The right choice when
- You ask your accountant the same questions every week.
- You want to compare periods, parties or branches without building reports.
- Your team already uses an AI assistant and wants it to know your figures.
Integration · TallyPrime + MCP
Ask Claude about your Tally books. Read-only, on your terms.
An MCP server that lets Claude and other AI assistants read your TallyPrime ledgers, outstanding amounts and stock, and answer questions such as "which customers are over 60 days" from the figures, not from a guess.
- AI assistant
Claude, Cursor or your own agent asks a question.
- MCP server
Offers a short list of Tally tools and checks every call.
- Tally
The data stays here. Credentials stay on the server.
Nothing is written to your books.
01 / Is this the one
Is this the connection you need?
It suits an owner or finance team who already uses Claude or another assistant.
Look elsewhere when
- Nobody on the team uses an AI assistant. A WhatsApp report may suit you better.
- You need statutory reports. Those stay in Tally.
- Nobody can keep the Tally machine on and connected.
02 / What the work covers
From a list of questions to a server your team owns.
Most servers start with a handful of read-only Tally tools, tested in the assistant your team uses, then widened.
- 01
The questions first
We list what your team asks of Tally today and turn the common ones into tools with clear names and inputs.
- 02
Access and permissions
A Tally account or key with only the access the tools need, so each person sees what their role allows.
- 03
Server, log and limits
Input checks, sign-in, a log of every call and rate limits, hosted where you choose.
- 04
Tested, then handed over
Tested in your assistant, including the requests it should refuse. Code, deployment and documentation go to your team.
03 / Limits and risks
Where it can go wrong.
Tally has to be reachable
Tally's data interface runs on the computer or server where Tally runs. That machine has to be on and connected, or a small agent beside it copies the data out on a schedule.
An answer still needs a second look
The tools return exact figures and the assistant quotes them, but a model can still pick the wrong report or period. Anything you act on, check in the system itself.
Prompt injection is not solved
Text a model reads, such as a customer note or an email, can carry instructions. The server enforces its own rules and treats every call as untrusted.
04 / What we can show
An MCP server of our own, in public.
A public MCP server brings the same stories into Claude, Cursor and other AI assistants. Free beta. No account needed; a free key is optional.
What this does not show
A client project. FocusPulse is our own product, and we have no published case study of an MCP server built for a client.
05 / What to do next
Price it or talk it through.
The first step is a free scoping call about your Tally set-up and the questions you ask most. A written estimate follows.
01
MCP development
02A controlled route into your data and tools.
Estimate the cost
03A price range for your build in four steps.
Zoho CRM and Claude via MCP
04Ask Claude about your pipeline in Zoho CRM.
QuickBooks and Claude via MCP
05Ask Claude about your QuickBooks Online books.
All integrations
Every connection we build.
A little clarity
Before connecting Tally to an AI assistant.
Can we see it working?
Yes. This connection is built and tested by our team, and we can demo it for you on a free call before you decide anything.
What is MCP, in plain words?
The Model Context Protocol is an open standard for connecting AI assistants to data and tools. A server built once can be used by any assistant that supports it, such as Claude or Cursor, so you are not tied to one AI vendor.
Does our data go to the AI company?
Only what a tool returns for a question, and only to the assistant you connect. Nothing is copied in bulk. Which assistant and which plan you use decides how that provider treats the conversation, so we choose that with you.
Can it post vouchers?
Not at first. A server that writes to your books is possible, with each entry waiting for a person to approve it, but we start read-only.
What does it cost?
It depends on how many questions the first set of tools must answer. First releases at NSDBytes start from $5,000. The project cost estimator gives a range, and a fixed quote follows a free scoping call. Charges from the services themselves, such as WhatsApp messages, API plans and hosting, are billed by those providers and are separate.
Who owns the connection once it is built?
You do. The code, the server it runs on and the accounts with each provider are yours once the final invoice is paid. We can run and maintain it afterwards if you want, but you are never locked in.
Start wherever you are
Bring the questions you ask your accountant.
We'll show you which ones an assistant can answer from Tally and how the access is kept tight.
Want certainty before you commit? Start with a scoping project, $500