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The risk officer for AI-assisted trading: enforced exit rules, cooling-off, and public receipts.
About
The risk officer for AI-assisted trading: enforced exit rules, cooling-off, and public receipts.
Remote endpoints: streamable-http: https://tally.markets/api/mcp
Security Report
Valid MCP server (1 strong, 0 medium validity signals). No known CVEs in dependencies. Imported from the Official MCP Registry.
Endpoint verified · Requires authentication · 1 issue found
Security scores are indicators to help you make informed decisions, not guarantees. Always review permissions before connecting any MCP server.
Permissions Required
This plugin requests these system permissions. Most are normal for its category.
How to Connect
Remote Plugin
No local installation needed. Your AI client connects to the remote endpoint directly.
Add this to your MCP configuration to connect:
{
"mcpServers": {
"markets-tally-mcp": {
"url": "https://tally.markets/api/mcp"
}
}
}Documentation
View on GitHubFrom the project's GitHub README.
Tally — the risk officer for AI-assisted trading
Every trading connector makes your AI more capable. Tally makes it accountable.
Tally (tally.markets) is a trading-discipline layer that mounts inside Claude, ChatGPT, Claude Code, and any MCP-capable agent. Your AI is the analyst — it researches, monitors, and gathers evidence. Tally holds the record neither you nor the model can rewrite: pre-registered theses, exit rules that freeze before capital moves, a 24-hour cooling-off, an override ledger for rule-breaking exits, and a public receipt for every closed trade.
Tally never executes trades. Every broker and venue connection is read-only at the API level — no order placement, no custody, by architecture and by policy.
Connect
Server URL (Streamable HTTP · OAuth 2.0 with dynamic client registration):
https://tally.markets/api/mcp
| Client | How |
|---|---|
| Claude | Settings → Connectors → Add custom connector → name it Tally, paste the URL. Leave the OAuth fields empty — Tally registers itself. |
| ChatGPT | Plugins → New plugin → name it Tally, paste the URL as the Server URL, Authentication: OAuth. (Requires developer mode.) |
| Claude Code | claude mcp add --transport http tally https://tally.markets/api/mcp, then /mcp to sign in. |
| Any MCP agent | Point it at the URL above; OAuth discovery does the rest. |
Then say: "Get started with Tally, then run my checkup." The server teaches your AI the whole protocol on first contact.
Full walkthrough (skill, scheduled morning checkup, broker linking): tally.markets/connect
Tools
| Tool | What it does |
|---|---|
get_started | Returns the discipline protocol — the AI teaches itself |
get_checkup | Morning briefing: active theses, deadlines, evidence, closed history and lifetime R |
list_theses / get_thesis | Read the journal |
create_thesis | Pre-register a trade: statement, mechanism, risk budget, exit criteria (starts the 24h cooling-off) |
arm_thesis | Freeze the criteria after cooling-off — from here they fire, never edit |
record_reading | Log evidence against a criterion (the generic sensor primitive) |
fire_criterion | Mark a rule objectively triggered, with cited evidence — one-way |
close_thesis | Close a trade; discretionary closes require a written justification, logged forever |
get_receipt_link | The public receipt for a closed thesis |
Reads are safe to always-allow; writes are guarded by the protocol itself (cooling-off, criteria minimums, override justifications).
Proof
A real receipt — pre-registered thesis, venue-verified entry and exit, −0.22R, graded Process B / Outcome D, closing note verbatim: "Wrong on thesis, right on process."
How it compares
Market-data connectors inform your AI. Execution connectors let it trade. Journal connectors show it your past. Tally is the one built to constrain — it runs alongside all of them: tally.markets/compare
Privacy & security
- OAuth per user; your AI sees your journal only, under a grant you can revoke any time.
- Brokerage data (via SnapTrade) is read-only; broker credentials never touch Tally.
- Details: privacy · terms · support@tally.markets
This repository contains documentation and the public server manifest only — the hosted server lives at tally.markets. No secrets, keys, or server source belong here, ever.
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