Tally MCP server

Integrates with Tally's form building platform to create, manage, and analyze online forms with conditional logic, webhook configuration, and submission handling for automated survey and data collection workflows.
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Setup instructions
Provider
cathrynlavery
Release date
Jun 12, 2025
Language
Go
Stats
1 star

Tally MCP Server is a comprehensive Model Context Protocol (MCP) server for Tally form management, providing 23 powerful tools to manage forms, submissions, questions, webhooks, and enterprise-grade conditional logic directly through Claude Desktop.

Prerequisites

Installation

1. Install the Server

git clone https://github.com/cathrynlavery/tally-mcp-server.git
cd tally-mcp-server
npm install
npm run build

2. Get Your Tally API Key

3. Configure Environment Variables

# Copy the example environment file
cp .env.example .env

# Edit .env and add your API key
TALLY_API_KEY=tally_your_actual_api_key_here

4. Configure Claude Desktop

macOS Setup

Open your Claude Desktop configuration file:

# Create the directory if it doesn't exist
mkdir -p ~/Library/Application\ Support/Claude

# Open the config file (create if it doesn't exist)
open ~/Library/Application\ Support/Claude/claude_desktop_config.json

Add the Tally MCP server configuration:

{
  "mcpServers": {
    "tally": {
      "command": "node",
      "args": ["/path/to/your/tally-mcp-server/start-server.js"],
      "env": {
        "TALLY_API_KEY": "tally_your_actual_api_key_here"
      }
    }
  }
}

Important: Replace /path/to/your/tally-mcp-server/ with your actual project path!

Windows Setup

  • Open: %APPDATA%\Claude\claude_desktop_config.json
  • Use the same JSON structure with Windows paths:
{
  "mcpServers": {
    "tally": {
      "command": "node",
      "args": ["C:\\path\\to\\your\\tally-mcp-server\\start-server.js"],
      "env": {
        "TALLY_API_KEY": "tally_your_actual_api_key_here"
      }
    }
  }
}

Linux Setup

  • Open: ~/.config/Claude/claude_desktop_config.json
  • Use the same JSON structure with Linux paths

5. Test the Setup

  • Restart Claude Desktop completely (quit and reopen)
  • Start a new conversation
  • Try: "Can you list my Tally forms?"

Available Tools

Forms Management

  • get_tally_forms - List all your forms
  • create_tally_form - Create new forms
  • get_tally_form - Get specific form details
  • update_tally_form - Update forms with full API support and enhanced block structure
  • delete_tally_form - Delete forms

Submissions Management

  • get_form_submissions - List form submissions with pagination
  • get_form_submission - Get specific submission details
  • delete_form_submission - Delete submissions

Questions Management

  • get_form_questions - List all questions in a form

Webhooks Management

  • get_tally_webhooks - List webhooks for a form
  • create_tally_webhook - Create new webhooks
  • update_tally_webhook - Update existing webhooks
  • delete_tally_webhook - Delete webhooks

Form Building & Templates

  • get_tally_block_types - Get comprehensive documentation of all available form block types
  • get_tally_form_templates - Get pre-built form templates for common use cases

Advanced Conditional Logic

  • create_conditional_logic_block - Create properly structured conditional logic blocks with validation
  • validate_form_logic_flow - Analyze and validate the logical flow of forms to identify issues
  • get_conditional_logic_templates - Get pre-built conditional logic templates for common scenarios
  • validate_multiple_choice_logic - CRITICAL - Prevent "equals" vs "contains" errors that break multiple choice conditional logic
  • create_dynamic_question_sets - CRITICAL - Create questions with conditional option sets that change based on previous answers

Form Editing Helpers

  • update_form_status - Quick status changes (BLANK, PUBLISHED, DRAFT)
  • update_form_settings - Update common form settings
  • configure_form_notifications - Set up email notifications

Example Usage in Claude

Once configured, you can interact naturally with your Tally forms:

  • "Show me all my forms"
  • "Create a new customer feedback form"
  • "What types of form blocks are available in Tally?"
  • "Give me a contact form template"
  • "Build a survey with rating questions and multiple choice"
  • "Create conditional logic that shows different questions based on user type"
  • "Validate my multiple choice logic to prevent survey failures"
  • "Create a dynamic question like Q5 in BestSelf survey with conditional option sets"
  • "Check my conditional logic flow for dead ends"
  • "Update my contact form to published status"
  • "Get the latest 10 submissions for form xyz"
  • "Set up email notifications for my survey"
  • "Add a webhook to my form that sends to my API"
  • "Delete submissions older than 30 days"
  • "Change my form password to 'newpassword123'"
  • "Show me templates for lead generation forms"

