Morningstar MCP Server
Morningstar · Market & Financial Data
Official MCP server exposing Morningstar analyst research, market analysis, fund holdings, portfolio X-Ray analytics, screening tools and investment data via Streamable HTTP.
How to connect Morningstar MCP Server
Step 1
Remote server — paste a URL
Morningstar MCP Server publishes a remote (Streamable HTTP) endpoint, so nothing is installed locally. Add it as a custom connector in Claude, ChatGPT or your IDE and paste the endpoint below.
Endpoint
https://mcp.morningstar.com/mcp
Client config snippet
{
"mcpServers": {
"morningstar-mcp": {
"url": "https://mcp.morningstar.com/mcp"
}
}
}Step 2
Authenticate with Enterprise
Access is provisioned by the vendor or your firm's administrator. Ask your account team for MCP access, sandbox credentials and the allowed data scopes.
Step 3
Verify, then widen access
Restart your client, confirm the server's tools appear, and run one read-only question first. Keep client-side approval prompts on for any tool that can write, trade or send. Confirm with your firm's compliance policy before connecting systems holding client data.