tally-mcp 0.2.0

MCP server for TallyPrime integration

Tally MCP

MCP server that bridges AI assistants (Claude, etc.) to TallyPrime accounting software via XML-over-HTTP.

40 tools covering financial reports, master data, voucher creation, bulk imports, and more.

Quick Start

Local (single user, same machine as Tally)

uvx tally-mcp

Or add to your MCP client config (.mcp.json):

{
  "mcpServers": {
    "tally": {
      "command": "uv",
      "args": ["run", "tally-mcp"],
      "env": { "TALLY_MCP_TALLY_PORT": "9000" }
    }
  }
}

Remote (team access)

On the Tally machine:

pip install tally-mcp
tally-mcp --http

Then expose via Cloudflare Tunnel, distribute scoped tokens to team members. See the remote setup guide.

Prerequisites

• Python 3.11+
• TallyPrime with server mode enabled (F12 > Connectivity > port 9000)
• At least one company open in TallyPrime

What you can do

Once connected, ask your AI assistant questions like:

"Show me the trial balance for March 2026"
"Give me monthly sales by customer for FY 2025-26"
"Who owes us money?"
"What's the P&L for this quarter?"
"Create a sales invoice for Acme Corp, 50,000, dated March 15"

Tools (40)

Category	Count	Examples
Reports	13	Trial Balance, P&L, Balance Sheet, Sales/Purchase Register, Receivables, Payables, Day Book, Sales by Party
Masters (read)	7	List ledgers, groups, stock items, voucher types
Masters (write)	4	Create/alter ledgers, groups, stock items
Vouchers	2	Create and cancel vouchers (Sales, Purchase, Payment, Receipt, Journal, Contra, Credit/Debit Note)
Bulk	5	Bulk create from JSON/CSV, custom XML queries
Onboarding	4	Discover companies, configure multi-company routing
Auth	3	Generate/cycle/list scoped tokens
Utility	2	Health check, heartbeat

See docs/tools.md for the full reference.

Key Features

• Multi-company support — configure multiple businesses with date-based routing
• Scoped access tokens — per-company tokens for team access control
• Sales by party — single-call party x month grid (no per-customer API calls)
• Dual transport — stdio (local) or streamable-http (remote)
• Inline TDL — custom collection queries for advanced report extraction

Documentation

Topic	Link
Setup (local)	docs/guide/setup-local.md
Setup (remote/team)	docs/guide/setup-remote.md
Managing access	docs/guide/managing-access.md
Adding companies	docs/guide/adding-companies.md
Common queries	docs/guide/common-queries.md
Tool reference	docs/tools.md
Configuration	docs/configuration.md
Architecture	docs/architecture.md

Development

git clone https://github.com/proceduretech/pro-tally-mcp.git
cd pro-tally-mcp
make setup    # creates venv + installs editable with dev deps
make test     # run unit tests
make dev      # start dev server

License

MIT