ChatGPT integration

Run Tallyfy workflows from ChatGPT

Connect ChatGPT to Tallyfy and you can run your work by just asking. Type what you want in plain English, and ChatGPT does it in Tallyfy: show your open tasks, start a process, check where something stands, or tidy up a template. No code. No API keys. You sign in once with your normal Tallyfy account, and ChatGPT handles the rest.

The setup takes a few minutes and you do it once. After that, you just chat.

Set up the connection

Turn on Developer Mode in ChatGPT

Click your profile icon in the top-left corner, then go to Settings > Apps and Connectors > Advanced Settings. Turn on Developer Mode. You need this for ChatGPT to make changes in Tallyfy. (Read-only Deep Research works without it.)
Open the Connectors or Apps section

In ChatGPT Settings, go to Connectors (OpenAI renamed this to Apps in December 2025, so the label depends on your version). Click Create or Add Custom App.
Fill in the connector details
- Name: Tallyfy
- Description: Connect to Tallyfy to search and manage workflow tasks, processes, and templates
- MCP Server URL: https://mcp.tallyfy.com
- Authentication: leave the default. ChatGPT sets this up for you.
Sign in to your Tallyfy account

Click Connect. ChatGPT sends you to Tallyfy’s login page. Sign in and click Authorize to grant access. That’s it - you’re connected, and ChatGPT remembers it next time.
Test it

Start a new conversation and type: Show me my open tasks in Tallyfy. If you see a short tool-call step followed by your task list, the connection is working.
Share with your team (optional)

Publish the connector to your ChatGPT workspace so your team can use it too. Admins control who sees it and what they can do in workspace settings.

What you can ask ChatGPT to do

Once you’re connected, you talk to Tallyfy in plain language. ChatGPT picks the right action behind the scenes. You can ask it to:

Find and create tasks - list your tasks, a teammate’s tasks, or every task in a process, and create a new task from a sentence (it picks out the title, deadline, and who to assign).
Search - find tasks, running processes, or templates by keyword.
Check process status - see how far a running process has gone and what step it’s on.
Read and build templates - pull up a template, add steps, set who’s assigned, edit instructions, and get suggestions for deadlines and kick-off fields.
Manage form fields - add, update, reorder, or remove fields on a step, and edit dropdown choices.
Set up automations - create, change, delete, and review the if-then rules on a template, with suggestions for cleaning up duplicates and conflicts.
Manage people - list your members and guests, and invite someone new by email.
Get advice - ask ChatGPT to review a template’s health or suggest improvements.

There are more than 30 of these actions in total. The full list, with exact names, is in the For developers section below.

You’re always in control of changes. Before ChatGPT creates, updates, or deletes anything, it shows a confirmation box. Nothing changes in Tallyfy until you approve it.

Real examples

Here’s the kind of thing people ask, and what ChatGPT does with it:

“Show me all urgent tasks assigned to the sales team.” ChatGPT searches your tasks and returns a filtered list with the details.
“What’s the status of the employee onboarding process for John Smith?” ChatGPT finds the process and reports how complete it is and which step it’s on.
“Analyze our Customer Onboarding template and suggest improvements.” ChatGPT pulls the template, checks its health, reviews the automations, and summarizes what to fix.
“Get all my tasks and tell me which ones are overdue.” ChatGPT gathers your tasks, checks the due dates, and gives you an organized summary.
“Add a rule to the Sales template that assigns the contract review step to Sarah when a deal is over $50,000.” ChatGPT finds the step, sets up the rule, and creates it after you approve.
“Find our onboarding template, show me the active runs, and tell me which form fields people leave empty most often.” ChatGPT chains several lookups together and summarizes the pattern for you.

Tips for better questions

The clearer your request, the better the answer:

Be specific. “Find tasks with ‘invoice approval’ in the title assigned to me” beats “show tasks”.
Add context for filtering. “Get processes from the Customer Onboarding template created in the last 7 days” beats “find recent processes”.
Say exactly what to change. “Add ‘Critical’ to the Priority dropdown in the Bug Report template” beats “change the priority field”.
Ask for the shape you want. “List my tasks grouped by due date, showing only title and assignee” gives you a tidy summary instead of a wall of text.

What ChatGPT can’t show or do

ChatGPT is text, so a few things stay in Tallyfy itself:

Visual views. ChatGPT can’t draw Tallyfy’s process tracker or workflow diagrams. For step flows, progress bars, and dependencies at a glance, use the tracker view in Tallyfy.
Complex form fields. Dropdowns with lots of options, date pickers, and file uploads don’t translate well to plain text. File attachments can’t be handled at all.
Live updates. ChatGPT won’t notify you when a teammate changes something. You’ll see their changes the next time you ask.
Bulk visual work. Drag-and-drop reordering, batch update previews, and visual branching stay in Tallyfy’s normal interface.

Keeping your data safe

Secure sign-in. You authorize access with your Tallyfy login. No passwords or API keys get passed around.
You control what it can touch. Access is split into separate read and write permissions across tasks, processes, templates, forms, users, and automations.
Changes need your approval. ChatGPT shows a confirmation box before any create, update, or delete.
Revoke anytime. OpenAI stores your sign-in securely, and you can disconnect from ChatGPT Settings > Connectors whenever you want.
No training on your data. OpenAI doesn’t use these interactions to train its models, per their usage policies.
Watch for prompt injection. If a task or template contains text that reads like instructions, be careful and double-check anything ChatGPT does that looks unexpected before you act on it.

Troubleshooting

ChatGPT can’t find the Tallyfy connector

Check that Developer Mode is on: Settings > Apps and Connectors > Advanced Settings.
Confirm your ChatGPT plan supports Apps and Connectors (Plus, Pro, Team, Enterprise, or Education).
Re-create the connector with the correct URL: https://mcp.tallyfy.com.

