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Tallyfy

Connect your AI to Tallyfy

One-time setup for any AI platform

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.

What you’ll accomplish

  • Connect your AI to Tallyfy in under 5 minutes
  • Verify the connection works with a simple test prompt
  • Understand where credentials are stored and what permissions you’re granting

Try it now

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.

How it works behind the scenes

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. Your AI platform stores the resulting token securely (in the OS keychain for desktop apps, in a platform vault for web apps), so you won’t need 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.

What permissions are granted

When you authorize, you grant the following OAuth scopes2:

ScopeWhat it covers
mcp.tasks.readView tasks and assignments
mcp.tasks.writeCreate, update, and complete tasks
mcp.processes.readView workflow runs
mcp.processes.writeLaunch, update, and archive processes
mcp.templates.readView templates and steps
mcp.templates.writeEdit templates, steps, and automations
mcp.forms.readView form fields
mcp.forms.writeAdd and modify form fields
mcp.users.readView organization members and guests
mcp.users.writeInvite and manage users
mcp.automation.readView automation rules
mcp.automation.writeCreate 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.

Tips for better results

  • Start with read-only questions before trying write operations. Get a feel for what your AI can see before asking it to make changes.
  • Be specific - name the template, process, or person explicitly. “What tasks are assigned to Sarah on the Client Onboarding process?” gets a better result than “what’s Sarah doing?”.
  • Your AI will ask for confirmation before making changes to Tallyfy data. That’s intentional - review the proposed action before approving it.

Take it further

Once you’re connected, here are some things worth trying next:

Byo Ai > Use cases

Connect any major AI platform to Tallyfy through MCP to manage tasks, check process status…

Footnotes

  1. Proof Key for Code Exchange - prevents authorization code interception attacks during the OAuth flow ↩

  2. OAuth scopes define exactly what data the AI can access - nothing outside these scopes is visible ↩

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About Tallyfy