ptally-self-host-mcp

endpoint

https://app.ptally.ai/mcp

protocol

streamable-http ·2025-06-18

authentication

none observed

public key

none — nobody has proven they own this listing · is it yours? claim it

karma

0 · newcomer

Is ptally-self-host-mcp live?

Yes — it answered the hub's last check (checked 1h ago). It answered 100% of checks over the last 30 days.

Is ptally-self-host-mcp free to use?

Partly — some of its tools are open, others need a key or payment.

What tools does ptally-self-host-mcp have?

10 tools: get_schema, get_docs, get_project, run_quote, run_version_tests, patch_version, get_health, validate_project, ….

Is ptally-self-host-mcp safe to connect?

Caution — its card or tool descriptions carry text addressed to the agent reading them (competitor-suppression). Read them before connecting an agent.

Price is per tool, not per server. An agent whose handshake is open can hold tools that demand a key or a payment, and one figure for the whole agent sends callers into a wall.

• get_starter open 1h ago

  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 authoring from scratch. Pass no arguments (or `list: true`) to get the catalog.

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  {
    "type": "object",
    "properties": {
      "list": {
        "type": "boolean",
        "description": "When true (or when type is omitted), return the catalog of available examples with their descriptions instead of a single project."
      },
      "type": {
        "enum": [
          "bop",
          "commercial-auto",
          "commercial-property",
          "earthquake",
          "equipment-breakdown",
          "general-liability",
          "home",
          "inland-marine",
          "management-liability",
          "motor",
          "travel",
          "workers-comp"
        ],
        "type": "string",
        "description": "Which starter example to return."
      }
    }
  }

  arguments 27 lines copy
• get_projects auth-required 1h ago

  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.

  mcp-tool

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  {
    "type": "object",
    "properties": {}
  }

  arguments 4 lines copy
• get_schema unknown never probed

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

  mcp-tool

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  {
    "type": "object"
  }

  arguments 3 lines copy
• get_docs unknown never probed

  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 with step types, query language, input/output blocks, and code examples.

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  {
    "type": "object",
    "required": [
      "topic"
    ],
    "properties": {
      "topic": {
        "enum": [
          "rules",
          "readme"
        ],
        "type": "string",
        "description": "Documentation topic. \"rules\" for agent rules and constraints (start here). \"readme\" for full engine reference."
      }
    }
  }

  arguments 16 lines copy
• get_project unknown never probed

  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-archived version of any status if none is live. Returns `{ project_reference, version_reference, version, name, description, status, summary, created_at, updated_at, project_url, version_url, latest_draft, clipped_collections, next_steps, model }`. The model is a summary for reading, never a file to hand back. Every `collection` step is stamped with `__context` (`total_rows`, `shown_rows`, `columns`, `shape`, `truncated`, `patchable`; an empty table gets `total_rows: 0`, `columns: []`, `patchable: true`): tables of up to 100 rows are shown whole and can be changed with patch_version; bigger ones are clipped, listed in `clipped_collections`, and can only change by the user downloading the model from `version_url`, you amending it, and the user uploading it. `latest_draft` is the newest draft version (null if none) — patches go there, so call get_project again with its version_reference before patching. Follow `next_steps` and tell the user which route applies before making changes. All other model content — input.format, steps, expressions, output — is returned verbatim so an LLM caller can understand what the project does and how to build a valid input payload. Precursor to run_quote and patch_version.

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  {
    "type": "object",
    "required": [
      "project_reference"
    ],
    "properties": {
      "project_reference": {
        "type": "string",
        "description": "UUID of the project to fetch."
      },
      "version_reference": {
        "type": "string",
        "description": "Optional. Specific version UUID of this project; defaults to the latest live version, or the latest non-archived version of any status if none are live."
      }
    }
  }

  arguments 16 lines copy
• run_quote unknown never probed

  Dry-run a quote against a stored project. 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 to the project and not be archived, else a tool error), and an `input` payload that matches the project's input schema. Runs the pricing engine and returns the quote envelope — `output`, `result`, `valid`, `status`, `error`, the engine's `errors` log, `exec_time_ms`, `dry_run: true` and a null `quote_reference` — WITHOUT persisting a quotes row. Call get_project first to inspect `input.format` and build a valid input.

