Tally MCP

# Tally MCP Server  ### A Model Context Protocol (MCP) server that provides AI assistants with secure access to Tally.so form management capabilities. > **New to Tally?** > [](https://tally.cello.so/gRzFb4pxX90) > Use the badge above to **save 50% for 3 months**. > I'll earn a small commission (at no extra cost to you) which helps fund ongoing maintenance of this open‑source project. ## 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](https://tally.cello.so/gRzFb4pxX90) before continuing. You'll support this repo while saving money—win‑win! ### Option 1: Claude.ai Integration (Recommended) Use the battle-tested [`mcp-remote`](https://www.npmjs.com/package/mcp-remote) package: **Claude Desktop Configuration** (`~/Library/Application Support/Claude/claude_desktop_config.json`): ```json { "mcpServers": { "tally-remote": { "command": "npx", "args": [ "mcp-remote", "https://tally-mcp.focuslab.workers.dev/mcp", "--header", "Authorization: Bearer YOUR_AUTH_TOKEN" ] } } } ``` Replace `YOUR_AUTH_TOKEN` with your personal server authentication token. ### Option 2: Direct Integration (Cursor, etc.) For clients that support custom headers: ```json { "mcpServers": { "tally": { "url": "https://tally-mcp.focuslab.workers.dev/mcp", "transport": "http-stream", "headers": { "Authorization": "Bearer YOUR_AUTH_TOKEN" } } } } ``` ### Option 3: Local Proxy (Alternative) If you prefer a custom solution: 1. **Start the local proxy**: ```bash 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 ```bash npm install npm run dev ``` ### Testing ```bash npm test npm run test:coverage ``` ### Continuous Integration In your CI (e.g., GitHub Actions), run: ```bash npm ci npm run test:coverage ``` Jest enforces a >90% coverage threshold via `jest.config.js`, causing the build to fail if coverage is below this level. ### Deployment ```bash npm run build:worker npx wrangler deploy ``` ## 📚 Documentation - **MCP Protocol**: [Model Context Protocol](https://spec.modelcontextprotocol.io/) - **Tally API**: [Tally Developer Documentation](https://developers.tally.so/) - **Cloudflare Workers**: [Workers Documentation](https://developers.cloudflare.com/workers/) - **mcp-remote**: [NPM Package](https://www.npmjs.com/package/mcp-remote) ## 🤝 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](LICENSE) file for details. --- *Built by [Chris Cameron](https://learnwith.cc) • [LearnWith.cc](https://learnwith.cc)*