Morningstar Agentic Access

generated: '2026-07-22'
method: generated
source: openapi/morningstar-accounts-api-openapi.yml, openapi/morningstar-activities-api-openapi.yml,
  openapi/morningstar-aggregates-financials-api-openapi.yml, openapi/morningstar-aggregates-market-capitalization-and-enterprise-value-api-openapi.yml,
  openapi/morningstar-aggregates-residual-risk-and-return-sensitivity-api-openapi.yml, openapi/morningstar-aggregates-returns-api-openapi.yml,
  openapi/morningstar-analyst-highlights-api-openapi.yml, openapi/morningstar-analyst-normalized-financials-api-openapi.yml,
  openapi/morningstar-attribution-api-openapi.yml, openapi/morningstar-autocomplete-api-openapi.yml,
  openapi/morningstar-basic-details-api-openapi.yml, openapi/morningstar-basic-reference-api-openapi.yml,
  openapi/morningstar-benchmarkfees-api-openapi.yml, openapi/morningstar-buckets-api-openapi.yml,
  openapi/morningstar-clients-api-openapi.yml, openapi/morningstar-company-entitlements-api-openapi.yml,
  openapi/morningstar-compensation-api-openapi.yml, openapi/morningstar-consensus-estimates-api-openapi.yml,
  openapi/morningstar-consensus-recommendations-api-openapi.yml, openapi/morningstar-corporate-actions-api-openapi.yml,
  openapi/morningstar-corporate-actions-price-mergers-and-acquisitions-api-openapi.yml, openapi/morningstar-credentials-api-openapi.yml,
  openapi/morningstar-cusip-api-openapi.yml, openapi/morningstar-cusip-change-api-openapi.yml,
  openapi/morningstar-custodians-api-openapi.yml, openapi/morningstar-data-points-api-openapi.yml,
  openapi/morningstar-decomposition-api-openapi.yml, openapi/morningstar-earnings-summaries-api-openapi.yml,
  openapi/morningstar-equity-company-research-api-openapi.yml, openapi/morningstar-equity-moat-framework-api-openapi.yml,
  openapi/morningstar-equity-reports-quant-and-enhanced-quant-api-openapi.yml, openapi/morningstar-equity-rps-document-api-openapi.yml,
  openapi/morningstar-esg-api-openapi.yml, openapi/morningstar-exposures-api-openapi.yml, openapi/morningstar-fees-expenses-api-openapi.yml,
  openapi/morningstar-financials-api-openapi.yml, openapi/morningstar-flow-attribution-api-openapi.yml,
  openapi/morningstar-fund-level-sustainability-ratings-research-and-analytics-api-openapi.yml,
  openapi/morningstar-fund-reports-carbon-report-api-openapi.yml, openapi/morningstar-fund-reports-esg-api-openapi.yml,
  openapi/morningstar-fund-reports-managed-investment-report-api-openapi.yml, openapi/morningstar-fund-reports-target-date-series-api-openapi.yml,
  openapi/morningstar-fund-research-ratings-and-analytics-api-openapi.yml, openapi/morningstar-governance-api-openapi.yml,
  openapi/morningstar-holdings-api-openapi.yml, openapi/morningstar-households-api-openapi.yml,
  openapi/morningstar-hypo-api-openapi.yml, openapi/morningstar-hypothetical-performance-api-openapi.yml,
  openapi/morningstar-idr-investment-details-report-api-openapi.yml, openapi/morningstar-industry-classification-api-openapi.yml,
  openapi/morningstar-industry-specific-metrics-api-openapi.yml, openapi/morningstar-investment-details-api-openapi.yml,
  openapi/morningstar-investment-list-api-openapi.yml, openapi/morningstar-investment-profiles-api-openapi.yml,
  openapi/morningstar-investments-universe-api-openapi.yml, openapi/morningstar-key-events-api-openapi.yml,
  openapi/morningstar-macro-shock-scenarios-api-openapi.yml, openapi/morningstar-market-capitalization-and-enterprise-value-api-openapi.yml,