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  {
    "type": "object",
    "required": [
      "project_reference",
      "input"
    ],
    "properties": {
      "input": {
        "type": "object",
        "description": "Flat quote input object matching the project's input.format schema. Use get_project to discover the required keys."
      },
      "source": {
        "type": "string",
        "description": "Optional engine `source` label passed through to the model. Defaults to \"mcp\"."
      },
      "project_reference": {
        "type": "string",
        "description": "UUID of the project to price against."
      },
      "version_reference": {
        "type": "string",
        "description": "Optional. Specific non-archived version UUID of this project; defaults to the latest live version (no fallback to drafts)."
      }
    }
  }

  arguments 25 lines copy
• run_version_tests unknown never probed

  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 saved a moment ago is included. A test passes when its result is within 0.005 of the expected result and its valid flag equals the expected valid. Expectations are read from output { result, valid }, or, when output has neither (tests imported from the hosted service), from result { result, valid }; `expected_from` says which. A test with neither is priced but unchecked (passed: null). Returns `{ project_reference, version_reference, version, status, updated_at, total, passed, failed, unchecked, results: [{ id, name, passed, expected: { result, valid }, expected_from, actual: { result, valid }, problems, errors }], version_url, next_steps }` — `problems` says why a test failed, `errors` is up to 5 of the engine's step errors for that run. Nothing is persisted. Use after patch_version, after adding or changing tests, or before a change to record the baseline. To change a test's expected output, patch_version on /tests/<test id>/output/result (drafts only) — output takes precedence over result.

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  {
    "type": "object",
    "required": [
      "version_reference"
    ],
    "properties": {
      "version_reference": {
        "type": "string",
        "description": "UUID of the version whose tests to run — e.g. get_project's latest_draft.version_reference, or the version_reference patch_version returned."
      }
    }
  }

  arguments 12 lines copy
• patch_version unknown never probed

  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 version must be a draft: use get_project's latest_draft. If it is null, ask the user to click New Version on the project page (it copies the live model), then call get_project again. 2. Call get_project with the draft's version_reference and build every path from that response. Pass its updated_at as base_updated_at. 3. Tell the user what you will change (old → new) and get their go-ahead. PATHS (JSON Pointer) - Name steps, tests and other id'd array elements by id (else key) instead of index: /steps/<step id>/... and /tests/<test id>/... Ids survive other steps being inserted or removed in the same patch. - Model layout: /meta/..., /input/format/<input key>/... (format is an object keyed by input key), /steps/<id>/..., /output/format/<key>/..., /tests/<id>/... - Collection rows by index. Compressed collection ([[col1, col2, ...], [v1, v2, ...], ...]): index 0 is the header row, so the first data row is /collection/1, and a cell is /collection/<row>/<column index>. Uncompressed collection (array of row objects): the first row is /collection/0, and a cell is /collection/<row>/<column name>. Check __context.shape and __context.columns. - Append with "-" (/steps/-, /steps/<id>/collection/-). Insert at a numeric index; step order is execution order, so a new step goes after the steps whose outputs it reads. - Escape "~" as ~0 and "/" as ~1 inside a segment. EXAMPLES - Change a rate cell: {"op":"replace","path":"/steps/region_rates/collection/1/1","value":4.5} - Guard then change: [{"op":"test","path":"/steps/base_premium/formula","value":"<current formula>"},{"op":"replace","path":"/steps/base_premium/formula","value":"<new formula>"}] - Add a table row: {"op":"add","path":"/steps/type_factors/collection/-","value":["gravel",1.1]} - Change an input default: {"op":"replace","path":"/input/format/bike_value/def","value":2000} - Insert a step as the 5th: {"op":"add","path":"/steps/4","value":{ ...full step object... }} - Update a test's expected price: {"op":"replace","path":"/tests/t01/output/result","value":46.1} - Add a test: {"op":"add","path":"/tests/-","value":{"id":"young_rider","name":"Young rider","key":"young_rider","input":{ ...every input key... },"output":{"result":52.5,"valid":true}}}. Expectations go in output { result, valid }, even if older tests on the model keep them under result. RULES - Smallest change: replace a field, not a whole step; never the whole model (path "" is refused). - New or replaced steps follow the config constraints in the server instructions (retain: true on transforms, unique id = key, {{}} references, ...). - Don't send __context (it's stripped anyway). A clipped collection must stay exactly as stored — no edits, no removal, no replacement with the sample you saw. A patched collection may hold at most 100 rows. - All operations apply or none do. At most 200 per call. RESULT { saved, updated_at, validation, tests: { total, passed, failed, unchecked, failures: [{ test, problems }] }, version_url, next_steps }. saved: false = schema validation failed, nothing stored — fix from validation.errors and retry. A conflict error = the draft changed since you read it — call get_project again and rebuild. Tests are priced after saving and don't block it: report failures and ask whether their expected outputs should change. For every test's actual vs expected values, call run_version_tests. For another patch, use the returned updated_at. Never approves or publishes — the user does that in the UI.

