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.

For a given entity ID, retrieve Beneficial Owners (BO) - all entities or persons that hold direct or indirect ownership/control. An optional ownership threshold can be specified (10/10%, 10/50%, or 25/25%); when omitted the legacy EVA beneficial owners dataset is used. BO information includes: * BO name, country, distance (from given entity) and type (corporate, individual, etc.) * BO Status (this field summarizes the situation within ownership database on beneficial owners and other ultimate beneficiaries computed for the given entity.) * Direct and total ownership percentage. 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 For non-banking entities, fetches from two sources in parallel, selecting whichever has the most recently updated data, defaulting to the most recent 5 years. Falls back to a secondary source (prior 3 years) if both are unavailable. For Financial Institutions (Banks), returns banking-specific data, defaulting to the prior 5 years. For adjusted financials, uses the primary source only. When no filterCriteria or prompt is provided, returns key indicators only. Pass filterCriteria {} to return all sections and account names for the most recent 5 years. Optional prompt (e.g. "total assets and net income for last 3 years in EUR") or filterCriteria can be used alone or combined to narrow results. When both are supplied, filterCriteria wins on all fields except accountNames for banking entities, where LLM-resolved names from the prompt take priority. Per-source filter support: * Moody's: periods, currencies, sections, accountNames, scale * Banks: periods (incl. LQ/LQ-1), currency (first value used), scale, accountNames; no sections or half-year/LTM/YTD Interim periods (half-year, quarterly, LTM, YTD) refer to the calendar year, not the entity's fiscal year. 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 firmographic information about the entity, including: * Legal company name, previous company name(s) and name change date(s), and alternative/ "also known as" (AKA) names * Contact information (registered address, telephone number and website) * Identifiers (Trade register number, VAT, LEI, Local National Identifiers) * Legal information (legal form, status, date of incorporation) * Standard Industry classifications (NACE, NAICS and US SIC), business description * Number of employees 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"] } (LQ is the most recent quarter available in the entity's data, LQ-1 the next, etc.) - 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.

For a given entity ID, retrieve the Global Ultimate Owner (GUO) — the entities or persons at the top of the ownership chain who control the company through an ownership stake meeting the minimum threshold. The minimum ownership threshold defaults to 50.01% and can be lowered to 25.01%. GUO information includes: * GUO name, BVD ID, country and type (corporate, individual, etc.) * Direct and total ownership percentage * Information date and source 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, that indicates ingestion is in progress, not a generic error—the files are typically ready in approximately 3 minutes. For MCP servers and clients: when you receive that ingestion-in-progress message, keep calling this tool with the same inputs every 30 seconds until it returns a normal successful result, 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.

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 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.