Moody's

Find entity ID or multiple IDs from user-provided names, organization identifiers, or criteria (including sector, region, size, or rating group). Default to the data parameter for names, natural-language criteria, and any identifier provided. Pass data verbatim; do not append or rewrite keywords.

Constraint: findEntity must be invoked exactly once per user query, regardless of how many entities need to be resolved. Combine all entity names into a single data parameter value. Multiple sequential findEntity calls for the same query are not permitted and will degrade performance.

Retrieve details about the beneficial owners of a given entity, including:

• Basic information about the beneficial owner: name, country
• Direct and total ownership percentage held by the beneficial owner in the entity

Note: This tool requires entity ID(s) in one of these formats: the Base64URL-encoded entityId produced by findEntity, or the raw canonical entity ID string orgId:<...>#orbisId:<...>#bvdId:<...> for backward compatibility. If the input to this tool does not include a valid entity ID in one of those formats, you must first call the findEntity tool to search for and obtain the appropriate Base64URL-encoded entityId(s). findEntity must be called at most once per user query — if multiple entities need to be resolved, include all entity names in a single findEntity call rather than making separate calls for each entity.

Retrieve Moody's view on a sovereign entity that a given entity has domicile in using entity ID to:

• Understand comprehensive sovereign credit profile including fiscal strength, institutional framework, and economic resilience
• Assess political stability, governance quality, and policy effectiveness
• Identify sovereign-specific risks: debt sustainability, external vulnerabilities, growth prospects
• Understand contagion risks and cross-border exposure implications
• Contextualize country-specific business environment factors (regulatory, legal, economic)

Note: This tool requires entity ID(s) in one of these formats: the Base64URL-encoded entityId produced by findEntity, or the raw canonical entity ID string orgId:<...>#orbisId:<...>#bvdId:<...> for backward compatibility. If the input to this tool does not include a valid entity ID in one of those formats, you must first call the findEntity tool to search for and obtain the appropriate Base64URL-encoded entityId(s). findEntity must be called at most once per user query — if multiple entities need to be resolved, include all entity names in a single findEntity call rather than making separate calls for each entity.

Retrieve Outlook section from the latest Moody's Credit Opinion report for a given entity ID to:

• Understand forward-looking credit trajectory and probability of rating changes (upgrade/downgrade)
• Evaluate near-to-medium term risks and opportunities
• Gauge Moody's confidence level in the entity's ability to navigate business challenges

Note: This tool requires entity ID(s) in one of these formats: the Base64URL-encoded entityId produced by findEntity, or the raw canonical entity ID string orgId:<...>#orbisId:<...>#bvdId:<...> for backward compatibility. If the input to this tool does not include a valid entity ID in one of those formats, you must first call the findEntity tool to search for and obtain the appropriate Base64URL-encoded entityId(s). findEntity must be called at most once per user query — if multiple entities need to be resolved, include all entity names in a single findEntity call rather than making separate calls for each entity.

Retrieve rating drivers from Summary sections of Moody's credit opinion report for a given entity ID.

Note: This tool requires entity ID(s) in one of these formats: the Base64URL-encoded entityId produced by findEntity, or the raw canonical entity ID string orgId:<...>#orbisId:<...>#bvdId:<...> for backward compatibility. If the input to this tool does not include a valid entity ID in one of those formats, you must first call the findEntity tool to search for and obtain the appropriate Base64URL-encoded entityId(s). findEntity must be called at most once per user query — if multiple entities need to be resolved, include all entity names in a single findEntity call rather than making separate calls for each entity.

Retrieve upgrade and downgrade factors from Moody's credit opinion report(s) for the given entity ID(s) to:

• Identify specific factors and thresholds that could trigger a rating upgrade
• Understand conditions and scenarios that could lead to a rating downgrade
• Assess quantitative triggers (e.g., leverage ratios, coverage metrics, liquidity thresholds)
• Evaluate qualitative factors that influence rating direction (e.g., strategic execution, market position changes, governance improvements)
• Understand rating sensitivity to external factors (macroeconomic conditions, regulatory changes, sector dynamics)
• Monitor early warning signals that may indicate increased upgrade or downgrade probability
• Support proactive credit risk management by understanding potential rating migration paths
• Inform investment strategy by anticipating rating changes and their impact on valuations
• Benchmark entity's rating stability and volatility against peer rating drivers

Note: This tool requires entity ID(s) in one of these formats: the Base64URL-encoded entityId produced by findEntity, or the raw canonical entity ID string orgId:<...>#orbisId:<...>#bvdId:<...> for backward compatibility. If the input to this tool does not include a valid entity ID in one of those formats, you must first call the findEntity tool to search for and obtain the appropriate Base64URL-encoded entityId(s). findEntity must be called at most once per user query — if multiple entities need to be resolved, include all entity names in a single findEntity call rather than making separate calls for each entity.

