Leverage Morningstar's extensive financial data and research to inform investment decisions. Access key data points and editorial content for comprehensive market analysis.

Outcomes

What it gets done

Retrieve market capitalization, ratings, and fair value estimates for securities.

Access fund information including NAV, size, and jurisdiction.

Query Morningstar's editorial and research content on finance, investing, and sustainable investing.

Obtain data on economic moat and revenue for companies.

Install

Add it to your toolbox

Run in your project directory:

curl -fsSL https://spark.entire.vc/get/vb-morningstar | bash

Capabilities

Tools your agent gets

morningstar_datapoint_tool

Retrieve latest Morningstar data points including market cap, ratings, and fair value estimates for securities.

morningstar_articles_tool

Get answers to questions about finance, investing, and investment strategies from Morningstar research.

Overview

Morningstar MCP Server

The Morningstar MCP Server exposes the Morningstar Datapoint Tool to fetch the latest values for various financial datapoints, such as market capitalization, ratings, fair value ratio, and last closing price for securities. It also includes the Morningstar Articles Tool, which provides access to Morningstar's editorial content, research, and analysis on finance, investing, and sustainable investing. Use this tool when an AI client needs to look up simple, factual datapoint information for a security or requires insights and analysis from Morningstar's expert editorial content on investing topics.

What it does

As an AI client, I want to access Morningstar's financial data and research so that I can answer user questions about investments. Specifically, I need to be able to fetch the latest values for Morningstar datapoints (like market cap, ratings, and prices) using the Morningstar Datapoint Tool, and get answers on finance, investing, and sustainable investing topics from Morningstar's Editorial content using the Morningstar Articles Tool.

Source README

Morningstar MCP Server

This repo is currently archived and development on this MCP Server is being done outside this repo

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

FAQ

Common questions

Discussion

Access Morningstar Financial Data and Research

What it gets done

Add it to your toolbox

Tools your agent gets

Morningstar MCP Server

What it does

Morningstar MCP Server

Authentication

Common questions

Questions & comments · 0