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Tally MCP connector

OAuth 2.1/DCR ProductivityAutomation

Connect to Tally MCP. Create and edit forms, manage submissions, and update styling and logic in your Tally workspace from AI workflows.

Tally MCP connector

  1. Install the SDK

    Section titled “Install the SDK”
    Terminal window
    npm install @scalekit-sdk/node

    Full SDK reference: Node.js | Python

  2. Set your credentials

    Section titled “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>

  3. Authorize and make your first call

    Section titled “Authorize and make your first call”
    quickstart.ts
    import { ScalekitClient } from '@scalekit-sdk/node'
    import 'dotenv/config'
    

    const scalekit = new ScalekitClient(
      process.env.SCALEKIT_ENV_URL,
      process.env.SCALEKIT_CLIENT_ID,
      process.env.SCALEKIT_CLIENT_SECRET,
    )
    const actions = scalekit.actions
    

    const connector = 'tallymcp'
    const identifier = 'user_123'
    

    // Generate an authorization link for the user
    const { link } = await actions.getAuthorizationLink({ connectionName: connector, identifier })
    console.log('Authorize Tally MCP:', link)
    process.stdout.write('Press Enter after authorizing...')
    await new Promise(r => process.stdin.once('data', r))
    

    // Make your first call
    const result = await actions.executeTool({
      connector,
      identifier,
      toolName: 'tallymcp_list_blocks',
      toolInput: {},
    })
    console.log(result)

What you can do

Section titled “What you can do”

Connect this agent connector to let your agent:

  • Update text, styling, settings — Update the HTML text content of blocks in the form
  • Title set form — Set or update the form title that appears at the top of the form
  • Layout set column — Organize blocks into a side-by-side column layout
  • Form save, load — Save the current form changes and optionally publish or unpublish the form
  • Questions reposition, remove — Move or swap questions using a command (move, swap)
  • Pages reposition, remove — Move, swap, or reorder pages using a command (move, swap, reorder)

Tool list

Section titled “Tool list”

Use the exact tool names from the Tool list below when you call execute_tool. If you’re not sure which name to use, list the tools available for the current user first.

tallymcp_apply_logic # Create or update conditional logic rules on form blocks using DSL syntax. 1 param

Create or update conditional logic rules on form blocks using DSL syntax.

Name Type Required Description
operations array required No description.
tallymcp_configure_blocks # Update block properties such as visibility, required state, and other settings. 1 param

Update block properties such as visibility, required state, and other settings.

Name Type Required Description
updates array required No description.
tallymcp_create_blocks # Add new question blocks or content blocks to the current form. 1 param

Add new question blocks or content blocks to the current form.

Name Type Required Description
groups array required No description.
tallymcp_create_new_form # Create a new blank form with the specified title and optional branding. 5 params

Create a new blank form with the specified title and optional branding.

Name Type Required Description
title string required No description.
coverImageUrl string optional No description.
logoUrl string optional No description.
submitButtonText string optional No description.
workspaceId string optional No description.
tallymcp_extract_brand # Extract brand colors, fonts, and images from a website URL to apply to the form. 1 param

Extract brand colors, fonts, and images from a website URL to apply to the form.

Name Type Required Description
url string required No description.
tallymcp_fetch_insights # Fetch analytics metrics for a form such as views, completions, and conversion rate. 3 params

Fetch analytics metrics for a form such as views, completions, and conversion rate.

Name Type Required Description
formId string required No description.
period string required No description.
include array optional No description.
tallymcp_fetch_submissions # Retrieve paginated form submissions with question labels and response values. 4 params

Retrieve paginated form submissions with question labels and response values.

Name Type Required Description
formId string required No description.
filter object optional No description.
limit number optional No description.
page number optional No description.
tallymcp_inspect_custom_css # Return the current custom CSS and available CSS selectors for the form. 0 params

Return the current custom CSS and available CSS selectors for the form.

tallymcp_list_blocks # Retrieve the current form structure as a block ledger showing all blocks with their UUIDs and types. 0 params

Retrieve the current form structure as a block ledger showing all blocks with their UUIDs and types.

tallymcp_list_forms # List forms the user has access to, with optional filtering and pagination. 3 params

List forms the user has access to, with optional filtering and pagination.

