# Morningstar MCP Server

Power your AI apps and tools with Morningstar’s trusted content. {.sub-title___devsite}

<nav class="md-docs-tabs-action___devsite">

- [Overview](#overview)
- [Access and Authentication](#access-and-authentication)
- [Tools](#tools)
- [Third-Party Integrations](#third-party-integrations)
- [Related Content](#related-content)

</nav>


## Overview

The Morningstar MCP Server makes it simple to power your AI apps and tools with Morningstar’s trusted content. It provides access to a growing library of AI-ready capabilities, including global analyst research, market analysis, and key investment data.

## Access and Authentication

- MCP endpoint: https://mcp.morningstar.com/mcp
- A licensed Morningstar account is required to connect and use the server.

>If you don’t have a licensed account or have questions about licensing, contact your account representative.   
>Alternatively, use the **Connect with us** form on [this page](https://www.morningstar.com/business/products/direct-ai-solutions){target="_blank"}, specifying you are interested in learning more about the Morningstar MCP Server.


## Tools

The Morningstar MCP Server currently exposes the following tools:

<table style="width:90%">
    <tr>
        <th  style="font-size: 18px !important;">Tool Name</th>
        <th  style="font-size: 18px !important;">Description</th>
    </tr>
    <tr>
        <td  style="font-size: 18px !important;">morningstar-analyst-research-tool</td>
        <td  style="font-size: 18px !important;"><p  style="font-size: 18px !important;">Returns relevant portions of Morningstar’s analyst- and quantitative-driven forward-looking investment reports.</p></td>
    </tr>
    <tr>
        <td  style="font-size: 18px !important;">morningstar-articles-tool</td>
        <td  style="font-size: 18px !important;"><p  style="font-size: 18px !important;">Returns relevant portions of articles, news, and commentary published on Morningstar.com and other Morningstar products.</p></td>
    </tr>
    <tr>
        <td  style="font-size: 18px !important;">morningstar-data-tool</td>
        <td  style="font-size: 18px !important;"><p  style="font-size: 18px !important;">Retrieves Morningstar’s AI-ready data for global mutual funds, ETFs, and stocks.</p></td>
    </tr>
    <tr>
        <td  style="font-size: 18px !important;">morningstar-fund-holdings-tool</td>
        <td  style="font-size: 18px !important;"><p  style="font-size: 18px !important;">Retrieves the top holdings for a list of mutual funds or ETFs.</p></td>
    </tr>
    <tr>
        <td  style="font-size: 18px !important;">morningstar-id-lookup-tool</td>
        <td  style="font-size: 18px !important;"><p  style="font-size: 18px !important;">Acts as the MCP server’s entity detection layer, identifying the relevant investments and data points to hand off to other tools.</p></td>
    </tr>
    <tr>
        <td  style="font-size: 18px !important;">morningstar-portfolio-analysis-tool</td>
        <td  style="font-size: 18px !important;"><p  style="font-size: 18px !important;">Analyzes a portfolio of holdings or a fund using Morningstar's X-Ray methodology, delivering breakdowns across asset allocation, sector exposure, geographic region, investment style, and risk/return metrics.</td>
    </tr>
    <tr>
        <td  style="font-size: 18px !important;">morningstar-screener-tool</td>
        <td  style="font-size: 18px !important;"><p  style="font-size: 18px !important;">Retrieves a list of investments that match given criteria.</td>
    </tr>
</table>


## Third-Party Integrations

The Morningstar MCP Server is currently integrated in **Claude**, **ChatGPT**, **Copilot Studio** and **Copilot App**, **Microsoft Foundry** and **Perplexity**. Additional integrations are coming.

You can also connect to the server programmatically.

- [Claude](#claude)
- [ChatGPT](#chatgpt)
- [Copilot Studio](#copilot-studio)
- [Copilot App](#copilot-app)
- [Microsoft Foundry](#microsoft-foundry)
- [Perplexity](#perplexity)
- [Programmatic Access](#programmatic-access)

### Claude

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

**Administrator: Add Morningstar to Enterprise Account**

Navigate to *Add custom connectors*. Search for Morningstar. In the **Remote MCP server URL** add "https://mcp.morningstar.com/mcp". 

<img src="/content/hidden-from-navigation/add-morningstar-mcp-claude-custom-connector.png"  width="600">  

&nbsp;

**User: Add Morningstar to Account**

Navigate to *Add files, connectors, and more* → *Add connectors*. Search for Morningstar and connect. Authenticate using your Morningstar credentials.

<img src="/content/hidden-from-navigation/add-morningstar-mcp-claude-custom-connector-user.png"  width="600">

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

### ChatGPT

In ChatGPT, navigate to *Add files and more* → *More* → *Explore apps*. Search for Morningstar and connect.

<img src="/content/hidden-from-navigation/add-morningstar-mcp-chatgpt.png"  width="600">  

### Copilot Studio

In Copilot Studio, navigate to an agent you have created (or create a new agent) then navigate to *Tools* → *Add a tool*. Search for Morningstar and connect.

<img src="/content/hidden-from-navigation/add-morningstar-mcp-copilot-studio.png"  width="600">  

We support OAuth authentication in Copilot Studio.

### Copilot App

In Copilot, navigate to *Apps*. Search for Morningstar and connect.

<img src="/content/hidden-from-navigation/add-morningstar-mcp-copilot-app-1.png"  width="600"> 

Start using straight away by asking a question.

<img src="/content/hidden-from-navigation/add-morningstar-mcp-copilot-app-2.png"  width="600">  

### Microsoft Foundry

In Microsoft Foundry, navigate to *Tools*. Search for Morningstar and connect.

<img src="/content/hidden-from-navigation/add-morningstar-mcp-msfoundry.png"  width="600">  

Then, select **Use in Agent** and choose your agent.

We support both token‑based authentication and OAuth authentication in Foundry.


### Perplexity

See 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.

### Programmatic Access

Connect to the Morningstar MCP Server from your own code using any standard MCP client over Streamable HTTP.

**MCP endpoint:** https://mcp.morningstar.com/mcp

Example mcp.json configuration:

```json
{
   "mcpServers": {
     "morningstar": {
       "url": "https://mcp.morningstar.com/mcp",
       "headers": {
         "Authorization": "Bearer <bearer_token_obtained_from_auth_api>"
       }
     }
   }
}
```
&nbsp;
 
For authentication, see the [Authentication API](/direct-web-services/documentation/api-utilities/authentication-api/overview){target="_blank"}.

For guidance on building an MCP client, refer to the [Model Context Protocol](https://modelcontextprotocol.io/docs/getting-started/intro){target="_blank"} documentation.



## Related Content

- [Tools and Example Questions](/direct-web-services/documentation/morningstar-ai-integrations/morningstar-mcp-server/tools-and-example-questions)
- [Workflow Examples](/direct-web-services/documentation/morningstar-ai-integrations/morningstar-mcp-server/workflow-examples)
- [Agent Design Playbook](/direct-web-services/documentation/morningstar-ai-integrations/morningstar-mcp-server/agent-design-playbook)