Tally MCP

<!-- Generated by SpecStory --> # Tally form tool analysis and debugging (2025-06-17 16:39:17) _**User**_ I've just completed some real world testing with Claude.ai desktop. There are issues preventing the MCP server from being used in production presently. I asked Claude to create a detailed analysis along with our expectations of how the tools should function, what tally is expecting in the API interaction, and any testing steps I could think of. Please analyze and formulate a plan adding next steps to taskmaster so we can get this project working once and for all. ---- # Tally create_form Tool Analysis & Debugging Guide ## Current Behavior Observed ### What the `create_form` Tool Currently Does - **Successfully creates forms** - Returns valid form IDs and API responses indicate success - **Accepts simple field definitions** - Takes straightforward field objects like: ```json { "type": "text", "label": "What is your name?", "required": true } ``` - **Sets status properly** - DRAFT status is correctly applied - **Handles descriptions** - Form descriptions appear correctly in the Tally interface - **Returns proper metadata** - Form ID, timestamps, workspace info all correct ### What's NOT Working - **Title remains "Untitled"** - Despite sending title parameter, forms show as "Untitled" in interface - **Fields show as "undefined"** - All form fields appear as empty "undefined" fields in the Tally interface - **Field conversion failing** - Simple field definitions aren't being converted to Tally's block structure ## What Tally's API Actually Expects Based on the API documentation at `https://developers.tally.so/api-reference/endpoint/forms/post`, Tally expects: ### Complex Block Structure ```json { "blocks": [ { "uuid": "3c90c3cc-0d44-4b50-8888-8dd25736052a", "type": "FORM_TITLE", "groupUuid": "3c90c3cc-0d44-4b50-8888-8dd25736052a", "groupType": "FORM_TITLE", "payload": { "html": "<string>", // ... other properties } }, { "uuid": "different-uuid-here", "type": "INPUT_TEXT", // or other field types "groupUuid": "group-uuid", "groupType": "INPUT_TEXT", "payload": { // Field-specific configuration } } ] } ``` ### Required Block Types - **FORM_TITLE** - For the form title/header - **INPUT_TEXT** - For text fields - **DROPDOWN** - For select fields - **MULTIPLE_CHOICE** - For radio buttons - **CHECKBOXES** - For checkbox fields - **TEXTAREA** - For long text fields - **INPUT_EMAIL** - For email fields - **INPUT_NUMBER** - For number fields ### UUID Requirements - Each block needs a unique UUID - Group UUIDs link related elements - UUIDs must be properly formatted (UUID v4) ## What We Expected to Happen ### Ideal User Experience 1. **Pass simple field definitions** like: ```json { "title": "My Form", "description": "Form description", "fields": [ {"type": "text", "label": "Name", "required": true}, {"type": "email", "label": "Email", "required": true}, {"type": "select", "label": "Choice", "options": ["A", "B", "C"]} ] } ``` 2. **Tool automatically converts** simple definitions to complex Tally block structure 3. **Form appears correctly** in Tally interface with: - Proper title (not "Untitled") - All fields showing with correct labels - Proper field types and configurations - Required field indicators working ### Expected Field Type Mapping - `text` → `INPUT_TEXT` block - `email` → `INPUT_EMAIL` block - `number` → `INPUT_NUMBER` block - `textarea` → `TEXTAREA` block - `select` → `DROPDOWN` block - `radio` → `MULTIPLE_CHOICE` block - `checkbox` → `CHECKBOXES` block ## Debugging Steps Needed ### 1. Investigate Block Conversion - Check if the tool is generating UUIDs for each block - Verify block type mapping is correct - Ensure payload structure matches Tally expectations ### 2. Title Handling - Verify if title needs to be in a separate `FORM_TITLE` block - Check if title should be in `payload.html` field - Investigate why title parameter isn't being processed ### 3. Field Processing - Debug the field-to-block conversion