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
Authorize Well to access Morningstar
Start the connection process in your Well dashboard and authorize Well to access your Morningstar data.
- AuthOAuth (MCP DCR)
- DiscoveryMCP .well-known
- MCP servermcp.morningstar.com/mcp
- 02
Map your entities
Confirm the connection to allow Well to read your company and people records.
- Mappingpreconfigured by Well
- 03
Use the data
Wait for the initial sync to complete as Well brings your Morningstar profiles into your workspace.
- First syncstarts as soon as connect completes
You can disconnect this read-only connection at any time from your settings.
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
How does Well retrieve data from Morningstar?
Well connects to Morningstar to read company and people records, bringing this information directly into your workspace.
Can I update my Morningstar records from within Well?
No. Well only reads data from Morningstar. It does not write, push, or modify any information in your Morningstar account.
How often does Well update the company and people details?
Well syncs in the background to ensure your workspace has the latest profile details from Morningstar.
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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.