Tallyfy Workflow Automation — Claude Code MCP server: install
Connect an AI assistant to Tallyfy to manage tasks, processes, and templates. Useful when you want to handle workflow operations through a chat-based client.
claude mcp add --transport http mcp-server https://mcp.tallyfy.com/What Tallyfy Workflow Automation does
The server lets an assistant create and search tasks, start processes from templates, move them through steps, and edit templates. It can also fill form fields, manage users and groups, search an organization, and work with attached files. The signed-in Tallyfy user’s permissions determine what the assistant can access.
For a hosted connection, use https://mcp.tallyfy.com/, which uses streamable HTTP and OAuth. The server is built for interactive requests; Tallyfy points to its CLI for CSV-driven launches and other high-volume automation. You can also run the server with Docker. Running it without Docker requires Python 3.13 and the dependencies in server/requirements.txt.
What it helps with
- create or reassign a Tallyfy task
- start a template-based process and move it to the next step
- find open tasks and organization details
- fill in process form fields or attach a file to a task
Example prompts for the agent
- Create a Tallyfy task for the team and assign it to a user.
- Start a process from the relevant template and tell me its current step.
- Find open tasks in the organization and fill in the process kickoff field.
How to install Tallyfy Workflow Automation
Platform CLI: remote server
claude mcp add --transport http mcp-server https://mcp.tallyfy.com/Platform CLI: remote server
codex mcp add tallyfy-workflow-automation --url https://mcp.tallyfy.com/Config file
{
"mcpServers": {
"tallyfy-workflow-automation": {
"url": "https://mcp.tallyfy.com/"
}
}
}Config file
{
"servers": {
"tallyfy-workflow-automation": {
"type": "http",
"url": "https://mcp.tallyfy.com/"
}
}
}Platform CLI: remote server
gemini mcp add -t http tallyfy-workflow-automation https://mcp.tallyfy.com/Step by step, with commands for each platform: How to add an MCP server to Claude Code, Codex, Cursor, VS Code, Gemini CLI and more
Questions about Tallyfy Workflow Automation
How do I install Tallyfy Workflow Automation in Claude Code?
Run claude mcp add --transport http mcp-server https://mcp.tallyfy.com/. The server connects over HTTP.
What does Tallyfy Workflow Automation do?
It connects an AI assistant to Tallyfy so the assistant can manage tasks and processes, work with templates and forms, and search organization data.
Which platforms support Tallyfy Workflow Automation?
Supported platforms include Claude Code, Codex, Cursor, GitHub Copilot, Windsurf (Devin Desktop), Cline, Zed, and Gemini CLI.
