Connect Moody's to Well
Bring Moody's credit ratings, issuer profiles, and bond fundamentals into Well, joined to the companies in your CRM by identifier and name match.
What Well pulls from Moody's
Moody's feeds credit rating, issuer, research report into Well as a source. The connection is read-only; disconnect at any time from your workspace settings to revoke Moody's’s access.
| From Moody's | In Well | Relation | |
|---|---|---|---|
| Credit rating | Risk signal | Feeds | |
| Issuer | Entity | Resolves to | |
| Research report | Audit attachment | Preserves as |
- Sync mode
- MCP hybrid
- Refresh
- live + reconciliation reads
- Direction
- Moody's → Well
What Well does with your Moody's connection
Connect
Connect Moody's over OAuth (MCP DCR): Well registers a client through Moody's's OAuth Dynamic Client Registration and you approve on Moody's's side, so the password never reaches Well; Well holds only a scoped token it can refresh.
Sync
Well brings credit rating, issuer, and research report in from Moody's on live events backed by periodic reconciliation reads. The first sync backfills history in the background and the connection stays live after.
Enrich
Well resolves each Moody's entity into risk signal, entity, and audit attachment, assigns categories, and links every record to an audit trail across the rest of your connected tools.
Available
Your data from Moody's lands in the workspace as risk signal, entity, and audit attachment you can search, chart, and automate.
Questions Moody's unlocks
Ask in plain language. Well answers from your connected Moody's connection, resolved against the rest of your stack.
Ask anything about your Moody's connection
Ask about your Moody's connection…
Connect Moody's in three steps
- 01
Authorize Well to access Moody's
Initiate the connection within your Well dashboard to begin the authorization process.
- AuthOAuth (MCP DCR)
- DiscoveryMCP .well-known
- MCP serverapi.moodys.com/genai-ready-data/m1/mcp
- 02
Map your entities
Confirm the connection to allow Well to securely read your company and people data.
- Mappingpreconfigured by Well
- 03
Use the data
Verify that the Moody's data source is active and that records are visible in your workspace.
- First syncstarts as soon as connect completes
Well only reads data to support your workspace and never modifies your source records.
How Moody's stays secure with Well
Well connects to Moody's's MCP server (api.moodys.com/genai-ready-data/m1/mcp) via the Model Context Protocol. The MCP server itself handles credential issuance through OAuth Dynamic Client Registration; Well never sees a long-lived Moody's secret. Tokens are scoped to the credit rating, issuer, and research report Moody's exposes and refreshed server-side. Reads only, Well cannot modify or delete Moody's records.
- granted
Read Moody's records
Resources the Moody's MCP server exposes, scoped by your OAuth approval.
- granted
Resolve credit rating, issuer, and research report across your stack
Match identifiers in Moody's against the same entities your other connected tools expose, so each record carries cross-tool context.
- refused
Modify or delete Moody's records
Not granted; Moody's is read-only in Well. Write-back is opt-in per connector when a write surface exists.
- refused
Store Moody's passwords or session cookies
Authentication runs through OAuth (MCP DCR) tokens we never see.
Frequently asked questions about Moody's and Well
How does Well obtain data from Moody's?
Well retrieves company and people information directly from Moody's to keep your workspace records accurate.
Can I update Moody's records from within Well?
No. Well reads data from Moody's to populate your workspace but does not write, update, or send any information back to Moody's.
What specific information is imported from Moody's?
Well imports company profiles and associated people records to help you verify corporate structures.
How often does the Moody's data refresh?
Well syncs in the background to ensure your company and people profiles reflect the latest available information.
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Ready to connect Moody's?
Connect once. Every credit rating, issuer, research report from Moody's becomes searchable, queryable, and ready for your agents and tables. Disconnect any time.