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Tally MCP connector

Updated 

Tally is an online form builder that lets anyone create and publish forms without coding. The Tally MCP connector allows AI agents to create, update, and manage forms and retrieve their configurations across a workspace. It also supports reviewing, retrieving, and deleting form submissions, making it easier to monitor responses and keep form data current.

Authentication type

  • API Key - Requires a static API key to be configured before the agent can connect to the service.

Uses

Use the Tally MCP connector to perform the following actions:

  • Launch new lead capture or survey forms without manual setup
  • Pull form submissions into workflows for real-time processing
  • Sync customer responses from Tally into CRM or database systems
  • Remove outdated forms or submissions to keep workspaces organized
  • Update form fields and settings without logging into Tally directly
  • Retrieve full form structures to review or replicate across projects
  • Trigger automated follow-ups based on new form submissions
  • Track all active forms and submissions across a Tally account

Example prompts

Use the following example prompts to invoke Tally MCP connector tools from your AI assistant or Boomi Connect workflow:

  • Create a new customer feedback form in Tally.
  • Show me all the forms I have in Tally.
  • Get the latest submissions for my event registration form.
  • Update the contact form in Tally to add a phone number field.
  • Delete the old survey form from Tally.
  • List every submission for my product feedback form in Tally.
  • Get the details of a specific submission from my sign-up form.
  • Remove a duplicate submission from my Tally form.
  • Build a blank form in Tally so I can start from scratch.
  • Check which forms are still active in my Tally account.

Tally MCP connector tools

The Tally MCP connector provides the following tools. Each tool maps to a specific action you can invoke from your AI agent or automation.

ToolDescription
tally_tallycreateform_invokeCreate a blank form in Tally
listFormsList all forms
createFormCreate a form
getFormGet a form
updateFormUpdate a form
deleteFormDelete a form
listFormSubmissionsList form submissions
getFormSubmissionGet a form submission
deleteFormSubmissionDelete a form submission
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