How to Use the Tally MCP in Claude

Q: How do I list all my Tally forms using Claude Desktop?

Just use the listforms tool. It shows you every form ID and name, letting you see what kind of data is being collected across your organization.

Q: Can I check a specific submission record with Tally in Claude Web?

Yeah, absolutely. You pass the required IDs into getsubmission. The agent pulls the full details for that single response right into the chat window so you can review it.

Q: What happens if I need to delete a Tally submission?

You use the deletesubmission tool. Remember, this is irreversible, so double-check your target ID before running that one.

Q: Does the MCP Server support multiple workspaces for Tally?

Yes, it does. You can run listworkspaces to see all available environments and then filter your searches using the workspace IDs when listing forms or submissions.

Audit Tally forms and submissions locally or in Claude Web.

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Connect Tally MCP to Claude Desktop

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Setup Tally with Claude Desktop

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Manage Tally workflows via the MCP Server.

You can start by listing all available structures using `list_forms`. This immediately shows you every form created within a specific workspace, letting you audit which data sources are live. Need more detail? Call `get_form` with a specific ID to grab the full schema and metadata for any given Tally form.

Inspect individual submission records.

To check what users actually sent, use `list_submissions`. This function gives you an overview of all responses tied to a particular form. If you need the raw data for just one entry—say, from last Tuesday—you run `get_submission` and get that specific record's details.

Audit workspaces and account info.

Want to know where all this data lives? Run `list_workspaces` to map out every Tally workspace you have access to. It’s a quick way to see departmental silos, for instance. Plus, use `get_me` to pull your own Tally account details, confirming exactly which user context the agent is operating under.

Setup guide

Set up Tally MCP in Claude Web or Desktop

1

Open Claude Settings

Go to claude.ai, click your profile icon, then navigate to Customize → Connectors.
2

Add Custom Connector

Click the "+" button and select Add custom connector. Paste your Vinkius endpoint URL: https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com. For OAuth-protected servers, expand Advanced settings to add credentials.
3

Start a conversation

Open a new chat. The Tally MCP tools are available immediately — no restart needed.

Endpoint URL

https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp

No configuration file needed — paste the URL directly in the Claude web interface.

Available on Free (1 connector), Pro, Max, Team, and Enterprise plans.

Prerequisites

Claude Desktop installed (macOS or Windows)
Active Vinkius subscription with a valid endpoint token

1

Open Claude Desktop Settings

Click the menu icon at the top-left corner, go to Settings → Developer → Edit Config. This opens claude_desktop_config.json in your default text editor.
2

Paste the Tally MCP configuration

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

Restart Claude Desktop

Close and reopen the application. Claude needs a full restart to load new MCPs — refreshing a conversation is not enough.
4

Verify the connection

Open a new conversation. Click the 🔌 icon at the bottom of the message input. You should see tools listed under tally-mcp.

json

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

Get your connection token →

Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Tally. All third-party trademarks, logos, and brand names are the property of their respective owners. Their use on this website is strictly for informational purposes to identify service compatibility and interoperability.

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Common questions about Tally MCP in Claude Desktop

Just use the `list_forms` tool. It shows you every form ID and name, letting you see what kind of data is being collected across your organization.

Yeah, absolutely. You pass the required IDs into `get_submission`. The agent pulls the full details for that single response right into the chat window so you can review it.

You use the `delete_submission` tool. Remember, this is irreversible, so double-check your target ID before running that one.

Yes, it does. You can run `list_workspaces` to see all available environments and then filter your searches using the workspace IDs when listing forms or submissions.

This server handles form metadata, submission records, and account details. It deals with structured user-provided input from Tally's forms.

Use it with your favorite AI tools

Connect this server to Cursor, Claude, VS Code, and more.

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