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Morningstar MCP Server exposes various tools for financial data retrieval.

Created 3 months ago

Morningstar MCP Server exposes various tools for financial data retrieval.

development documentation public

What is Morningstar MCP Server exposes various tools for financial data retrieval.?

Morningstar MCP Server exposes the following Morningstar tools to be consumed using MCP: Morningstar Datapoint Tool for fetching latest values for datapoints like market capitalization, ratings, and more; and Morningstar Articles Tool for obtaining insights on finance and investing. Authentication requires reaching out to Morningstar for an Auth Token.

Documentation

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

Server Config

{
  "mcpServers": {
    "morningstar-mcp-server-exposes-various-tools-for-financial-data-retrieval.-server": {
      "command": "npx",
      "args": [
        "morningstar-mcp-server-exposes-various-tools-for-financial-data-retrieval."
      ]
    }
  }
}

Links & Status

Repository: github.com
Hosted: No
Global: No
Official: Yes

Project Info

Hosted Featured
Created At: Aug 08, 2025
Updated At: Aug 08, 2025
Author: Morningstar
Category: finance
Tags:
development documentation public