type: integer example: 49 RateLimit-Reset: description: Time remaining (in seconds) until request limit is reset. schema: type: integer example: 24 X-DataDirect-Request-Key: description: FactSet request ID. schema: type: string example: 65C6BC290A11FB4F X-RateLimit-Limit-Hour: description: Request limit per hour. schema: type: integer example: 1000 X-RateLimit-Remaining-Hour: description: Number of available requests in the hour. schema: type: integer '400': description: Bad Request content: application/json: schema: $ref: '#/components/schemas/Error' '401': description: >- Unauthorized - You are not properly authenticated for use of this API. Please make sure you are logged in to the developer portal or using a valid API key (managed [here](https://developer.factset.com/manage-api-keys)) for access. If you believe you are seeing this message in error, please reach out to your FactSet Support Team representative. content: text/plain: schema: $ref: '#/components/schemas/401UnauthorizedError' examples: Example error: $ref: '#/components/examples/401UnauthorizedErrorExample' '403': description: >- Forbidden - You do not have the entitlements enabled for this service. Please reach out to your FactSet Support Team representative to receive the proper entitlements. content: text/plain: schema: $ref: '#/components/schemas/403ForbiddenError' examples: Example error: $ref: '#/components/examples/403ForbiddenErrorExample' '429': description: >- Too Many Requests - The /create endpoint is currently rate-limited to 50 requests per minute and 1000 requests per hour for an individual organization. If you are receiving an unexpected amount of these errors, please contact the API team at [genai.offplatform@factset.com](genai.offplatform@factset.com). content: application/json: schema: $ref: '#/components/schemas/RateLimitExceededError' examples: Example error: $ref: '#/components/examples/RateLimitExceededErrorExample' headers: RateLimit-Limit: description: Request limit per minute. schema: type: integer example: 50 RateLimit-Remaining: description: Number of available requests. schema: type: integer example: 49 RateLimit-Reset: description: Time remaining (in seconds) until request limit is reset. schema: type: integer example: 24 Retry-After: description: >- How long (in seconds) to wait before attempting to send a new request. schema: type: integer example: 24 X-DataDirect-Request-Key: description: FactSet request ID. schema: type: string example: 65C6BC290A11FB4F X-RateLimit-Limit-Hour: description: Request limit per hour. schema: type: integer example: 1000 X-RateLimit-Remaining-Hour: description: Number of available requests in the hour. schema: type: integer '500': description: Internal Server Error content: application/json: schema: $ref: '#/components/schemas/Error' /status: post: operationId: getChatStatus summary: Factset Retrieve the status of a chat response process. description: > Returns the status of a chat response for a given chat conversation ID (recevied from the `/create` endpoint). Poll the `/status` endpoint with your conversation ID to confirm when your data is ready. Answers may take minutes to generate, depending on the complexity of the query. tags: - Status requestBody: description: ID representing the chat process for your query required: true content: application/json: schema: $ref: '#/components/schemas/ChatPollingRequest' examples: Example request: $ref: '#/components/examples/ChatPollingRequestExample' responses: '201': description: Created content: application/json: schema: $ref: '#/components/schemas/StatusPollResponse' examples: Example question: $ref: '#/components/examples/StatusPollResponseCreatedExample' headers: Location: description: Relative URL to the query response. schema: type: string enum: - /result Api-Supported-Versions: description: Comma-separated list of supported major versions. schema: type: string example: '0' Api-Version: description: Full semantic version of the API. schema: type: string example: 0.1.0 RateLimit-Limit: description: Request limit per second. schema: type: integer example: 10 RateLimit-Remaining: description: Number of available requests. schema: type: integer example: 9 RateLimit-Reset: description: Time remaining (in seconds) until request limit is reset. schema: type: integer example: 1 X-RateLimit-Limit-minute: description: Request limit per minute. schema: type: integer example: 300 X-RateLimit-Remaining-minute: description: Number of available requests in the current minute. schema: type: integer example: 290 X-DataDirect-Request-Key: description: FactSet request ID. schema: type: string example: 65C6BC290A11FB4F '202': description: Accepted content: application/json: schema: $ref: '#/components/schemas/StatusPollResponse' examples: Example question: $ref: '#/components/examples/StatusPollResponseAcceptedExample' headers: