You only need to do this once. Add Tallyfy’s MCP server URL to your AI platform, authorize with your Tallyfy account, and you’re connected - your AI can then read and act on your workflows through natural conversation.
Setup
Open Claude.ai ↗ and click your profile icon in the top-left corner, then go to Settings > Connectors > Add custom connector. Enter the name Tallyfy and the URL https://mcp.tallyfy.com. Save, then authorize with your Tallyfy account in the browser window that opens.
For detailed steps including Claude Desktop setup, see the Claude integration guide.
Prompt to try
What are my open tasks in Tallyfy?What happens
Claude calls the get_my_tasks tool and returns your current task list with deadlines and assignments. If you see a list of tasks, the connection is working.
Setup
In ChatGPT, go to Settings > Apps and Connectors > Advanced Settings and turn on Developer Mode. Then go to Connectors (or Apps - OpenAI renamed this in late 2025, so the label depends on your version) and add a custom app with the URL https://mcp.tallyfy.com. Authorize with your Tallyfy account when prompted.
For detailed steps, see the ChatGPT integration guide.
Prompt to try
What are my open tasks in Tallyfy?What happens
ChatGPT discovers the available Tallyfy tools automatically through the MCP server, then calls get_my_tasks and returns your task list. You’ll see a tool call step in the response before the results appear.
Setup
In Copilot Studio, go to Tools > Add MCP server. Enter https://mcp.tallyfy.com and authorize with your Tallyfy account. For enterprise setups, your admin may need to approve the plugin in the Microsoft 365 admin center before it becomes available to your organization.
For detailed steps, see the Copilot integration guide.
Prompt to try
What are my open tasks in Tallyfy?What happens
Copilot uses the Tallyfy plugin to call get_my_tasks and retrieves your current task list directly inside your Microsoft 365 environment.
Setup
In Google Gemini, go to Extensions > Add custom extension. Enter https://mcp.tallyfy.com and authorize with your Tallyfy account when the OAuth consent screen appears.
Prompt to try
What are my open tasks in Tallyfy?What happens
Gemini connects to Tallyfy’s MCP server and retrieves your task list. The response includes task names, deadlines, and the processes they belong to.
Your AI platform connects to Tallyfy’s MCP server using OAuth 2.1 with PKCE1. You sign in once with your Tallyfy credentials and authorize access - that’s it. The resulting token is stored securely by your AI platform (in the OS keychain for desktop apps, in a platform vault for web apps), so you never have to authorize again unless you revoke access. From there, the MCP server exposes Tallyfy actions as named tools your AI can call - over 40 tools covering tasks, processes, templates, forms, automations, and users.
When you authorize, you grant the following OAuth scopes2:
| Scope | What it covers |
|---|---|
mcp.tasks.read | View tasks and assignments |
mcp.tasks.write | Create, update, and complete tasks |
mcp.processes.read | View workflow runs |
mcp.processes.write | Launch, update, and archive processes |
mcp.templates.read | View templates and steps |
mcp.templates.write | Edit templates, steps, and automations |
mcp.forms.read | View form fields |
mcp.forms.write | Add and modify form fields |
mcp.users.read | View organization members and guests |
mcp.users.write | Invite and manage users |
mcp.automation.read | View automation rules |
mcp.automation.write | Create and modify automations |
You can revoke access at any time. In Tallyfy, go to your account settings and remove the authorized application. In your AI platform, disconnect the connector or integration from its settings panel.
Once the connection is working, here are some things worth trying next:
Integrations > BYO AI (Bring Your Own AI)