vendor-morningstar
CommunityTurn Morningstar insights into MCP-ready results.
Finance & Accounting#mcp#data-integration#esg#investment-research#morningstar#fund-ratings#portfolio-analytics
Authorfall-development-rob
Version1.0.0
Installs0
System Documentation
What problem does it solve?
Morningstar data is often siloed behind APIs and requires manual integration. This Skill provides a pre-defined MCP interface to access fund ratings, holdings, performance, NAV, ESG risk, moat ratings, analyst reports, and portfolio analytics.
Core Features & Use Cases
- Access fund ratings, holdings, performance, NAV, ESG data, and moat ratings via the MCP tool catalog.
- Perform portfolio X-ray, asset allocation analysis, and peer comparisons to inform investment decisions.
- Use cases include fund selection, performance analysis, ESG scoring, and risk assessment across portfolios.
Quick Start
Configure the Morningstar MCP integration with your API key and run a simple fund rating lookup with ms_fund_rating.
Dependency Matrix
Required Modules
None requiredComponents
Standard package💻 Claude Code Installation
Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.
Please help me install this Skill: Name: vendor-morningstar Download link: https://github.com/fall-development-rob/corp_finance/archive/main.zip#vendor-morningstar Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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