{
  "page": "https://wealthtech.dev/products/morningstar",
  "title": "Morningstar Direct Web Services API: access, auth, sandbox and MCP",
  "description": "Morningstar's developer site publishes Direct Web Services (REST) documentation, and API calls use your own Morningstar credentials under a license. Its MCP server at https://mcp.morningstar.com/mcp requires a licensed Morningstar account.",
  "updated": "2026-10-17",
  "data": {
    "$schema": "https://wealthtech.dev/schema/product.schema.json",
    "url": "https://wealthtech.dev/products/morningstar",
    "title": "Morningstar Direct Web Services API: access, auth, sandbox and MCP",
    "lastChecked": "2026-10-17",
    "id": "morningstar",
    "name": "Morningstar Direct Web Services",
    "vendor": "Morningstar, Inc.",
    "website": "https://developer.morningstar.com/",
    "category": "market-data",
    "tier": "adjacent",
    "company": "morningstar",
    "access": {
      "value": "open-docs-gated-keys",
      "state": "verified",
      "checked": "2026-10-17",
      "source": "vendor",
      "url": "https://developer.morningstar.com/direct-web-services/documentation/api-utilities/dws-mcp-server",
      "evidence": "Those APIs are called directly by the code you build, using your own Morningstar credentials.",
      "capture": "evidence/morningstar/developer-morningstar-com-direct-web-services-documentation-api-utilities-dws-mcp-server.txt",
      "note": "Developer documentation is readable. The www.morningstar.com product pages (including Morningstar Direct and the morningstar_data Python package page) showed a human-verification check and could not be read; Morningstar Office developer APIs were not found."
    },
    "docsUrl": {
      "value": "https://developer.morningstar.com/direct-web-services",
      "state": "verified",
      "checked": "2026-10-17",
      "source": "vendor",
      "url": "https://developer.morningstar.com/direct-web-services",
      "evidence": "Find APIs that meet your business requirements, access API reference documentation, learn how to make requests.",
      "capture": "evidence/morningstar/developer-morningstar-com-direct-web-services.txt",
      "note": null
    },
    "style": {
      "value": [
        "rest"
      ],
      "state": "verified",
      "checked": "2026-10-17",
      "source": "vendor",
      "url": "https://developer.morningstar.com/",
      "evidence": "RESTful APIs",
      "capture": "evidence/morningstar/developer-morningstar-com.txt",
      "note": null
    },
    "auth": {
      "value": [],
      "state": "unknown",
      "checked": "2026-10-17",
      "note": "The Authentication API documentation page (https://developer.morningstar.com/direct-web-services/documentation/api-utilities/authentication-api) rendered 'The page you were looking for does not exist.'"
    },
    "howToGetAccess": {
      "value": "Contact your Morningstar account representative about licensing",
      "state": "verified",
      "checked": "2026-10-17",
      "source": "vendor",
      "url": "https://developer.morningstar.com/direct-web-services/documentation/morningstar-ai-integrations/morningstar-mcp-server/overview",
      "evidence": "If you don’t have a licensed account or have questions about licensing, contact your account representative.",
      "capture": "evidence/morningstar/developer-morningstar-com-direct-web-services-documentation-morningstar-ai-integ-e7b735a9.txt",
      "note": "Stated for the Morningstar MCP Server; the developer site also has a Contact Us link."
    },
    "sandbox": {
      "value": "unknown",
      "state": "unknown",
      "checked": "2026-10-17",
      "note": "Not stated on the developer pages read."
    },
    "rateLimits": {
      "value": null,
      "state": "unknown",
      "checked": "2026-10-17",
      "note": "Not stated on the developer pages read."
    },
    "webhooks": {
      "value": null,
      "state": "unknown",
      "checked": "2026-10-17",
      "note": "Not stated on the developer pages read."
    },
    "sdks": {
      "value": [
        "Python (morningstar_data)"
      ],
      "state": "verified",
      "checked": "2026-10-17",
      "source": "vendor",
      "url": "https://developer.morningstar.com/",
      "evidence": "morningstar_data Python Package",
      "capture": "evidence/morningstar/developer-morningstar-com.txt",
      "note": "The Python package page on www.morningstar.com could not be read (human-verification check)."
    },
    "openapi": {
      "value": "none",
      "state": "unknown",
      "checked": "2026-10-17",
      "note": "The developer site lists an 'API Visualization Library' and per-API reference pages; no OpenAPI file link was seen."
    },
    "partnerProgram": {
      "value": "https://developer.morningstar.com/direct-web-services",
      "state": "verified",
      "checked": "2026-10-17",
      "source": "vendor",
      "url": "https://developer.morningstar.com/direct-web-services",
      "evidence": "Work with a Morningstar-approved Service Delivery Partner to design and deliver exceptional digital experiences powered by Morningstar data and research.",
      "capture": "evidence/morningstar/developer-morningstar-com-direct-web-services.txt",
      "note": null
    },
    "publicIntegrationList": {
      "value": null,
      "state": "unknown",
      "checked": "2026-10-17",
      "note": "No public integration list found on the developer pages read."
    },
    "connectionMechanisms": {
      "value": [
        "native-api",
        "mcp"
      ],
      "state": "verified",
      "checked": "2026-10-17",
      "source": "vendor",
      "url": "https://developer.morningstar.com/direct-web-services/documentation/morningstar-ai-integrations/morningstar-mcp-server/overview",
      "evidence": "MCP endpoint: https://mcp.morningstar.com/mcp",
      "capture": "evidence/morningstar/developer-morningstar-com-direct-web-services-documentation-morningstar-ai-integ-e7b735a9.txt",
      "note": "A separate DWS MCP Server exposes API documentation; its page says 'No credentials are needed to use the MCP server.'"
    },
    "mcp": [
      "morningstar-mcp"
    ],
    "whatDocsDontSay": [
      "The Authentication API page did not render, so token mechanics are not documented in the pages read.",
      "Morningstar Office developer APIs were not found; the product pages on www.morningstar.com were blocked by a human-verification check.",
      "The Morningstar MCP Server needs a licensed account; the DWS MCP Server covers documentation only, not data."
    ],
    "summary": "Morningstar's developer site publishes Direct Web Services (REST) documentation, and API calls use your own Morningstar credentials under a license. Its MCP server at https://mcp.morningstar.com/mcp requires a licensed Morningstar account.",
    "changelog": [],
    "listed": true,
    "license": "CC BY 4.0",
    "attribution": "wealthtech.dev",
    "publisher": "wealthtech.dev"
  }
}