tally-mcp-server

tally-mcp-server

Exposes TallyPrime accounting data to MCP-compatible clients via Tally's XML HTTP API. Enables listing companies, ledgers, groups, stock items, day book vouchers, and outstanding balances.

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tally-mcp-server

An MCP (Model Context Protocol) server that exposes TallyPrime data to any MCP-compatible client (Claude Desktop, Claude Code, etc.) over Tally's classic XML HTTP API - the integration method supported by every Tally.ERP 9 / TallyPrime release.

Available tools

Tool key What it returns
list_companies Companies known to the running Tally instance
list_ledgers All ledger accounts, with opening/closing balances
list_groups All accounting groups (chart-of-accounts categories)
list_stock_items All inventory items, with closing qty/rate/value
day_book Vouchers posted between two dates (fromDate, toDate)
outstanding_balances Ledgers in a group with closing balance (receivables/payables)

How it talks to Tally

TallyPrime can act as an HTTP server and accept an XML "envelope": <ENVELOPE><HEADER>...</HEADER><BODY>...</BODY></ENVELOPE>. Two request shapes are used here:

  • Built-in reports (e.g. list_companies) - just name the report, no TDL needed.
  • Custom collections (everything else) - an inline TDL <COLLECTION> naming a native Tally object type (Ledger, Group, StockItem, Voucher) and the fields to fetch. This is the standard technique for "give me all X" pulls and is what most third-party Tally integrations use.

Docs: https://help.tallysolutions.com/developer-reference/introduction/integration-with-tallyprime/

1. Enable Tally as an HTTP server

In TallyPrime: F1 (Help) → Settings → Connectivity → Client/Server configuration → set "TallyPrime acts as" to Server, and note the port (default 9000).

2. Install

npm install
cp .env.example .env
# edit .env if your Tally isn't on localhost:9000

3. Run standalone (for testing)

npm start

The server speaks MCP over stdio, so running it directly won't print anything to stdout - that's expected. Ctrl+C to stop.

4. Connect it to an MCP client

Example Claude Desktop config (claude_desktop_config.json):

{
  "mcpServers": {
    "tally": {
      "command": "node",
      "args": ["/absolute/path/to/tally-mcp-server/src/index.js"]
    }
  }
}

Project structure

src/
├── index.js                 # MCP server bootstrap - wires everything together
├── config.js                 # Reads TALLY_HOST / TALLY_PORT / etc. from .env
├── tally/
│   ├── client.js              # Generic transport: builds/sends the XML envelope,
│   │                           # parses the XML response into a plain object
│   └── endpoints/
│       ├── index.js            # Registry - list every supported Tally API here
│       ├── companies.js        # Built-in report example
│       ├── ledgers.js          # Custom TDL collection example
│       ├── groups.js
│       ├── stockItems.js
│       ├── dayBook.js          # Collection example with runtime params (dates)
│       └── outstanding.js      # Collection example with a filter
└── tools/
    └── index.js                # Turns every registered endpoint into an MCP tool

The split matters:

  • tally/client.js only knows how to transport a request (build the XML envelope, POST it, parse the XML response, surface errors). It has zero Tally-report-specific knowledge.
  • tally/endpoints/*.js each describe one Tally API: what to request (request: { kind, ... }), any input parameters it needs, and how to turn Tally's parsed XML into a clean shape.
  • tools/index.js loops over the endpoint registry and calls server.tool(...) for each one - so a new endpoint becomes a working MCP tool automatically, with no changes to the server or client code.

Adding a new Tally API

Say you want to add "List Cost Centres":

  1. Create src/tally/endpoints/costCentres.js, modeled on groups.js:

    import { asArray } from "../client.js";
    
    export default {
      key: "list_cost_centres",
      title: "List Cost Centres",
      description: "Returns cost centres from TallyPrime.",
      inputSchema: {},
      request: {
        kind: "collection",
        collectionName: "MCP CostCentres",
        type: "CostCentre",
        fetch: ["NAME", "PARENT", "CATEGORY"],
      },
      parseResponse(parsedXml) {
        const entries = asArray(parsedXml?.ENVELOPE?.COSTCENTRE);
        return entries.map((e) => ({
          name: e["@_NAME"] ?? e.NAME,
          parent: e.PARENT,
          category: e.CATEGORY,
        }));
      },
    };
    
  2. Register it in src/tally/endpoints/index.js (import + add to the endpoints array).

  3. Restart the server. list_cost_centres is now a callable MCP tool - nothing else needs to change.

If an endpoint needs runtime parameters (dates, a filter value, etc.), add zod validators to inputSchema and read them in request.staticVariables(params) and/or request.buildFilterValue(params) - see dayBook.js and outstanding.js for examples.

Troubleshooting

  • "Could not reach TallyPrime" - Tally isn't running, isn't configured as a server, or TALLY_HOST/TALLY_PORT in .env don't match.
  • Empty results or <LINEERROR> - the report/collection id or TDL field names may need adjusting for your Tally release or company configuration. Turn on Tally's "Test Client" / check the Tally log screen while a request runs to see exactly what it received.
  • Unexpected shape in list_companies - parseResponse() tries a few likely XML shapes and falls back to returning the raw parsed payload with a warning field so you can see exactly what Tally sent back and adjust the parser.
  • Numbers coming back as strings/numbers inconsistently - Tally's XML doesn't strongly type values; fast-xml-parser does its best guess. If you need guaranteed types, cast explicitly inside parseResponse().

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