Morningstar

Morningstar

MCP Server to interact with Morningstar Research, Editorial and Datapoints

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Overview

Morningstar MCP Server exposes two core tools via MCP: the Morningstar Datapoint Tool and the Morningstar Articles Tool. The Datapoint Tool fetches latest values for a broad set of Morningstar datapoints—market capitalization, ratings, fair value ratio and estimate, last closing price, total return, economic moat, earnings per share (EPS), net asset value (NAV), fund size, sector, domicile, primary share, and more—for quick, simple datapoint lookups on securities such as stocks or funds. The Articles Tool provides answers on finance, investing, sustainable investing, investment strategies, portfolio design, and retirement, drawing on Morningstar's published research, analyses, methodologies, and thematic research. This content represents Morningstar’s opinion and research and is not intended to provide factual information about a stock or fund’s rating, price, fair value, or performance. Authentication requires contacting Morningstar for an Auth Token and dedicated endpoints. The repository is currently archived and ongoing development is performed outside this repo. These tools are designed to be consumed via MCP, enabling integration into analytics workflows and decision-making processes.

Details

Owner
Morningstar
Language
Python
License
MIT License
Updated
2025-12-07

Features

Datapoint Tool Access

Fetch latest values for Morningstar datapoints (market capitalization, ratings, fair value ratio/estimate, last close price, total return, moat, EPS, NAV, fund size, sector, domicile, primary share, and more) for quick securities lookups.

Simple Datapoint Lookup

Designed for quick, simple datapoint questions about a security such as a stock or fund.

Articles Tool Access

Provide answers on finance, investing, sustainable investing, investment strategies, portfolio and retirement, drawing on Morningstar's editorial content, methodologies, and thematic research.

Editorial Content & Methodologies

Leverages Morningstar’s research, opinions, and methodologies to inform analysis and provide depth beyond basic datapoints.

Thematic Research & Sustainable Investing Content

Offers thematic research and insights focused on sustainable investing and related strategies.

Authentication & Endpoints

Authentication requires an Auth Token and dedicated endpoints; contact Morningstar to obtain access.

MCP Consumption Model

Exposed to be consumed via MCP, enabling integration into analytics workflows and decision-making processes.

Audience

Financial professionalsUse Datapoint Tool to fetch up-to-date datapoints and metrics for securities to support decision-making.
InvestorsAccess Morningstar editorial content and research via Articles Tool for investment planning and portfolio strategies.
ResearchersLeverage Morningstar methodologies and thematic research content for analysis and academic-style investigation.

Tags

MorningstarDatapoint ToolArticles ToolMCPFinanceInvestingEditorial ContentResearchThematic ResearchSustainable InvestingPortfolioAuthentication