Tally
Connect Tally so agents can build and edit your forms and read their submissions.
The Tally MCP server lets agents build and edit forms in your Tally account and read their responses.
For use cases and example prompts, see Tally for AI coding agents.
What is Tally?
Tally is a form builder for surveys, sign-up and order forms, quizzes, and other forms you share by link or embed on a website.
What agents can do
Once you connect Tally, agents can:
- Create forms and add, edit, move, and remove questions, pages, and text
- Add conditional logic and calculated fields
- Change a form's settings and styling, such as matching a website's brand
- Publish forms
- List your forms and read their submissions and analytics
Agents can't delete forms or submissions. They can only do what the connected Tally account can do, and paid Tally features still need a paid plan.
Edits to questions, text, layout, and logic stay unpublished until an agent publishes the form. Settings, styling, and custom CSS change a live form right away. Tell agents when to leave a live form alone.
Submissions an agent fetches, including respondents' answers, are visible to anyone who can see the session.
Setup
Go to Workspace Settings → Connectors (or a project's Connectors page) and click Connect on the Tally card (or Connect another to add another account).
Step 1: who the connection is for
Choose Me or Workspace as the owner, then choose which agents can use the connection. The default is Me, with My personal assistants selected. Enable Agents in projects separately and choose In all projects, including future ones or In some projects. Anyone with access to those projects can use the connection, including in sessions they launch themselves. See connection options for what each choice means.
Click Continue.
Step 2: how agents reach Tally
The second screen has two tabs: Tally account and Access token. Pick one.
Tally account
This tab is selected by default, and it's the easiest way in — there's no key to create.
Click Continue to Tally. Tally asks you to approve access. Approve, and you land back on the Connectors page with Tally connected.
Agents then act in Tally as whoever signed in, so they see the same workspaces and forms that person can. If you enable Agents in projects, anyone with access to those projects can use that account — so sign in with an account whose permissions you're happy to share.
Access token
Use this tab if you'd rather paste a key than sign in. In Tally, open Settings → API keys and click Create API key. Tally shows the key only once. Paste it into the Tally API Key field and click Connect Tally.
Reconnecting and disconnecting
If an account connection stops working, the Connectors page shows a Reconnect needed badge on it, and agents run without Tally.
To fix it, click Manage next to the connection, then Reconnect Tally, and sign in again. You can only reconnect a personal connection you own; for someone else's, Superconductor tells you who to ask.
A pasted access token that Tally stops accepting doesn't show Reconnect needed. Agents' Tally calls fail until you paste a new token under Manage and click its Save button.
Tally doesn't let Superconductor revoke access, so Disconnect only removes the connection from Superconductor. To also cut off a pasted access token, delete it in Tally's API key settings.
Troubleshooting
- An agent says a feature needs a different Tally plan: the connected account's plan doesn't include it. The agent shares the upgrade link Tally returns.
- A change doesn't show on the live form: the agent didn't publish it. Ask it to.
- Agents don't have any Tally tools: check the Connectors page for a Reconnect needed badge, and reconnect it.
When to use it
Ask agents to use Tally to build or change a form, or to find out what people said in one. For example:
Build a Tally form for our customer advisory board applications: name, company, role, and three questions about how they use the product. Don't publish it yet.Summarize what people liked and want changed in our event feedback form in Tally.Add a question to the "Beta waitlist" form in Tally asking for team size, and only show the follow-up about integrations to teams larger than ten.