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

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What is MCP?

The Model Context Protocol (MCP) lets you build Tally forms using natural language through AI assistants like Claude. Instead of clicking through form builders, you can simply tell Claude what you want and it will create your forms for you.

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Server URL

The Tally MCP server is available at:
Terminal
https://api.tally.so/mcp

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Authentication

The Tally MCP server supports two authentication methods: 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

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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.

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Configuration Examples

For AI assistants that support OAuth authentication for MCP servers, simply add the server URL: https://api.tally.so/mcp. The AI assistant will handle the OAuth flow automatically when you first use the Tally MCP server.

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Manual API Key Configuration

If your AI assistant doesn’t support OAuth or you prefer to use an API key: 
{
  "mcpServers": {
    "tally": {
      "type": "http",
      "url": "https://api.tally.so/mcp",
      "headers": {
        "Authorization": "Bearer YOUR_API_KEY_HERE"
      }
    }
  }
}

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Claude Desktop

Claude Desktop supports OAuth authentication for HTTP MCP servers. You can use either OAuth or API key authentication.

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API Key with mcp-remote

If you prefer to use an API key or if you encounter issues with direct HTTP support, you can use the mcp-remote package: 
{
  "mcpServers": {
    "tally": {
      "command": "npx",
      "args": [
        "mcp-remote",
        "https://api.tally.so/mcp",
        "--header",
        "Authorization: Bearer YOUR_API_KEY_HERE"
      ]
    }
  }
}

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Example Usage

Once configured, you can ask your AI assistant to create forms using natural language. Here are some examples:

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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.

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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 assisant should correctly modify the form and save it.

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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 form with the specified fields and save it.

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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, make the requested changes, and save the updated version.

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Example usage with Claude

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Configuring the Tally MCP server using OAuth with Claude