ConcertoNotes 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
- Resolve the correct entity. Mention close alternatives if the match is ambiguous.
- Summarize the profile: legal name, headquarters, country, business description, industry classifications, legal status/form, employees, and identifiers where available.
- Summarize ownership: ultimate owners, beneficial owners, direct and total ownership percentages, subsidiaries, direct subsidiary count, corporate group size, and key subsidiaries where available.
- Call out gaps such as no beneficial-owner data, missing ownership percentages, or missing subsidiary detail.
- Finish with a plain-English structure takeaway: who owns the company, what it owns, and how complex the group appears.
Ratings and Credit Opinion
- Resolve the correct entity.
- Retrieve current long-term rating, outlook, and relevant recent rating history.
- Summarize rating drivers, credit strengths and challenges, outlook rationale, upgrade factors, downgrade factors, methodology or scorecard factors, and ESG considerations where available.
- Call out missing fields or stale source material.
- Finish with a plain-English credit takeaway.
Financial Statements and Filings
- Resolve the correct entity.
- Retrieve the latest two fiscal years of year-end income statement, balance sheet, cash flow statement, and key indicators or ratios where available.
- Search company filings for the latest annual filing and latest interim filing.
- Summarize material financial metrics and filing commentary on revenue, earnings, debt, liquidity, cash flow, capex, risks, restructuring, and strategy.
- Highlight differences between structured financial-statement data and filing commentary.
- Finish with a plain-English credit-risk takeaway.