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Tally MCP connector

OAuth 2.1/DCRProductivityAutomation

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. Terminal window
    npm install @scalekit-sdk/node

    Full SDK reference: Node.js | Python

  2. 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. 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)

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)

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.

NameTypeRequiredDescription
operationsarrayrequiredNo 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.

NameTypeRequiredDescription
updatesarrayrequiredNo 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.

NameTypeRequiredDescription
groupsarrayrequiredNo 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.

NameTypeRequiredDescription
titlestringrequiredNo description.
coverImageUrlstringoptionalNo description.
logoUrlstringoptionalNo description.
submitButtonTextstringoptionalNo description.
workspaceIdstringoptionalNo 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.

NameTypeRequiredDescription
urlstringrequiredNo 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.

NameTypeRequiredDescription
formIdstringrequiredNo description.
periodstringrequiredNo description.
includearrayoptionalNo 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.

NameTypeRequiredDescription
formIdstringrequiredNo description.
filterobjectoptionalNo description.
limitnumberoptionalNo description.
pagenumberoptionalNo 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.

NameTypeRequiredDescription
filterobjectoptionalNo description.
limitnumberoptionalNo description.
pagenumberoptionalNo 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.

NameTypeRequiredDescription
formIdstringrequiredNo 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.

NameTypeRequiredDescription
blockUuidsarrayrequiredNo description.
insertAfterBlockUuidstringrequiredNo description.
tallymcp_remove_blocks#Remove specific blocks from the form by their UUIDs.1 param

Remove specific blocks from the form by their UUIDs.

NameTypeRequiredDescription
blockUuidsarrayrequiredNo description.
tallymcp_remove_pages#Remove entire pages from the form by page number.1 param

Remove entire pages from the form by page number.

NameTypeRequiredDescription
pageNumbersarrayrequiredNo description.
tallymcp_remove_questions#Remove entire questions from the form by their UUIDs.1 param

Remove entire questions from the form by their UUIDs.

NameTypeRequiredDescription
questionUuidsarrayrequiredNo 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).

NameTypeRequiredDescription
commandstringrequiredNo description.
currentPageNumbernumberoptionalNo description.
newPageNumbernumberoptionalNo description.
orderarrayoptionalNo description.
pageNumberAnumberoptionalNo description.
pageNumberBnumberoptionalNo description.
tallymcp_reposition_questions#Move or swap questions using a command (move, swap).5 params

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

NameTypeRequiredDescription
commandstringrequiredNo description.
afterBlockUuidstringoptionalNo description.
questionUuidAstringoptionalNo description.
questionUuidBstringoptionalNo description.
questionUuidsarrayoptionalNo 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.

NameTypeRequiredDescription
formIdstringoptionalNo description.
statusstringoptionalNo 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.

NameTypeRequiredDescription
layoutstringrequiredNo 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.

NameTypeRequiredDescription
titlestringrequiredNo 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.

NameTypeRequiredDescription
cssstringrequiredNo description.
reasonstringrequiredNo 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.

NameTypeRequiredDescription
closeAtstringoptionalNo description.
closeMessagestringoptionalNo description.
hasPartialSubmissionsbooleanoptionalNo description.
hasProgressBarbooleanoptionalNo description.
isClosedbooleanoptionalNo description.
languagestringoptionalNo description.
metaDescriptionstringoptionalNo description.
metaImageUrlstringoptionalNo description.
metaSiteFaviconUrlstringoptionalNo description.
metaSiteNamestringoptionalNo description.
metaTitlestringoptionalNo description.
pageAutoJumpbooleanoptionalNo description.
passwordstringoptionalNo description.
redirectOnCompletionUrlstringoptionalNo description.
respondentEmailstringoptionalNo description.
saveForLaterbooleanoptionalNo description.
selfEmailstringoptionalNo description.
submissionsDataRetentionstringoptionalNo description.
submissionsLimitstringoptionalNo description.
uniqueSubmissionKeystringoptionalNo description.
verifyEmailstringoptionalNo 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.

NameTypeRequiredDescription
advancedobjectoptionalNo description.
appearanceobjectoptionalNo 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.

NameTypeRequiredDescription
updatesarrayrequiredNo description.