Summary
Connects Claude to Tallyfy's workflow automation platform for creating, launching, and tracking business processes. You get access to template management, process lifecycle operations, task assignment, and conditional logic. The server exposes endpoints for building multi-step workflows with approval chains, guest collaboration, and form-based data collection. Useful when you need to automate structured business processes like onboarding, customer intake, or approval routing where each step has specific assignees and conditional branching. Also handles document generation, scheduled launches via triggers, and process analytics. If you're already using Tallyfy for operations and want Claude to read status, launch workflows, or suggest process improvements based on completion data, this is the integration.
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Tools
Public tool metadata for what this MCP can expose to an agent.
80 tools
get_meGet the currently authenticated user's profile data. No parameters required. USE THIS TOOL when user asks: - "Who am I?" - "What's my name?" - "Show my profile" - "What's my user ID?" - "What organization am I in?" Returns the authenticated user's full profile including numeri...
Get the currently authenticated user's profile data. No parameters required. USE THIS TOOL when user asks: - "Who am I?" - "What's my name?" - "Show my profile" - "What's my user ID?" - "What organization am I in?" Returns the authenticated user's full profile including numeri...
No parameter schema in public metadata yet.
get_organization_usersGet organization members with full profile data. No required parameters. USE THIS TOOL when user asks: - "Who are the team members?" - "List all users" - "Show me organization members" - "Find user by name/email" (then search results for the user) Returns user data including n...2 params
Get organization members with full profile data. No required parameters. USE THIS TOOL when user asks: - "Who are the team members?" - "List all users" - "Show me organization members" - "Find user by name/email" (then search results for the user) Returns user data including n...
Parameters* required
pagevaluePage number for pagination (starting from 1)default: 1
with_groupsvalueOptional boolean parameterdefault: false
get_organization_users_listGet all organization members with minimal profile data for listing. Returns data with pagination metadata.
Get all organization members with minimal profile data for listing. Returns data with pagination metadata.
No parameter schema in public metadata yet.
invite_user_to_organizationInvite a new member to the organization. MANDATORY - ALL THREE required: 1. 'email' - Valid email address 2. 'first_name' - User's first name 3. 'last_name' - User's last name CORRECT usage: - invite_user_to_organization(email="john@example.com", first_name="John", last_name="...5 params
Invite a new member to the organization. MANDATORY - ALL THREE required: 1. 'email' - Valid email address 2. 'first_name' - User's first name 3. 'last_name' - User's last name CORRECT usage: - invite_user_to_organization(email="john@example.com", first_name="John", last_name="...
Parameters* required
rolestringUser role in the organization (light, standard, admin)default: light
emailstringValid email address
messagevalueOptional string parameter
last_namestringUser's first or last name
first_namestringUser's first or last name
get_userGet a single user by their numeric ID. REQUIRED: 'user_id' (positive integer). Never call this without user_id.1 params
Get a single user by their numeric ID. REQUIRED: 'user_id' (positive integer). Never call this without user_id.
Parameters* required
user_idintegerUnique user identifier
create_guestCreate a new guest in the organization. REQUIRED: 'email' (valid email), 'first_name', 'last_name'. Optional: 'phone', 'company_name'. Never call this without the three required parameters.5 params
Create a new guest in the organization. REQUIRED: 'email' (valid email), 'first_name', 'last_name'. Optional: 'phone', 'company_name'. Never call this without the three required parameters.
Parameters* required
emailstringValid email address
phonevalueOptional string parameter
last_namestringUser's first or last name
first_namestringUser's first or last name
company_namevalueOptional string parameter
update_guestUpdate guest details. REQUIRED: 'email' (valid email). Plus at least one optional field to update: 'first_name', 'last_name', 'phone', 'company_name'. Never call this without email.5 params
Update guest details. REQUIRED: 'email' (valid email). Plus at least one optional field to update: 'first_name', 'last_name', 'phone', 'company_name'. Never call this without email.
Parameters* required
emailstringValid email address
phonevalueOptional string parameter
last_namevalueOptional string parameter
first_namevalueOptional string parameter
company_namevalueOptional string parameter
disable_guestDisable a guest account. REQUIRED: 'email' (valid email). This prevents the guest from accessing the organization. Never call this without email.1 params
Disable a guest account. REQUIRED: 'email' (valid email). This prevents the guest from accessing the organization. Never call this without email.
Parameters* required
emailstringValid email address
enable_guestRe-enable a disabled guest account. REQUIRED: 'email' (valid email). Never call this without email.1 params
Re-enable a disabled guest account. REQUIRED: 'email' (valid email). Never call this without email.
Parameters* required
emailstringValid email address
get_guestGet a single guest's profile by email address. Returns guest profile data including name, contact info, last accessed time, and status. NOTE: This returns the guest's profile only, not their tasks. To get tasks assigned to a guest, use get_guest_tasks(guest_email="...") or get...1 params
Get a single guest's profile by email address. Returns guest profile data including name, contact info, last accessed time, and status. NOTE: This returns the guest's profile only, not their tasks. To get tasks assigned to a guest, use get_guest_tasks(guest_email="...") or get...
Parameters* required
emailstringValid email address
change_user_roleChange a user's role in the organization. REQUIRED: 'user_id' (positive integer) and 'role' ('light', 'standard', or 'admin'). Never call this without both parameters.2 params
Change a user's role in the organization. REQUIRED: 'user_id' (positive integer) and 'role' ('light', 'standard', or 'admin'). Never call this without both parameters.
Parameters* required
rolestringUser role in the organization (light, standard, admin)
user_idintegerUnique user identifier
disable_userDisable a user account. REQUIRED: 'user_id' (positive integer). This prevents the user from accessing the organization. Never call this without user_id.1 params
Disable a user account. REQUIRED: 'user_id' (positive integer). This prevents the user from accessing the organization. Never call this without user_id.