Retrieve ESG section from Moody's credit opinion report for a given entity ID to:

• Understand how Environmental, Social, and Governance factors impact creditworthiness
• Access Issuer Profile Scores (IPS) and Credit Impact Scores (CIS) that quantify ESG credit relevance
• Identify material ESG risks that could affect financial performance or market access
• Assess management's preparedness for ESG-related transitions (e.g., climate, social expectations)
• Evaluate exposure to carbon transition risk, social controversies, or governance weaknesses
• Understand how ESG factors differentiate the entity from peers on credit quality

Note: This tool requires entity ID(s) in one of these formats: the Base64URL-encoded entityId produced by findEntity, or the raw canonical entity ID string orgId:<...>#orbisId:<...>#bvdId:<...> for backward compatibility. If the input to this tool does not include a valid entity ID in one of those formats, you must first call the findEntity tool to search for and obtain the appropriate Base64URL-encoded entityId(s). findEntity must be called at most once per user query — if multiple entities need to be resolved, include all entity names in a single findEntity call rather than making separate calls for each entity.

Retrieve detailed financial statements over the past 5 years for entity IDs to analyze:

• Income statement (revenue, expenses, net income)
• Balance sheet (assets, liabilities, equity)
• Cash flow statement (operating, investing, financing activities)
• Historical performance trends and financial profile evolution

This tool automatically tries Moody's data source first, then falls back to AQ if unavailable.

Optional natural-language prompt and/or structured filter criteria can narrow results (years, quarters, currencies, sections, accounts, scale, year-end only). Structured filterCriteria overrides parsed prompt fields when both are provided.

Note: This tool requires entity ID(s) in one of these formats: the Base64URL-encoded entityId produced by findEntity, or the raw canonical entity ID string orgId:<...>#orbisId:<...>#bvdId:<...> for backward compatibility. If the input to this tool does not include a valid entity ID in one of those formats, you must first call the findEntity tool to search for and obtain the appropriate Base64URL-encoded entityId(s). findEntity must be called at most once per user query — if multiple entities need to be resolved, include all entity names in a single findEntity call rather than making separate calls for each entity.

Retrieve for a given entity details about the company’s current Managers, Directors and key appointed officers including Board composition and senior Management roles, including:

• Basic information about the individual like Name, age, gender, nationality
• Role specific information like Job title, level of responsibility shareholding, etc.

Note: This tool requires entity ID(s) in one of these formats: the Base64URL-encoded entityId produced by findEntity, or the raw canonical entity ID string orgId:<...>#orbisId:<...>#bvdId:<...> for backward compatibility. If the input to this tool does not include a valid entity ID in one of those formats, you must first call the findEntity tool to search for and obtain the appropriate Base64URL-encoded entityId(s). findEntity must be called at most once per user query — if multiple entities need to be resolved, include all entity names in a single findEntity call rather than making separate calls for each entity.

Retrieve peer entities for a given entity ID.

When peers are requested but no specific number is provided, the tool defaults to 5 peers per entity.

Note: This tool requires entity ID(s) in one of these formats: the Base64URL-encoded entityId produced by findEntity, or the raw canonical entity ID string orgId:<...>#orbisId:<...>#bvdId:<...> for backward compatibility. If the input to this tool does not include a valid entity ID in one of those formats, you must first call the findEntity tool to search for and obtain the appropriate Base64URL-encoded entityId(s). findEntity must be called at most once per user query — if multiple entities need to be resolved, include all entity names in a single findEntity call rather than making separate calls for each entity.

For a given entity ID, retrieve basic firmographic information about the company, including:

• Legal Company name
• Contact information, telephone number, registered address details, number of employees
• Business description
• Standard Industry classifications, NACE, NAICS and US SIC
• External company identifiers like LEI, Trade register numbers & local National identifiers
• Legal information, legal form, status

Note: This tool requires entity ID(s) in one of these formats: the Base64URL-encoded entityId produced by findEntity, or the raw canonical entity ID string orgId:<...>#orbisId:<...>#bvdId:<...> for backward compatibility. If the input to this tool does not include a valid entity ID in one of those formats, you must first call the findEntity tool to search for and obtain the appropriate Base64URL-encoded entityId(s). findEntity must be called at most once per user query — if multiple entities need to be resolved, include all entity names in a single findEntity call rather than making separate calls for each entity.

