# Tally MCP

> Tally manages your entire form ecosystem through your AI agent. It lets you list forms, audit workspaces, and pull specific submissions without ever opening a dashboard. Use Tally to query historical data, check current form status, or delete old entries—all conversational commands.

## Overview
- **Category:** productivity
- **Price:** Free
- **Tags:** form-builder, data-collection, submission-management, workspace-automation, surveys

## Description

Yo, forget digging through dashboards. You can manage your entire form ecosystem just by talking to your agent. This server lets you list forms, check on workspaces, and pull up specific submissions without ever opening a single tab in Tally.

**How it works:** Your AI client uses these tools to act as a real-time data manager. It handles the whole workflow—you ask for something, and the agent executes the command instantly. You're always talking about data; you never deal with menus.

### Account & Structure Overview

You gotta know what containers your forms live in. Run `list_workspaces` to see every Tally workspace account you've got access to. If you need details on a specific organizational container, run `get_workspace` and feed it the ID for instant info. Need to check out who you are or verify your current setup? Use `get_me`, which grabs high-level account information about the connected Tally user.

### Managing Your Forms

Want a directory of every form in your Tally account? You run `list_forms` and it spits out all available forms, often letting you filter that list by a specific workspace ID. If you need to check the settings or ownership details for one particular form, use `get_form`. Just feed it the Tally form ID, and it pulls all the metadata you need.

### Handling Submissions & Data Records

When it comes to submissions, you've got a few options. To see every single historical entry tied to a specific form, run `list_submissions` with that form’s ID to get a paginated list of records. If you know the unique submission ID, running `get_submission` pulls all the detailed data for that one record right away. Need to wipe out old data because privacy rules demand it? Use `delete_submission`; this permanently removes a specific Tally submission record.

Your agent can handle querying historical submissions and checking current form status—all conversational commands. You get your answers without ever touching the web UI.

## Tools

### delete_submission
Deletes a specific Tally submission record, permanently removing the data.

### get_form
Retrieves all metadata and details for one specified Tally form ID.

### get_me
Gets high-level account information about the connected Tally user.

### get_submission
Pulls all detailed data for a single, specified submission record ID.

### get_workspace
Retrieves details about one specific Tally workspace environment.

### list_forms
Lists all Tally forms, optionally filtering the list by a workspace ID.

### list_submissions
Retrieves a paginated list of submissions associated with a specific form ID.

### list_workspaces
Lists every single Tally workspace account you have access to.

## 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

### List all available forms
You run `list_forms` to get a directory of every form in your Tally account, including metadata and workspace links.

### Get details on specific submissions
Using `get_submission`, you pull the full data record for any submission if you know its unique ID.

### Check form status and metadata
Run `get_form` to check details, settings, or ownership information for a single specified Tally form.

### Manage workspaces
Use `list_workspaces` to see all the different organizational containers (workspaces) your forms live in.

### Delete old submissions
Run `delete_submission` when you need to permanently remove a submission record for privacy or cleanup.

## Use Cases

### Verifying a Critical Client Submission
A support rep needs to check if John Doe's feedback was captured. Instead of asking the user for an ID, the agent runs `list_forms` first, identifies the 'Feedback Form,' then uses `get_submission` with the known submission ID to instantly pull all specific response details.

### Mapping Out New Campaign Forms
The Product Manager starts a new project and needs to know what forms exist for that client. They ask their agent, which runs `list_forms` (optionally filtered by workspace ID) and immediately gives them the full list of existing assets.

### Cleaning Up Old Data
The Ops Lead finds that submissions from Q1 are no longer needed for compliance. They ask their agent to list all Q1 form IDs, then run `list_submissions` on those forms, and finally initiate a cleanup using `delete_submission`.

### Checking Cross-Team Dependencies
The team lead suspects two departments are using the wrong workspaces. They ask the agent to execute `list_workspaces`, allowing them to immediately see all active environments and confirm correct form distribution.

## Benefits

- **Rapid Data Audits:** Instead of logging into multiple dashboards to check submission status, you ask your agent. It runs `list_forms` or `list_submissions` and gives you a consolidated report immediately.
- **Data Governance:** Keep compliance simple. When data ages out, use the server's tools to run targeted cleanup jobs that delete submissions using `delete_submission`, maintaining strict privacy control.
- **Instant Context:** Need to know if your form is set up right? Use `get_form` to pull all metadata—settings, ownership, and associated workspace details—without clicking through settings menus.
- **Workplace Visibility:** Stop guessing where a form lives. Run `list_workspaces` to map out every environment in your organization, ensuring everyone knows which container they should be using.
- **Account Clarity:** Use the `get_me` tool to quickly verify basic account and connection details when onboarding new team members or troubleshooting permissions.

## How It Works

The bottom line is: you talk to your AI agent, and it handles the API calls behind the scenes.

1. Subscribe to the Tally MCP Server and enter your API Key.
2. Connect your preferred client (Claude, Cursor, etc.) to the server.
3. Ask your agent a direct question (e.g., 'List all forms in my Marketing workspace.') using natural language.

## Frequently Asked Questions

**How do I list all Tally forms using the Tally MCP Server?**
You use the `list_forms` tool. You just ask your agent to run this function; it retrieves metadata for every form you own in your account.

**Can I delete old submissions with the Tally MCP Server?**
Yes, data governance is simple. Use `delete_submission` when you need to permanently remove a record. Remember: this action cannot be undone.

**How do I find out what workspaces I have in Tally?**
Run the `list_workspaces` tool. It provides an inventory of every workspace environment connected under your account, helping you map your organization's structure.

**What if I need to check a specific form's settings?**
Use the `get_form` tool. You just need to provide the Form ID, and the server returns all associated metadata, allowing you to audit its current status.

**Does Tally MCP Server help with data reporting?**
It helps by providing raw, structured data. You use tools like `list_submissions` to pull records, which your agent then presents for review or further processing.

**How do I use the `get_me` tool to check my Tally account status?**
It retrieves your core Tally account details. Use this to validate that your API key is active and confirms which organizational context your agent is currently operating in.

**If I only want forms from a specific department, how do I filter with `list_forms`?**
You pass the relevant workspace ID into `list_forms`. This limits the results, so your AI agent only sees forms associated with that particular departmental area.

**When should I use `get_submission` instead of `list_submissions`?**
You must use `get_submission` when you need the full data payload for one record. `list_submissions` only gives a summary; this tool retrieves every field from that single submission ID.

**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`.