Connectors · Marketing & media

Tally MCP server for AI agents.

actionlake is an MCP gateway: one remote MCP server that connects Claude and other MCP clients to Tally and the rest of your systems. It gives your agent 38 Tally actions (19 reads, 12 writes and 7 that wait for a confirmation) and holds the Tally credential itself, so the agent never does. It paces Tally's limits and records every call.

Connect Tally free See pricing

100,000 free calls a month. No card, no email, no password: press Start a free sandbox on the next screen and keep the key it shows you.

claude mcp add --transport http actionlake https://connect.actionlake.com/mcp

38actionsin one signed file
19readlook, never change
12writecreate and update
7wait for a yesdestructive, confirmed first

Set up

Connect Tally in three steps.

01
Add actionlake to Claude.
Run the command once in Claude Code; its consent page can create a free sandbox: 100,000 calls a month, no card. In the Claude app, add a custom connector with the URL below and paste your key on the consent page. Creating a new sandbox from the Claude app is not yet tested by us.
https://connect.actionlake.com/mcp
02
Connect Tally.
Bearer token. No consent screen: your agent can connect it for you, but the key then passes through your chat. To keep it out of the model's context, paste it in the console instead. actionlake stores what you paste write-only, sealed under your tenant's key.
- api_keyTally API key
```
account { op: "connections.requirements", service: "tally" }
# free: exactly what to paste, and what is found for you
```

Make the first call. Check before a write.

Ask in plain words; Claude picks the action. Before anything changes, check validates the call and prices it, for free.

do    { action: "tally.workspaces.list" }# retrieve a list of workspaces · read · 1 upstream callcheck { action: "tally.folders.create", input: { … } }# free: inputs, permissions, cost and confirmations, nothing sent

Tally at a glance

Sign-in: Bearer token. No consent screen: your agent can connect it for you, but the key then passes through your chat. To keep it out of the model's context, paste it in the console instead.
You provide: api_key
Limits we pace to: 100 calls a minute, per connection
API covered: Tally API (OpenAPI 1.0.0)api.tally.so
Built from: Tally's documentation, read 23 October 2026developers.tally.so developers.tally.so
Service file: Version 1.0.0, signed (Ed25519)
Cached reads: 19 of 19 reads, for up to 5 minutes; a write clears what it affects
Shared entities: 3, so ask can line Tally up with your other systems
Data: Processed and stored in Sydney, Australia. No US region yet

Capabilities

What an AI agent can do in Tally.

38 actions in 12 areas. Every one carries its effect, so a key can allow the reads and hold the rest.

19readlook, never change
12writecreate and update
7destructivewait for a confirmation

Analytics
5
5 read · 0 write · 0 destructive
Retrieve form dimensions · Retrieve form drop-off · Retrieve form metrics · Retrieve form submission analytics
Forms
5
2 read · 2 write · 1 destructive
Retrieve a list of forms · Retrieve a form · Create a new form · Update a form
Workspaces
5
2 read · 2 write · 1 destructive
Retrieve a list of workspaces · Retrieve a workspace · Create a new workspace · Update a workspace
Folders
4
1 read · 2 write · 1 destructive
List folders · Create a new folder · Update a folder · Delete a folder
Webhooks
4
1 read · 2 write · 1 destructive
List webhooks · Create a webhook · Update a webhook · Delete a webhook
Organization invites
3
1 read · 1 write · 1 destructive
List organization invites · Create organization invites · Cancel an organization invite
Submissions
3
2 read · 0 write · 1 destructive
List form submissions · Retrieve a form submission · Delete a form submission
Blocks
2
1 read · 1 write · 0 destructive
List form blocks · Update form blocks

4 more areas · 7 actions

Organization users 2
Questions 2
Webhook events 2
Users 1

Top actions

The Tally API, shaped for agents.

The ids your agent types, what each does, and the one name it shares with other systems. 23 of Tally's 23 action names are shared with at least one other connector, so an agent learns them once.

