Morningstar MCP Server
Connect trusted data to your AI workflows with the Morningstar MCP Server.
morningstar-id-lookup-tool
Identifies investments and data points from input text and maps them to Morningstar's internal identifiers.
Summary
| Purpose | Resolve tickers, security names, and data point names to Morningstar IDs |
| Input | Free text: a ticker, security name, or data point name |
| Output | Morningstar investment IDs and data point IDs |
| Role | Foundation for most other tools on the server |
Overview
The ID Lookup Tool provides the basic lookup functionality that most other tools depend on. The Data Tool, for example, requires a valid investment ID and data point ID obtained from this tool.
Capabilities
- Maps tickers and security names to Morningstar investment IDs.
- Identifies and maps data point names to Morningstar data point IDs.
- Provides the foundation for other tools to function.
Best practices
- Confirm that the securities and data points you want are accessible through the Morningstar MCP Server and included in your license.
- Use tickers for funds when available.
- Be precise when requesting a security name. Many securities have very similar names.
- Be precise when requesting a data point. Many data points have very similar names.
Limitations
- Results are limited to the securities and data points available through the Morningstar MCP Server and your license.
- Tools that rely on this tool are limited to the data point IDs that are mapped.