How to Use the Tally MCP in Claude Code

Q: How can Claude Code audit Tally forms in a CI/CD pipeline?

You can run listforms to generate a list of all available form IDs. Then, your script uses those IDs to pull metadata via getform, which validates the entire set of templates before deployment.

Q: Does Claude Code let me clean up old Tally submissions?

Yes. The deletesubmission tool lets you target and remove specific records using a submission ID. This is ideal for automated cleanup scripts that run on a schedule.

Q: What steps are needed to check Tally workspaces with Claude Code?

You start by running listworkspaces to confirm the scope of your data. Then, you can use getworkspace to pull details for a single workspace ID that contains the forms you need.

Q: If I run an audit using Claude Code, how do I get my account info?

Use the getme tool. This confirms your credentials and provides necessary user context for logging purposes within a shell script or pipeline.

Run full Tally data audits and cleanup tasks from any CI/CD pipeline using the MCP Server with Claude Code.

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Setup Tally with Claude Code

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List all available Tally forms.

The `list_forms` tool gives you a machine-readable inventory of every form in your Tally environment. You can filter this list using a workspace ID, which is critical for targeting specific project data sets. This mechanism lets your scripts know exactly what forms exist before they try to interact with them, preventing runtime errors in CI/CD jobs.

Batch delete old Tally records.

Use `delete_submission` when you need to scrub old or invalid data from your system. The tool requires a specific submission ID and confirmation of the Form ID, so you're always working with scoped parameters. This is perfect for cleanup scripts running nightly in a cron job, ensuring your Tally database remains lean and only holds active records.

Audit and get form details.

You call `get_form` to pull the full metadata package for any specific template. It's essential for checking if a form has been updated or if its fields have changed since your last deployment. For general setup checks, run `list_workspaces` first. This ensures that the form you are querying exists within an active workspace boundary.

Setup guide

Set up Tally MCP in Claude Code

Prerequisites

Claude Code CLI installed (npm install -g @anthropic-ai/claude-code)
Active Vinkius subscription with a valid endpoint token

1

Run the add command

Open your terminal and run the command shown on the right. Replace [YOUR_TOKEN_HERE] with your endpoint token from cloud.vinkius.com. Use --scope user to make it available across all projects.
2

Verify the connection

Start a Claude Code session and type /mcp to list connected servers. You should see tally-mcp with a green status indicator.
3

Start using tools

Ask Claude Code something like "Check my latest Tally transactions." It will automatically discover and invoke the available Tally tools.

Terminal

claude mcp add --transport http tally-mcp https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp

Get your connection token →

Prerequisites

Claude Code CLI installed
Active Vinkius subscription with a valid endpoint token

1

Open the config file

Create or edit .mcp.json in your project root for project-level scope, or ~/.claude.json for user-level scope.
2

Add the Tally MCP

Paste the JSON snippet shown on the right into the mcpServers object. Replace [YOUR_TOKEN_HERE] with your endpoint token from cloud.vinkius.com.
3

Restart Claude Code

Start a new Claude Code session. Type /mcp to confirm the server is connected. The tools will be automatically available in your conversation.

.mcp.json

{
  "mcpServers": {
    "tally-mcp": {
      "type": "url",
      "url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    }
  }
}

Get your connection token →

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Common questions about Tally MCP in Claude Code

You can run `list_forms` to generate a list of all available form IDs. Then, your script uses those IDs to pull metadata via `get_form`, which validates the entire set of templates before deployment.

Yes. The `delete_submission` tool lets you target and remove specific records using a submission ID. This is ideal for automated cleanup scripts that run on a schedule.

You start by running `list_workspaces` to confirm the scope of your data. Then, you can use `get_workspace` to pull details for a single workspace ID that contains the forms you need.

Use the `get_me` tool. This confirms your credentials and provides necessary user context for logging purposes within a shell script or pipeline.

The server touches submission records, which contain various types of submitted data. Authentication requires an endpoint token, and all operations are run in the Vinkius isolated sandbox.

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