Tally Mcp Server

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-v7.3.zip

One-click installer extension for Claude Desktop https://excelkida.com/resource/tally-mcp-server-v7.3.mcpb

Last updated: version 7.3 [31-May-2026]

Refer docs/CHANGELOG.md for details

Supported Platform

Implementation was tested on below AI platform

|Platform|Local|Remote| |--|--|--| |Claude AI| :heavycheckmark: | :heavycheckmark: | |ChatGPT|| :heavycheckmark: |

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 claudedesktopconfig.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.

• [Linux-based Server](docs/server-setup-linux.md)
• Windows Server (exploration in-progress)

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).

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.

Contact

Project developed & maintained by: Dhananjay Gokhale

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

Source & license

This open-source MCP server is cataloged on AgentStack and links to its original source — we do not rehost the code.

• Author: dhananjay1405
• Source: dhananjay1405/tally-mcp-server
• License: MIT

Install and usage instructions live in the source repository linked above.