Integrations · Market dataConnect Morningstar to Well
Bring Morningstar fund analysis, equity research, and ratings into Well, joined to the securities and companies you track.
What Well pulls from Morningstar
Morningstar feeds fund rating, security, report into Well as a source. The connection is read-only; disconnect at any time from your workspace settings to revoke Morningstar’s access.
| From Morningstar | In Well | Relation | |
|---|---|---|---|
| Fund rating | Investment signal | Feeds | |
| Security | Instrument | Resolves to | |
| Report | Audit attachment | Preserves as |
- Sync mode
- MCP hybrid
- Refresh
- live + reconciliation reads
- Direction
- Morningstar → Well
What Well does with your Morningstar connection
Connect
Connect Morningstar over OAuth (MCP DCR): Well registers a client through Morningstar's OAuth Dynamic Client Registration and you approve on Morningstar's side, so the password never reaches Well; Well holds only a scoped token it can refresh.
Sync
Well brings fund rating, security, and report in from Morningstar on live events backed by periodic reconciliation reads. The first sync backfills history in the background and the connection stays live after.
Enrich
Well resolves each Morningstar entity into investment signal, instrument, and audit attachment, assigns categories, and links every record to an audit trail across the rest of your connected tools.
Available
Your data from Morningstar lands in the workspace as investment signal, instrument, and audit attachment you can search, chart, and automate.
Questions Morningstar unlocks
Ask in plain language. Well answers from your connected Morningstar connection, resolved against the rest of your stack.
Ask anything about your Morningstar connection
Ask about your Morningstar connection…
Connect Morningstar in three steps
- 01
Authorise Morningstar via MCP
From Well's Connections panel, search for Morningstar and click Connect. Well discovers Morningstar's MCP OAuth metadata from its .well-known endpoint, registers a client via Dynamic Client Registration, and routes you through the authorize prompt on Morningstar's side. No client credentials to paste.
- AuthOAuth (MCP DCR)
- DiscoveryMCP .well-known
- MCP servermcp.morningstar.com/mcp
- 02
Map your entities
Well's MCP client discovers fund rating, security, and report from Morningstar that Morningstar's MCP server exposes and brings them into your workspace using the canonical mappings defined in Well's data-views layer. You can inspect the workspace data model from Settings > Data Model.
- Mappingpreconfigured by Well
- 03
Use the data
Ask questions in conversation, build records tables, or let agents act on Morningstar records. Because Morningstar ships through MCP, Well treats every entity it exposes as queryable graph state alongside the rest of your connected tools.
- First syncstarts as soon as connect completes
MCP handshake typically completes under a minute on warm connections. Resource enumeration runs immediately after; full backfill of historical Morningstar records happens in the background.
How Morningstar stays secure with Well
Well connects to Morningstar's MCP server (mcp.morningstar.com/mcp) via the Model Context Protocol. The MCP server itself handles credential issuance through OAuth Dynamic Client Registration; Well never sees a long-lived Morningstar secret. Tokens are scoped to the fund rating, security, and report Morningstar exposes and refreshed server-side. Reads only, Well cannot modify or delete Morningstar records.
- granted
Read Morningstar records
Resources the Morningstar MCP server exposes, scoped by your OAuth approval.
- granted
Resolve fund rating, security, and report across your stack
Match identifiers in Morningstar against the same entities your other connected tools expose, so each record carries cross-tool context.
- refused
Modify or delete Morningstar records
Not granted; Morningstar is read-only in Well. Write-back is opt-in per connector when a write surface exists.
- refused
Store Morningstar passwords or session cookies
Authentication runs through OAuth (MCP DCR) tokens we never see.
Frequently asked questions about Morningstar and Well
From Well, open Connections, find Morningstar, and click Connect. Well discovers the OAuth metadata at mcp.morningstar.com/mcp/.well-known/oauth-authorization-server, registers a client on the fly via Dynamic Client Registration, and walks you through the authorize prompt on Morningstar's side. No client_id or client_secret to paste; the handshake takes roughly a minute.
Well brings in fund rating, security, and report from Morningstar and reshapes each entity into your workspace: fund rating becomes investment signal; security becomes instrument. Every record arrives with the source identifier preserved, so Morningstar stays the source of truth while Well lets you query the data alongside the rest of your stack.
Each Morningstar fund rating, analyst report, and equity research note is linked to the matching position or company in your workspace. Ask "what's Morningstar's outlook on the funds I track for Globex" and Well returns the research with the analyst's confidence and update history.
Yes. Morningstar reports are indexed in your workspace as audit attachment, so questions like "show me last week's reports from Morningstar" return them with the original Morningstar link, the workspace context, and any related records (counterparty, period, attached document) joined inline.
Well combines live Morningstar events with periodic reconciliation reads of fund rating, security, and report. New rows appear within seconds when Morningstar pushes them; periodic reads catch anything a push missed. The first connect backfills history from Morningstar in the background.
Open Connections > Morningstar in Well and click Disconnect. Well calls Morningstar's token revocation endpoint and stops calling Morningstar immediately on its side; provider-side propagation to Morningstar's admin panel varies by provider. The fund rating, security, and report Well already synced stay in your workspace by default; ask Support to purge them if your compliance flow requires it.
Morningstar records are stored in the region Well operates for your workspace. Specific region details and the steps to change region are available from Support. See /privacy for the current data-handling policy.
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Ready to connect Morningstar?
Connect once. Every fund rating, security, report from Morningstar becomes searchable, queryable, and ready for your agents and tables. Disconnect any time.