Agent Tools

Morningstar

Partner, reviewed

The Morningstar plugin enables financial analysis using Morningstar's proprietary data and research through the Morningstar MCP server.

Plugin · by morningstar · runs in Claude Code, Cowork, claude.ai · 5 skills, 1 MCP server · listed 2026-09-20

Claude Code

claude plugin install morningstar

Skills (5)

Skill datapoint-finder

Finds official Morningstar datapoint names using topic-organized buckets. Use when the user asks to find, browse, or name a datapoint — e.g. "what's the datapoint for expense ratio", "find the…

Any agent
```
npx skills add morningstar/morningstar-plugins --skill datapoint-finder
```
Skill fund-comparison

Compares exactly 2 funds or ETFs using a structural-first Morningstar analysis. Starts with a Markdown structural snapshot, supports targeted follow-up analysis, and can generate a self-contained…

Any agent
```
npx skills add morningstar/morningstar-plugins --skill fund-comparison
```
Skill fund-screener

Use when screening funds or ETFs by Morningstar category, ratings, fees, assets, returns, or risk.

Any agent
```
npx skills add morningstar/morningstar-plugins --skill fund-screener
```
Skill fund-summarizer

Use when summarizing a fund or ETF with Morningstar ratings, returns, risk, holdings, fees, and caveats.

Any agent
```
npx skills add morningstar/morningstar-plugins --skill fund-summarizer
```
Skill medalist-rating-analyzer

Analyze a fund's Morningstar Medalist Rating using live Morningstar MCP data. Use when asked to rate, analyze, or look up a specific fund by ticker, name, or Morningstar ID, including pillar scores…

Any agent
```
npx skills add morningstar/morningstar-plugins --skill medalist-rating-analyzer
```

From Anthropic's public plugin directory, read on 2026-10-15. Find a skill by task.