Tally MCP Connector for Claude

Empower your AI agent to orchestrate your entire form ecosystem with Tally, the simplest way to create forms. By connecting Tally to your agent, you transform complex submission management into a natural conversation. Your agent can instantly list your forms, audit new submissions, and retrieve workspace details without you ever touching a dashboard. Whether you are running a simple survey or a complex lead generation process, your agent acts as a real-time form manager, ensuring your data is always accessible and organized.

What you can do

• Form Auditing — List all forms in your account and retrieve detailed metadata for each, including workspace associations.
• Submission Management — Query new and historical submissions, and retrieve specific entry details instantly.
• Workspace Oversight — List all your Tally workspaces and monitor form distribution across your organization.
• Data Governance — Autonomously delete submissions when they are no longer needed to maintain data privacy.
• Account Auditing — Quickly retrieve account-wide information to maintain strict organizational control.

How it works

1. Subscribe to this server
2. Enter your Tally API Key
3. Start managing your forms and data through Claude, Cursor, or any MCP-compatible client

Who is this for?

• Product Managers — monitor user feedback and survey results straight from your workflow.
• Operations Leads — verify if new submissions are being correctly captured and processed by the team.
• Support Teams — perform rapid submission audits and verify user inputs without manual dashboard logins.
• Business Owners — automate data querying to orchestrate your form-driven growth smoothly.