The risk officer for AI-assisted trading: enforced exit rules, cooling-off, and public receipts.
Quick Install
Automated & IDE SetupCopy the AI prompt to install this server into Claude Code, Cursor, or another agent — or use 1-click editor setup below.
Manual Client & Custom JSON ConfigExpand JSON ▾
Client Config & Setup
Choose your client or environment
Target File:
💡 Paste the JSON block into your client's configuration file under mcpServers, then restart the application.
Documentation Overview
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):
| Client | How |
|---|---|
| Claude | Settings → Connectors → Add custom connector → name it Tally, paste the URL. Leave the OAuth fields empty — Tally registers itself. |
| ChatGPT | Listed app — one click from the directory, no developer mode. (Manual fallback: developer mode → Plugins → New plugin, the URL as Server URL, OAuth.) |
| 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).
Prompts
Clients with a prompt picker get the three jobs Tally exists for, ready to run:
| Prompt | What it does |
|---|---|
morning-checkup | The daily run — what needs action, fresh readings against every active thesis's criteria, anything that fired. This is the one to put on a schedule. |
pre-register-trade | Turns an idea into a pre-registered thesis, interviewing you until it is falsifiable |
close-out | Walks a thesis to its exit — what the written rules demand, and the justification the override ledger requires if you are closing early |
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
Tally is a hosted service. This repository is its documentation and public manifest, not its source — there is nothing here to install or run. Point your AI at the connector URL above; OAuth does the rest.
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