Retrieve the current Moody's roll-up Long Term Rating and Outlook, along with the ratings history since 2000, for a given entity ID to:

• Understand forward-looking credit trajectory and probability of rating changes (upgrade/downgrade)
• Evaluate near-to-medium term risks and opportunities
• Gauge Moody's confidence level in the entity's ability to navigate business challenges

Note: This tool requires entity ID(s) in one of these formats: the Base64URL-encoded entityId produced by findEntity, or the raw canonical entity ID string orgId:<...>#orbisId:<...>#bvdId:<...> for backward compatibility. If the input to this tool does not include a valid entity ID in one of those formats, you must first call the findEntity tool to search for and obtain the appropriate Base64URL-encoded entityId(s). findEntity must be called at most once per user query — if multiple entities need to be resolved, include all entity names in a single findEntity call rather than making separate calls for each entity.

Retrieve rating methodology and scorecard factors section from Moody's credit opinion report for a given entity ID to:

• Understand quantitative and qualitative factors underlying Moody's rating methodology
• Identify which scorecard factors are strengths vs. weaknesses for the entity
• Assess how the entity scores across multiple dimensions (scale, business profile, financial metrics, leverage, liquidity)

Note: This tool requires entity ID(s) in one of these formats: the Base64URL-encoded entityId produced by findEntity, or the raw canonical entity ID string orgId:<...>#orbisId:<...>#bvdId:<...> for backward compatibility. If the input to this tool does not include a valid entity ID in one of those formats, you must first call the findEntity tool to search for and obtain the appropriate Base64URL-encoded entityId(s). findEntity must be called at most once per user query — if multiple entities need to be resolved, include all entity names in a single findEntity call rather than making separate calls for each entity.

Retrieve Moody's forward-looking view on a sector that a given entity belongs to using entity ID to:

• Generate comprehensive perspective on sector-wide credit trends and dynamics
• Understand structural risks and opportunities affecting all players in the industry
• Identify cyclical vs. secular factors influencing sector performance
• Assess regulatory, technological, and competitive forces reshaping the sector
• Evaluate sovereign and macroeconomic risks that cascade through the sector
• Benchmark individual entity performance against sector-wide expectations

Note: This tool requires entity ID(s) in one of these formats: the Base64URL-encoded entityId produced by findEntity, or the raw canonical entity ID string orgId:<...>#orbisId:<...>#bvdId:<...> for backward compatibility. If the input to this tool does not include a valid entity ID in one of those formats, you must first call the findEntity tool to search for and obtain the appropriate Base64URL-encoded entityId(s). findEntity must be called at most once per user query — if multiple entities need to be resolved, include all entity names in a single findEntity call rather than making separate calls for each entity.

Retrieve subsidiaries for a given entity, including:

• Aggregate information for the searched entity (direct subsidiary count, corporate group size, key subsidiaries)
• Subsidiary details such as legal name, location, entity type, and ownership percentages

Note: This tool requires entity ID(s) in one of these formats: the Base64URL-encoded entityId produced by findEntity, or the raw canonical entity ID string orgId:<...>#orbisId:<...>#bvdId:<...> for backward compatibility. If the input to this tool does not include a valid entity ID in one of those formats, you must first call the findEntity tool to search for and obtain the appropriate Base64URL-encoded entityId(s). findEntity must be called at most once per user query — if multiple entities need to be resolved, include all entity names in a single findEntity call rather than making separate calls for each entity.

Retrieve credit strengths, Challenges, factors that could lead to upgrade and downgrade sections from Moody's credit opinion report for a given entity ID to:

• Generate comprehensive credit SWOT analysis for an entity
• Synthesize credit Strengths, Weaknesses, Opportunities, and Threats in a structured framework
• Identify strategic positioning and competitive advantages
• Highlight operational, financial, or market vulnerabilities
• Assess growth opportunities from market expansion, innovation, or strategic initiatives
• Evaluate external threats (competitive pressure, regulatory changes, market disruption, macroeconomic headwinds)
• Support strategic decision-making and credit assessment by clarifying risk-return tradeoffs
• Integrate ESG considerations alongside traditional business and financial factors

Note: This tool requires entity ID(s) in one of these formats: the Base64URL-encoded entityId produced by findEntity, or the raw canonical entity ID string orgId:<...>#orbisId:<...>#bvdId:<...> for backward compatibility. If the input to this tool does not include a valid entity ID in one of those formats, you must first call the findEntity tool to search for and obtain the appropriate Base64URL-encoded entityId(s). findEntity must be called at most once per user query — if multiple entities need to be resolved, include all entity names in a single findEntity call rather than making separate calls for each entity.

