Brand Plugin for Claude

The plugin includes three skills:

• Guidance answers brand questions about your copy, slides, documents, graphics, and email. It covers everything in our foundational brand guidelines including color, logos, typography, voice and tone, and more. 
• Review checks finished work such as copy, screenshots, PDFs, and decks against brand rules. It reports each finding as a firm rule, a judgment call, or something it couldn't verify, quoting the rule , its source, and a fix.
• Assets finds logos, icons, signature assets (such as the Morningstar Rating and Economic Moat Rating marks), and the Intrinsic font files.

How do I install the plugin?

The plugin is enabled by default for everyone with a Claude license. To use it, describe your brand requests naturally, and Claude will recognize when the skill is applicable. You can also type “/” in the prompt to locate any of the brand skills (guidance, review, assets). 

What can I use the plugin for?

The plugin supplies Morningstar brand rules and checks. Think of it as a brand expert helping to guide your work. You can use the plugin to:

• Ask a question about brand guidelines and assets.
• Search and download icons from the Foundations icon library.
• Download brand assets such as logos and signature assets.
• Check designs against brand guidelines by uploading a screenshot, PDF, or decks. 

For more targeted feedback, describe what you're making, where it will appear, and the format. You can also specify the areas of your work you want reviewed.

What doesn't the plugin do?

The plugin does not: 

• Answer general questions about Morningstar. 
• Build artifacts and files such as Word doc or PowerPoint presentations.
• Generate brand assets and intellectual property.
• Cover the product, marketing, or data visualization guidelines on the Morningstar Design site. See our other AI tools at the end of the FAQs.

Where do the rules come from?

The rules are grounded in the Foundations guidelines published on the Morningstar Design site. The skills read the rules each time and quote them with source links instead of answering from memory. 

Can I edit or customize the plugin?

No. Organization-managed plugins can't be edited, which keeps the brand rules consistent for everyone.

How do I turn the plugin off?

The plugin is enabled by default to everyone in the organization. You can turn it off at any time from the Plugins tab in Customize.

Do I need to do anything to receive updates?

No. When updates are made, you will receive updates automatically. 

Can I use it in Claude Code?

Yes. If you have Claude Code in the desktop app, the plugin will be enabled by default.

If you use Claude Code via the LiteLLM, you'll need to manually install the plugin. Open a terminal window and install the plugin with claude plugin install morningstar-brand --marketplace org-167912457@github.com:Morningstar-Corporate/morningstar-brand.git. Then follow these steps to ensure you receive future updates to the plugin:

• Start a Claude session by typing the claude command.
• Type "/plugin" in the Claude window and navigate to "Manage Plugins" from the dropdown. Go to the Marketplace tab, select "Morningstar-Brand."
• Navigate to "Enable Auto-Update" and press enter.

Why did my session use so many tokens, or take so long?

Claude's behavior and token use depend on everything loaded in your session, not on the brand plugin alone. Other skills, connectors, and plugins you have turned on all shape the results, and so does the task itself. For example, editing a PowerPoint uses a lot of tokens, since Claude has to read and rewrite every slide. 

Who do I contact for feedback or support?

If you have feedback related to the results of your session, type in "feedback" and Claude will walk you through the process for submitting feedback. If you're having issues accessing the plugin or using the skill, email designsystem@morningstar.com.

Are there other AI resources available that support alignment with our product or data visualization standards?

• Infographics Skill for creating branded diagrams or timelines in Claude.
• Chart Lab MCP for creating Morningstar branded charts and tables in Claude.
• Morningstar Design Product System (MDPS) Skill for building products with the library's tokens and components in GitHub Copilot and Claude Code.