Moody’s

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---
name: moody-s-company-analysis
description: Use when the user asks for Moody's company profiles, ownership, ratings, credit opinions, financial statements, filings, peers, research, or credit-risk analysis for a company.
---

# Moody's Company Analysis

Use this skill for company-level Moody's workflows that go beyond a lightweight connectivity probe.

## Ground Rules

- Resolve the company through Moody's entity search before calling entity-specific tools.
- Read live tool schemas before calling them; tool names and parameters may differ by MCP version.
- Do not invent entity IDs, rating values, ownership percentages, financial metrics, or document titles.
- Include Moody's citations for each substantive section when the tool response provides citations.
- Highlight missing fields plainly instead of filling gaps from outside assumptions.
- This is research context, not investment advice.

## Company Profile and Ownership

1. Resolve the correct entity. Mention close alternatives if the match is ambiguous.
2. Summarize the profile: legal name, headquarters, country, business description, industry classifications, legal status/form, employees, and identifiers where available.
3. Summarize ownership: ultimate owners, beneficial owners, direct and total ownership percentages, subsidiaries, direct subsidiary count, corporate group size, and key subsidiaries where available.
4. Call out gaps such as no beneficial-owner data, missing ownership percentages, or missing subsidiary detail.
5. Finish with a plain-English structure takeaway: who owns the company, what it owns, and how complex the group appears.

## Ratings and Credit Opinion

1. Resolve the correct entity.
2. Retrieve current long-term rating, outlook, and relevant recent rating history.
3. Summarize rating drivers, credit strengths and challenges, outlook rationale, upgrade factors, downgrade factors, methodology or scorecard factors, and ESG considerations where available.
4. Call out missing fields or stale source material.
5. Finish with a plain-English credit takeaway.

## Financial Statements and Filings

1. Resolve the correct entity.
2. Retrieve the latest two fiscal years of year-end income statement, balance sheet, cash flow statement, and key indicators or ratios where available.
3. Search company filings for the latest annual filing and latest interim filing.
4. Summarize material financial metrics and filing commentary on revenue, earnings, debt, liquidity, cash flow, capex, risks, restructuring, and strategy.
5. Highlight differences between structured financial-statement data and filing commentary.
6. Finish with a plain-English credit-risk takeaway.

Referenced files: 1

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---
name: moody-s-explore-mcp
description: Discover and safely explore Moody's MCP tools. Use when the user wants to see what Moody's data is available, verify MCP connectivity, look up an entity, or run a lightweight ratings/research probe before deeper analysis.
---

<!-- To activate this skill, add `"skills": "./skills/"` to `.codex-plugin/plugin.json`. -->

# Explore Moody's MCP

Use this skill to discover Moody's MCP capabilities and run a minimal, read-only probe before deeper credit and financial analysis workflows.

## When to Use

- User asks "what can Moody's do?", "list Moody's tools", or "is Moody's connected?"
- User wants a quick entity lookup or ratings snapshot without a full credit memo
- You need to verify which Moody's tools are available in the current session

## Prerequisites

- Moody's plugin installed with the enterprise store MCP linked via `.app.json`
- OAuth completed on first use - auth errors mean the user should reconnect the Moody's integration

## Workflow

### Step 1: Verify MCP Availability

Confirm Moody's MCP tools appear in the session. If tools are missing or calls fail with auth errors, stop and ask the user to install or re-authenticate the Moody's plugin.

### Step 2: Discover Tools

List available Moody's MCP tools. **Read each tool's schema before calling** - tool names and parameters may differ from the reference list below.

If tools appear as deferred, batch-load schemas in a single discovery pass rather than calling tools blindly.

### Step 3: Smoke Test - Entity Lookup

Run `findEntity` (or the equivalent entity-search tool) with a company name or identifier the user provides. If no company was given, ask for one before proceeding.

Present matches clearly and confirm which entity to use. **Never invent entity IDs** - always resolve through entity search first.

### Step 4: Light Probe (Optional)

After confirming an entity, call one read-only tool to demonstrate connectivity:

- `getEntityRatings` - current rating, outlook, and recent history
- `searchEntityDocuments` - recent research documents for the entity
- `getEntityPeers` - comparable entities for context

Pick the tool that best matches the user's question. Read the schema, call once, and summarize results.

### Step 5: Summarize

Report:

1. Which tools are available in this session
2. The entity resolved (name + ID)
3. What data was retrieved in the probe
4. Suggested next steps (e.g. full ratings history, peer comparison, document deep-dive)

## Known Tools (Reference - Verify Live Schemas)

| Tool                     | Purpose                                          |
| ------------------------ | ------------------------------------------------ |
| `findEntity`             | Search entities by name, identifier, or metadata |
| `getEntityRatings`       | Current ratings, outlooks, and rating history    |
| `getEntityPeers`         | Comparable peer entities                         |
| `searchEntityDocuments`  | Search Moody's research document library         |
| `getEntityScorecard`     | Rating scorecard metrics and methodology inputs  |
| `getEntityRatingDrivers` | Upgrade and downgrade factor analysis            |
| `getEntityEsg`           | ESG factors affecting credit quality             |

Tool names above are reference only. Always confirm against live MCP tool descriptors before calling.

## Guardrails

- Read tool schemas before every call
- Do not invent entity IDs - always resolve via entity search first
- Cite Moody's as the data source
- This skill provides research context, not investment advice
- On empty or error responses, report clearly and stop - do not retry blindly or fabricate data

Referenced files: 1