Morningstar

Retrieve market data, analyst research, economic moat ratings, investment screens, fund holdings, and hundreds of financial data points through Morningstar’s MCP server.

Features

• Investment & Datapoint Lookup: Look up Morningstar IDs for any stock, ETF, or mutual fund by name or ticker, plus access to 400+ financial datapoints with definitions

• Market Data & Time-Series: Retrieve current and historical price data, market caps, P/E ratios, and other financial metrics with customizable date ranges

• Analyst Research Reports: Access comprehensive Morningstar analyst research including economic moat ratings, fair value estimates, financial health assessments, and risk analysis

• Investment Screening: Screen stocks, ETFs, and mutual funds with custom criteria using various financial metrics and operators

• Fund Holdings Analysis: Get detailed portfolio composition and top holdings for any mutual fund or ETF with position weights

• Research Articles: Search Morningstar’s editorial content on investment strategies, retirement planning, and sustainable investing

What you’ll need to connect

No Setup Required: Authentication is handled automatically through OAuth2 workflow