Morningstar MCP Server
Connect trusted data to your AI workflows with the Morningstar MCP Server.
morningstar-data-tool
Fetches structured, investment-level values from Morningstar's database.
Summary
| Purpose | Retrieve specific data point values for individual securities |
| Input | Investment ID and data point ID (from the ID Lookup Tool) |
| Output | Structured quantitative values |
| Data points | 1,500+ as of August 2026 (growing selection) |
| Best for | Retrieving specific metrics for individual securities |
Capabilities
- Retrieves specific data point values for individual securities.
- Queries Morningstar data using investment IDs and data point IDs.
- Supports historical data queries within available timeframes for select data points.
- Delivers structured quantitative values.
Supported investment types
| Code | Investment type |
|---|---|
| FE | Exchange-traded funds |
| FO | Open-end funds |
| FC | Closed-end funds |
| CIT | Collective investment trusts |
| SA | Separately managed accounts |
| MO | Models |
| ST | Stocks |
Limitations
- Requires a valid investment ID and data point ID from the ID Lookup Tool.
- When used with the ID Lookup Tool, availability is limited to the subset of data point IDs that are mapped.
- Historical data availability varies by data point.
Example questions
- What was the 1-year total return for SPY in 2023?
- Get the current P/B ratio for Microsoft stock.
- Show the 3-year Sharpe Ratio for Fidelity Blue Chip Growth Fund.
- What is the current net asset value (NAV) for Vanguard 500 Index Fund?
- Retrieve the economic moat rating for Johnson & Johnson.