Microsoft Copilot security directory

FactSet

Published by FactSet Research Systems

Medium risk

Prepare for client meetings using the FactSet connector to access key company information in a custom branded, presentation ready PDF. Stay on top of relevant news and events for companies of interest and highlight important topics to drive your discussion with FactSet Signals. Alternatively, use Digital Cards to collaborate with colleagues and send summaries of actionable insights via Teams.

Security assessment

Plutonium assessed this connector for permissions, capabilities, and security-relevant behavior.

  • Reads your private information: This connector can read data the connected service holds about you - documents, messages, contact lists, source code, customer records, or saved profile details - and pass it back to the AI.
  • Can change or update your information: This connector can edit, rename, overwrite, or otherwise modify records in the connected service. If a request gets manipulated, your data could be altered without you noticing.
  • Sends your data to outside companies: Anything you share with this connector flows to a third-party service. That company sees, stores, and may use the data according to their own policies.

Available capabilities

This add-on exposes 8 tools or capabilities.

  • BookBuilder - Create Book from Template
  • BookBuilder - Get Book List
  • BookBuilder - Get PDF
  • BookBuilder - Get Template List
  • NER - Entities
  • Signals - Adaptive Card
  • Signals - Details
  • Signals - Headlines

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