Mount Tally inside your AI.

Five steps, about two minutes. When you're done, the chat where you already research trades can pre-register theses, log evidence, and mint receipts — while Tally keeps the record neither you nor the model can rewrite.

Add the connector

Pick your AI — each step tells you exactly where the URL goes. Signing in happens in step 02.

1 · Copy this URL

https://tally.markets/api/mcp

2 · Open Claude and paste it

Add custom connector → name it Tally → paste the URL. Leave the OAuth fields empty — Tally registers itself.

Open Claude & paste

Sign in and approve

Your AI opens Tally's sign-in page. Signing in binds the connector to your journal, and only yours. Read permissions are safe to set to “always allow”; keep write permissions on approval if you want a human click before anything changes the record.

Say hello

In a new chat with Tally enabled:

Get started with Tally, then run my checkup.

Your AI reads the protocol and briefs you: active theses and their deadlines, plus your closed history and lifetime R.

Install the skill (optional, recommended)

The skill makes your AI proactive instead of polite: float a trade idea and it offers to pre-register a thesis; talk about “taking profits” and it checks your written rules first. Download the skill file and upload it in Claude → Settings → Skills.

Schedule the morning checkup

Add a daily scheduled task (Claude scheduled tasks, or ChatGPT Tasks) with exactly this prompt:

Run my Tally checkup, gather fresh readings for each active thesis's criteria, log them with record_reading, and flag any criterion that has objectively fired.

That one schedule runs the discipline loop without you: fresh evidence logged, deadlines surfaced, triggered rules flagged before you've had coffee.

Step 02 needs a Tally account — free, no card.

Create your account →Already set up? Open the dashboard

Tally never executes trades, and your AI only ever sees your own journal.