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Bridge MCP Server

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Reads books; proposes vouchers from SBI, HDFC, Union Bank statement PDFs; posting off by default.

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Reads books; proposes vouchers from SBI, HDFC, Union Bank statement PDFs; posting off by default.

Security Report

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Low Risk10.0Low Risk

Valid MCP server (0 strong, 2 medium validity signals). No known CVEs in dependencies. Imported from the Official MCP Registry.

13 files analyzed · No issues found

Security scores are indicators to help you make informed decisions, not guarantees. Always review permissions before connecting any MCP server.

Documentation

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From the project's GitHub README.

ComplyEaze Bridge: TallyPrime MCP server for Claude Desktop

ComplyEaze Bridge MCP server – quality and maintenance score on Glama

ComplyEaze Bridge is an open-source (Apache-2.0) MCP server that connects Claude Desktop to the TallyPrime (also written Tally Prime) running on your own computer. It is built for chartered accountants, CA firms and accountants. It reads your books; from a password-protected SBI, HDFC or Union Bank of India statement PDF it proposes Payment, Receipt and Contra vouchers, and once every ledger name is exact and every question is answered it writes them to a file that you import in TallyPrime yourself. What Claude reads from your books goes to your AI provider as part of the chat. You can ask about the trial balance, outstanding receivables and payables with ageing, ledger movement and vouchers, the purchase and sales registers, the stock summary, and the Profit and Loss and Balance Sheet (a book with stock items is expected to be refused for these two). It checks ledger names before you post, and prepares Journal, Payment, Receipt and Contra vouchers as an import file that you review and import into TallyPrime yourself. Posting is off by default in a new install, so as installed it never posts to TallyPrime: it reads from it and prepares files on your computer. If you turn posting on in the extension, it posts one voucher at a time, or a saved batch of up to 50, after you approve each post.

Tally Solutions also offers its own TallyPrime MCP plug-in for Claude Desktop; its help pages (last updated 18 September 2026) list tools in six groups: company, master, accounting, inventory, outstanding and transaction. ComplyEaze Bridge is not made by, or affiliated with, Tally Solutions, and we have not run the two side by side. TallyPrime also has its own Bank Statement import, which takes statement files in the formats Tally lists for each bank.

Current release: mcp-v0.6.0 (16 October 2026), for Windows x64 and Apple Silicon Macs, as a Claude Desktop extension (an .mcpb file); it has not been run in other MCP clients. We check each release before we publish it: the release check confirms that each package launches, lists its tools and parses a synthetic encrypted bank statement. It does not run against TallyPrime, and nothing we can run covers every Tally edition, set of books or setting. What has been run against a real TallyPrime, and what has not, is listed below. Install it · What changed · Security and privacy · How to connect Claude to TallyPrime · How to choose a TallyPrime MCP server safely

Not yet code-signed; your computer may warn you before opening it.

Try asking (on a test company first):

  • "List the loaded companies."
  • "Show the outstanding receivables and payables, with ageing, as of 31 March."
  • "Show the trial balance for 1 April to 31 March."
  • "Check these ledger names against the book before I post: …"

Its tools. In name order; release 0.6.0 installs 28 of them, none of which changes your TallyPrime books; with posting on, two more appear, described below the table. Every call adds a receipt line, with no figures, to a log on this computer.

