Connect Tally to AI agents

Connect Tally to Claude, Codex, Cursor, or other AI agents for your entire team. Metorial security, governance, observability, and gives your team a unified Magic MCP url to connect.

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Supported Tools

Tools13Triggers1

delete_form

Delete Form

Delete a Tally form by moving it to the trash. This removes the form and all its submissions.

delete_workspace

Delete Workspace

Delete a Tally workspace and move it along with its forms to the trash.

get_user

Get Current User

Retrieve information about the currently authenticated Tally user. Use this to verify authentication or get account details.

list_submissions

List Submissions

List submissions for a specific Tally form with filtering and pagination. Use this to retrieve form responses, filter by date range, or paginate through large sets of submissions.

update_form

Update Form

Update an existing Tally form's name, status, blocks, or settings. Use this to modify form structure, open/close a form, rename it, or change its configuration.

list_workspaces

List Workspaces

List all workspaces in your Tally account. Workspaces are used to group related forms together.

create_workspace

Create Workspace

Create a new Tally workspace for grouping related forms. Requires a Pro subscription.

create_form

Create Form

Create a new Tally form with optional blocks and settings. Forms can be created in PUBLISHED or draft status, and optionally placed in a workspace. Supports all Tally block types including text inputs, multiple choice, dropdowns, file uploads, signatures, payments, and more.

get_submission

Get Submission

Retrieve a specific form submission with all its responses and the associated form questions. Use this to inspect individual submission details.

list_questions

List Form Questions

List all questions (input blocks) defined on a Tally form. Use this to understand a form's structure before processing submissions, or to map question keys to labels.

list_forms

List Forms

List all forms in your Tally account with pagination support. Use this to browse available forms, find a specific form, or get an overview of all forms in a workspace.

get_form

Get Form

Retrieve complete details of a specific Tally form including all blocks, settings, and metadata. Use this to inspect a form's structure, fields, conditional logic, and configuration.

delete_submission

Delete Submission

Delete a specific form submission from a Tally form. This permanently removes the submission and its responses.

More integrations teams use with Tally

GitHub

Manage repositories, issues, and pull requests. Create and configure branches, star repositories, review code, and merge changes. Automate CI/CD workflows with GitHub Actions, manage workflow runs, secrets, and artifacts. Track issues with labels, milestones, and assignees. Search across code, repositories, issues, and users. Manage organizations, teams, and memberships. Create and manage projects, gists, packages, deployments, and environments. Access security alerts including code scanning, secret scanning, and Dependabot alerts. Read and write file contents in repositories. Manage webhooks, notifications, and codespaces.

Sharepoint

Manage SharePoint sites, document libraries, lists, and files. Create, read, update, and delete lists and list items with custom columns. Upload, download, move, copy, and version files in document libraries. Search across sites, files, folders, lists, and list items using Microsoft Search. Manage permissions at site, list, and item levels with granular access control. Define and manage content types and site columns. Subscribe to webhooks for list and library change notifications. Retrieve site properties and search for sites across Microsoft 365.

Salesforce

Manage CRM data including Accounts, Contacts, Leads, Opportunities, Cases, and custom objects. Create, read, update, and delete records. Query data using SOQL and search across objects using SOSL. Perform bulk data operations for large-scale imports, exports, and migrations. Execute composite requests to batch multiple operations in a single API call. Access analytics, reports, and dashboards. Manage files and attachments associated with records. Interact with Chatter feeds, posts, and groups for social collaboration. Subscribe to real-time change events via Change Data Capture and Platform Events. Manage org metadata including custom objects, fields, layouts, and workflows. Query data using GraphQL for precise data retrieval across related objects.

Airtable

Create, read, update, and delete records in Airtable bases and tables. Manage base schemas including creating tables and fields. Filter records using formulas, sort by fields, and scope queries to specific views. Upsert records to find, create, or update in a single call. Upload attachments to records, read and write record comments, list accessible bases, and receive real-time base change events through webhooks.

Confluence

Create, read, update, and delete pages, blog posts, comments, and attachments in Confluence spaces. Manage spaces, permissions, labels, and content restrictions. Search content using Confluence Query Language (CQL). Upload and download file attachments with versioning. Manage users, groups, and group memberships. Create and manage whiteboards, databases, folders, and templates. View and update inline tasks. Access audit logs. Listen for webhooks on page, blog, comment, attachment, space, label, and user events.

Bitbucket

Manage Git repositories, pull requests, and CI/CD pipelines on Bitbucket Cloud. Create, fork, and configure repositories within workspaces and projects. Create, review, approve, merge, and decline pull requests with inline code comments. Browse source code, list commits, and manage branches and tags. Track issues with the built-in issue tracker. Trigger, monitor, and manage Bitbucket Pipelines. List workspace members, configure repository default reviewers and branch restrictions, create and manage repository webhooks, and search code across repositories.

Technical notes for Tally

Create, manage, and retrieve online forms, surveys, and quizzes. List and fetch form submissions with full response data. Manage form questions, input blocks, and settings including open/closed status. Organize forms into workspaces. Manage organization users and invitations. Configure webhooks to receive real-time notifications on new form submissions. Supports a wide range of input types including text, file uploads, signatures, payments, conditional logic, and calculated fields.

Connect Tally to production AI agents

See how Metorial gives Tally access the governance, tracing, and security controls teams need.

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Frequently asked questions

Common questions about connecting Tally to AI agents with Metorial.

  1. Can Metorial connect Tally to AI agents?
    Yes. Metorial connects AI agents to Tally through a governed integration layer, so teams can use the provider while keeping access controlled and observable.
  2. Metorial is MCP compatible and lets teams expose approved provider tools to MCP-capable agents and clients through a controlled access layer.
  3. Metorial applies policies across users, groups, providers, agents, and individual tools, then records the context around every agent interaction.
  4. Yes. Metorial records provider activity so teams can inspect tool calls, troubleshoot integrations, and give security teams the visibility they need.