Establishing a Connection
The CData Code Assist MCP for Tally defines each connection to Tally as a named configuration that an MCP Client (such as Claude Desktop) can use when sending natural language queries.
You create and manage these configurations using the CData Code Assist MCP Configuration Tool. The tool automatically handles formatting, storage, and registration with MCP clients.
Understanding Connection Configurations
Each connection configuration is stored in a .mcp file. This file includes the details needed to initialize the connector when an MCP Client starts a session.
- On Windows, configuration files are stored in "~/AppData/Roaming/CData/Tally Data Provider/".
- On macOS, configuration files are stored in "~/Library/Application Support/CData/Tally Data Provider/".
The .mcp file is a text file that contains a list of connection properties and a timestamp. For example:
#Tue May 20 15:48:40 EDT 2025 AuthScheme=Basic User=myUser Password=myPassword Security Token=myToken
The configuration tool handles these settings automatically. Each saved configuration enables an MCP client to launch a dedicated MCP server instance with the correct connector and options. Manual file editing is not required.
Connecting to Tally
Set the following connection properties to connect to Tally Instance:
- URL (Set this to the URL for Tally instance. For example: http://localhost:9000).