Morningstar MCP, Morningstar's official MCP server

Q: What is the Morningstar MCP server URL?

https://mcp.morningstar.com/mcp. In Claude and ChatGPT you usually pick Morningstar from the connector or app list instead of typing it.

Official · by MorningstarRemote

Gethttps://mcp.morningstar.com/mcpDocs

Tools: 8; 8 read · 0 change
Works in: 2; supported apps
Risk: Low; read only
Auth: OAuth; sign in, no key

Lets Claude, ChatGPT or Copilot use Morningstar research, fund and stock data, screens and portfolio X-Ray, with a licensed account.

This is Morningstar's own hosted server for people with a licensed Morningstar account. It lets Claude, ChatGPT or Copilot pull Morningstar analyst research, fund, ETF and stock data, top holdings and screens, and run an X-Ray of a portfolio. In Claude and ChatGPT you add Morningstar from the connector or app list and sign in with your Morningstar login. It only reads data, but without a license it will not work, so check with your Morningstar account representative first.

Good for

Wealth and asset managers screening funds and doing manager due diligence in chat
Financial advisors preparing client portfolio reviews with Morningstar data
Analysts who want Morningstar research and ratings next to their own notes in Claude
Firms building their own AI agents on licensed Morningstar data

Works in

2 supported · 12 should work

Tap an app to see how to set it up and any known problems.

Install Morningstar MCP

Claude Code

Copy this prompt.

Add the Morningstar MCP server to Claude Code. Run this command:

claude mcp add --transport http morningstar https://mcp.morningstar.com/mcp

Then check that it loaded and tell me if I need to sign in or restart.

2
Paste it into Claude Code. It shows the change and asks before running it.

Requires Licensed Morningstar account.

Read-only mode: Nothing to set: every Morningstar tool only reads data.

You need a licensed Morningstar account; ask your Morningstar account representative if you do not have one. Morningstar's docs do not cover this client. The steps add the hosted address in this client's usual format; whether the Morningstar sign-in completes here is not documented, so code access with a bearer token from Morningstar's Authentication API is the documented fallback.

Built from the package data we hold. Not yet tested by us.

Tools

Finds funds, ETFs or stocks that match criteria you set
Returns a list of investments that match your criteria, such as expense ratio, returns, Morningstar rating, manager tenure or valuation.
Try: “Find US large-cap ETFs with expense ratios under 0.1% and a 4-star rating or better”
Read · morningstar-screener-tool
Gets Morningstar data on a fund, ETF or stock
Pulls specific Morningstar data points for mutual funds, ETFs and stocks worldwide, such as total return, P/B ratio, Sharpe ratio, NAV or economic moat rating.
Try: “What is the Morningstar rating and expense ratio of VTSAX?”
Read · morningstar-data-tool
Finds what Morningstar's analysts say about an investment
Returns the relevant parts of Morningstar's analyst and quantitative research reports, which look ahead at an investment's prospects.
Try: “What does Morningstar's analyst research say about Nvidia?”
Read · morningstar-analyst-research-tool
Finds Morningstar articles, news and commentary on a topic
Returns relevant parts of articles, news and commentary published on Morningstar.com and other Morningstar products.
Try: “What has Morningstar written recently about bond funds?”
Read · morningstar-articles-tool
Lists the top holdings of funds or ETFs
Returns the largest holdings for one or more mutual funds or ETFs, so you can compare what they own.
Try: “Show the top holdings of QQQ and VGT”
Read · morningstar-fund-holdings-tool
Shows which funds hold a given stock or security
Lists the funds that hold a security, ranked by how much of its shares they own, up to 500 funds per question.
Try: “What funds hold 5% or more in Microsoft?”
Read · morningstar-security-ownership-tool
Breaks down a portfolio by asset class, sector, region, style and risk
Runs Morningstar's X-Ray on a portfolio or fund, showing asset allocation, sector exposure, regions, investment style and risk and return figures.
Try: “X-Ray a portfolio of 60% VTI and 40% BND”
Read · morningstar-portfolio-analysis-tool
Used by the assistant behind the scenes
Works out which investments and data points your question is about
Identifies the funds, stocks and data points in your question so the other Morningstar tools can look them up. The assistant uses it behind the scenes.
Try: “Look up the Morningstar ID for the Vanguard 500 Index Fund”
Read · morningstar-id-lookup-tool

From the official docs

Pros and cons

Good

Made and run by Morningstar, with nothing to install.
Sign in with your Morningstar login in Claude, ChatGPT and Copilot.
Covers analyst research, articles, fund, ETF and stock data, holdings, fund ownership and screens.
Runs Morningstar's X-Ray portfolio breakdown by asset class, sector, region and style.
Read-only, so it cannot change anything.
Shows only the data your license covers.

