Morningstar MCP Server

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

Identify Funds Workflow

This example workflow demonstrates how to identify top-rated tech funds and compare risk metrics.

What are the Sharpe ratios of the five top-performing Gold Medalist funds in the technology sector?

morningstar-screener-tool

Filter for funds in the technology category with a Gold Medalist rating based on returns.

morningstar-id-lookup-tool

Retrieve Morningstar IDs for the screened funds.

morningstar-data-tool

Query the Sharpe ratio and returns for each investment.