Integration · Productivity

Connect Claude & ChatGPT to Tallyfy

Ask your AI what is on your plate in Tallyfy, which tasks are overdue, or where a process stands. It can launch a process from a template with the kick-off answers, complete or reopen tasks, approve steps, assign people and set deadlines, and create one-off tasks. It also searches templates, processes and tasks and reads form field answers.

Connect Tallyfy free

Free plan, no credit card. Takes about a minute.

Try asking

“Which of my tasks are overdue?”
The AI lists tasks assigned to you with status overdue, with process and deadline.
“Launch our client onboarding process for Nordic Foods.”
It finds the template, reads its kick-off fields, asks for anything missing and launches the process. Assignees are notified of their first tasks.
“Where does the onboarding for Nordic Foods stand?”
It finds the process and reads its tasks, which are done and which is next.

What your AI can do

Processes and templates

List and search templates, read kick-off fields, launch processes, and update or archive them.

Tasks

List your tasks or anyone's by status and deadline, complete, reopen and update tasks, and create one-off tasks.

People and comments

Look up members and guests to assign work, and add comments to tasks.

“Approve the budget step in process 4821 and move it on.”
It completes the approval task. The process moves on and the next assignees are notified.
“Give Sara a one-off task to review the contract by Friday.”
It finds Sara among your members and creates a one-off task with a deadline. She is notified.
“Add a comment on that task that the signed copy is missing.”
It adds the comment to the task, marked as a problem report if you want. Assignees can see it.

27 tools for Tallyfy

These tools are switched on when you connect. You can switch any of them off, or require your approval before it runs.

add_task_commentChanges dataAdd a comment to a task by `task_id` with `content`; `label` can mark it as a problem report, resolution, improvement or advice. Assignees see and may be notified of it.
archive_processDeletesArchive a process by `run_id`. It is hidden from active lists but can be restored in Tallyfy.
complete_one_off_taskChanges dataMark a stand-alone (one-off) task as complete by `task_id`.
complete_process_taskChanges dataMark a task in a process as complete with `run_id` and `task_id`; for approval steps set `is_approved`. The process moves on and the next assignees are notified.
create_one_off_taskChanges dataCreate a stand-alone (one-off) task with `title`, `description`, `deadline` and assignees in `owners` (users, groups, guests). Assignees are notified.
get_current_userGet your own member profile in the connected Tallyfy organization. Use to confirm who you are acting as.
get_memberGet one member by `user_id`.
get_one_off_taskGet one stand-alone (one-off) task by `task_id`; `with` = threads includes comments.
get_processGet one process by `run_id`; `with` can add tasks, checklist, next_task and more; `form_fields_values` includes kick-off answers.
get_process_form_fieldsGet all form fields and their answers in a process by `run_id`.
get_process_taskGet one task of a process by `run_id` and `task_id`, with its form fields and assignees.
get_templateGet one template by `checklist_id`; add `with` = steps to include its steps.
get_template_kickoff_fieldsGet the kick-off form fields of a template by `checklist_id`, which must be filled when launching a process from it.
launch_processChanges dataLaunch a new process from a template: pass `checklist_id`, a `name`, and optionally `prerun` (kick-off form answers), `summary`, `owner_id` and `tags`. Assignees are notified of their first tasks.
list_guestsList guests (outside people who can be assigned tasks), optionally searching by `q`.
list_member_tasksList tasks assigned to a member by `user_id`, filtered by `status`, `q` text or deadline. Set `without_pagination` to false for paged results.
list_membersList the organization's members, optionally searching by `q` (name or email). Use to find a `user_id` for assigning tasks.
list_my_tasksList tasks assigned to you, filtered by `status` (e.g. active, overdue, due_soon), `q` text, deadline or process. Set `without_pagination` to false for paged results.
list_process_tasksList the tasks of a process by `run_id`, filtered by `status`, `owners` or deadline. Set `without_pagination` to true to get all tasks at once.
list_processesList processes (runs) in the organization, filtered by `status`, `checklist_id` (template), `owners`, `folder` or `tag`.
list_tasksList tasks across the organization, filtered by `status`, `q` text, `owners`, one-off flag or deadline. Set `without_pagination` to false for paged results.
list_templatesList the templates (blueprints) in the organization. Use to find a template's ID before launching a process.
reopen_process_taskDeletesReopen a completed task in a process by `run_id` and `task_id`.
searchSearch the organization by `search` text; set `on` to blueprint, process, task, snippet or step to choose what to look for.
update_one_off_taskChanges dataUpdate a stand-alone (one-off) task by `task_id`: name, description, `deadline` or assignees (`owners`).
update_processChanges dataUpdate a process by `run_id` (with its `checklist_id`): name, summary, owner, tags, or kick-off answers in `prerun`.
update_process_taskChanges dataUpdate a task in a process by `run_id` and `task_id`: title, assignees (`owners`), `deadline`, or form field answers in `taskdata`.

Set up in three steps

1
Pick the app
Create a free PipMCP account and choose Tallyfy from the app list.
2
Paste your key
Paste two values: your Tallyfy access token and your Organization ID. In Tallyfy go to Settings > Integrations > REST API, where both are shown. The token acts with your own permissions and stops working if you log out of Tallyfy, so copy a fresh one if calls start failing.
3
Add the link to your AI
You get a personal MCP link. Add it to Claude, ChatGPT or Cursor:
1. Click your name, then Settings › Connectors › Add custom connector.
2. Paste your link as the Remote MCP server URL.
3. Switch it on from the + menu in a chat.

Questions

What can the AI do in Tallyfy?

The AI can read and search templates, processes, tasks, form fields, members and guests. It can launch processes, update or archive them, complete, reopen and update tasks, create and complete one-off tasks, and add comments, if you switch those tools on.

Does the AI see my Tallyfy credentials?

No. Your Tallyfy access token and Organization ID are encrypted at rest and never shown to the AI. After you save them, they are not shown again, not even to you. The AI only sees the results of the tools it calls.

Can I control what the AI is allowed to do?

Yes. You choose which tools are switched on, so you can start read-only. Launching a process, completing a task or creating a one-off task notifies the people assigned, and archiving a process or reopening a task changes where work stands. These actions can require your approval before they run. Every tool call is logged.

Does it work with ChatGPT?

Yes. In ChatGPT go to Settings › Apps & Connectors › Advanced and turn on Developer mode, then add your PipMCP link. Developer mode needs a paid ChatGPT plan: Plus, Pro, Business or Enterprise. The same link also works in Claude (Settings › Connectors › Add custom connector), Cursor and other MCP clients.

What does it cost?

PipMCP has a free plan with no credit card required. Paid plans bill per completed task. You also need your own Tallyfy account.

Why did my Tallyfy connection stop working?

Tallyfy's personal access token acts with your own permissions and stops working when you log out of Tallyfy. Copy a fresh token from Settings > Integrations > REST API and paste it into PipMCP again.