Claude integration

Connect Claude to Tallyfy

Connect Claude to Tallyfy and you can manage your work just by chatting. Ask Claude about your tasks, launch a process, or clean up a template, and it does the work in your Tallyfy account for you. It works in both Claude.ai on the web and the Claude Desktop app, on any paid Claude plan.

You connect once by adding Tallyfy as a connector in Claude’s settings, then signing in with your Tallyfy account. Claude takes it from there. The exact steps for the web app and the desktop app are under For developers.

What you can do

Once it’s connected, you talk to Claude in plain language and it works in Tallyfy for you. Claude can:

Handle your tasks - find your open tasks, create new ones from a sentence, update them, and mark them done.
Run and track processes - launch a workflow from a template, check on running work, and archive what’s finished.
Build and tidy templates - read a template, add steps, suggest deadlines and form fields, and check a template’s health for problems.
Manage form fields and automation rules - add or change fields, and create or clean up the if-then rules that drive your workflows.
Work with comments and people - read and add task comments, and look up or invite team members and guests.

How to connect

The setup is quick. In Claude’s settings, open Connectors (or Integrations in the desktop app), add a custom connector named Tallyfy pointing at the Tallyfy MCP server¹, and sign in with your Tallyfy account to authorize it. Add it once and it syncs across Claude on the web, desktop, and mobile. Step-by-step clicks for both apps are under For developers.

What it costs

You need a paid Claude plan (Pro, Max, Team, or Enterprise). There’s no extra Tallyfy charge for using this, but the tool calls count toward your Anthropic usage limits.

Is it secure?

Yes. Anthropic doesn’t train on your data. The Claude Desktop app stores your sign-in token in your computer’s secure keychain (macOS Keychain or Windows Credential Manager), never in plain text. Each organization’s data stays separate, every interaction is logged for audit, and Anthropic maintains SOC 2 Type II compliance. The sign-in detail is under For developers.

For developers

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

The integration is live. The Tallyfy MCP server at https://mcp.tallyfy.com supports OAuth 2.1 with PKCE. Use Streamable HTTP transport - SSE is no longer supported. Both Claude.ai (web) and Claude Desktop connect through it, and the connection uses OAuth 2.1 with PKCE² - Claude handles the auth flow automatically when you add the server URL.

Set up Claude.ai (web)

Available on paid Claude plans (Pro, Max, Team, Enterprise). Once added, the connector syncs across Claude web, Claude Desktop, and Claude Mobile.

Open Claude.ai settings

Go to claude.ai ↗ and click your profile icon in the top-left corner, then select Settings.
Go to Connectors

In Settings, click Connectors in the left sidebar.
Add a custom connector

Click Add custom connector. Enter:
- Name: Tallyfy
- URL: https://mcp.tallyfy.com
Then click Save.
Authorize with your Tallyfy account

Claude.ai opens a browser window to Tallyfy’s authorization page. Sign in with your Tallyfy credentials and click Authorize to grant Claude access to your organization.
Verify the connection

Start a new conversation. The Tallyfy connector appears in your active integrations. Try:
```
What are my open tasks in Tallyfy?
```
Claude calls get_my_tasks and returns your current task list.

Set up Claude Desktop

Available on paid Claude plans (Pro, Max, Team, Enterprise). Download for macOS or Windows.

Install or update Claude Desktop

Download from claude.ai/download ↗. Remote MCP server support with OAuth requires a recent version.
Open settings

Launch Claude Desktop, then open Settings. On macOS use Cmd+, or click the Claude menu - then Settings. On Windows use the gear icon or the application menu.
Go to Integrations

Go to the Integrations tab (labelled Extensions or MCP servers in some versions).
Add the Tallyfy MCP server

Click Add integration, Add remote server, or the + button. Enter:
```
https://mcp.tallyfy.com
```
Claude Desktop discovers the OAuth endpoints automatically - no manual configuration needed.
Authorize with your Tallyfy account

Claude Desktop opens a browser window to Tallyfy’s authorization page. Sign in and click Authorize. The token is stored in your OS keychain (macOS Keychain or Windows Credential Manager) - never in plaintext.
Restart Claude Desktop

Quit completely (Cmd+Q on macOS) and relaunch. This ensures the MCP connection initializes cleanly.
Verify the connection

Open a new conversation. Look for the tools icon at the bottom of the chat input - clicking it shows available Tallyfy tools. Try:
```
What are my open tasks in Tallyfy?
```
Claude calls get_my_tasks and returns your current task list.

How the integration works

Tallyfy’s MCP server runs on Cloudflare at https://mcp.tallyfy.com and exposes your Tallyfy data as tools Claude can call during a conversation.