Parameters* required
user_idintegerUnique user identifier
enable_userRe-enable a disabled user account. REQUIRED: 'user_id' (positive integer). Never call this without user_id.1 params
Re-enable a disabled user account. REQUIRED: 'user_id' (positive integer). Never call this without user_id.
Parameters* required
user_idintegerUnique user identifier
get_organizationGet organization details. No parameters required — organization is determined from authentication context.
Get organization details. No parameters required — organization is determined from authentication context.
No parameter schema in public metadata yet.
get_my_tasksGet tasks assigned to the current user. No parameters required. USE THIS TOOL when user asks: - "What are my tasks?" - "Show me my tasks" - "What do I need to do?" - "What's assigned to me?" This tool returns task data including task IDs, run_ids (process IDs), titles, deadlin...1 params
Get tasks assigned to the current user. No parameters required. USE THIS TOOL when user asks: - "What are my tasks?" - "Show me my tasks" - "What do I need to do?" - "What's assigned to me?" This tool returns task data including task IDs, run_ids (process IDs), titles, deadlin...
Parameters* required
pagevaluePage number for pagination (starting from 1)default: 1
get_user_tasksGet all tasks assigned to a specific organization member (not the current user). IDENTIFICATION: Provide one of user_id, user_name, or user_email. CORRECT usage: - get_user_tasks(user_id=12345) — fastest, no lookup needed - get_user_tasks(user_name="Zurly Venom") — resolves na...6 params
Get all tasks assigned to a specific organization member (not the current user). IDENTIFICATION: Provide one of user_id, user_name, or user_email. CORRECT usage: - get_user_tasks(user_id=12345) — fastest, no lookup needed - get_user_tasks(user_name="Zurly Venom") — resolves na...
Parameters* required
pagevaluePage number for pagination (starting from 1)default: 1
statusvalueOptional string parameterdefault: all
sort_byvalueOptional string parameterdefault: newest
user_idvalueOptional numeric user identifier (positive integer when provided)
user_namevalueOptional string parameter
user_emailvalueOptional string parameter
get_tasks_for_processGet tasks for a specific process (workflow run). MANDATORY: You MUST provide either 'process_id', 'run_id', OR 'process_name'. Calling with empty parameters WILL FAIL. CORRECT usage examples: - get_tasks_for_process(process_id="abc123") - when you have the process/run ID - get...8 params
Get tasks for a specific process (workflow run). MANDATORY: You MUST provide either 'process_id', 'run_id', OR 'process_name'. Calling with empty parameters WILL FAIL. CORRECT usage examples: - get_tasks_for_process(process_id="abc123") - when you have the process/run ID - get...
Parameters* required
pagevaluePage number for pagination (starting from 1)default: 1
sortvalueOptional string parameter
groupsvalueOptional string parameter
ownersvalueOptional string parameter
run_idvalueOptional string parameter
statusvalueOptional string parameter
process_idvalueOptional string parameter
process_namevalueOptional string parameter
create_standalone_taskCreate a standalone (one-off) task with explicit structured fields. NOTE: Tallyfy internally creates a lightweight process container for every standalone task — this is expected platform behaviour and the task will still appear as a one-off task (is_oneoff_task: true). REQUIRE...10 params
Create a standalone (one-off) task with explicit structured fields. NOTE: Tallyfy internally creates a lightweight process container for every standalone task — this is expected platform behaviour and the task will still appear as a one-off task (is_oneoff_task: true). REQUIRE...
Parameters* required
titlestringTask title or name
deadlinestringNatural language text input for processing
task_typevalueOptional string parameter
user_namesvaluedescriptionvalueOptional string parameter
group_namesvalueuser_emailsvalueguest_emailsvaluemax_assignablevalueOptional integer parameter (non-negative)
prevent_guest_commentvalueOptional boolean parameter
create_task_from_textCreate a one-off task from a single natural-language sentence. This tool extracts structured fields (title, task_type, assignees, deadline, description) from `user_input` using a server-side `claude -p` extraction step, then creates the task via the same SDK path as `create_st...1 params
Create a one-off task from a single natural-language sentence. This tool extracts structured fields (title, task_type, assignees, deadline, description) from `user_input` using a server-side `claude -p` extraction step, then creates the task via the same SDK path as `create_st...
Parameters* required
user_inputstringNatural language text input for processing
complete_taskMark a task as complete. REQUIRED: 'run_id' (32-char hex process ID) and 'task_id' (32-char hex). ⚠️ APPROVAL TASKS — MANDATORY is_approved PARAMETER ⚠️ If the task is an approval-type step (`step_type` = "approval"), you MUST provide EITHER `is_approved=True` (approve) OR `is...4 params
Mark a task as complete. REQUIRED: 'run_id' (32-char hex process ID) and 'task_id' (32-char hex). ⚠️ APPROVAL TASKS — MANDATORY is_approved PARAMETER ⚠️ If the task is an approval-type step (`step_type` = "approval"), you MUST provide EITHER `is_approved=True` (approve) OR `is...
Parameters* required
run_idstringUnique process (run) identifier
task_idstringUnique task identifier
is_approvedvalueOptional boolean parameter
override_uservalueOptional integer parameter (non-negative)
reopen_taskReopen a previously completed task. REQUIRED: 'run_id' (32-char hex process ID), 'task_id' (32-char hex), and 'reason' (string explanation for reopening). ⚠️ MANDATORY `reason` PARAMETER: - The `reason` parameter is REQUIRED (not optional) — empty/whitespace-only strings raise...3 params
Reopen a previously completed task. REQUIRED: 'run_id' (32-char hex process ID), 'task_id' (32-char hex), and 'reason' (string explanation for reopening). ⚠️ MANDATORY `reason` PARAMETER: - The `reason` parameter is REQUIRED (not optional) — empty/whitespace-only strings raise...
