{
  "page": "https://wealthtech.dev/mcp/morningstar-mcp",
  "title": "Morningstar MCP Server: tools, setup, cost",
  "description": "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.",
  "updated": "2026-10-17",
  "data": {
    "$schema": "https://wealthtech.dev/schema/mcp.schema.json",
    "url": "https://wealthtech.dev/mcp/morningstar-mcp",
    "title": "Morningstar MCP Server: tools, setup, cost",
    "lastChecked": "2026-10-17",
    "id": "morningstar-mcp",
    "name": "Morningstar MCP Server",
    "productIds": [
      "morningstar"
    ],
    "kind": "remote-mcp",
    "status": "live",
    "firstSeen": "2025-11-01",
    "endpoint": {
      "value": "https://mcp.morningstar.com/mcp",
      "state": "verified",
      "checked": "2026-10-17",
      "source": "vendor",
      "url": "https://developer.morningstar.com/content/documentation/morningstar-ai-integrations/morningstar-mcp-server/overview/morningstar-mcp-server.md",
      "evidence": "MCP endpoint: https://mcp.morningstar.com/mcp",
      "capture": "evidence/mcp-morningstar-mcp/developer-morningstar-com-content-documentation-morningstar-ai-integrations-morn-dc7acbbc.txt",
      "note": null
    },
    "transport": {
      "value": "streamable-http",
      "state": "verified",
      "checked": "2026-10-17",
      "source": "vendor",
      "url": "https://developer.morningstar.com/content/documentation/morningstar-ai-integrations/morningstar-mcp-server/overview/morningstar-mcp-server.md",
      "evidence": "using any standard MCP client over Streamable HTTP",
      "capture": "evidence/mcp-morningstar-mcp/developer-morningstar-com-content-documentation-morningstar-ai-integrations-morn-dc7acbbc.txt",
      "note": null
    },
    "toolCount": {
      "value": 7,
      "state": "verified",
      "checked": "2026-10-17",
      "source": "vendor",
      "url": "https://developer.morningstar.com/content/documentation/morningstar-ai-integrations/morningstar-mcp-server/overview/morningstar-mcp-server.md",
      "evidence": "The Morningstar MCP Server currently exposes the following tools:",
      "capture": "evidence/mcp-morningstar-mcp/developer-morningstar-com-content-documentation-morningstar-ai-integrations-morn-dc7acbbc.txt",
      "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."
    },
    "tools": [
      {
        "name": "morningstar-analyst-research-tool",
        "readWrite": "read",
        "description": "Returns relevant portions of Morningstar analyst and quantitative investment reports."
      },
      {
        "name": "morningstar-articles-tool",
        "readWrite": "read",
        "description": "Returns relevant portions of articles, news and commentary from Morningstar products."
      },
      {
        "name": "morningstar-data-tool",
        "readWrite": "read",
        "description": "Retrieves Morningstar data for global mutual funds, ETFs and stocks."
      },
      {
        "name": "morningstar-fund-holdings-tool",
        "readWrite": "read",
        "description": "Retrieves top holdings for a list of mutual funds or ETFs."
      },
      {
        "name": "morningstar-id-lookup-tool",
        "readWrite": "read",
        "description": "Identifies the investments and data points a question refers to, for hand-off to other tools."
      },
      {
        "name": "morningstar-portfolio-analysis-tool",
        "readWrite": "read",
        "description": "Analyzes a portfolio or fund with the X-Ray method: allocation, sector, region, style, risk and return."
      },
      {
        "name": "morningstar-screener-tool",
        "readWrite": "read",
        "description": "Returns investments that match given criteria."
      }
    ],
    "scope": {
      "value": null,
      "state": "unknown",
      "checked": "2026-10-17",
      "note": "Morningstar's page describes the tools as returning research, data, holdings and screens but does not state a scope label."
    },
    "auth": {
      "value": "Bearer token from Morningstar's Authentication API for programmatic clients; users sign in with Morningstar credentials in apps",
      "state": "verified",
      "checked": "2026-10-17",
      "source": "vendor",
      "url": "https://developer.morningstar.com/content/documentation/morningstar-ai-integrations/morningstar-mcp-server/overview/morningstar-mcp-server.md",
      "evidence": "Bearer <bearer_token_obtained_from_auth_api>",
      "capture": "evidence/mcp-morningstar-mcp/developer-morningstar-com-content-documentation-morningstar-ai-integrations-morn-dc7acbbc.txt",
      "note": "Page also says 'Authenticate using your Morningstar credentials.' for the Claude user flow."
    },
    "enablement": {
      "value": "Requires a licensed Morningstar account; a Claude for Enterprise administrator can add it as a custom connector",
      "state": "verified",
      "checked": "2026-10-17",
      "source": "vendor",
      "url": "https://developer.morningstar.com/content/documentation/morningstar-ai-integrations/morningstar-mcp-server/overview/morningstar-mcp-server.md",
      "evidence": "A licensed Morningstar account is required to connect and use the server.",
      "capture": "evidence/mcp-morningstar-mcp/developer-morningstar-com-content-documentation-morningstar-ai-integrations-morn-dc7acbbc.txt",
      "note": "The page says the administrator of a Claude for Enterprise account can add Morningstar as a custom connector."
    },
    "price": {
      "value": null,
      "state": "unknown",
      "checked": "2026-10-17",
      "note": "Morningstar's page says to contact an account representative about licensing and gives no price."
    },
    "listings": [
      {
        "value": "claude.com Connectors",
        "state": "third",
        "checked": "2026-10-17",
        "source": "registry",
        "url": "https://claude.com/marketplace/connectors/morningstar",
        "evidence": "Up-to-date investment and market insights",
        "capture": "evidence/mcp-morningstar-mcp/claude-com-marketplace-connectors-morningstar.txt",
        "note": "Listing says 'Made by Morningstar' and 'Added November 2025'; it shows 6 tools."
      }
    ],
    "summary": "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.",
    "license": "CC BY 4.0",
    "attribution": "wealthtech.dev"
  }
}