Morningstar agent skills for Claude Code, Cursor and RevampKey

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

Download RevampKey, free I have it: connect Morningstar

Connect Morningstar once and all 3 skills install themselves and stay up to date. Mac, Windows and Linux.

All 3 Morningstar 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-only6 Morningstar tools

Use Morningstar data with AI

Gives the AI the working rules for the Morningstar connector: confirm the account and entitlements, resolve the right identifier, pick the right tool, and report gaps honestly. It asks before changing any saved state.

Use it when

You want to look up a fund, ETF or stock and get its key data without mixing up share classes
A Morningstar call returns a permission error or nothing, and you need to know what that means
You want the AI to treat article and research text as information, not instructions

Tools it uses

morningstar-id-lookup-tool
morningstar-data-tool
morningstar-analyst-research-tool
morningstar-articles-tool
morningstar-screener-tool
morningstar-fund-holdings-tool

Example

Pull the key data and latest analyst view for the ETF with ticker VTI, and tell me if the lookup finds more than one match.

The lookup returned two candidates for VTI: the US-listed ETF and a second listing under a different exchange code. I used the US-listed one (ISIN and Morningstar ID confirmed in the response) and pulled its data and analyst research. Figures are dated to the latest update shown. The second listing is not covered in this answer; tell me if you want that one instead.

Use in RevampKeyRead the full skill →

Read-only5 Morningstar tools

Fund and security due diligence with Morningstar

Builds a dated, sourced due-diligence memo on one fund or security, resolving its identifier, then pulling data, holdings, analyst research and recent articles. It keeps what the sources say separate from the reviewer's judgement and asks before saving or sharing anything.

Use it when

You are considering one fund and want a structured review before deciding.
You want to check what a fund actually holds, not just its name.
You need a memo that shows which claims are sourced and which are your own inference.

Tools it uses

morningstar-id-lookup-tool
morningstar-data-tool
morningstar-fund-holdings-tool
morningstar-analyst-research-tool
morningstar-articles-tool

Example

Do due diligence on the Vanguard Wellington fund, including holdings and analyst view.

Resolved to one share class (Admiral, as of today). Top ten holdings make up a little over a third of assets, as of the latest holdings date. The published analyst view is dated last quarter and rates it positively, but the stated reasoning predates a manager change reported in an article from two months ago. I would treat the rating as dated and flag the manager question as unverified.

Use in RevampKeyRead the full skill →

Read-only3 Morningstar tools

Build a peer screening shortlist with Morningstar

Turns a set of written criteria into a ranked shortlist of funds or securities, with every exclusion logged and a sensitivity check. It asks before saving or changing anything in your account.

Use it when

You need to narrow a large fund universe to a manageable set of candidates.
You want a screen that another person can audit, with every exclusion explained.
You are checking whether a shortlist holds up when the ranking weights change.

Tools it uses

morningstar-data-tool
morningstar-screener-tool
morningstar-id-lookup-tool

Example

Shortlist European large-cap equity funds with at least a 10-year history, ranked on 10-year annualised return and expense ratio, and show me who I dropped and why.

Universe 412 funds; 58 failed the 10-year history filter and 31 failed the share class rule, leaving 323. Ranking on 10-year return and expense ratio, I kept the top 15. Three names were borderline and only qualify under one weighting. Excluded names are listed by reason, and the shortlist is a set to research further, not a recommendation.

Use in RevampKeyRead the full skill →

Get all 3 without copying a file

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

Download RevampKey

How Morningstar skills work

Connect Morningstar
The Morningstar MCP server gives the agent its tools.
Ask in plain words
“Do due diligence on the Vanguard Wellington fund, including holdings and analyst view.” 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 skills

In RevampKey the skills install themselves when you connect Morningstar. In other tools each skill is one folder with a SKILL.md file, and you also need the Morningstar 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. All 3 skills come with it and stay up to date; they go away when you remove the connector.
Ask in plain language, for example “Do due diligence on the Vanguard Wellington fund, including holdings and analyst view.”
Download RevampKeyConnect Morningstar · 1 click
Get RevampKey to connect Morningstar
RevampKey is a free desktop app for Mac, Windows and Linux. Install it, sign in, and Morningstar is one click away with its skills already attached.
Download RevampKey
Not now? Use the skills in your current tool
for s in essentials investment-fund-due-diligence peer-screening-shortlist; do curl -fsSL --create-dirs -o .claude/skills/morningstar-$s/SKILL.md https://revampkey.com/marketplace/morningstar/skills/$s/SKILL.md done
Other tools

Into this project’s .claude/skills folder

Connect the Morningstar MCP server in Claude Code.

Run this in your project folder to add all 3 skills:

for s in essentials investment-fund-due-diligence peer-screening-shortlist; do
  curl -fsSL --create-dirs -o .claude/skills/morningstar-$s/SKILL.md https://revampkey.com/marketplace/morningstar/skills/$s/SKILL.md
done

Ask in plain language, for example “Do due diligence on the Vanguard Wellington fund, including holdings and analyst view.”

Into the shared .agents/skills folder

Connect the Morningstar MCP server in Cursor.

Run this in your project folder to add all 3 skills:

for s in essentials investment-fund-due-diligence peer-screening-shortlist; do
  curl -fsSL --create-dirs -o .agents/skills/morningstar-$s/SKILL.md https://revampkey.com/marketplace/morningstar/skills/$s/SKILL.md
done

Ask in plain language, for example “Do due diligence on the Vanguard Wellington fund, including holdings and analyst view.”

Into the shared .agents/skills folder

Connect the Morningstar MCP server in Codex.

Run this in your project folder to add all 3 skills:

for s in essentials investment-fund-due-diligence peer-screening-shortlist; do
  curl -fsSL --create-dirs -o .agents/skills/morningstar-$s/SKILL.md https://revampkey.com/marketplace/morningstar/skills/$s/SKILL.md
done

Ask in plain language, for example “Do due diligence on the Vanguard Wellington fund, including holdings and analyst view.”

Into the shared .agents/skills folder

Connect the Morningstar MCP server in VS Code.

Run this in your project folder to add all 3 skills:

for s in essentials investment-fund-due-diligence peer-screening-shortlist; do
  curl -fsSL --create-dirs -o .agents/skills/morningstar-$s/SKILL.md https://revampkey.com/marketplace/morningstar/skills/$s/SKILL.md
done

Ask in plain language, for example “Do due diligence on the Vanguard Wellington fund, including holdings and analyst view.”

RevampKey or copy the files?

In RevampKey

One click when you connect Morningstar
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 MCP server yourself
Works in Claude Code, Cursor, Codex and VS Code

See the command

Morningstar skills FAQ

What is a Morningstar agent skill?

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

Do the Morningstar skills change anything on their own?

3 of the 3 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.

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; elsewhere you copy the folders into your project or skills directory.

Do I need the Morningstar MCP server too?

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

Morningstar MCP server setup · This page as Markdown

Put Morningstar’s best workflows in your agent

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

Download RevampKey Connect Morningstar · 1 click

All 3 Morningstar skills

Use Morningstar data with AI

Use it when

Tools it uses

Fund and security due diligence with Morningstar

Use it when

Tools it uses

Build a peer screening shortlist with Morningstar

Use it when

Tools it uses

Get all 3 without copying a file

How Morningstar skills work

How to install Morningstar skills

RevampKey or copy the files?

In RevampKey

Copy into your project

Morningstar skills FAQ

Put Morningstar’s best workflows in your agent

Skills for related tools