Tally Prime MCP Server

Tally Prime MCP (Model Context Protocol) Server implementation to feed Tally Prime ERP data to popular LLM like Claude, ChatGPT supporting MCP client. This MCP Server helps expose functionalities of Tally to LLM directly.

Prerequisites

• Tally Prime (Silver / Gold)
• Node JS

Ensure below things are pre-installed and setup:

• Ensure to download & install Node JS from official website
• XML Port of Tally Prime must be enabled (F1 > Settings > Connectivity > Client/Server configuration) with below settings

TallyPrime acts as = Server
Port = 9000

Note: Kindly avoid using Educational version of Tally Prime, which has limitations of date range. It will result in invalid / partial data being fed to LLM, leading to highly degraded & incorrect responses.

Download

Avoid cloning repository directly. Utility is available for download (with required dependencies) on below link
https://excelkida.com/resource/tally-mcp-server-v7.8.zip

One-click installer extension for Claude Desktop
https://excelkida.com/resource/tally-mcp-server-v7.8.mcpb

Last updated: version 7.8 [11-Oct-2026]

Refer docs/CHANGELOG.md for details

Contact

Project developed & maintained by:

Dhananjay Gokhale
(Chartered Accountant)

Email: info@excelkida.com
Whatsapp: (+91) 90284-63366

Supported Platform

Implementation was tested on below AI platform

Platform	Local	Remote
Claude AI	✔️	✔️
ChatGPT	✔️	✔️
Grok		✔️
Mistral		✔️
LM Studio	✔️

Setup (Local)

This mode of setup is to be used when MCP Client (like Claude Desktop, Perplexity etc.) and Tally Prime both exists in local PC. MCP Client software itself runs the MCP Server internally in such scenario.

Simply download & extract zip file somewhere on the disk. Assuming that we downloaded & extracted zip file on below path (folder)

D:\Software\Tally MCP Server

A sample setup for few popular tools is demonstrated.

Claude Desktop

Desktop version of Claude AI supports loading of local MCP server. Ensure you have Pro / Team / Max / Enterprise subscription of Claude, which supports higher limit compared to Free. MCP makes multiple calls to Tally for validation and inference, which might exhaust free limits quickly. Download Claude Desktop from following link claude.ai/download

One-click installation (via Extension)

Go to menu > File > Settings

Extensions > Advance Settings

Click on install extension button

Browse the extension file (with file extension mcpb) download at the start

A dialog window will appear asking Do you want to install Tally Prime? click Install button, which would install the Tally MCP Server

Installation via Config file (via Developer menu)

Go to menu > File > Settings > Developer

This will open My Computer window. Right click and edit claude_desktop_config.json file (via Notepad) with as below JSON

{
  "mcpServers": {
	  "Tally Prime": {
		  "command": "node",
		  "args": ["D:\\Software\\Tally MCP Server\\dist\\index.mjs"]
	  }
  }
}

Note: single slash in folder path needs to be substituted with double slash

Save the file. Close Claude Desktop (menu > File > Exit) and again re-launch it.

Verify by clicking on Tools button and check if Tally Prime appears in the list (screenshot below)

ChatGPT Desktop

Download & install ChatGPT Desktop from Microsoft Store. Login to it.

Go to Edit > Settings

Navigate to Integration > Plugins. Click Add button and choose Add MCP Server

In the MCP settings page enter / apply below options or values
Name = Tally Prime (or any other value)
Command to launch = node
Arguments = D:\Software\Tally MCP Server\dist\index.mjs (or other path)

Click Save button

Close & Re-Open ChatGPT Desktop app

Setup (Cloud)

This mode of setup is to be used, when using browser-based MCP client like ChatGPT, Claude AI, Copilot, OR mobile-based app for these LLM which cannot access Tally Prime running inside local PC. In this scenario, MCP Server needs to run as web-server, internally connected to Tally securely. Setup is quite complicated, and is covered in detail in docs folder of this project.

• Linux-based Server
• Windows Server (exploration in-progress)

Available Tools

This server currently exposes 20 MCP tools.

metadata-collection

Returns metadata for supported collections.

Input No input.

Output JSON array with objects containing:

1. collection
2. description

query-option-values

Returns predefined option values used by input fields.

Input

Argument	Description
optionName	Supported: country-state

Output JSON array of option values for the selected option name.

metadata-fields

Returns field metadata for a selected collection.

Input

Argument	Description
collection	Collection name. Use metadata-collection to discover valid values

Output JSON array of field metadata containing field name, description (if any), and normalized datatype (string, number, date, boolean).

query-database

Runs SQL query on in-memory pglite tables previously created by reporting tools.

