The Model Context Protocol (MCP) lets you build Tally forms and retrieve forms or submissions
using natural language through AI assistants like Claude.
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:
Click the connect button or authorization link
Log in to your Tally account (if not already logged in)
Authorize the connection
The AI assistant will automatically configure the connection
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.
Open Claude Desktop (or claude.ai in your browser) and navigate to Customize > Connectors > Add custom connector from the sidebar on the left.
Give the connector a name and the Tally MCP server URL.
https://api.tally.so/mcp
Click “Add” to save the connector.
Restart Claude Desktop
The first time you use the Tally MCP server, Claude will open an OAuth flow to authenticate with your Tally account.
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.
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.
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 On a live form, changes to questions and content (including the logo, cover image and submit button text) stay unpublished until you ask the assistant to publish them, while settings and other styling apply at once.
Configuring the Tally MCP server using OAuth with Claude
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