Morningstar MCP Server
Connect trusted data to your AI workflows with the Morningstar MCP Server.
Tools
The Morningstar MCP Server gives your AI client eight tools for working with Morningstar data and research. You don't usually call them yourself. Ask a question in plain language and your client chooses the right tool, or combines several, to answer it.
Each tool has its own page. Not connected yet? See Set Up Morningstar MCP.
Available Tools
| Tool | Use it to |
|---|---|
morningstar-analyst-research-tool | Retrieve Morningstar analyst research. |
morningstar-articles-tool | Find and retrieve Morningstar articles. |
morningstar-data-tool | Retrieve Morningstar datapoints for investments. |
morningstar-fund-holdings-tool | Retrieve the holdings of a fund. |
morningstar-id-lookup-tool | Look up funds and securities and find their Morningstar identifiers. |
morningstar-portfolio-analysis-tool | Analyze a portfolio. |
morningstar-screener-tool | Screen for investments that meet criteria you define. |
morningstar-security-ownership-tool | See who owns a security. |