Morningstar Credit Analytics agent skills for Claude Code, Cursor and RevampKey

5 ready-made playbooks that teach an AI agent how to do real Morningstar Credit Analytics work: which tools to call, what to check first, and when to stop and ask you.

Download RevampKey, free I have it: connect Morningstar Credit Analytics

Connect Morningstar Credit Analytics once and all 5 skills install themselves and stay up to date. Mac, Windows and Linux.

All 5 Morningstar Credit Analytics skills

Each skill is one job. You ask in plain words and the agent loads the skill that matches, then follows its steps.

Start hereRead-only22 Morningstar Credit Analytics tools

Morningstar Credit Analytics with AI

Routes structured credit questions to the right level, deal, loan or portfolio, and the right tool family, then reads results without flooding context. It asks before changing any saved state.

Use it when

You need to know whether a structured credit deal is the right place to start for a question
You are pulling loan or borrower news and want to avoid mixing levels
You want to screen many names but keep the output to a usable size

Tools it uses

DealSearch
DealDetail
DealBonds
DealLoans
DealTopLoansSummary
DealBreakdowns
DealLossForecast
DealSurveillanceDashboardUi
DealNoteworthyMetrics
DealCommentary
LoanSearch
LoanDetails
LoanModeUi
get_newsflash_for_loan
newsflash_search
explorer_filter_options_get
explorer_filters_get
explorer_search
Portfolios
PortfolioIntelligenceData
PortfolioIntelligenceUi
Morningstar-portfolio-analysis-tool

Example

Which tools should I use to check how the Harbor Street 2021 CLO is doing this quarter?

Start at deal level. Resolve the name with DealSearch, then read DealNoteworthyMetrics and DealCommentary for the current status, noting the as-of date on each. I will pull DealBonds only if you then want the tranche structure. Nothing will be saved or changed in your account.

Use in RevampKeyRead the full skill →

Read-only7 Morningstar Credit Analytics tools

Review a structured credit deal's capital stack and collateral with AI

Walks one structured credit deal from its bonds down through its loan collateral, top-loan concentration and loss forecast, showing how the capital structure is built. It reads only and asks before changing any scope.

Use it when

You want to see the tranches of a structured deal and how much sits beneath the senior class.
You need to know how concentrated the top loans in a CLO-style pool are.
You are checking whether the loss forecast leaves room for the senior bonds.

Tools it uses

DealSearch
DealDetail
DealBonds
DealLoans
DealBreakdowns
DealTopLoansSummary
DealLossForecast

Example

How is the Harbor Point 2021-2 deal structured, and how concentrated are its top loans?

Harbor Point 2021-2 (data as of the latest reporting date). The senior class has about 38% of the pool beneath it in enhancement, which is a narrow cushion for an AAA tranche. The top 10 loans hold roughly 24% of the balance, and the largest single loan is about 3.1%. The loss forecast leaves the senior class covered, but with less room than the mezzanine.

Use in RevampKeyRead the full skill →

Read-only4 Morningstar Credit Analytics tools

Check structured credit deal surveillance and commentary

Reviews one or more structured credit deals against the surveillance dashboard, noteworthy metrics and analyst commentary, and ranks what needs attention. It reads only and asks before changing any saved view or workspace.

Use it when

A watchlist of deals needs a periodic status check
A deal's status changed and you want to know why
You want recent analyst commentary summarised against the metrics

Tools it uses

DealSearch
DealSurveillanceDashboardUi
DealNoteworthyMetrics
DealCommentary

Example

Check my watchlist of CLO deals for anything that moved this quarter and tell me what needs a closer look.

I checked 12 deals. Two need action: one has a dashboard breach on its senior coverage test, with the metric moving from 1.32x to 1.24x and commentary pointing to rising defaults in one sector. Three are on watch for minor metric moves. The remaining seven are stable.

Use in RevampKeyRead the full skill →

Read-only5 Morningstar Credit Analytics tools

Loan credit diligence and news

Investigates one loan in a structured credit deal, pulling its details and modelling view, checking borrower news over a stated window, and writing a dated note on whether anything bears on repayment risk. It asks before saving or changing anything.

Use it when

A loan in a CLO or ABS deal shows a new rating view and you want to know why.
You need to check whether a borrower has had recent covenant or liquidity news.
Before a committee, you want a dated credit note on one obligor.

