PNPC-MCP-Tally-Prime

<p align="center"> <img src="assets/icon.png" alt="PNPC-MCP-Tally-Prime" width="180"> </p>

<h1 align="center">PNPC-MCP-Tally-Prime</h1>

<p align="center"> Tally Prime MCP (Model Context Protocol) Server implementation to feed TallyPrime ERP data to Claude — and unlike most Tally MCP servers, it can also <b>post vouchers</b> (Sales, Purchase, Payment, Receipt, Journal), not just read reports. </p>

Built and maintained by PNPC Global. Public so anyone can use or self-host it for their own TallyPrime setup.

Prerequisites

• TallyPrime (Silver / Gold — avoid the Educational edition, its date-range limitation feeds partial/invalid data to the LLM and causes degraded, incorrect answers)
• Claude Desktop (Pro / Team / Max / Enterprise recommended — MCP makes many calls to Tally per question, which can exhaust a Free plan's limits quickly)
• TallyPrime's XML/HTTP gateway enabled: F1 (Help) → Settings → Connectivity → Client/Server configuration
  • TallyPrime acts as = Server (or Both)
  • Port = 9000

You do not need Node.js installed to run this — Claude Desktop bundles its own Node.js runtime for extensions. You only need Node.js if you're building from source (see Building from source).

Download

Grab the latest built package straight from this repo — no cloning or building required:

• PNPC-MCP-Tally-Prime.mcpb — one-click installer extension for Claude Desktop

Supported platforms

Platform	Local	Remote
Claude Desktop	✔️	✔️

(Remote/cloud deployment is possible via the HTTP entry point — see docs/HTTP_DEPLOYMENT.md — but local is the supported, recommended path for most users.)

Setup (Local)

Use this when Claude Desktop and TallyPrime are both on the same PC — Claude Desktop runs the MCP server internally for you.

One-click installation (via Extension)

1. Claude Desktop → menu → File → Settings
2. Extensions → Advanced settings
3. Click Install Extension
4. Browse to and select PNPC-MCP-Tally-Prime.mcpb (downloaded above)
5. A dialog will appear asking "Do you want to install PNPC-MCP-Tally-Prime?" — click Install
6. It'll prompt for the TallyPrime Gateway URL — leave as http://localhost:9000 unless your gateway runs elsewhere
7. Verify by clicking the Tools (hammer) icon in a chat — PNPC-MCP-Tally-Prime should appear in the list

If step 4–5 don't produce that confirmation dialog (accepted silently, nothing visible happens), see Troubleshooting below — Install Unpacked Extension on the same screen, pointed at this repo's root folder, is the reliable fallback.

Installation via config file (via Developer menu)

1. Claude Desktop → menu → File → Settings → Developer
2. This opens a File Explorer window at the config location — right-click claude_desktop_config.json → Edit (Notepad)
3. Add:

   {
     "mcpServers": {
       "PNPC-MCP-Tally-Prime": {
         "command": "node",
         "args": ["D:\\Path\\To\\PNPC-MCP-Tally-Prime\\dist\\index.js"]
       }
     }
   }
   

   (Use double backslashes in the path, as shown.)
4. Save, then fully quit Claude Desktop (File → Exit) and relaunch it
5. Verify via the Tools icon, same as above

Perplexity Desktop / other MCP clients

Any MCP client that accepts a local stdio server config uses the same command/args JSON shown above. See your client's own docs for exactly where that config lives.

Setup (Cloud)

For browser-based or mobile LLM clients that can't reach a TallyPrime instance running on your local PC, the server can run as a small web service with OAuth-protected access instead. This is more involved — see docs/HTTP_DEPLOYMENT.md.

Available tools (28 total)

Dates use DD-MM-YYYY format, matching Tally's own convention. Full machine-readable schemas: docs/TOOLS.md.

