Connect Morningstar to Cowork
Access investment research, fund ratings, and portfolio analytics from Morningstar.
What Cowork can do with Morningstar
✓Query fund ratings and performance data
✓Access investment research reports
✓View portfolio analytics and allocations
✓Pull stock and ETF fundamental data
How to connect
1
Open Cowork settings
Navigate to Settings → Connectors in Claude Desktop or claude.ai.
2
Find Morningstar
Available through the Financial Analysis Core plugin in Cowork.
3
Authorize access
Review the requested permissions and approve the connection.
4
Start using it
Ask Claude to work with your Morningstar data in any conversation.
Default permissions
- • Read fund ratings
- • View research reports
- • Access investment data
Frequently asked questions
What you need to know about connecting Morningstar to Claude Cowork.
- What can Claude Cowork do with Morningstar?
- Once connected, Claude can access investment research, fund ratings, and portfolio analytics from Morningstar, then turn the results into summaries, reports, and finished work.
- Is the Morningstar connector free in Claude Cowork?
- The connector is included with Cowork, which comes with Claude's paid plans (Pro, Max, Team, and Enterprise). You connect your own Morningstar account, and standard Morningstar pricing still applies.
- What permissions does Claude need for Morningstar?
- You authorize access through Morningstar's standard connection flow and choose what Claude can read and write. You can revoke access at any time from your Morningstar settings.
- How do I connect Morningstar to Claude Cowork?
- Open Claude Settings, go to Connectors, find Morningstar, authorize the connection, and start using Morningstar in any Cowork conversation.
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