Tools it uses

LoanSearch
LoanDetails
LoanModeUi
get_newsflash_for_loan
newsflash_search

Example

Do credit diligence on the Acme Industrial Holdings term loan in deal CLO-2019-3 and tell me if any recent news affects repayment.

Acme Industrial Holdings (trading as Acme Industrial) has one term loan in CLO-2019-3. The modelling view is dated last quarter and does not reflect a covenant waiver reported in the news last month. I reviewed 14 items over the last 12 months, and 3 are repayment-relevant: a covenant waiver, a supplier dispute and a refinancing announcement. Confidence is medium because the waiver rests on a single trade report.

Use in RevampKeyRead the full skill →

Read-only11 Morningstar Credit Analytics tools

Screen credit deals and loans against your portfolio

Builds a screened list of Morningstar Credit Analytics deals or loans from your criteria, then compares it with a portfolio to show overlap, gaps and concentration. It asks before changing any saved portfolio or view.

Use it when

You want to screen the market for deals that fit a mandate
You need to see how a shortlist lines up with a portfolio
You want to find concentration or gaps across many credit names

Tools it uses

explorer_filter_options_get
explorer_filters_get
explorer_search
DealSearch
LoanSearch
DealDetail
Portfolios
PortfolioIntelligenceData
PortfolioIntelligenceUi
Morningstar-portfolio-analysis-tool
LoanDetails

Example

Screen US CLO deals rated BBB or better and tell me which ones overlap with my Core Credit portfolio.

Screen returned 46 deals across 46 reviewed rows. Of these, 9 are already held in Core Credit, 31 are not held, and 6 holdings in the portfolio fall outside the screen. The largest held share is 22% in a single sponsor's CLO. Spot-checked the top 5 names against deal detail; all matched the rating filter.

Use in RevampKeyRead the full skill →

Get all 5 without copying a file

RevampKey adds the skills when you connect Morningstar Credit Analytics, updates them for you and removes them when you disconnect.

Download RevampKey

How Morningstar Credit Analytics skills work

Connect Morningstar Credit Analytics
The Morningstar Credit Analytics MCP server gives the agent its tools.
Ask in plain words
“How is the Harbor Point 2021-2 deal structured, and how concentrated are its top loans?” Each SKILL.md says when it applies, so only the one that fits is loaded.
Approve any change
The agent calls the tools in order, checks its work, and shows you any change before it makes it.

How to install Morningstar Credit Analytics skills

In RevampKey the skills install themselves when you connect Morningstar Credit Analytics. In other tools each skill is one folder with a SKILL.md file, and you also need the Morningstar Credit Analytics MCP server connected there.

About 1 minute · nothing to copy

Download RevampKey for Mac, Windows or Linux and sign in.
Open Connectors and connect Morningstar Credit Analytics. All 5 skills come with it and stay up to date; they go away when you remove the connector.
Ask in plain language, for example “How is the Harbor Point 2021-2 deal structured, and how concentrated are its top loans?”
Download RevampKeyConnect Morningstar Credit Analytics · 1 click
Get RevampKey to connect Morningstar Credit Analytics
RevampKey is a free desktop app for Mac, Windows and Linux. Install it, sign in, and Morningstar Credit Analytics is one click away with its skills already attached.
Download RevampKey
Not now? Use the skills in your current tool
for s in essentials deal-structure-and-collateral-review deal-surveillance-and-commentary-check loan-credit-diligence-and-news portfolio-exposure-and-explorer-screen; do curl -fsSL --create-dirs -o .claude/skills/morningstar-credit-analytics-$s/SKILL.md https://revampkey.com/marketplace/morningstar-credit-analytics/skills/$s/SKILL.md done
Other tools

Into this project’s .claude/skills folder

Connect the Morningstar Credit Analytics MCP server in Claude Code.

Run this in your project folder to add all 5 skills:

for s in essentials deal-structure-and-collateral-review deal-surveillance-and-commentary-check loan-credit-diligence-and-news portfolio-exposure-and-explorer-screen; do
  curl -fsSL --create-dirs -o .claude/skills/morningstar-credit-analytics-$s/SKILL.md https://revampkey.com/marketplace/morningstar-credit-analytics/skills/$s/SKILL.md
done

Ask in plain language, for example “How is the Harbor Point 2021-2 deal structured, and how concentrated are its top loans?”