Location: description: Relative URL to check the status of the request. schema: type: string enum: - /status Api-Supported-Versions: description: Comma-separated list of supported major versions. schema: type: string example: '0' Api-Version: description: Full semantic version of the API. schema: type: string example: 0.1.0 RateLimit-Limit: description: Request limit per second. schema: type: integer example: 10 RateLimit-Remaining: description: Number of available requests. schema: type: integer example: 9 RateLimit-Reset: description: Time remaining (in seconds) until request limit is reset. schema: type: integer example: 1 X-RateLimit-Limit-minute: description: Request limit per minute. schema: type: integer example: 300 X-RateLimit-Remaining-minute: description: Number of available requests in the current minute. schema: type: integer example: 290 X-DataDirect-Request-Key: description: FactSet request ID. schema: type: string example: 65C6BC290A11FB4F '400': description: Bad Request content: application/json: schema: $ref: '#/components/schemas/Error' '401': description: >- Unauthorized - You are not properly authenticated for use of this API. Please make sure you are logged in to the developer portal or using a valid API key (managed [here](https://developer.factset.com/manage-api-keys)) for access. If you believe you are seeing this message in error, please reach out to your FactSet Support Team representative. content: text/plain: schema: $ref: '#/components/schemas/401UnauthorizedError' examples: Example error: $ref: '#/components/examples/401UnauthorizedErrorExample' '403': description: >- Forbidden - You do not have the entitlements enabled for this service. Please reach out to your FactSet Support Team representative to receive the proper entitlements. content: text/plain: schema: $ref: '#/components/schemas/403ForbiddenError' examples: Example error: $ref: '#/components/examples/403ForbiddenErrorExample' '429': description: >- Too Many Requests - The /status endpoint is currently rate-limited to 10 requests per second for an individual organization. If you are receiving an unexpected amount of these errors, please contact the API team at [genai.offplatform@factset.com](genai.offplatform@factset.com). content: application/json: schema: $ref: '#/components/schemas/RateLimitExceededError' examples: Example error: $ref: '#/components/examples/RateLimitExceededErrorExample' headers: RateLimit-Limit: description: Request limit per second. schema: type: integer example: 10 RateLimit-Remaining: description: Number of available requests. schema: type: integer example: 9 RateLimit-Reset: description: Time remaining (in seconds) until request limit is reset. schema: type: integer example: 1 Retry-After: description: >- How long (in seconds) to wait before attempting to send a new request. schema: type: integer example: 1 X-RateLimit-Limit-minute: description: Request limit per minute. schema: type: integer example: 300 X-RateLimit-Remaining-minute: description: Number of available requests in the current minute. schema: type: integer example: 290 X-DataDirect-Request-Key: description: FactSet request ID. schema: type: string example: 65C6BC290A11FB4F '500': description: Internal Server Error content: application/json: schema: $ref: '#/components/schemas/Error' /result: post: operationId: getChatResult summary: Factset Retrieve the completed response for your query. description: > Returns FactSet content and data in response to the query provided to the `/create` endpoint. This endpoint is the final step in the single-question request process. Responses contain a combination of Microsoft Adaptive Cards for data/tables and markdown for text. tags: - Result requestBody: description: ID representing the chat process for your query required: true content: application/json: schema: $ref: '#/components/schemas/ChatPollingRequest' examples: Example request: $ref: '#/components/examples/ChatPollingRequestExample' responses: '200': description: OK content: application/json: schema: $ref: '#/components/schemas/QueryResponse' examples: Example question: $ref: '#/components/examples/QueryResponseExample' headers: Api-Supported-Versions: description: Comma-separated list of supported major versions. schema: type: string example: '0' Api-Version: description: Full semantic version of the API. schema: type: string example: 0.1.0 RateLimit-Limit: description: Request limit per second. schema: type: integer example: 10 RateLimit-Remaining: description: Number of available requests. schema: type: integer example: 9 RateLimit-Reset: description: Time remaining (in seconds) until request limit is reset. schema: type: integer example: 1 X-RateLimit-Limit-minute: description: Request limit per minute. schema: type: integer example: 300 X-RateLimit-Remaining-minute: description: Number of available requests in