Claude Desktop connects to Tally through the CData MCP Server for Tally using the Model Context Protocol (MCP).

When you launch Claude, it automatically detects MCP connections registered during setup. These connections are created and saved using the MCP Configuration Tool, which is installed with the MCP Server.

Each saved connection is recognized by Claude and can be referenced by name when asking questions.

Installing Claude

Claude Desktop is a standalone application that enables natural language querying across supported data sources using the Model Context Protocol (MCP).

To connect to Tally via MCP, you first need to install the Claude Desktop application.

You can download the latest version from the official Claude Download Page.

After installing Claude Desktop, you can configure your MCP connection using the CData MCP Driver for Tally.

How Claude Uses the Server

When you ask Claude a question, it launches the corresponding MCP Server connection, reads the available tool descriptions provided by the connector, and generates a secure query in the background.

There is no need to write SQL or teach Claude how to query your data. Each tool is self-describing, and Claude consumes those descriptions to determine how to retrieve the right information.

Example Prompts

After setup, you can ask Claude natural-language questions like:

• "What are the registered company names in Tally?"
• "Who are the active employees in each company?"
• "What is the closing balance of the 'Sales' ledger as of March 31, 2025?"
• "Which ledgers have a negative closing balance in the current financial year?"
• "Which items were updated in the price list in the last 30 days?"
• "Which stock items have not moved in the last 3 months?"
• "What is the bank group summary report for April 2025?"
• "How many sales and purchase vouchers are recorded in the current month?"
• "Who are the active employees in each company?"
• "Which payheads are assigned to employee ID 'EMP1003'?"

Claude securely executes the query using the MCP Server and responds using the live results from Tally.