T

Tally

Create Tally forms and pull forms and submissions in natural language.

Works with: Claude DesktopClaude CodeCursorWindsurf

How to install the Tally MCP server

Add this to your Claude Desktop MCP configuration:

Remote server (beta). Add https://api.tally.so/mcp to your client (OAuth or Bearer API key).

Add this to your Claude Code MCP configuration:

Remote server (beta). Add https://api.tally.so/mcp to your client (OAuth or Bearer API key).

Add this to your Cursor MCP configuration:

Remote server (beta). Add https://api.tally.so/mcp to your client (OAuth or Bearer API key).

Add this to your Windsurf MCP configuration:

Remote server (beta). Add https://api.tally.so/mcp to your client (OAuth or Bearer API key).

Built by ContextBoltThis directory is built by ContextBolt: MCP-native memory and SEO tools that run alongside Tally in the same client.

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Tally’s MCP server lets an AI agent build Tally.so forms and pull back forms or submissions using plain language. Instead of clicking through the form builder, you can describe the fields you want and read responses directly in Claude, Cursor, or Windsurf. It suits no-code builders who live in Tally and want a faster way to spin up and review forms.

Why use it

The draw is speed for routine form work. You can scaffold a form from a sentence, then query submissions without exporting a CSV or opening the dashboard. For anyone running surveys, waitlists, or intake forms, that shortens the loop between idea and shipped form, and makes checking results a quick question.

What it actually does

  • ‘Create a contact form with name, email, and a message field.’
  • ‘List all forms in my Tally workspace.’
  • ‘Show me the latest submissions for my beta waitlist.’

It creates forms and retrieves forms and their submissions from your account.

Gotchas

This is Tally.so, the online form builder, not TallyPrime the accounting and ERP software; they are unrelated products with a shared name. The server is Tally’s official remote offering but still in beta, so expect rough edges and changes. You connect at api.tally.so/mcp using OAuth or a Bearer API key. Complex logic like conditional branching and detailed styling is often easier to finish in the visual editor.

Built by ContextBolt

This directory is built by ContextBolt

We build MCP-native tools that give your AI the context it cannot reach on its own. Bookmarks turns your saved posts into agent-queryable memory. SEO puts live keyword and ranking data inside Claude. Both run alongside Tally in the same client.

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Tally MCP server: FAQs

Is this related to TallyPrime accounting software?

No. This is Tally.so, the online form builder. TallyPrime is a separate accounting and ERP product that happens to share the Tally name.

Is it official and stable?

It is Tally's official remote MCP server, but it is currently in beta. Expect some rough edges and changes while it matures.

How do I authenticate?

You connect at api.tally.so/mcp using either OAuth or a Bearer API key, depending on how your client handles remote servers.

Can it read form submissions?

Yes. You can list forms and pull back their submissions in natural language, which is useful for quick checks without exporting data.

Should I build complex forms entirely through it?

It is great for scaffolding and reviewing forms. For conditional logic and fine styling, finishing in Tally's visual editor is often quicker.