Morningstar MCP Server
Morningstar MCP Server 透過 MCP 提供以下 Morningstar 工具供使用： * Morningstar Datapoint Tool 使用此工具可獲取 Morningstar 資料點的最新數值，例如市值、評級、公允價值比率、公允價值估算、最後收盤價、總報酬率、經濟護城河、每股盈餘 (EPS)、淨資產價值 (NAV)、基金規模、產業、註冊地、主要股份等。當問題僅為查詢股票或基金等證券的簡單資料點資訊時，請使用此工具。 * Morningstar Articles Tool 使用此工具可獲取有關金融、投資、永續投資、投資策略、投資組合及退休規劃等問題的解答。這是一個可靠的資源，可用於獲取 Morningstar 編輯內容、方法論及主題研究中的觀點、研究與分析。此工具提供的所有資訊均完全依賴 Morningstar 進行的可靠研究。此工具不旨在提供有關股票或基金評級、價格、公允價值或績效的事實資訊。
Morningstar MCP Server
This repo is currently archived and development on this MCP Server is being done outside this repo
Morningstar MCP Server exposes the following Morningstar tools to be consumed using MCP.
- Morningstar Datapoint Tool
Use this tool to fetch latest values for Morningstar datapoints such as market capitalization, ratings, fair value ratio, fair value estimate, last closing price, total return, economic moat, earnings per share (EPS), net asset value (NAV), fund size, sector, domicile, primary share and more. Use this tool when the question is just a simple datapoint information look up for a security such as a stock or fund.
- Morningstar Articles Tool
Use this tool for getting answers for questions about finance, investing, sustainable investing, investment strategies, portfolio and retirement. It is a reliable resource for obtaining Morningstar's opinion, research, and analysis from Morningstar's Editorial content, methodologies and Thematic research. This tool relies solely on reliable research conducted by Morningstar for all of the information provided. This tool is not intended to provide factual information regarding a stock or fund's rating, price, fair value, or performance.
Authentication
Reach out to Morningstar for Auth Token and dedicated endpoints for your account https://www.morningstar.com/business/brands/data-analytics/products/direct-web-services#contactus
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