generated: '2026-07-22'
method: searched
status: published
source: https://developer.morningstar.com/content/documentation/morningstar-ai-integrations/morningstar-mcp-server/overview/morningstar-mcp-server.md
server:
  name: morningstar
  transport: http
  url: https://mcp.morningstar.com/mcp
  docs: https://developer.morningstar.com/direct-web-services/documentation/morningstar-ai-integrations/morningstar-mcp-server/overview
  authentication:
    type: oauth2
    flows:
    - authorizationCode
    authorization_endpoint: https://mcp.morningstar.com/authorize
    token_endpoint: https://mcp.morningstar.com/token
    registration_endpoint: https://mcp.morningstar.com/register
    pkce: S256
    scopes:
    - offline_access
    - openid
    - email
    - profile
    metadata: well-known/morningstar-oauth-authorization-server.json
    note: A licensed Morningstar account is required. Anonymous tools/list returns HTTP 401 invalid_token
      with resource_metadata pointing at /.well-known/oauth-protected-resource/mcp, so live tool inputSchemas
      need authenticated introspection - the tool list below is from the published docs.
  integrations:
  - Claude
  - ChatGPT
  - Copilot Studio
  - Copilot App
  - Microsoft Foundry
  - Perplexity
tools:
- name: morningstar-analyst-research-tool
  description: Returns relevant portions of Morningstar's analyst- and quantitative-driven forward-looking
    investment reports.
- name: morningstar-articles-tool
  description: Returns relevant portions of articles, news, and commentary published on Morningstar.com
    and other Morningstar products.
- name: morningstar-data-tool
  description: Retrieves Morningstar's AI-ready data for global mutual funds, ETFs, and stocks.
- name: morningstar-fund-holdings-tool
  description: Retrieves the top holdings for a list of mutual funds or ETFs.
- name: morningstar-id-lookup-tool
  description: Acts as the MCP server's entity detection layer, identifying the relevant investments and
    data points to hand off to other tools.
- name: morningstar-portfolio-analysis-tool
  description: Analyzes a portfolio of holdings or a fund using Morningstar's X-Ray methodology, delivering
    breakdowns across asset allocation, sector exposure, geographic region, investment style, and risk/return
    metrics.
- name: morningstar-screener-tool
  description: Retrieves a list of investments that match given criteria.
related:
- url: https://github.com/Morningstar/morningstar-mcp-server
  note: Archived predecessor repo (Datapoint Tool + Articles Tool); development moved off-GitHub to the
    hosted server.
- url: https://github.com/Morningstar/morningstar-plugins
  note: Official Claude Code / Codex plugin whose skills all connect to mcp.morningstar.com/mcp (see skills/).
- url: https://developer.morningstar.com/direct-web-services/documentation/morningstar-ai-integrations/morningstar-agent/overview
  note: The Morningstar Agent API (agents.morningstar.com) is a managed orchestration layer over the same
    MCP tools.
deployment:
  mode: remote
  endpoint: https://mcp.morningstar.com/mcp
  verified: probed
  probe: gated
  checked: '2026-08-12'
  source: catalog MCP census