Ptally

Connect Remote server

claude mcp add --transport http ptally https://app.ptally.ai/mcp

{
  "mcpServers": {
    "ptally": {
      "url": "https://app.ptally.ai/mcp"
    }
  }
}

{
  "servers": {
    "ptally": {
      "type": "http",
      "url": "https://app.ptally.ai/mcp"
    }
  }
}

Settings > Connectors > Add custom connector
URL: https://app.ptally.ai/mcp

Tools 16 found in our last check

• get_docs

  Fetch Ptally documentation by topic. Call BEFORE building or editing a config to load the rules and reference material you need. Topics: "rules" = agent rules, constraints, expression syntax, quality gates, and debugging guidance (start here); "readme" = full engine reference wi…

• get_schema

  Fetch the full JSON schema for Ptally project config files. Use to check exact field requirements, allowed step types, and property constraints.

• validate_project

  Server-side schema validation of a project config. Returns { valid: true/false, errors: [...] } with the JSON path, keyword, and message for each issue. Prefer local validation against get_schema during authoring; use this as a ground-truth check, including on an amended model b…

• get_starter

  Fetch a worked-example Ptally project for a common line of business. Each example is a small, fully valid project with realistic collection tables, calculations, exclusions and refers, plus an embedded tests[] suite for reference. Use as a template — copy and adapt rather than a…

• get_projects

  List every project stored on this self-host instance. Returns `{ count, projects: [{ project_reference, name, description }] }`. Descriptions are truncated to 100 characters so the response stays compact — call get_project for the full record. Archived projects are excluded.

• get_project

  Fetch a project by `project_reference` from the self-host store. Optional `version_reference` pins to a specific version of that project (a version from another project is a tool error); otherwise the latest live (published or approved) version is used, or the latest non-archive…

• get_quotes

  List quotes stored on this self-host instance, newest first (`direction: "asc"` for oldest first). Filter by `project_reference` (from get_projects), `version_reference`, `since` (ISO date) or `search` (text match on indicators). Paged with `limit` (default 25, max 100) and `off…

• get_quote

  Review one quote in a standard shape, from a stored `quote_reference` (get_quotes) or a pasted `quote` — the dashboard's Copy JSON, a POST /quotes or run_quote response, or a bare engine output with `debug` (`quote_gz`: base64 gzip of the same JSON, for big pastes). Pass exactly…

• amend_quote

  Amend a SAVED quote (a quote_reference from get_quotes): its price (`result`), and optionally `valid` or `sold`, with a required `reason`. Logged in the quote's audit trail under the signed-in user, with the time, the old and new values, source "mcp" and the reason. The engine's…

• run_quote

  Price a quote against a stored project: a dry run by default, saved only with `save: true`. Takes `project_reference`, an optional `version_reference` (defaults to the latest live version; there is no fallback to drafts, so pass `version_reference` to price one — it must belong…

• run_version_tests

  Price every test in a version's tests[] against that version's stored model and compare each with its expected output. Takes `version_reference` (any status but archived — a draft after patch_version, or a live version for a baseline). Runs against the stored model, so a patch s…

• patch_version

  Change a DRAFT version's stored model with an RFC 6902 JSON Patch, merged on the server. Use it for targeted edits; any change to a clipped collection (__context.patchable: false) goes through download and upload instead (see next_steps in get_project). BEFORE CALLING 1. The ver…

• list_docs

  List the documents uploaded to a project (policy wordings, product guides, underwriting guidelines or anything else), newest first, with their indexing status. Takes `project_reference` and optional `version_reference` (only documents that apply to that version: those for every…

• search_docs

  Search the documents uploaded to a project (policy wordings, product guides, underwriting guidelines or anything else) for the passages that answer a question about the product: what is covered or excluded, excesses, conditions, definitions, claims notice, eligibility. Takes `pr…

• get_doc

  Read consecutive passages of an indexed document: the passage numbered `chunk` (a search_docs result's chunk) plus `before` and `after` passages either side (default 1 each, max 10). Use it when a search hit is cut off mid-clause, refers to another clause, or uses a defined term…

• get_health

  Diagnostic snapshot of the deployed MCP server plus a live probe of its store (sqlite or Postgres). Returns server name and version, protocol version, root, boot time, advertised tool names and count, a hash of the tool surface, and `store` — `{ ok, latency_ms, counts: { project…

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