Morningstar MCP Server

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

Screen Investments Workflow

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This example workflow demonstrates how to screen for low-cost international equity ETFs and assess their performance.

Question

Which international equity ETFs have expense ratios below 0.15%, and what are their 3-year annualized returns?

Workflow

1

morningstar-screener-tool

Filter ETFs by international equity category and expense ratios < 0.15%.

2

morningstar-id-lookup-tool

Retrieve IDs for matching ETFs.

3

morningstar-data-tool

Query 3-year annualized return for each ETF.