Watch out

Needs a licensed Morningstar account; there is no free or self-serve plan.
In Claude, an Enterprise admin has to add the connector first.
Focused on research and data, with no trading or account actions.
Code access needs a separate token from Morningstar's Authentication API.

Permissions

low risk · 3 things to watch

Low risk

The risk is low because every tool only reads Morningstar data, and you only see what your license allows.

What it can do

Read your data
Create and change things
Delete things
Read-only modeHow to turn it on

Watch out for

Ignore unofficial npm packages
Some directories list an npx package under Morningstar's name. Morningstar's docs only describe the hosted address, so use that. developer.morningstar.com
It only reads Morningstar data
Every tool returns research, data, holdings or screens. Nothing in your account or portfolios is changed. developer.morningstar.com
Check figures before acting on them
Morningstar advises keeping a person in the loop when AI tools work with investment data. morningstar.com

Security advisories

No published security advisories as of Nov 1, 2026.

Technical details

Turning on read-only	Every tool only returns data or research; nothing can be changed.
Sign-in and keys	In Claude, ChatGPT and Copilot you sign in with your Morningstar account. Code connects with a bearer token from Morningstar's Authentication API.

Alternatives

Use Morningstar if your firm already licenses its data and research. FactSet is the peer for FactSet subscribers, and Alpha Vantage or Financial Modeling Prep suit people who need market data without an enterprise contract.

Server	Official	Runs	Sign-in	GitHub stars
For Morningstar
MorningstarThis page	Official	Hosted	Account	–
Other tools for the same job
FactSetFor FactSet	Official	Hosted	Account	–
Alpha Vantage	Official	Hosted	–	224
Massive	Official	–	–	399
Financial Modeling Prep	Community	HostedLocal	–	150

Questions

Is the Morningstar MCP server free?

No. You need a licensed Morningstar account. Ask your Morningstar account representative, or use the contact form on Morningstar's AI solutions page.

What is the Morningstar MCP server URL?

https://mcp.morningstar.com/mcp. In Claude and ChatGPT you usually pick Morningstar from the connector or app list instead of typing it.

How do I add Morningstar to Claude?

A Claude for Enterprise admin first adds Morningstar as a custom connector with the address above. You then open Connectors, pick Morningstar and sign in with your Morningstar login.

Is there a Morningstar app in ChatGPT?

Yes. Open Explore apps from the tools menu, search for Morningstar and connect. You still need a licensed Morningstar account.

Can it trade or change my portfolio?

No. It only reads research and data and analyses holdings you give it.

Is there an npm package for the Morningstar MCP server?

Morningstar's docs describe only the hosted server. Packages that third-party directories list under Morningstar's name are not in Morningstar's docs, so do not use them.

What data can it reach?

Morningstar analyst research, articles and commentary, data on mutual funds, ETFs and stocks worldwide, top fund holdings, which funds own a given stock, screens and X-Ray portfolio analysis. You only see what your license covers.

What is the DWS MCP Server?

A separate Morningstar server that needs no login. It answers questions about Morningstar's Direct Web Services APIs and helps you write code against them, but returns no financial data.

Examples

Screen thousands of funds and do manager due diligence inside Claude
Akambo, a Melbourne investment manager, screens more than 5,300 Australian-domiciled funds this way, per Morningstar.
Source
X-Ray a portfolio for asset allocation, sector, region and style
X-Ray this portfolio: 40% VTI, 30% VXUS, 30% BND. Show sector and region exposure.
Pull the top holdings of several ETFs
What are the top 10 holdings of QQQ and SPY, and how much do they overlap?
Read Morningstar's analyst view on a stock
What does Morningstar's analyst research say about Microsoft's moat and fair value?

Information

updated Nov 2, 2026

Publisher: Morningstar (official)
Endpoint: https://mcp.morningstar.com/mcp
Transport: Streamable HTTP
Auth: OAuth
Listed in: Docker MCP Catalog

Website Morningstar MCP Server docs Docker MCP Catalog

Sources

Docs, issue trackers and discussions this page is built from. Issues, quotes and findings above link to their own source.

Show all 4

Morningstar MCP Server · developer.morningstar.com
MCP server deployment explained · morningstar.com
Morningstar MCP Server: Tools and Example Questions · developer.morningstar.com
DWS MCP Server · developer.morningstar.com