Tally MCP connector for AI agents

CALL ANY TOOL

Create and edit forms, manage submissions, and update logic in your Tally workspace. Same toolkit, every framework, no auth plumbing.

tally_forms_list

List forms

List all forms in the authorized Tally workspace with status, submission count, and last-updated metadata.

Parameters

Name

Type

Required

Description

limit

integer

Optional

Max forms to return

tally_submissions_list

List submissions

tally_form_create

Create form

tally_form_update

Update form

tally_responses_get

Get responses

Build your Agent

Drop the toolkit in, point it at the user, and your agent can manage Tally forms and submissions from the first run.

import { ScalekitClient } from "@scalekit-sdk/node";
import { DynamicStructuredTool } from "@langchain/core/tools";
import { createReactAgent } from "@langchain/langgraph/prebuilt";
import { z } from "zod";

const sk = new ScalekitClient(envUrl, clientId, clientSecret);

const { tools } = await sk.tools.listScopedTools("user_123", {
  filter: { connectionNames: ["tallymcp"], toolNames: ["tally_forms_list", "tally_submissions_list", "tally_form_create"] },
  pageSize: 100,
});

const lcTools = tools.map((t) => new DynamicStructuredTool({
  name: t.tool.definition.name,
  description: t.tool.definition.description,
  schema: z.object({}).passthrough(),
  func: async (args) => {
    const { data } = await sk.tools.executeTool({
      toolName: t.tool.definition.name,
      identifier: "user_123",
      params: args,
    });
    return JSON.stringify(data);
  },
}));

const agent = createReactAgent({ llm, tools: lcTools });

import { ScalekitClient } from "@scalekit-sdk/node";
import OpenAI from "openai";

const sk = new ScalekitClient(envUrl, clientId, clientSecret);
const openai = new OpenAI();

const { tools } = await sk.tools.listScopedTools("user_123", {
  filter: { connectionNames: ["tallymcp"], toolNames: ["tally_forms_list", "tally_submissions_list", "tally_form_create"] },
  pageSize: 100,
});

const llmTools = tools.map((t) => ({
  type: "function",
  function: {
    name: t.tool.definition.name,
    description: t.tool.definition.description,
    parameters: t.tool.definition.input_schema,
  },
}));

const resp = await openai.responses.create({
  model: "gpt-4o", input: prompt, tools: llmTools,
});

import { ScalekitClient } from "@scalekit-sdk/node";
import Anthropic from "@anthropic-ai/sdk";

const sk = new ScalekitClient(envUrl, clientId, clientSecret);
const anthropic = new Anthropic();

const { tools } = await sk.tools.listScopedTools("user_123", {
  filter: { connectionNames: ["tallymcp"], toolNames: ["tally_forms_list", "tally_submissions_list", "tally_form_create"] },
  pageSize: 100,
});

const llmTools = tools.map((t) => ({
  name: t.tool.definition.name,
  description: t.tool.definition.description,
  input_schema: t.tool.definition.input_schema,
}));

const msg = await anthropic.messages.create({
  model: "claude-sonnet-4-6", max_tokens: 1024,
  tools: llmTools,
  messages: [{ role: "user", content: prompt }],
});

import { Agent } from "@google/adk/agents";
import {
  MCPToolset, StreamableHTTPConnectionParams,
} from "@google/adk/tools/mcp";

const toolset = new MCPToolset({
  connectionParams: new StreamableHTTPConnectionParams({
    url: "https://mcp.scalekit.com/tallymcp",
    headers: { Authorization: `Bearer ${userScopedToken}` },
  }),
});

const agent = new Agent({
  name: "agent", model: "gemini-2.0-flash",
  tools: await toolset.getTools(),
});

Try these prompts

Paste any prompt into your ops agent to start managing Tally forms and analyzing submission data.

Search & recall

Copy the prompt

Copied

List all submissions from [form name] in the last [N] days.

Copy the prompt

Copied

How many responses did the [form name] receive this month?

Copy the prompt

Copied

Get the full response for submission ID [ID].

Action & create

Copy the prompt

Copied

Create a new feedback form with NPS, text, and email fields.

Copy the prompt

Copied

Update the [form name] form to add a [field type] field.

Copy the prompt

Copied

List all forms in my Tally workspace.

SEE HOW AUTH WORKS

Users authorize Tally once. Their workspace credentials stay vaulted, every form action is scoped to their account, and every call is logged.

1

Authorize

Your user connects

Tally MCP

once. We tie it to their identity and the meetings they approved — no shared bot account, no org-wide access

Who:

user ‘A’

when:

Once per user

access:

Limited to user

2

Store

Their

Tally MCP

token lives in a vault scoped to them. User A's meetings are never reachable by an agent acting for user B, even on the same connection

vault:

encrypted

scope:

per-user

tokens:

auto-refreshed

3

Resolve

When your agent calls a

Tally MCP

tool, we fetch the right token server-side. It never touches your agent, never appears in the LLM context, never shows up in your logs

speed:

~40ms

check:

before every call

seen by:

nobody

4

Audit

Every

Tally MCP

tool call is logged — who triggered it, which meeting was fetched, what came back. 90 days of history, tied to the user who authorized it

history:

90 days

export:

SIEM-ready

logged:

every call

Test other agents

Same per-user auth pattern across other productivity and automation connectors.

No items found.

Why Scalekit

Secure your agent's access. Connectors ship in minutes

Other connector libraries treat auth as a demo afterthought. Scalekit starts with user identity, scope enforcement, and audit.

01.

Shared tokens break per-user analytics

A shared token looks fine in a demo. In production every call looks like a service account. Scalekit resolves the real user credential so attribution, audit, and scope stay accurate.

// shared token
 audit → bot_service_account
 user_filter → broken

 // scalekit
 audit → user_abc
 scope → enforced ✓

02.

Authentication is not authorization

03.

Multi-tenancy is architectural

04.

Tally MCP today. Others tomorrow.

“Our agents act across Salesforce, Gong, Google Drive, and more, on behalf of every customer. Scalekit behind the scenes meant we can keep adding tools without ever rebuilding how credentials or tool calling work.”

Venu Madhav Kattagoni

Head of Engineering / Von

FAQs

Frequently Asked Questions

Does the agent access Tally as the user or a shared account?

As the user. Each workspace member authorizes once and Scalekit resolves their credential. Form actions are scoped to that user's Tally workspace.

Where is the Tally OAuth token stored?

In Scalekit's AES-256 vault, namespaced per tenant. Tokens never appear in prompts or LLM context.

Can I restrict the agent to read-only form access?

Yes. Use listScopedTools to allow submissions listing without granting form creation or update permissions.

What happens when a user revokes Tally access?

The connection is invalidated on the next tool call. Subsequent requests fail closed. Other workspace members remain unaffected.

Can the agent combine Tally submissions with CRM data in one workflow?

Yes. A single agent can pull Tally submissions and create HubSpot contacts in the same workflow, each using the same user identity.

Tally MCP

Tools your agent reaches for on Tally MCP, scoped per user.