Moody's Growth and Strategy

Find entity ID or multiple IDs from user-provided names or identifiers of organizations, Structured Finance deals or tranches, or find by 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. If the search target is known to be a Structured Finance deal ID, deal name, or tranche, set entityType to deals_and_programs. 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 the Base64URL-encoded entityId produced by the findEntity tool. If the input to this tool does not include a valid entity ID from the findEntity tool, 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 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 fetches from Moody's and Eva Financial API in parallel for non-banking entities, defaulting to the most recent 5 years of data if no periods are specified and selecting whichever source has the most recently updated data. The tool falls back to AQ defaulting to the previous 3 years if both Moody's and EVA results are unavailable. For entities in the Financial Institutions sector, BankFocus results are returned defaulting to the previous five years if no periods are specified. For adjusted financials requests, only Moody's is used (Eva does not support adjusted data). When no explicit filterCriteria or prompt is provided, defaults to returning key financial indicators only. When a prompt is provided, the tool will return data filtered with the prompt. When filterCriteria is provided, the tool will return data filtered with the filterCriteria. To retrieve the most recent 5 years of data with all available sections and account names, pass an empty filterCriteria object: filterCriteria: {}. Optional natural language 'prompt' parameter can be provided to narrow down results (e.g., "total assets and net income for last 3 years in EUR"). The prompt is parsed by LLM for banking entities to identify specific fields, periods, currency, and scale. Optional filter criteria can be provided to narrow down results. Prompt can be used alone or combined with filterCriteria. Merge precedence when both prompt and filterCriteria are supplied: * For most entities: filterCriteria wins on all fields, including accountNames. When filterCriteria.accountNames is provided, prompt-parsed account names are ignored. When filterCriteria.accountNames is absent, prompt-parsed account names are used. * For banking entities: filterCriteria wins on periods, currencies, scale, and consolidation. Exception — accountNames: the prompt's LLM-resolved field names take priority over filterCriteria.accountNames because the LLM parser produces source-specific BankFocus field names (e.g. "Operating revenues") that are more precise. * Moody's: supports all filter fields (periods, currencies, sections, accountNames, scale) * BankFocus: supports periods (years, quarters, relative quarters like LQ/LQ-1), currencies (first value used if multiple specified), scale, and accountNames (use Bank Focus field names like "Total assets (balance sheet)"). Does not support sections or half-year/LTM/YTD periods. * AQ: does not support filtering Note: This tool requires entity ID(s) in the Base64URL-encoded entityId produced by the findEntity tool. If the input to this tool does not include a valid entity ID from the findEntity tool, 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 current Managers, Directors and key appointed officers for a given entity. By default returns only each officer's name and position (role). Set includeDetails to true for full profiles (age, nationality, tenure, address, shareholding, etc.). Note: This tool requires entity ID(s) in the Base64URL-encoded entityId produced by the findEntity tool. If the input to this tool does not include a valid entity ID from the findEntity tool, 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 the Base64URL-encoded entityId produced by the findEntity tool. If the input to this tool does not include a valid entity ID from the findEntity tool, 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 the Base64URL-encoded entityId produced by the findEntity tool. If the input to this tool does not include a valid entity ID from the findEntity tool, 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.

Get segment financials to answer questions about a company's revenue, profit, and asset breakdown by segment (geographical, product, business, etc.). Data is sourced from the Moody's segment data tab API (industry, business, and geographic breakdowns). By default, returns the most recent 5 fiscal years of annual (YE) data. Not all companies have segment data; some report only a subset of account lines. Period filtering uses filterCriteria (aligned with getEntityFinancials_v2): - Specific years: filterCriteria: { periods: ["2024", "2023"] } - Specific quarters: filterCriteria: { periods: ["Q1 2024", "2024Q3"] } - Half-years: filterCriteria: { periods: ["H1 2024"] } - Relative quarters: filterCriteria: { periods: ["LQ", "LQ-1"] } - Mixed: filterCriteria: { periods: ["Q1 2025", "2024", "H1 2024"] } - Annual only: filterCriteria: { excludeInterimData: true } (default when omitted) - Include interim: filterCriteria: { excludeInterimData: false, periods: ["2024"] } LTM and YTD are not supported. Note: This tool requires entity ID(s) in the Base64URL-encoded entityId produced by the findEntity tool. If the input to this tool does not include a valid entity ID from the findEntity tool, 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 the Base64URL-encoded entityId produced by the findEntity tool. If the input to this tool does not include a valid entity ID from the findEntity tool, 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 the Base64URL-encoded entityId produced by the findEntity tool. If the input to this tool does not include a valid entity ID from the findEntity tool, 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 company filings and earnings call materials: annual (e.g. 10-K/20-F), interim (e.g. 10-Q/6-K), or earnings_call_transcript. You may combine multiple filing types as separate entries. A non-empty `query` string is required to search document content. Search returns semantic chunks from upstream; citation URLs come from the AIDI endpoint. Optional `reportYears` (four-digit strings, e.g. "2025") and optional `reportQuarters` ("Q1"–"Q4") scope the search. For earnings call types, these are fiscal year and quarter (available from 2020 onward). `reportQuarters` applies to interim and earnings call types and must be combined with `reportYears`; it is ignored for annual filings and when no `reportYears` is provided. When either is omitted, the latest available report is returned. `results` is always an array. When documents 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 the Base64URL-encoded entityId produced by the findEntity tool. If the input to this tool does not include a valid entity ID from the findEntity tool, 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.