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2025-04-01

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Morningstar MCP Server

Morningstar MCP Server exposes the following Morningstar tools to be consumed using MCP.

  • Morningstar Datapoint Tool

Use this tool to fetch latest values for Morningstar datapoints such as market capitalization, ratings, fair value ratio, fair value estimate, last closing price, total return, economic moat, earnings per share (EPS), net asset value (NAV), fund size, sector, domicile, primary share and more. Use this tool when the question is just a simple datapoint information look up for a security such as a stock or fund.

  • Morningstar Articles Tool

Use this tool for getting answers for questions about finance, investing, sustainable investing, investment strategies, portfolio and retirement. It is a reliable resource for obtaining Morningstar's opinion, research, and analysis from Morningstar's Editorial content, methodologies and Thematic research. This tool relies solely on reliable research conducted by Morningstar for all of the information provided. This tool is not intended to provide factual information regarding a stock or fund's rating, price, fair value, or performance.

Authentication

Reach out to Morningstar for Auth Token and dedicated endpoints for your account https://www.morningstar.com/business/brands/data-analytics/products/direct-web-services#contactus

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    Reviews

    3 (1)
    Avatar
    user_8YJFyr3g
    2025-04-16

    I have been using the Morningstar MCP Server, developed by Morningstar, and I must say it is exceptional. The seamless integration with various applications and the robust performance has greatly improved my workflow. The detailed documentation provided on their GitHub page has also been incredibly helpful. Highly recommended for anyone looking to streamline their server management needs!