Morningstar

Servidor MCP de Morningstar

Access Morningstar analyst research, articles, fund, ETF and stock data, fund holdings and X-Ray portfolio analysis.

Inicio de sesión OAuth (Inicias sesión con el proveedor la primera vez que te conectas)Streamable HTTP

Conectar con Morningstar

Morningstar requiere iniciar sesión. Conéctate con su propia URL:

https://mcp.morningstar.com/mcp

La primera vez, tu cliente abre el inicio de sesión de Morningstar. El token queda entre tu cliente y Morningstar.

Compartir este servidor

Abre esta página, con la URL y los pasos de configuración.

mcp.tc/i/morningstar

Descripción

Connects an assistant to Morningstar content. It covers analyst research and articles, data on funds, ETFs and stocks, fund holdings, and X-Ray portfolio analysis.

The server is hosted at https://mcp.morningstar.com/mcp and uses streamable HTTP. Users sign in with OAuth, and dynamic client registration is supported. A licensed Morningstar account is required, which is arranged through Morningstar sales.

Qué puedes hacer

  • Read Morningstar analyst research and articles
  • Look up fund, ETF and stock data
  • Inspect fund holdings
  • Run X-Ray portfolio analysis

Herramientas

Morningstar solo muestra sus herramientas después de iniciar sesión, así que no podemos listarlas aquí. Tu cliente las muestra cuando te conectes.

Prompts de ejemplo

  • Summarize the latest Morningstar analyst research on this fund.

  • Show the top holdings of this ETF.

  • Run an X-Ray analysis on my portfolio.

  • Find recent Morningstar articles about this stock.

Configuración

Todos los clientes se conectan a mcp.morningstar.com, y la primera vez Morningstar te pide que inicies sesión. Elige el tuyo; la página recuerda tu elección.

Claude Code

  1. Run this in a terminal, in your project folder:
claude mcp add --transport http morningstar https://mcp.morningstar.com/mcp
  1. Start Claude Code, type /mcp, pick morningstar and choose Authenticate. A browser window opens for the Morningstar sign-in.

Add --scope user to make it available in every project, not just this one.

Claude Desktop

  1. Open Settings → Connectors and click Add custom connector.
  2. Name it Morningstar and paste this URL:
https://mcp.morningstar.com/mcp
  1. Click Add, then Connect, and sign in when Morningstar asks.

Claude Desktop’s JSON config file only starts local servers. Remote servers go through Connectors, and connectors you add on claude.ai show up here too.

claude.ai

  1. Open the connector form on claude.ai. This button fills in the name and URL for you:
  1. Check that the URL reads https://mcp.morningstar.com/mcp and click Add.
  2. Click Connect and sign in when Morningstar asks.

Free plans allow one custom connector. On Team and Enterprise plans an owner adds it under Organization settings → Connectors.

ChatGPT

  1. On chatgpt.com, open Settings → Security and login and turn on Developer mode.
  2. Go to chatgpt.com/plugins and click + to create an app for a remote MCP server.
  3. Paste https://mcp.morningstar.com/mcp as the server URL and choose OAuth. ChatGPT sends you to Morningstar to sign in.

Developer mode is available on the web for Plus, Pro, Business, Enterprise and Education accounts.

Cursor

Or add it by hand to ~/.cursor/mcp.json (all projects) or .cursor/mcp.json (this project):

mcp.json
{
  "mcpServers": {
    "morningstar": {
      "url": "https://mcp.morningstar.com/mcp"
    }
  }
}

Cursor shows Needs login next to the server. Click it to sign in.

VS Code

Or from a terminal:

code --add-mcp '{"name":"morningstar","type":"http","url":"https://mcp.morningstar.com/mcp"}'

Or commit it to the repo in .vscode/mcp.json:

.vscode/mcp.json
{
  "servers": {
    "morningstar": {
      "type": "http",
      "url": "https://mcp.morningstar.com/mcp"
    }
  }
}

VS Code asks you to sign in the first time the server starts.

Devin Desktop

  1. Add it to ~/.config/devin/mcp_config.json (macOS and Linux) or %APPDATA%\devin\mcp_config.json (Windows):
mcp_config.json
{
  "mcpServers": {
    "morningstar": {
      "serverUrl": "https://mcp.morningstar.com/mcp"
    }
  }
}
  1. Refresh the MCP server list in Cascade and sign in when asked.

Devin Desktop is the new name for Windsurf. It reads serverUrl (or url) for remote servers.

