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moody-s-explore-mcp

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.

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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)

ToolPurpose
findEntitySearch entities by name, identifier, or metadata
getEntityRatingsCurrent ratings, outlooks, and rating history
getEntityPeersComparable peer entities
searchEntityDocumentsSearch Moody's research document library
getEntityScorecardRating scorecard metrics and methodology inputs
getEntityRatingDriversUpgrade and downgrade factor analysis
getEntityEsgESG 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
Repository
openai/plugins
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