Tally MCP Server

A Model Context Protocol (MCP) server that provides AI assistants with secure access to Tally.so form management capabilities.

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About

Tally MCP Server brings the power of Tally.so form management directly into your AI workflow. Instead of context-switching between your AI assistant and Tally's web interface, simply describe what you need in natural language and let the AI handle all the API interactions.

Why This Exists

Form creation and management shouldn't break your flow. Whether you're a developer creating test forms, a content creator building registration pages, or anyone who finds themselves constantly jumping between tools, this MCP server keeps you in the conversation.

Key Features

🎯 Natural Language Form Management

• Create forms by describing what you need: "Build a client intake form with name, email, and project details"

• Update existing forms without opening the Tally interface

• Clone successful forms as templates for future use

🛡️ Safety-First Bulk Operations

• Delete multiple forms using pattern matching ("all forms starting with 'E2E Test'")

• Mandatory preview → confirm → execute workflow prevents accidents

• Granular exclusion controls ("delete all test forms except these 3 templates")

📊 Complete Form Lifecycle

• Real-time response analytics and completion rates

• Export submissions to CSV/JSON

• Team management and permission controls

• Workspace organization tools

⚡ Developer Experience

• Built in TypeScript with full type safety

• Deployed on Cloudflare Workers for global speed

• 90% test coverage

• Works with Claude Desktop, Cursor, Windsurf, and any MCP-compatible client

Perfect For

• Developers who create lots of test forms and need easy cleanup

• Content creators building registration forms for workshops and events

• Teams managing multiple form projects across workspaces

• Anyone tired of clicking through form builders when they could just describe what they want

Transform form management from a context-breaking chore into a seamless part of your AI-powered workflow.

🚀 Quick Start

Step 0 – Create a discounted Tally account (optional)

If you don't already have a Tally account, grab the 50% builder's discount before continuing. You'll support this repo while saving money—win‑win!

Option 1: Claude.ai Integration (Recommended)

Use the battle-tested mcp-remote package:

Claude Desktop Configuration (~/Library/Application Support/Claude/claude_desktop_config.json):

Replace YOUR_AUTH_TOKEN with your personal server authentication token.

Option 2: Direct Integration (Cursor, etc.)

For clients that support custom headers:

Option 3: Local Proxy (Alternative)

If you prefer a custom solution:

1. Start the local proxy:

   npm run proxy

2. Configure Claude.ai:

   • Server URL: http://localhost:3001/mcp

   • Transport: http-stream

   • Authentication: None

🔧 Configuration

The server uses your personal authentication token to securely access your Tally data.

Required Environment Variables:

• TALLY_API_KEY: Your Tally API key (configured in Cloudflare Workers)

• AUTH_TOKEN: Server authentication token (configured in Cloudflare Workers)

🛡️ Security

• ✅ Server-level authentication: Only authorized users can access your data

• ✅ Secure bridge: mcp-remote handles authentication transparently

• ✅ Encrypted transport: All communications use HTTPS

• ✅ Token-based auth: Industry standard Bearer token approach

🛠️ Available Tools

• create_form: Create new Tally forms with custom fields

• modify_form: Update existing form configurations

• get_form: Retrieve detailed form information

• list_forms: Browse all your forms

• delete_form: Remove forms you no longer need

• get_submissions: Access form submission data

• analyze_submissions: Get insights from form responses

• share_form: Generate sharing links and embed codes

• manage_workspace: Handle workspace settings

• manage_team: Team member and permission management

📱 Multi-Client Support

Supported MCP Clients:

• ✅ Claude.ai (via mcp-remote)

• ✅ Cursor (direct authenticated or via mcp-remote)

• ✅ Windsurf (via mcp-remote)

• ✅ Any MCP client supporting HTTP Stream transport

🔄 Development

Local Development

Testing

Continuous Integration

In your CI (e.g., GitHub Actions), run:

Jest enforces a >90% coverage threshold via jest.config.js, causing the build to fail if coverage is below this level.

Deployment

📚 Documentation

• MCP Protocol: Model Context Protocol

• Tally API: Tally Developer Documentation

• Cloudflare Workers: Workers Documentation

• mcp-remote: NPM Package

🤝 Contributing

1. Fork the repository

2. Create a feature branch

3. Make your changes

4. Add tests

5. Submit a pull request

📄 License

MIT License - see LICENSE file for details.

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