morningstar

The Morningstar MCP Server exposes two primary tools for MCP consumers: the Morningstar Datapoint Tool and the Morningstar Articles Tool. The Datapoint Tool lets you fetch latest values for a wide range of 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, and other security attributes. The Articles Tool provides access to Morningstar’s research and editorial content on finance, investing, sustainable investing, investment strategies, portfolios, and retirement. Both tools are designed to be consumed by MCP clients to retrieve either data points or Morningstar analysis without leaving the MCP framework. Use the Datapoint Tool for quick datapoint lookups and the Articles Tool when you need Morningstar’s research and methodology commentary.

To use the server, authenticate with the provided token from Morningstar and then query the appropriate tool with your question or datapoint request. If you’re querying a datapoint, specify the security identifier (e.g., ticker or fund name) and the datapoint you want. For articles, provide a topic or question related to finance or portfolio construction to obtain Morningstar’s editorial insights. The server will return structured results that can be integrated into your MCP workflow or client application.

Prerequisites:

• Node.js and npm installed on your system (recommended Node.js LTS).
• Access credentials (auth token) from Morningstar as described in the repository’s authentication note.

Installation steps:

1. Ensure environment is ready:
   • Install Node.js from https://nodejs.org/
   • Confirm npm is available: npm -v
2. Install and run the MCP server via npx (no global install required):
   • In your terminal, run: npx -y morningstar-morningstar-mcp-server
3. If you need to run with a specific config, you can set environment variables (e.g., AUTH_TOKEN) and pass additional options as needed by your client. Example: AUTH_TOKEN=your-auth-token npx -y morningstar-morningstar-mcp-server
4. Verify the server is running and accessible from your MCP client, then begin querying the Morningstar Datapoint Tool and Morningstar Articles Tool via the MCP gateway.

Notes and tips:

• This server relies on an authentication token provided by Morningstar; keep your token secure and rotate as recommended by Morningstar.
• If you encounter connectivity or authorization errors, double-check the AUTH_TOKEN value and ensure network access to Morningstar endpoints.
• The documentation mentions two tools; ensure your MCP client routes requests to the correct tool endpoints (Datapoint vs. Articles) as required by your use case.
• Since the repository is archived and ongoing development happens outside this repo, operations may rely on external maintenance; monitor for token or endpoint changes from Morningstar and adapt the client configuration accordingly.