Fair values, economic moat views, fund screens and X-Ray from Morningstar's own research.

Investment research and client portfolio checks both draw on Morningstar's own analysts and data, from the reasoning behind a stock's fair value to fund shortlists by rating or fees and an X-Ray of a portfolio.

What it is

Morningstar's remote MCP server at mcp.morningstar.com/mcp. It gives AI assistants Morningstar's research, articles and investment data, which Morningstar says covers more than 200,000 global securities. A licensed Morningstar account is required.

What you get

Morningstar analyst and quantitative reports on stocks, funds and ETFs, including fair value, economic moat and Bulls Say/Bears Say views
Answers drawn from Morningstar's articles and market commentary since 2022
Data for global mutual funds, ETFs and stocks
Screens of ETFs, funds, stocks and other investments by criteria such as fees, ratings and returns
The top holdings of a list of funds or ETFs
A portfolio or fund broken down with Morningstar's X-Ray: asset mix, sectors, regions, style and risk/return

Requirements

A licensed Morningstar account; contact your Morningstar representative if you do not have one.
In Claude, ChatGPT, Copilot, Microsoft Foundry and Perplexity you add Morningstar and sign in with your Morningstar credentials; your own code can use a token from Morningstar's Authentication API.
On Claude for Enterprise, an administrator adds it first.
Analyst reports are the latest published versions only, usually within 24 hours of release, so go to Morningstar directly for past reports.

Setup effort

Paste a URL, then authorize — add the endpoint to your client, then approve the OAuth consent screen