the current minute. schema: type: integer example: 290 X-DataDirect-Request-Key: description: FactSet request ID. schema: type: string example: 65C6BC290A11FB4F '400': description: Bad Request content: application/json: schema: $ref: '#/components/schemas/Error' '401': description: >- Unauthorized - You are not properly authenticated for use of this API. Please make sure you are logged in to the developer portal or using a valid API key (managed [here](https://developer.factset.com/manage-api-keys)) for access. If you believe you are seeing this message in error, please reach out to your FactSet Support Team representative. content: text/plain: schema: $ref: '#/components/schemas/401UnauthorizedError' examples: Example error: $ref: '#/components/examples/401UnauthorizedErrorExample' '403': description: >- Forbidden - You do not have the entitlements enabled for this service. Please reach out to your FactSet Support Team representative to receive the proper entitlements. content: text/plain: schema: $ref: '#/components/schemas/403ForbiddenError' examples: Example error: $ref: '#/components/examples/403ForbiddenErrorExample' '429': description: >- Too Many Requests - The /result endpoint is currently rate-limited to 10 requests per second for an individual organization. If you are receiving an unexpected amount of these errors, please contact the API team at [genai.offplatform@factset.com](genai.offplatform@factset.com). content: application/json: schema: $ref: '#/components/schemas/RateLimitExceededError' examples: Example error: $ref: '#/components/examples/RateLimitExceededErrorExample' headers: RateLimit-Limit: description: Request limit per second. schema: type: integer example: 10 RateLimit-Remaining: description: Number of available requests. schema: type: integer example: 9 RateLimit-Reset: description: Time remaining (in seconds) until request limit is reset. schema: type: integer example: 1 Retry-After: description: >- How long (in seconds) to wait before attempting to send a new request. schema: type: integer example: 1 X-RateLimit-Limit-minute: description: Request limit per minute. schema: type: integer example: 300 X-RateLimit-Remaining-minute: description: Number of available requests in the current minute. schema: type: integer example: 290 X-DataDirect-Request-Key: description: FactSet request ID. schema: type: string example: 65C6BC290A11FB4F '500': description: Internal Server Error content: application/json: schema: $ref: '#/components/schemas/Error' components: securitySchemes: FactSetOAuth2: type: oauth2 flows: clientCredentials: tokenUrl: https://auth.factset.com/as/token.oauth2 scopes: {} FactSetApiKey: type: http scheme: basic schemas: CreateChatRequest: description: Request body containing the query to be sent to the LLM properties: data: type: object required: - query properties: query: description: Natural language query for FactSet data type: string title: Query required: - data type: object CreateChatResponse: description: Response from `/create` containing the chat ID and executing status type: object properties: data: type: object properties: conversationId: type: string format: uuid status: type: string enum: - executing ChatPollingRequest: description: Request body containing the chat conversation ID type: object properties: data: type: object properties: conversationId: type: string format: uuid StatusPollResponse: description: >- Response from `/status` containing the chat ID and status of chat processing type: object properties: data: type: object properties: conversationId: type: string format: uuid status: type: string enum: - executing - created QueryResponse: description: >- Query response body containing data from FactSet's Mercury LLM and metadata describing the model interaction type: object properties: data: type: object properties: id: type: string format: uuid data: type: array items: $ref: '#/components/schemas/FederationData' required: - data Error: description: Wrapper containing metadata and appropriate errors as thrown by the API type: object properties: errors: type: array items: $ref: '#/components/schemas/ErrorObject' ErrorObject: description: Represents a single error, with error name and identifiers type: object properties: id: type: string title: type: string code: type: string RateLimitExceededError: description: Error response when rate limit has been exceeded. type: object properties: message: type: string enum: - API rate limit exceeded 401UnauthorizedError: description: Error response for a user without authentication to use the API. type: string 403ForbiddenError: description: Error response for a user without entitlements to the API. type: string FederationData: description: >- Data surfaced by processing the query through FactSet Mercury. Contains financial data, if accessible and available, as well as natural language answer