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ComplyEaze Bridge: TallyPrime MCP server for Claude Desktop

ComplyEaze Bridge: TallyPrime MCP server for Claude Desktop

Official

verify_import

Verify a manually imported local batch, read it back, and write Proof-of-Post files without sending import XML to Tally.

Instructions

Read back a manually imported local batch and write Proof-of-Post files. This never dispatches import XML to Tally. The result gives verification_status, counts, every voucher that is not posted_verified (unverified_vouchers; for a native post a voucher may be bound_not_in_window, book_rolled_back or sent_not_attributed, never absence, with post_span_binding naming how the post was attributed and a plain summary to give the person first; a rollback, once seen by a check of a native post (a voucher mark Tally omits twice reads as no voucher), is recorded (post_span_binding.rollback_recorded), and from then on no native post of that company and Tally address sent before it and above the mark read reads posted_verified (post_span_binding book_rolled_back with mark_read and seen_by); a book restored from a backup and then keyed past the post's voucher mark before any check is not seen as rolled back, and Tally then gives vouchers keyed again the post's MasterIDs, GUIDs and numbers, so a bound voucher can read posted_verified while being one keyed by hand with the same content: measured once, bridge#1050. In plain words: after a restore, a native voucher keyed again with the same content before any check can read verified, and no identifier a read returns tells the two apart (measured once on TallyPrime 7.1 Silver, with Tally's security off), so after restoring a backup over a company, check its posted vouchers in Tally), duplicates, unrelated_duplicates_in_window and ambiguous_within_batch in full, never cut to fit. Only the posted_verified vouchers are paged, as items from offset out of verified_total; when the response cap shortens them it sets truncated and next_offset. To read further pages, call again with proof_sha256 set to the returned proof.sha256 and offset set to next_offset: those pages come from the persisted proof and never read Tally again. The call is refused with verification_proof_changed if a newer verification has since become the batch's current proof, with verification_proof_altered if the saved proof no longer matches its recorded SHA-256, and with verification_too_large_to_report if the parts never cut do not fit the response cap. The first page also carries a transfers section for the company, in the shape build_import_xml returns: the bank rows skipped as carried by another account's Contra that are not yet paired with a verified Contra, by bridge_txn_id and date. It is computed after the verdict is saved and changes no verdict; transfers.state not_established means it could not be computed (for example another process holds the import folder) or was cut to fit the response, not that nothing is open. A later page never carries it. Every verification's full proof is kept on disk; none is replaced. Reads the batch's date window from Tally, then adds new proof files for the batch beside every earlier one and a status record naming them current, and may also add a verified baseline, a masters-check record and, for a native post, the binding of its vouchers to the Tally vouchers its post created, in ComplyEaze Bridge's local folder on this computer, replacing and deleting nothing there (paging an existing proof only reads it); writes nothing to Tally.

Tool call template

Replace each placeholder with a value matching the input schema. Only required parameters are included; add optional parameters as needed.

{
  "id": 1,
  "jsonrpc": "2.0",
  "method": "tools/call",
  "params": {
    "arguments": {
      "company_guid": "<company_guid>",
      "batch_id": "<batch_id>"
    },
    "name": "verify_import"
  }
}

Input Schema

NameRequiredDescriptionDefault
offsetNoHow many rows to skip before this page: 0, the default, is the first page.
batch_idYesThe batch_id build_import_xml returned for the saved batch.
company_guidYesThe company's company_guid, as list_companies returns it.
proof_sha256NoOn a later page only: the proof.sha256 the first page returned, so the page is served from that saved proof without reading Tally again.

Schema Changelog

Changes observed during successful MCP inspections.

  1. Changed4 schema fields changedv0.4.3
    • addedInput schema / properties / batch_id / description
      Added value: +"The batch_id build_import_xml returned for the saved batch."
    • addedInput schema / properties / company_guid / description
      Added value: +"The company's company_guid, as list_companies returns it."
    • addedInput schema / properties / offset / description
      Added value: +"How many rows to skip before this page: 0, the default, is the first page."
    • addedInput schema / properties / proof_sha256 / description
      Added value: +"On a later page only: the proof.sha256 the first page returned, so the page is served from that saved proof without reading Tally again."
  2. First observedv0.4.1

TDQS

A3.5/5.0
Behavior5/5

Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?

It discloses side effects beyond the annotations: it writes proof files and status records locally, never deletes or replaces existing proof files, reads from Tally, and writes nothing to Tally. It also names specific error conditions and paging behavior, which is unusually transparent for a non-read-only tool.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness2/5

Is the description appropriately sized, front-loaded, and free of redundancy?

The first sentence is front-loaded, but the rest is extremely long and tangled, with dense parentheticals and esoteric rollback/restore edge cases. Important operational guidance is mixed with details that obscure rather than clarify the main call pattern.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness4/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

Because there is no output schema, the description must carry the return and side-effect burden, and it does name the key result fields, error conditions, paging behavior, transfers caveat, and local file writes. Some structures such as counts, duplicates, and unverified voucher shapes remain only partially described.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters3/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

Schema coverage is 100%, so the schema already documents all four parameters. The description adds useful paging context around proof_sha256 and offset, but most of that is already present in the schema descriptions, so it does not substantially exceed the baseline.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose4/5

Does the description clearly state what the tool does and how it differs from similar tools?

The opening states a specific action and resource: read back a manually imported local batch and write Proof-of-Post files, and it distinguishes this from dispatching import XML to Tally. The purpose is clear, but it is buried under later operational detail and does not explicitly contrast with the many sibling read/validation tools.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines2/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

The description explains paging mechanics but never clearly says when an agent should call verify_import instead of alternatives, nor when not to use it. It implies the post-import verification context, but that is not stated as actionable guidance.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.