Advanced Configuration

Enhanced Form Building Capabilities

The server includes comprehensive form building support:

  • Block Type Reference: Complete documentation of all 20+ Tally block types including input fields, layout elements, and logic blocks
  • Form Templates: Pre-built templates for contact forms, surveys, registration forms, and more
  • Professional Structures: Ready-to-use form layouts following best practices
  • Advanced Conditional Logic: Enterprise-grade conditional logic with validation and error prevention
  • Critical Error Prevention: Automatic detection of logic errors that would break surveys
  • Dynamic Question Management: Handle complex questions with conditional option sets

Block Types Available

  • Input Blocks: Text, email, phone, date, multiple choice, checkboxes, dropdown, rating, ranking, file upload, signature, payment
  • Layout Blocks: Statement text, question groups, dividers, images, videos, embeds
  • Logic Blocks: Conditional jumps, calculators, hidden fields

Environment Variables

# Required
TALLY_API_KEY=tally_your_api_key_here

# Optional (for development)
NODE_ENV=development
DEBUG=true

Troubleshooting

Common Issues

  • "Command not found" error

    • Verify Node.js installation: node --version
    • Check the absolute path in your Claude config
    • Ensure the start-server.js file exists and is executable
  • "Authentication failed" error

    • Double-check your API key in .env or Claude config
    • Ensure API key starts with tally_
    • Verify your Tally account has API access
  • Tools not appearing in Claude

    • Restart Claude Desktop completely (quit and reopen)
    • Check JSON syntax in config file (use a JSON validator)
    • Verify file paths are absolute, not relative
    • Check Claude Desktop logs for errors
  • "Module not found" errors

    • Run npm install in the project directory
    • Ensure npm run build completed successfully
    • Check that the build/ directory exists

Testing Locally

# Test the server starts without errors
npm start

# Or use the start script directly
node start-server.js

# Test with a simple API call (requires API key in .env)
curl -H "Authorization: Bearer $TALLY_API_KEY" https://api.tally.so/forms

Debug Mode

Enable debug logging by setting environment variables:

DEBUG=true NODE_ENV=development node start-server.js

How to install this MCP server

For Claude Code

To add this MCP server to Claude Code, run this command in your terminal:

claude mcp add-json "tally" '{"command":"node","args":["/path/to/your/tally-mcp-server/start-server.js"],"env":{"TALLY_API_KEY":"tally_your_actual_api_key_here"}}'

See the official Claude Code MCP documentation for more details.

For Cursor

There are two ways to add an MCP server to Cursor. The most common way is to add the server globally in the ~/.cursor/mcp.json file so that it is available in all of your projects.

If you only need the server in a single project, you can add it to the project instead by creating or adding it to the .cursor/mcp.json file.

Adding an MCP server to Cursor globally

To add a global MCP server go to Cursor Settings > Tools & Integrations and click "New MCP Server".

When you click that button the ~/.cursor/mcp.json file will be opened and you can add your server like this:

{
    "mcpServers": {
        "tally": {
            "command": "node",
            "args": [
                "/path/to/your/tally-mcp-server/start-server.js"
            ],
            "env": {
                "TALLY_API_KEY": "tally_your_actual_api_key_here"
            }
        }
    }
}

Adding an MCP server to a project

To add an MCP server to a project you can create a new .cursor/mcp.json file or add it to the existing one. This will look exactly the same as the global MCP server example above.

How to use the MCP server

Once the server is installed, you might need to head back to Settings > MCP and click the refresh button.

The Cursor agent will then be able to see the available tools the added MCP server has available and will call them when it needs to.

You can also explicitly ask the agent to use the tool by mentioning the tool name and describing what the function does.

For Claude Desktop

To add this MCP server to Claude Desktop:

1. Find your configuration file:

  • macOS: ~/Library/Application Support/Claude/claude_desktop_config.json
  • Windows: %APPDATA%\Claude\claude_desktop_config.json
  • Linux: ~/.config/Claude/claude_desktop_config.json

2. Add this to your configuration file:

{
    "mcpServers": {
        "tally": {
            "command": "node",
            "args": [
                "/path/to/your/tally-mcp-server/start-server.js"
            ],
            "env": {
                "TALLY_API_KEY": "tally_your_actual_api_key_here"
            }
        }
    }
}

3. Restart Claude Desktop for the changes to take effect

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