Set up MCP for Tally in 3 minutes
Five steps, once. Watch the 2-minute video in English or Hinglish, or follow the steps below. You need TallyPrime on a Windows PC and an AI app such as Claude or ChatGPT.
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Activate it with your key
Open MCP for Tally. Paste your key (it starts with
MFT-) and click Activate. Your key is on your account page and in the email we sent.No key yet? Click Activate in browser · start a free trial: it opens this site, you sign in, and the app activates by itself. 7 days free, no card.
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Turn on Tally’s XML server, once
In TallyPrime press F1 (Help), then Settings, then Connectivity, then Client/Server configuration. Set TallyPrime acts as to Both and Port to 9000. Accept, then close TallyPrime and open it again with your company.
The dot at the top of MCP for Tally turns green and says how many companies are open. More on this step.
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Connect your AI app
In MCP for Tally, open Connect AI and click Add beside your AI app: Claude, ChatGPT, Cursor, VS Code and more. Then quit that app and open it again; it reads its settings only when it starts.
The first time Claude asks to use an MCP for Tally tool, choose Always allow. Guides for each AI app.
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Ask your first question
Ask in plain words, for example “Which bills are more than 60 days overdue?” or “What was my profit last month?”. The AI reads Tally live and answers.
No AI app? Use Chat inside MCP for Tally with your own API key, or a local model in Ollama.
Stuck?
Write to support@mcpfortally.com with the step you are on and what the app shows. We answer within one working day.
On a Mac? TallyPrime runs on Windows, so the Mac app reads Tally on a Windows PC in your office: Mac setup.