Sign-in fails or keeps looping

Reconnect from Settings > Connectors > Tallyfy > Reconnect.
Confirm your Tallyfy account is active with at least a Standard role.
Clear your browser cache and try again. (To check the server itself is reachable, see For developers.)

ChatGPT says it can’t use certain tools

Make sure you approved every permission when you first connected.
Some changes need an Administrator role in Tallyfy.
Disconnect and reconnect to ask for all permissions again.

Search comes back empty

Make the request more specific - a search needs at least one keyword.
Confirm the items exist in your workspace and that your account is allowed to see them.

What it costs

Your ChatGPT subscription covers this:

ChatGPT Plus: $20/month - works through Developer Mode, for individual use.
ChatGPT Pro: $200/month - higher rate limits and priority access.
ChatGPT Team: $25/user/month - workspace sharing and admin controls.
ChatGPT Enterprise or Education: custom pricing - admin-managed apps and extra security.

Tallyfy doesn’t charge anything extra for this. Every request ChatGPT makes does count toward your normal Tallyfy API rate limits, so specific questions (rather than broad ones) keep things fast.

For developers

(Skip this unless you’re setting up the technical side.)

The Tallyfy MCP server at https://mcp.tallyfy.com uses OAuth 2.1 with PKCE¹. ChatGPT discovers the endpoints automatically through the /.well-known URLs, so you don’t configure them by hand. Tallyfy issues the tokens; OpenAI stores the refresh token securely, and it’s revocable anytime. Use Streamable HTTP transport - SSE is no longer supported.

OAuth endpoints

ChatGPT auto-discovers these. You only need them for debugging or a custom client.

Endpoint	URL
MCP server	`https://mcp.tallyfy.com`
Protected resource metadata (RFC 9728)	`https://mcp.tallyfy.com/.well-known/oauth-protected-resource`
Authorization server metadata (RFC 8414)	`https://mcp.tallyfy.com/.well-known/oauth-authorization-server`
Authorization (proxy)	`https://mcp.tallyfy.com/mcp/oauth/authorize`
Token exchange (proxy)	`https://mcp.tallyfy.com/mcp/oauth/token`
Client registration (proxy)	`https://mcp.tallyfy.com/mcp/oauth/register`
Tallyfy auth server	`https://account.tallyfy.com`

Permission scopes

ChatGPT requests all 12 of these during authorization.

Scope	Access
`mcp.tasks.read`	Search and retrieve task data
`mcp.tasks.write`	Create and update tasks
`mcp.processes.read`	View workflow process status
`mcp.processes.write`	Manage process lifecycle
`mcp.templates.read`	Read template configurations
`mcp.templates.write`	Edit templates, steps, and automations
`mcp.forms.read`	View form field definitions
`mcp.forms.write`	Add and update form fields
`mcp.users.read`	View users and guests
`mcp.users.write`	Invite and manage users
`mcp.automation.read`	View automation rules
`mcp.automation.write`	Create and modify automations

Full list of MCP tools

Task tools

get_my_tasks - Get all tasks assigned to the current user (no parameters needed)
get_user_tasks - Get tasks assigned to a specific team member by user ID
get_tasks_for_process - Get all tasks in a specific process by ID or name
create_task_from_text - Create a task from natural language - extracts title, deadline, and assigns to named members or guests

Search tools

search_for_tasks - Search tasks across the organization by keyword
search_for_processes - Search workflow processes/runs by keyword
search_for_templates - Search templates by keyword (use get_all_templates for a full list)

Process tools

get_organization_runs - Get all workflow processes with optional filters for status, template, owner, tags, and type

Template tools

get_template - Get a template by ID or name with full details
get_all_templates - Get all templates in the organization
get_kickoff_fields - Get kick-off form fields for a template
get_step_dependencies - Analyze which automations control when a step appears
assess_template_health - Retrieve full template data so the AI can assess the template’s health
suggest_step_deadline - Get deadline recommendations for a step
suggest_kickoff_fields - Get suggested kick-off fields based on template content
add_step_to_template - Add a new step to an existing template
add_assignees_to_step - Add member or guest assignees to a step
edit_description_on_step - Update the description/instructions on a step

Form field tools

add_form_field_to_step - Add text, dropdown, date, or other field types to a step
update_form_field - Update an existing form field’s properties
move_form_field - Reorder a form field within a step
delete_form_field - Remove a form field from a step
get_dropdown_options - Get the options for a dropdown field
update_dropdown_options - Update dropdown choices
suggest_form_fields_for_step - Get AI recommendations for useful form fields based on step content

Automation tools

create_automation_rule - Create if-then automation rules on a template
update_automation_rule - Modify an existing automation rule’s conditions or actions
delete_automation_rule - Remove an automation rule
analyze_template_automations - Analyze all automations with redundancy detection (duplicates, same-trigger groups)
get_step_visibility_conditions - See which automations control a step’s visibility with actual condition details
suggest_automation_consolidation - Get prioritized recommendations for consolidation (orphaned rules, duplicates, conflicts, merge candidates)

User and guest tools

get_organization_users - Get all organization members with profile data
get_organization_users_list - Get members with minimal data for listing
get_organization_guests - Get guest users with full data
get_organization_guests_list - Get guests with minimal data
invite_user_to_organization - Invite a new member by email

Checking the server and connection errors

To confirm the server is reachable, open https://mcp.tallyfy.com/.well-known/oauth-protected-resource in a browser. A JSON response means it’s up.

If you hit SSE connection errors, that’s expected: SSE transport is no longer supported. The server uses Streamable HTTP only, and recent ChatGPT versions default to it, so update ChatGPT if you’re on an old build.

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