ToolWhat it gives youWhat it writes besides that receipt
balance_sheetThe Balance Sheet for a date range, by primary group, from TallyPrime’s Trial Balance (a book with stock items is expected to be refused)Nothing
build_import_xmlChecks a Journal, Payment, Receipt or Contra batch and writes an import fileAn import file and a ledger record on this computer
cash_flowTally’s own Cash Flow for whole months: the month-wise movement of the cash and bank ledgers, returned only after its net total matches the trial balance; the split into months is Tally’s own and is not checked (not a cash flow statement under AS 3)Nothing
company_featuresThree settings the company’s record in Tally holds today (cost centres, GST and batch-wise stock; each yes, no or not reported) and the currency symbol; no ledger, voucher, amount or narration. Each of the three settings equalled Tally’s F11 screen on three synthetic books, not on this company; a setting changed inside a sitting has not been measuredNothing
egress_logThe receipts ComplyEaze Bridge keeps of its own tool calls, with no figuresNothing
gst_statusTally’s own GSTR-1 status flags on the vouchers of one voucher type in a period of at most 93 days: for each voucher its number, date, a status (included, uncertain, excluded, not in return, cancelled, optional or post-dated; for the last three also what the three status flags read) and whether a person accepted it as it stands; no amount, party, ledger or narration. A status is Tally’s own flag and not a judgement of ComplyEaze Bridge. Measured on one synthetic book of TallyPrime 7.1 Silver, where excluded has not been observedNothing
ledger_mastersLedgers with their opening balances; optionally GSTIN, PAN and other party detailsNothing
ledger_movementA ledger’s opening, debits, credits and closing for a periodNothing
list_companiesThe companies loaded in TallyPrime (start here)Nothing
local_data_reportWhat ComplyEaze Bridge keeps on this computerNothing
mastersVoucher types, godowns, units, stock groups, cost centres, cost categories or account groupsNothing
month_registerTally’s own month-wise Sales Register or Purchase Register for whole months: one row per month with Tally’s debit, credit and closing columns exactly as printed; not tied to the vouchers or the trial balance, and not compared with Tally’s register screenNothing
outstandingsReceivables and payables with ageing, the top parties and the open billsNothing
parse_bank_statementReads a password-protected SBI, HDFC or Union Bank of India statement PDF and proposes Payment, Receipt and Contra vouchersA private proposals file on this computer
profit_and_lossThe Profit and Loss for a date range, by primary group (a book with stock items is expected to be refused)Nothing
purchase_registerPurchase and Debit Note vouchers that touch a ledger under Duties & Taxes, as the books record them (not a GST return)Nothing
read_evidenceComplyEaze Bridge’s own recent reads, as fingerprints, with no figuresNothing
sales_registerSales and Credit Note vouchers that touch a ledger under Duties & Taxes, as the books record them (not a GST return)Nothing
statement_tie_outWhether the bank ledger stands where a parsed bank statement says it stood at the start and at the end of the statement's dates, or of whole calendar months of it: three gaps and the dates; the balances themselves are not returnedNothing
stock_summaryThe closing stock value of each item as of a 31 March, and its closing quantity where Tally's own Stock Summary shows the item on a line of its own; an item inside a stock group returns no quantity; small books only (a book with many masters of any kind is refused, and so is any other date); only the year ending 31 March 2026 has been checkedNothing
tally_statusWhether TallyPrime’s gateway answers, and which companies are loadedNothing
trial_balanceThe ledger-wise Trial Balance for a date rangeNothing
validate_mastersChecks ledger names against the live book before you build an import fileNothing
verify_importReads back a batch you imported by hand in TallyPrimeProof files and status records on this computer
voucher_presenceWhich proposed vouchers are already in the bookNothing
voucher_read_costBefore a call to vouchers, ledger_movement or verify_import: the most counting reads (reads that count the period’s vouchers by walking the whole book, before any voucher is fetched) it will make, and the least time the gaps between them take. It follows how many voucher changes the book has seen (Tally’s counter, its voucher mark), not the period, so a narrower period does not lower it and N one-day calls pay it N times. Derived and not measured, and not an estimate of how long the call takesNothing
voucher_schemaThe voucher-file format, without asking TallyPrimeNothing
vouchersThe vouchers in a period. Search by voucher number, reference, narration or amount, and summaries by ledger, month, voucher type, group or primary group, are in release 0.5.0 and not in 0.4.2 (search and the first three summaries checked once, and the group and primary-group summaries in a second run, on a synthetic book of 67 vouchers; not checked on a large book)Nothing

With posting turned on in the extension, two more appear: post_import posts one saved voucher, or a saved batch of 2 to 50, after you approve it in a ComplyEaze Bridge window (for a batch, its summary), and acknowledge_post_review asks you, in its own window, to record that you reviewed a posted voucher whose ledger now points to a different master.

