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

> Ready-made Morningstar Credit Analytics playbooks for AI agents: review a structured credit deal's capital stack and collateral with AI, check structured credit deal surveillance and commentary, loan credit diligence and news. Free SKILL.md files for Claude Code, Cursor and Codex, or one click in RevampKey.

## Skills

- [Morningstar Credit Analytics with AI](https://revampkey.com/marketplace/morningstar-credit-analytics/skills/essentials.md): 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.
- [Review a structured credit deal's capital stack and collateral with AI](https://revampkey.com/marketplace/morningstar-credit-analytics/skills/deal-structure-and-collateral-review.md): 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.
- [Check structured credit deal surveillance and commentary](https://revampkey.com/marketplace/morningstar-credit-analytics/skills/deal-surveillance-and-commentary-check.md): 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.
- [Loan credit diligence and news](https://revampkey.com/marketplace/morningstar-credit-analytics/skills/loan-credit-diligence-and-news.md): 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.
- [Screen credit deals and loans against your portfolio](https://revampkey.com/marketplace/morningstar-credit-analytics/skills/portfolio-exposure-and-explorer-screen.md): 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.

## Install

- RevampKey: connect Morningstar Credit Analytics at https://revampkey.com/marketplace/morningstar-credit-analytics; the skills come with it.
- Any Agent Skills tool, into the current project:

```bash
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
```

### 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.

MCP setup guide: https://revampkey.com/marketplace/morningstar-credit-analytics.md