Action	What it does	Effect	Same name in
`tally.users.me`Retrieve current user information	Retrieve current user information.	read	`identity.current_user.get`307 connectors
`tally.workspaces.list`Retrieve a list of workspaces	Retrieve a list of workspaces.	read	`work.workspace.list`50 connectors
`tally.folders.list`List folders	List folders.	read	`content.folder.list`62 connectors
`tally.forms.list`Retrieve a list of forms	Retrieve a list of forms.	read	`content.form.list`36 connectors
`tally.submissions.list`List form submissions	List form submissions.	read	`content.form_response.list`20 connectors
`tally.forms.get`Retrieve a form	Retrieve a form.	read	`content.form.get`35 connectors
`tally.workspaces.get`Retrieve a workspace	Retrieve a workspace.	read	`work.workspace.get`41 connectors
`tally.folders.create`Create a new folder	Create a new folder.	write	`content.folder.create`62 connectors
`tally.webhook_events.list`List webhook events	List webhook events.	read	`automation.webhook_delivery.list`33 connectors
`tally.forms.create`Create a new form	Create a new form.	write	`content.form.create`26 connectors
`tally.folders.delete`Delete a folder	Delete a folder.	destructive	`content.folder.delete`46 connectors
`tally.webhooks.create`Create a webhook	Create a webhook.	write	`automation.webhook.create`209 connectors

Try it

Prompts to paste into Claude.

Each one names the Tally actions it will call, so you know what it reads and what it changes before you send it.

Readread
Who has access in Tally? List every user and their role.
callstally.organization_users.list
Writewrite
Create a new folder in Tally. Show me exactly what you will send before you save it.
callstally.folders.create

Governance for Tally

Destructive actions wait for a yes.

7 Tally actions are destructive. These are all of them:

Delete a foldertally.folders.delete
Delete a formtally.forms.delete
Delete a workspacetally.workspaces.delete
Delete a form submissiontally.submissions.delete
Delete a webhooktally.webhooks.delete
Remove user from organizationtally.organization_users.remove
Cancel an organization invitetally.organization_invites.cancel

A destructive action runs only with confirm: true. Under the human policy the agent cannot confirm for itself: the run stops until a named person approves, in the console or from a signed link in an email. The cap on a key is refused before the call is sent, never after.

dotally.folders.deleteconfirm_policy: human

Delete a folder?

intent: the user asked me to delete a folder

run suspended · waiting for a named person · key tally-agent cannot confirm itself

In the console, or from an emailed signed link.

a key for this connector

account {  op: "keys.create", name: "tally-agent",  allowed_actions: ["tally.*"], cap_calls: 2000,  confirm_policy: "human_for_writes",  approval_rules: [    { match: "tally.folders.delete", approver: "[email protected]" },    { match: "tally.forms.delete", approver: "[email protected]" },    { match: "tally.workspaces.delete", approver: "[email protected]" }  ]}

Illustrative. Scoped to Tally only, capped at 2,000 upstream calls, every write confirmed, and the destructive ones approved by a named person.

Cost

What Tally costs on actionlake.

Every Tally action is one upstream call, the only thing actionlake bills. Searching, check, cost, account and any call Tally refused with 401, 403, 429 or a 5xx are free. Paid plans start at US$49 a month for 250,000 calls, with overage from US$0.30 down to US$0.18 per 1,000.

1upstream call per actionall 38 Tally actions
38actions pageeach page of a long list is one call
19reads can be cacheda cache hit costs nothing
100,000calls a month, freepaid plans from US$49 a month for 250,000

See pricing

Action index

Every Tally action.

38 actions by area: the id your agent calls, what it does, and its effect.

Analytics5

tally.analytics.dimensionsRetrieve form dimensionsread
tally.analytics.drop_offRetrieve form drop-offread
tally.analytics.metricsRetrieve form metricsread
tally.analytics.submissionsRetrieve form submission analyticsread
tally.analytics.visitsRetrieve form visitsread

Forms5

tally.forms.createCreate a new formwrite
tally.forms.deleteDelete a formdestructive
tally.forms.getRetrieve a formread
tally.forms.listRetrieve a list of formsread
tally.forms.updateUpdate a formwrite

Workspaces5

tally.workspaces.createCreate a new workspacewrite
tally.workspaces.deleteDelete a workspacedestructive
tally.workspaces.getRetrieve a workspaceread
tally.workspaces.listRetrieve a list of workspacesread
tally.workspaces.updateUpdate a workspacewrite

