# Tallyfy Workflow Automation

> Lets your agent find and complete tasks, launch processes and edit templates in your Tallyfy account, within your own permissions.

Tallyfy's own hosted MCP server for its workflow and process automation platform. Your agent signs in as you and works in your Tallyfy organization: it finds and completes tasks, launches and tracks processes, reads and edits templates and their form fields, and manages people, guests and groups. Every action follows the Tallyfy permissions you already have.

What you can do with it
- Ask about overdue tasks, running processes and templates in plain English
- Create, complete, reassign and comment on tasks
- Launch a process from a template and advance its steps
- Read, create and edit templates, steps, kick-off fields and form fields
- Turn a flowchart or a written procedure into a template, step by step
- Run a health check on a template, or test every path through it before anyone runs it
- Create and review automation rules, and see why a step is shown or hidden
- Invite users, change roles, and manage guests, groups, tags and folders
- Search across your whole organization, or Tallyfy's product docs

How it connects
Tallyfy hosts it at https://mcp.tallyfy.com/ over streamable HTTP. You sign in with your Tallyfy account through OAuth and choose which scopes it gets, so your agent never handles a password. Tallyfy's guides cover Claude, ChatGPT, Gemini and more. In ChatGPT, adding a custom MCP server needs a Business, Enterprise or Edu plan, and it's read-only on Pro.

Good to know
- It asks you to confirm before it deletes, archives or changes many items at once. For bulk or scripted jobs, Tallyfy points you to its CLI instead.
- Tallyfy's tool list marks which tools only read and which can change things.
- It can list, pause, resume and delete scheduled launches, but can't create new ones yet.
- Visual features such as the process tracker and the drag-and-drop template builder stay in the Tallyfy app.
- The server is open source (Apache 2.0), and you can run your own copy with Docker.

- Type: Plugin
- Made by: Tallyfy
- Category: Automation
- Formats: Remote MCP
- Version: 1.3.0
- Website: https://tallyfy.com/products/pro/integrations/mcp-server/
- Source: https://github.com/tallyfy/mcp-public
- Page: https://pluginboard.ai/plugins/tallyfy-workflow-automation

## Works with

- ChatGPT
- Claude
- Muse
- Grok Bot
- Gemini
- Grok
- GitHub Copilot
- Cursor
- Claude Code
- Codex
- Antigravity
- Gemini CLI
- Replit
- OpenClaw
- OpenCode
- Hermes Agent

## Install

### ChatGPT

In ChatGPT on the web: Plugins → + → Add custom MCP server, then paste https://mcp.tallyfy.com/ under Connection. Business and Enterprise plans; Pro can add read-only servers.

### Claude

In Claude (web or desktop): Customize → Connectors → Add custom connector, then paste https://mcp.tallyfy.com/

### Muse

In Muse: In a Muse chat, ask it to create a custom connector for the MCP server at https://mcp.tallyfy.com/. Then tap Connect on the card it shows and sign in, or add your key.

### Grok Bot

In Grok Bot: In a chat with your Bot, say "Add this MCP server: https://mcp.tallyfy.com/". It confirms the details with you and sets it up, and the tools are ready from your next message.

### Gemini

In Gemini: At gemini.google.com: Settings → Connected Apps → Add a custom app, then paste https://mcp.tallyfy.com/

### Grok

In Grok on the web: At grok.com/connectors: New Connector → Custom, then enter https://mcp.tallyfy.com/ and sign in if it asks.

### GitHub Copilot

Add to VS Code: vscode:mcp/install?%7B%22name%22%3A%22tallyfy-workflow-automation%22%2C%22type%22%3A%22http%22%2C%22url%22%3A%22https%3A%2F%2Fmcp.tallyfy.com%2F%22%7D

Copilot CLI:

```shell
copilot mcp add --transport http tallyfy-workflow-automation https://mcp.tallyfy.com/
```

### Cursor

Add to Cursor: cursor://anysphere.cursor-deeplink/mcp/install?name=tallyfy-workflow-automation&config=eyJ1cmwiOiJodHRwczovL21jcC50YWxseWZ5LmNvbS8ifQ%3D%3D

Add to .cursor/mcp.json:

```json
{
  "mcpServers": {
    "tallyfy-workflow-automation": {
      "url": "https://mcp.tallyfy.com/"
    }
  }
}
```

### Claude Code

Run in your terminal:

```shell
claude mcp add --transport http tallyfy-workflow-automation https://mcp.tallyfy.com/
```

### Codex

Run in your terminal:

```shell
codex mcp add tallyfy-workflow-automation --url https://mcp.tallyfy.com/
```

### Antigravity

Add to ~/.gemini/config/mcp_config.json:

```json
{
  "mcpServers": {
    "tallyfy-workflow-automation": {
      "url": "https://mcp.tallyfy.com/"
    }
  }
}
```

### Gemini CLI

Run in your terminal:

```shell
gemini mcp add --transport http tallyfy-workflow-automation https://mcp.tallyfy.com/
```

### Replit

In Replit: At replit.com/integrations, open MCP Servers → + Add MCP server, paste https://mcp.tallyfy.com/ (add any headers under Advanced settings), then click Test & save.

### OpenClaw

Run in your terminal:

```shell
openclaw mcp add tallyfy-workflow-automation --url https://mcp.tallyfy.com/ --transport streamable-http
```

If it needs a key or sign-in: For https://mcp.tallyfy.com/, add --header NAME=value for each header it needs, or --auth oauth and then run openclaw mcp login tallyfy-workflow-automation.

### OpenCode

Run in your terminal:

```shell
opencode mcp add tallyfy-workflow-automation --url https://mcp.tallyfy.com/
```

If it needs a key: For https://mcp.tallyfy.com/, add --header 'NAME=value' for each header it needs. Add --global to use it in every project.

### Hermes Agent

Run in your terminal:

```shell
hermes mcp add tallyfy-workflow-automation --url https://mcp.tallyfy.com/
```

Add to ~/.hermes/config.yaml:

```json
{
  "mcp_servers": {
    "tallyfy-workflow-automation": {
      "url": "https://mcp.tallyfy.com/"
    }
  }
}
```

If it signs in with OAuth: If https://mcp.tallyfy.com/ asks you to sign in, add --auth oauth to the command, or auth: oauth to its entry.

---
From Pluginboard (https://pluginboard.ai).