Input

Argument	Description
sql	SELECT query only
outputFormat	One of JSON Array of Objects, JSON with Schema and Rows, CSV, Markdown Table. Default is JSON Array of Objects which is preferred format

Output Query result in tab-separated text format.

query-collection

Queries a Tally collection for selected fields and caches output in an in-memory table.

Input

Argument	Description
collection	Collection name
fields	Array of field names to fetch
targetCompany (optional)	Company name (defaults to active company)
fromDate (optional)	Date in YYYY-MM-DD
toDate (optional)	Date in YYYY-MM-DD

Output JSON: { "tableID": "..." }

list-master

Fetches list of masters for validation and auto-completion.

Input

Argument	Description
targetCompany (optional)	Company name (defaults to active company)
collection	One of: group, ledger, vouchertype, unit, godown, stockgroup, stockitem, costcategory, costcentre, attendancetype, company, currency, gstin, gstclassification
containsFilter (optional)	filter to apply CONTAINS operation to restrict values

Output JSON: { "list": [ ... ] }

chart-of-accounts

Extracts Chart of Accounts (or Group hierarchy) useful for preparing Balance Sheet, Profit and Loss, Trial Balance

Input

Argument	Description
targetCompany (optional)	Company name (defaults to active company)

Output JSON: { "tableID": "..." } with columns:

1. ledger_name
2. group_name
3. primary_group
4. bs_pl (boolean) [true = Profit & Loss / false = Balance Sheet]
5. dr_cr (boolean) [true = Debit / false = Credit]
6. affects_gross_profit (boolean) [true = Affects Gross Profit / false = Does not affect Gross Profit]
7. sort_position (number)

trial-balance

Fetches trial balance for period.

Input

Argument	Description
targetCompany (optional)	Company name (defaults to active company)
fromDate	Date in YYYY-MM-DD
toDate	Date in YYYY-MM-DD
group_name (optional)	Filter by group name

Output JSON: { "tableID": "..." } with columns:

1. ledger_name
2. group_name
3. opening_balance (number) [negative = Debit / positive = Credit]
4. net_debit
5. net_credit
6. closing_balance (number) [negative = Debit / positive = Credit]

profit-loss

Fetches profit and loss data for period.

Input

Argument	Description
targetCompany (optional)	Company name (defaults to active company)
fromDate	Date in YYYY-MM-DD
toDate	Date in YYYY-MM-DD

Output JSON: { "tableID": "..." } with columns:

1. ledger_name
2. group_name
3. closing_balance (number) [negative = Debit / positive = Credit]

balance-sheet

Fetches balance sheet data for period.

Input

Argument	Description
targetCompany (optional)	Company name (defaults to active company)
fromDate	Date in YYYY-MM-DD
toDate	Date in YYYY-MM-DD

Output JSON: { "tableID": "..." } with columns:

1. ledger_name
2. group_name
3. closing_balance (number) [negative = Debit / positive = Credit]

stock-summary

Fetches stock item summary for period.

Input

Argument	Description
targetCompany (optional)	Company name (defaults to active company)
fromDate	Date in YYYY-MM-DD
toDate	Date in YYYY-MM-DD
stockGroup (optional)	Filter by stock group name

Output JSON: { "tableID": "..." } with columns:

1. stock_item_name
2. stock_group_name
3. opening_quantity (number)
4. opening_value (number) [negative = Debit / positive = Credit]
5. inward_quantity (number)
6. inward_value (number)
7. outward_quantity (number)
8. outward_value (number)
9. closing_quantity (number)
10. closing_value (number) [negative = Debit / positive = Credit]

ledger-balance

Returns ledger closing balance as on date.

Input

Argument	Description
targetCompany (optional)	Company name (defaults to active company)
ledgerName	Exact ledger name
toDate	Date in YYYY-MM-DD

Output JSON: { "amount": number } where negative = Debit and positive = Credit.

stock-item-balance

Returns stock item closing quantity as on date.

Input

Argument	Description
targetCompany (optional)	Company name (defaults to active company)
itemName	Exact stock item name
toDate	Date in YYYY-MM-DD

Output JSON: { "quantity": number, "unit_of_measurement": string } when found.

bills-outstanding

Fetches receivable/payable bill-wise outstanding as on date.

Input

Argument	Description
targetCompany (optional)	Company name (defaults to active company)
nature	receivable or payable
toDate	Date in YYYY-MM-DD

Output JSON: { "tableID": "..." } with columns:

1. bill_date
2. reference_number
3. outstanding_amount
4. party_name
5. overdue_days

ledger-account

Fetches ledger account statement for period.

