Tally AI Agent
Securely connect your AI agents and chatbots (Claude, ChatGPT, Cursor, etc) with Tally MCP or direct API to create forms, fetch responses, automate submissions, and manage survey workflows through natural language.
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Tally is a flexible online form builder for creating surveys, quizzes, and data collection tools. Its intuitive interface makes it easy to gather and manage responses without coding.
▪ Tools & Triggers
Supported Tools and Triggers
Every Tally action and event your agent gets out of the box.
Create Form
Tool to create a new form. Use after preparing block definitions and optional settings.
Create Webhook
Tool to create a new webhook for a form. Use after confirming you have the form ID and the callback URL.
Delete Form
Tool to delete a specific form identified by its ID. Use after confirming the form should be permanently removed.
Delete Webhook
Tool to delete a specific webhook. Use after confirming the webhook ID.
Get Form Details
Tool to retrieve details of a specific form. Use when you need comprehensive form metadata by ID. Use after confirming the form ID to fetch its full configuration, blocks, and stats.
Get Form Responses
Tool to retrieve the responses of a specific form. Use after confirming the form ID and when paginated data is needed.
Get User Info
Tool to retrieve information about the authenticated user. Use when you need to confirm account-level details before proceeding. Returns account/workspace context only — not form-level access; follow up with TALLY_LIST_FORMS to verify form access. Confirm the returned workspace and user context match the intended account before creating or modifying resources, as acting on the wrong context places resources in an unintended account. Do not expose sensitive response fields (e.g., tokens) in user-visible output.
Get Webhook Events
Tool to list events associated with a specific webhook. Use when you need to inspect delivery history after creating or listing a webhook.
Get Workspace
Tool to retrieve a single workspace by its ID with associated members. Use when you need to get detailed information about a specific workspace.
List Form Questions
Tool to retrieve all questions from a specific form. Use when you need to list all questions and their structure after obtaining the form ID.
List Forms
Tool to retrieve a paginated list of forms. Use when you need to list all forms accessible to the authenticated user.
List Organization Invites
Tool to retrieve all pending invites in your organization. Use when you need to view or manage organization invitation status.
List Organization Users
Tool to retrieve all users in an organization. Use when you need to list organization members or check user permissions.
List Webhooks
Tool to retrieve a paginated list of configured webhooks. Use when you need a full listing of webhooks across your accessible forms and workspaces.
List Workspaces
Tool to retrieve a paginated list of workspaces. Use when you need to browse workspaces accessible to the authenticated user.
Update Form
Tool to update form details. Use after confirming the form exists and obtaining its ID.
Update Webhook
Tool to update an existing webhook configuration. Use when you need to modify webhook settings such as URL, event types, or enable/disable status.
Update Workspace
Tool to update the details of a specific workspace identified by its ID. Use when you need to rename a workspace after confirming the workspace ID.
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