Morningstar
Generally AvailableAfter completing OAuth2 authorization, an AI agent can query fund and equity fundamentals, Morningstar ratings, and research to support security screening and portfolio decisions.
- Investment Research
- Fund Data
- Equity Data
- Authentication
- OAuth 2.0
- Hosting
- Vendor-hosted endpoint
- Required scopes
- 4
How it works
Every agent request passes through Ferentin policy before it reaches Morningstar.
- AI agentAsks for something
- Ferentin policies
- OAuth 2.0 consent
- Granular scope selection
- Audit logging
- Morningstar MCP serverAuthorized connection
- Governed resultMasked, logged, returned
What you can do with Morningstar
- Fund data
- Equity data
- Star ratings
- Security screening
- Investment research
Permissions requested
The OAuth 2.0 scopes Morningstar asks you to approve when you connect.
| Scope | Access |
|---|---|
| offline_access | Not rated |
| openid | Not rated |
| Not rated | |
| profile | Not rated |
Before you connect
- Morningstar requires a subscription / entitlement — connecting needs valid Morningstar credentials.
- User mode authorizes via OAuth; Dynamic Client Registration (DCR) auto-registers Ferentin as a client, so no client ID/secret is entered manually (credential inheritance: ALLOW_INHERIT).
- Agent mode uses a tenant-bound Bearer token.
- Listed in Anthropic's financial-services MCP directory: https://github.com/anthropics/financial-services
About Morningstar
Morningstar is an investment research firm providing data, ratings, and analysis on mutual funds, ETFs, equities, and other securities.
Frequently asked about Morningstar
- What can AI agents do with Morningstar through Ferentin?
- Through Ferentin, agents can use Morningstar for fund data, equity data, star ratings, security screening and investment research. Every call is checked against your Ferentin policies first.
- How is Morningstar access secured?
- Requests through the Morningstar integration are covered by OAuth 2.0 consent, granular scope selection and audit logging. These controls are applied by Ferentin, not by Morningstar, so they hold across every connected agent.
- What permissions does the Morningstar integration require?
- The Morningstar integration requests 4 OAuth 2.0 scopes: offline_access; openid; email; profile
- How do I connect Morningstar to Ferentin?
- Open the Ferentin admin console, add Morningstar as a new connection and authenticate with OAuth 2.0. You then choose which permissions and which tools your agents may use, and the connection goes live for everyone covered by your policies.
- Is the Morningstar integration generally available?
- Yes. The Morningstar integration is generally available on Ferentin, including the free tier.
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