Morningstar Direct AI skills
Morningstar Direct AI skills let Bonfire's on-device agents help you summarize research reports, compare funds, and draft investment memos using your Morningstar context. Running locally on Windows or Mac, these skills keep your financial data on your own hardware.
What Bonfire can do in Morningstar Direct
Real actions from the Morningstar Direct API that a Bonfire agent can run on your behalf, on-device.
| Action | Resource | Method · Endpoint |
|---|---|---|
| Get OAuth token | Auth | POST /token/oauth |
| Query investment data | Investments | GET /direct-web-services/v1/investments |
| Request data package | Investments | POST /direct-web-services/v1/investments |
| List data views | Views | GET /direct-web-services/v1/investments/views |
| Get view data points | Views | GET /direct-web-services/v1/investments/views/{viewId} |
Morningstar Direct agents in action
On your machine, not a SaaS
Bonfire Terminal
- Your keys & data stay on your device
- Perpetual license — no per-seat SaaS fee
- Any connected model — Claude, GPT, Gemini or Grok
- Offline Llama for local, private reasoning
- Driven from chat you already use
Cloud AI middleman
- Keys & data pass through a third-party server
- Recurring subscription, usage caps
- Model locked to the vendor
- Yet another dashboard to log into
Morningstar Direct — questions
Can Bonfire automate Morningstar Direct?
Yes. Bonfire runs on your machine, holds your Morningstar Direct credentials locally, and a connected model (Claude, GPT, Gemini or Grok) drives the Morningstar Direct API to run the actions you ask for in chat.
Does my Morningstar Direct data go to the cloud?
Bonfire runs on your desktop and keeps your keys local — it isn't a SaaS holding your data. Only the specific request you approve is sent to your chosen AI model.
Which AI models can I use?
Any connected model — Claude, GPT, Gemini or Grok. A fully offline Llama model runs locally for private reasoning but can't reach live APIs.