logic - Verify option handling for select/radio/checkbox fields - Check required field implementation ### 4. API Response Analysis - Compare successful manual form creation vs tool creation - Check if there are missing required fields in block structure - Verify UUID generation and formatting ## Test Cases to Implement ### Minimal Working Form Create the simplest possible form that works: ```json { "title": "Test", "fields": [{"type": "text", "label": "Name"}] } ``` ### Progressive Complexity 1. Single text field 2. Text + email fields 3. Add select field with options 4. Add required field indicators 5. Full complex form ## Key Questions for Investigation 1. **Are UUIDs being generated properly?** 2. **Is the FORM_TITLE block being created?** 3. **Are field payload structures complete?** 4. **Do block groupings match Tally expectations?** 5. **Are we missing any required block properties?** ## Expected Fix Areas ### Block Structure Generation The tool likely needs to: - Generate proper UUIDs for each block - Create a FORM_TITLE block for the title - Map simple field types to correct Tally block types - Build proper payload structures for each field type ### Title Handling - Move title from top-level parameter to FORM_TITLE block - Format title as HTML in payload.html field - Ensure proper block structure for title display ### Field Conversion Logic - Implement proper mapping from simple field definitions to Tally blocks - Handle options arrays for select/radio/checkbox fields - Add proper validation and required field indicators ----- --- _**Assistant**_ --- <details> <summary>Listed directory .taskmaster • **7** results</summary> | Name | |-------| | 📄 `state.json` | | 📁 `.taskmaster` | | 📄 `config.json` | | 📁 `tasks` | | 📁 `reports` | | 📁 `docs` | | 📁 `templates` | </details> --- <details> <summary>Listed directory .taskmaster/tasks • **33** results</summary> | Name | |-------| | 📄 `tasks.json` | | 📄 `task_025.txt` | | 📄 `task_026.txt` | | 📄 `task_027.txt` | | 📄 `task_028.txt` | | 📄 `task_029.txt` | | 📄 `task_030.txt` | | 📄 `task_031.txt` | | 📄 `task_017.txt` | | 📄 `task_018.txt` | | 📄 `task_019.txt` | | 📄 `task_020.txt` | | 📄 `task_021.txt` | | 📄 `task_022.txt` | | 📄 `task_023.txt` | | 📄 `task_024.txt` | | 📄 `task_010.txt` | | 📄 `task_011.txt` | | 📄 `task_012.txt` | | 📄 `task_013.txt` | | 📄 `task_014.txt` | | 📄 `task_015.txt` | | 📄 `task_016.txt` | | 📄 `task_006.txt` | | 📄 `task_007.txt` | | 📄 `task_008.txt` | | 📄 `task_009.txt` | | 📄 `task_001.txt` | | 📄 `task_002.txt` | | 📄 `task_003.txt` | | 📄 `task_004.txt` | | 📄 `task_005.txt` | | 📄 `tasks.json.bak` | </details> --- --- <details> <summary>Searched codebase "next_task" • **25** results</summary> | File | Lines | |------|-------| | `.roo/rules/dev_workflow.md` | L114-145 | | `.roo/rules/dev_workflow.md` | L31-44 | | `.windsurfrules` | L1149-1177 | | `.windsurfrules` | L195-223 | | `.windsurfrules` | L672-700 | | `.roo/rules-boomerang/boomerang-rules` | L128-142 | | `.cursor/rules/dev_workflow.mdc` | L107-129 | | `.cursor/rules/dev_workflow.mdc` | L31-43 | | `.roo/rules/taskmaster.md` | L102-128 | | `.cursor/rules/taskmaster.mdc` | L102-128 | | `.roo/rules/dev_workflow.md` | L175-201 | | `.roo/rules/dev_workflow.md` | L58-90 | | `.roo/rules/dev_workflow.md` | L221-239 | | `.roo/rules-boomerang/boomerang-rules` | L34-63 | | `.roo/rules/taskmaster.md` | L79-102 | | `.roo/rules-code/code-rules` | L46-61 | | `.roo/rules-debug/debug-rules` | L53-68 | | `.roo/rules-test/test-rules` | L46-61 | | `.roo/rules/dev_workflow.md` | L90-114 | | `.cursor/rules/dev_workflow.mdc` | L221-239 | | `.windsurfrules` | L182-195 | | `.cursor/rules/dev_workflow.mdc` | L43-56 | | `.windsurfrules` | L659-672 | | `.windsurfrules` | L1136-1149 | | `.cursor/rules/dev_workflow.mdc` | L184-201 | </details> --- --- <details> <summary>Grep search for "create_form" • **0** files</summary> No results found </details> --- --- <details> <summary>Grep search for "create_form" • **0** files</summary> No results found </details> --- --- <details> <summary>Grep search for "form creation" • **0** files</summary> No results found </details> --- --- Error calling tool 'grep_search'. --- --- <details> <summary>Grep search for "form creation" • **0** files</summary> No results found </details> --- --- Error calling tool 'codebase_search'. --- --- <details> <summary>Grep search for "type .