Codex

codex mcp add morningstar --url https://mcp.morningstar.com/mcp
codex mcp login morningstar

Or edit ~/.codex/config.toml directly:

config.toml
[mcp_servers.morningstar]
url = "https://mcp.morningstar.com/mcp"

Gemini CLI

gemini mcp add --transport http morningstar https://mcp.morningstar.com/mcp

Then, inside Gemini CLI, run /mcp auth morningstar to sign in.

This adds it to the current project. Add -s user to use it everywhere.

Any client

Most clients accept this shape. Some name the URL field differently: serverUrl in Devin Desktop, httpUrl in Gemini CLI’s settings file.

{
  "mcpServers": {
    "morningstar": {
      "type": "http",
      "url": "https://mcp.morningstar.com/mcp"
    }
  }
}

Zed puts servers under context_servers in its settings. Cline needs "type": "streamableHttp", or it assumes SSE.

Client only starts local servers? Bridge it with npx -y mcp-remote https://mcp.morningstar.com/mcp.

Preguntas frecuentes

Can I paste mcp.tc/i/morningstar into my MCP client?

No. mcp.tc links are pages, not server addresses. Connect with https://mcp.morningstar.com/mcp, so your client talks to Morningstar directly. The sign-in token only works there anyway. The quick link is for sharing: it opens this page, with setup steps for every client.

Does Morningstar need an API key or a sign-in?

Yes, you need a Morningstar account. The first time your client connects, it opens Morningstar’s sign-in page. The token goes straight to the server’s own URL, never through mcp.tc.

Is Morningstar a remote or a local server?

Remote. Morningstar hosts it at https://mcp.morningstar.com/mcp, and it speaks Streamable HTTP. There’s nothing to install.

What can Morningstar do?

You can read Morningstar analyst research and articles, look up fund, ETF and stock data y inspect fund holdings.

Which clients can use it?

Any client that supports remote MCP servers: Claude Code, Claude Desktop, claude.ai, ChatGPT in developer mode, Cursor, VS Code, Devin Desktop, Codex, Gemini CLI, Zed and others. The setup steps cover each one.

Who wrote this page?

mcp.tc’s robot read Morningstar’s own metadata (its MCP handshake, tool list and public pages), and an AI model drafted the text from it. A person reviews anything the checks can’t confirm. The text can still be wrong, so if you spot a mistake, use Report this listing on this page.

Insertar

Muestra Morningstar en un README o en tu web. Cada inserción enlaza a esta página, usa la URL propia del servidor y no instala cookies. Cómo funcionan las inserciones

Insignia para README

Vista previa de la insignia, claraVista previa de la insignia, oscura
Markdown
[![Morningstar on mcp.tc](https://mcp.tc/i/morningstar/badge.svg)](https://mcp.tc/i/morningstar)
HTML
<a href="https://mcp.tc/i/morningstar"><img src="https://mcp.tc/i/morningstar/badge.svg" alt="Morningstar on mcp.tc" height="20"></a>

Sigue el modo claro u oscuro de quien lee. Añade ?theme=light o ?theme=dark para fijarlo, o ?style=compact para mostrar el símbolo sin la palabra.

Tarjeta para web

HTML
<script src="https://mcp.tc/w/morningstar.js" async></script>

La tarjeta aparece donde esté la etiqueta. Añade data-theme="dark" o data-size="compact" a la etiqueta para cambiarla. El archivo contiene todo lo que necesita, así que no hace otras solicitudes ni instala cookies.

iframe

HTML
<iframe src="https://mcp.tc/embed/morningstar" title="Morningstar on mcp.tc" width="420" height="200" loading="lazy" allow="clipboard-write" style="border:0;border-radius:8px;max-width:100%"></iframe>

Úsalo en páginas que no permiten scripts. Añade ?theme=light o ?theme=dark a la dirección para fijar los colores.

JSON

La ficha como datos para tus propias páginas y herramientas: nombre, descripción corta, la URL propia del servidor, herramientas y los enlaces «Add to». Cualquier web puede leerla (CORS abierto).

https://mcp.tc/i/morningstar.json

Qué significa cada campo

mcp.tc no tiene relación con Morningstar. Esta página se creó a partir de los metadatos públicos de Morningstar, comprobados por última vez el 3 oct 2026, y un modelo de IA escribió la descripción, así que puede contener errores. Los nombres y marcas pertenecen a sus titulares. ¿Algo no cuadra? Reportar esta ficha.