Morningstar's MCP-powered connector gives clients cross-asset investment data and independent research on funds, equities and more, including insights from its global analyst teams. It includes skills such as a fund screener, fund comparison, fund summarizer and Medalist Rating analyzer.
How to use
- 1Add it in ChatGPT
Open Morningstar in ChatGPT's Plugin directory (button above), select + to add it and sign in if asked.
- 2Use it in a chat
Type @ in the composer and pick Morningstar, or start your message with its name. ChatGPT may also suggest it when it fits what you ask.
Things to ask
- “Morningstar, compare these two large-cap growth funds”
- “Morningstar, screen for low-cost bond funds with a Gold Medalist Rating”
- “Morningstar, summarize this fund's strategy and fees”
Disconnect
- 1Disconnect it in ChatGPT
Open Settings, then Apps or Plugins (the label depends on your rollout), select Morningstar and choose Disconnect. ChatGPT stops acting through your account; past conversations aren't deleted.