  openapi/morningstar-market-shock-scenarios-api-openapi.yml, openapi/morningstar-models-api-openapi.yml,
  openapi/morningstar-morningstar-agent-api-openapi.yml, openapi/morningstar-oauth-api-openapi.yml,
  openapi/morningstar-office-client-api-openapi.yml, openapi/morningstar-office-institution-client-api-openapi.yml,
  openapi/morningstar-office-members-api-openapi.yml, openapi/morningstar-ownership-asset-managers-api-openapi.yml,
  openapi/morningstar-ownership-insiders-api-openapi.yml, openapi/morningstar-ownership-managed-investments-api-openapi.yml,
  openapi/morningstar-ownership-regulatory-reporting-api-openapi.yml, openapi/morningstar-ownership-summary-api-openapi.yml,
  openapi/morningstar-performance-api-openapi.yml, openapi/morningstar-persons-api-openapi.yml,
  openapi/morningstar-pjm-professional-judgement-matrix-api-openapi.yml, openapi/morningstar-plan-api-openapi.yml,
  openapi/morningstar-plannames-api-openapi.yml, openapi/morningstar-portfolio-analytics-api-openapi.yml,
  openapi/morningstar-portfolio-holdings-api-openapi.yml, openapi/morningstar-portfolio-holdings-dates-api-openapi.yml,
  openapi/morningstar-portfolio-risk-score-api-openapi.yml, openapi/morningstar-portfoliooptimizer-api-openapi.yml,
  openapi/morningstar-portfolios-api-openapi.yml, openapi/morningstar-positions-api-openapi.yml,
  openapi/morningstar-professional-judgement-matrices-api-openapi.yml, openapi/morningstar-profiles-api-openapi.yml,
  openapi/morningstar-quantitative-comparables-api-openapi.yml, openapi/morningstar-quantitative-equity-rating-analysis-api-openapi.yml,
  openapi/morningstar-quantitative-equity-research-ratings-api-openapi.yml, openapi/morningstar-questionnaires-api-openapi.yml,
  openapi/morningstar-reference-api-openapi.yml, openapi/morningstar-reference-change-api-openapi.yml,
  openapi/morningstar-report-files-api-openapi.yml, openapi/morningstar-reports-api-openapi.yml,
  openapi/morningstar-research-ratings-most-recent-and-historical-api-openapi.yml, openapi/morningstar-research-ratings-most-recent-api-openapi.yml,
  openapi/morningstar-residual-risk-and-return-sensitivity-api-openapi.yml, openapi/morningstar-returns-api-openapi.yml,
  openapi/morningstar-risk-scores-api-openapi.yml, openapi/morningstar-scenario-analysis-api-openapi.yml,
  openapi/morningstar-screener-api-openapi.yml, openapi/morningstar-securities-api-openapi.yml,
  openapi/morningstar-sedol-api-openapi.yml, openapi/morningstar-sedol-change-api-openapi.yml,
  openapi/morningstar-sensitivity-analysis-api-openapi.yml, openapi/morningstar-shareholder-stewardship-api-openapi.yml,
  openapi/morningstar-short-interest-api-openapi.yml, openapi/morningstar-solutions-api-openapi.yml,
  openapi/morningstar-statement-details-api-openapi.yml, openapi/morningstar-statistics-api-openapi.yml,
  openapi/morningstar-style-box-api-openapi.yml, openapi/morningstar-time-series-api-openapi.yml,
  openapi/morningstar-timeseries-api-openapi.yml, openapi/morningstar-token-api-openapi.yml,
  openapi/morningstar-total-shares-outstanding-api-openapi.yml, openapi/morningstar-transcripts-api-openapi.yml,
  openapi/morningstar-views-api-openapi.yml, openapi/morningstar-x-ray-api-openapi.yml, openapi/morningstar-x-rays-api-openapi.yml
description: Recommended x-agentic-access execution contracts, classified heuristically from
  the OpenAPI. A governance starting point for exposing this API to AI agents — review and bind
  audience per deployment. See research/curity/agentic-governance/.
