How to Use the Tally MCP in Mastra AI

Q: Can Mastra AI use Tally submission IDs to retrieve specific records?

Absolutely. By passing the ID into getsubmission, your mastra-ai client retrieves the full record immediately. This is how you audit a single entry in Tally.

Q: Is deleting submissions via Mastra AI safe for Tally data?

Yes, deletion happens via deletesubmission. Since your workflow runs through the MCP Server and requires explicit tool calls, you'll know exactly when a record leaves Tally.

Q: What kind of data does Mastra AI need to check form metadata?

To use getform, your agent just needs the specific Form ID. The MCP Server handles fetching all the necessary details from Tally for you.

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Connect Tally MCP to Mastra AI

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Setup Tally with Mastra AI

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Audit submissions and forms programmatically.

The MCP Server gives you full read access to form definitions. You can use `get_form` to pull metadata for a specific Tally form, letting your agent check field requirements before submission. Need to see what came in? Use `list_submissions` and `get_submission` to audit records across date ranges. Your application gets the raw data instantly, skipping the UI entirely.

Manage Tally workspaces and forms.

Don't need a form ID? Use `list_workspaces` first. This tells your agent which environments are active in Tally. Once you know the workspace, use `list_forms` to filter down to only the necessary templates. This prevents your client from trying to access forms that don't even exist.

Handle data cleanup and auditing.

Mistake happened? Use the `delete_submission` tool to remove a specific Tally submission record by its ID. Your agent handles this deletion request directly through the MCP Server. This allows your workflow to enforce strict data governance without human intervention, critical for maintaining clean datasets.

Setup guide

Set up Tally MCP in Mastra AI

Prerequisites

Node.js 18+ and a TypeScript project
@mastra/mcp + @mastra/core packages
Active Vinkius subscription with a valid endpoint token

1

Install dependencies
Run npm install @mastra/mcp @mastra/core plus your preferred model provider (e.g. @ai-sdk/openai).
2

Configure the MCPClient
Create an MCPClient with your Vinkius endpoint as a URL object. Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com.
3

Discover and inject tools
Call mcpClient.listTools() and spread the result into your agent's tools object. All Tally tools become native Mastra tools.
4

Run with any model
Swap openai("gpt-4o") for any AI SDK-compatible provider. Call agent.generate() and the agent routes tool calls through MCP automatically.

agent.ts

import { MCPClient } from "@mastra/mcp";
import { Agent } from "@mastra/core/agent";
import { openai } from "@ai-sdk/openai";

const mcpClient = new MCPClient({
  id: "tally-mcp-client",
  servers: {
    "tally-mcp": {
      url: new URL(
        "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
      ),
    },
  },
});

const agent = new Agent({
  name: "Tally Agent",
  model: openai("gpt-4o"),
  instructions: "You have access to Tally tools.",
  tools: {
    ...(await mcpClient.listTools()),
  },
});

const result = await agent.generate(
  "List recent Tally transactions"
);
console.log(result.text);

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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 Mastra AI

Mastra AI handles retries automatically. If the MCP Server hits a temporary limit while running `list_forms`, your agent will back off and try again, so you don't lose data.

Absolutely. By passing the ID into `get_submission`, your mastra-ai client retrieves the full record immediately. This is how you audit a single entry in Tally.

Yes, deletion happens via `delete_submission`. Since your workflow runs through the MCP Server and requires explicit tool calls, you'll know exactly when a record leaves Tally.

To use `get_form`, your agent just needs the specific Form ID. The MCP Server handles fetching all the necessary details from Tally for you.

Yes. When you change credentials, your agent needs a fresh endpoint token. The MCP Server is designed for OAuth providers so you can handle that securely.

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