How it handles your books

  • Local connection only. It talks to Tally's own XML gateway on a loopback address, so it cannot be pointed at a remote Tally host. It cannot tell whether that local port is forwarded to another machine; do not forward one across the internet. The Tally connection sends nothing to a ComplyEaze server.
  • Your AI provider sees what the assistant reads, just as it sees the rest of the conversation, including company, party and ledger names, amounts, dates, narrations, references, GSTINs and, when it reads ledger details, PAN, bank account numbers, IFSC, MSME or Udyam registration numbers, email, phone and address, and, when it builds a voucher file, that file's local path (which can include your computer user name). The setting takes one value, not both: shorten party and ledger names and bank account numbers to their first two and last two characters (four or fewer become “…”), or drop narrations. Neither hides amounts, company names, PAN, GSTIN, IFSC, MSME or Udyam registration numbers, contact details or references, or the last four digits of a bank statement's account number, and a shortened name can still be identified, not least from the GSTIN or PAN sent beside it. See Before you use it with client data below.
  • Posting is off by default in the extension. Note that this is a new setting: if you turned posting on in an earlier version, turn it on again. When you turn posting on, each post waits for your approval in a separate ComplyEaze Bridge window (for a batch, its summary). No Bridge tool lets the assistant approve it, and an approval counts only when that window returns a fresh one-time token. After posting, the voucher is read back from Tally so you can see what landed. Four known limits remain: ComplyEaze Bridge cannot undo a posted voucher (you correct it in Tally); a company renamed to, or loaded under, the target company's name (or one differing only in case or spacing) just after its last check could still receive the voucher, if it has the voucher's ledgers, and ComplyEaze Bridge cannot always say where it went or prevent it; a ledger renamed and replaced in that same moment could receive the entry, and not every such change is noticed; and the approval window covers only ComplyEaze Bridge, so another Tally connector in the same Claude Desktop that can change entries can do so without it. Read Before you turn on posting first.
  • Tool calls leave receipts in a log on your computer: the company's Tally identifier, and a fingerprint of what was asked and of what came back, written whether the call succeeds or is refused.
  • You accept the Terms of Use first. The extension asks you to accept the ComplyEaze Bridge Terms of Use (version 2026-10.1) in its settings, and every tool refuses with terms_not_accepted until you do. (In 0.5.0, after an update from 0.4.2, Claude Desktop may not start the extension: on a Mac with an error that does not mention the Terms, on one Windows computer with no error; #1413.)
  • Open source under Apache-2.0.

What has been run against a real TallyPrime

Each line below is recorded in the repository or on the linked issue or pull request, unless marked as reported by the owner. Each ran on licensed TallyPrime Silver 7.1 and synthetic companies unless stated. The MCP guide and ADR 0004 hold the full record.

