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How to connect Tally to Claude

Connect Claude Web, Desktop and Cowork to Tally MCP. List all forms i created this month, download latest responses from your survey form, and more using natural language, with authentication handled for you.

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Tally is a flexible online form builder for creating surveys, quizzes, and data collection tools. Its intuitive interface makes it easy to gather and manage responses without coding.

18 Tools

Introduction

Claude is Anthropic's AI assistant, available on the web, in the desktop app, and on mobile. Cowork is its agent for knowledge work, and it runs on all of those surfaces too. Connected to your apps, Claude can work with your files and services to accomplish complex tasks on your behalf.

This guide walks you through the easiest and most secure way to connect your Tally account to Claude 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.

Setup is the same on Claude Web, Desktop, and Cowork, and you only need to do it once. The connector is tied to your account, so it's available in all three.

Also integrate Tally with

Claude CodeOpenAI Agents SDKClaude Agent SDKCodexOpenClawHermesAtomic AgentGoogle ADKLangChainVercel AI SDKMastra AILlamaIndexCrewAIPydantic AIAutoGen

Connecting Tally to Claude Web, Desktop, and Cowork

Two ways to add the Composio connector. Pick whichever you prefer.

1. Add with one click

Click the button. Claude opens with the Composio connector filled in. Click Add, then go to step 2.

Add to Claude

Add manually

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

Claude Desktop connectors screen with Add custom connector selected

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

bash
https://connect.composio.dev/mcp
Add custom connector dialog with Composio MCP server URL

2. Authorize in your browser

Click Connect. You'll be redirected to a browser window where you can authorize Composio to continue.

Composio authorization screen for Claude Web, Desktop, and Cowork

3. Connect your Tally account

Back in Claude, ask it to connect to Tally or give it any Tally-related task.

For example, ask Claude to:

  • "List all forms I created this month"
  • "Download latest responses from your survey form"
  • "Add a webhook to notify on new submission"

It will prompt you to authenticate and authorize access.

That's it. Composio's tools are now available in Claude, and your Tally account is ready to use.

What is the Tally Claude Connector, and what's possible with it?

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.

Troubleshooting

1. Why does Claude not use the Composio connector for Tally?

The connector can show as connected, but Claude must use it in each Tally conversation.

  • Click + at the lower left of the chat, or type /.
  • Hover Connectors.
  • Turn on Composio.
  • Ask Claude to connect to Tally again.

2. Why does Claude show an MCP server error before Tally connects?

Claude can show Couldn't reach the MCP server or Authorization with the MCP server failed when you add the connector for Tally.

  • Check that the connector URL is https://connect.composio.dev/mcp.
  • Connectors run from Anthropic's cloud, so your device network is usually not the problem.
  • Add the connector again from Customize > Connectors, then ask Claude to connect Tally.
  • If it fails again, send the error and the ofid_ reference id to support@composio.dev.

3. Why does the Tally authorization link not work?

The Composio connector is one server. Your Tally account connects separately when Claude asks for it.

  • If the browser does not open, or the link expires, ask Claude to retry the Tally connection.
  • Composio creates a fresh Tally authorization link.
  • Open that link in your browser and finish the Tally sign-in.

4. Why do Tally actions fail after they worked before?

The Tally connection can expire or lose permission.

  • Ask Claude to inspect the Tally connection.
  • If the connection is unhealthy, disconnect it when Claude prompts you.
  • Reconnect the Tally account and retry the action.
  • If Claude shows a permission prompt, approve it before Claude changes data in Tally.
  • If the action still fails with a permission error, check that the connected account has that permission in Tally itself.

5. How do I switch to a different Tally account?

Claude can manage the Tally connection for you.

  • Ask Claude to disconnect or delete the current Tally account.
  • Ask Claude to connect Tally again.
  • Open the new Composio authorization link for Tally.
  • Sign in with the other Tally account in the browser.
  • After the account connects, ask Claude to retry the Tally task.

6. Why is my Tally connection missing in Claude Desktop or on a Team plan?

The connector belongs to your Claude account, so your Tally connection works in Claude Web, Desktop, and Cowork.

  • In Claude Desktop, open Customize > Connectors.
  • Next to Composio, click ⋮ and click Clear cache.
  • If Tally tools still do not appear, click ⋮, disconnect, remove the connector, and add it again.
  • On Team or Enterprise, an Owner or Primary Owner must enable the connector before you can connect Tally.
TOOLS

Supported Tools

Every Tally action and event your agent gets out of the box.

Create Form

Tool to create a new form.

Create Webhook

Tool to create a new webhook for a form.

Delete Form

Tool to delete a specific form identified by its ID.

Delete Webhook

Tool to delete a specific webhook.

Get Form Details

Tool to retrieve details of a specific form.

Get Form Responses

Tool to retrieve the responses of a specific form.

Get User Info

Tool to retrieve information about the authenticated user.

Get Webhook Events

Tool to list events associated with a specific webhook.

Get Workspace

Tool to retrieve a single workspace by its ID with associated members.

List Form Questions

Tool to retrieve all questions from a specific form.

List Forms

Tool to retrieve a paginated list of forms.

List Organization Invites

Tool to retrieve all pending invites in your organization.

List Organization Users

Tool to retrieve all users in an organization.

List Webhooks

Tool to retrieve a paginated list of configured webhooks.

List Workspaces

Tool to retrieve a paginated list of workspaces.

Update Form

Tool to update form details.

Update Webhook

Tool to update an existing webhook configuration.

Update Workspace

Tool to update the details of a specific workspace identified by its ID.

FRAMEWORKS

How to build Tally MCP Agent with another framework

Claude Code logo

Claude Code

Use Tally MCP with Claude Code

OpenAI Agents SDK logo

OpenAI Agents SDK

Use Tally MCP with OpenAI Agents SDK

Claude Agent SDK logo

Claude Agent SDK

Use Tally MCP with Claude Agent SDK

Codex logo

Codex

Use Tally MCP with Codex

OpenClaw logo

OpenClaw

Use Tally MCP with OpenClaw

Hermes logo

Hermes

Use Tally MCP with Hermes

Atomic Agent logo

Atomic Agent

Use Tally MCP with Atomic Agent

Google ADK logo

Google ADK

Use Tally MCP with Google ADK

LangChain logo

LangChain

Use Tally MCP with LangChain

Vercel AI SDK logo

Vercel AI SDK

Use Tally MCP with Vercel AI SDK

Mastra AI logo

Mastra AI

Use Tally MCP with Mastra AI

LlamaIndex logo

LlamaIndex

Use Tally MCP with LlamaIndex

CrewAI logo

CrewAI

Use Tally MCP with CrewAI

Pydantic AI logo

Pydantic AI

Use Tally MCP with Pydantic AI

AutoGen logo

AutoGen

Use Tally MCP with AutoGen

FAQ

Frequently asked questions

With a standalone Tally MCP server, the agents and LLMs can only access a fixed set of Tally tools tied to that server. However, with the Composio Tool Router, agents can dynamically load tools from Tally and many other apps based on the task at hand, all through a single MCP endpoint.

Yes, you can. Claude Cowork fully supports MCP integration. You get structured tool calling, message history handling, and model orchestration while Tool Router takes care of discovering and serving the right Tally tools.

Yes, absolutely. You can configure which Tally scopes and actions are allowed when connecting your account to Composio. You can also bring your own OAuth credentials or API configuration so you keep full control over what the agent can do.

All sensitive data such as tokens, keys, and configuration is fully encrypted at rest and in transit. Composio is SOC 2 Type 2 compliant and follows strict security practices so your Tally data and credentials are handled as safely as possible.

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