Tally for AI agents

Agents read Tally at once. Changes and sends are held for a person's approval by default.

About Tally

Tally is a form-building platform that allows users to create forms, collect responses, and integrate with various tools and services.

What an agent can do in Tally

Every Tally action is classed by the platform as a read, a change or a send. Reads run at once. Changes and sends are held for a person by default.

Runs at once (reads)

Looks things up in Tally without asking first. 11 actions.

  • Get Form DetailsTool to retrieve details of a specific form. Use when you need comprehensive form metadata by ID. Use after confirming the form ID to fetch its full configuration, blocks, and stats.
  • Get Form ResponsesTool to retrieve the responses of a specific form. Use after confirming the form ID and when paginated data is needed.
  • Get User InfoTool to retrieve information about the authenticated user. Use when you need to confirm account-level details before proceeding. Returns account/workspace context only — not form-level access; follow
  • Get Webhook EventsTool to list events associated with a specific webhook. Use when you need to inspect delivery history after creating or listing a webhook.
  • Get WorkspaceTool to retrieve a single workspace by its ID with associated members. Use when you need to get detailed information about a specific workspace.
  • List Form QuestionsTool to retrieve all questions from a specific form. Use when you need to list all questions and their structure after obtaining the form ID.
  • List FormsTool to retrieve a paginated list of forms. Use when you need to list all forms accessible to the authenticated user.
  • List Organization UsersTool to retrieve all users in an organization. Use when you need to list organization members or check user permissions.
  • List WebhooksTool to retrieve a paginated list of configured webhooks. Use when you need a full listing of webhooks across your accessible forms and workspaces.
  • List WorkspacesTool to retrieve a paginated list of workspaces. Use when you need to browse workspaces accessible to the authenticated user.
  • List Organization InvitesTool to retrieve all pending invites in your organization. Use when you need to view or manage organization invitation status.

Held for approval by default (changes and sends)

Held for a person's approval by default. The approval is recorded and the action is sent once, never twice, with 10 seconds to undo. 7 actions.

  • Create FormTool to create a new form. Use after preparing block definitions and optional settings.
  • Create WebhookTool to create a new webhook for a form. Use after confirming you have the form ID and the callback URL.
  • Delete FormTool to delete a specific form identified by its ID. Use after confirming the form should be permanently removed.
  • Delete WebhookTool to delete a specific webhook. Use after confirming the webhook ID.
  • Update FormTool to update form details. Use after confirming the form exists and obtaining its ID.
  • Update WebhookTool to update an existing webhook configuration. Use when you need to modify webhook settings such as URL, event types, or enable/disable status.
  • Update WorkspaceTool to update the details of a specific workspace identified by its ID. Use when you need to rename a workspace after confirming the workspace ID.

Changes wait in Needs you

Changes and sends in Tally are held for a person's approval by default. The approval is recorded, and the action is sent once, never twice, with 10 seconds to undo.

How approvals work

Tally questions

Can an agent change data in Tally on its own?

Not by default. Changes and sends in Tally are held for a person's approval. The approval is recorded, and the action is sent once, never twice, with 10 seconds to undo.

What can an agent read in Tally?

This connector lists 11 read actions. Reads run at once, without waiting for approval.

How does Tally connect?

It connects with API key or OAuth 2.0. Connectors are built and maintained by third-party developers; availability is confirmed during scoping.

Bring Tally to your agents.