---
title: "Example Identify Funds"
description: "Morningstar MCP Server Example Workflows to identify funds and compare risk metrics."
url: "https://developer-beta.morningstar.com/morningstar-mcp-server/identify-funds-compare-risk-metrics"
image: "https://developer-beta.morningstar.com/_og/d/c_Ocean.takumi,title_~RXhhbXBsZSBJZGVudGlmeSBGdW5kcyB8IE1vcm5pbmdzdGFyIE1DUCBTZXJ2ZXI,description_Morningstar+MCP+Server+Example+Workflows+to+identify+funds+and+compare+risk+metrics.,props_eyJ0aGVtZSI6eyJtb2RlIjoibGlnaHQiLCJjb2xvcnMiOnsicHJpbWFyeSI6IiMwMDAwMDAifX19,p_Ii9tb3JuaW5nc3Rhci1tY3Atc2VydmVyL2lkZW50aWZ5LWZ1bmRzLWNvbXBhcmUtcmlzay1tZXRyaWNzIg,s_M28Ujz14M6IuiF_x.png"
---

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# Morningstar MCP Server

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

# Identify Funds Workflow

[View Markdown](https://developer-beta.morningstar.com/morningstar-mcp-server/identify-funds-compare-risk-metrics.md)[Download Markdown](https://developer-beta.morningstar.com/morningstar-mcp-server/identify-funds-compare-risk-metrics.md)

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

## [Question](#question)

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

## [Workflow](#workflow)

1. morningstar-screener-tool

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

2. morningstar-id-lookup-tool

Retrieve Morningstar IDs for the screened funds.

3. morningstar-data-tool

Query the Sharpe ratio and returns for each investment.