Morningstar MCP Server

The Morningstar MCP Server is an official integration from Morningstar that connects AI assistants to Morningstar's investment data and research content via the Model Context Protocol. It exposes two specialized tools: one for fetching specific financial datapoints on securities (stocks, funds, ETFs) and another for retrieving Morningstar's editorial research, methodologies, and thematic content on investing topics.

The server is intended for clients of Morningstar's Direct Web Services. Authentication requires a Morningstar-issued Auth Token and dedicated API endpoints provisioned per customer account, so this is not a self-serve developer product. It is built for institutional users like advisors, wealth managers, and analysts who already have Morningstar entitlements and want to integrate that data into AI workflows.

Important note on status: the original public GitHub repository (Morningstar/morningstar-mcp-server) was archived on September 16, 2025, with a note that "development on this MCP Server is being done outside this repo." Customers should contact Morningstar directly for the current distribution, endpoints, and any hosted server URL.

Tools

Prerequisites

• An active Morningstar Direct Web Services account
• A Morningstar-issued Auth Token
• Dedicated endpoints for your account (DATAPOINT_TOOL_URL and RETRIEVAL_TOOL_URL)

Request these from Morningstar via the Direct Web Services contact page.

Status notice

The official public repo Morningstar/morningstar-mcp-server was archived on September 16, 2025. Morningstar has indicated that active development continues outside the public repo. Confirm the current distribution channel with Morningstar before relying on the archived code.

Self-hosted setup (archived repo)

Install dependencies:

pip install mcp httpx python-dotenv

Set the required environment variables (values provided by Morningstar):

export DATAPOINT_TOOL_URL="<your_datapoint_endpoint>"
export RETRIEVAL_TOOL_URL="<your_retrieval_endpoint>"
export MORNINGSTAR_AUTH_TOKEN="<your_auth_token>"

Run the server (stdio transport):

python src/server.py

Claude Desktop / MCP client config

{
  "mcpServers": {
    "morningstar": {
      "command": "python",
      "args": ["src/server.py"],
      "env": {
        "DATAPOINT_TOOL_URL": "<your_datapoint_endpoint>",
        "RETRIEVAL_TOOL_URL": "<your_retrieval_endpoint>",
        "MORNINGSTAR_AUTH_TOKEN": "<your_auth_token>"
      }
    }
  }
}

If Morningstar has provisioned a hosted MCP endpoint for your account, point your client at that URL instead and use the Auth Token they provide.

• Pull current Morningstar star ratings, fair value estimates, and economic moat assessments for a list of equities in a research workflow
• Look up fund-level data (NAV, fund size, sector exposure, domicile) when building or reviewing client portfolios
• Ask Morningstar's editorial content for explanations of investing concepts, sustainable investing methodologies, or retirement strategies
• Power advisor copilots that combine factual datapoint lookups with Morningstar's published research on the same security
• Surface Morningstar opinions and thematic research inside an internal LLM-based investment research tool

• "What is Morningstar's current star rating, fair value estimate, and economic moat for AAPL?"
• "Get the NAV, fund size, and sector breakdown for VFIAX."
• "What does Morningstar say about the long-term outlook for sustainable investing in emerging markets?"
• "Compare market cap, EPS, and total return for MSFT, GOOGL, and AMZN."
• "Summarize Morningstar's research on retirement withdrawal strategies."

• Official Morningstar integration with access to proprietary ratings, fair value, and editorial research not available elsewhere
• Clean two-tool split between factual datapoints and qualitative research, which is easy for an LLM to route between
• Built on the standard MCP protocol, so it plugs into Claude Desktop, Cursor, and other MCP clients

• The public GitHub repo is archived as of September 2025; current distribution requires contacting Morningstar directly
• Not self-serve: requires a paid Morningstar Direct Web Services entitlement, an Auth Token, and dedicated per-account endpoints
• Documentation is sparse and gated behind the Morningstar developer portal, with no install or setup details in the public README

• Financial Datasets MCP for stock prices, financials, and fundamentals via the Financial Datasets API
• Alpha Vantage MCP servers (community implementations) for free-tier equity, FX, and crypto market data
• Bloomberg or FactSet API integrations if you already have an institutional terminal entitlement (no official MCP server, but similar institutional-data niche)