--- title: "Set Up Morningstar MCP" description: "Guide to setting up Morningstar MCP server using plugin, manually or programatically." url: "https://developer-beta.morningstar.com/morningstar-mcp-server/set-up-morningstar-mcp" image: "https://developer-beta.morningstar.com/_og/d/c_Ocean.takumi,title_~U2V0IFVwIE1vcm5pbmdzdGFyIE1DUCB8IE1vcm5pbmdzdGFyIE1DUA,description_~R3VpZGUgdG8gc2V0dGluZyB1cCBNb3JuaW5nc3RhciBNQ1Agc2VydmVyIHVzaW5nIHBsdWdpbiwgbWFudWFsbHkgb3IgcHJvZ3JhbWF0aWNhbGx5Lg,props_eyJ0aGVtZSI6eyJtb2RlIjoibGlnaHQiLCJjb2xvcnMiOnsicHJpbWFyeSI6IiMwMDAwMDAifX19,p_Ii9tb3JuaW5nc3Rhci1tY3Atc2VydmVyL3NldC11cC1tb3JuaW5nc3Rhci1tY3Ai,s_eGbsgBpoekmbj_eQ.png" --- - [AI Solutions](https://developer-beta.morningstar.com/ai-solutions) - [Morningstar MCP Server](https://developer-beta.morningstar.com/morningstar-mcp-server) - [Trial Access](https://developer-beta.morningstar.com/trial-access) # Morningstar MCP Server Connect trusted data to your AI workflows with the Morningstar MCP Server. # Set Up Morningstar MCP [View Markdown](https://developer-beta.morningstar.com/morningstar-mcp-server/set-up-morningstar-mcp.md)[Download Markdown](https://developer-beta.morningstar.com/morningstar-mcp-server/set-up-morningstar-mcp.md) 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](#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](https://developer-beta.morningstar.com/morningstar-mcp-server/authenticate-morningstar-mcp). 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](#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](https://developer-beta.morningstar.com/morningstar-mcp-server)** Direct access to Morningstar data and research tools, including fund and security lookup, datapoints, analyst research, portfolio analysis, and holdings. - **[Skills](https://developer-beta.morningstar.com/morningstar-mcp-server/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](#platforms-and-installation) Choose your platform below. Claude ChatGPT Install manually by sideloading. Not yet listed in the Claude plugin marketplace. The Morningstar Plugin is available in the ChatGPT marketplace... ### [Use the Plugin](#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](#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](https://developer-beta.morningstar.com/morningstar-mcp-server/set-up-morningstar-mcp) instead, since it handles both the server and the skills in one step. ### [Server URL](#server-url) Every platform below connects to the same server: ```text https://mcp.morningstar.com/mcp ``` ### [Connect to Platforms](#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. 1. Navigate to _Add custom connectors_. 2. Search for Morningstar. 3. In **Remote MCP server URL**, enter `https://mcp.morningstar.com/mcp`. ![](https://developer-beta.morningstar.com/content/hidden-from-navigation/add-morningstar-mcp-claude-custom-connector.png) **Users: add Morningstar to your account** 1. Navigate to _Add files, connectors, and more_ → _Add connectors_. 2. Search for Morningstar and select **Connect**. 3. Authenticate with your Morningstar credentials. Alternatively, go to _Settings_ → _Connectors_, select Morningstar, and authenticate there. 1. Navigate to _Add files and more_ → _More_ → _Explore apps_. 2. Search for Morningstar and select **Connect**. 1. In Copilot Studio, open an agent you've created, or create a new one. 2. Navigate to _Tools_ → _Add a tool_. 3. Search for Morningstar and select **Connect**. Copilot Studio supports OAuth authentication. 1. In Copilot, navigate to _Apps_. 2. Search for Morningstar and select **Connect**. You can start using it straight away by asking a question. 1. In Microsoft Foundry, navigate to _Tools_. 2. Search for Morningstar and select **Connect**. 3. Select **Use in Agent** and choose your agent. Foundry supports both token-based and OAuth authentication. Follow the Perplexity documentation for the [steps to connect](https://www.perplexity.ai/help-center/en/articles/14818152-connecting-perplexity-with-morningstar) to the Morningstar MCP Server. ## [Connect Programmatically](#connect-programmatically) To connect from your own code, use any standard MCP client over Streamable HTTP. - For authentication, see the [Authentication API](https://developer-beta.morningstar.com/authentication-api). - For guidance on building an MCP client, see the [Model Context Protocol](https://modelcontextprotocol.io/docs/getting-started/intro) documentation. Once you've obtained a bearer token from the Authentication API, add it to your client configuration: ```json { "mcpServers": { "morningstar": { "url": "https://mcp.morningstar.com/mcp", "headers": { "Authorization": "Bearer " } } } } ```