--- title: "Tallyfy integrations and MCP server - APIANT.ai" description: "Connect Tallyfy to any other app, or use it from your AI client over MCP. Tallyfy is a workflow platform that eliminates chaos from your repeatable processes..." canonical: "https://apiant.ai/connections/tallyfy" --- # Tallyfy integrations Connect Tallyfy to any other app, or use it from your AI client over MCP. Tallyfy is a workflow platform that eliminates chaos from your repeatable processes - freeing up your time. Connects with an API key [tallyfy.com](https://tallyfy.com/) **14** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want to automate with Tallyfy? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Popular ## Tallyfy with the apps people pair it with most - [ **HubSpot to Tallyfy** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-tallyfy) - [ **Salesforce to Tallyfy** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-tallyfy) - [ **Slack to Tallyfy** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-tallyfy) - [ **Google Sheets to Tallyfy** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-tallyfy) - [ **Gmail to Tallyfy** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-tallyfy) - [ **Google Calendar to Tallyfy** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-tallyfy) - [ **Google Drive to Tallyfy** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-tallyfy) - [ **Mailchimp to Tallyfy** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-tallyfy) Pair it ## Connect Tallyfy with another app - [ **HubSpot to Tallyfy**](https://apiant.ai/connect/hubspot-to-tallyfy) - [ **Salesforce to Tallyfy**](https://apiant.ai/connect/salesforce-to-tallyfy) - [ **Slack to Tallyfy**](https://apiant.ai/connect/slack-to-tallyfy) - [ **Google Sheets to Tallyfy**](https://apiant.ai/connect/google-sheets-to-tallyfy) - [ **Gmail to Tallyfy**](https://apiant.ai/connect/gmail-to-tallyfy) - [ **Google Calendar to Tallyfy**](https://apiant.ai/connect/google-calendar-to-tallyfy) - [ **Google Drive to Tallyfy**](https://apiant.ai/connect/google-drive-to-tallyfy) - [ **Mailchimp to Tallyfy**](https://apiant.ai/connect/mailchimp-to-tallyfy) - [ **Stripe to Tallyfy**](https://apiant.ai/connect/stripe-to-tallyfy) - [ **Shopify to Tallyfy**](https://apiant.ai/connect/shopify-to-tallyfy) - [ **QuickBooks Online to Tallyfy**](https://apiant.ai/connect/quickbooks-online-to-tallyfy) - [ **Pipedrive to Tallyfy**](https://apiant.ai/connect/pipedrive-to-tallyfy) - [ **ActiveCampaign to Tallyfy**](https://apiant.ai/connect/activecampaign-to-tallyfy) - [ **Notion to Tallyfy**](https://apiant.ai/connect/notion-to-tallyfy) - [ **Airtable to Tallyfy**](https://apiant.ai/connect/airtable-to-tallyfy) - [ **Trello to Tallyfy**](https://apiant.ai/connect/trello-to-tallyfy) - [ **Asana to Tallyfy**](https://apiant.ai/connect/asana-to-tallyfy) - [ **JIRA to Tallyfy**](https://apiant.ai/connect/jira-to-tallyfy) - [ **ClickUp to Tallyfy**](https://apiant.ai/connect/clickup-to-tallyfy) - [ **Zoom to Tallyfy**](https://apiant.ai/connect/zoom-to-tallyfy) - [ **Discord to Tallyfy**](https://apiant.ai/connect/discord-to-tallyfy) - [ **Twilio to Tallyfy**](https://apiant.ai/connect/twilio-to-tallyfy) - [ **SendGrid to Tallyfy**](https://apiant.ai/connect/sendgrid-to-tallyfy) - [ **Outlook to Tallyfy**](https://apiant.ai/connect/outlook-to-tallyfy) - [ **Intercom to Tallyfy**](https://apiant.ai/connect/intercom-to-tallyfy) - [ **Freshdesk to Tallyfy**](https://apiant.ai/connect/freshdesk-to-tallyfy) - [ **Klaviyo to Tallyfy**](https://apiant.ai/connect/klaviyo-to-tallyfy) - [ **Brevo to Tallyfy**](https://apiant.ai/connect/brevo-to-tallyfy) - [ **Typeform to Tallyfy**](https://apiant.ai/connect/typeform-to-tallyfy) - [ **JotForm to Tallyfy**](https://apiant.ai/connect/jotform-to-tallyfy) - [ **Calendly to Tallyfy**](https://apiant.ai/connect/calendly-to-tallyfy) - [ **PandaDoc to Tallyfy**](https://apiant.ai/connect/pandadoc-to-tallyfy) - [ **Webflow to Tallyfy**](https://apiant.ai/connect/webflow-to-tallyfy) - [ **Wix to Tallyfy**](https://apiant.ai/connect/wix-to-tallyfy) - [ **Instagram to Tallyfy**](https://apiant.ai/connect/instagram-to-tallyfy) - [ **OpenAI to Tallyfy**](https://apiant.ai/connect/openai-to-tallyfy) - [ **OneDrive to Tallyfy**](https://apiant.ai/connect/onedrive-to-tallyfy) - [ **Google Docs to Tallyfy**](https://apiant.ai/connect/google-docs-to-tallyfy) - [ **Ontraport to Tallyfy**](https://apiant.ai/connect/ontraport-to-tallyfy) - [ **Freshworks CRM to Tallyfy**](https://apiant.ai/connect/freshworks-crm-to-tallyfy) - [ **GoHighLevel to Tallyfy**](https://apiant.ai/connect/gohighlevel-to-tallyfy) - [ **Capsule CRM to Tallyfy**](https://apiant.ai/connect/capsule-crm-to-tallyfy) - [ **Copper to Tallyfy**](https://apiant.ai/connect/copper-to-tallyfy) - [ **Streak to Tallyfy**](https://apiant.ai/connect/streak-to-tallyfy) - [ **NetHunt CRM to Tallyfy**](https://apiant.ai/connect/nethunt-crm-to-tallyfy) - [ **MINDBODY to Tallyfy**](https://apiant.ai/connect/mindbody-to-tallyfy) - [ **PostgreSQL to Tallyfy**](https://apiant.ai/connect/postgresql-to-tallyfy) - [ **MySQL to Tallyfy**](https://apiant.ai/connect/mysql-to-tallyfy) - [ **Vercel to Tallyfy**](https://apiant.ai/connect/vercel-to-tallyfy) - [ **PagerDuty to Tallyfy**](https://apiant.ai/connect/pagerduty-to-tallyfy) - [ **Gravity Forms to Tallyfy**](https://apiant.ai/connect/gravity-forms-to-tallyfy) - [ **HubSpot Enterprise to Tallyfy**](https://apiant.ai/connect/hubspot-enterprise-to-tallyfy) - [ **Google Forms to Tallyfy**](https://apiant.ai/connect/google-forms-to-tallyfy) - [ **Facebook Lead Ads to Tallyfy**](https://apiant.ai/connect/facebook-lead-ads-to-tallyfy) - [ **monday.com to Tallyfy**](https://apiant.ai/connect/monday-com-to-tallyfy) - [ **Google Ads to Tallyfy**](https://apiant.ai/connect/google-ads-to-tallyfy) - [ **Google Tasks to Tallyfy**](https://apiant.ai/connect/google-tasks-to-tallyfy) - [ **Telegram to Tallyfy**](https://apiant.ai/connect/telegram-to-tallyfy) - [ **MailerLite to Tallyfy**](https://apiant.ai/connect/mailerlite-to-tallyfy) - [ **Google Contacts to Tallyfy**](https://apiant.ai/connect/google-contacts-to-tallyfy) What your agent can do with Tallyfy ## Triggers and actions 14 actions - Action **Add Comment** Adds a comment to a Tallyfy task. Comments support HTML formatting. - Action **Change Task Assignees** Replaces who is assigned to a task inside a Tallyfy process: members, guests and groups. - Action **Change Task Deadline** Changes the deadline of a task inside a Tallyfy process. - Action **Complete Task** Marks a task inside a Tallyfy process as completed. - Action **Create Blueprint** - Action **Create Group** Create a new group for task assignment - Action **Create Guest** Create a new guest user (external participant) - Action **Create Task** Creates a standalone task. - Action **Find Process Task** Finds tasks in processes launched from a template, matching the given template step and search text. - Action **Get Member** Fetches a member of your organization by ID, including their name, email, role and status. An error occurs if the member is not found. - Action **Get Task** Fetches a task by ID, including its status, assignees, deadline, form data and comments. An error occurs if the task is not found. - Action **Invite Member** Invites a new member to your Tallyfy organization by email. - Action **Launch Process** Launches (starts) a new process in Tallyfy from a template. - Action **Update Task Properties** Updates the properties of a task inside a Tallyfy process: title, summary, status, deadline, start date, assignees, form-field values and visibility options. Only the fields you fill in are changed. Reviews ## What our customers say Questions ## Tallyfy, answered ### ### Is there a Tallyfy MCP server? APIANT's MCP server at https://mcp.apiant.ai works with Tallyfy. Add that address to any AI client that takes a remote MCP server and sign in once in your browser. Your client can then run Tallyfy actions on demand, or have APIANT build, test and run automations that use Tallyfy. Nothing to install. ### ### What can your agent do in Tallyfy? Any of Tallyfy's 14 actions, including Create Blueprint, Create Group, Create Guest and Create Task. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can I use Tallyfy directly from Claude, ChatGPT or Cursor? Yes. Connect your AI client to APIANT once and it works with Tallyfy two ways. Ask it to do something in Tallyfy once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running on its own. A one-off action uses your plan's tasks the same way an automation step does. ### ### Do I need to write code against the Tallyfy API? No. APIANT connects to the Tallyfy API for you, with your Tallyfy API key. Describe what you want in plain language and your agent builds it on the Tallyfy triggers and actions in the catalog. If you need an endpoint that is not there yet, your agent reads the Tallyfy API documentation and adds it. ### ### Which apps can Tallyfy connect to? Any app in the catalog; the list on this page pairs Tallyfy with each of them. If the other app is missing, point your agent at its API documentation and it builds the connector. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.