  • Reads: 27 checks on an unpublished macOS arm64 build (PR #228), recorded in the 6 September 2026 assessment. Some later reads were also run live on development builds, for example the trial balance on a debug build with synthetic companies (#246, whose record does not name the Tally release or licence tier). Not every read has its own recorded live run.
  • Posting one Journal, on a development build from 22 September 2026 (issue #579), and a Payment, a Contra and two Receipts (one of three entries) with the approval dialog on macOS (PR #600), each read back as posted. These builds predate the release published on 26 September 2026 (version 0.3.0).
  • Native posts of ten batches on licensed TallyPrime Gold 7.1, in one session on 28 September 2026, on a development build and one client book (the import request was captured for nine of them); their approval step was not recorded (protocol reference).
  • The published 0.3.0 package on Windows x64, in Claude Desktop (with no paid plan; we make no claim about other plans): reads only, against licensed TallyPrime Gold 7.1 with one client book, on 28 September 2026, in a session separate from the development-build posting above (reported by the owner; no logs were kept).
  • A candidate build of 0.4.0 on Windows 11, on 1 October 2026 (the build CI produced for the version pull request: the same code as the release apart from a comment in one test file). The maintainer installed it in Claude Desktop with a new Claude account that has no paid plan, against licensed TallyPrime Silver 7.1 holding one synthetic company. With the Terms setting off, a call was refused and nothing was read. With it on, tally_status, vouchers, validate_masters, purchase_register, stock_summary and local_data_report answered. One voucher post was declined in the Windows approval window and nothing was sent; one was approved, and one Journal was posted and then verified by verify_import. The same candidate's macOS build was started and read the company list, and in Claude Desktop on macOS its tools loaded in a chat. This was one run, not a controlled test of each key of the window.
  • A build of 0.4.1 on a Mac, on 2 October 2026. What was run: the package CI built for the version pull request, not the published file. The maintainer installed it in Claude Desktop over an installed 0.4.0, as an upgrade; the Terms setting and the other settings carried over, and the extension's server process started again on its own after the upgrade (its start time was read from the process list). tally_status and list_companies then answered against licensed TallyPrime Silver 7.1 holding the lab's own synthetic companies. What was not run: the published file is built again on another runner, and its program file differs from the one tested. We ran both builds without Tally: each reports version 0.4.1, lists 21 tools and gives the same answer to tally_status. We have not installed the published file in Claude Desktop.
  • A build of 0.4.2 on a Mac, on 3 October 2026. What was run: the package CI built for the release candidate, not the published file. The maintainer installed it in Claude Desktop on a Mac that had 0.4.1: it did not replace 0.4.1 but installed as a second extension (the author line changed in 0.4.2, and Claude Desktop builds an extension's identity partly from it); the settings did not carry over. tally_status and list_companies then answered against licensed TallyPrime Silver 7.1 holding the lab's own companies. What was not run: the published file is built again on another runner, and its program file differs from the one tested. We ran the published Mac file without Tally: it reports version 0.4.2, lists 22 tools with posting off (24 with it on), and refuses a call with the Terms setting off. We have not installed the published file in Claude Desktop, and nobody on our side has installed the Windows package in Claude Desktop on a Windows PC.
  • A build of 0.5.0 on a Mac, on 8 October 2026. What was run: the package CI built in the merge queue for the version pull request, not the published file. The maintainer installed it in Claude Desktop over an installed 0.4.2: it replaced 0.4.2 as an update, with the Tally port, Response redaction and the posting setting as they were; the old Terms setting was gone and the new one had no value. Before the box was ticked, and before any quit, Claude Desktop did not start the extension, and a request failed with a 400 error that did not mention the Terms. After it was ticked and saved the extension started at once and tally_status answered, though the assistant first called a leftover second entry for the same extension, which failed the same way; after Claude Desktop was quit and reopened there was one connector and the company list was returned. What was not run: the published file, quitting and reopening without ticking the box, installing over a release older than 0.4.2, a fresh install, and Windows.
  • A package for 0.5.1 on a Mac, on 8 October 2026. What was run: a package built on that Mac from the Terms-setting change (#1436), with only its version set to 0.5.1; not a published file and not the CI package. The contributor installed it in Claude Desktop 2.26454.2 on macOS 26.6.2 with Tally not running and posting off: as a fresh install; over 0.4.2 (switched on with its Terms accepted; left off and then switched on); over 0.5.0 as an update leaves it and with the Terms ticked; and after 0.4.2 was removed. Claude Desktop started the program as soon as the extension was switched on each time, except once, over a 0.4.2 left switched off, where the assistant had no ComplyEaze Bridge tools until Claude Desktop was quit and reopened. With the Terms off, the call was refused and named the Terms; with them ticked, it reached the Tally check and reported Tally unreachable. A user-level BRIDGE_TERMS_ACCEPTED set to true did not change that: the program's own value stayed false. The record is on #1436. What was not run: a read of a live Tally with it, the published file, and Windows.
