The Morningstar Connector lets eligible users connect Perplexity to the Morningstar MCP Server, so they can ask questions using authorized Morningstar data and research.
To use this connector, you need to be authorized to access Morningstar’s MCP server. Eligible users include users with a Morningstar MCP server license and users with a Morningstar Direct subscription.
What you need before you start
A Perplexity account with access to Connectors.
A Morningstar MCP server license or a Morningstar Direct subscription.
Your credentialed Morningstar email and password.
If you do not have access yet, contact your Morningstar account representative.
You can also request access or ask about trial options by filling out the Connect with us form on Morningstar’s Direct AI Solutions page.
How to activate it
Open Perplexity.
Go to Settings. You can find Settings under your organization icon in the bottom-left corner of the Perplexity web app.
Open the Connectors settings page.
Search for Morningstar.
Click the Morningstar connector tile.
Click Add or Enable.
When the dedicated Morningstar login page opens, sign in with your credentialed Morningstar email and password.
After the Morningstar login finishes, return to Perplexity.
Confirm that the Morningstar connector shows as connected.
Trying it out
Once Morningstar is connected, start a new query in Perplexity and use Morningstar as a source.
You can do this in either of these ways:
Type
@Morningstarin your query.Click the + icon in the search box, open Connectors and sources, and select Morningstar.
Example questions:
Using Morningstar, summarize the latest analyst research for Apple.Using Morningstar, show key data for VTI.Using Morningstar, find ETFs that match a large-cap value screen.
The exact results depend on your Morningstar license and the data available to your account.
What Morningstar can help with
Morningstar can help with workflows such as searching analyst research, finding articles and commentary, retrieving investment data, reviewing fund holdings, looking up investments, and screening.
Troubleshooting
I do not see the Morningstar connector
Check that you are on the correct Perplexity account and organization. If you are in an Enterprise organization, your Perplexity admin may also need to enable the connector for your organization.
I cannot authenticate
Confirm that you are using the credentialed Morningstar email and password associated with your Morningstar MCP server license or Morningstar Direct subscription. If you still cannot sign in, contact your Morningstar account representative.
I do not have access yet
Contact your Morningstar account representative or fill out the Connect with us form on Morningstar’s Direct AI Solutions page.
Can I get trial access?
Morningstar offers trial access to its connector for prospective customers. To ask about a trial, contact your Morningstar account representative or fill out the Connect with us form on Morningstar’s Direct AI Solutions page.
The connector works, but some questions do not return data
Your Morningstar license controls which content and data you can access. Try a simpler query first, such as asking for available data or searching for an investment by name or ticker.
I connected Morningstar, but answers are not using it
Start a new query and make sure Morningstar is selected as a source. You can use @Morningstar in the query or select Morningstar from Connectors and sources.