How to connect Tally to Claude Cowork

Cowork is Anthropic's AI agent for knowledge work. Think of it as Claude Code for everything else. It works autonomously with your computer, local files, and applications to accomplish complex tasks.

This guide walks you through the easiest and most secure way to connect your Tally account to Cowork via Composio Connect, enabling it to list all forms I created this month, download latest responses from your survey form, add a webhook to notify on new submission, and more such actions on your behalf without compromising your account security.

Connecting Tally to Claude Cowork

1. Open Customize

In Claude Desktop, click Customize in the left sidebar, then select Connectors and click the + icon at the top.

2. Add the Composio MCP server

Click Add custom connector and paste in the Composio MCP server URL:

Claude Cowork is Anthropic's agent for general knowledge work. It can use your computer, files, and connected applications to complete longer-running tasks across your work tools.

With Composio Connect, Cowork can securely access apps like Tally through MCP without you sharing account credentials directly with the agent.

The Tally MCP server is an implementation of the Model Context Protocol that connects your AI agent and assistants like Claude, Cursor, etc directly to your Tally account. It provides structured and secure access to your forms and response data, so your agent can perform actions like creating forms, retrieving responses, managing webhooks, and automating data collection workflows on your behalf.

• Automated form creation and management: Have your agent create new forms, update existing ones, or delete forms as needed—no manual setup required.
• Seamless response collection and analysis: Instantly fetch all responses to any form, enabling real-time data analysis, exports, or notifications.
• Detailed form insights and field discovery: Retrieve comprehensive details about a form’s configuration, fields, and settings to power dynamic workflows or audits.
• Webhook automation and event monitoring: Set up and manage webhooks to trigger custom actions when new responses come in, and review delivery history for full visibility.
• User account and access checks: Let your agent fetch authenticated user info to confirm account status or permissions before performing sensitive operations.