Connect AI agents to the Tally MCP server

Vendor MCP

The Tally MCP connector routes your AI agent's tool calls to Tally's own MCP server through Scalekit. Each user signs in to Tally once, and Scalekit stores and refreshes their tokens, so your agent never handles credentials. It comes with 26 tools.

Tools: 26
What they doRead · write · destructive: 9 · 17 · 09 read17 write0 destructive
Users sign in with: OAuth
OAuth app: Scalekit's or your own

What you can do

Build forms: create new forms and add, move, or remove questions, blocks, and pages
Add conditional logic: create or update conditional logic rules on questions and blocks, and set which fields are required
Style forms: apply brand colors, fonts, and images from a website, or update layout and custom CSS
Configure and publish: update submission limits, notifications, and redirects, then save and publish the form
Read submissions and insights: fetch form responses and track views, completions, and conversion rate

Setup

Install the SDK
- Node.js
- Python
Terminal window
npm install @scalekit-sdk/node dotenv
Terminal window
pip install scalekit-sdk-python python-dotenv
Set your credentials
Add your Scalekit credentials to your .env file. Find values in app.scalekit.com > Developers > API Credentials.
.env
```
SCALEKIT_ENVIRONMENT_URL=<your-environment-url>
SCALEKIT_CLIENT_ID=<your-client-id>
SCALEKIT_CLIENT_SECRET=<your-client-secret>
```
Create the Tally MCP connection
In AgentKit > Connections, create a Tally MCP connection. The name you give it is the connection_name your code passes. See Configure connections.
Scalekit credentials are available for Tally MCP server, so you don't need to register an OAuth app.

Authorize a user and make your first call

Node.js
Python

1
import { ScalekitClient } from '@scalekit-sdk/node'
2
import 'dotenv/config'
3
import { createInterface } from 'node:readline/promises'
4

5
const scalekit = new ScalekitClient(
6
  process.env.SCALEKIT_ENVIRONMENT_URL,
7
  process.env.SCALEKIT_CLIENT_ID,
8
  process.env.SCALEKIT_CLIENT_SECRET,
9
)
10
const actions = scalekit.actions
11

12
const connector = 'tallymcp'
13
const identifier = 'user_123'
14

15
// Generate an authorization link for the user
16
const { link } = await actions.getAuthorizationLink({ connectionName: connector, identifier })
17
console.log('Authorize Tally MCP:', link)
18
const rl = createInterface({ input: process.stdin, output: process.stdout })
19
await rl.question('Press Enter after authorizing...')
20
rl.close()
21

22
// Make your first call
23
const result = await actions.executeTool({
24
  connector,
25
  identifier,
26
  toolName: 'tallymcp_inspect_custom_css',
27
  toolInput: {},
28
})
29
console.log(result)

npx tsx quickstart.mts

1
import os
2
from scalekit import ScalekitClient
3
from dotenv import load_dotenv
4
load_dotenv()
5

6
scalekit_client = ScalekitClient(
7
    env_url=os.getenv("SCALEKIT_ENVIRONMENT_URL"),
8
    client_id=os.getenv("SCALEKIT_CLIENT_ID"),
9
    client_secret=os.getenv("SCALEKIT_CLIENT_SECRET"),
10
)
11
actions = scalekit_client.actions
12

13
connection_name = "tallymcp"
14
identifier = "user_123"
15

16
# Generate an authorization link for the user
17
link_response = actions.get_authorization_link(
18
    connection_name=connection_name,
19
    identifier=identifier,
20
)
21
print("Authorize Tally MCP:", link_response.link)
22
input("Press Enter after authorizing...")
23

24
# Make your first call
25
result = actions.execute_tool(
26
    tool_input={},
27
    tool_name="tallymcp_inspect_custom_css",
28
    connection_name=connection_name,
29
    identifier=identifier,
30
)
31
print(result)

python quickstart.py

Each user signs in once. See Authorize a user for the full flow and statuses.

