TallyPrime Skill

Connect to a locally running TallyPrime instance and perform read/write operations via its XML-over-HTTP API. All requests are HTTP POST to $TALLY_URL (default: http://localhost:9000) with XML body.

TallyPrime must be open and running on the user's machine. There is no cloud API — all communication is local.

Company name: CAs manage multiple companies. Always get the company name from the user — either they'll mention it in their message, or ask them before proceeding. Never assume.

Hero Use Case: WhatsApp Invoice → Tally Entry (Zero Manual Entry)

The problem for CAs: You manage 10+ businesses. A client sends a purchase bill PDF on WhatsApp. You have to open Tally, find the right company, check if the vendor ledger exists, create it if not, then manually type every field. This takes 5–10 minutes per invoice.

With this skill: Client sends the PDF to your OpenClaw WhatsApp number. The agent reads the invoice, extracts all fields, checks/creates the vendor ledger, and posts the purchase voucher — in under 30 seconds.

Step-by-step Flow

1. Receive PDF/image of purchase invoice via WhatsApp
2. Extract invoice fields using vision (vendor name, GSTIN, date, line items, amounts, tax)
3. Switch to the correct Tally company (ask user if unclear)
4. Check if vendor ledger exists → create it if not (under Sundry Creditors)
5. Check if expense/purchase ledger exists → create if not
6. Check if GST ledger exists → create if not
7. Post Purchase voucher with all ledger entries
8. Confirm back to user with voucher number and summary

When to Use This Skill

• User sends a purchase invoice, bill, or receipt (PDF or image) and wants it entered in Tally
• User asks to create a sales invoice / purchase bill / payment / receipt in Tally
• User wants to check outstanding receivables or payables
• User asks for a ledger statement, day book, or trial balance
• User wants to know their GST liability for a period
• User asks "what did we buy from X vendor last month?"
• User wants to add a new ledger or group in Tally
• User wants to check if Tally is running / connected
• User mentions "book this entry", "add to Tally", "post this bill"
• User wants to reconcile vendor invoices against Tally entries

⚠️ Critical Rules (Read Before Any Operation)