# Morningstar MCP Server: tools, setup, cost

> 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.

- Kind: Remote MCP server
- Status: Live
- First seen: Nov 2025
- Products: [Morningstar Direct Web Services](https://wealthtech.dev/products/morningstar)
- Id: `morningstar-mcp` · JSON: https://wealthtech.dev/mcp/morningstar-mcp.json

## Facts

| Field | Value | Source and quote | Checked |
|---|---|---|---|
| Endpoint | https://mcp.morningstar.com/mcp | Checked on the source's own page. [developer.morningstar.com](https://developer.morningstar.com/content/documentation/morningstar-ai-integrations/morningstar-mcp-server/overview/morningstar-mcp-server.md) "MCP endpoint: https://mcp.morningstar.com/mcp" | 2026-10-17 |
| Transport | streamable-http | Checked on the source's own page. [developer.morningstar.com](https://developer.morningstar.com/content/documentation/morningstar-ai-integrations/morningstar-mcp-server/overview/morningstar-mcp-server.md) "using any standard MCP client over Streamable HTTP" | 2026-10-17 |
| Tool count | 7 | Checked on the source's own page. [developer.morningstar.com](https://developer.morningstar.com/content/documentation/morningstar-ai-integrations/morningstar-mcp-server/overview/morningstar-mcp-server.md) "The Morningstar MCP Server currently exposes the following tools:" | 2026-10-17 |
| Read or write | Not found | Not found. Morningstar's page describes the tools as returning research, data, holdings and screens but does not state a scope label. Morningstar's page describes the tools as returning research, data, holdings and screens but does not state a scope label. | 2026-10-17 |
| 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. [developer.morningstar.com](https://developer.morningstar.com/content/documentation/morningstar-ai-integrations/morningstar-mcp-server/overview/morningstar-mcp-server.md) "Bearer <bearer_token_obtained_from_auth_api>" | 2026-10-17 |
| 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. [developer.morningstar.com](https://developer.morningstar.com/content/documentation/morningstar-ai-integrations/morningstar-mcp-server/overview/morningstar-mcp-server.md) "A licensed Morningstar account is required to connect and use the server." | 2026-10-17 |
| Price | Not found | Not found. Morningstar's page says to contact an account representative about licensing and gives no price. Morningstar's page says to contact an account representative about licensing and gives no price. | 2026-10-17 |

## 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. |

## Listings

- https://claude.com/marketplace/connectors/morningstar: claude.com Connectors (checked 2026-10-17) "Up-to-date investment and market insights"

This page describes security facts (auth, read or write scope, who turns it on). It doesn't endorse the server.
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Source: https://wealthtech.dev/mcp/morningstar-mcp · Facts licensed CC BY 4.0 (attribution "wealthtech.dev"). Every fact states where it was checked and when; check the source before relying on it.