Tally MCP Server

Official Tally MCP server for building forms, editing fields, listing workspace forms, and retrieving submissions with AI assistants.

Collaboration by Tally OAuth2 active

Connect (Remote Server) Docs

Overview

The Tally MCP server is the official Model Context Protocol integration from Tally.so, the form builder. It lets AI assistants like Claude, ChatGPT, Cursor, and other MCP clients create new forms from natural language descriptions, edit existing forms (adding, removing, or updating fields and settings), browse forms across workspaces, and retrieve submission data for analysis.

The server is hosted by Tally at https://api.tally.so/mcp and is currently in beta. It supports OAuth (recommended) and API key (Bearer token) authentication. According to Tally's docs, the server exposes 20+ tools covering form creation, editing, workspace management, and submission retrieval. Per Tally's privacy guidance, submission data is only loaded when explicitly requested by the user, and the server does not currently allow deleting forms or submissions.

Tally MCP is free on all plans and works with any MCP-compatible client. It is positioned for survey analysis, intake forms, feedback collection, NPS scoring, and qualitative analysis at scale where the AI agent reads form responses and surfaces themes or sentiment.

Tools

Tool	Description
`Create form`	Build a new Tally form from a natural language description, including specified fields, validation rules, and settings.
`Update form`	Modify an existing form by adding, removing, or editing fields and settings.
`List forms`	List forms across accessible workspaces with optional filters such as name, status, or recency.
`Get form`	Retrieve full details for a specific form, including fields and configuration.
`List submissions`	Fetch submissions for a given form with optional filters for completion status and date range.
`Workspace management`	List and inspect workspaces the authenticated user has access to.

Setup Guide

Prerequisites

A Tally account (free plans work; MCP is available on all plans)
An MCP-compatible client such as Claude Desktop, Claude Code, Cursor, ChatGPT, Windsurf, Zed, Cline, or Continue
Either a Tally account ready to authenticate via OAuth, or a Tally API key in the format tly-xxxx

Server URL

https://api.tally.so/mcp

Claude Desktop / claude.ai

Go to Customize > Connectors > Add custom connector, paste the server URL, and restart. Authenticate via the OAuth flow when prompted.

Claude Code CLI

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

Cursor (and similar clients)

Add to your MCP config:

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

Replace YOUR_API_KEY_HERE with a Tally API key (tly-xxxx). For clients that support OAuth-based remote MCP servers, you can omit the headers and authorize through the client's built-in OAuth flow instead.

Use Cases

Generate a new Tally form from a plain-English brief (e.g. client intake with company, scope, budget, timeline) without opening the Tally UI
Iterate on existing forms conversationally, such as removing a phone field or adding a CAPTCHA, and saving the updated version
Pull submissions for a customer feedback form within a date range and produce charts, NPS scores, or completion-rate metrics
Run qualitative analysis at scale: read hundreds of open-ended responses and surface top recurring themes or sentiment
List and audit forms across workspaces, filtering by status or last updated date to find stale or unpublished forms

Example Prompts

"Create a contact form with Name (required), Email (required), Company, and a message field."
"Update the form at https://tally.so/r/a1B2c3: remove the phone number field and add a consent checkbox."
"Show me all completed submissions for https://tally.so/r/a1B2c3 from January 2026 and chart responses by week."
"List my 10 most recently updated published forms across all workspaces."
"Calculate the NPS score from my latest customer satisfaction survey and summarize the top 5 recurring suggestions from the open-ended responses."

Pros

Official server hosted by Tally at https://api.tally.so/mcp, no self-hosting required
Supports OAuth and API key auth and works with any MCP-compatible client (Claude, Cursor, ChatGPT, Windsurf, Zed, Cline, Continue)
Free on all Tally plans with no separate add-on
Covers full workflow from form creation to editing to submission analysis

Limitations

Currently in beta and subject to change
Cannot delete forms or submissions (read/create/update only)
Public docs do not enumerate the exact tool names and parameters; you discover them through the client's tool listing

Alternatives

Typeform: Has a community-maintained MCP server for form and response access; no official remote MCP server at this time.
Google Forms via Google Workspace MCP: Community MCP servers expose Forms creation and response retrieval through the Google APIs.
Airtable MCP server: If you store form responses in Airtable, the official Airtable MCP integration covers similar analysis use cases.