Morningstar
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Access Morningstar analyst research, articles, fund, ETF and stock data, fund holdings and X-Ray portfolio analysis.
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mcp.tc/i/morningstarlisting.about
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.
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- Read Morningstar analyst research and articles
- Look up fund, ETF and stock data
- Inspect fund holdings
- Run X-Ray portfolio analysis
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listing.prompts
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.
listing.setup.h
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Claude Code
- Run this in a terminal, in your project folder:
claude mcp add --transport http morningstar https://mcp.morningstar.com/mcp- 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
- Open Settings → Connectors and click Add custom connector.
- Name it Morningstar and paste this URL:
https://mcp.morningstar.com/mcp- 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
- Open the connector form on claude.ai. This button fills in the name and URL for you:
- Check that the URL reads
https://mcp.morningstar.com/mcpand click Add. - 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
- On chatgpt.com, open Settings → Security and login and turn on Developer mode.
- Go to
chatgpt.com/pluginsand click + to create an app for a remote MCP server. - Paste
https://mcp.morningstar.com/mcpas 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):
{
"mcpServers": {
"morningstar": {
"url": "https://mcp.morningstar.com/mcp"
}
}
}Cursor shows Needs login next to the server. Click it to sign in.
VS Code
Install in VS Code a11y.new_tab
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:
{
"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
- Add it to
~/.config/devin/mcp_config.json(macOS and Linux) or%APPDATA%\devin\mcp_config.json(Windows):
{
"mcpServers": {
"morningstar": {
"serverUrl": "https://mcp.morningstar.com/mcp"
}
}
}- 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 morningstarOr edit ~/.codex/config.toml directly:
[mcp_servers.morningstar]
url = "https://mcp.morningstar.com/mcp"Gemini CLI
gemini mcp add --transport http morningstar https://mcp.morningstar.com/mcpThen, 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.
listing.faq
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 and 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.
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