Read

Tool	Input	Output
get_ledgers	—	All ledgers (accounts)
get_stock_items	—	All stock items
get_groups	—	Account groups (e.g. Sundry Debtors, Fixed Assets)
get_voucher_types	—	Configured voucher types (Payment, Sales, Journal, ...)
get_cost_centres	—	All cost centres
get_company_info	—	Currently open company's details
get_vouchers	from, to	Day Book — vouchers in that date range
get_ledger_vouchers	ledgerName, from, to	Voucher entries posted to one ledger
get_profit_and_loss	from, to	P&L statement
get_trial_balance	from, to	Trial Balance
get_balance_sheet	asOf	Balance Sheet as of a date
get_stock_summary	asOf	Stock Summary as of a date
get_bills_receivable	asOf	Outstanding Bills Receivable
get_bills_payable	asOf	Outstanding Bills Payable

Write

Tool	Input	Output
create_ledger	name, oldName?, parent, openingBalance?, maintainBillWise?, trn?, email?, website?, phone?, mobile?, billCreditPeriod?, creditLimit?, extraFields?	Creates a ledger under the given group — or, if oldName is passed, alters/renames that existing ledger instead. extraFields is an escape hatch for any other native Tally ledger field by exact tag name. Known limitation: Address/State/Country/Pincode do not take effect via any plain tag in this Tally version (confirmed by live testing)
create_voucher	voucherType, date, narration?, debitLedger, creditLedger, amount, debitBillName?, debitBillType?, creditBillName?, creditBillType?, debitCostCentre?, creditCostCentre?, costCategory?	Creates a Payment/Receipt/Sales/Purchase/Journal voucher with one debit + one credit entry. Bill-wise allocation (New Ref / Agst Ref) requires maintainBillWise to have been set on the ledger. Cost centre allocation works standalone
update_voucher	voucherType, voucherNumber, date, narration?, debitLedger, creditLedger, amount, debitCostCentre?, creditCostCentre?, costCategory?	Replaces an existing voucher's entries — matched by type + date + voucher number, which must already exist and be unique
delete_voucher	voucherType, voucherNumber, date	Permanently deletes a voucher — no trace left, distinct from cancelling (which keeps it visible, marked Cancelled)
create_stock_journal	date, narration?, sourceItem, sourceQty, sourceRate, destItem, destQty, destRate, unit, godown?	Creates a Stock Journal voucher moving inventory from one stock item to another (transfer or simple conversion). Inventory-only, no ledger entries
create_group	name, parent	Creates an account group nested under a parent
create_stock_item	name, group, unit, openingBalance?, openingRate?, description?, rateOfVat?, ignoreNegativeStock?, extraFields?	Creates a stock item. extraFields is an escape hatch for any other native field by exact tag name
update_stock_item	name, group, unit	Updates an existing stock item's group/unit
delete_stock_item	name	Deletes a stock item (fails if it has transactions posted)
delete_master	collection, names	Deletes one or more masters of any type — LEDGER, GROUP, STOCKITEM, VOUCHERTYPE, UNIT, GODOWN, COSTCATEGORY, COSTCENTRE, etc. — by exact name

⚠️ create_ledger / update_voucher / delete_stock_item / delete_master / delete_voucher modify or remove existing data. Keep a Tally backup before letting the model use these on data you care about — delete_master and delete_voucher in particular have no undo.

Context switching

Tool	Input	Output
set_company	companyName	Switches TallyPrime's active company — affects every subsequent call until changed again
set_period	from, to	Switches TallyPrime's active reporting period — affects every subsequent report until changed again

These change global, persistent state in Tally itself (the same as switching company/period from Tally's own UI) — not a per-call parameter. If you're running multiple tools/sessions against the same Tally instance, a set_company/set_period call from one affects what every other caller sees next.

set_company can only switch to a company that is already open in Tally (multiple companies can be open at once) — it returns success but has no effect if you name a company that isn't loaded. Open it in Tally first (File → Select Company), then switch to it via this tool.

SQL cache

Tool	Input	Output
sync_to_sql	—	Pulls ledgers, groups, stock items, and vouchers (last 365 days) into a local in-memory SQL cache
query_sql	sql (SELECT only)	Runs a read-only query against that cache — tables: ledgers(name, parent, closing_balance), groups(name, parent), stock_items(name, parent, closing_balance), vouchers(date, voucher_type, ledger, amount, narration)

Environment variables

Variable	Default	Purpose
TALLY_URL	http://localhost:9000	Tally's HTTP gateway address
PORT	3939	Port for npm run start:http (remote mode only)
TALLY_MCP_TOKEN	(unset)	Bearer token required on the HTTP server's /mcp endpoint if set (remote mode only)

Running this alongside another Tally MCP connector? Each connector needs its own gateway port open in TallyPrime (F1 → Settings → Connectivity) — two connectors can't share port 9000. If you already have one connector using 9000, open a second gateway on e.g. 9001 for this one, edit mcp_config.env.TALLY_URL in manifest.json to match before packing, or set TALLY_URL directly wherever your MCP client lets you configure this server's environment.

