Tally MCP

Connect Tally to your AI agents using the Model Context Protocol (MCP), enabling seamless integration with tally.so's services through standardized interfaces.

  • tally.so

    Load Tally Tools

    Dynamically load Model Context Protocol (MCP) tools for comprehensive Tally form and survey management. Note: Do not call this ability if Tally MCP tools are already loaded and available.
    tally
    mcp
  • tally.so

    List Forms

    Get a paginated list of all forms in your Tally account
    tally
    form
    list
  • tally.so

    Get Form

    Retrieve details of a specific form by its ID
    tally
    form
    fetch
  • tally.so

    List Form Questions

    Get all questions/fields defined in a form
    tally
    form
    question
    list
  • tally.so

    List Form Blocks

    Get all blocks (content elements) in a form
    tally
    form
    block
    list
  • tally.so

    List Form Submissions

    Get all submissions for a specific form with optional filtering
    tally
    form
    submission
    list
  • tally.so

    Get Submission

    Retrieve a specific form submission by its ID
    tally
    form
    submission
    fetch
  • tally.so

    Get Current User

    Retrieve information about the currently authenticated user
    tally
    user
    me
  • tally.so

    List Workspaces

    Get a list of all workspaces in your Tally account
    tally
    workspace
    list
  • tally.so

    Get Workspace

    Retrieve details of a specific workspace by its ID
    tally
    workspace
    fetch
  • tally.so

    List Webhooks

    Get a list of all webhooks configured in your account
    tally
    webhook
    list
  • tally.so

    List Webhook Events

    Get a list of events for a specific webhook
    tally
    webhook
    event
    list
  • tally.so

    List Organization Users

    Get a list of all users in an organization
    tally
    organization
    user
    list
  • tally.so

    List Organization Invites

    Get a list of pending invites for an organization
    tally
    organization
    invite
    list
  • What is Tally MCP?

    The Model Context Protocol (MCP) is an open standard that provides a unified way for AI applications to connect with external tools and data sources. Instead of building custom integrations for every service, MCP provides a standardized interface that allows AI models to discover available tools, understand their capabilities, and execute them safely and securely.

    With Tally MCP integration, you can:

    • Dynamically discover tools: Your AI agents automatically find and understand Tally's available capabilities through the MCP server
    • Standardized integration: Use a consistent protocol instead of learning platform-specific APIs
    • Real-time capabilities: Tools are loaded and executed on-demand during conversations
    • Secure execution: Maintain proper authentication and isolation through ChatBotKit's MCP implementation
    • No custom coding: Leverage Tally's functionality without writing integration code

    How Tally MCP Works

    ChatBotKit's MCP action provides a powerful way to dynamically extend your AI agent's capabilities by loading tools from Tally's MCP server.

    Connect to MCP Server

    ChatBotKit establishes a connection to Tally API endpoints, initiating secure communication.

    Discover Available Tools

    The system automatically discovers all available Tally tools and their schemas through the MCP protocol.

    Load Tool Definitions

    Tool definitions are loaded into your conversation context, making them available to your AI agent.

    Execute Securely

    Your AI uses these tools as if they were native abilities, with secure execution and proper authentication.