Tallied documentation

Tallied tracks time and invoices clients from inside your AI chat. Tell it what you worked on; it logs the hours to the right client. Ask what's unbilled; it drafts the invoice. Nothing is sent to a client until you say so.

Connect

Claude (claude.ai or the desktop app)

1. Settings → Connectors → Add custom connector.
2. Paste https://withtallied.com/mcp as the server URL.
3. Click Connect, sign in with Google or an email magic link, then click Allow on the consent screen.

ChatGPT

1. Settings → Connectors → Advanced → Developer mode (enable it if you haven't).
2. Create a connector using the same URL, https://withtallied.com/mcp.
3. Sign in and approve access the same way.

Claude Code

claude mcp add --transport http tally https://withtallied.com/mcp

The first tool call opens the sign-in flow in your browser.

Signing in for the first time creates your free Tallied workspace automatically — there's nothing to set up beforehand.

What you can say

Log time

• "Log 2 hours on the Acme redesign"
• "Worked 9:30 to 11:15 on the landing page, billable"
• "Here's my day: standup 15 min, fixed the checkout bug 2h, client call 30m"

Catch up on forgotten time

• "Reconstruct my Tuesday from my calendar"
• "I forgot to log this week — figure it out from my commits and calendar"
• "I was out sick Thursday, don't count that day"

Reports

• "How did this week go?"
• "How many billable hours this month?"
• "What haven't I invoiced yet?"
• "Break down my hours by client for August"

Invoices

• "What could I bill Acme for right now?"
• "Invoice Acme for last month"
• "Send that invoice"
• "Mark the Acme invoice paid, they wired it"
• "Void that invoice, I made a mistake"

Clients & projects

• "What clients and projects do I have?"
• "Add a new client, Northwind, net 15, $140/hr"
• "Create a project called 'Q4 audit' under Northwind"

The assistant asks when a project is ambiguous; it never guesses, and it never creates a client or project without you confirming first. Invoices are only sent when you say so — creating a draft never notifies your client.

How dates and durations are interpreted

"Today" always means today in your workspace timezone, not the assistant's guess or your device's clock — the workspace timezone is set once, on signup, and can be changed in Settings.

Durations are read leniently. All of these are understood: 2h30m, 2h 30m, 2.5, 150, 1:45, 90 min, half an hour. For a bare number with no unit: a decimal is read as hours (2.5 → 2.5 hours), and a whole number is read as hours if it's 12 or less, otherwise minutes — so 8 means 8 hours, but 90 means 90 minutes. If you want to be unambiguous, say the unit (8h, 90m).

Rates

The hourly rate used for a time entry is resolved in this order, first match wins:

1. A rate set directly on that entry (rare — an explicit override).
2. The project's rate.
3. The client's default rate.
4. Your workspace default rate.

Invoices

An invoice moves through: draft → sent → viewed → paid, or void at any point before payment.

• A draft includes every unbilled billable time entry for a client up to a cutoff date. Creating a draft marks those entries as invoiced but sends nothing.
• Sending emails the invoice with a Stripe payment link (if Stripe is configured) to the client's billing email, and moves it to sent.
• The invoice lives at a public link: https://withtallied.com/i/<token>. No login needed — that's what makes it clickable from an email.
• The same invoice as a PDF is at the same link with .pdf appended: https://withtallied.com/i/<token>.pdf.
• Clients can pay directly from the invoice page via the Stripe payment link. A successful Stripe payment marks the invoice paid automatically.
• If a client pays another way (check, bank transfer, cash), record it manually — that also marks the invoice paid.
• Voiding an unpaid invoice releases its time entries so they can be included on a future invoice. Paid invoices can't be voided.

Importing from Toggl, Harvest, or Clockify

1. Export your time entries as a detailed CSV from Toggl, Harvest, or Clockify.
2. Upload it at https://withtallied.com/app/import.
3. Re-uploading the same export (or an overlapping one) won't create duplicate entries — imported rows are matched by source, date, and duration, so importing twice is safe.

CSV import is a Pro feature.

Plans and limits

Hitting a plan limit doesn't fail silently — the assistant will tell you what limit you hit and share a link to upgrade.

Bundled skills

Tallied ships five workflows as Claude skills. Where your host supports MCP prompts or slash commands, the same workflows are available that way too:

• log-day — turn a free-form recap of your day into logged time entries.
• catch-up — reconstruct a day or week you forgot to log, from calendar events, commits, or tickets.
• weekly-report — a short summary of hours and billing for the current (or a named) week.
• invoice-client — preview, create, and (with your approval) send an invoice for one client.
• month-close — run invoicing across every client with unbilled hours at the end of a month, one invoice at a time, each still requiring your approval to send.

Privacy & revoking access

Tallied only sees what you tell it to log, and the arguments of the tools an assistant calls on your behalf — never the rest of your conversation. See the privacy policy for details on what's collected and how to delete it.

To revoke an assistant's access, remove the connector from that app (Claude, ChatGPT, etc.) — this immediately invalidates its tokens. You can reconnect at any time; nothing about your workspace or data is lost.

Tool reference