App

Tallyfy integrations

Connect Tallyfy to any other app, or use it from your AI client over MCP. Tallyfy is a workflow platform that eliminates chaos from your repeatable processes - freeing up your time.

Connects with an API keytallyfy.com

What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.

Build solutions, not workarounds.

What do you want to automate with Tallyfy?

Ask the assistant

You'll sign in before anything runs. What you typed comes with you.

Connect your AI client

Give your AI client this address.

https://mcp.apiant.ai

One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser.

Set it up in your client
Claude Code

Run this in the directory you want to work in.

claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai

Start Claude Code there, approve the server, and sign in in the browser page it opens.

Claude Code guide (opens in a new tab)
Claude, web and desktop

Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first.

Setup guide (opens in a new tab)
Cursor

Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser.

Setup guide (opens in a new tab)
Zed

Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.

Setup guide (opens in a new tab)
Codex and the ChatGPT desktop app

Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in.

Setup guide (opens in a new tab)
Any other MCP client

Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection.

Setup guide (opens in a new tab)

Pair it

Connect Tallyfy with another app

What your agent can do with Tallyfy

Triggers and actions 14 actions

  • Action
    Add Comment

    Adds a comment to a Tallyfy task. Comments support HTML formatting.

  • Action
    Change Task Assignees

    Replaces who is assigned to a task inside a Tallyfy process: members, guests and groups.

  • Action
    Change Task Deadline

    Changes the deadline of a task inside a Tallyfy process.

  • Action
    Complete Task

    Marks a task inside a Tallyfy process as completed.

  • Action
    Create Blueprint
  • Action
    Create Group

    Create a new group for task assignment

  • Action
    Create Guest

    Create a new guest user (external participant)

  • Action
    Create Task

    Creates a standalone task.

  • Action
    Find Process Task

    Finds tasks in processes launched from a template, matching the given template step and search text.

  • Action
    Get Member

    Fetches a member of your organization by ID, including their name, email, role and status. An error occurs if the member is not found.

  • Action
    Get Task

    Fetches a task by ID, including its status, assignees, deadline, form data and comments. An error occurs if the task is not found.

  • Action
    Invite Member

    Invites a new member to your Tallyfy organization by email.

  • Action
    Launch Process

    Launches (starts) a new process in Tallyfy from a template.

  • Action
    Update Task Properties

    Updates the properties of a task inside a Tallyfy process: title, summary, status, deadline, start date, assignees, form-field values and visibility options. Only the fields you fill in are changed.

Reviews

What our customers say

Questions

Tallyfy, answered

Is there a Tallyfy MCP server?

APIANT's MCP server at https://mcp.apiant.ai works with Tallyfy. Add that address to any AI client that takes a remote MCP server and sign in once in your browser. Your client can then run Tallyfy actions on demand, or have APIANT build, test and run automations that use Tallyfy. Nothing to install.

What can your agent do in Tallyfy?

Any of Tallyfy's 14 actions, including Create Blueprint, Create Group, Create Guest and Create Task. Your agent maps the data both ways and tests every scenario before it ships.

Can I use Tallyfy directly from Claude, ChatGPT or Cursor?

Yes. Connect your AI client to APIANT once and it works with Tallyfy two ways. Ask it to do something in Tallyfy once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running on its own. A one-off action uses your plan's tasks the same way an automation step does.

Do I need to write code against the Tallyfy API?

No. APIANT connects to the Tallyfy API for you, with your Tallyfy API key. Describe what you want in plain language and your agent builds it on the Tallyfy triggers and actions in the catalog. If you need an endpoint that is not there yet, your agent reads the Tallyfy API documentation and adds it.

Which apps can Tallyfy connect to?

Any app in the catalog; the list on this page pairs Tallyfy with each of them. If the other app is missing, point your agent at its API documentation and it builds the connector.

What happens when something fails?

Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships.

Is there a free plan?

Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.