Parameters* required
reasonstringrun_idstringUnique process (run) identifier
task_idstringUnique task identifier
update_taskUpdate task properties including deadline, assignees, title, or form field values. REQUIRED: 'run_id' (32-char hex process ID) and 'task_id' (32-char hex). Plus at least ONE optional field to update. CORRECT usage: update_task(run_id="abc...", task_id="def...", deadline="2026-...15 params
Update task properties including deadline, assignees, title, or form field values. REQUIRED: 'run_id' (32-char hex process ID) and 'task_id' (32-char hex). Plus at least ONE optional field to update. CORRECT usage: update_task(run_id="abc...", task_id="def...", deadline="2026-...
Parameters* required
titlevalueOptional string parameter
ownersvaluerun_idstringUnique process (run) identifier
statusvalueOptional string parameter
summaryvalueOptional string parameter
task_idstringUnique task identifier
webhookvalueOptional string parameter
deadlinevalueOptional string parameter
positionvalueOptional integer parameter (non-negative)
taskdatavaluetask_typevalueOptional string parameter
started_atvalueOptional string parameter
top_secretvalueOptional boolean parameter
max_assignablevalueOptional integer parameter (non-negative)
prevent_guest_commentvalueOptional boolean parameter
get_taskGet a single task from a process by ID. REQUIRED: 'run_id' (32-char hex process ID) and 'task_id' (32-char hex). Never call this without both parameters.2 params
Get a single task from a process by ID. REQUIRED: 'run_id' (32-char hex process ID) and 'task_id' (32-char hex). Never call this without both parameters.
Parameters* required
run_idstringUnique process (run) identifier
task_idstringUnique task identifier
get_standalone_taskGet a standalone (one-off) task by ID. REQUIRED: 'task_id' (32-char hex). Never call this without task_id.1 params
Get a standalone (one-off) task by ID. REQUIRED: 'task_id' (32-char hex). Never call this without task_id.
Parameters* required
task_idstringUnique task identifier
update_standalone_taskUpdate a standalone (one-off) task that was created via create_standalone_task. Use THIS tool (not update_task) when the task has no run_id or was created as a one-off task. Use update_task instead when the task belongs to a workflow process run. REQUIRED: 'task_id' (32-char h...13 params
Update a standalone (one-off) task that was created via create_standalone_task. Use THIS tool (not update_task) when the task has no run_id or was created as a one-off task. Use update_task instead when the task belongs to a workflow process run. REQUIRED: 'task_id' (32-char h...
Parameters* required
titlevalueOptional string parameter
ownersvaluestatusvalueOptional string parameter
summaryvalueOptional string parameter
task_idstringUnique task identifier
webhookvalueOptional string parameter
deadlinevalueOptional string parameter
taskdatavaluetask_typevalueOptional string parameter
started_atvalueOptional string parameter
top_secretvalueOptional boolean parameter
max_assignablevalueOptional integer parameter (non-negative)
prevent_guest_commentvalueOptional boolean parameter
complete_kickoff_formComplete a process kickoff form to mark it as submitted. REQUIRED: 'run_id' (32-char hex process ID). Never call this without run_id.1 params
Complete a process kickoff form to mark it as submitted. REQUIRED: 'run_id' (32-char hex process ID). Never call this without run_id.
Parameters* required
run_idstringUnique process (run) identifier
get_guest_tasksGet all tasks assigned to a specific guest (external user). IDENTIFICATION: Provide guest_id or guest_email. CORRECT usage: - get_guest_tasks(guest_id="MITxZa1z2f5d81bb53f1da7c7fa95a2cfec5cbc2") — fastest, no lookup needed - get_guest_tasks(guest_email="guest@example.com") — r...5 params
Get all tasks assigned to a specific guest (external user). IDENTIFICATION: Provide guest_id or guest_email. CORRECT usage: - get_guest_tasks(guest_id="MITxZa1z2f5d81bb53f1da7c7fa95a2cfec5cbc2") — fastest, no lookup needed - get_guest_tasks(guest_email="guest@example.com") — r...
Parameters* required
pagevaluePage number for pagination (starting from 1)default: 1
statusvalueOptional string parameterdefault: all
sort_byvalueOptional string parameterdefault: newest
guest_idvalueUnique guest identifier string extracted from the guest link URL
guest_emailvalueOptional string parameter
get_organization_runsGet workflow processes (runs) in the organization. All parameters are optional — call with no parameters to get all runs, or use filters to narrow results. FILTERS: status, archived, starred, checklist_id (template_id), tag, folder, groups, owners, run_type, me (bool) RUN STAT...14 params
Get workflow processes (runs) in the organization. All parameters are optional — call with no parameters to get all runs, or use filters to narrow results. FILTERS: status, archived, starred, checklist_id (template_id), tag, folder, groups, owners, run_type, me (bool) RUN STAT...
Parameters* required
tagvalueOptional string parameter
pagevaluePage number for pagination (starting from 1)default: 1
sortvalueOptional string parameterdefault: -created_at
foldervalueOptional string parameter
groupsvalueOptional string parameter
ownersvalueOptional string parameter
statusvalueOptional string parameter
starredvalueOptional boolean parameter
archivedvalueOptional string parameter
run_typevalueOptional string parameter
with_datavalueOptional string parameter
task_statusvalueOptional string parameter
checklist_idvalueOptional string parameter
form_fields_valuesvalueOptional boolean parameter
launch_processLaunch a new workflow process (run) from a template. REQUIRED: 'template_id' (32-char hex) and 'name' (process name string). For the name, generate a short descriptive instance name based on the template name and context (e.g. "Onboarding - Jane Doe", "Q1 Budget Review - Marke...13 params
Launch a new workflow process (run) from a template. REQUIRED: 'template_id' (32-char hex) and 'name' (process name string). For the name, generate a short descriptive instance name based on the template name and context (e.g. "Onboarding - Jane Doe", "Q1 Budget Review - Marke...
