The Tallyfy MCP server gives a connected AI 115 tools . This page lists all of them.
You do not need this page to use Tallyfy with AI. You ask in plain language and your assistant
picks the right tool. This is here for when you need to check exactly what an AI can and cannot do
in your account, which comes up when you are writing an internal policy, reviewing an audit trail,
or deciding whether to connect AI at all.
50 of the 115 tools only read. They cannot alter anything. The rest can change your account,
and each one is marked below. An AI still acts as you, with your permissions, so it can never do
anything you could not do yourself.
Legend. Reads means the tool only looks and cannot alter anything. Adds means it only
creates or appends. Changes or removes means it can overwrite or delete something that is
already there, so those are the ones worth reading closely.
Tool What it does add_task_commentAdd task comment Adds complete_kickoff_formComplete kickoff form Adds complete_taskComplete task Adds create_standalone_taskCreate standalone task Adds delete_task_commentDelete task comment Changes or removes get_guest_tasksGet guest tasks Reads get_my_tasksGet my tasks Reads get_standalone_taskGet standalone task Reads get_taskGet task Reads get_task_commentsGet task comments Reads get_tasks_for_processGet tasks for process Reads get_user_tasksGet user tasks Reads reopen_taskReopen task Adds report_task_issueReport task issue Adds resolve_task_issuesResolve task issues Adds search_for_tasksSearch for tasks Reads update_standalone_taskUpdate standalone task Changes or removes update_taskUpdate task Changes or removes update_task_commentUpdate task comment Changes or removes
Tool What it does archive_processArchive process Changes or removes get_organization_runsGet organization runs Reads get_processGet process Reads launch_processLaunch process Adds reactivate_processReactivate process Adds reopen_kickoff_formReopen kickoff form Changes or removes search_for_processesSearch for processes Reads tag_processTag process Adds untag_processUntag process Adds update_processUpdate process Changes or removes
Tool What it does add_assignees_to_stepAdd assignees to step Adds add_step_to_templateAdd step to template Adds assess_template_healthAssess template health Reads clone_stepClone step Adds clone_templateClone template Adds create_templateCreate template Adds delete_stepDelete step Changes or removes delete_templateDelete template Changes or removes edit_description_on_stepEdit step description Changes or removes get_all_templatesGet all templates Reads get_kickoff_fieldsGet kickoff fields Reads get_step_dependenciesGet step dependencies Reads get_templateGet template Reads get_template_stepsGet template steps Reads reorder_stepReorder step Adds search_for_templatesSearch for templates Reads suggest_kickoff_fieldsSuggest kickoff fields Reads suggest_step_deadlineSuggest step deadline Reads tag_templateTag template Adds untag_templateUntag template Adds update_stepUpdate a step in place Changes or removes update_templateUpdate template Changes or removes validate_template_mappingValidate a draft template mapping Reads
Tool What it does add_form_field_to_stepAdd form field to step Adds add_kickoff_fieldAdd kickoff field Adds delete_form_fieldDelete form field Changes or removes delete_kickoff_fieldDelete kickoff field Changes or removes get_dropdown_optionsGet dropdown options Reads get_kickoff_dropdown_optionsGet kickoff dropdown options Reads move_form_fieldMove form field Adds reorder_form_fieldsReorder form fields Adds reorder_kickoff_fieldsReorder kickoff fields Adds suggest_form_fields_for_stepSuggest form fields Reads update_dropdown_optionsUpdate dropdown options Changes or removes update_form_fieldUpdate form field Changes or removes update_kickoff_fieldUpdate kickoff field Changes or removes
Tool What it does analyze_template_automationsList and analyze template automation rules Reads create_automation_ruleCreate automation rule Adds delete_automation_ruleDelete automation rule Changes or removes get_step_visibility_conditionsGet step visibility conditions Reads suggest_automation_consolidationSuggest automation consolidation Reads test_templateTest a template before anyone runs it Reads test_template_scenarioTest one scenario against a template Reads update_automation_ruleUpdate automation rule Changes or removes
Tool What it does change_user_roleChange user role Changes or removes create_groupCreate group Adds create_guestCreate guest Adds delete_groupDelete group Changes or removes disable_guestDisable guest Changes or removes disable_userDisable user Changes or removes enable_guestEnable guest Adds enable_userEnable user Adds get_groupGet group Reads get_groupsGet groups Reads get_guestGet guest by email Reads get_meGet authenticated user profile Reads get_organization_guestsGet organization guests Reads get_organization_guests_listGet organization guests list Reads get_organization_usersGet organization users Reads get_organization_users_listGet organization users list Reads get_userGet user Reads invite_user_to_organizationInvite user to organization Adds update_groupUpdate group Changes or removes update_guestSet guest’s associated members Changes or removes
Tool What it does add_object_to_folderAdd object to folder Adds create_folderCreate folder Adds create_tagCreate tag Adds delete_folderDelete folder Changes or removes delete_tagDelete tag Changes or removes get_process_foldersGet process folders Reads get_tagsGet tags Reads get_template_foldersGet template folders Reads remove_object_from_folderRemove object from folder Changes or removes update_folderUpdate folder Changes or removes update_tagUpdate tag Changes or removes
Tool What it does search_allSearch across all entity types Reads search_for_snippetsSearch for snippets Reads search_product_docsSearch Tallyfy product documentation Reads
Tool What it does get_org_contextRead the org’s saved memory Reads get_organizationGet organization Reads update_org_contextSave the org’s memory Adds
Tool What it does ask_user_questionAsk user a structured question Reads ask_user_to_confirmAsk user to confirm an action Reads ask_user_to_rankAsk user to rank options Reads tallyfy_api_readRead any Tallyfy API endpoint Reads tallyfy_api_writeWrite to any Tallyfy API endpoint Changes or removes
This list is generated from the running production server rather than written by hand, so it says
what the server actually offers rather than what somebody remembered. If you find a tool here that
does not exist, or one missing, that is a bug worth telling us about.