MCP

Connect your AI client to Ptally

Ptally runs a Model Context Protocol server, so Claude, ChatGPT, Cursor and any other MCP client can read the modelling rules, draft and validate models, price quotes and edit drafts, signed in with your own Ptally keys.

POSThttps://ptally.ai/mcpJSON-RPC 2.0OAuth
Connect

Connect a client

Your client finds the sign-in flow itself. You paste your API key pair once on the Ptally page; the client only ever gets a token, never the keys.

Claude · web & desktop
Add a custom connector
  1. Settings → Connectors → Add custom connector.
  2. Paste https://ptally.ai/mcp as the URL.
  3. Claude opens the Ptally sign-in page. Paste your client_id_key and client_secret_key from Settings.
Claude Code
One command
  1. Run the command below, then /mcp inside Claude Code to sign in.
claude mcp add --transport http ptally https://ptally.ai/mcp
Cursor & others
Remote MCP config
  1. Add Ptally as a remote server. The client discovers the OAuth endpoints and opens the sign-in page for you.
{
  "mcpServers": {
    "ptally": {
      "url": "https://ptally.ai/mcp"
    }
  }
}
Tools

10 tools

Reference tools are open to anyone, so an agent can learn the format before you sign in. Tools that touch your projects need an account and act as you.

Reference · no sign-in
get_docsREAD ONLY
Guides
Gives you the Ptally guides: the rules for building a pricing model, and the full manual that explains every part of one.
get_schemaREAD ONLY
Model layout
Shows the layout every Ptally pricing model has to follow, so you can check nothing is missing or in the wrong place.
validate_projectREAD ONLY
Check a model for mistakes
Checks a pricing model for mistakes and tells you what's wrong and where to find it.
get_starterREAD ONLY
Example models
Gives you a ready-made example pricing model for a common type of insurance, such as travel, to copy and adapt instead of starting from scratch.
get_healthREAD ONLY
Health check
Checks the service is up and working, and shows how many project versions and quotes it holds.
Your projects · signed in
get_projectsREAD ONLY
List projects
Lists all the pricing projects saved here, with their names and a short description of each.
get_projectREAD ONLY
See a project
Shows one project: what details it asks for, how it works out a price, and its rate tables (whole up to 100 rows, a sample of bigger ones).
run_quoteREAD ONLY
Try a quote
Works out a price for a project from the details you give it. Nothing is saved, so it's safe to try as often as you like.
run_version_testsREAD ONLY
Run a version's tests
Prices every test saved on a version and shows which ones match their expected price and which don't. Nothing is saved.
patch_versionEDITS DRAFTS
Edit a draft
Makes changes to a draft version of a project, checks the result and prices its tests. Only drafts change; you still approve and publish in the dashboard.
Editing with an agent

Protected workflows

The agent tells you which route applies before it changes anything.

Patch
Targeted edits to a draft
Click New Version on the project page to copy the live model into a draft. The agent reads it with get_project and sends patch_version a JSON Patch, such as a changed rate cell, a new step or an updated test. The server validates the result, records it in the audit trail and prices the version's tests.
Download & upload
Big tables and reworks
Rate tables over 100 rows are shown to the agent as a sample, so changes to them go through the full file: download the model from the version page, let the agent amend it and check it with validate_project, then upload it to a new draft.
You decide
Agents cannot publish
patch_version only ever changes drafts. Running the tests, approving and publishing stay with you in the Ptally dashboard.