tally-mcp-server: Instructions file for Claude Code

CLAUDE.md

tally-mcp-server CLAUDE.md is an instructions file for Claude Code from QalaLabs/tally-mcp-server. It costs 729 tokens per session, scanned A, original, MIT.

A set of Claude Code instructions for a server that connects Tally Prime ERP and Odoo with AI assistants. ERP means business software for records such as accounts, sales, and inventory; the instructions cover local and remote operation and available data tools.

In plain words
What is it for?
Use it when running, configuring, deploying, or troubleshooting the Tally Prime MCP server and its accounting, inventory, and Odoo data access.
Why use it?
It gives the coding agent the setup details, file roles, connection modes, and environment variables needed to work on the integration.

Instructions file for Claude Code

Written for Claude Code: the file is CLAUDE.md.

This is QalaLabs/tally-mcp-server's own configuration. It tells Claude Code how to work on tally-mcp-server itself, so it is not a mod to install elsewhere. Copy it as a starting point and replace the rules that are about this project. Everything tally-mcp-server configures →

Reuse

Borrowing it

Nothing to install: this file belongs to QalaLabs/tally-mcp-server. Take a copy, put it at the same path in your own repository, and replace the rules that are about this project with yours.

Copy the file
curl -O https://raw.githubusercontent.com/QalaLabs/tally-mcp-server/main/CLAUDE.md
Clone the repo
git clone --depth 1 https://github.com/QalaLabs/tally-mcp-server

Made for: Claude Code.

Wrote this? Show the measurements

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Per session 729 This file is loaded in full into every session.
When invoked 729 The same file — it is already loaded in full.
Security scan A 0 findings. A grade says what 26 rules found in the file — not that it is safe.
Origin original No closer match found in the catalogue.
Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

ModelPer sessionOnce invoked
Fable 5.1 $0.00729 $0.00729
Opus 5 $0.00365 $0.00365
Sonnet 5 $0.00146 $0.00146
Haiku 4.5 $0.00073 $0.00073

Measured 8d ago against content hash 021451ce2228, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-09, from the pricing page.

Security

Grade A, and why

tally-mcp-server CLAUDE.md scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 8d ago.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

CLAUDE.md · 95 lines

How it starts

The opening of the file, as written. The whole thing — 95 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Tally Prime MCP Server

MCP Server that bridges Tally Prime ERP and Odoo with AI assistants (Claude, ChatGPT).

Quick Start

Local Mode (Tally on same PC)

node dist/index.mjs

Remote Mode (Server/Cloud)

node dist/server.mjs

Claude Desktop Configuration

Local Mode

Add to Claude Desktop config (claude_desktop_config.json):

{
  "mcpServers": {
    "Tally Prime": {
      "command": "node",
      "args": ["E:\\Tally MCP\\tally-mcp-server\\dist\\index.mjs"]
    }
  }
}

Remote Mode

  1. Start the server: node dist/server.mjs
  2. In Claude Desktop, go to Settings > Connectors > Add custom connector
  3. Enter: http://localhost:3000 (or your server domain)
  4. Password: S6MMXo0d0-XUXb3SSMaR7A

Available Tools (24)

Tally Prime Tools (19)

  • metadata-collection — List collections
  • metadata-fields — Get field schema
  • query-option-values — Country/state dropdowns
  • query-database — SQL on cached tables
  • query-collection — Fetch Tally data
  • list-master — List masters
  • chart-of-accounts — GL hierarchy
  • trial-balance — Trial balance
  • profit-loss — P&L statement
  • balance-sheet — Balance sheet
  • stock-summary — Inventory summary
  • ledger-balance — Single ledger balance
  • stock-item-balance — Stock item quantity
  • bills-outstanding — Receivable/payable bills
  • ledger-account — GL ledger statement
  • stock-item-account — Stock item movement
  • ledger-create-update — Create/update ledgers
  • set-company — Switch Tally company
  • set-period — Set reporting period

Odoo Integration Tools (5)

  • sync_ledgers — Sync customers/vendors from Odoo to Tally
  • push_voucher_draft — Stage sales/purchase/journal as DRAFT vouchers (ISACCEPTED=No)
  • reconcile_gst — Compare Odoo GST vs Tally GST for a period
  • fetch_daybook — Fetch day-book (voucher register) from Tally
  • trial-balance — Pull trial balance (reuses existing Tally tool)

Draft Voucher Gate

ALL vouchers are created with ISACCEPTED=No. Finance team must accept them in Tally before they appear in reports. Zero auto-acceptance.

Read the full file on GitHub · 95 lines

Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

  1. 8d ago First seen · 95 lines · 729 tokens per session scan A 021451ce2228

Subscribe to this mod's changes

tally-mcp-server CLAUDE.md is an instructions file published in the GitHub repository QalaLabs/tally-mcp-server (0 stars, last pushed 1mo ago), licensed MIT. It adds 729 tokens to every session, about $0.0036 per session on Opus 5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-08-31.

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