Morningstar MCP Server

Live Remote MCP server · first seen Nov 2025 · last checked Oct 17, 2026

Morningstar's MCP server is at https://mcp.morningstar.com/mcp over Streamable HTTP and exposes seven tools for research, data, holdings, portfolio analysis and screening. A licensed Morningstar account is required, and programmatic clients send a bearer token from Morningstar's Authentication API.

Facts

Morningstar MCP Server facts
Endpoint	mcp.morningstar.com Checked on the source's own page · Oct 17, 2026 “MCP endpoint: https://mcp.morningstar.com/mcp” Source https://developer.morningstar.com/content/documentation/morningstar-ai-integrations/morningstar-mcp-server/overview/morningstar-mcp-server.md Checked Oct 17, 2026
Transport	streamable-http Checked on the source's own page · Oct 17, 2026 “using any standard MCP client over Streamable HTTP” Source https://developer.morningstar.com/content/documentation/morningstar-ai-integrations/morningstar-mcp-server/overview/morningstar-mcp-server.md Checked Oct 17, 2026
Tool count	7 Checked on the source's own page · Oct 17, 2026 “The Morningstar MCP Server currently exposes the following tools:” Source https://developer.morningstar.com/content/documentation/morningstar-ai-integrations/morningstar-mcp-server/overview/morningstar-mcp-server.md Checked Oct 17, 2026 Note Counted from the 7 rows in the vendor's tool table. The Claude listing shows 6 (no morningstar-portfolio-analysis-tool); the vendor page wins.
Read or write	Not found Not found · Oct 17, 2026 Checked Oct 17, 2026 Note Morningstar's page describes the tools as returning research, data, holdings and screens but does not state a scope label.
Authentication	Bearer token from Morningstar's Authentication API for programmatic clients; users sign in with Morningstar credentials in apps Checked on the source's own page · Oct 17, 2026 “Bearer <bearer_token_obtained_from_auth_api>” Source https://developer.morningstar.com/content/documentation/morningstar-ai-integrations/morningstar-mcp-server/overview/morningstar-mcp-server.md Checked Oct 17, 2026 Note Page also says 'Authenticate using your Morningstar credentials.' for the Claude user flow.
Who turns it on	Requires a licensed Morningstar account; a Claude for Enterprise administrator can add it as a custom connector Checked on the source's own page · Oct 17, 2026 “A licensed Morningstar account is required to connect and use the server.” Source https://developer.morningstar.com/content/documentation/morningstar-ai-integrations/morningstar-mcp-server/overview/morningstar-mcp-server.md Checked Oct 17, 2026 Note The page says the administrator of a Claude for Enterprise account can add Morningstar as a custom connector.
Price	Not found Not found · Oct 17, 2026 Checked Oct 17, 2026 Note Morningstar's page says to contact an account representative about licensing and gives no price.

Tools

Tool	Read or write	What it does
`morningstar-analyst-research-tool`	read	Returns relevant portions of Morningstar analyst and quantitative investment reports.
`morningstar-articles-tool`	read	Returns relevant portions of articles, news and commentary from Morningstar products.
`morningstar-data-tool`	read	Retrieves Morningstar data for global mutual funds, ETFs and stocks.
`morningstar-fund-holdings-tool`	read	Retrieves top holdings for a list of mutual funds or ETFs.
`morningstar-id-lookup-tool`	read	Identifies the investments and data points a question refers to, for hand-off to other tools.
`morningstar-portfolio-analysis-tool`	read	Analyzes a portfolio or fund with the X-Ray method: allocation, sector, region, style, risk and return.
`morningstar-screener-tool`	read	Returns investments that match given criteria.

Where it's listed

claude.com: claude.com Connectors (From a third-party page, Oct 17, 2026)

This page states security facts: how you sign in, whether the server can change data, and who has to switch it on. It doesn't endorse the server. Check your firm's policy before connecting an AI assistant to client data.

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