chart-of-accounts

fetches chart of accounts or GL hierarchy with fields ledger_name, group_name, primary_group, bs_pl, dr_cr, affects_gross_profit, sort_position. the column bs_pl will have values false = Balance Sheet / true = Profit Loss. Column dr_cr as value true = Debit / false = Credit. primary_group is the ...

Server Tally Prime MCP Server qalalabs/tally-mcp-server
Category Read
Risk class Low
Parameters 00 required

What chart-of-accounts does on Tally Prime MCP Server

AI agents call chart-of-accounts to retrieve information from Tally Prime MCP Server without modifying anything — typically the context-gathering step in research, monitoring, and reporting workflows, before the agent takes action elsewhere.

Why chart-of-accounts needs a policy

This tool only reads and returns the chart of accounts/GL hierarchy from Tally Prime ERP. It fetches static reference data (ledger names, group names, account types, etc.) with no write, execute, or destructive operations. Misuse potential is low as it only exposes organizational financial structure metadata.

From the tool's definition 'fetches chart of accounts or GL hierarchy' - purely retrieves financial structure data with no side effects

Questions about chart-of-accounts

What does the chart-of-accounts tool do? +

fetches chart of accounts or GL hierarchy with fields ledger_name, group_name, primary_group, bs_pl, dr_cr, affects_gross_profit, sort_position. the column bs_pl will have values false = Balance Sheet / true = Profit Loss. Column dr_cr as value true = Debit / false = Credit. primary_group is the primary group of parent or group, under which ledger is nested. The columns group and parent are tree structure represented in flat format. The column affects_gross_profit has values true / false, it is used to determine if ledger under this group will affect gross profit or not. sort_position determines position or placement order with respect to items of same level for display, returns output cached in pglite postgres in-memory table (specified in tableID property). Use query-database tool to run SQL queries against that table for further analysis. It is categorised as a Read tool in the Tally Prime MCP Server MCP Server, which means it retrieves data without modifying state.

How do I enforce a policy on chart-of-accounts? +

Register the Tally Prime MCP Server MCP server in PolicyLayer and add a rule for chart-of-accounts: allow, deny, rate-limit, or require approval. Point your MCP client at the PolicyLayer proxy URL and the rule is enforced on every call, before it reaches Tally Prime MCP Server. Nothing to install.

What risk level is chart-of-accounts? +

chart-of-accounts is a Read tool with low risk. Read-only tools are generally safe to allow by default.

Can I rate-limit chart-of-accounts? +

Yes. Add a rate_limit block to the chart-of-accounts rule in your PolicyLayer policy. For example, setting max: 10 and window: 60 limits the tool to 10 calls per minute. Rate limits are tracked per agent session and reset automatically.

How do I block chart-of-accounts completely? +

Set action: deny in the PolicyLayer policy for chart-of-accounts. The AI agent will receive a policy violation error and cannot call the tool. You can also include a reason field to explain why the tool is blocked.

What MCP server provides chart-of-accounts? +

chart-of-accounts is provided by the Tally Prime MCP Server MCP server (qalalabs/tally-mcp-server). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.

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