The flow works like this:

Tool discovery - Claude connects and queries the MCP server for available tools
OAuth 2.1 authentication - Claude handles the auth flow. You sign in with Tallyfy credentials and authorize access
Tool calls - When you ask a question, Claude picks the right Tallyfy tool and passes the correct parameters
API execution - The MCP server uses your credentials to call the Tallyfy API and returns structured results
Response - Claude formats the data into a natural language answer

Authentication architecture

The MCP server uses OAuth 2.1 with PKCE (S256). All discovery and token exchange happens through https://mcp.tallyfy.com, which proxies to Tallyfy’s authorization server:

Endpoint	URL
MCP server	`https://mcp.tallyfy.com`
Protected resource metadata	`https://mcp.tallyfy.com/.well-known/oauth-protected-resource`
Authorization server metadata	`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`
JWKS (token verification)	`https://mcp.tallyfy.com/.well-known/jwks.json`

Supported OAuth scopes:

Scope	Access
`mcp.tasks.read`	Read tasks and assignments
`mcp.tasks.write`	Create, update, and complete tasks
`mcp.processes.read`	Read workflow runs
`mcp.processes.write`	Launch, update, and archive processes
`mcp.templates.read`	Read templates and steps
`mcp.templates.write`	Edit templates, steps, and automations
`mcp.forms.read`	Read form fields
`mcp.forms.write`	Add and modify form fields
`mcp.users.read`	Read organization members and guests
`mcp.users.write`	Invite and manage users
`mcp.automation.read`	Read automation rules
`mcp.automation.write`	Create and modify automations

MCP server tools

The Tallyfy MCP server exposes these tools to Claude:

Task tools

get_my_tasks - Get all tasks assigned to the current user
get_user_tasks - Get tasks for 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
complete_task - Mark a task as complete
reopen_task - Reopen a previously completed task
update_task - Update task properties like title, deadline, or description

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 active workflow processes with optional filters for status, template, owner, tags, and type
launch_process - Launch a new process from a template with a name and optional tags/folders
get_process - Get details for a specific process by ID
update_process - Update process properties like name or tags
archive_process - Archive a completed or cancelled process

Template tools

get_template - Get a template by ID or name with full details
get_all_templates - Get all templates in the organization
get_template_steps - Get all steps for a template
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 complete template data for a full health assessment by the AI
suggest_step_deadline - Get deadline recommendations for a step based on its type and complexity
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
update_template - Update template properties like title or description
clone_template - Create a copy of an existing template with a new name

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 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)

Comment tools

get_task_comments - Get all comments on a specific task
add_task_comment - Add a comment to a task

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

Organization tools

get_groups - Get groups in the organization
get_folders - Get folders for organizing templates and processes
get_tags - Get tags used across the organization

Example prompts

Template health audit

Prompt: "Assess the health of our Customer Onboarding template and
suggest improvements to the automation rules."

Claude calls: assess_template_health -> analyze_template_automations ->
suggest_automation_consolidation, then summarizes findings and
recommended fixes.

Process launch and tracking

Prompt: "Launch the Employee Onboarding template for Jane Doe and
show me all the tasks that were created."

Claude calls: launch_process -> get_tasks_for_process, then lists
every task with assignees and deadlines.

Writing effective prompts for Claude

Be specific about what you want analyzed and how you want the output structured:

Good: "Analyze the proposal considering technical feasibility, financial
viability, strategic alignment, and risk factors. Provide weighted scoring
for each dimension with detailed justification."

Bad: "Review the proposal and approve or reject."

Give Claude explicit reasoning steps:

Good: "First, identify all people affected. Second, analyze impact
on each group. Third, recommend mitigation strategies. Finally, provide
an implementation timeline."

Bad: "Figure out who this affects and what to do."

Security and compliance

No training on your data - Anthropic doesn’t train on API inputs
JWT validation - Tokens validated via RS256 using Tallyfy’s public key. Only Tallyfy can issue valid tokens
OS keychain storage - Claude Desktop stores tokens in macOS Keychain or Windows Credential Manager, never in plaintext
Data isolation - Each organization’s data stays separate
Audit logging - Complete interaction history
SOC 2 Type II - Anthropic maintains compliance

Troubleshooting

“MCP tools icon doesn’t appear”

Restart Claude Desktop completely (Cmd+Q on macOS, not just closing the window)
Check Settings - then Integrations to confirm https://mcp.tallyfy.com is listed and active
If the server shows an error, remove and re-add it

“Authorization fails or loops”

Confirm you’re signing in with the Tallyfy account that has access to the target organization
Open https://mcp.tallyfy.com/.well-known/oauth-protected-resource in your browser - a JSON response means the server is reachable
Clear Claude Desktop’s stored credentials and re-authorize from scratch

“SSE connection errors”

SSE transport isn’t supported anymore. The Tallyfy MCP server uses Streamable HTTP only
Update Claude Desktop to the latest version, which defaults to Streamable HTTP

Best practices

Start with read-only tools - Use get_my_tasks, search_for_processes, and get_all_templates first to get familiar with the data before running write operations
Be specific - Name the template, process, or user explicitly. Claude performs best with complete context
Add human checkpoints - For write operations like creating automation rules, review Claude’s plan before confirming
Iterate on prompts - Review Claude’s outputs and refine your instructions over time

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