Name Type Required Description
filter object optional No description.
limit number optional No description.
page number optional No description.
tallymcp_list_workspaces # List all workspaces the user can access. 0 params

List all workspaces the user can access.

tallymcp_load_form # Load an existing form by ID to prepare it for editing. 1 param

Load an existing form by ID to prepare it for editing.

Name Type Required Description
formId string required No description.
tallymcp_move_blocks # Move one or more blocks to a new position in the form. 2 params

Move one or more blocks to a new position in the form.

Name Type Required Description
blockUuids array required No description.
insertAfterBlockUuid string required No description.
tallymcp_remove_blocks # Remove specific blocks from the form by their UUIDs. 1 param

Remove specific blocks from the form by their UUIDs.

Name Type Required Description
blockUuids array required No description.
tallymcp_remove_pages # Remove entire pages from the form by page number. 1 param

Remove entire pages from the form by page number.

Name Type Required Description
pageNumbers array required No description.
tallymcp_remove_questions # Remove entire questions from the form by their UUIDs. 1 param

Remove entire questions from the form by their UUIDs.

Name Type Required Description
questionUuids array required No description.
tallymcp_reposition_pages # Move, swap, or reorder pages using a command (move, swap, reorder). 6 params

Move, swap, or reorder pages using a command (move, swap, reorder).

Name Type Required Description
command string required No description.
currentPageNumber number optional No description.
newPageNumber number optional No description.
order array optional No description.
pageNumberA number optional No description.
pageNumberB number optional No description.
tallymcp_reposition_questions # Move or swap questions using a command (move, swap). 5 params

Move or swap questions using a command (move, swap).

Name Type Required Description
command string required No description.
afterBlockUuid string optional No description.
questionUuidA string optional No description.
questionUuidB string optional No description.
questionUuids array optional No description.
tallymcp_save_form # Save the current form changes and optionally publish or unpublish the form. 2 params

Save the current form changes and optionally publish or unpublish the form.

Name Type Required Description
formId string optional No description.
status string optional No description.
tallymcp_set_column_layout # Organize blocks into a side-by-side column layout. 1 param

Organize blocks into a side-by-side column layout.

Name Type Required Description
layout string required No description.
tallymcp_set_form_title # Set or update the form title that appears at the top of the form. 1 param

Set or update the form title that appears at the top of the form.

Name Type Required Description
title string required No description.
tallymcp_update_custom_css # Apply custom CSS to the form as a last-resort override for styling not supported by update_styling. 2 params

Apply custom CSS to the form as a last-resort override for styling not supported by update_styling.

Name Type Required Description
css string required No description.
reason string required No description.
tallymcp_update_settings # Update form settings including submission limits, notifications, redirects, and metadata. 21 params

Update form settings including submission limits, notifications, redirects, and metadata.

Name Type Required Description
closeAt string optional No description.
closeMessage string optional No description.
hasPartialSubmissions boolean optional No description.
hasProgressBar boolean optional No description.
isClosed boolean optional No description.
language string optional No description.
metaDescription string optional No description.
metaImageUrl string optional No description.
metaSiteFaviconUrl string optional No description.
metaSiteName string optional No description.
metaTitle string optional No description.
pageAutoJump boolean optional No description.
password string optional No description.
redirectOnCompletionUrl string optional No description.
respondentEmail string optional No description.
saveForLater boolean optional No description.
selfEmail string optional No description.
submissionsDataRetention string optional No description.
submissionsLimit string optional No description.
uniqueSubmissionKey string optional No description.
verifyEmail string optional No description.
tallymcp_update_styling # Update form appearance and advanced styling in a single call. 2 params

Update form appearance and advanced styling in a single call.

Name Type Required Description
advanced object optional No description.
appearance object optional No description.
tallymcp_update_text # Update the HTML text content of blocks in the form. 1 param

Update the HTML text content of blocks in the form.

Name Type Required Description
updates array required No description.