# Tallyfy Workflow Automation

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.

- MCP server · `type=mcp` · Claude Code, Codex, Cursor, GitHub Copilot, Windsurf (Devin Desktop), Cline, Zed, Gemini CLI · ★ 1
- Author: tallyfy
- License: Apache-2.0 · policy=link-only · description only; the file stays with the author
- Source: https://github.com/tallyfy/mcp-public
- Updated: 2026-10-22
- HTML: https://affpapa.org/en/nevibecode/mcp/tallyfy-workflow-automation

## What it 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`.

## Requirements
- Remote server: `https://mcp.tallyfy.com/`

## Install

### Claude Code (native platform)

**Platform CLI: remote server**
```bash
claude mcp add --transport http mcp-server https://mcp.tallyfy.com/
```

### Codex

**Platform CLI: remote server**
```bash
codex mcp add tallyfy-workflow-automation --url https://mcp.tallyfy.com/
```

### Cursor

**Config file**
File `.cursor/mcp.json`:
```json
{
    "mcpServers": {
        "tallyfy-workflow-automation": {
            "url": "https://mcp.tallyfy.com/"
        }
    }
}
```

### GitHub Copilot

**Config file**
File `.vscode/mcp.json`:
```json
{
    "servers": {
        "tallyfy-workflow-automation": {
            "type": "http",
            "url": "https://mcp.tallyfy.com/"
        }
    }
}
```

### Gemini CLI

**Platform CLI: remote server**
```bash
gemini mcp add -t http tallyfy-workflow-automation https://mcp.tallyfy.com/
```

## When to use it
- 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
- 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.

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