Morningstar

What is Morningstar MCP Server?

Morningstar MCP Server is a Python-based application that provides programmatic access to Morningstar's financial data and research tools. It acts as an interface, allowing users to integrate Morningstar's extensive financial information and analysis directly into their own applications or workflows.

How to use Morningstar MCP Server?

To use Morningstar MCP Server, you need to obtain an Auth Token and dedicated endpoints from Morningstar. Once authenticated, you can interact with the exposed tools to retrieve financial data and research. The project description implies it's a server, suggesting an API-based interaction.

Key Features of Morningstar MCP Server

• Morningstar Datapoint Tool: This tool allows users to fetch the latest values for a wide range of Morningstar datapoints, including market capitalization, ratings, fair value ratio, fair value estimate, last closing price, total return, economic moat, earnings per share (EPS), net asset value (NAV), fund size, sector, domicile, and primary share.
• Morningstar Articles Tool: This tool provides access to Morningstar's editorial content, methodologies, and thematic research. It's designed for answering questions related to finance, investing, sustainable investing, investment strategies, portfolio, and retirement, offering Morningstar's opinion, research, and analysis.

Use Cases of Morningstar MCP Server

• Financial Data Integration: Developers can integrate real-time or historical Morningstar datapoints into their financial applications, dashboards, or analytical tools.
• Investment Research Automation: Automate the retrieval of Morningstar's research and analysis for various financial topics, aiding in investment decision-making.
• Portfolio Analysis: Utilize datapoints like market capitalization and ratings for in-depth portfolio analysis and risk assessment.
• Educational Platforms: Incorporate Morningstar's authoritative financial content into educational platforms or financial literacy programs.

FAQ from Morningstar MCP Server

• How do I get an Auth Token and endpoints?
  • You need to reach out to Morningstar directly via their contact page: https://www.morningstar.com/business/brands/data-analytics/products/direct-web-services#contactus.
• Can the Morningstar Articles Tool provide factual information about a stock's rating or price?
  • No, the Morningstar Articles Tool is not intended to provide factual information regarding a stock or fund's rating, price, fair value, or performance. It focuses on Morningstar's research, opinions, and analysis.
• What kind of datapoints can I fetch with the Morningstar Datapoint Tool?
  • You can fetch a wide array of datapoints including market capitalization, ratings, fair value ratio, fair value estimate, last closing price, total return, economic moat, earnings per share (EPS), net asset value (NAV), fund size, sector, domicile, and primary share, among others.

Morningstar MCP Server

Morningstar MCP Server exposes the following Morningstar tools to be consumed using MCP.

• Morningstar Datapoint Tool

Use this tool to fetch latest values for Morningstar datapoints such as market capitalization, ratings, fair value ratio, fair value estimate, last closing price, total return, economic moat, earnings per share (EPS), net asset value (NAV), fund size, sector, domicile, primary share and more. Use this tool when the question is just a simple datapoint information look up for a security such as a stock or fund.

• Morningstar Articles Tool

Use this tool for getting answers for questions about finance, investing, sustainable investing, investment strategies, portfolio and retirement. It is a reliable resource for obtaining Morningstar's opinion, research, and analysis from Morningstar's Editorial content, methodologies and Thematic research. This tool relies solely on reliable research conducted by Morningstar for all of the information provided. This tool is not intended to provide factual information regarding a stock or fund's rating, price, fair value, or performance.

Authentication

Reach out to Morningstar for Auth Token and dedicated endpoints for your account https://www.morningstar.com/business/brands/data-analytics/products/direct-web-services#contactus