Tally2AI / Documentation

Connect an AI app

Connect a supported AI desktop app to the company you choose. Advanced configuration is below.

Start with Claude Desktop

Install and sign in to Claude Desktop on the same Windows computer as Tally. Your account must allow local connections. On My apps & permissions, choose Connect an app, select Claude Desktop, choose the companies and permissions, then connect. Restart Claude if needed and check that Tally is available before asking a question. Your Claude account and any fees are separate.

If your app or organization does not offer local connections, this setup cannot enable them. You do not need to understand the technical guide below to use the guided setup.

Using ChatGPT or another assistant?

Open the Tally Bridge shortcut to My apps & permissions, then choose Connect an app. Select a supported desktop app, the loaded companies and its permissions. Setup creates protected local credentials and preserves unrelated settings. Use Edit permissions on the app’s home card to change access without replacing its connection or configuration. If the AI app caches its available tools, reconnect it to refresh them. The app must support local MCP under its own product, account and workspace policies; this is not a remote web connector.

Connect another local MCP client

Open Advanced connections → Set up an MCP app.
Give the app a recognizable name and select its exact companies.
Choose permissions and expiry. Begin with read access; create/update and delete/cancel are separate.
Choose Create approved MCP connection, then download or copy the configuration.
Add the generated mcpServers.tally entry to your client’s local MCP settings, preserving its other entries. Restart or reconnect the client.

The generated configuration contains the installed Node executable, stdio helper and protected credential-file paths. Use those exact paths. It contains no bearer secret and belongs to this Windows account and installation.

Tools you can expect

Tool group	Purpose
`tally_capabilities`	Discover the current catalog and coverage limits.
`tally_companies_list`	Discover permitted loaded companies.
`tally_masters_list` `tally_vouchers_list`	Read permitted records.
`tally_report` `tally_query`	Read allowlisted reports and known resources.
`tally_operations_get` `tally_operations_reconcile`	Inspect and reconcile the app’s permitted operations.

Available tools reflect the app’s grant. Create/alter tools need write permission, while delete/cancel tools need delete permission. Only the owner can bind a company or manage grants.

Mutation safety

Every Tally mutation requires an explicit idempotencyKey. Alter, cancel and delete also require the latest exact ifMatch ETag. If an operation returns unknown, preserve its key, inspect the journal and reconcile before attempting another mutation. Tool availability is not proof that every financial workflow is supported.

HTTP MCP

Programmatic clients can use the local /mcp URL shown under Tally connection → Advanced: connection settings, with their paired bearer credential on every request. Pairing follows the REST guide. The server supports stateless Streamable HTTP JSON via POST and a local stdio helper; GET and DELETE on /mcp return 405.

Remove access

On My apps & permissions, choose Disconnect app to block subsequent requests. Edit permissions preserves the current connection and does not extend its expiry. Expired or disconnected apps need a fresh approved connection. Revocation cannot undo already-dispatched writes. Business data returned to an AI app is also subject to that app’s own data policies.