  • Builds of 0.5.1 on a Windows computer, on 9 October 2026, India time (#1413). One Windows 10 computer (22H2), Claude Desktop 2.26454.2 from the Microsoft Store, TallyPrime Release 7.1 Silver, a company made for the test. What was run: the CI build of commit d744d25a (an earlier commit than the published file; later commits reworded some tool texts and the notes): a fresh install; an update from 0.4.2 and from 0.5.0 (as an update leaves it, and with the Terms ticked); a user-level BRIDGE_TERMS_ACCEPTED set to true; the company list; one bank-statement import file of six vouchers, built under 0.5.0 and under this build and compared, and this build's file imported by hand and read back (the verification found all six, the narrations were read back, and an August trial balance agreed with Tally's own screen; a first build under 0.5.0 into the company, which then held ledgers but no voucher, was refused as empty_book_first_import, so one more ledger and one 1 April voucher were imported into Tally outside ComplyEaze Bridge first, and that voucher is in the trial balance); an unchanged re-import of that file (matched to the six vouchers, none added); and a switched-off extension through two updates (it stayed off, with no tool and no error in the chat; switching it on was enough). Then steps 1 and 2 again on the CI build of the merged commit b91038a9, and step 1 on the published 0.5.1 file (checked against its .sha256 file and its build attestation), with Tally closed. The published 0.5.0 file over 0.4.2 was not started on this computer: the chat had no ComplyEaze Bridge tool and showed no error. What was not run: a changed re-import, steps 2 to 11 on the published file, posting, and other Windows versions, Tally editions or Claude Desktop builds. The record is the contributor's reports on #1413.
  • Builds of 0.6.0 on a Windows computer, on 16 October 2026 (#1148). One Windows 10 Home 22H2 computer, Claude Desktop 2.37337.1.0 from the Microsoft Store, TallyPrime 7.1 Silver on port 9001, one new synthetic company. What was run: the CI package of the release pull request (commit a3b7316947cdf3c5ce46615c8b89e45d538345f3, bridge-tally.mcpb SHA-256 6b83ca74377d7ed86a2b524f4d53bd2e9753b3318bfa6634078d5f5645184022, bridge_mcp.exe SHA-256 e9780806594e60afabdb83d35bb751f0aeefba708b2b63c33b11452bbf0e5a84) with the one posting setting on: a Journal, a Receipt, a Contra and a Payment posted once each with no voucher number, and one batch of three (a Payment, a Receipt and a Contra) posted after one approval. Every post created what it sent, and every voucher read posted_verified in the post's own readback and again in verify_import. The approval window showed in front of a full-screen Tally and of Claude Desktop (one screen, one run), with No as the default, and took keyboard focus (a Down arrow meant for Tally moved the selection inside the window; Enter alone refuses, arrow keys then Enter can reach Yes; a typed letter was not tried). Then a package built by the release workflow's own steps (rehearsal run 38885882661, bridge_mcp.exe SHA-256 10e4614f74eab975897834ec1c9750edbe9fc7ad91584b802e5cde57a8180899) was installed over it, kept its port and posting settings (the same version, not an upgrade), and posted one more Journal the same way. The published file (bridge-tally-mcp-v0.6.0-windows-x64.mcpb SHA-256 7bf81f08e058fc7ae00ccc51b3dceec10dc50d45dca8477a0438fd9b5a2852ca, bridge_mcp.exe SHA-256 1e41e039fbf3daaf6be5a3c8e2f5e0bd1245a745abc5e78349fd83ce678224c1) is neither of those: its exe differs from the rehearsal's in 77 of 26,503,168 bytes, and we have not run it against a live TallyPrime. What was not run, among others: a batch of Journals, a batch of more than 3, a refused or partly landed post, amendments, the review window, an On Account approval, the retired batch variable, the voucher-numbering rows (#724, #1668), voucher_read_cost against a real vouchers call, the Store-install proof of the lock (#1584, #1459), a second monitor, the batch headline on a live post, the Import menu, the desktop app, Sales invoice posting (not offered in 0.6.0), Gold, macOS, other Windows or Tally releases, and an upgrade from 0.5.1. The record of the pass is in the 0.6.0 entry of the changelog; the comparison with the published file was made from the release assets after the release.
  • The bank-statement path through its fourth step, on a Mac, on 4 and 5 October 2026, with that same CI-built 0.4.2 candidate (installed on 3 October; not the published file), against licensed TallyPrime Silver 7.1 holding the lab's own synthetic companies. The synthetic HDFC-format statement parsed (six rows, its totals matched the figures supplied); the name check found no "Suspense" ledger and building the file was refused, with no file written; after "Suspense" was created in Tally by a separate one-ledger import, outside this tool, a file of six vouchers was built. We have not imported that file or read it back, and no real statement has been run.

