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Configure Moody’s Compliance Screening Agent in IBM watsonx Orchestrate

Abstract

Learn how to subscribe to the Moody’s Compliance Screening Agent and configure it in IBM watsonx Orchestrate using OAuth connection, ADK, and MCP tools.

This guide explains how to subscribe to the Moody’s Compliance Screening Agent and configure it in IBM watsonx Orchestrate (wxO) when you have received your credentials.

Subscribe to the Moody’s Compliance Screening Agent

The Moody’s Compliance Screening Agent is available under the Bring Your Own License (BYOL) model on the IBM platform.

To subscribe to the Moody’s Compliance Screening Agent and receive your ClientID and ClientSecret, contact the Moody's Sales team at the following email address: .

Configure the Moody’s Compliance Screening Agent in IBM watsonx Orchestrate

To configure Moody’s Compliance Screening Agent in the IBM Agentic platform, you need to install and configure IBM Agent Development Kit (ADK), create an OAUth connection to Moody's Identification Service, import Moody's Model Context Protocol (MCP) tools using ADK, and create an IBM Agent consuming the Moody’s Compliance Screening Agent tools.

Install and configure IBM ADK

Follow the wxO ADK documentation on the official IBM Developer site to install and configure the IBM wxO ADK integration on your wxO instance.

Create an OAuth connection to Moody's OAuth server

To set up the connection to Moody's OAuth server using OAuth2 Authorization Code:

  1. In the wxO UI, navigate to Manage > Connections and select Add new connection.

    Add new connection in IBM watsonX Orchestrate
  2. Enter "Moodys_OAuth_Connection" as the Connection ID and "Moody's OAuth 2 Connection" as the Display name and select Save and continue.

    Define new connection details in IBM watsonX Orchestrate
  3. Select Oauth2 Authorization Code as the Authentication type.

    Configure draft connection authentication type in IBM watsonX Orchestrate

    Use the following values to create the draft connection, which is used to import Moody’s Compliance Screening Agent tools, set up the agent builder, and test the draft connection to make sure it works:

    • Server URL: Leave blank

    • Token URL: Enter "https://login.moodys.com/oauth2/v1/token"

    • Scope: Enter "openid profile email tenants groups"

    • Authorization URL: Enter "https://login.moodys.com/oauth2/v1/authorize"

    • ClientID and Client Secret: Enter the ClientID and ClientSecret you received from the Moody's Sales team.

    • Credential type: Select Team credentials.

  4. Select Connect. You are redirected to an authorization window and then to Moody's Identification Service where you can sign in using your Moody's SSO credentials.

    Configure draft connection authentication values in IBM watsonX Orchestrate

    A message appears in the wxO UI when you are successfully connected to the Moody's OAuth server.

  5. Select Next to create the live connection, which is used for production.

  6. Select Paste draft configuration to use the same values as the draft connection, and then select Connect to test the live connection.

    A message appears in the wxO UI when you are successfully connected to the Moody's OAuth server.

  7. Select Add connection. Green check icons appear under Draft and Live on the Connections screen to indicate that the connection was successfully established.

Import Moody's MCP tools via ADK using the OAuth connection

To import Moody’s Compliance Screening Agent MCP tools using ADK, run the following command in a Unix shell:

orchestrate toolkits import --kind mcp --name moodys_mcp_tools --description "Moody’s Screening Agent MCP tools" --url "https://screening-ai-services.moodys.cloud/mcp" --transport "streamable_http" --tools "*" --app-id "Moodys_OAuth_Connection"

Ensure the app-id is identical to the value you entered for Connection ID when creating an OAuth connection to Moody's OAuth server.

See the official ADK documentation for more details on connection setup and toolkit import.

Create an IBM Agent to use Moody's MCP tools

To create an IBM Agent to consume the Moody’s Compliance Screening Agent MCP tools:

  1. In the wxO UI, navigate to Build > Agent Builder.

    Create new AI Agent in IBM watsonX Orchestrate
  2. In the Tools section, select Add tool.

  3. Select Add from file or MCP server and then choose Import from MCP server.

  4. Open the Select MCP server drop-down and select moodys_mcp_tools.

  5. Activate the MCP tools you need for your agent and business operations and then select Add to agent. The activated tools appear in your agent's toolset.

  6. Finalize your agent setup and configurations to meet your specific requirements. See the official IBM watsonx Orchestrate documentation for detailed guidance.

Additional information