summary:
  operations: 724
  by_action_class:
    acting: 75
    connected: 649
  by_consequence:
    write: 75
    read: 649
  human_in_the_loop_required: 0
operations:
- path: /accounts/aggregate
  method: post
  operationId: aggregateAccountsUsingPOST
  x-agentic-access:
    action-class: acting
    consequence: write
    subject: required
    audience: null
    token:
      max-ttl: 900
    escalation:
      human-in-the-loop: conditional
      triggers:
      - abnormal
      - high-value
    audit: required
- path: /accounts/{id}
  method: delete
  operationId: deleteUsingDELETE
  x-agentic-access:
    action-class: acting
    consequence: write
    subject: required
    audience: null
    token:
      max-ttl: 900
    escalation:
      human-in-the-loop: conditional
      triggers:
      - abnormal
      - high-value
    audit: required
- path: /activities/summary
  method: get
  operationId: getSummaryUsingGET
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    token:
      max-ttl: 3600
    audit: none
- path: /direct-web-services/v1/investments/{id}/equity-aggregates-financials
  method: get
  operationId: getEquityAggregatesFinancialsPackage
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    token:
      max-ttl: 3600
    audit: none
- path: /direct-web-services/v1/investments/{id}/equity-industry-aggregates-dividend-yields
  method: get
  operationId: getEquityIndustryAggregatesDividendYieldsDataset
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    token:
      max-ttl: 3600
    audit: none
- path: /direct-web-services/v1/investments/{id}/equity-industry-aggregates-enterprise-value-ratios
  method: get
  operationId: getEquityIndustryAggregatesEnterpriseValueRatiosDataset
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    token:
      max-ttl: 3600
    audit: none
- path: /direct-web-services/v1/investments/{id}/equity-industry-aggregates-financial-statements
  method: get
  operationId: getEquityIndustryAggregatesFinancialStatementsDataset
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    token:
      max-ttl: 3600
    audit: none
- path: /direct-web-services/v1/investments/{id}/equity-industry-aggregates-operation-ratios
  method: get
  operationId: getEquityIndustryAggregatesOperationRatiosDataset
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    token:
      max-ttl: 3600
    audit: none
- path: /direct-web-services/v1/investments/{id}/equity-industry-aggregates-price-multiples
  method: get
  operationId: getEquityIndustryAggregatesPriceMultiplesDataset
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    token:
      max-ttl: 3600
    audit: none
- path: /direct-web-services/v1/investments/{id}/equity-industry-aggregates-price-yields
  method: get
  operationId: getEquityIndustryAggregatesPriceYieldsDataset
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    token:
      max-ttl: 3600
    audit: none
- path: /direct-web-services/v1/investments/{id}/equity-aggregates-market-capitalization-and-enterprise-value
  method: get
  operationId: getEquityAggregatesMarketCapitalizationAndEnterpriseValuePackage
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    token:
      max-ttl: 3600
    audit: none
- path: /direct-web-services/v1/investments/{id}/equity-industry-aggregates-market-capitalization-and-enterprise-value
  method: get
  operationId: getEquityIndustryAggregatesMarketCapitalizationAndEnterpriseValueDataset
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    token:
      max-ttl: 3600
    audit: none
- path: /direct-web-services/v1/investments/{id}/equity-aggregates-residual-risk-and-return-sensitivity
  method: get
  operationId: getEquityAggregatesResidualRiskAndReturnSensitivityPackage
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    token:
      max-ttl: 3600
    audit: none
- path: /direct-web-services/v1/investments/{id}/equity-industry-aggregates-residual-risk-and-return-sensitivity
  method: get
  operationId: getEquityIndustryAggregatesResidualRiskAndReturnSensitivityDataset
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    token:
      max-ttl: 3600
    audit: none
- path: /direct-web-services/v1/investments/{id}/equity-aggregates-returns
  method: get
  operationId: getEquityAggregatesReturnsPackage
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    token:
      max-ttl: 3600
    audit: none
- path: /direct-web-services/v1/investments/{id}/equity-industry-aggregates-trailing-returns
  method: get
  operationId: getEquityIndustryAggregatesTrailingReturnsDataset
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    token:
      max-ttl: 3600
    audit: none