Not yet run by us in a controlled test: posting with a published package against a live TallyPrime; each way of declining in the Windows approval window (one was tried); the tools answering through Claude Desktop on macOS after the Terms are accepted (tally_status and list_companies answered on a CI build of 0.4.1, again on a CI build of 0.4.2 and on one Mac on a CI build of 0.5.0); posting on TallyPrime Education; posting on TallyPrime Gold with its approval step recorded. Each release package is built and launched, its tool list checked and a synthetic encrypted bank statement parsed, on hosted CI runners for Windows x64 and Apple Silicon Mac.

Not in the latest release

  • Stock quantities of items inside a stock group, and stock reads on books with many masters of any kind; sales, purchase or tax posting; creating masters; bill-wise allocation
  • TallyPrime Education mode: the trial balance, Profit and Loss, Balance Sheet, the stock summary and the masters read are refused; so is a read of vouchers, ledger movement, either register or another date-window read whose window starts or ends on a day other than the 1st, 2nd or 31st; so is an import file or a post with a voucher dated on any other day (posting on Education has not been run)
  • The stock summary on a book with inventory turned off, or on a company split by year when a sibling year's company is loaded at the same time
  • Deleting or undoing a posted voucher (correct it in Tally)
  • Reads on very large books can fail or take longer than the assistant waits (#485, #703)
  • A base currency other than INR. On a book with several currencies: the foreign-currency ledgers and vouchers themselves (they are set aside or withheld, and named), ledger movement, Profit and Loss and Balance Sheet, the purchase and sales registers (each refuses the whole read, with no rows, if one voucher in it names a set-aside ledger), and posting
  • Tally Cloud Access or any remote Tally host
  • Intel Macs, and a code-signed installer

Is this for you

It is aimed at a practising accountant or a CA firm that already keeps client books in TallyPrime and wants to ask questions of them, or post entries into them, through an AI assistant such as Claude Desktop.

What it does today

  • Reads the loaded companies, ledger masters, trial balance, vouchers in a date window, outstanding receivables and payables, and ledger movement.
  • Checks ledger names before you post. Give it the names from a bank statement or an invoice and it reports which exist in the book and which are near-misses needing your decision. Reading the ledger list first is the single biggest cause of an import being rejected wholesale when it is skipped.
  • Records what it did. Every tool call Bridge runs — read or write, and whether it succeeds or is refused — appends a receipt to a log on your own machine, identifying the company it touched and fingerprinting what was asked and what came back. Reads keep those fingerprints as evidence alongside. A prepared batch records the local endpoint it was built for, and a native posting is refused if that endpoint has changed since; that is a safety check kept in Bridge's internal import ledger, not a line in the proof report a reviewer opens. A reviewer can read the log rather than take a summary on trust.

Before you turn on posting

Whether writing is on depends on how you installed it. Everything above is reading. When writing is off, the write tools do not merely refuse — they are absent from the tool list entirely, so an assistant cannot see that they exist.

