Morningstar MCP Server

Connect trusted data to your AI workflows with the Morningstar MCP Server.

datapoint-finder

Finds official Morningstar datapoint names from topic-organized buckets.

The buckets under references/buckets/ list datapoint names by topic — use them to find candidate names.

Open the matching bucket(s) below (up to 3) and build a candidate name list — bucket names are a starting point, add your own reasonable guesses too.

If the user is asking about…	Load bucket
Total/trailing/annual/calendar/daily/monthly return, YTD/1Y/3Y/5Y/10Y return, return index, growth of $10K	`perf-trailing-periodic`
Percentile rank in category, % rank vs peers, quartile, # investments in category	`perf-return-rankings`
Beta, standard deviation/volatility, R-squared, tracking error, up/down capture, batting average, bear-market rank, strategic beta	`perf-risk-metrics`
Alpha, Sharpe, Sortino, information ratio (risk-adjusted)	`perf-risk-adjusted`

If the user is asking about…	Load bucket
Star rating, risk rating, return rating, "X-star"	`rating-star`
Medalist Rating, pillars (Parent/People/Process/Price/Performance), fair value per share, brand tenure/retention	`rating-medalist`
Quantitative rating, quant fair value, fair value uncertainty	`rating-quant-equity`
ESG risk rating / sustainability rating of a fund	`rating-sustainability`
~~

If the user is asking about…	Load bucket
Country/region exposure, geographic breakdown, US vs non-US	`pa-geographic-exposure`
Sector/industry weights (equity econ sector, super sector)	`pa-sector-industry`
Asset allocation (stock/bond/cash/other %, long/short)	`pa-asset-allocation`
Style box, growth/value factors, sustainability/style tilts	`pa-style-factor`
Portfolio avg market cap, portfolio P/E·P/B·P/S, avg moat, turnover, duration, credit quality	`pa-statistics`
# of holdings, # bond/stock holdings, top-10 weight	`pa-holdings`
Target-date glide path (allocation by years-to-target), glide path type / landing point	`pa-glide-path`

If the user is asking about…	Load bucket
Price, last close, NAV, market price, 52-wk high/low, premium/discount, AUV	`price-prices`
Yield (12-mo/SEC/7-day), dividends paid, capital gains, ROC, distributions	`price-distributions`
Trading volume, spread, days traded	`price-trading-activity`
Estimated net flows	`price-fund-flows`
Fund size, AUM, net assets, tier-level/vehicle assets	`price-aum`

If the user is asking about…	Load bucket
Expense ratio (net/gross/adjusted), management/admin/custodian/advisor fees, ongoing charge	`fee-management-ongoing`
Transaction/trading costs, spreads, RG97 T&O costs, borrowing costs	`fee-transaction-trading`
Front/deferred load, exit/switching/contribution fee, sales charge	`fee-entry-exit-load`
Performance fee, hurdle rate, high-water mark, crystallisation	`fee-performance-based`
12b-1 / distribution & sales / revenue-sharing fee, no-load flag	`fee-distribution-sales`

If the user is asking about…	Load bucket
A stock's P/E·P/B·P/S, ROE/ROA/ROIC, margins, debt/equity, growth, economic moat, growth grade, market cap, quick ratio, tax rate	`cf-financial-ratios-metrics`
Income statement: revenue, cost of revenue, gross/operating profit, EBITDA, EPS, interest/tax, net income	`cf-income-statement`
Balance sheet: total assets/liabilities/equity, PP&E, goodwill, debt, inventory, receivables/payables, working capital	`cf-balance-sheet`
Cash-flow statement: operating/investing/financing cash flows, capex, dividends paid, changes in working capital	`cf-cash-flow`
Shares outstanding (basic/diluted/weighted-avg), share counts	`cf-share-data`

If the user is asking about…	Load bucket
EU SFDR / EU Taxonomy disclosure & regulatory flags	`esg-eu-taxonomy`

If the user is asking about…	Load bucket
Number of shareholders, trustee / ownership facts	`own-statistics`

If the user is asking about…	Load bucket
Currency, domicile, inception, status, minimums, flags (index/active, REIT, UCITS), tax transparency, glide-path/data-ready	`ref-operations`
Name, ticker, ISIN/CUSIP/WKN, FundId/SecId/CompanyId, share class, fund/branding name	`ref-identification`
Manager name/tenure/ownership/education, firm assets, advisor/custodian	`ref-management-org`
Morningstar Category / Global Category / theme, investment type, a stock's sector/industry	`ref-classification`
Benchmark/index, prospectus benchmark, index family, index selection/weighting	`ref-benchmark-index`

"market cap" → a stock ST159 (cf-financial-ratios-metrics); portfolio average HS03W (pa-statistics); size breakdown lives in pa-style-factor.
"economic moat" → a stock LT181 (cf-financial-ratios-metrics); portfolio average HS0D1 (pa-statistics).
"fair value" → Morningstar Fair Value per Share ST202 and Price/Fair Value OS603 (rating-medalist); Quantitative Fair Value QV009 / Fair Value Uncertainty ST201 (rating-quant-equity).
"P/E", "P/B", "P/S" → a stock (ST412/ST408/ST415) in cf-financial-ratios-metrics; portfolio (TTM, long, e.g. HS05X) in pa-statistics.
"yield" / "dividend yield" → a fund → 12 Mo / SEC / 7-Day Yield in price-distributions; distributions paid also price-distributions.
"sector" → fund weights → pa-sector-industry; stock classification → ref-classification.
"volume" → trading volume/spread → price-trading-activity, not price-prices.
"expense ratio" / "fee level" → fee-management-ongoing.
"rating" → 1–5 star → rating-star; Medalist (Gold/Silver/Bronze) → rating-medalist; quant → rating-quant-equity; ESG/sustainability → rating-sustainability.
"base currency" → Base Currency LS05M (ref-operations), never Minimum Investment.