[ Claudally — open-source Tally Prime ↔ MCP server ]
Query financial reports, manage masters, post vouchers, and analyse GST — in plain language, from Claude, ChatGPT, Copilot, or any MCP client. Open source, local-first.
✓ Tested with Claude Opus 4+ and Sonnet 5 (beta)
You › What was my GST liability last quarter?
Claude › reading GSTR-3B from Tally…
Output tax ₹4,12,860 − input credit ₹2,88,140
= net payable ₹1,24,720 for Jul–Sep.
You › Post a sales invoice to Acme Ltd for ₹50,000 + 18% GST.
Claude › created voucher #1043 ✓ — taxable ₹50,000, CGST ₹4,500, SGST ₹4,500, total ₹59,000.
01 — What it does
Your whole ledger,
one conversation away.
Every Claudally tool maps to Tally's own XML API — deterministic, auditable, and safe to run on live books.
Financial reports
Balance sheet, P&L, trial balance, cash & bank, outstanding bills — pulled live and explained in plain English.
GST returns
GSTR-1 / GSTR-3B summaries, HSN breakups, and per-voucher tax detail — reconciled straight from your data.
Post vouchers
Sales, purchase, payment, receipt, journal — single or batch, with dry-run preview and reversible entries.
Manage masters
Create and configure ledgers, groups, and stock items — including GST-ready tax ledgers that populate returns.
Multi-company
List, load, switch, and unlock protected companies — Silver or Gold edition — without restarting Tally.
Yours, privately
Runs on your machine or your server. Data never leaves your control. Optional Cloudflare Tunnel for remote access.
02 — How it works
Running in three steps.
From "nothing installed" to talking to your books in under five minutes.
Install the agent
Run the Windows installer on the PC with Tally Prime. It bundles Node.js, the service, and cloudflared — no dependencies to chase.
Connect your client
Add the server URL to Claude, ChatGPT, or Copilot as an MCP connector. OAuth handles auth; pick a company and you're live.
Just ask
"Show me overdue receivables." "File-ready GSTR-1 for June?" "Book this expense." Claudally does the rest — deterministically.
03 — Claude plugin
Tally Feeding — books that stay in your house style
An optional Claude plugin that profiles how your firm actually posts — numbering, narration style, ledger pairings — confirms it with you, then feeds ledgers, stock items, and GST / non-GST vouchers that match, consistently across sessions. Skill only: it drives Claudally, and your connection stays in your own settings.
Install it in Claude Cowork (plugin install / marketplace), then connect a working folder for your client sheets. Requires the Claudally server connected as an MCP connector.
Local-first by design
The server talks to Tally over localhost XML. Your financial data stays on your infrastructure — nothing is sent to a third party.
Deterministic writes
Every voucher and master goes through Tally's native XML API, never GUI guessing — with read-only mode, audit logs, and dry-run.
Truly open source
AGPL-3.0. Read the code, self-host it, fork it. No lock-in, no per-seat pricing, no black box between you and your ledger.
04 — Quick start
Install in one click.
Download the Windows installer, or clone and build from source.
Claudally for Windows
Check this download before you run it
This installer is not code-signed yet, so Windows will warn about an unrecognised publisher. Two checks confirm you have exactly the file we built — run them in PowerShell from your downloads folder.
Should print:
The second is the stronger one: it proves this binary was produced by our public release pipeline from a specific commit, not merely that it matches a number we published. If either check fails, don't run the file.
# clone & build git clone https://github.com/JINA-CODE-SYSTEMS/tally-mcp-server.git cd tally-mcp-server npm install && npx tsc # then point your MCP client at the running server
For production Windows boxes, use the installer — portable Node, NSSM service, and Cloudflare Tunnel, all bundled.
Talk to your books.
Free, open source, and running in minutes.