Parameters* required
namestringtagsvaluerolesvaluetasksvalueusersvaluegroupsvalueprerunvaluefoldersvaluesummaryvalueOptional string parameter
owner_idvalueOptional integer parameter (non-negative)
is_publicvalueOptional boolean parameter
parent_idvalueOptional string parameter
template_idstringUnique template identifier
get_processGet full details for a single process (run) by ID. REQUIRED: 'run_id' (32-char hex). Never call this without run_id.1 params
Get full details for a single process (run) by ID. REQUIRED: 'run_id' (32-char hex). Never call this without run_id.
Parameters* required
run_idstringUnique process (run) identifier
update_processUpdate a process name, summary, or starred status. REQUIRED: 'run_id' (32-char hex) plus at least one of: 'name', 'summary', or 'starred'. Never call this without run_id.4 params
Update a process name, summary, or starred status. REQUIRED: 'run_id' (32-char hex) plus at least one of: 'name', 'summary', or 'starred'. Never call this without run_id.
Parameters* required
namevalueOptional string parameter
run_idstringUnique process (run) identifier
starredvalueOptional boolean parameter
summaryvalueOptional string parameter
archive_processArchive a completed process (run). REQUIRED: 'run_id' (32-char hex). CAUTION: Archived processes are HIDDEN from default views but NOT deleted — all data, tasks, comments, and form-field captures are preserved. Use reactivate_process(run_id) to restore an archived process to a...1 params
Archive a completed process (run). REQUIRED: 'run_id' (32-char hex). CAUTION: Archived processes are HIDDEN from default views but NOT deleted — all data, tasks, comments, and form-field captures are preserved. Use reactivate_process(run_id) to restore an archived process to a...
Parameters* required
run_idstringUnique process (run) identifier
reactivate_processReactivate an archived process (run) to make it active again. REQUIRED: 'run_id' (32-char hex). Never call this without run_id.1 params
Reactivate an archived process (run) to make it active again. REQUIRED: 'run_id' (32-char hex). Never call this without run_id.
Parameters* required
run_idstringUnique process (run) identifier
reopen_kickoff_formReopen a completed kickoff form to allow edits. REQUIRED: 'run_id' (32-char hex process ID). Never call this without run_id.1 params
Reopen a completed kickoff form to allow edits. REQUIRED: 'run_id' (32-char hex process ID). Never call this without run_id.
Parameters* required
run_idstringUnique process (run) identifier
search_for_tasksSearch for tasks in the organization by keyword. MANDATORY: You MUST provide a 'query' parameter. Calling with empty/missing query WILL FAIL. CORRECT usage examples: - search_for_tasks(query="urgent") - search for urgent tasks - search_for_tasks(query="review document") - sear...4 params
Search for tasks in the organization by keyword. MANDATORY: You MUST provide a 'query' parameter. Calling with empty/missing query WILL FAIL. CORRECT usage examples: - search_for_tasks(query="urgent") - search for urgent tasks - search_for_tasks(query="review document") - sear...
Parameters* required
pagevaluePage number for pagination (starting from 1)default: 1
tagsvalueOptional boolean parameterdefault: false
querystringSearch query string
per_pagevalueNumber of items per page (1-100)default: 20
search_for_processesSearch for workflow processes (runs) in the organization by keyword. MANDATORY: You MUST provide a 'query' parameter. Calling with empty/missing query WILL FAIL. CORRECT usage examples: - search_for_processes(query="onboarding") - search for onboarding processes - search_for_p...4 params
Search for workflow processes (runs) in the organization by keyword. MANDATORY: You MUST provide a 'query' parameter. Calling with empty/missing query WILL FAIL. CORRECT usage examples: - search_for_processes(query="onboarding") - search for onboarding processes - search_for_p...
Parameters* required
pagevaluePage number for pagination (starting from 1)default: 1
tagsvalueOptional boolean parameterdefault: false
querystringSearch query string
per_pagevalueNumber of items per page (1-100)default: 20
search_for_templatesSearch for workflow templates (blueprints) in the organization by keyword. MANDATORY: You MUST provide a 'query' parameter. Calling with empty/missing query WILL FAIL. CORRECT usage examples: - search_for_templates(query="onboarding") - search for onboarding templates - search...4 params
Search for workflow templates (blueprints) in the organization by keyword. MANDATORY: You MUST provide a 'query' parameter. Calling with empty/missing query WILL FAIL. CORRECT usage examples: - search_for_templates(query="onboarding") - search for onboarding templates - search...
Parameters* required
pagevaluePage number for pagination (starting from 1)default: 1
tagsvalueOptional boolean parameterdefault: false
querystringSearch query string
per_pagevalueNumber of items per page (1-100)default: 20
search_for_snippetsSearch for text snippets (stored text templates) in the organization by keyword. MANDATORY: You MUST provide a 'query' parameter. Calling with empty/missing query WILL FAIL. CORRECT usage examples: - search_for_snippets(query="welcome email") - search for welcome email snippet...3 params
Search for text snippets (stored text templates) in the organization by keyword. MANDATORY: You MUST provide a 'query' parameter. Calling with empty/missing query WILL FAIL. CORRECT usage examples: - search_for_snippets(query="welcome email") - search for welcome email snippet...
Parameters* required
pagevaluePage number for pagination (starting from 1)default: 1
querystringSearch query string
per_pagevalueNumber of items per page (1-100)default: 20
search_allSearch across multiple entity types in one request. Returns results grouped by type. MANDATORY: You MUST provide a 'query' parameter. Calling with empty/missing query WILL FAIL. Searches blueprints, processes, tasks, and snippets by default. Use the 'types' parameter to narrow...5 params
Search across multiple entity types in one request. Returns results grouped by type. MANDATORY: You MUST provide a 'query' parameter. Calling with empty/missing query WILL FAIL. Searches blueprints, processes, tasks, and snippets by default. Use the 'types' parameter to narrow...