Tools

Pass the exact name to execute_tool

Try in Playground Request a tool

tallymcp_extract_brandExtract brand colors, fonts, and images from a website URL to apply to the form.Read-only
Extract Brand
Extract brand colors, fonts, and images from a website URL to apply to the form.
Inputs
urlstringrequired
No description.
tallymcp_fetch_insightsFetch analytics metrics for a form such as views, completions, and conversion rate.Read-only
Fetch Insights
Fetch analytics metrics for a form such as views, completions, and conversion rate.
Inputs
formIdstringrequired
No description.
periodstringrequired
No description.one of todayyesterday24h7d30d3m6m12mall
includearray
No description.
tallymcp_fetch_submissionsRetrieve paginated form submissions with question labels and response values.Read-only
Fetch Submissions
Retrieve paginated form submissions with question labels and response values.
Inputs
formIdstringrequired
No description.
filterobject
No description.
limitnumber
No description.default 50
pagenumber
No description.default 1
tallymcp_inspect_custom_cssReturn the current custom CSS and available CSS selectors for the form.Read-only
Inspect Custom Css
Return the current custom CSS and available CSS selectors for the form.
Inputs
This tool takes no inputs.
tallymcp_list_blocksRetrieve the current form structure as a block ledger showing all blocks with their UUIDs and types.Read-only
List Blocks
Retrieve the current form structure as a block ledger showing all blocks with their UUIDs and types.
Inputs
This tool takes no inputs.
tallymcp_list_formsList forms the user has access to, with optional filtering and pagination.Read-only
List Forms
List forms the user has access to, with optional filtering and pagination.
Inputs
filterobject
No description.
limitnumber
No description.default 50
pagenumber
No description.default 1
tallymcp_list_workspacesList all workspaces the user can access.Read-only
List Workspaces
List all workspaces the user can access.
Inputs
This tool takes no inputs.
tallymcp_load_formLoad an existing form by ID to prepare it for editing.Read-only
Load Form
Load an existing form by ID to prepare it for editing.
Inputs
formIdstringrequired
No description.
tallymcp_search_documentationAnswer-only search of the Tally Help Center for explicit documentation or product-knowledge questions: how Tally works, whether a capability exists, supported features, limits, or docs links.Read-only
Search Documentation
Answer-only search of the Tally Help Center for explicit documentation or product-knowledge questions: how Tally works, whether a capability exists, supported features, limits, or docs links. Never use as a preflight for form edits. Never use for commands that change the current form, including adding or creating blocks, configuring fields, setting defaults, updating settings, adding calculated fields, styling, moving, removing, formatting, or applying logic.
Inputs
querystringrequired
No description.
topKnumber
No description.
tallymcp_apply_logicCreate or update conditional logic rules on form blocks using DSL syntax.Write
Apply Logic
Create or update conditional logic rules on form blocks using DSL syntax.
Inputs
operationsarrayrequired
No description.
tallymcp_configure_blocksUpdate block properties such as visibility, required state, and other settings.Write
Configure Blocks
Update block properties such as visibility, required state, and other settings.
Inputs
updatesarrayrequired
No description.
tallymcp_create_blocksAdd new question blocks or content blocks to the current form.Write
Create Blocks
Add new question blocks or content blocks to the current form.
Inputs
groupsarrayrequired
No description.
tallymcp_create_new_formCreate a new blank form with the specified title and optional branding.Write
Create New Form
Create a new blank form with the specified title and optional branding.
Inputs
titlestringrequired
No description.
coverImageUrlstring
No description.
logoUrlstring
No description.
submitButtonTextstring
No description.
workspaceIdstring
No description.
tallymcp_move_blocksMove one or more blocks to a new position in the form.Write
Move Blocks
Move one or more blocks to a new position in the form.
Inputs
blockUuidsarrayrequired
No description.
insertAfterBlockUuidstringrequired
No description.
tallymcp_remove_blocksRemove specific blocks from the form by their UUIDs.Write
Remove Blocks
Remove specific blocks from the form by their UUIDs.
Inputs
blockUuidsarrayrequired
No description.
tallymcp_remove_pagesRemove entire pages from the form by page number.Write
