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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-v7.5.zip

One-click installer extension for Claude Desktop
https://excelkida.com/resource/tally-mcp-server-v7.5.mcpb

Last updated: version 7.5 [10-Aug-2026]

Refer docs/CHANGELOG.md for details

Supported Platform

Implementation was tested on below AI platform

Platform Local Remote
Claude AI ✔️ ✔️
ChatGPT ✔️
Grok ✔️

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)

Perplexity Desktop

Perplexity Desktop version for MacOS supports connecting to local MCP server. Configuration file (JSON format) is same as demonstrated for Claude Desktop. In absense of MacBook, documentation with screenshot could not be written. Kindly refer to below blog on perplexity website, which explains the steps.

Perplexity Desktop MCP Connectivity

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.

Available Tools

This server currently exposes 19 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).

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

Contact

Project developed & maintained by: Dhananjay Gokhale

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

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Tally Prime MCP (Model Context Protocol) Server implementation to feed Tally ERP data to popular LLM like Claude, ChatGPT supporting MCP

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