Ptally

• get_docs — 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,
• get_schema — Fetch the full JSON schema for Ptally project config files. Use to check exact field requirements, allowed step types, and property constraints.
• validate_project — Server-side schema validation of a project config. Returns { valid: true/false, errors: [...] } with the JSON path, keyword, and message for each issue. Prefer
• get_starter — 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
• get_projects — List every project stored on this self-host instance. Returns `{ count, projects: [{ project_reference, name, description }] }`. Descriptions are truncated to 1
• get_project — 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
• get_quotes — List quotes stored on this self-host instance, newest first (`direction: "asc"` for oldest first). Filter by `project_reference` (from get_projects), `version_r
• get_quote — Review one quote in a standard shape, from a stored `quote_reference` (get_quotes) or a pasted `quote` — the dashboard's Copy JSON, a POST /quotes or run_quote
• amend_quote — Amend a SAVED quote (a quote_reference from get_quotes): its price (`result`), and optionally `valid` or `sold`, with a required `reason`. Logged in the quote's
• run_quote — Price a quote against a stored project: a dry run by default, saved only with `save: true`. Takes `project_reference`, an optional `version_reference` (defaults
• run_version_tests — 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
• patch_version — 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 (__contex
• get_health — 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, boo

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