- path: /direct-web-services/v1/ai-insights/analyst-highlights
  method: post
  operationId: postMorningstarHighlights
  x-agentic-access:
    action-class: acting
    consequence: write
    subject: required
    audience: null
    token:
      max-ttl: 900
    escalation:
      human-in-the-loop: conditional
      triggers:
      - abnormal
      - high-value
    audit: required
- path: /direct-web-services/v1/ai-insights/results/{resultId}
  method: get
  operationId: getAsyncResults
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    token:
      max-ttl: 3600
    audit: none
- path: /direct-web-services/v1/investments/{id}/equity-analyst-normalized-financial-statements
  method: get
  operationId: getEquityAnalystNormalizedFinancialStatementsDataset
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    token:
      max-ttl: 3600
    audit: none
- path: /direct-web-services/v1/investments/{id}/equity-analyst-normalized-financial-statements-per-share
  method: get
  operationId: getEquityAnalystNormalizedFinancialStatementsPerShareDataset
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    token:
      max-ttl: 3600
    audit: none
- path: /direct-web-services/v1/investments/{id}/equity-analyst-normalized-financials
  method: get
  operationId: getEquityAnalystNormalizedFinancialsPackage
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    token:
      max-ttl: 3600
    audit: none
- path: /direct-web-services/v1/investments/{id}/equity-analyst-normalized-valuation-ratios
  method: get
  operationId: getEquityAnalystNormalizedValuationRatiosDataset
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    token:
      max-ttl: 3600
    audit: none
- path: /attribution/calculate
  method: post
  operationId: post_attribution
  x-agentic-access:
    action-class: acting
    consequence: write
    subject: required
    audience: null
    token:
      max-ttl: 900
    escalation:
      human-in-the-loop: conditional
      triggers:
      - abnormal
      - high-value
    audit: required
- path: /autocomplete
  method: get
  operationId: AutoComplete_GetAutoCompleteData
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    token:
      max-ttl: 3600
    audit: none
- path: /direct-web-services/v1/investments/{id}/equity-advisors
  method: get
  operationId: getEquityAdvisorsDataset
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    token:
      max-ttl: 3600
    audit: none
- path: /direct-web-services/v1/investments/{id}/equity-basic-details
  method: get
  operationId: getEquityBasicDetailsPackage
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    token:
      max-ttl: 3600
    audit: none
- path: /direct-web-services/v1/investments/{id}/equity-business-description
  method: get
  operationId: getEquityBusinessDescriptionDataset
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    token:
      max-ttl: 3600
    audit: none
- path: /direct-web-services/v1/investments/{id}/equity-company-address
  method: get
  operationId: getEquityCompanyAddressDataset
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    token:
      max-ttl: 3600
    audit: none
- path: /direct-web-services/v1/investments/{id}/equity-company-level-basic-details
  method: get
  operationId: getEquityCompanyLevelBasicDetailsDataset
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    token:
      max-ttl: 3600
    audit: none
- path: /direct-web-services/v1/investments/{id}/equity-employee-number
  method: get
  operationId: getEquityEmployeeNumberDataset
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    token:
      max-ttl: 3600
    audit: none
- path: /direct-web-services/v1/investments/{id}/equity-preferred-stock-details
  method: get
  operationId: getEquityPreferredStockDetailsDataset
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    token:
      max-ttl: 3600
    audit: none
- path: /direct-web-services/v1/investments/{id}/equity-preferred-stock-payment-schedule
  method: get
  operationId: getEquityPreferredStockPaymentScheduleDataset
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    token:
      max-ttl: 3600
    audit: none
- path: /direct-web-services/v1/investments/{id}/equity-preferred-stock-redemption-schedule
  method: get
  operationId: getEquityPreferredStockRedemptionScheduleDataset
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    token:
      max-ttl: 3600
    audit: none
- path: /direct-web-services/v1/investments/{id}/equity-security-level-basic-details
  method: get
  operationId: getEquitySecurityLevelBasicDetailsDataset
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    token:
      max-ttl: 3600
    audit: none
- path: /direct-web-services/v1/investments/{id}/equity-basic-reference
