# Tally
![The Tally connector in Workspace Settings, for building forms and reading their submissions, with a Connect button]()
The [Tally MCP server](https://tally.so/help/mcp) 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](/integrations/tally). ## What is Tally? [#what-is-tally] [Tally](https://tally.so) 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 [#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 Edits to questions, text, layout, and logic stay unpublished until an agent publishes the form.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 [#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 [#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](/docs/integrations/connectors#fill-in-the-connection-details) for what each choice means. Click **Continue**. ### Step 2: how agents reach Tally [#step-2-how-agents-reach-tally] The second screen has two tabs: **Tally account** and **Access token**. Pick one. #### Tally account [#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 [#access-token] Use this tab if you'd rather paste a key than sign in. In Tally, open [**Settings → API keys**](https://tally.so/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 [#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 [#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 [#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: ```text 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. ``` ```text Summarize what people liked and want changed in our event feedback form in Tally. ``` ```text 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. ```