# Morningstar agent skills for Claude Code, Cursor and RevampKey

> Ready-made Morningstar playbooks for AI agents: fund and security due diligence with Morningstar, build a peer screening shortlist with Morningstar. Free SKILL.md files for Claude Code, Cursor and Codex, or one click in RevampKey.

## Skills

- [Use Morningstar data with AI](https://revampkey.com/marketplace/morningstar/skills/essentials.md): 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.
- [Fund and security due diligence with Morningstar](https://revampkey.com/marketplace/morningstar/skills/investment-fund-due-diligence.md): 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.
- [Build a peer screening shortlist with Morningstar](https://revampkey.com/marketplace/morningstar/skills/peer-screening-shortlist.md): 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.

## Install

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

```bash
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
```

### 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.

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