TallyPrime Connector for Claude (Unofficial)

Ask Claude about your TallyPrime books in plain English:

"Who owes us money for more than 60 days?" "Show me the P&L for October and compare it with September." "How much GST do we owe for this month?" "Record a payment of ₹6,100 to Electricity Charges from Cash on 30 November."

The connector runs only on your own Windows PC, next to TallyPrime. It is free and open source, and the developer runs no servers.

Current version: 1.0.5. Reading and writing have both been tested on real TallyPrime. See Verification status and the CHANGELOG for every bug found and fixed along the way.

Features

Reports in plain English

• Trial balance, profit & loss and balance sheet for any period, including a single month or a mid-year range.

• Outstanding receivables and payables, bill by bill, with ageing (0-30, 31-60, 61-90, 90+ days), overdue days and party totals.

• GST summary: taxable sales and purchases, output tax and input credit by CGST/SGST/IGST/cess, and net payable. Useful as a check before filing (it is not a return).

• Ledger statements with opening, running and closing balance, and ledger search by name or group.

• Day Book for up to a year at a time, with totals by voucher type.

• Stock summary with quantity, rate and value, flagging zero or negative stock.

Figures you can trust

• Period figures are calculated from your vouchers for exactly the dates you ask, so Tally's Educational Mode date quirks can't change them.

• Built-in cross-check: every ledger's total is compared with Tally's own balance, and any mismatch is named in the result rather than hidden.

• If Tally answers for a different date than the one asked, the result says so.

Safe voucher entry (optional, off by default)

• Preview before saving. It checks that every ledger exists (and suggests the right name for a typo), that debits equal credits, and that each GST amount matches the rate in the ledger's name. It also checks that CGST and SGST appear together, that the voucher type fits the ledgers, that the date isn't before the books begin, and that Educational Mode will accept the date.

• Saves only after you confirm, with a duplicate guard and a local audit log.

• Sales, Purchase, Payment, Receipt, Journal, Contra, Credit Note and Debit Note.

Private by design

• Runs entirely on your PC and talks only to Tally on localhost. No developer servers, accounts or tracking.

Related MCP server: Eqvitta Accounting MCP Server

⚠️ Read this before you install

What it can do (v1)

Requirements

• Windows 10 or 11

• TallyPrime (Silver or Gold), with the company you want to use open

• Claude Desktop on the same PC. The free plan works; a paid plan avoids hitting message limits, because each question can involve several calls to Tally.

• About 10 minutes

Install

1. Turn on Tally's connector port

1. Open TallyPrime and load your company.

2. Press F1 (Help) → Settings → Connectivity.

3. Open Client/Server configuration.

4. Set TallyPrime acts as to Both (or Server).

5. Set Port to 9000 (or note the number you use).

6. Press Ctrl+A to save. Restart TallyPrime if it asks.

On some versions the menu is F1 → Settings → Advanced Configuration, where you enable the HTTP server and set the port.

2. Install the extension

1. Download the latest tallyprime-connector-<version>.mcpb from the Releases page.

2. Double-click it. Claude Desktop opens and asks to install TallyPrime Connector (Unofficial).

3. Click Install. Leave the settings as they are unless your port isn't 9000.

3. Check it works

In a new Claude chat, type:

Check my Tally connection.

You should see your company name. If not, see Troubleshooting.

Settings

Open Claude Desktop → Settings → Extensions → TallyPrime Connector.

How writing works (if you turn it on)

1. You ask, e.g. "Record today's sale to Rao Electricals: 20 MCB at ₹450 plus 18% GST."

2. Claude finds the exact ledger names and calls tally_preview_voucher. Nothing is saved yet. The preview checks that:

   • every ledger exists (and suggests the right name if you made a typo),

   • total debit equals total credit,

   • CGST and SGST appear together, and IGST isn't mixed with them,

   • the GST rate is a standard one (0.25, 3, 5, 12, 18, 28 or 40%),

   • each tax ledger's amount matches the rate in its name (e.g. 9% of the taxable value for "Output CGST 9%"),

   • the voucher type makes sense (e.g. a Payment credits cash or bank),

   • the date isn't before the company's books begin, in the future, or very old,

   • in Educational Mode, the date is one Tally will accept (1st, 2nd or 31st).

3. Claude shows you the preview. Read it. Say yes only if every line is right.

4. Claude calls tally_create_voucher. Depending on your Claude Desktop tool-permission settings, it also asks you to allow the call. We recommend keeping this tool on "ask every time".

5. The voucher appears in Tally's Day Book for that date.

Safety nets:

• Read-only by default. The save tool doesn't even exist until you switch writing on.

• Duplicate guard. The same voucher can't be saved twice within 15 minutes unless you explicitly confirm. The guard resets when Claude Desktop restarts.