*get_tasks" • **0** files</summary> No results found </details> --- --- Read file: .taskmaster/tasks/tasks.json --- --- <details> <summary>Grep search for "create form tool" • **0** files</summary> No results found </details> --- --- <details> <summary>Grep search for "create_form" • **0** files</summary> No results found </details> --- --- Read file: .taskmaster/tasks/tasks.json --- --- <details> <summary>Grep search for "create_form" • **7** files</summary> | File | Line | Match | |------|------|-------| | `file:///Users/cryophobic/dev/projects/tally-mcp/src/validation/validate-project-tools.ts` | L16 | `name: 'create_form',` | | `file:///Users/cryophobic/dev/projects/tally-mcp/src/validation/demo.ts` | L16 | `name: 'create_form',` | | `file:///Users/cryophobic/dev/projects/tally-mcp/src/worker.ts` | L52 | `name: 'create_form',` | | `file:///Users/cryophobic/dev/projects/tally-mcp/src/worker.ts` | L442 | `case 'create_form':` | | `file:///Users/cryophobic/dev/projects/tally-mcp/src/server.ts` | L1292 | `name: 'create_form',` | | `file:///Users/cryophobic/dev/projects/tally-mcp/src/__tests__/worker.test.ts` | L293 | `name: 'create_form',` | | `file:///Users/cryophobic/dev/projects/tally-mcp/src/__tests__/worker.test.ts` | L408 | `name: 'create_form',` | | `file:///Users/cryophobic/dev/projects/tally-mcp/src/__tests__/worker.test.ts` | L424 | `expect(responseData.toolName).toBe('create_form');` | | `file:///Users/cryophobic/dev/projects/tally-mcp/src/__tests__/worker.test.ts` | L429 | `name: 'create_form',` | | `file:///Users/cryophobic/dev/projects/tally-mcp/src/__tests__/worker.test.ts` | L444 | `const tools = ['create_form', 'modify_form', 'get_form', 'list_forms', 'delete_form'];` | | `file:///Users/cryophobic/dev/projects/tally-mcp/src/security-testing/tests/categories/AuthorizationTests.ts` | L34 | `{ jsonrpc: '2.0', method: 'create_form', params: { name: 'New Form' }, id: '1' },` | | `file:///Users/cryophobic/dev/projects/tally-mcp/src/security-testing/tests/categories/AuthorizationTests.ts` | L84 | `{ jsonrpc: '2.0', method: 'create_form', params: { name: 'New Form' }, id: '1' },` | | `file:///Users/cryophobic/dev/projects/tally-mcp/src/security-testing/tests/categories/AuthorizationTests.ts` | L34 | `{ jsonrpc: '2.0', method: 'create_form', params: { name: 'New Form' }, id: '1' },` | | `file:///Users/cryophobic/dev/projects/tally-mcp/src/security-testing/tests/categories/AuthorizationTests.ts` | L84 | `{ jsonrpc: '2.0', method: 'create_form', params: { name: 'New Form' }, id: '1' },` | </details> --- --- Read file: .taskmaster/tasks/tasks.json --- --- --- --- Read file: .taskmaster/tasks/tasks.json --- --- --- --- Here’s a concise action-plan that translates the analysis you (and Claude) produced into concrete, trackable work items in Task Master. I’ve written them so they can be copy-pasted directly with the `task-master add-task …` and `task-master add-subtask …` commands, but feel free to adjust wording or priorities before running them. ──────────────────────────────────────── HIGH-LEVEL GOAL Fix the `create_form` tool so that: 1. Form titles appear correctly (via a FORM_TITLE block). 2. Simple field definitions are converted into fully-valid Tally blocks. 