Parameters* required
pagevaluePage number for pagination (starting from 1)default: 1
tagsvalueOptional boolean parameterdefault: false
querystringSearch query string
typesvalueWhich entity types to search. Valid values: blueprint, process, task, snippet, capture, step. Defaults to all four main types if omitted.
per_pagevalueNumber of items per page (1-100)default: 20
get_templateGet a template (checklist) by its ID or name with full details. MANDATORY: You MUST provide either 'template_id' OR 'template_name'. Calling with empty parameters WILL FAIL. CORRECT usage examples: - get_template(template_id="abc123def456") - when you have the template ID from...2 params
Get a template (checklist) by its ID or name with full details. MANDATORY: You MUST provide either 'template_id' OR 'template_name'. Calling with empty parameters WILL FAIL. CORRECT usage examples: - get_template(template_id="abc123def456") - when you have the template ID from...
Parameters* required
template_idvalueOptional string parameterdefault:
template_namevalueOptional string parameterdefault:
get_all_templatesGet templates (checklists) with full details including prerun fields, automated actions, linked tasks, and metadata. Returns 20 per page. Use page=2, page=3, etc. for more. meta.total_pages shows total page count. Optional: filter by folder name or folder ID.2 params
Get templates (checklists) with full details including prerun fields, automated actions, linked tasks, and metadata. Returns 20 per page. Use page=2, page=3, etc. for more. meta.total_pages shows total page count. Optional: filter by folder name or folder ID.
Parameters* required
pagevaluePage number for pagination (starting from 1)default: 1
foldervalueOptional string parameter
get_step_dependenciesRead-only: analyze which automations affect when this step appears in the workflow. Inspects all template rules referencing the step as condition trigger OR action target. RETURN: {step_info: {id,title,position,summary}, dependencies: {incoming: [{step_id,step_title,condition_...2 params
Read-only: analyze which automations affect when this step appears in the workflow. Inspects all template rules referencing the step as condition trigger OR action target. RETURN: {step_info: {id,title,position,summary}, dependencies: {incoming: [{step_id,step_title,condition_...
Parameters* required
step_idstringUnique step identifier
template_idstringUnique template identifier
suggest_step_deadlineRetrieve step details with template context to recommend an appropriate deadline. Returns the step's title, summary, position in the workflow, current deadline (if any), assignees, and the total number of steps in the template. Use this data to suggest a reasonable deadline by...2 params
Retrieve step details with template context to recommend an appropriate deadline. Returns the step's title, summary, position in the workflow, current deadline (if any), assignees, and the total number of steps in the template. Use this data to suggest a reasonable deadline by...
Parameters* required
step_idstringUnique step identifier
template_idstringUnique template identifier
add_assignees_to_stepAdd assignees (users or guests or both) to a specific step in a template. REQUIRED: 'template_id' (32-char hex), 'step_id' (32-char hex), and 'assignees'. 'assignees' accepts the following format: Dict with 'users' and/or 'guests' keys (to add guests by email): assignees: {"us...3 params
Add assignees (users or guests or both) to a specific step in a template. REQUIRED: 'template_id' (32-char hex), 'step_id' (32-char hex), and 'assignees'. 'assignees' accepts the following format: Dict with 'users' and/or 'guests' keys (to add guests by email): assignees: {"us...
Parameters* required
step_idstringUnique step identifier
assigneesvaluetemplate_idstringUnique template identifier
edit_description_on_stepEdit the description/summary of a specific step in a template. The description supports HTML — use this to add rich instructions, checklists, or converted document content to a step. When a user wants to convert a document to step instructions, read the document content yourse...3 params
Edit the description/summary of a specific step in a template. The description supports HTML — use this to add rich instructions, checklists, or converted document content to a step. When a user wants to convert a document to step instructions, read the document content yourse...
Parameters* required
step_idstringUnique step identifier
descriptionstringStep description or summary
template_idstringUnique template identifier
add_step_to_templateAdd a new step to a template. Call this repeatedly after create_template to build out the workflow structure — one call per step, in order. When building a template from a user description or document, break the workflow into logical steps and call this for each one. REQUIRED:...2 params
Add a new step to a template. Call this repeatedly after create_template to build out the workflow structure — one call per step, in order. When building a template from a user description or document, break the workflow into logical steps and call this for each one. REQUIRED:...
Parameters* required
step_dataobjectGeneric dictionary response
template_idstringUnique template identifier
suggest_kickoff_fieldsRetrieve template data with existing kickoff fields and step context to recommend new kickoff fields. Returns the template title, summary, existing prerun/kickoff fields, and step titles/summaries. Use this data to suggest kickoff fields that would help initialize the workflow...1 params
Retrieve template data with existing kickoff fields and step context to recommend new kickoff fields. Returns the template title, summary, existing prerun/kickoff fields, and step titles/summaries. Use this data to suggest kickoff fields that would help initialize the workflow...
Parameters* required
template_idstringUnique template identifier
get_kickoff_fieldsGet all kickoff/prerun fields for a template. REQUIRED: 'template_id' (32-character hex string). Never call this without the template_id parameter.1 params
Get all kickoff/prerun fields for a template. REQUIRED: 'template_id' (32-character hex string). Never call this without the template_id parameter.
Parameters* required
template_idstringUnique template identifier
get_template_stepsGet all steps for a template in order. USE THIS instead of get_template when the user asks about steps. MANDATORY: 'template_id' (32-char hex string) is required. USE THIS TOOL when the user asks: - "What are the steps in [template]?" - "List the steps of [template]" - "Show m...1 params
Get all steps for a template in order. USE THIS instead of get_template when the user asks about steps. MANDATORY: 'template_id' (32-char hex string) is required. USE THIS TOOL when the user asks: - "What are the steps in [template]?" - "List the steps of [template]" - "Show m...
Parameters* required
template_idstringUnique template identifier
assess_template_healthRetrieve complete template data for a comprehensive health assessment. Returns the full template including metadata, steps, automation rules, and kickoff fields. Use this data to evaluate template health across these dimensions: - Metadata quality: Does it have a clear title,...1 params
Retrieve complete template data for a comprehensive health assessment. Returns the full template including metadata, steps, automation rules, and kickoff fields. Use this data to evaluate template health across these dimensions: - Metadata quality: Does it have a clear title,...
