Tally MCP

# Tally MCP Server: Complete Debugging & Testing Initiative ## Project Overview The Tally MCP (Model Context Protocol) server project has encountered critical issues requiring comprehensive root cause analysis, systematic testing, and resolution. This initiative will establish a robust debugging framework and comprehensive testing suite to identify and resolve all issues preventing proper operation. ## Current State & Problems - Project has "gone off the rails" with undefined critical failures - Previous debugging efforts documented in DEBUGGING_SUMMARY.md - SSE timeout problems and Cursor configuration issues previously identified - Cloudflare Workers deployment with potential transport layer issues - Unknown authentication, API integration, or protocol compliance problems ## Success Criteria ### Phase 1: Foundation Analysis (Critical Priority) 1. **Diagnostic Infrastructure**: All diagnostic tools operational and providing clear system health status 2. **Root Cause Identification**: Clear identification of primary failure modes causing system instability 3. **Environment Validation**: All configuration, environment variables, and dependencies verified as correct 4. **Basic Functionality**: MCP server starts, registers tools, and establishes connections successfully ### Phase 2: Comprehensive Testing (High Priority) 5. **API Integration**: All Tally.so API endpoints working with proper authentication and data transformation 6. **Protocol Compliance**: Full MCP specification compliance with proper JSON-RPC message handling 7. **Transport Layer**: Reliable SSE connections with proper timeout handling and recovery 8. **Client Integration**: Successful integration with MCP clients (Claude Desktop, Cursor) ### Phase 3: Production Readiness (Medium Priority) 9. **Performance**: System operates within acceptable performance parameters under normal and peak loads 10. **Reliability**: Error handling, recovery mechanisms, and monitoring infrastructure operational 11. **Security**: Authentication, authorization, and data protection mechanisms verified 12. **Maintainability**: Comprehensive test suite, documentation, and debugging tools available ## Technical Requirements ### Diagnostic Tools Required - **Health Check System**: Comprehensive server and tool functionality validation - **API Connectivity Tester**: Tally.so API endpoint testing with authentication validation - **Schema Validator**: MCP protocol compliance verification for all tools - **Connection Tester**: SSE connection establishment and maintenance testing - **Environment Validator**: Configuration and environment variable verification - **Performance Profiler**: Response time and resource usage monitoring - **Log Analyzer**: Error log parsing and analysis capabilities - **Dependency Checker**: Package compatibility and security validation ### Testing Framework Required - **Unit Testing**: Individual component testing with >90% code coverage - **Integration Testing**: API workflow and data transformation testing - **Protocol Testing**: MCP specification compliance validation - **End-to-End Testing**: Complete user workflow validation - **Performance Testing**: Load testing and resource usage validation - **Security Testing**: Authentication and authorization validation - **Regression Testing**: Prevention of previously resolved issues ### Infrastructure Required - **Monitoring System**: Real-time system health and performance monitoring - **Alerting System**: Proactive notification of system issues - **Logging Framework**: Comprehensive, structured logging at all system levels - **Documentation System**: Up-to-date technical documentation and runbooks - **Deployment Pipeline**: Reliable, tested deployment to Cloudflare Workers ## Core Components to Test ### MCP Server Architecture - Tool registration and discovery mechanisms - JSON-RPC message handling and protocol compliance - Capability negotiation between clients and server - Error handling for malformed requests and protocol violations - Resource cleanup and memory management ### Tally.so API Integration - Authentication flow and token management - All API endpoints (forms, submissions, responses) - Rate limiting compliance and backoff strategies - Error response handling (4xx, 5xx status codes) - Data transformation between Tally and MCP formats ### Transport Layer (SSE) - Connection establishment and maintenance - Timeout handling and recovery mechanisms - Message queuing and delivery reliability - Cross-origin request handling (CORS) - Connection state monitoring and debugging ### Cloudflare Workers Environment - Cold start performance and initialization - Worker timeout behavior under various loads - Memory usage patterns and resource limits - Edge caching behavior and regional consistency - Environment variable and configuration management ## Technical Implementation ### Technology Stack - **Runtime**: Cloudflare Workers (Edge Runtime) - **Protocol**: Model Context Protocol (MCP) - **Transport**: Server-Sent Events (SSE) - **API Integration**: Tally.so REST API - **Testing**: Jest with custom MCP testing utilities - **Monitoring**: Structured logging with performance metrics - **Deployment**: Wrangler CLI with automated CI/CD ### Authentication & Security - Secure API key management for Tally.so - CORS configuration for cross-origin requests - Input validation and sanitization - Rate limiting and abuse prevention - SSL/TLS certificate validation ### Performance Requirements - Tool registration: <100ms - API response time: <500ms (95th percentile) - SSE connection establishment: <200ms - Memory usage: <128MB per worker instance - Cold start time: <50ms ## Acceptance Criteria ### Functional Requirements 1. All MCP tools register successfully and are discoverable by clients 2. Authentication to Tally.so API works consistently without failures 3. All Tally.so API endpoints respond correctly with proper data transformation 4. SSE connections establish reliably and maintain stable communication 5. Complete user workflows function end-to-end without errors 6. Error conditions are handled gracefully with proper user feedback ### Non-Functional Requirements 1. System performance meets or exceeds defined benchmarks 2. >99% uptime for production deployments 3. <1% error rate under normal operating conditions 4. Complete test coverage with automated regression testing 5. Comprehensive monitoring and alerting infrastructure 6. Security best practices implemented and validated ### Quality Assurance 1. All critical bugs identified and resolved 2. Comprehensive test suite with >90% code coverage 3. Performance optimization completed and validated 4. Security testing completed without critical findings 5. Documentation updated and validated for accuracy 6. Production deployment stable and monitored ## Deliverables ### Phase 1 Deliverables - Complete diagnostic tool suite - Root cause analysis report - Environment validation report - Basic functionality verification ### Phase 2 Deliverables - Comprehensive test suite implementation - API integration validation - Protocol compliance verification - Client integration testing results ### Phase 3 Deliverables - Production-ready monitoring system - Performance optimization implementation - Security hardening completion - Maintenance documentation and runbooks This initiative will systematically identify and resolve all issues preventing the Tally MCP server from operating correctly, establishing a robust foundation for ongoing development and maintenance.