3. All fields render properly in the Tally UI. 4. Robust tests (unit + integration) guarantee the behaviour. ──────────────────────────────────────── 1️⃣ ADD A PARENT TASK (task-master add-task) Prompt: ``` Fix create_form Tool: block conversion, FORM_TITLE handling, UUID generation & exhaustive testing Implement proper conversion of simple field specs (title, description, fields) into the complex Tally “blocks” JSON. Must: • build a FORM_TITLE block that displays the title • map simple types to Tally block types (text→INPUT_TEXT, email→INPUT_EMAIL …) • generate RFC-4122 v4 UUIDs & consistent groupUuid / groupType • construct correct payloads, including options arrays & required flags • insert blocks in the correct order • add pre-submission schema validation • update docs & examples Priority: high Depends-on: 3 # (Tally API client is complete) ``` ──────────────────────────────────────── 2️⃣ BREAK IT DOWN INTO SUBTASKS (you can let Task Master auto-expand, or paste these one-by-one) Example `task-master add-subtask --parent=<ID>` prompts: 1. *Audit current implementation* – locate all code paths that build blocks, list shortcomings. 2. *BlockBuilder utility* – central helper that creates blocks with valid UUIDs & group metadata. 3. *FORM_TITLE support* – ensure title becomes first block with payload.html set. 4. *Field-type mapping layer* – text/email/number/textarea/select/radio/checkbox → correct blocks. 5. *Schema validation* – zod schema that mirrors Tally’s blocks spec; validate before POST. 6. *Integrate into create_form tool* – plug the new BlockBuilder + validation in. 7. *Tests* – unit tests for BlockBuilder and conversion logic; integration tests hitting staging Tally to confirm rendered forms (title+fields correct). 8. *Docs & examples* – update README + code comments with new usage patterns. ──────────────────────────────────────── 3️⃣ SUGGESTED TEST CASES (subtasks 7) • Minimal form (title + single text field) • Progressive complexity (add email ⇒ select ⇒ required flag) • Invalid spec (missing label, bad type) should raise validation error. ──────────────────────────────────────── 4️⃣ VALIDATION / “DEFINITION OF DONE” All of the following must pass: • Jest unit tests (100 % for new code) • Integration tests create real drafts in a throw-away Tally workspace and assert via GET that: – title ≠ “Untitled” – every field label matches input • `npm run test` + `npm run lint` green • Updated docs committed ──────────────────────────────────────── 5️⃣ HOW TO ENTER THESE TASKS QUICKLY Example command sequence (replace `XX` with parent task id once Task Master returns it): ```bash # Parent task task-master add-task --prompt "$(cat <<'EOF' Fix create_form Tool: block conversion, FORM_TITLE handling, UUID generation & exhaustive testing Implement proper conversion of simple field specs into Tally blocks… Priority: high Depends-on: 3 EOF )" # Subtasks (repeat or script) task-master add-subtask --parent=XX --title="Audit current implementation" task-master add-subtask --parent=XX --title="Build BlockBuilder utility" task-master add-subtask --parent=XX --title="Add FORM_TITLE support" task-master add-subtask --parent=XX --title="Implement field-type mapping" task-master add-subtask --parent=XX --title="Add schema validation" task-master add-subtask --parent=XX --title="Integrate BlockBuilder into create_form" task-master add-subtask --parent=XX --title="Write unit & integration tests" task-master add-subtask --parent=XX --title="Update docs & examples" ``` Run `task-master generate` afterwards so the markdown task files are created. ──────────────────────────────────────── NEXT STEP FOR YOU 1. Paste the “parent task” prompt into `task-master add-task`. 2. Add the subtasks (manually or with `expand_task`). 3. Use `task-master next` to pick up the first subtask and start coding. Once the tasks exist, I can switch into code-mode and begin tackling the implementation details. Let me know if you’d like any tweaks to the task wording or priorities before we add them! --- _**User**_ Please add the above-mentioned tasks to taskmaster --- _**Assistant**_ I'll add these tasks to TaskMaster for you. Let me start by adding the parent task and then break it down into subtasks. --- --- Let me try a different approach and check the current tasks first: --- --- Now let me add the parent task with a simpler approach: ---