Morningstar
Up-to-date investment and market insights
Up-to-date investment and market insights
AI platform support
Listing status and connection method are tracked independently per platform.
| Platform | Status | Method | Read | Write | Search | Publish | Verified |
|---|---|---|---|---|---|---|---|
| ChatGPT | No record — not known to be available | ||||||
| Claude | Listed in public directory (observed) | Not yet verified | ? | ? | ? | ? | Oct 31, 2026 |
| Gemini | |||||||
| Consumer | No record — not known to be available | ||||||
| Enterprise Business | No record — not known to be available | ||||||
| Enterprise Standard/Plus | No record — not known to be available | ||||||
| Copilot | |||||||
| Microsoft 365 Copilot | Listed in public directory (observed) | Not yet verified | ? | ? | ? | ? | Oct 31, 2026 |
| Copilot Studio / Power Platform | Listed in public directory (observed) | Not yet verified | ? | ? | ? | ? | Oct 31, 2026 |
| Perplexity | No record — not known to be available | ||||||
| Le Chat | No record — not known to be available | ||||||
| Muse | No record — not known to be available | ||||||
| Instinct | No record — not known to be available | ||||||
| Grok | No record — not known to be available | ||||||
| Google Workspace Marketplace | No record — not known to be available | ||||||
| Google Search AI Mode | No record — not known to be available | ||||||
| Poe | No record — not known to be available | ||||||
AI visibility
Measurement methodology| Platform / edition | Test status |
|---|---|
| ChatGPT | Not tested |
| Claude | Not tested |
| Gemini | |
| Consumer | Not tested |
| Enterprise Business | Not tested |
| Enterprise Standard/Plus | Not tested |
| Copilot | |
| Microsoft 365 Copilot | Not tested |
| Copilot Studio / Power Platform | Not tested |
| Perplexity | Not tested |
| Le Chat | Not tested |
| Muse | Not tested |
| Instinct | Not tested |
| Grok | Not tested |
| Google Workspace Marketplace | Not tested |
| Google Search AI Mode | Not tested |
| Poe | Not tested |
Setup & sources
Morningstar on Claude
Listed in public directory (observed)Not yet verified
Claude
- Official listing
- Morningstar
- Directory description
- Up-to-date investment and market insights
- Directory categories
- Financial services
- Extension type
- Web
- Anthropic verified
- Verified by Anthropic in the directory
- Checked
- Oct 31, 2026
Morningstar on Microsoft 365 Copilot
Listed in public directory (observed)Not yet verified
Microsoft 365 Copilot
- Official listing
- Morningstar
- Product / edition compatibility
- Microsoft 365 Copilot
- Directory description
- Look up fund and ETF ratings, stock research, and market data.
- Directory categories
- Accounting and finance
- Extension type
- Not yet verified
- Microsoft listing status
- Officially listed for Microsoft 365 Copilot. Other editions are not implied.
- Publisher
- Morningstar
- Connector variant
- Federated · real-time MCP
- Preview status
- Not yet verified
- License tier
- Not yet verified
- Published actions
- Not yet verified
- Published triggers
- Not yet verified
- Official documentation
- Microsoft catalog documentation
- Checked
- Oct 31, 2026
Morningstar on Microsoft Copilot Studio
Listed in public directory (observed)Not yet verified
Copilot Studio / Power Platform
- Official listing
- Morningstar
- Product / edition compatibility
- Copilot Studio / Power Platform
- Directory description
- Not yet verified
- Directory categories
- Not yet verified
- Extension type
- Not yet verified
- Microsoft listing status
- Officially listed for Copilot Studio / Power Platform. Other editions are not implied.
- Publisher
- Morningstar, Inc.
- Connector variant
- Copilot Studio / Power Platform
- Preview status
- Preview
- License tier
- Premium
- Published actions
- Not yet verified
- Published triggers
- Not yet verified
- Official documentation
- Microsoft catalog documentation
- Checked
- Oct 31, 2026
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