Mcp Server > Using Tallyfy MCP server with Claude (text chat)
Claude integration
Your Claude Pro or Team subscription brings advanced reasoning and analytical capabilities directly into Tallyfy workflows. Through Model Context Protocol (MCP) servers and OAuth2, Claude reads your task context, applies sophisticated analysis, and completes complex work that requires nuanced understanding - using the Claude subscription you already have.
Claude integration leverages Anthropic’s MCP (Model Context Protocol) framework for secure, intelligent connections:
- MCP server setup: Tallyfy hosts MCP servers that Claude can connect to
- OAuth2 authentication: Secure authorization links your Claude account
- Context window optimization: Smart chunking sends relevant task data
- Advanced reasoning: Claude processes with its full analytical capabilities
- Structured responses: Results flow back in formats Tallyfy understands
Claude excels at tasks requiring deep analysis, careful reasoning, and nuanced judgment - perfect for complex workflow decisions.
Claude uses enterprise-grade OAuth2 with MCP extensions:
Authorization endpoint: https://go.tallyfy.com/mcp/oauth/authorize
Token endpoint: https://go.tallyfy.com/mcp/oauth/token
MCP server: https://go.tallyfy.com/mcp/server
Required scopes: mcp:tasks
, mcp:processes
, mcp:files
The MCP protocol adds:
- Tool discovery for available Tallyfy actions
- Schema validation for data integrity
- Secure sandboxing of operations
- Audit trails for every interaction
Claude excels at understanding lengthy, complex documents:
- Legal contract review with clause-by-clause analysis
- Technical documentation review for accuracy and completeness
- Research synthesis from multiple sources
- Compliance audit against detailed requirements
Claude handles tasks requiring careful thought:
Task: Evaluate Project ProposalClaude instruction: "Review the attached proposal against our evaluationcriteria. Score each section (feasibility, budget, timeline, risk).Identify any gaps or concerns. Provide a detailed recommendation withspecific conditions for approval."
Claude generates high-quality written content:
Task: Create Process DocumentationClaude instruction: "Based on the process steps completed so far, writecomprehensive documentation including: purpose, prerequisites, detailedsteps, common issues, and best practices. Format in our standardtemplate structure."
Claude understands nuanced data patterns:
Task: Analyze Customer FeedbackClaude instruction: "Review all feedback from this quarter. Identifyrecurring themes, sentiment patterns, and emerging issues. Correlatewith product changes. Generate actionable insights for each department."
RFP response generation
Workflow: RFP Response ProcessClaude's role: Reads RFP requirements, matches against your capabilitiesdatabase, generates tailored responses for each section, flags areasneeding human input, maintains consistent tone and messaging.
Employee performance reviews
Workflow: Quarterly Review ProcessClaude's role: Synthesizes feedback from multiple sources, identifiespatterns and growth areas, drafts balanced review narrative, suggestsspecific development goals, ensures consistency across reviews.
Incident analysis and reporting
Workflow: Incident ManagementClaude's role: Analyzes incident details, determines root cause,assesses impact and severity, generates detailed report with timeline,recommends preventive measures.
Leverage Claude’s analytical depth
Good: "Analyze the proposal considering technical feasibility, financialviability, strategic alignment, and risk factors. Provide weighted scoringfor each dimension with detailed justification."
Bad: "Review the proposal and approve or reject."
Use Claude’s context window effectively
Good: "Using all previous task responses in this process, identifypatterns and generate a comprehensive summary highlighting key decisionsand their rationales."
Bad: "Summarize this process."
Enable structured reasoning
Good: "First, identify all stakeholders affected. Second, analyze impacton each group. Third, recommend mitigation strategies. Finally, providean implementation timeline."
Bad: "Figure out who this affects and what to do."
The Tallyfy MCP server exposes these tools to Claude:
Task operations
get_task
: Retrieve full task contextcomplete_task
: Mark task complete with dataadd_comment
: Add analytical commentsupdate_fields
: Fill form fields with generated content
Process operations
get_process_history
: Access complete process contexttrigger_automation
: Initiate conditional branchescreate_subtask
: Generate follow-up tasks
File operations
read_attachment
: Extract and analyze file contentsgenerate_document
: Create formatted documentsupdate_template
: Suggest process improvements
Constitutional AI alignment Claude follows ethical guidelines automatically:
- Refuses inappropriate requests
- Maintains data privacy
- Provides balanced analysis
- Explains reasoning transparently
Long context handling Claude Pro handles up to 200K tokens:
- Entire process histories
- Multiple document attachments
- Comprehensive analysis across steps
- Pattern recognition over time
Multilingual capabilities Claude processes multiple languages:
- Automatic language detection
- Translation with context preservation
- Cultural nuance awareness
- Localized content generation
Context management strategies:
- Send only relevant historical data
- Summarize previous steps when possible
- Use references instead of full documents
- Implement progressive disclosure
Token optimization:
Efficient: "Analyze Section 3.2 of the contract for liability terms"Wasteful: "Read the entire contract and find liability information"
Response formatting:
Structured: "Return as JSON: {approved: boolean, reason: string, conditions: array}"Unstructured: "Tell me your thoughts on this"
Claude integration maintains enterprise security:
- No training on your data: Anthropic doesn’t train on API inputs
- Data isolation: Each organization’s data remains separate
- Audit logging: Complete interaction history
- GDPR compliant: Data deletion on request
- SOC 2 Type II: Anthropic maintains compliance
“Claude times out on complex tasks”
- Break into smaller subtasks
- Reduce context window size
- Implement checkpoints for long analyses
“Responses lack specific details”
- Provide more context in instructions
- Include examples of desired output
- Reference specific data fields
“MCP connection fails”
- Verify OAuth tokens are current
- Check MCP server endpoint availability
- Review permission scopes
Q2 2025 roadmap:
- Project Claude integration for team collaboration
- Artifacts support for code and document generation
- Custom Claude models for your organization
- Persistent memory across process instances
Q3 2025 roadmap:
- Computer use API for browser automation
- Multi-modal processing (images, PDFs)
- Real-time streaming responses
- Batch processing for bulk operations
- Start with high-value tasks: Focus on complex decisions requiring analysis
- Provide clear context: Claude performs best with comprehensive information
- Use structured formats: Define expected output schemas
- Implement review steps: Add human checkpoints for critical decisions
- Monitor and iterate: Review Claude’s outputs to refine instructions
Using your Claude subscription efficiently:
- Claude Pro: $20/month for individual use
- Claude Team: $25/user/month with higher limits
- No additional Tallyfy charges for BYO AI
- API calls count toward your Anthropic quotas
Claude brings PhD-level analysis to every workflow. Complex decisions that took hours of human review now happen automatically, with reasoning you can trust and audit.
Integrations > BYO AI (Bring Your Own AI)
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