Parameters* required
template_idstringUnique template identifier
update_templateUpdate a template's metadata (title, summary, settings). REQUIRED: 'template_id' (32-char hex) plus at least one property to update. Updatable fields: title, summary, guidance, icon, alias, webhook, is_public, is_featured, auto_naming, folderize_process, allow_launcher_change_...2 params
Update a template's metadata (title, summary, settings). REQUIRED: 'template_id' (32-char hex) plus at least one property to update. Updatable fields: title, summary, guidance, icon, alias, webhook, is_public, is_featured, auto_naming, folderize_process, allow_launcher_change_...
Parameters* required
template_idstringUnique template identifier
template_dataobjectGeneric dictionary response
clone_templateClone (duplicate) a template with a new name. REQUIRED: 'template_id' (32-char hex) and 'new_name' (string). CORRECT usage: clone_template(template_id="abc123...", new_name="Employee Onboarding v2") clone_template(template_id="abc123...", new_name="Copy of Template", copy_perm...3 params
Clone (duplicate) a template with a new name. REQUIRED: 'template_id' (32-char hex) and 'new_name' (string). CORRECT usage: clone_template(template_id="abc123...", new_name="Employee Onboarding v2") clone_template(template_id="abc123...", new_name="Copy of Template", copy_perm...
Parameters* required
new_namestringtemplate_idstringUnique template identifier
copy_permissionsbooleandefault: false
create_templateCreate a new template (checklist/blueprint). This is the first step when building a workflow from a user's description, uploaded document, or image — create the template shell here, then call add_step_to_template for each step, add_form_field_to_step for form fields, add_kicko...4 params
Create a new template (checklist/blueprint). This is the first step when building a workflow from a user's description, uploaded document, or image — create the template shell here, then call add_step_to_template for each step, add_form_field_to_step for form fields, add_kicko...
Parameters* required
typevalueOptional string parameterdefault: procedure
starredvalueOptional boolean parameter
summaryvalueOptional string parameter
guidancevalueOptional string parameter
delete_templateDelete a template permanently. REQUIRED: 'template_id' (32-char hex). This action cannot be undone — all steps and automation rules will be deleted. Never call this without template_id.1 params
Delete a template permanently. REQUIRED: 'template_id' (32-char hex). This action cannot be undone — all steps and automation rules will be deleted. Never call this without template_id.
Parameters* required
template_idstringUnique template identifier
delete_stepDelete a step from a template permanently. REQUIRED: 'template_id' (32-char hex) and 'step_id' (32-char hex). This action cannot be undone. Never call this without both parameters. NOTE: Deleting a step also removes any automation rules that reference it (as conditionable_id,...2 params
Delete a step from a template permanently. REQUIRED: 'template_id' (32-char hex) and 'step_id' (32-char hex). This action cannot be undone. Never call this without both parameters. NOTE: Deleting a step also removes any automation rules that reference it (as conditionable_id,...
Parameters* required
step_idstringUnique step identifier
template_idstringUnique template identifier
clone_stepClone (duplicate) a step within a template. REQUIRED: 'template_id' (32-char hex) and 'step_id' (32-char hex). Creates an exact copy of the step including form fields and assignees. Never call this without both parameters.2 params
Clone (duplicate) a step within a template. REQUIRED: 'template_id' (32-char hex) and 'step_id' (32-char hex). Creates an exact copy of the step including form fields and assignees. Never call this without both parameters.
Parameters* required
step_idstringUnique step identifier
template_idstringUnique template identifier
reorder_stepMove a step to a new position in a template. REQUIRED: 'template_id' (32-char hex), 'step_id' (32-char hex), and 'position' (integer >= 0). Never call this without all three parameters.3 params
Move a step to a new position in a template. REQUIRED: 'template_id' (32-char hex), 'step_id' (32-char hex), and 'position' (integer >= 0). Never call this without all three parameters.
Parameters* required
step_idstringUnique step identifier
positionintegerStep position (0-based index)
template_idstringUnique template identifier
add_form_field_to_stepAdd form fields (text, dropdown, date, etc.) to a step. REQUIRED: 'template_id' (32-char hex), 'step_id' (32-char hex), and 'field_data' (dict). SUPPORTED `field_type` ENUM (9 values — must be one of these exactly): - `text` single-line text input - `textarea` multi-line text...3 params
Add form fields (text, dropdown, date, etc.) to a step. REQUIRED: 'template_id' (32-char hex), 'step_id' (32-char hex), and 'field_data' (dict). SUPPORTED `field_type` ENUM (9 values — must be one of these exactly): - `text` single-line text input - `textarea` multi-line text...
Parameters* required
step_idstringUnique step identifier
field_dataobjectGeneric dictionary response
template_idstringUnique template identifier
update_form_fieldUpdate form field properties, validation, or options on an existing form field. REQUIRED: 'template_id' (32-char hex), 'step_id' (32-char hex), 'field_id' (32-char hex), and 'field_data' (dict). UPDATABLE vs IMMUTABLE PROPERTIES: UPDATABLE: - `label` human-readable name - `des...4 params
Update form field properties, validation, or options on an existing form field. REQUIRED: 'template_id' (32-char hex), 'step_id' (32-char hex), 'field_id' (32-char hex), and 'field_data' (dict). UPDATABLE vs IMMUTABLE PROPERTIES: UPDATABLE: - `label` human-readable name - `des...
Parameters* required
step_idstringUnique step identifier
field_idstringUnique form field identifier
field_dataobjectGeneric dictionary response
template_idstringUnique template identifier
move_form_fieldMove form field between steps with position control. REQUIRED: 'template_id' (32-char hex), 'from_step' (32-char hex), 'field_id' (32-char hex), and 'to_step' (32-char hex). Optional: 'position' (defaults to 1). Never call this without the four required parameters.5 params
Move form field between steps with position control. REQUIRED: 'template_id' (32-char hex), 'from_step' (32-char hex), 'field_id' (32-char hex), and 'to_step' (32-char hex). Optional: 'position' (defaults to 1). Never call this without the four required parameters.
