Bluetally MCP Server

BlueTally

BlueTally is a cloud-based asset management platform for tracking physical and digital assets across an organization. It covers the full asset lifecycle: procurement, assignment, auditing, and disposal.

Data Model

• Tenants are the top-level organizational boundary. All assets and employees belong to a single tenant. A connection targets one tenant.
• Assets represent tracked items (laptops, monitors, software licenses, vehicles, etc.). Each asset has an internal numeric ID, a user-facing asset ID, serial number, status, category, product type, location, department, supplier, depreciation schedule, deployment history, audit dates, and custom fields.
• Employees are people within the tenant who can be assigned assets, accessories, consumables, and licenses. Each employee has a name, email, title, location, department, manager, and custom fields.
• Setup entities (referenced by ID): Products, categories, statuses, locations, departments, suppliers, manufacturers, and depreciations.

Capabilities

• Retrieve a full inventory of tracked assets with filtering by name, serial, category, status, location, department, or assigned employee email. Supports sorting and offset-based pagination.
• Retrieve a single asset by its internal ID, returning full details including deployment history, audit/maintenance dates, and custom fields.
• Create new assets with a user-facing asset ID, product type, and status. Optionally set serial, warranty, purchase info, location, department, supplier, and custom fields.
• Update existing assets by internal ID — modify any field including status, location, department, or notes.
• Permanently delete an asset by internal ID (irreversible).
• List all employees with filtering by name, email, title, location, department, or manager. Supports sorting and offset-based pagination.
• Retrieve a single employee by internal ID, including counts and IDs of assigned assets, accessories, consumables, and licenses.
• Create new employees with name and email. Optionally set title, location, department, manager, notes, archived status, and custom fields.
• Update existing employees by internal ID — modify any field.
• Permanently delete an employee by internal ID (irreversible).
• Manage categories, products, locations, departments, suppliers, and manufacturers with create, update, retrieve, list, and delete operations.
• Read statuses and depreciation policies for valid asset and product setup choices.

Workflow Patterns

1. Inventory audit: Pull the complete asset list, review statuses and assignments, cross-reference with the employee roster.
2. Asset assignment review: List employees, then list assets sorted by assignment to find unassigned or over-allocated equipment.
3. Setup discovery: Read statuses, categories, products, locations, departments, suppliers, manufacturers, and depreciations before creating assets so referenced IDs are valid. If no status is specified when creating an asset, the first available status is used.
4. Paginated export: Use offset-based pagination to iterate through large asset, employee, and setup datasets for downstream reporting.
5. Asset provisioning: Create a category and product if needed, then create assets with product and status IDs and update with location and department once deployed.
6. Employee onboarding/offboarding: Create employee records for new hires, assign assets to them. Archive or delete employee records on departure.
7. Bulk update: List assets filtered by status or category, then update each one individually (e.g. change location after an office move).