---
title: "Example Screen Investments"
description: "Morningstar MCP Server Example Workflows to screen investments."
url: "https://developer-beta.morningstar.com/morningstar-mcp-server/screen-investments"
image: "https://developer-beta.morningstar.com/_og/d/c_Ocean.takumi,title_~RXhhbXBsZSBTY3JlZW4gSW52ZXN0bWVudHMgfCBNb3JuaW5nc3RhciBNQ1AgU2VydmVy,description_Morningstar+MCP+Server+Example+Workflows+to+screen+investments.,props_eyJ0aGVtZSI6eyJtb2RlIjoibGlnaHQiLCJjb2xvcnMiOnsicHJpbWFyeSI6IiMwMDAwMDAifX19,p_Ii9tb3JuaW5nc3Rhci1tY3Atc2VydmVyL3NjcmVlbi1pbnZlc3RtZW50cyI,s_JnYjthLcEXQJCmja.png"
---

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# Morningstar MCP Server

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

# Screen Investments Workflow

[View Markdown](https://developer-beta.morningstar.com/morningstar-mcp-server/screen-investments.md)[Download Markdown](https://developer-beta.morningstar.com/morningstar-mcp-server/screen-investments.md)

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

## [Question](#question)

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

## [Workflow](#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.