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.
• Supporting entities (referenced by ID): Products, Categories, Statuses, Locations, Departments, Suppliers, Manufacturers, 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).

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. Paginated export: Use offset-based pagination to iterate through large asset or employee datasets for downstream reporting.
4. Asset provisioning: Create assets for new equipment purchases, assign product type and status, then update with location and department once deployed.
5. Employee onboarding/offboarding: Create employee records for new hires, assign assets to them. Archive or delete employee records on departure.
6. Bulk update: List assets filtered by status or category, then update each one individually (e.g. change location after an office move).