  method: get
  operationId: getEquityBasicReferenceDataset
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    token:
      max-ttl: 3600
    audit: none
- path: /v1/retirementplan/BenchmarkFees
  method: get
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    token:
      max-ttl: 3600
    audit: none
- path: /buckets
  method: get
  operationId: getBucketsMetadata
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    token:
      max-ttl: 3600
    audit: none
- path: /buckets/{bucketId}
  method: get
  operationId: getBucketsMetadataSingle
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    token:
      max-ttl: 3600
    audit: none
- path: /v2/clients/generate-id
  method: post
  operationId: generateClientId
  x-agentic-access:
    action-class: acting
    consequence: write
    subject: required
    audience: null
    token:
      max-ttl: 900
    escalation:
      human-in-the-loop: conditional
      triggers:
      - abnormal
      - high-value
    audit: required
- path: /v2/clients/risks/questionnaires
  method: post
  operationId: submitRiskQuestionnaireResponse
  x-agentic-access:
    action-class: acting
    consequence: write
    subject: required
    audience: null
    token:
      max-ttl: 900
    escalation:
      human-in-the-loop: conditional
      triggers:
      - abnormal
      - high-value
    audit: required
- path: /v2/clients/risks/questionnaires
  method: get
  operationId: getRiskQuestionnaireResponseHistory
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    token:
      max-ttl: 3600
    audit: none
- path: /v1/clients/risks/questionnaires/{id}/agreed-score
  method: patch
  operationId: submitRiskQuestionnaireAgreedScore
  x-agentic-access:
    action-class: acting
    consequence: write
    subject: required
    audience: null
    token:
      max-ttl: 900
    escalation:
      human-in-the-loop: conditional
      triggers:
      - abnormal
      - high-value
    audit: required
- path: /v2/clients/solutions/calculate-suitability-score
  method: post
  operationId: calculateSuitabilityScore
  x-agentic-access:
    action-class: acting
    consequence: write
    subject: required
    audience: null
    token:
      max-ttl: 900
    escalation:
      human-in-the-loop: conditional
      triggers:
      - abnormal
      - high-value
    audit: required
- path: /v1/clients/experience/questionnaires
  method: post
  operationId: submitExperienceQuestionnaireResponse
  x-agentic-access:
    action-class: acting
    consequence: write
    subject: required
    audience: null
    token:
      max-ttl: 900
    escalation:
      human-in-the-loop: conditional
      triggers:
      - abnormal
      - high-value
    audit: required
- path: /v1/clients/experience/questionnaires
  method: get
  operationId: getExperienceQuestionnaireResponseHistory
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    token:
      max-ttl: 3600
    audit: none
- path: /v1/clients/experience/questionnaires/{id}
  method: get
  operationId: getExperienceQuestionnaireResponse
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    token:
      max-ttl: 3600
    audit: none
- path: /v1/clients/kyc/questionnaires
  method: post
  operationId: submitKycQuestionnaireResponse
  x-agentic-access:
    action-class: acting
    consequence: write
    subject: required
    audience: null
    token:
      max-ttl: 900
    escalation:
      human-in-the-loop: conditional
      triggers:
      - abnormal
      - high-value
    audit: required
- path: /v1/clients/kyc/questionnaires
  method: get
  operationId: getKycQuestionnaireResponseHistory
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    token:
      max-ttl: 3600
    audit: none
- path: /v1/clients/kyc/questionnaires/{id}
  method: get
  operationId: getKycQuestionnaireResponse
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    token:
      max-ttl: 3600
    audit: none
- path: /v2/clients/risks/reports/{id}
  method: get
  operationId: getRiskReport
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    token:
      max-ttl: 3600
    audit: none
- path: /clients/generate-id
  method: post
  operationId: generateClientId
  x-agentic-access:
    action-class: acting
    consequence: write
    subject: required
    audience: null
    token:
      max-ttl: 900
    escalation:
      human-in-the-loop: conditional
      triggers:
      - abnormal
      - high-value
    audit: required
- path: /clients/risks/questionnaires
  method: post
  operationId: submitRiskQuestionnaireResponse
  x-agentic-access:
    action-class: acting
    consequence: write
    subject: required
    audience: null