Into the shared .agents/skills folder

Connect the Morningstar Credit Analytics MCP server in Cursor.

Run this in your project folder to add all 5 skills:

for s in essentials deal-structure-and-collateral-review deal-surveillance-and-commentary-check loan-credit-diligence-and-news portfolio-exposure-and-explorer-screen; do
  curl -fsSL --create-dirs -o .agents/skills/morningstar-credit-analytics-$s/SKILL.md https://revampkey.com/marketplace/morningstar-credit-analytics/skills/$s/SKILL.md
done

Ask in plain language, for example “How is the Harbor Point 2021-2 deal structured, and how concentrated are its top loans?”

Into the shared .agents/skills folder

Connect the Morningstar Credit Analytics MCP server in Codex.

Run this in your project folder to add all 5 skills:

for s in essentials deal-structure-and-collateral-review deal-surveillance-and-commentary-check loan-credit-diligence-and-news portfolio-exposure-and-explorer-screen; do
  curl -fsSL --create-dirs -o .agents/skills/morningstar-credit-analytics-$s/SKILL.md https://revampkey.com/marketplace/morningstar-credit-analytics/skills/$s/SKILL.md
done

Ask in plain language, for example “How is the Harbor Point 2021-2 deal structured, and how concentrated are its top loans?”

Into the shared .agents/skills folder

Connect the Morningstar Credit Analytics MCP server in VS Code.

Run this in your project folder to add all 5 skills:

for s in essentials deal-structure-and-collateral-review deal-surveillance-and-commentary-check loan-credit-diligence-and-news portfolio-exposure-and-explorer-screen; do
  curl -fsSL --create-dirs -o .agents/skills/morningstar-credit-analytics-$s/SKILL.md https://revampkey.com/marketplace/morningstar-credit-analytics/skills/$s/SKILL.md
done

Ask in plain language, for example “How is the Harbor Point 2021-2 deal structured, and how concentrated are its top loans?”

RevampKey or copy the files?

In RevampKey

One click when you connect Morningstar Credit Analytics
Updated for you when a skill improves
Removed when you disconnect
The MCP server is set up for you
800+ other connectors, same way

Download free

Copy into your project

One command per project
Run it again to get updates
You connect the Morningstar Credit Analytics MCP server yourself
Works in Claude Code, Cursor, Codex and VS Code

See the command

Morningstar Credit Analytics skills FAQ

What is a Morningstar Credit Analytics agent skill?

A SKILL.md file: a short playbook an AI agent loads when your request matches it. Each Morningstar Credit Analytics skill describes one job, which Morningstar Credit Analytics tools to use in which order, what to check first and when to stop and ask you.

Do the Morningstar Credit Analytics skills change anything on their own?

5 of the 5 only read. The others tell the agent to show you the change and wait for a yes before it creates, edits or deletes anything in Morningstar Credit Analytics.

Which tools can use these skills?

Any agent that reads the open Agent Skills format: Claude Code, Cursor, Codex, VS Code with Copilot and RevampKey. In RevampKey they are attached when you connect Morningstar Credit Analytics; elsewhere you copy the folders into your project or skills directory.

Do I need the Morningstar Credit Analytics MCP server too?

Yes. The skills tell the agent how to do the work; the Morningstar Credit Analytics MCP server gives it the tools to do it. The Morningstar Credit Analytics MCP setup guide covers every client.

Morningstar Credit Analytics MCP server setup · This page as Markdown

Put Morningstar Credit Analytics’s best workflows in your agent

Download RevampKey, connect Morningstar Credit Analytics and ask your first question in about a minute.

Download RevampKey Connect Morningstar Credit Analytics · 1 click

All 5 Morningstar Credit Analytics skills

Morningstar Credit Analytics with AI

Use it when

Tools it uses

Review a structured credit deal's capital stack and collateral with AI

Use it when

Tools it uses

Check structured credit deal surveillance and commentary

Use it when

Tools it uses

Loan credit diligence and news

Use it when

Tools it uses

Screen credit deals and loans against your portfolio

Use it when

Tools it uses

Get all 5 without copying a file

How Morningstar Credit Analytics skills work

How to install Morningstar Credit Analytics skills

RevampKey or copy the files?

In RevampKey

Copy into your project

Morningstar Credit Analytics skills FAQ

Put Morningstar Credit Analytics’s best workflows in your agent

Skills for related tools