# Tally MCP for AI Agents AI Agent Connect > Tally lets you manage your forms and submissions through your AI client. Instead of digging through a dashboard, you can ask your agent to pull specific survey results, audit workspace settings, or clean up old data. It turns your form ecosystem into a conversational database for your team. ## Overview - **Category:** productivity - **Price:** Free - **Endpoint:** https://edge.vinkius.com/vk_preview_xSgyD4BbnK1n9OxV09IKlZkStd1bOoMHeLfdQGDm/ai-agent-connect - **Tags:** form-builder, data-collection, submission-management, workspace-automation, surveys ## Description Tally makes it easy to manage your forms and submissions through your AI agent. Instead of digging through a dashboard, you can ask your agent to pull specific survey results, audit workspace settings, or clean up old data. It turns your form ecosystem into a conversational database for your team. Managing a high volume of forms usually means jumping between tabs to check survey results or hunt down specific submission details. This Connector changes that by letting your AI agent handle the heavy lifting. You can ask your agent to pull data from a specific form, summarize recent responses, or check which workspaces are active across your company. It makes your form data actually accessible rather than just sitting in a dashboard you rarely open. If you're trying to keep your data clean, your agent can handle the manual work of removing old entries that you no longer need. It's a way to make your form management feel like a conversation. By adding this to your toolkit on Vinkius, you get a direct line to your Tally data without the friction of manual searching. You're not just looking at numbers; you're getting your agent to act as a real-time data manager that knows exactly where every submission is. ## Tools ### get_workspace Get details for a specific workspace. This helps you organize how forms are distributed across departments. ### list_workspaces List all Tally workspaces. This gives you a bird's eye view of your entire organization's structure. ### delete_submission Delete a Tally submission. Use this to remove old entries and keep your data clean. ### get_form Get details for a specific form. Use this to check workspace associations or specific form metadata. ### get_me Get Tally account details. This helps your agent understand your current account permissions and scope. ### get_submission Get details for a specific submission. Use this to see exactly what a user entered in a survey. ### list_forms List Tally forms. You can also filter these by a specific workspace ID to narrow down your search. ### list_submissions List submissions for a Tally form. Use this to see a high level overview of recent activity. ## Prompt Examples **Prompt:** ``` List all my Tally forms. ``` **Response:** ``` I've retrieved your forms. You have 4 active forms, including **User Feedback** and **Lead Gen 2024**. Would you like to see the submissions for any of them? ``` **Prompt:** ``` Show me the last 5 submissions for form ID 12345. ``` **Response:** ``` I've found the last 5 submissions for that form. They include responses from **john@doe.com** and 4 others. Would you like the full details for the most recent one? ``` **Prompt:** ``` What workspaces do I have in Tally? ``` **Response:** ``` You have 2 workspaces: **Personal** and **Marketing Team**. I can list the forms associated with either workspace if you like. ``` ## Capabilities ### Pull specific form details Get metadata and workspace associations for any form in your account. ### Extract submission data Retrieve individual responses or a full list of entries for a specific form. ### Audit workspaces See every workspace and how forms are distributed across your organization. ### Purge old records Delete specific submissions to keep your data clean and compliant. ### Check account status Retrieve your account details to verify permissions and scope. ## Use Cases ### Quick survey feedback audit A product manager asks the agent to show the last 5 responses for a specific feature survey. The agent uses list_submissions to pull them instantly. ### Verifying lead capture An ops lead needs to know if a new marketing form is active. The agent uses list_workspaces and list_forms to confirm it's live. ### Support ticket lookup A support agent needs to see what a user submitted on a signup form. They ask the agent to find it using get_submission. ### Privacy compliance purge A business owner wants to delete old survey data from a closed project. The agent uses delete_submission to clear it out. ## Benefits - Stop manual dashboard browsing by using list_forms to see every survey in your account in one place. - Keep your data clean and compliant by using delete_submission to remove old records without manual effort. - Audit your organization faster with list_workspaces to see how forms are distributed across your team. - Get instant answers on user feedback by pulling specific data with get_submission directly in your chat. - Reduce context switching by querying form metadata with get_form instead of switching tabs to the Tally website. ## How It Works The bottom line is you get a conversational way to interact with your form data without leaving your chat window. 1. Subscribe to the Tally MCP on Vinkius. 2. Enter your Tally API Key in the configuration settings. 3. Ask your AI client to list forms, pull submissions, or audit workspaces. ## Frequently Asked Questions **Can Tally MCP help me see my survey results?** Yes. You can ask your agent to pull specific submission data or list all responses for a particular form, making it easy to check feedback without opening your browser. **How do I use Tally MCP to find specific user entries?** You can simply ask your agent to find a submission based on a form ID or ask for a list of recent entries. It will pull the specific details for you instantly. **Can I use Tally MCP to clean up old data?** Yes, your agent can delete specific submissions for you. This is great for maintaining data privacy and keeping your records organized. **Can Tally MCP show me all my workspaces at once?** It can. Your agent can list every workspace in your account, giving you a clear view of how your forms are organized across the company. **Does Tally MCP help with lead generation data?** Definitely. You can use it to monitor new submissions from your lead capture forms and pull that data into your current workflow. **How does Tally MCP handle multi-workspace organizations?** It handles them by allowing your agent to list and filter forms by workspace. This makes it easy to manage data for different departments. **How do I find my Tally API Key?** Log in to your Tally account, go to **Settings** > **API**, and you will find your API Key there. Copy and paste it into the field below. **Can the agent list submissions for a specific form?** Yes. Use the `list_submissions` tool by providing the Form ID. Your agent will retrieve all entries and present them in a structured format. **Is it possible to manage multiple workspaces?** Yes. The `list_workspaces` tool allows you to see all workspaces you have access to, and you can filter forms by `workspaceId`.