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For agents

Your AI agent, with Salli’s figures.

Connect the AI you already pay for. It reasons; Salli computes.

MCP

What your agent can and can’t do

Your AI agent Claude, Claude Code, ChatGPT MCP Approved by you, on Salli’s consent page Salli IT CAN Read your figures Run and compare scenarios Walk you through a decision Sort imports for your approval Draft and propose tax rules IT CAN’T Activate your tax rules Do the maths itself Change a recorded decision Your AI agent Claude, Claude Code, ChatGPT MCP Approved by you, on Salli’s consent page Salli IT CAN Read your figures Run and compare scenarios Walk you through a decision Sort imports for your approval Draft and propose tax rules IT CAN’T Activate your tax rules Do the maths itself Change a recorded decision

What the prompts ask of it

  • Quote only Salli’s figures
  • Name no product, provider, fund or security
  • Mention your holdings; never suggest or compare securities
  • A licensed professional for regulated advice

The prompts and your AI The test that holds them to it

Connect

Switch it on, add it, approve it.

Claude’s apps need your Salli on the internet over HTTPS; Claude Code also works on localhost.

Step by step, for each app

salli mcp enable
claude mcp add --transport http salli https://<your-salli>/mcp
salli mcp connections
salli skills install  # into ~/.claude/skills, where Claude Code finds them

Other ways in

Or script it yourself.