Morningstar MCP Server

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

Set Up Morningstar MCP

The Morningstar MCP Server connects your AI client to Morningstar data and research tools. Once connected, you can look up funds and securities, retrieve datapoints, review analyst research, and analyze portfolios and holdings, all through natural-language requests in the client you already use.

There are two ways to set it up:

	Set up with plugin	Set up manually
Best for	Most users, if your client supports plugins	Clients without plugin support, or when you only want the server
What you get	The MCP Server plus Morningstar-authored skills	The MCP Server only
How it works	A single install configures everything	Add the server as a connector or tool, or connect from your own code

If you're not sure which to choose, start with the plugin. It's the quickest route and includes pre-built workflows for common fund research tasks.

Access

The first time the plugin calls the Morningstar MCP Server, your client prompts you to sign in. Use your Morningstar credentials. For more details, see Authentication. You need a licensed Morningstar account. You'll be asked to sign in with your Morningstar credentials the first time you connect.

Set Up with Plugin

The Morningstar Plugin is the fastest way to get started. In a single install, it configures the Morningstar MCP Server and adds Morningstar-authored skills, so there is no separate server configuration. Together, they give you:

Morningstar MCP Server Direct access to Morningstar data and research tools, including fund and security lookup, datapoints, analyst research, portfolio analysis, and holdings.
Skills Pre-built workflows on top of the MCP Server that guide your AI client through repeatable investment research and fund analysis tasks. They use live Morningstar data, produce consistently formatted output, and include guardrails against inferred data.

The plugin is platform-agnostic: it works with any AI client that supports MCP servers and plugins, not only developer or command-line environments.

Platforms and Installation

Choose your platform below.

Claude

ChatGPT

Install manually by sideloading. Not yet listed in the Claude plugin marketplace.

Use the Plugin

Once the plugin is loaded, there are two ways to use it:

Pick a skill. Type / and select one of the following:

Skill	What it does
`fund-screener`	Screen funds against criteria you define
`fund-comparison`	Compare funds side by side
`fund-summarizer`	Summarize a fund
`medalist-rating-analyzer`	Analyze a fund's Morningstar Medalist Rating
`datapoint-finder`	Find the Morningstar datapoints you need

Ask in plain language. Make a natural-language request, such as "Compare these two funds," and the relevant skill is selected automatically.

Set Up Manually

If your client doesn't support plugins, you only want the MCP Server without the pre-built skills, or you're connecting from your own code, you can connect directly to the Morningstar MCP Server by adding it as a connector or tool.

If your client does support plugins, we recommend setting up with the plugin instead, since it handles both the server and the skills in one step.

Server URL

Every platform below connects to the same server:

https://mcp.morningstar.com/mcp

Connect to Platforms

Find your platform below for connection steps.

Claude

ChatGPT

Copilot Studio

Copilot App

Microsoft Foundry

Perplexity

Administrators: add Morningstar to an Enterprise account

The administrator of a Claude for Enterprise account can add Morningstar as a custom connector, making it available to all users of the account.

Navigate to Add custom connectors.
Search for Morningstar.
In Remote MCP server URL, enter https://mcp.morningstar.com/mcp.

Users: add Morningstar to your account

Navigate to Add files, connectors, and more → Add connectors.
Search for Morningstar and select Connect.
Authenticate with your Morningstar credentials.

Alternatively, go to Settings → Connectors, select Morningstar, and authenticate there.

Connect Programmatically

To connect from your own code, use any standard MCP client over Streamable HTTP.

For authentication, see the Authentication API.
For guidance on building an MCP client, see the Model Context Protocol documentation.

Once you've obtained a bearer token from the Authentication API, add it to your client configuration:

{
  "mcpServers": {
    "morningstar": {
      "url": "https://mcp.morningstar.com/mcp",
      "headers": {
        "Authorization": "Bearer <bearer_token_obtained_from_auth_api>"
      }
    }
  }
}