generated: '2026-07-22'
method: derived
source: mcp/morningstar-mcp.yml + openapi/ (refined Direct Web Services / Dynamic
  Services specs); MCP tool names and descriptions from the published docs - live
  tools/list is OAuth-gated, so bindings are by name/semantics, not schema.
surfaces:
  openapi: openapi/ (117 refined per-tag specs from 41 harvested Morningstar OpenAPI documents)
  mcp:
    url: https://mcp.morningstar.com/mcp
    gated: true
    note: tools/list returns 401 invalid_token anonymously; a licensed Morningstar
      account is required for authenticated introspection.
  graphql: null
crosswalk:
- tool: morningstar-id-lookup-tool
  category: entity-resolution
  rest: [AutoComplete_GetAutoCompleteData]
  binding: rest
  confidence: medium
  note: Entity detection maps most closely to the Dynamic Services autocomplete
    endpoint (openapi/morningstar-autocomplete-api-openapi.yml); the tool also
    resolves datapoint names, which the REST surface splits across
    listEquityDataPoints / listManagedInvestmentDataPoints.
- tool: morningstar-data-tool
  category: investment-data
  rest: [retrieveInvestmentDetails, postInvestments, Securities_GetSecuritiesDetails,
    listEquityDataPoints, listManagedInvestmentDataPoints]
  binding: rest
  confidence: medium
  note: AI-ready datapoints for funds/ETFs/stocks are served by the Investment
    Details and Securities surfaces (openapi/morningstar-investment-details-api-openapi.yml,
    openapi/morningstar-securities-api-openapi.yml, openapi/morningstar-data-points-api-openapi.yml).
- tool: morningstar-fund-holdings-tool
  category: holdings
  rest: [getFullPortfolioHoldingsMonthEndOrQuarterEndMostRecentPackage, retrievePortfolioHoldingsDates]
  binding: rest
  confidence: medium
  note: Top-holdings retrieval backed by the Portfolio Holdings package endpoints
    (openapi/morningstar-portfolio-holdings-api-openapi.yml).
- tool: morningstar-portfolio-analysis-tool
  category: portfolio-analysis
  rest: [generatePortfolioXRay, XRayV1_PostAsync]
  binding: rest
  confidence: medium
  note: X-Ray methodology breakdowns map to the Portfolio X-Ray endpoints in both
    Direct Web Services (openapi/morningstar-x-ray-api-openapi.yml) and the async
    Dynamic Services variant (openapi/morningstar-x-rays-api-openapi.yml).
- tool: morningstar-screener-tool
  category: screening
  rest: [queryEquityInvestments, queryManagedInvestments, Screener_GetScreenerData,
    Screener_PostScreenerData]
  binding: rest
  confidence: medium
  note: Screening criteria map to the equities / managed-investments screener
    endpoints (openapi/morningstar-screener-api-openapi.yml).
- tool: morningstar-analyst-research-tool
  category: research
  rest: [Get, Get2]
  binding: rest
  confidence: low
  note: Analyst forward-looking reports most closely match the Equity Company
    Research endpoints (openapi/morningstar-equity-company-research-api-openapi.yml);
    the tool's retrieval-style slicing of reports has no exact public REST twin.
mcp_only:
- tool: morningstar-articles-tool
  reason: Morningstar.com editorial articles, news, and commentary have no public
    REST operation in the harvested specs - editorial search exists only inside
    the docs-only Enterprise Component APIs surface.
rest_only:
- capability: authentication
  operations: [createToken]
- capability: agent-orchestration
  operations: [run_morningstar_agent_v1_run_post, run_stream_morningstar_agent_v1_run_stream_post,
    status_morningstar_agent_v1_status_get, ready_morningstar_agent_v1_ready_get]
  note: The Morningstar Agent API wraps the MCP tools in a managed endpoint rather
    than being wrapped by them.
- capability: portfolio-engines
  operations: [generatePortfolioXRay-adjacent engines - performance, hypothetical
      performance, optimizer, risk score, scenario analysis (see openapi/)]
- capability: financial-planning
  operations: [households, household members, portfolios, retirement plan, OCR,
    report retrieval (see openapi/)]
- capability: time-series-and-market-data
  operations: [time series sync/async, market data web services (no MCP exposure)]
coverage:
  tools_named: 7
  tools_bound: 6
  mcp_only: 1
  rest_specs_total: 117
  note: The 7 published MCP tools cover the discovery/research slice of a much
    larger (~724-operation) REST estate; most REST capability has no MCP tool.