    token:
      max-ttl: 900
    escalation:
      human-in-the-loop: conditional
      triggers:
      - abnormal
      - high-value
    audit: required
- path: /clients/risks/questionnaires
  method: get
  operationId: getRiskQuestionnaireResponseHistory
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    token:
      max-ttl: 3600
    audit: none
- path: /clients/risks/questionnaires/{responseId}
  method: get
  operationId: getRiskQuestionnaireResponse
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    token:
      max-ttl: 3600
    audit: none
- path: /clients/risks/questionnaires/{responseId}/agreed-score
  method: patch
  operationId: submitRiskQuestionnaireAgreedScore
  x-agentic-access:
    action-class: acting
    consequence: write
    subject: required
    audience: null
    token:
      max-ttl: 900
    escalation:
      human-in-the-loop: conditional
      triggers:
      - abnormal
      - high-value
    audit: required
- path: /clients/solutions/calculate-suitability-score
  method: post
  operationId: calculateSuitabilityScore
  x-agentic-access:
    action-class: acting
    consequence: write
    subject: required
    audience: null
    token:
      max-ttl: 900
    escalation:
      human-in-the-loop: conditional
      triggers:
      - abnormal
      - high-value
    audit: required
- path: /clients/solutions/comfort-ranges
  method: get
  operationId: getComfortRanges
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    token:
      max-ttl: 3600
    audit: none
- path: /clients/experience/questionnaires
  method: get
  operationId: getExperienceQuestionnaireResponseHistory
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    token:
      max-ttl: 3600
    audit: none
- path: /clients/experience/questionnaires
  method: post
  operationId: submitExperienceQuestionnaireResponse
  x-agentic-access:
    action-class: acting
    consequence: write
    subject: required
    audience: null
    token:
      max-ttl: 900
    escalation:
      human-in-the-loop: conditional
      triggers:
      - abnormal
      - high-value
    audit: required
- path: /clients/experience/questionnaires/{responseId}
  method: get
  operationId: getExperienceQuestionnaireResponse
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    token:
      max-ttl: 3600
    audit: none
- path: /clients/kyc/questionnaires
  method: get
  operationId: getKycQuestionnaireResponseHistory
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    token:
      max-ttl: 3600
    audit: none
- path: /clients/kyc/questionnaires
  method: post
  operationId: submitKycQuestionnaireResponse
  x-agentic-access:
    action-class: acting
    consequence: write
    subject: required
    audience: null
    token:
      max-ttl: 900
    escalation:
      human-in-the-loop: conditional
      triggers:
      - abnormal
      - high-value
    audit: required
- path: /clients/kyc/questionnaires/{responseId}
  method: get
  operationId: getKycQuestionnaireResponse
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    token:
      max-ttl: 3600
    audit: none
- path: /company-entitlements
  method: get
  operationId: GetEntitlements
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    token:
      max-ttl: 3600
    audit: none
- path: /company-entitlements
  method: post
  operationId: createEntitlement
  x-agentic-access:
    action-class: acting
    consequence: write
    subject: required
    audience: null
    token:
      max-ttl: 900
    escalation:
      human-in-the-loop: conditional
      triggers:
      - abnormal
      - high-value
    audit: required
- path: /company-entitlements/{entitlementId}
  method: get
  operationId: GetSingleEntitlement
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    token:
      max-ttl: 3600
    audit: none
- path: /company-entitlements/{entitlementId}
  method: put
  operationId: UpdateEntitlement
  x-agentic-access:
    action-class: acting
    consequence: write
    subject: required
    audience: null
    token:
      max-ttl: 900
    escalation:
      human-in-the-loop: conditional
      triggers:
      - abnormal
      - high-value
    audit: required
- path: /company-entitlements/{entitlementId}
  method: delete
  operationId: deleteEntitlement
  x-agentic-access:
    action-class: acting
    consequence: write
    subject: required
    audience: null
    token:
      max-ttl: 900
    escalation:
      human-in-the-loop: conditional
      triggers:
      - abnormal
      - high-value
    audit: required
- path: /direct-web-services/v1/investments/{id}/equity-board-of-directors-compensation
  method: get
  operationId: getEquityBoardOfDirectorsCompensationDataset