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  {
    "type": "object",
    "required": [
      "version_reference",
      "base_updated_at",
      "operations"
    ],
    "properties": {
      "operations": {
        "type": "array",
        "items": {
          "type": "object",
          "required": [
            "op",
            "path"
          ],
          "properties": {
            "op": {
              "enum": [
                "add",
                "remove",
                "replace",
                "move",
                "copy",
                "test"
              ],
              "type": "string",
              "description": "test fails the whole patch unless the value at path equals value — use it to guard a change."
            },
            "from": {
              "type": "string",
              "description": "Source pointer for move and copy."
            },
            "path": {
              "type": "string",
              "description": "JSON Pointer into the model, e.g. /steps/<step id>/formula or /steps/<step id>/collection/1/1. Array elements by id (else key) or index; \"-\" appends."
            },
            "value": {
              "description": "New value for add, replace and test: any JSON (a number, string, row array, row object or whole step)."
            }
          }
        },
        "description": "RFC 6902 JSON Patch operations, applied in order to the full stored model, all or nothing. At most 200."
      },
      "base_updated_at": {
        "type": "string",
        "description": "The draft's updated_at exactly as get_project (called with this version_reference) or the previous patch returned it. A mismatch means someone changed the draft since — the patch is refused."
      },
      "version_reference": {
        "type": "string",
        "description": "UUID of the draft version to patch: get_project's latest_draft.version_reference. Never a published or approved version."
      }
    }
  }

  arguments 54 lines copy
• get_health unknown never probed

  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: { projects, quotes } }` from counting rows in the projects table (one row per version) and the quotes table, or `{ ok: false, latency_ms, error }`.

  mcp-tool

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  {
    "type": "object",
    "properties": {}
  }

  arguments 4 lines copy
• validate_project unknown 1h ago

  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 before handing it back to the user as a file. Pass exactly one of inline `project` or a base64-gzipped `project_gz` (if the inline form is too large for your client); passing neither or both returns an error result.

  mcp-tool

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  {
    "type": "object",
    "properties": {
      "project": {
        "type": "object",
        "required": [
          "meta",
          "input",
          "steps",
          "output"
        ],
        "properties": {
          "meta": {
            "type": "object"
          },
          "input": {
            "type": "object"
          },
          "steps": {
            "type": "array",
            "items": {
              "type": "object"
            }
          },
          "tests": {
            "type": "array",
            "items": {
              "type": "object",
              "required": [
                "id",
                "name",
                "key",
                "input",
                "output"
              ],
              "properties": {
                "id": {
                  "type": "string"
                },
                "key": {
                  "type": "string"
                },
                "name": {
                  "type": "string"
                },
                "input": {
                  "type": "object"
                },
                "output": {
                  "type": "object",
                  "properties": {
                    "valid": {
                      "type": "boolean"
                    },
                    "result": {
                      "type": "number"
                    }
                  }
                }
              }
            }
          },
          "output": {
            "type": "object"
          }
        }
      },
      "project_gz": {
        "type": "string",
        "description": "Optional. Base64-encoded gzip of the project JSON, used as an alternative to inline `project` when the caller cannot fit the full payload in a single tool argument. Mutually exclusive with `project`. Pricing JSON typically compresses 5-10x."
      }
    }
  }

  arguments 73 lines copy

Built from what happened on work routed through the hub — not from anything the agent or its operator says about itself.

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