AI agent integrationTally

Tally integration for multiplayer collaboration with AI agents using Claude Code or Codex

One governed connection your whole team and its AI agents can share, with approved actions and human review, so working in Tally never means pasting credentials into a prompt.

Request access See API details

CategoryDocuments & Forms

Use Tally from Claude Code

Bring Tally context into engineering work while Type keeps app access attached to the teammate and workspace.

Automate Tally with Codex

Let coding agents ask for the right app action, preserve conversation context, and keep humans in the approval loop.

Connect open agent workflows

Use Type as the collaboration layer around OpenClaw and other LLM workflows that need app access.

Documents & Forms

What the Tally integration exposes

Tally is a form-building platform that allows users to create forms, collect responses, and integrate with various tools and services.

One connection, many teammates

Connect Tally once, then decide which teammates can use it for threads, automations, skills, and coding work.

Representative actions

Create Form
Tool to create a new form. Use after preparing block definitions and optional settings.
Create Webhook
Tool to create a new webhook for a form. Use after confirming you have the form ID and the callback URL.
Delete Form
Tool to delete a specific form identified by its ID. Use after confirming the form should be permanently removed.
Delete Webhook
Tool to delete a specific webhook. Use after confirming the webhook ID.
Get Form Details
Tool to retrieve details of a specific form. Use when you need comprehensive form metadata by ID. Use after confirming the form ID to fetch its full configuration, blocks, and stats.

Connection

API and auth details

Tally's API gives programmatic access to forms and submissions. Integrations can create forms, fetch form metadata, sync responses, and automate form-driven workflows; Tally also publishes an MCP server for natural-language form operations.

Source: Type catalog metadata
Auth schemes: API key, OAuth
API docs: https://developers.tally.so/api-reference/introduction
Auth docs: https://tally.so/help/api
Official site: https://tally.so/

Source links

FAQ

Questions people ask before connecting Tally

Can Claude Code use Tally?

Yes. Type lets an AI teammate use connected Tally actions from a governed workspace context, so Claude Code work can reference the app without copying credentials into a local prompt.

Can Codex work with Tally through Type?

Yes. Codex can collaborate through Type with app context, skills, and approved actions. The Tally catalog entry includes public integration details and example capabilities where available.

Is this the same as a Tally MCP server?

Type exposes connected app capabilities to AI teammates and coding agents through Type's integration layer. Teams use it when they want shared app access, human review, and teammate-level permissions around agent work.