How to Use the Tally MCP in Windsurf
Audit and manage Tally forms automatically using your Windsurf agent.
Works with every AI agent you already use
…and any MCP-compatible client
Connect Tally MCP to Windsurf
Create your Vinkius account to connect Tally to Windsurf — we handle the hosting, security, and runtime updates so you don't have to. No server setup required.
Gemini
Key Capabilities
Map all existing Tally forms via the MCP Server.
Need to see what forms are out there? Use `list_forms` or `list_workspaces` to get a complete inventory of Tally setups. The agent figures out which workspaces belong to which form, giving you a quick map of your data landscape. Windsurf uses this information to plan the next steps, letting you see every available submission point without having to manually check each one.
Audit specific Tally submissions and forms.
The `get_form` tool lets your agent pull detailed metadata for any single Tally form. Want the raw data? Call `list_submissions` or `get_submission` to audit records based on time range or form ID. It's perfect for building an audit trail. Windsurf doesn't just read the data; it processes it, showing you which submissions are missing fields or violate stated rules.
Clean up old Tally records safely.
Sometimes you gotta delete stuff. The `delete_submission` tool lets your agent clean out outdated or erroneous data points from a Tally form. This keeps the live dataset accurate and manageable. Using this capability, you can set rules—for instance, 'if submission is over 90 days old, delete it'—and let Windsurf execute that sequence without needing multiple prompts.
Set up Tally MCP in Windsurf
Prerequisites
- Windsurf IDE installed (macOS, Windows, or Linux)
- Active Vinkius subscription with a valid endpoint token
- 1
Open MCP configuration
Click the Cascade assistant icon in the sidebar, then click the hammer icon (🔨) at the top of the panel. Select "Configure" to open
~/.codeium/windsurf/mcp_config.json. - 2
Add the Tally MCP
Paste the JSON snippet shown on the right into the
mcpServersobject. Replace[YOUR_TOKEN_HERE]with your endpoint token from cloud.vinkius.com. - 3
Refresh MCPs
Go back to the hammer icon (🔨) in Cascade and click "Refresh". Windsurf will detect the new server. No full restart is needed — the connection is hot-reloaded.
- 4
Verify in Cascade
Start a new Cascade conversation and ask something like "Show my Tally payment history." If connected, Cascade will call the Tally tools directly. You will see a green dot next to the server name in the MCP panel.
{
"mcpServers": {
"tally-mcp": {
"url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
}
}
}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 Windsurf
Use it with your favorite AI tools
Connect this server to Cursor, Claude, VS Code, and more.
Start using the Tally MCP today
We host it, we monitor it, we maintain it. You just paste one token.