ConcertoNotes 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 historysearchEntityDocuments- recent research documents for the entitygetEntityPeers- 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:
- Which tools are available in this session
- The entity resolved (name + ID)
- What data was retrieved in the probe
- 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