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    token:
      max-ttl: 3600
    audit: none
- path: /direct-web-services/v1/investments/{id}/equity-compensation
  method: get
  operationId: getEquityCompensationPackage
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    token:
      max-ttl: 3600
    audit: none
- path: /direct-web-services/v1/investments/{id}/equity-executive-officers-compensation
  method: get
  operationId: getEquityExecutiveOfficersCompensationDataset
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    token:
      max-ttl: 3600
    audit: none
- path: /direct-web-services/v1/investments/{id}/equity-options-exercised
  method: get
  operationId: getEquityOptionsExercisedDataset
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    token:
      max-ttl: 3600
    audit: none
- path: /direct-web-services/v1/investments/{id}/equity-outstanding-awards
  method: get
  operationId: getEquityOutstandingAwardsDataset
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    token:
      max-ttl: 3600
    audit: none
- path: /direct-web-services/v1/investments/{id}/equity-pay-ratio
  method: get
  operationId: getEquityPayRatioDataset
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    token:
      max-ttl: 3600
    audit: none
- path: /direct-web-services/v1/investments/{id}/equity-stock-option-grants
  method: get
  operationId: getEquityStockOptionGrantsDataset
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    token:
      max-ttl: 3600
    audit: none
- path: /direct-web-services/v1/investments/{id}/equity-consensus-estimates
  method: get
  operationId: getEquityConsensusEstimatesDataset
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    token:
      max-ttl: 3600
    audit: none
- path: /direct-web-services/v1/investments/{id}/equity-consensus-recommendations
  method: get
  operationId: getEquityConsensusRecommendationsDataset
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    token:
      max-ttl: 3600
    audit: none
- path: /direct-web-services/time-series/v1/corporate-actions/dividend-amount-history/{ids}
  method: get
  operationId: getCorporateActionsDividendAmountHistory
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    token:
      max-ttl: 3600
    audit: none
- path: /direct-web-services/v1/investments/{id}/equity-capital-repayment
  method: get
  operationId: getEquityCapitalRepaymentDataset
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    token:
      max-ttl: 3600
    audit: none
- path: /direct-web-services/v1/investments/{id}/equity-cash-dividend
  method: get
  operationId: getEquityCashDividendDataset
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    token:
      max-ttl: 3600
    audit: none
- path: /direct-web-services/v1/investments/{id}/equity-corporate-actions-price-mergers-and-acquisitions
  method: get
  operationId: getEquityCorporateActionsPriceMergersAndAcquisitionsPackage
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    token:
      max-ttl: 3600
    audit: none
- path: /direct-web-services/v1/investments/{id}/equity-mergers-and-acquisitions
  method: get
  operationId: getEquityMergersAndAcquisitionsDataset
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    token:
      max-ttl: 3600
    audit: none
- path: /direct-web-services/v1/investments/{id}/equity-rights-issue
  method: get
  operationId: getEquityRightsIssueDataset
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    token:
      max-ttl: 3600
    audit: none
- path: /direct-web-services/v1/investments/{id}/equity-spin-off
  method: get
  operationId: getEquitySpinOffDataset
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    token:
      max-ttl: 3600
    audit: none
- path: /direct-web-services/v1/investments/{id}/equity-stock-split
  method: get
  operationId: getEquityStockSplitDataset
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    token:
      max-ttl: 3600
    audit: none
- path: /credentials/accounts
  method: get
  operationId: getAccountUsingGET_1
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    token:
      max-ttl: 3600
    audit: none
- path: /credentials/{id}
  method: delete
  operationId: deleteUsingDELETE_1
  x-agentic-access:
    action-class: acting
    consequence: write
    subject: required
    audience: null
    token:
      max-ttl: 900
    escalation:
      human-in-the-loop: conditional
      triggers:
      - abnormal
      - high-value
    audit: r

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# Full source: https://raw.githubusercontent.com/api-evangelist/morningstar/refs/heads/main/agentic-access/morningstar-agentic-access.yml