Parameters* required
to_stepstringUnique step identifier
field_idstringUnique form field identifier
positionintegerPosition/order of the field in the formdefault: 1
from_stepstringUnique step identifier
template_idstringUnique template identifier
delete_form_fieldDelete a form field from a step. REQUIRED: 'template_id' (32-char hex), 'step_id' (32-char hex), and 'field_id' (32-char hex). Never call this without all three parameters.3 params
Delete a form field from a step. REQUIRED: 'template_id' (32-char hex), 'step_id' (32-char hex), and 'field_id' (32-char hex). Never call this without all three parameters.
Parameters* required
step_idstringUnique step identifier
field_idstringUnique form field identifier
template_idstringUnique template identifier
get_dropdown_optionsGet current dropdown options for analysis. REQUIRED: 'template_id' (32-char hex), 'step_id' (32-char hex), and 'field_id' (32-char hex). Never call this without all three parameters.3 params
Get current dropdown options for analysis. REQUIRED: 'template_id' (32-char hex), 'step_id' (32-char hex), and 'field_id' (32-char hex). Never call this without all three parameters.
Parameters* required
step_idstringUnique step identifier
field_idstringUnique form field identifier
template_idstringUnique template identifier
update_dropdown_optionsReplace the options list on a dropdown/radio/multiselect form field. REQUIRED: 'template_id' (32-char hex), 'step_id' (32-char hex), 'field_id' (32-char hex), and 'options' (list). ACCEPTED `options` FORMATS — pass EITHER format (the tool normalizes both): Format A — STRING AR...4 params
Replace the options list on a dropdown/radio/multiselect form field. REQUIRED: 'template_id' (32-char hex), 'step_id' (32-char hex), 'field_id' (32-char hex), and 'options' (list). ACCEPTED `options` FORMATS — pass EITHER format (the tool normalizes both): Format A — STRING AR...
Parameters* required
optionsvaluestep_idstringUnique step identifier
field_idstringUnique form field identifier
template_idstringUnique template identifier
suggest_form_fields_for_stepRetrieve step details with existing form fields to recommend additional fields. Returns the step's title, summary, type, and existing form fields (captures), plus the template title for context. Use this data to suggest relevant form fields by considering: - The step's purpose...2 params
Retrieve step details with existing form fields to recommend additional fields. Returns the step's title, summary, type, and existing form fields (captures), plus the template title for context. Use this data to suggest relevant form fields by considering: - The step's purpose...
Parameters* required
step_idstringUnique step identifier
template_idstringUnique template identifier
reorder_form_fieldsReorder form fields in a step. REQUIRED: 'template_id' (32-char hex), 'step_id' (32-char hex), and 'field_order' (list of field IDs in desired order). Never call this without all three parameters.3 params
Reorder form fields in a step. REQUIRED: 'template_id' (32-char hex), 'step_id' (32-char hex), and 'field_order' (list of field IDs in desired order). Never call this without all three parameters.
Parameters* required
step_idstringUnique step identifier
field_orderarrayGeneric list of dictionary responses
template_idstringUnique template identifier
add_kickoff_fieldAdd a form field to a template's kickoff (prerun) form. Kickoff fields are filled out BEFORE a process starts — they collect initialization data (e.g. customer name, start date, priority). This is different from step form fields which are filled out DURING the process. REQUIRE...2 params
Add a form field to a template's kickoff (prerun) form. Kickoff fields are filled out BEFORE a process starts — they collect initialization data (e.g. customer name, start date, priority). This is different from step form fields which are filled out DURING the process. REQUIRE...
Parameters* required
field_dataobjectGeneric dictionary response
template_idstringUnique template identifier
update_kickoff_fieldUpdate a kickoff (prerun) field on a template. REQUIRED: 'template_id' (32-char hex), 'field_id' (32-char hex), and 'field_data' (dict). UPDATABLE PROPERTIES: label, guidance, required (bool), position, options (dropdown/radio/multiselect), columns (table), collect_time, use_w...3 params
Update a kickoff (prerun) field on a template. REQUIRED: 'template_id' (32-char hex), 'field_id' (32-char hex), and 'field_data' (dict). UPDATABLE PROPERTIES: label, guidance, required (bool), position, options (dropdown/radio/multiselect), columns (table), collect_time, use_w...
Parameters* required
field_idstringUnique form field identifier
field_dataobjectGeneric dictionary response
template_idstringUnique template identifier
delete_kickoff_fieldDelete a kickoff (prerun) field from a template. REQUIRED: 'template_id' (32-char hex) and 'field_id' (32-char hex). WARNING: Deleting a kickoff field removes it permanently and drops all collected data for that field across existing process runs. This cannot be undone. NOTE:...2 params
Delete a kickoff (prerun) field from a template. REQUIRED: 'template_id' (32-char hex) and 'field_id' (32-char hex). WARNING: Deleting a kickoff field removes it permanently and drops all collected data for that field across existing process runs. This cannot be undone. NOTE:...
Parameters* required
field_idstringUnique form field identifier
template_idstringUnique template identifier
reorder_kickoff_fieldsReorder kickoff (prerun) fields on a template. REQUIRED: 'template_id' (32-char hex) and 'field_order' (list of field IDs in desired order). The API assigns position sequentially based on array order — first ID gets position 1, second gets position 2, etc. Fields not included...2 params
Reorder kickoff (prerun) fields on a template. REQUIRED: 'template_id' (32-char hex) and 'field_order' (list of field IDs in desired order). The API assigns position sequentially based on array order — first ID gets position 1, second gets position 2, etc. Fields not included...
