Tally MCP

How to Install and Use Tally MCP

Tally MCP is a helpful tool that lets you create forms by simply talking to AI assistants like Claude. Instead of clicking through complicated form builders, you can tell the AI what you want, and it will make the form for you. Below, you’ll learn step-by-step how to set up and use Tally MCP easily.

Step 1: Understand the Server URL

Before you start, know that Tally MCP uses a specific server URL to connect with AI assistants and create forms.

Here’s the URL you need to use:

https://api.tally.so/mcp

This URL tells your AI assistant where to send requests to build or update your forms.

Step 2: Choose How to Authenticate

Authentication means proving who you are to the Tally MCP server. You have two options to connect: OAuth (recommended) or an API key. Let’s see how each one works.

Using OAuth (Recommended)

OAuth is the easiest way to connect because it doesn’t require manual handling of keys.

Here’s how to do it:

1. When your AI assistant asks for authentication, click the connect button or authorization link.
2. Log in to your Tally account if you aren’t logged in already.
3. Authorize the AI assistant to access your account.
4. The assistant will handle the connection automatically from then on.

Using an API Key

If OAuth is not available or you prefer manual setup, use an API key:

1. Get your API key from the Tally dashboard. You can read how to get it here.
2. Configure your AI assistant to send the API key in requests using this format:

Authorization: Bearer tly-xxxx

Step 3: Configure Your AI Assistant

Once you choose an authentication method, you need to tell your AI assistant how to use the MCP server.

For OAuth Users

Simply add the server URL to your assistant’s configuration:

{
  "mcpServers": {
    "tally": {
      "type": "http",
      "url": "https://api.tally.so/mcp"
    }
  }
}

The assistant will manage OAuth automatically.

For API Key Users

Add the server URL and an Authorization header with your API key:

{
  "mcpServers": {
    "tally": {
      "type": "http",
      "url": "https://api.tally.so/mcp",
      "headers": {
        "Authorization": "Bearer YOUR_API_KEY_HERE"
      }
    }
  }
}

Replace YOUR_API_KEY_HERE with your actual key.

Using Claude Desktop

Claude Desktop supports OAuth. If you want to use an API key instead, you can use the mcp-remote command like this:

{
  "mcpServers": {
    "tally": {
      "command": "npx",
      "args": [
        "mcp-remote",
        "https://api.tally.so/mcp",
        "--header",
        "Authorization: Bearer YOUR_API_KEY_HERE"
      ]
    }
  }
}

Step 4: Start Creating and Updating Forms

Now you’re ready to use Tally MCP by talking to your AI assistant. Here are some easy examples you can try:

Create a Simple Contact Form

Tell your AI:

Create a simple contact form

The assistant will build a contact form with common fields like Name, Email, and Message.

Update Your Contact Form

If you want changes, just say:

We don't need the Company field, remove the consent checkbox and maybe add a captcha

The AI will adjust the form and save it.

Create Forms with Specific Fields

Be clear if you want specific inputs, for example:

Create a contact form with these specific fields:
- Name (required)
- Email (required)
- Phone (optional)
- Message (required)
- Captcha (required)

The assistant will build the form exactly how you asked.

Update an Existing Form

You can also update a form you made before by saying:

Update this form https://tally.so/r/a1B2c3
- Remove the phone number field
- Also add a captcha
- Make company field optional

Your AI will load the form, make the changes, and save it for you.

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Following these steps, you will be able to quickly install, configure, and use Tally MCP with your AI assistant to build forms just by chatting. It’s fast, flexible, and user-friendly!