TallyFleet

CONNECT YOUR AI

Ask about your fleet.
Keep control of your records.

Give your chosen AI app read-only access to a TallyFleet workspace. Ask about recorded vehicle activity, reported earnings and upcoming work in ordinary language.

Choose your AI app

BEFORE YOU CONNECT

Use your TallyFleet account.

You need a TallyFleet account and an AI app that allows custom remote connections. You can create your account during the connection sign-in. Records saved only on a device are not available through this connection.

What it can read

Your selected workspace’s vehicle details and recorded status, daily and month-to-date money summaries, and upcoming bills and maintenance.

Team connections are limited to assigned vehicles and maintenance. Owner financial summaries are not shared through an employee connection.

What stays outside the connection

It cannot edit or delete records, make payments, change billing or staff access, control your email, connect bank feeds, or download receipt and photo files.

It does not add a live Tesla data feed or control a vehicle.

Records and estimates are different. Answers use manually entered or imported saved records. Missing reports are unknown, not zero. “Estimated money remaining” is an estimate from your inputs, not a bank balance, actual payout or taxable profit.

SET UP YOUR CONNECTION

The same URL for each AI app.

Add TallyFleet as a custom connection in your AI app, then complete the TallyFleet sign-in and consent screen.

MCP server URLRead-only
https://tallyfleet.com/plugin/mcp

Connection type: remote / Streamable HTTP. Authentication: OAuth browser sign-in. No TallyFleet API key is needed.

ChatGPTCustom plugin in developer mode

Use ChatGPT on the web with access to developer mode. Your plan and workspace administrator determine which setup controls are available.

  1. In ChatGPT’s Settings, open Security and login and enable Developer mode.
  2. Open ChatGPT Plugins and select the plus (+) button to add a connection.
  3. Use TallyFleet as the name and paste the MCP server URL above. A suitable description is “Read-only fleet records and upcoming work.” Select OAuth if asked, then create the connection.
  4. Choose the connection’s sign-in option. On TallyFleet, check your account, choose your own fleet or an available joined workspace, and approve read-only access.
  5. Start a new chat. Use the + menu, then More, to select TallyFleet before asking a fleet question.

Official ChatGPT setup guide

ClaudeCustom remote connector

Start in Claude on the web. Custom connectors are subject to your plan’s limits and organization controls.

  1. Open Customize → Connectors, then + Add → Add custom connector.
  2. Name it TallyFleet, paste the MCP server URL above, and continue.
  3. Review the detected OAuth settings. Choose Sign in now and, when an OAuth client choice appears, Register automatically. Leave request headers empty.
  4. Finish adding the connector and choose Connect if prompted. Complete TallyFleet sign-in, choose your workspace and approve the read-only permissions.
  5. In a conversation, open + → Connectors and enable TallyFleet.

Team or Enterprise? An authorized organization admin must add the connector under Organization settings → Connectors → Add → Custom → Web first. Each member then connects their own TallyFleet account.

Official Claude connector guide

GrokCustom MCP connector on grok.com
  1. Open Grok Connectors in your browser.
  2. Select New Connector → Custom.
  3. Enter the MCP server URL above. Name the connection TallyFleet if the form asks for a name.
  4. Follow the authentication prompt to TallyFleet. Sign in with your TallyFleet account, select your workspace and approve read-only access.
  5. Return to Grok and ask it to use TallyFleet for your fleet question.

Business or Enterprise? A team admin first provisions the server in console.x.ai under Grok Business → Connectors → + Add Connector → Other. Team members then connect their own accounts on grok.com.

If Custom is missing, check the controls available to your account or ask your workspace admin. This guide covers the grok.com connector flow; it does not establish support in every Grok app or bot.

Official Grok connector guide Grok team setup

Another AI appRemote MCP with OAuth support

Check that your app supports a remote MCP server over Streamable HTTP, OAuth browser sign-in and automatic client registration. A local-only MCP client or an API-key-only connection is not enough.

  1. Open the app’s custom MCP server or connector settings.
  2. Choose a remote HTTP connection, name it TallyFleet, and paste the MCP server URL above.
  3. Use OAuth sign-in. Let the app discover the authentication settings and register automatically; you do not need to enter a TallyFleet API key or client secret.
  4. Complete sign-in and consent on TallyFleet, then enable the connection in your conversation.

Protocol support does not guarantee compatibility with every client. If the app cannot complete sign-in, share the app name and a redacted error message with TallyFleet support.

Setup references checked October 2, 2026. Vendor menus and availability can change; the official guides above have the latest instructions.

SIGN-IN AND SHARING

Keep sign-in on TallyFleet

Complete the sign-in screen yourself. Do not paste a password, sign-in email link or access token into your AI conversation. The AI service receives a revocable connection token after you approve.

Choose the records you intend to share

Check the signed-in account and the requesting app’s name. Choose your own fleet or an available joined workspace. A team connection keeps your existing vehicle and role restrictions.

Understand where answers go

Records returned by the connection are sent to the AI service you selected. That service’s data settings and terms apply to its copy. Review them before approving financial or business information.

TRY A QUESTION

Be specific about the vehicle and dates.

Ask the AI to identify missing information and keep estimates separate from recorded activity. Check its answer against TallyFleet before making a decision.

  • “Use TallyFleet to show reported earnings this month by vehicle. Flag any missing report days.”
  • “For my selected vehicle, explain yesterday’s recorded operating costs and estimated money remaining.”
  • “What bills and service are due this month? Include overdue maintenance.”
  • “Which vehicles in this workspace are recorded as unavailable?”

CONNECTION HELP

If something does not look right.

I cannot sign in

Choose Sign up to create your account, then confirm your email. For email-link sign-in, open the latest link in the same browser where you requested it, then return to the connection setup. Create your account if you do not have one.

The connection asks for an API key

Select OAuth or browser sign-in instead. TallyFleet does not issue an API key for this setup. Check that you entered the complete MCP URL, including /plugin/mcp. Opening that URL directly is not the sign-in flow.

My records or money summary are missing

Confirm the TallyFleet account and workspace you connected. Device-only records are not shared. Employee connections cannot read owner money summaries. If you chose the wrong workspace, disconnect and connect again.

The answer looks out of date

Ask the AI to read TallyFleet again and name the date range it used. A report date is not a live sync time. Review missing reports and costs in TallyFleet; connecting an AI does not fill them in.

Sign-in or the connection fails

Check your AI app’s custom connector access and OAuth settings. Expired, disconnected or no-longer-authorized workspace access may require reconnecting. Contact support with the app name and error text, excluding sign-in links, tokens and private records.

How do I disconnect?

Open TallyFleet, then Account → Connected apps. Find the connection and choose Disconnect to stop future access. You can also remove its entry in your AI app.

Disconnecting does not erase records already shared in an AI conversation. Manage those copies using that service’s conversation and data controls.

Need a hand with the connection?

Email TallyFleet support