Parameters* required
field_orderarrayOrdered list of field IDs (32-char hex strings)
template_idstringUnique template identifier
get_kickoff_dropdown_optionsGet dropdown/radio/multiselect options for a kickoff (prerun) field. REQUIRED: 'template_id' (32-char hex) and 'field_id' (32-char hex). Returns the options array for the specified kickoff field. Only works on fields with field_type dropdown, radio, or multiselect — returns an...2 params
Get dropdown/radio/multiselect options for a kickoff (prerun) field. REQUIRED: 'template_id' (32-char hex) and 'field_id' (32-char hex). Returns the options array for the specified kickoff field. Only works on fields with field_type dropdown, radio, or multiselect — returns an...
Parameters* required
field_idstringUnique form field identifier
template_idstringUnique template identifier
create_automation_ruleCreate conditional automation (if-then rules) for workflow templates. REQUIRED: 'template_id' (32-char hex) + 'automation_data' (dict with `conditions`+`actions`). action_verbs: show, hide, deadline, assign, unassign, reopen, emit_webhook conditionable_type: step | field | kic...2 params
Create conditional automation (if-then rules) for workflow templates. REQUIRED: 'template_id' (32-char hex) + 'automation_data' (dict with `conditions`+`actions`). action_verbs: show, hide, deadline, assign, unassign, reopen, emit_webhook conditionable_type: step | field | kic...
Parameters* required
template_idstringUnique template identifier
automation_dataobjectGeneric dictionary response
update_automation_ruleModify automation conditions and actions. REQUIRED (all three): 'template_id' (32-char hex), 'automation_id' (32-char hex), 'automation_data' (dict). Use "actions" (NOT "then_actions"). Use "alias" (NOT "automated_alias"). Use "step"/"field"/"kickoff" for conditionable_type (a...3 params
Modify automation conditions and actions. REQUIRED (all three): 'template_id' (32-char hex), 'automation_id' (32-char hex), 'automation_data' (dict). Use "actions" (NOT "then_actions"). Use "alias" (NOT "automated_alias"). Use "step"/"field"/"kickoff" for conditionable_type (a...
Parameters* required
template_idstringUnique template identifier
automation_idstringUnique automation identifier
automation_dataobjectGeneric dictionary response
delete_automation_ruleRemove an automation rule from a workflow template. REQUIRED: 'template_id' (32-char hex) and 'automation_id' (32-char hex). Never call this without both parameters.2 params
Remove an automation rule from a workflow template. REQUIRED: 'template_id' (32-char hex) and 'automation_id' (32-char hex). Never call this without both parameters.
Parameters* required
template_idstringUnique template identifier
automation_idstringUnique automation identifier
analyze_template_automationsRetrieve and analyze all automation rules for a template. Returns the complete automation rules (conditions, actions, targets), a step lookup map, and pre-computed redundant_groups identifying duplicates and merge candidates. Use this data to: - Review redundant_groups for exa...1 params
Retrieve and analyze all automation rules for a template. Returns the complete automation rules (conditions, actions, targets), a step lookup map, and pre-computed redundant_groups identifying duplicates and merge candidates. Use this data to: - Review redundant_groups for exa...
Parameters* required
template_idstringUnique template identifier
suggest_automation_consolidationRead-only: prioritized consolidation suggestions for a template's automation rules. `suggestion_type` (lowercase, in `type` field): - `orphaned_rule` (high) — references deleted steps. Includes `orphaned_step_ids`. Recommended: `delete_automation_rule`. - `exact_duplicate` (hi...1 params
Read-only: prioritized consolidation suggestions for a template's automation rules. `suggestion_type` (lowercase, in `type` field): - `orphaned_rule` (high) — references deleted steps. Includes `orphaned_step_ids`. Recommended: `delete_automation_rule`. - `exact_duplicate` (hi...
Parameters* required
template_idstringUnique template identifier
get_step_visibility_conditionsAnalyze when and how a step becomes visible based on all automations. REQUIRED: 'template_id' (32-char hex) and 'step_id' (32-char hex). Never call this without both parameters.2 params
Analyze when and how a step becomes visible based on all automations. REQUIRED: 'template_id' (32-char hex) and 'step_id' (32-char hex). Never call this without both parameters.
Parameters* required
step_idstringUnique step identifier
template_idstringUnique template identifier
get_organization_guestsGet all organization guests with full profile data. All parameters are optional. Use 'with_stats' (true/false) to include guest activity statistics. PAGINATION: Returns 20 results per page. Use page=2, page=3, etc. for more. meta.total_pages shows total page count.2 params
Get all organization guests with full profile data. All parameters are optional. Use 'with_stats' (true/false) to include guest activity statistics. PAGINATION: Returns 20 results per page. Use page=2, page=3, etc. for more. meta.total_pages shows total page count.
Parameters* required
pagevaluePage number for pagination (starting from 1)default: 1
with_statsvalueOptional boolean parameterdefault: false
get_organization_guests_listGet all organization guests with minimal profile data for listing. Returns data with pagination metadata.
Get all organization guests with minimal profile data for listing. Returns data with pagination metadata.
No parameter schema in public metadata yet.
get_groupsGet all groups in the organization. Use group IDs to filter processes via get_organization_runs(groups=<group_id>) or assign tasks. All parameters are optional.1 params
Get all groups in the organization. Use group IDs to filter processes via get_organization_runs(groups=<group_id>) or assign tasks. All parameters are optional.
Parameters* required
qvalueOptional string parameter
get_groupGet a single group by its ID. REQUIRED: 'group_id'. Never call this without group_id.1 params
Get a single group by its ID. REQUIRED: 'group_id'. Never call this without group_id.
Parameters* required
group_idstringUnique group identifier
Tallyfy MCP Server
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.
Example client config
{
"mcpServers": {
"tallyfy": {
"type": "streamable-http",
"url": "https://mcp.tallyfy.com/"
}
}
}
What it can do
108 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
- Official MCP Registry (
com.tallyfy/mcp-server) - Smithery
- Glama
- PulseMCP
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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