Tally

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Create and edit Tally forms and analyze submissions

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What can you do with Tally MCP?

  • Create forms from natural language — Ask your assistant to build a contact form with fields you specify, and it will generate a private draft.
  • Edit existing forms — Request changes like removing fields or adding a captcha to a form by sharing its URL.
  • Publish or update live forms — Ask to publish a draft, or make changes to questions and content on a published form that stay unpublished until you approve.
  • Fetch form submissions — Ask for completed submissions from a form URL, optionally filtered by status or date range.
  • List and filter forms — Ask to see your forms across workspaces, filtered by name, status, or recency, with key details like URL and last updated date.

Documentation

MCP server

Build Tally forms and list forms or submissions using AI assistants via the Model Context Protocol

The Tally MCP server is currently in beta and subject to change.

What is MCP?

The Model Context Protocol (MCP) lets you build Tally forms and retrieve forms or submissions using natural language through AI assistants like Claude.

Server URL

The Tally MCP server is available at:

https://api.tally.so/mcp

Authentication

The Tally MCP server supports two authentication methods:

Option 1: OAuth (Recommended)

The easiest way to connect is through OAuth. Many AI assistants support OAuth authentication for MCP servers, allowing you to connect with just a few clicks without manually managing API keys.

When your AI assistant prompts for OAuth authentication:

  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

You can also authenticate using an API key in the Authorization header:

Authorization: Bearer tly-xxxx

Learn more about how to get your API key.

Configuration

Claude Desktop

This method works for Claude Desktop and claude.ai, and applies across all Claude apps that support connectors, including Claude Chat, Claude Code, and Claude Cowork.

  1. Open Claude Desktop (or claude.ai in your browser) and navigate to Customize > Connectors > Add custom connector from the sidebar on the left. Claude connectors
  2. Give the connector a name and the Tally MCP server URL.
https://api.tally.so/mcp
  1. Click "Add" to save the connector. Add Tally MCP connector
  2. Restart Claude Desktop
  3. The first time you use the Tally MCP server, Claude will open an OAuth flow to authenticate with your Tally account.

Claude Code CLI

To connect Claude Code to the Tally MCP server, run the following command in your terminal:

claude mcp add tally --transport http https://api.tally.so/mcp

Claude Code will handle the OAuth flow automatically when you first use the Tally MCP server. You can verify the connection by running the /mcp command inside Claude Code.

Cursor

  1. Open Cursor Settings > Tools & MCP
  2. Click New MCP Server
  3. Paste the following JSON to configure the Tally MCP server:
{
  "mcpServers": {
    "tally": {
      "url": "https://api.tally.so/mcp",
      "headers": {
        "Authorization": "Bearer YOUR_API_KEY_HERE"
      }
    }
  }
}

Example Usage

Once configured, you can ask your AI assistant to create forms using natural language. Here are some 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. New forms stay private drafts until you ask the assistant to publish them.

Updating the Contact Form

If the generated form isn't exactly what you wanted, you can easily modify it by following up:

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

The AI assistant should correctly modify the form. Every change is saved right away.

Creating a form with specific fields

Alternatively, you can be explicit about exactly what fields you want:

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

The AI assistant should create a draft form with the specified fields. Ask it to publish the form when you want to share it.

Updating an existing form

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

The AI assistant will use the MCP tools to load your form and make the requested changes. On a live form, changes to questions and content (including the logo, cover image and submit button text) stay unpublished until you ask the assistant to publish them, while settings and other styling apply at once.

Fetching form submissions

You can fetch submissions for any form, with optional filters for status and date range:

Show me all completed submissions for https://tally.so/r/a1B2c3 from January 2025

The AI assistant will fetch and display the matching submissions for your form, including question labels and response data.

Listing forms

You can list forms across your accessible workspaces and ask for filtering by name, status, or recency:

Show my 10 most recently updated published forms

The AI assistant will call the MCP list forms tool and return matching forms with key details such as form name, URL, status, and last updated date.

Example usage with Claude

Configuring the Tally MCP server using OAuth with Claude This documentation is built and hosted on Mintlify, a developer documentation platform.