  • The Claude Desktop extension turns voucher posting off by default. Four known limits in posting remain. Tally aims an import at a company by its name and cannot bind it to a company's GUID. Bridge's last request before the post checks that exactly one loaded company has the target's GUID and name, and that no other loaded company has the same name ignoring case and spacing; otherwise it refuses the post (#607). A company renamed to, or loaded under, the target's name (or one differing only in case or spacing) in the moment after that check could still receive the voucher, if it has the voucher's ledgers. Bridge may flag afterwards that the loaded companies changed, but cannot always say where the voucher went, and cannot prevent it (accepted residual, #574). A ledger renamed and replaced in that same moment means the post can land in the replacement ledger. Bridge marks the result as needing reconciliation when it sees that the ledger now resolves to a different master; a change that leaves the company's master mark unmoved, or is reverted before that check, is not seen, and a regroup in that moment is not detected (#623). And Bridge has no tool to delete or undo a voucher it has posted, so a wrong post must be corrected by hand in Tally. It records the REMOTEID each post sends, but no delete tool exists yet (#579, #582). And the approval window covers only ComplyEaze Bridge: another Tally connector in the same Claude Desktop that can change entries can do so without it. Turning on Allow voucher posting, one voucher or a batch of up to 50 in the extension settings adds post_import, which posts one saved voucher of those types, or a saved batch of 2 to 50 Journals, or of 2 to 50 Payments, Receipts and Contras; every posting still waits for your approval in a separate Bridge dialog (for a batch, its summary). For a batch there are two more limits: if Tally creates only some vouchers of a batch, Bridge reports which ones it finds in the book and which it does not, and refuses to post the missing ones again (a voucher it does not find may still be in Tally, edited: check each in Tally and do not re-enter it before you check); and a batch of more than 50, or one whose summary does not fit the window, is refused. Leave the setting off unless you accept those risks. Voucher file preparation and bank-statement parsing, which write nothing to Tally, stay available with the setting off. This is a new setting: if you turned posting on in an earlier version, turn it on again.
  • A source build turns writing off by default. Preparing a file needs BRIDGE_AGENT_ENABLE_IMPORT; posting additionally needs BRIDGE_AGENT_ENABLE_WRITES, which grants both and covers one voucher and a saved batch of 2 to 50. BRIDGE_AGENT_ENABLE_BATCH_POST is retired: while posting is on and it is still set, post_import refuses as setting_retired; remove it.
  • A source build also needs BRIDGE_TERMS_ACCEPTED=true. The extension asks for that as its "I accept" setting; without it every tool refuses.

With writing on:

  • Prepares vouchers as a local file — Journal, Payment, Receipt and Contra. Bridge writes the file; it does not send it.
  • Posts one saved Journal, Payment, Receipt or Contra per approval, or a saved batch of 2 to 50 after one approval of its summary, and only after you approve that exact voucher (or that batch's summary) in a dialog on your own machine. The assistant cannot approve it. Bridge then reads the voucher back so you can see what actually landed. You can also import a prepared file through Tally yourself; verify_import then reads that back.
  • Posting has limits. It creates no masters, posts no sales, purchase, tax or inventory entries, and never alters or deletes a voucher. A company with more than one currency defined is refused.
  • A bank line is posted at most once. Bridge sends each bank-statement line to a company at most once from this computer, and will not send it again as a new voucher, even if the post failed, the reply was lost, or the voucher was later changed or deleted in Tally. If Tally does not hold it, enter it in Tally yourself; do not edit the statement to get it past Bridge. It cannot see a post made from another computer or after a reinstall, a hand-typed entry that differs in date, type, ledgers or amount, the same statement downloaded from another place when the posted voucher was since changed, or a hand import of the file Bridge saved. The full rule and its six limits are in the agent guide.

What it does not do

  • The Tally path uploads nothing to ComplyEaze. Bridge reads it over a local connection and hands it to the assistant you are talking to; nothing in the Tally path sends it to a server of ours.
  • It will not post anything without a separate, explicit step after the file is prepared.
  • It is not a Tally replacement, a reporting suite, or a filing tool.

The desktop app

The extension is built from the same source library as the desktop app. Packages up to 0.3.0 contained an unfinished document-upload feature and an AXAL sign-in, which no tool of the extension reached. That code was removed (#914) and releases from 0.4.0 on do not contain it; the only network client in ComplyEaze Bridge's own code connects to Tally on your own computer. No desktop installer is published. See Security and privacy.

Before you use it with client data

One thing to understand before you use it. When you ask an AI assistant for financial data through Bridge, the assistant's provider sees what it reads, including company, party and ledger names, amounts, dates, narrations, references, GSTINs and, when it reads ledger details, PAN, bank account numbers, IFSC, MSME or Udyam registration numbers, email, phone and address, and, when it builds a voucher file, that file's local path (which can include your computer user name). That is a property of using a hosted assistant, not of Bridge. ComplyEaze Bridge can, before sending, shorten party and ledger names and bank account numbers to their first two and last two characters (four or fewer become “…”), or drop narrations (BRIDGE_AGENT_REDACTION takes one value, not both). Neither hides amounts, company names, PAN, GSTIN, IFSC, MSME or Udyam registration numbers, contact details or references, or the last four digits of a bank statement's account number, and a shortened name can still be identified, not least from the GSTIN or PAN sent beside it — figures always go with the answer. Decide this deliberately for client data.