• Timeouts are handled safely. If Tally doesn't answer in time, Claude is told the voucher may have been saved and must not retry until you check the Day Book.

• Tally's hidden errors are caught. Tally answers "OK" even when it rejects an entry; the connector reads the reply and reports the real reason.

• Local audit log of every voucher sent to Tally: saved, rejected by Tally, or timed out. Entries stopped earlier by the preview checks or the duplicate guard are not logged.

v1 writes accounting vouchers only (ledger lines). It does not post item-wise inventory invoices, create or edit ledgers, or delete anything.

How it works and what happens to your data

You ──► Claude Desktop ──► this connector (runs on your PC) ──► TallyPrime at localhost:9000
                ▲                                                      │
                └────────── short summary of the figures ◄─────────────┘

• The connector starts automatically inside Claude Desktop and talks to Tally's built-in XML interface on your own PC.

• The developer receives nothing. No servers, accounts, analytics or tracking.

• On your PC: an optional audit log of write attempts. Nothing else is stored.

• Sent to Anthropic: the figures the connector returns become part of your Claude chat, like anything else you type. See PRIVACY.md.

How figures are worked out

Trial balance, P&L, balance sheet, GST summary, ledger balances and statements are calculated by the connector from the vouchers in your books, for exactly the dates you ask. Tally is only asked for whole financial years (1 April to 31 March). This avoids two problems seen on real TallyPrime: report dates being ignored in Educational Mode, and Tally keeping the period from an earlier request. As a safety check, every ledger's total is compared with Tally's own year-end balance, and any difference is reported in the result.

Limitations (v1)

• Windows only. TallyPrime must be open with the company loaded.

• Works in Claude Desktop only, not claude.ai in the browser or the mobile app.

• One company at a time. Switch companies in Tally (or set the company name in settings).

• Outstanding bills need bill-wise details enabled on party ledgers.

• GST summary is from ledger totals; it doesn't read invoice-level GST details or file returns.

• Ledger statements and the day book are limited to about 13 months and 12 months per request respectively.

• Report figures are worked out from your vouchers, so the connector reads every voucher of the financial year on each report. Very large companies may need a longer timeout in settings.

• Ledger names containing a double quote (") aren't supported yet.

• In the Day Book, a Journal's "party" shows its first ledger; Journals have no party.

• Educational Mode TallyPrime only accepts entries dated the 1st, 2nd or 31st of a month; the voucher preview checks with Tally and stops such a date before you try to save it. It also stops dates before the company's books begin. Tally also ignores report dates that aren't the 1st, 2nd or 31st. Ledger, trial balance, P&L, balance sheet and GST figures are not affected (see How figures are worked out). Outstanding bills and stock values come straight from Tally for the date asked; if Tally used a different date, the result says so. If Tally used a later date, overdue_days is moved back to the date asked for; if it used an earlier one, bills dated after it are missing and overdue_days may be null.

Troubleshooting

Still stuck? Open an issue with the exact message (remove any client names or figures first).

Verification status

Please report your TallyPrime version and results in an issue. Until more real-world reports come in, double-check important figures in Tally.

Bugs found during testing

Real-Tally testing found these problems. All are fixed in 1.0.5. Details are in the CHANGELOG.

The root cause of most of these: TallyPrime's Educational Mode accepts only the 1st, 2nd and 31st of a month. For report requests on other dates it silently keeps the period from the previous request, so results depended on which report ran before. Since 1.0.3 the connector asks Tally only for whole financial years and works out every period itself.

For developers

npm install
npm run build          # bundles src/ into server/index.js
npm test               # end-to-end tests: MCP client -> connector -> mock Tally
npm run mock           # run the mock Tally on port 9000 (EDUCATIONAL=0 for licensed behaviour)
npm run pack           # build + create dist/tallyprime-connector.mcpb

• src/tally/client.ts: HTTP/XML transport (UTF-16, timeouts, one request at a time, Tally's hidden errors)

• src/tally/xml.ts: builds TDL collection exports (including voucher ledger lines) and parses the rows

• src/tally/queries.ts: what is asked of Tally, and period balances worked out from vouchers

• src/tools/read.ts, src/tools/write.ts: MCP tools

• mock/: simulated TallyPrime with the Test Company used for real-Tally testing. Passing against the mock does not prove a TDL expression works on real Tally; test new queries on a real TallyPrime (Educational Mode is free and enough).

Tally's XML conventions (UTF-16 bodies, normalised debit/credit signs, Bill collection fields) were cross-checked against the MIT-licensed dhananjay1405/tally-mcp-server.

License

MIT. See LICENSE. Provided "as is", without warranty of any kind. You are responsible for your books.