Input

Argument	Description
targetCompany (optional)	Company name (defaults to active company)
ledgerName	Ledger name
fromDate	Date in YYYY-MM-DD
toDate	Date in YYYY-MM-DD

Output JSON: { "tableID": "..." } with columns:

1. guid
2. date
3. voucher_type
4. voucher_number
5. alternate_ledger
6. party_name
7. amount (number) [negative = Debit / positive = Credit]
8. narration

stock-item-account

Fetches stock item account statement for period.

Input

Argument	Description
targetCompany (optional)	Company name (defaults to active company)
itemName	Stock item name
fromDate	Date in YYYY-MM-DD
toDate	Date in YYYY-MM-DD

Output JSON: { "tableID": "..." } with columns:

1. date
2. voucher_type
3. voucher_number
4. party_ledger
5. quantity
6. amount (number) [negative = Debit / positive = Credit]
7. narration
8. tracking_number
9. voucher_category

ledger-create-update

Creates or updates one or more ledger.

Note: This tool has ability to modify existing ledger. Always backup your Company before instructing this tool.

Input

Argument	Description
targetCompany (optional)	Company name (defaults to active company)
masters	Array of ledger master objects to create/update

Master ledger object accepts following

Property	Description
name	Ledger name or New Ledger name (during update)
_name	Existing ledger name
parent	Group under which ledger would exists
openingBalance	(optional) Opening Balance of the Ledger
isBillWise	(optional) flag to set Bill-by-Bill referencing
billCreditPeriod	(optional) Credit Period for bill in days
mailingDetails	(optional) Business Name for mailing purpose, country, state, pincode, address
gstRegistrationDetails	(optional) GST registration details like GST Number, Registration Type, Place of Supply (state)

Output JSON result returned by import operation (success/failure details).

delete-master

Delete one (or more) masters from Tally

Input

Argument	Description
targetCompany (optional)	Company name (defaults to active company)
collection	Type of master or collection to delete. One of: group, ledger, vouchertype, unit, godown, stockgroup, stockitem, costcategory, costcentre, attendancetype, company, currency, gstin, gstclassification
name	array of name(s) of master to be deleted

Output JSON result returned by delete operation (count of deleted, skipped, etc).

voucher-journal

Creates one (or more) Journal vouchers in Tally.

Input

Argument	Description
targetCompany (optional)	Company name (defaults to active company)
vouchers	Array of journal voucher objects to create

Voucher object accepts following

Property	Description
isoptional	(optional) Set to true to create Optional voucher
date	Voucher date in YYYY-MM-DD
voucherType	(optional) Voucher type (defaults to Journal and must belong to Journal parent)
voucherNumber	(optional) Voucher number
narration	(optional) Narration text
accountingEntry	Array of accounting lines (minimum 2 lines and sum of amount must be zero)

Accounting entry object accepts following

Property	Description
ledgerName	Ledger name
amount	Amount for the line (positive = Credit / negative = Debit)

Output JSON result returned by import operation (success/failure details).

set-company

Sets active company context in Tally Prime.

Input

Argument	Description
companyName	Company name to activate

Output JSON string: "OK" on success.

set-period

Sets active reporting period context in Tally Prime.

Input

Argument	Description
fromDate	Start date in YYYY-MM-DD
toDate	End date in YYYY-MM-DD

Output JSON string: "OK" on success.

Environment Variables

End-users are free to hard-code few settings which needs to be applied

Variable	Description
TALLY_PORT	Port Number of XML Server of Tally (optional, default is 9000)
TALLY_HOST	Host name or IP where XML Server is running (optional, default is localhost)
BLOCK_WRITE	Controls if MCP completely block access of write functionality. Setting this flag to value 1 will completely hide write functionality tools from the tool list. [ 0 = Allow , 1 = Block ] (optional, default is 0 i.e. allowed). Not applicable for Claude Desktop (as it offers graphical switch to disable write functionality)
PORT	Tally MCP Server port number. Applicable only if Tally Prime MCP Server is deployed as Remote MCP server (optional, default is 3000). Not applicable for Claude Desktop
MCP_DOMAIN	Domain name of Tally MCP Server website (optional, default is https://localhost:9000). Not applicable for Claude Desktop
PASSWORD	Password for the OAuth Login front-end page to authenticate genuine user (kindly set this to some complex password default is password). Not applicable for Claude Desktop