What it costs

ComplyEaze has not set a price for ComplyEaze Bridge and does not sell licences to it; there is no account with us, subscription or licence key. The code of a release you download stays under the licence it was published with (Apache-2.0 for current releases). We have not decided whether to charge for anything in future.

What you pay or provide today:

  • TallyPrime: your own licence.
  • Claude Desktop: Anthropic's plans. On 1 October 2026 we ran a candidate build of 0.4.0 (not the published file) on Windows with a Claude account that had no paid plan, on one synthetic company; we make no claim about other plans or larger books.
  • Your clients' data: what Claude reads goes to Anthropic, under Anthropic's terms for your plan; through ComplyEaze Bridge, ComplyEaze does not receive it (Privacy Policy, sections 4 to 6).
  • Your checking: check results in Tally before you rely on them.

Support and updates are not guaranteed (Terms of Use, section 4.4). Our liability is limited as section 14 sets out, including its fallback and exceptions; read it before client work.

Installing it

Before you install, turn on Tally's HTTP gateway. TallyPrime does not listen for ComplyEaze Bridge by default. In Tally's own connectivity / client-server configuration settings, set Tally to act as a server ("acts as Both" in Tally's own words) and note its HTTP gateway port — 9000 by default, but configurable. To check it is actually on, open http://localhost:9000/status (substitute your port) in a browser: a running gateway answers with a short Tally XML response, and a browser that cannot connect means the gateway is still off — unless Tally is running in a Windows virtual machine on a Mac, in which case run this check inside that VM, or only once your local forwarding is working. A Mac browser that cannot connect may mean the forwarding described below is missing rather than that the gateway is off. If instead it hangs without answering, Tally may simply be busy behind another request — wait and retry rather than changing the setting.

The latest published release of the Claude Desktop extension is the one to install. Follow the installation guide to install and configure it. Before you do, know what it is and is not:

  • Bridge is still being developed. A release may contain errors, so try it on test data first and keep current backups. It is not yet code-signed or notarized, so your operating system may warn before opening it. Each package has a .sha256 file and a provenance record so you can confirm exactly which bytes and which source commit you downloaded.
  • Checked only as far as launching. The release build confirms the package starts and lists its tools. It does not establish that it works against your Tally, or in conversation inside Claude Desktop. What has been run against a real TallyPrime, and on which builds, is listed above; the published 0.6.0 package itself has not been run by us against a live TallyPrime; two other builds of 0.6.0, made by our checks from the same source, were run against TallyPrime 7.1 Silver on one Windows computer (see the 16 October 2026 entry above).
  • Windows x64 and Apple Silicon Macs only. Intel Macs are not supported.
  • On a Mac, Tally must run on that same Mac, in a local Windows virtual machine or through approved local forwarding. Bridge only talks to Tally on your own computer, so a separate PC or a Tally elsewhere on your network cannot be reached by typing its address.
  • It does not update itself. To upgrade, install a newer release from Claude Desktop's Extensions settings and keep the data folder. Release 0.4.2 installed beside an older release instead of replacing it (seen on a Mac; not tried on Windows). A build of 0.5.0 made by our checks (not the published file) replaced 0.4.2 on one Mac and kept its Tally port, Response redaction and posting setting: there, tick the new Terms setting, check the posting setting, then quit and reopen Claude Desktop. Installing over a release older than 0.4.2 was not tried: remove it first. If Settings, Extensions lists two ComplyEaze Bridge entries (as happened when 0.4.2 was installed beside an older release), remove the older entry before you use either, enter your settings in the new one, including Response redaction, which starts at none, tick the new Terms setting, and quit and reopen Claude Desktop.

Documentation truncated — see the full README on GitHub.

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