Connect an AI Agent
Tally can connect directly to Claude and other AI agents that support the Model Context Protocol (MCP), so you can ask an agent questions about your own bills, transactions, forecast, past pay periods, and spending by category without exporting anything by hand.
What it can do
Section titled “What it can do”Once connected, an agent can read:
- Your list of accounts
- Your bills, as a CSV export (one account at a time)
- Your transactions, as a CSV export (one account at a time)
- A cash flow forecast you specify, as a formatted export (one account at a time)
- Your past (closed) pay periods (one account at a time)
- Your spending by category, across every account at once — see Categories. On a free account, this is the same totals-only view the Categories page itself shows — an agent can’t see more detail than you can.
It can only read — there’s nothing an agent can change, delete, or add through this connection.
Finding your connection URL
Section titled “Finding your connection URL”Log in and open Settings. The AI agent access card shows your MCP server URL and a copy button.
Connecting
Section titled “Connecting”You don’t generate or paste a password or token — connecting an agent logs you in the same way logging into the Tally website does. The first time you connect, you’ll see a normal login/consent screen.
Claude Code:
claude mcp add --transport http tally <your MCP server URL>claude.ai (web): add your MCP server URL as a custom connector and follow the prompted login.
Other MCP-capable agents: any client that supports connecting to a remote MCP server with an OAuth login works the same way — point it at your MCP server URL.
Privacy
Section titled “Privacy”An agent connected this way can only ever see your own data — never another Tally user’s.
Nothing about this connection is visible to anyone else, and revoking access is as simple as
disconnecting the agent on its own end (Claude Code’s claude mcp remove, or removing the
connector in claude.ai’s settings).