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tally-prime-mcp

tally-prime-mcp

alter_ledger

Modify a TallyPrime ledger's name, group, contact, tax, address, or opening balance; only supplied fields change, and opening balance edits require explicit approval.

Instructions

Modify a ledger: rename (new_name), group, opening balance, bill-wise, address, state, pincode, GSTIN, PAN, contacts. Only given fields change. Opening balance changes are two-step: the first call only returns current vs new values for the user to approve.

Input Schema

NameRequiredDescriptionDefault
panNo
nameYesCurrent ledger name
emailNo
groupNoParent group, e.g. "Sundry Debtors", "Indirect Expenses"
gstinNo
phoneNo
stateNo
mobileNo
addressNoAddress lines (replaces existing lines)
aliasesNoAlias names
companyNoCompany name as shown in Tally. Omit to use the currently active company.
countryNo
dry_runNoIf true, only return the XML that would be sent; nothing is written to Tally and no backup is taken.
pincodeNo
new_nameNo
extra_xmlNoAdvanced: raw XML tags appended inside <LEDGER>
credit_daysNo
mailing_nameNo
opening_typeNoDefault Dr
contact_personNo
opening_balanceNo
place_of_supplyNoDefaults to state
maintain_bill_wiseNo
gst_registration_typeNo
confirm_opening_changeNoSet true ONLY after the user has seen the current vs new opening figures and explicitly approved the change

Schema Changelog

Changes observed during successful MCP inspections.

  1. First observedv1.1.0

TDQS

A3.5/5.0
Behavior4/5

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

With no annotations, the description still discloses key behavior: it is a mutation, only supplied fields are changed, and opening balance changes require a two-step approval flow where the first call returns current vs new values. It omits permission requirements, backup behavior, and other side effects, so it falls short of full transparency.

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

Conciseness5/5

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

Three compact clauses with no filler, and the most important behavioral nuance (two-step opening balance approval) is placed at the end of a front-loaded description. Every sentence earns its place.

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

Completeness3/5

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

The core mutation purpose and the non-obvious opening-balance approval workflow are covered. However, for a 25-parameter mutation tool with no annotations and no output schema, many parameter meanings and operational details remain absent, making it only minimally complete.

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

Parameters2/5

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

Schema description coverage is only 40% across 25 parameters. The description names several fields and clarifies new_name and the opening_balance workflow, but leaves many parameters like email, phone, mobile, country, credit_days, dry_run, and extra_xml unexplained, so it does not compensate for the coverage gap.

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?

States 'Modify a ledger' and enumerates the kinds of fields that can change, making the mutation purpose unambiguous. It does not explicitly distinguish itself from create_ledger or alter_master, but the verb/resource combination is clear.

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

Usage Guidelines3/5

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

The description implies use on an existing ledger and adds important partial-update semantics ('Only given fields change') plus the two-step opening-balance approval flow. It does not explicitly say when to choose this over create_ledger or alter_master, nor does it list prerequisites.

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