Tally MCP Server

The Tally MCP server enables AI assistants like Claude to create and manage Tally forms using natural language commands. Instead of manually clicking through form builders, you can simply describe what you want and the AI will create your forms automatically.

Features

• Natural Language Form Creation: Create forms by describing what you need in plain English
• Form Management: Update existing forms, add/remove fields, modify settings
• OAuth Authentication: Secure connection without manual API key management
• API Key Support: Alternative authentication method for advanced users
• Real-time Updates: Modify forms and see changes immediately

Server Information

• Server URL: https://api.tally.so/mcp
• Status: Beta (subject to change)
• Authentication: OAuth (recommended) or API Key

Authentication Methods

Option 1: OAuth (Recommended)

The easiest way to connect is through OAuth. Many AI assistants support OAuth authentication for MCP servers:

1. Click the connect button or authorization link
2. Log in to your Tally account (if not already logged in)
3. Authorize the connection
4. The AI assistant will automatically configure the connection

Option 2: API Key

For manual configuration or AI assistants that don't support OAuth:

{
  "mcpServers": {
    "tally": {
      "type": "http",
      "url": "https://api.tally.so/mcp",
      "headers": {
        "Authorization": "Bearer YOUR_API_KEY_HERE"
      }
    }
  }
}

Configuration Examples

Claude Desktop (OAuth)

Claude Desktop supports OAuth authentication for HTTP MCP servers. Simply add the server URL: https://api.tally.so/mcp

API Key with mcp-remote

If you prefer to use an API key or encounter issues with direct HTTP support:

{
  "mcpServers": {
    "tally": {
      "command": "npx",
      "args": [
        "mcp-remote",
        "https://api.tally.so/mcp",
        "--header",
        "Authorization: Bearer YOUR_API_KEY_HERE"
      ]
    }
  }
}

Usage Examples

Creating a Simple Contact Form

Create a simple contact form

The AI assistant will automatically create a contact form with commonly expected fields based on its understanding of what a typical contact form should include.

Updating an Existing Form

We don't need the Company field, remove the consent checkbox and maybe add a captcha

The AI assistant will modify the form and save the changes.

Creating a Form with Specific Fields

Create a contact form with these specific fields:
- Name (required)
- Email (required)
- Phone (optional)
- Message (required)
- Captcha (required)

Updating an Existing Form by URL

Update this form https://tally.so/r/a1B2c3
- Remove the phone number field
- Also add a captcha
- Make company field optional

Key Capabilities

• Form Creation: Generate forms from natural language descriptions
• Field Management: Add, remove, and modify form fields
• Validation Rules: Set required fields and validation criteria
• Form Settings: Configure captcha, styling, and other options
• URL-based Updates: Modify existing forms by providing their Tally URLs

Use Cases

• Contact Forms: Quick contact form generation for websites
• Surveys: Create surveys and feedback forms
• Event Registration: Build registration forms for events
• Lead Generation: Create forms to capture leads
• Feedback Collection: Gather user feedback and reviews
• Data Collection: Collect specific information from users

Getting Started

1. Set up Authentication: Choose between OAuth (recommended) or API key
2. Configure MCP Server: Add the Tally server to your AI assistant's configuration
3. Start Creating: Use natural language to describe the forms you need
4. Iterate: Refine forms through follow-up commands

API Reference

The Tally MCP server provides access to Tally's comprehensive API including:

• Forms: Create, read, update, and delete forms
• Questions: Manage form fields and questions
• Submissions: Access form responses and data
• Workspaces: Organize forms within workspaces
• Webhooks: Set up real-time notifications

Documentation

For complete API documentation and advanced features, visit: Tally Developer Docs

Notes

• The Tally MCP server is currently in beta and subject to change
• OAuth authentication is recommended for the best user experience
• Forms created through the MCP server are fully functional Tally forms
• All standard Tally features are available through the MCP interface