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Morningstar MCP Server
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Morningstar MCP Server

Morningstar MCP Server provides Morningstar data point and article tools for obtaining financial data and research analysis, and requires authentication for use.
FinanceResearch and data#Financial data#Research analysis#Authentication service.Python
2.5 points
20

What is Morningstar MCP Server?

Morningstar MCP Server is a professional financial data service platform that provides Morningstar's core financial data and analysis tools through the standardized Model Context Protocol (MCP). The service includes two major functional modules: real-time market data query and professional investment research.

How to use Morningstar MCP Server?

Users need to obtain an Auth Token through authentication and then access the service via dedicated API endpoints. The system provides two main types of interfaces: data point query and article retrieval.

Applicable scenarios

Suitable for scenarios such as financial analysis, investment decision support, portfolio management, and market research. Particularly suitable for institutional users who need authoritative financial data and professional analysis content.

Main features

Data point query toolProvides real-time queries for over 60 types of professional financial data points, including core indicators such as market capitalization, ratings, fair value ratios, and earnings per share, covering stocks and fund products.
Research article toolAccess research reports and comment articles on topics such as investment strategies, sustainable investment, and retirement planning published by Morningstar's professional research team.

Advantages and limitations

Advantages
Data authority - From a globally leading independent investment research institution
Wide coverage - Includes core data indicators for stocks and funds
Professional research - Provides verified investment strategy analysis
Standardized interfaces - Adopts the unified MCP protocol for easy integration
Limitations
Requires commercial authorization - Does not provide public free access
Data delay - Some data is not updated in real-time
Coverage - Mainly focuses on the North American and European markets
The article tool does not provide specific ratings and price information for individual stocks

How to use

Obtain authentication
Contact Morningstar's business department to obtain an Auth Token and dedicated API endpoints.
Select the tool type
Choose the data point query tool or research article tool according to your needs.
Build a request
Build an API request containing authentication information according to the MCP protocol specification.
Parse the response
Process the returned JSON format data.

Usage examples

Stock fundamental analysisInvestment managers need to quickly obtain key indicators of a stock for valuation analysis.
Investment strategy researchAnalysts need to understand Morningstar's latest views on ESG investment.

Frequently Asked Questions

How to obtain API access rights?
What is the data update frequency?
Does it support historical data query?

Related resources

Morningstar Business Services Official Website
Product introduction and contact information
MCP Protocol Specification Document
Detailed API interface specification
Data Field Reference Manual
Definitions and descriptions of all queryable data points
Installation
Copy the following command to your Client for configuration
Note: Your key is sensitive information, do not share it with anyone.
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