Building from source

Only needed if you're modifying the code rather than using the downloaded .mcpb.

npm install --omit=dev   # production deps only
npm run build             # compiles src/ -> dist/

Node version note: if your system node --version reports something ancient, check where node (Windows) / which -a node (macOS/Linux) for a newer install elsewhere on PATH and use it explicitly for the commands above — Claude Desktop's own bundled Node is what runs the installed extension regardless of your system PATH, so this only affects building.

Packing a .mcpb yourself

npm install -g @anthropic-ai/mcpb   # one-time
mcpb validate manifest.json
mcpb pack . PNPC-MCP-Tally-Prime.mcpb

Troubleshooting

• "Could not reach TallyPrime" — Tally isn't running, or the gateway isn't enabled on port 9000.
• "Tally returned an empty response" — Tally is running but no company is open.
• create_ledger / create_voucher fails — parent group / ledger names must match Tally exactly (case- and whitespace-sensitive).
• Clicking "Install Extension" and picking the .mcpb produces no dialog, no error, just the same screen: this has been an inconsistent behavior on some Claude Desktop builds. Check %APPDATA%\Claude\logs\main.log for a fresh Handling DXT/MCPB file: <path> line right after your attempt:

  Select-String "Handling DXT/MCPB file" "$env:APPDATA\Claude\logs\main.log" | Select-Object -Last 5
  

  • If it's logged but nothing else happens, a confirmation dialog may be rendering off-screen (rare, multi-monitor/remote-desktop setups) — check other windows.
  • If it's not logged at all, use Install Unpacked Extension on the same Extensions → Advanced settings screen instead, pointed at this repo's root folder — that path has been the more reliable one.

Project structure

src/
  tally.ts        Tally HTTP client: sends XML, handles connection/timeout errors
  clean.ts        Normalizes Tally's raw XML->JSON into predictable JSON
  templates.ts    Renders the Nunjucks XML templates in templates/
  db.ts           PGLite SQL cache: sync_to_sql / query_sql
  tools.ts        MCP tool definitions + XML request builders
  server.ts       Shared MCP Server construction (used by both entry points)
  index.ts        stdio entry point (local Claude Desktop)
  http-server.ts  HTTP entry point (remote clients)
templates/
  *.xml.njk       Nunjucks templates for each Tally XML request shape
manifest.json     Claude Desktop Extension manifest (manifest_version 0.3)

Docs

• docs/INSTALL_GUIDE.md — background on why the install steps above are structured this way
• docs/ARCHITECTURE.md — request flow, file responsibilities
• docs/TALLY_XML_GUIDE.md — how Tally's XML gateway works, gotchas
• docs/TOOLS.md — full tool reference + how to add a new tool
• docs/SQL_CACHE.md — the PGLite SQL cache, schema, examples
• docs/HTTP_DEPLOYMENT.md — running as a remote HTTP server
• docs/EXTENSION_PACKAGING.md — packaging as a Claude Desktop Extension

Roadmap / not yet supported

• Ledger Address/State/Country/Pincode fields on create_ledger — Tally accepts the request but doesn't apply these fields; the correct XML structure for this TallyPrime version hasn't been found despite several attempts, including the structure in Tally's own documentation
• GST/VAT-specific statutory reports (e.g. GSTR-1, GSTR-3B, VAT return format)
• Tested/packaged integration with other MCP-capable AI clients (e.g. OpenAI Codex) — the server itself is a standard MCP server (stdio/HTTP) so it's not inherently Claude-only, but the .mcpb packaging and install steps above are Claude Desktop-specific and this hasn't been verified against other clients yet

License

ISC — see LICENSE. Early development was inspired by ideas from vaijaaaaa/Tally-MCP-Server and dhananjay1405/tally-mcp-server.

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<p align="center"> Built and maintained by <b>Lokesh Sparrow</b>, <a href="https://www.pnpcglobal.com">PNPC Global</a> — questions or issues? <a href="https://github.com/lokesh-sparrow/PNPC-MCP-Tally-Prime/issues">Open an issue</a>. </p>