Remove Pages
Remove entire pages from the form by page number.
Inputs
pageNumbersarrayrequired
No description.
tallymcp_remove_questionsRemove entire questions from the form by their UUIDs.Write
Remove Questions
Remove entire questions from the form by their UUIDs.
Inputs
questionUuidsarrayrequired
No description.
tallymcp_reposition_pagesMove, swap, or reorder pages using a command (move, swap, reorder).Write
Reposition Pages
Move, swap, or reorder pages using a command (move, swap, reorder).
Inputs
commandstringrequired
No description.one of moveswapreorder
currentPageNumbernumber
No description.
newPageNumbernumber
No description.
orderarray
No description.
pageNumberAnumber
No description.
pageNumberBnumber
No description.
tallymcp_reposition_questionsMove or swap questions using a command (move, swap).Write
Reposition Questions
Move or swap questions using a command (move, swap).
Inputs
commandstringrequired
No description.one of moveswap
afterBlockUuidstring
No description.
questionUuidAstring
No description.
questionUuidBstring
No description.
questionUuidsarray
No description.
tallymcp_save_formSave the current form changes and optionally publish or unpublish the form.Write
Save Form
Save the current form changes and optionally publish or unpublish the form.
Inputs
formIdstring
No description.
statusstring
No description.one of DRAFTPUBLISHEDdefault PUBLISHED
tallymcp_set_column_layoutOrganize blocks into a side-by-side column layout.Write
Set Column Layout
Organize blocks into a side-by-side column layout.
Inputs
layoutstringrequired
No description.
tallymcp_set_form_titleSet or update the form title that appears at the top of the form.Write
Set Form Title
Set or update the form title that appears at the top of the form.
Inputs
titlestringrequired
No description.
tallymcp_update_custom_cssApply custom CSS to the form as a last-resort override for styling not supported by update_styling.Write
Update Custom Css
Apply custom CSS to the form as a last-resort override for styling not supported by update_styling.
Inputs
cssstringrequired
No description.
reasonstringrequired
No description.
tallymcp_update_settingsUpdate form settings including submission limits, notifications, redirects, and metadata.Write
Update Settings
Update form settings including submission limits, notifications, redirects, and metadata.
Inputs
closeAtstring
No description.
closeMessagestring
No description.
directionstring
No description.one of ltrrtl
hasPartialSubmissionsboolean
No description.
hasProgressBarboolean
No description.
isClosedboolean
No description.
languagestring
No description.one of afarsqbnbgcazh-CNzh-TWhrcsdanleneteufofafilfifrkadeklelhehihuisidgaitjakolvltnomsmkplptpt-BRrorusrsisksleses-MXsvtathtrukuzviyo
metaDescriptionstring
No description.
metaImageUrlstring
No description.
metaSiteFaviconUrlstring
No description.
metaSiteNamestring
No description.
metaTitlestring
No description.
pageAutoJumpboolean
No description.
passwordstring
No description.
redirectOnCompletionUrlstring
No description.
respondentEmailstring
No description.
saveForLaterboolean
No description.
selfEmailstring
No description.
submissionsDataRetentionstring
No description.
submissionsLimitstring
No description.
uniqueSubmissionKeystring
No description.
verifyEmailstring
No description.
tallymcp_update_stylingUpdate form appearance and advanced styling in a single call.Write
Update Styling
Update form appearance and advanced styling in a single call.
Inputs
advancedobject
No description.
appearanceobject
No description.
tallymcp_update_textUpdate the HTML text content of blocks in the form.Write
Update Text
Update the HTML text content of blocks in the form.
Inputs
updatesarrayrequired
No description.

What you can do

Setup

Install the SDK

Set your credentials

Create the Tally MCP connection

Authorize a user and make your first call

Tools

Call it

Returns

Extract Brand

Inputs

Fetch Insights

Inputs

Fetch Submissions

Inputs

Inspect Custom Css

Inputs

List Blocks

Inputs

List Forms

Inputs

List Workspaces

Inputs

Load Form

Inputs

Search Documentation

Inputs

Apply Logic

Inputs

Configure Blocks

Inputs

Create Blocks

Inputs

Create New Form

Inputs

Move Blocks

Inputs

Remove Blocks

Inputs

Remove Pages

Inputs

Remove Questions

Inputs

Reposition Pages

Inputs

Reposition Questions

Inputs

Save Form

Inputs

Set Column Layout

Inputs

Set Form Title

Inputs

Update Custom Css

Inputs

Update Settings

Inputs

Update Styling

Inputs

Update Text

Inputs

Related: other Productivity connectors