Morningstar MCP Server
by
Provides access to Morningstar's Datapoint and Articles tools through MCP, enabling retrieval of financial metrics, ratings, research, and editorial content for securities and investment topics.
Morningstar MCP Server Overview
What is Morningstar MCP Server about?
The server acts as a bridge between client applications and Morningstar’s data services, exposing two primary tools via MCP:
- Datapoint Tool – fetches up‑to‑date financial figures such as market cap, price, EPS, NAV, ratings, fair‑value estimates, and more.
- Articles Tool – returns Morningstar’s editorial research, analysis, and thematic content on finance, investing, sustainable investing, strategies, portfolios, and retirement.
How to use Morningstar MCP Server?
- Obtain an authentication token from Morningstar (contact the link in the README).
- Start the MCP server (see
serverConfig). - Call the exposed MCP endpoints from your application, passing the token in the request headers or environment as required.
- Choose the appropriate tool (Datapoint or Articles) based on the query type.
Key Features of Morningstar MCP Server
- Two specialized tools: one for precise numeric datapoints, another for rich textual research.
- MCP‑based interface: consistent request/response format for easy integration.
- Broad coverage: supports stocks, funds, ETFs, and other securities across global markets.
- Secure authentication: requires a dedicated Morningstar token.
- Lightweight deployment: can be launched with a single
npxcommand.
Use Cases of Morningstar MCP Server
- Building a financial dashboard that shows latest price, market cap, and ratings for a watchlist.
- Powering a robo‑advisory recommendation engine with fair‑value and moat scores.
- Supplying a mobile app with curated Morningstar articles on investment strategies.
- Enabling back‑office compliance tools to verify fund size, domicile, and NAV values.
- Integrating research content into wealth‑management chatbots.
FAQ from the Morningstar MCP Server
Q: Do I need a paid Morningstar subscription? A: Yes, an authentication token is provided only to licensed Morningstar customers.
Q: Which securities are supported? A: The Datapoint tool covers equities, mutual funds, ETFs, and other listed instruments covered by Morningstar’s database.
Q: Can the Articles tool return real‑time price data? A: No. It is intended for research and opinion content only; price‑related queries should use the Datapoint tool.
Q: How is authentication handled?
A: Include the token in the Authorization header (e.g., Bearer <TOKEN>) or set it as an environment variable as shown in the server configuration.
Q: Is there rate limiting? A: Rate limits are imposed by Morningstar’s backend services and are communicated in the response headers.
Morningstar MCP Server's README
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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Morningstar MCP Server's Information
- Author
- Morningstar
- Category
- Data & Analytics
- Language
- Python
- License
- MIT License
- Stars
- 17
- Updated
- 21 days ago
Configuration
{
"mcpServers": {
"morningstar-mcp-server": {
"command": "npx",
"args": [
"-y",
"morningstar-mcp-server"
],
"env": {
"API_KEY": "<YOUR_API_KEY>"
}
}
}
}Configure Clients
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