Folders4

tally.folders.createCreate a new folderwrite
tally.folders.deleteDelete a folderdestructive
tally.folders.listList foldersread
tally.folders.updateUpdate a folderwrite

Webhooks4

tally.webhooks.createCreate a webhookwrite
tally.webhooks.deleteDelete a webhookdestructive
tally.webhooks.listList webhooksread
tally.webhooks.updateUpdate a webhookwrite

Organization invites3

tally.organization_invites.cancelCancel an organization invitedestructive
tally.organization_invites.createCreate organization inviteswrite
tally.organization_invites.listList organization invitesread

Submissions3

tally.submissions.deleteDelete a form submissiondestructive
tally.submissions.getRetrieve a form submissionread
tally.submissions.listList form submissionsread

Blocks2

tally.blocks.listList form blocksread
tally.blocks.replaceUpdate form blockswrite

Organization users2

tally.organization_users.listList organization usersread
tally.organization_users.removeRemove user from organizationdestructive

Questions2

tally.questions.listList form questionsread
tally.questions.updateUpdate a form questionwrite

Webhook events2

tally.webhook_events.listList webhook eventsread
tally.webhook_events.retryRetry webhook eventwrite

Users1

tally.users.meRetrieve current user informationread

Questions

The Tally MCP server, answered.

Is there a Tally MCP server for Claude?

Yes. actionlake is an MCP gateway: a remote MCP server that gives Claude, or another MCP client, 38 Tally actions across analytics, forms, workspaces and folders, through the same eight tools it uses for every other connector. actionlake is independent; it is not made or endorsed by Tally.

What do I need to connect Tally?

Tally API key. The free call account { op: "connections.requirements", service: "tally" } lists exactly what to paste.

Can an AI agent delete or change things in Tally?

Only if its key allows it, and only with an explicit confirmation. 7 Tally actions are destructive, including delete a folder, delete a form and delete a workspace. Each runs only with confirm: true. Under the human confirm policy, or an approval rule on the key, the run waits until a named person approves it.

Will an AI agent use up my Tally API limit?

actionlake paces every call to the limits in the Tally service file: 100 calls a minute per connection. Repeated reads are answered from cache (19 Tally actions can be), which never reaches Tally.

What does a Tally action cost?

One upstream call, the only unit actionlake bills. A list that pages bills one call per page (38 Tally actions page). Cache hits, searches, dry runs and calls Tally refused with 401, 403, 429 or a 5xx are free. The Free plan includes 100,000 calls a month with no card. Paid plans start at US$49 a month for 250,000 calls, with overage from US$0.30 down to US$0.18 per 1,000.

Which Tally API does it cover?

The Tally API (OpenAPI 1.0.0) at api.tally.so. It is built from Tally's documentation as read on 23 October 2026. 38 actions in 12 areas, each one in the signed service file (version 1.0.0).

Does actionlake keep my Tally data, and where?

actionlake processes and stores data in Sydney, Australia; there is no US region yet. Reads may be cached for up to 5 minutes, and a write clears the reads it affects. Each run's request and response is kept, sealed, for your plan's trace window: 1 day on Free, 3 days on Starter, 7 days on Pro, 14 days on Team, 30 days on Business and 30 days on Enterprise. Your Tally credential is sealed under your tenant's key, never logged and never returned. Your traffic is not used to train models.

Which AI clients can use it?

Claude Code, tested by us end to end, and the Claude app as a custom connector, tested by us with an existing key. Other MCP clients that support remote servers over Streamable HTTP (MCP revisions 2025-06-18 and 2025-11-25) and OAuth dynamic client registration, or a bearer header, should connect the same way; we have not tested them. Or plain REST, under the same action names.

Give your agent Tally today.

Connect Tally free See pricing

Start free - 100,000 calls/month, no card. No signup. Hard caps on every key. Cached answers are free.

Tally MCP server for AI agents.

Connect Tally in three steps.

Add actionlake to Claude.

Connect Tally.

Make the first call. Check before a write.

What an AI agent can do in Tally.

Analytics

Forms

Workspaces

Folders

Webhooks

Organization invites

Submissions

Blocks