Tallyfy

Tallyfy

Run your Tallyfy workflows from any AI assistant in plain English. 107 tools across processes, tasks, templates, form fields, automation rules, users, and search, each scoped to the signed-in user's Tallyfy permissions.

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README

Tallyfy MCP Server

License: Apache 2.0 MCP

The official Model Context Protocol server for Tallyfy, the workflow and process automation platform. It lets any MCP-capable AI assistant run your operations: create and track tasks, launch and advance processes, read and edit templates, fill form fields, manage people and groups, and search across your organization, all through your own authenticated Tallyfy account.

This repository is an automatically published, read-only mirror. The canonical source is maintained privately by Tallyfy and a sanitized, server-only snapshot is published here on every production release. Please do not open pull requests against this mirror (they cannot be merged here). For bugs or feature requests, use the issue tracker or contact us (see Support). Hosting, deployment, and monitoring code is intentionally not part of this mirror.

Connect (hosted, recommended)

Tallyfy runs a managed remote server. You do not need to host anything. Point your MCP client at:

https://mcp.tallyfy.com/

Transport is streamable HTTP and authentication is OAuth against your Tallyfy account, so the assistant only ever sees data the signed-in user is allowed to see.

<details> <summary>Example client config</summary>

{
  "mcpServers": {
    "tallyfy": {
      "type": "streamable-http",
      "url": "https://mcp.tallyfy.com/"
    }
  }
}

</details>

What it can do

107 tools across the Tallyfy domain, grouped by area:

Area Examples
Tasks create, complete, reassign, comment on, and search tasks
Processes (runs) launch a process from a template, advance and track steps
Templates (checklists) read, create, and edit templates and their steps
Form fields read and populate kick-off and step form fields
Automation inspect and manage automated actions / rules
People & access users, groups, guests, organization membership
Organization tags, folders, comments, search across the org

Every tool calls the public Tallyfy API on behalf of the authenticated user. There are no write operations the signed-in user could not perform in the Tallyfy app directly.

Run it yourself

You can build and run the server from this mirror with Docker:

cd server
cp ../.env.example .env      # then fill in the values you need
docker build -t tallyfy-mcp-server .
docker run --rm -p 9000:9000 --env-file .env tallyfy-mcp-server

The server listens on port 9000 and speaks streamable HTTP at /. See .env.example for configuration. Python 3.11 is required if you prefer to run it without Docker (pip install -r server/requirements.txt, then uvicorn server:app from inside server/).

Listed on

Security

Tools are scoped to the authenticated user, inputs are validated and the outbound API surface is allowlisted. We disclose no static credentials in this repository: all secrets are supplied at runtime via environment variables. If you find a security issue, please email security@tallyfy.com rather than opening a public issue.

Support

  • Product docs: https://tallyfy.com/products/pro/integrations/mcp-server/
  • Help / contact: https://tallyfy.com/contact/

License

Apache License 2.0 © Tallyfy, Inc.

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