to the query type: object properties: type: description: | Data type contained in the FederationData value. type: string enum: - string - AdaptiveCard - NextStep nullable: true value: $ref: '#/components/schemas/FederationDataValue' FederationDataValue: oneOf: - $ref: '#/components/schemas/String' - $ref: '#/components/schemas/AdaptiveCard' - $ref: '#/components/schemas/NextStep' String: description: > String: Chat response to the query. Provides an answer to the question or references further attached data. `Value` property of parent FederationData contains a string with natural language. type: string AdaptiveCard: description: > AdaptiveCard: Microsoft Adaptive Card containing response data surfaced from FactSet content sets. `Value` property of parent FederationData contains a JSON serialized presentation of a Microsoft Adaptive Card. See [Microsoft docs](https://learn.microsoft.com/en-us/adaptive-cards/) for Adaptive Card documentation, and the [Adaptive Card schema explorer](https://adaptivecards.io/explorer/) for schema details. type: object properties: data: type: object properties: type: type: string version: type: string required: - type - version additionalProperties: true NextStep: description: > NextStep: A serialized list of `action` items, which are directives to a front-end application to perform a certain task i.e. open a FactSet application or component, download an Excel file. type: array items: anyOf: - $ref: '#/components/schemas/OpenComponent' - $ref: '#/components/schemas/OpenUrl' - $ref: '#/components/schemas/OpenActiveGraph' OpenComponent: type: object properties: action: type: string enum: - OpenComponent name: type: string label: type: string category: type: string parameters: type: object report: type: object properties: fdsup: type: string http: type: string OpenUrl: type: object properties: action: type: string enum: - OpenUrl label: type: string category: type: string url: type: object properties: fdsup: type: string http: type: string OpenActiveGraph: type: object properties: action: type: string enum: - OpenActiveGraph label: type: string xml: type: string examples: CreateChatRequestExample: value: data: query: What is Tesla's enterprise value? CreateChatResponseExample: value: data: conversationId: 9c1031c2-5463-47ae-81b3-126a68f0c2a6 status: executing ChatPollingRequestExample: value: data: conversationId: 9c1031c2-5463-47ae-81b3-126a68f0c2a6 StatusPollResponseAcceptedExample: value: data: conversationId: 9c1031c2-5463-47ae-81b3-126a68f0c2a6 status: executing StatusPollResponseCreatedExample: value: data: conversationId: 9c1031c2-5463-47ae-81b3-126a68f0c2a6 status: created QueryResponseExample: value: data: id: 9c1031c2-5463-47ae-81b3-126a68f0c2a6 data: - type: string value: >- These banks are ranked to compare the percentage of commercial real estate (CRE) loans to their total loan portfolios to show which have the least exposure to the downturn in commercial occupancy rates. - type: AdaptiveCard value: type: AdaptiveCard version: '1.3' body: - type: TextBlock size: large weight: lighter text: Tesla, Inc. (TSLA-US) - type: ColumnSet columns: - type: Column width: auto items: - type: TextBlock size: extraLarge text: $619.4 B verticalContentAlignment: bottom spacing: extraLarge - type: Column width: auto items: - type: TextBlock size: medium color: light text: Enterprise Value verticalContentAlignment: bottom spacing: extraLarge - type: Image url: >- 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ludGVyLWV2ZW50czogbm9uZTsgbGVmdDogMHB4OyB0b3A6IDBweDsiLz48c3ZnIHdpZHRoPSI0MDAiIGhlaWdodD0iMTgwIiB2aWV3Qm94PSIwIDAgNDAwIDE4MCIgc3R5bGU9InBvc2l0aW9uOiBhYnNvbHV0ZTsgcG9pbnRlci1ldmVudHM6IG5vbmU7IGxlZnQ6IDBweDsgdG9wOiAwcHg7Ii8+PHN2ZyB3aWR0aD0iNDAwIiBoZWlnaHQ9IjE4MCIgdmlld0JveD0iMCAwIDQwMCAxODAiIHN0eWxlPSJwb3NpdGlvbjogYWJzb2x1dGU7IHBvaW50ZXItZXZlbnRzOiBub25lOyBsZWZ0OiAwcHg7IHRvcDogMHB4OyIvPjwvc3ZnPg== - type: TextBlock size: small color: light isSubtle: true text: As of 06 Feb 2024 - type: NextStep value: - action: OpenComponent name: fusion component name label: View All 50 Banks by CRE % of Total Loans category: Company/Security parameters: key1: value1 key2: value2 report: fdsup: fdsup://... http: http://... - action: OpenActiveGraph label: Download as Active Graph xml: - action: OpenUrl label: Screen for Similar Companies category: Screening url: fdsup: fdsup://... http: http://... RateLimitExceededErrorExample: value: message: API rate limit exceeded 401UnauthorizedErrorExample: value: Authentication Failed 403ForbiddenErrorExample: value: >- Client does not have the required CACCESS: {00QAI}, Request key: 65CA96B3129489A6 security: - FactSetApiKey: [] - FactSetOAuth2: [] tags: - name: Create - name: Result - name: Status externalDocs: description: API Documentation url: >- https://developer.factset.com/api-catalog/conversational-api-powered-factset-mercury