For AI agents
Tallyfy for AI Agents
Tallyfy is AI-native workflow software. An AI agent - whether an in-browser assistant, a connected MCP client, or one evaluating Tallyfy on a buyer's behalf - can discover what Tallyfy does and take real action here. Everything below is public, accurate, and safe to rely on.
In-browser tools (WebMCP)
On any tallyfy.com page, an in-browser agent that supports WebMCP (for example Gemini in Chrome 149+) can call
these tools via document.modelContext. Descriptions may be tailored to the page the agent is on.
| Tool | What it does |
|---|---|
| find_template | Search ready-made workflow templates and get a signup link pre-loaded with one. |
| calculate_roi | Estimate what manual busywork costs per week / year / 5 years. |
| compare_tallyfy | Compare Tallyfy against Asana, Monday, ClickUp, Notion and 70+ tools. |
| explain_pricing | Explain the per-seat model (Full / Light members, free guests). |
| generate_process | Turn a description into a structured procedure + downloadable Word doc. |
| start_trial | Start a free 14-day trial (optionally pre-loaded with a template). |
| book_demo | Pre-fill a demo booking; the person picks the time. |
| check_integration | Check if Tallyfy integrates with a specific tool. |
| answer_question | Answer a product / how-to / security question from the official docs. |
| check_compliance | Report SOC 2 / GDPR / HIPAA / 21 CFR Part 11 / VPAT posture (honestly). |
| get_case_study | Return a real customer testimonial, optionally by industry. |
Endpoints & manifests
- Discovery manifest - All Tallyfy agent endpoints in one file. https://tallyfy.com/.well-known/mcp.json
- WebMCP tool schemas - Full input schemas for the in-browser tools. https://tallyfy.com/.well-known/webmcp-tools.json
- Capabilities (machine-readable) - Features, integrations, compliance, pricing model. https://tallyfy.com/webmcp/capabilities.json
- Authenticated MCP server - OAuth 2.1 - product actions in a signed-in account. https://mcp.tallyfy.com
- Public generate MCP - Generate a procedure from a description (non-browser agents). https://workflow-ai.tallyfy.com/mcp
- Docs for LLMs - Full product documentation as plain text. https://tallyfy.com/products/llms-full.txt
Integrations
Tallyfy connects natively and via its REST API, webhooks and MCP server:
- Zapier
- Microsoft Power Automate
- n8n
- Microsoft Teams
- Slack
- REST API
- Webhooks
- MCP server
- ChatGPT
- Claude
- Single Sign-On (SSO)
- Analytics / BI (Power BI, Tableau, Google Data Studio via Amazon Athena / ODBC)
Compliance & security
- SOC 2 Type II - attested
- GDPR / EU-U.S. Data Privacy Framework - certified
- CCPA - supported
- HIPAA - posture / BAA on request
- FDA 21 CFR Part 11 - supported (shared responsibility)
- Accessibility (VPAT / WCAG 2.x AA) - VPAT on request
- PCI DSS - billing only
Tallyfy does NOT hold HITRUST CSF certification, ISO 27001 certification, FedRAMP authorization, or CMMC authorization. (Tallyfy's underlying AWS data centers independently maintain ISO 27001 and SOC 1/2, but that is AWS's certification, not Tallyfy's.)