Retrieve for a given entity details about the ultimate owner:

• Ultimate beneficial owners (UBOs)
• Direct and total % owned in the company

Note: This tool requires entity ID(s) in one of these formats: the Base64URL-encoded entityId produced by findEntity, or the raw canonical entity ID string orgId:<...>#orbisId:<...>#bvdId:<...> for backward compatibility. If the input to this tool does not include a valid entity ID in one of those formats, you must first call the findEntity tool to search for and obtain the appropriate Base64URL-encoded entityId(s). findEntity must be called at most once per user query — if multiple entities need to be resolved, include all entity names in a single findEntity call rather than making separate calls for each entity.

Search all the documents across all sectors or for a given entity. Optional chunks and pages tune how much text is pulled per publication from the semantic index; specifying either disables LLM chunk reranking (relevance ranking then follows retrieval scores and budgets only). Note: This tool may require entity ID(s). If you need to get specific entity research and the input to this tool does not include entity ID(s), you must first call the findEntity tool to search for and obtain the appropriate entity ID(s).

Search company filings (annual e.g. 10-K/20-F, interim e.g. 10-Q, or both for annual and interim together).

A non-empty query string is required to search the filings content.

Optional reportYears (four-digit strings, e.g. "2025") and optional reportQuarters ("Q1", "Q2", "Q3", or "Q4") scope the filings search. When either is omitted, the latest available report is returned.

results is always an array. When filings are still ingesting upstream, you get one row per requested entity with the same fields as getCompanyFilings for an ingesting response (title, text, status, message, metadata), plus entityId, and the polling guidance in text / message. When the search returns no hits for an entity, you get one not_found row per such entity with that same shape as getCompanyFilings when no filing exists (entityId, title, text, status, message, empty metadata).

If the tool reports that filings are being ingested, wait approximately 10 minutes before retrying with the same inputs—that indicates ingestion in progress, not a generic error. For MCP servers and clients: when you receive that ingestion-in-progress message, ask the user whether they want you to keep calling this tool with the same inputs until it returns a normal successful result. If they agree, wait 10 minutes before the first follow-up tool call; if the response is still not the normal successful result, repeat the tool call every 1 minute until you receive the expected successful payload, then stop polling.

When multiple filing types are requested (e.g. annual and interim together), each upstream search runs as a separate HTTP call to the filings service.

Note: This tool requires entity ID(s) in one of these formats: the Base64URL-encoded entityId produced by findEntity, or the raw canonical entity ID string orgId:<...>#orbisId:<...>#bvdId:<...> for backward compatibility. If the input to this tool does not include a valid entity ID in one of those formats, you must first call the findEntity tool to search for and obtain the appropriate Base64URL-encoded entityId(s). findEntity must be called at most once per user query — if multiple entities need to be resolved, include all entity names in a single findEntity call rather than making separate calls for each entity.

Search all the documents for a given entity

Note: This tool requires entity ID(s) in one of these formats: the Base64URL-encoded entityId produced by findEntity, or the raw canonical entity ID string orgId:<...>#orbisId:<...>#bvdId:<...> for backward compatibility. If the input to this tool does not include a valid entity ID in one of those formats, you must first call the findEntity tool to search for and obtain the appropriate Base64URL-encoded entityId(s). findEntity must be called at most once per user query — if multiple entities need to be resolved, include all entity names in a single findEntity call rather than making separate calls for each entity.

Search for Earnings Call Transcripts on a given entity ID or a query to track key developments and strategic initiatives.

Note: This tool requires entity ID(s) in one of these formats: the Base64URL-encoded entityId produced by findEntity, or the raw canonical entity ID string orgId:<...>#orbisId:<...>#bvdId:<...> for backward compatibility. If the input to this tool does not include a valid entity ID in one of those formats, you must first call the findEntity tool to search for and obtain the appropriate Base64URL-encoded entityId(s). findEntity must be called at most once per user query — if multiple entities need to be resolved, include all entity names in a single findEntity call rather than making separate calls for each entity.

Search for news articles using entity IDs, keywords, or both (at least one required). Track developments, identify trends, and monitor narratives for entities or topics.

• Time Period: Specify dateRange (exact dates) or timeRange (preset like past7days). dateRange overrides timeRange. Default: past30days.

Time period is helpful when you want to search for news articles that are within a specific time period.

• timeFilterField: Specifies which date field to use for time range filtering (start_time, end_time, time_range). received_date: filter by when the article was received (default, backward compatible). publication_date: filter by when the article was published. Default value: received_date.
• sortBy: Specifies the field by which the client wants articles to be sorted. Independent of timeFilterField. Options: relevancy (default; no NewsEdge sort_by), recency (newest by publication date), received_date, or publication_date.

Usage Patterns:

• Entity-specific: Search news for specific organizations. If entity IDs are not provided, call the findEntity tool first to obtain the required entity IDs.
• Topic-based: Search by query/keywords only without entity IDs for general news on any topic.
• Combined: Use both to filter entity news by keywords.