Morningstar, Inc. announced a suite of integrations with Microsoft technologies designed to bring its investment intelligence into AI-powered workflows used by financial services firms. The integrations span Microsoft 365 Copilot, Copilot Studio, and Microsoft 365 ecosystems, enabling investment professionals to access Morningstar’s analyst-driven insights and investment data within existing tools for research, analysis, and client servicing. Adam Wheat, chief technology officer for the Direct Platform at Morningstar, stated, “Bringing Morningstar’s data and research into Microsoft tools embeds our independent investment intelligence into the everyday workflows firms already use—helping support more informed decisions across the investment process.” The new Microsoft 365 Copilot connector uses Model Context Protocol (MCP) to expand access within AI-driven workflows. The federated Copilot connector enables Morningstar data to surface alongside internal datasets within Microsoft tools like Copilot Chat, Copilot in Excel, and Researcher agent. A dedicated Copilot agent allows users to surface analyst-backed information grounded in Morningstar’s proprietary data and analytics. The Morningstar plugin for Copilot Cowork seeks to bring an approach to fund screening, analysis and comparison through investment research, trusted data, and proprietary analytics across global asset classes.