# Tally MCP: Use Tally in Slack and Email Source: https://maito.app/integrations/tally Connect the Tally MCP server to Maito with one sign-in, and your whole team can use it from Slack or email: “Make a beta waitlist form that asks for name, email and company size.” Tally is a simple form builder for signups, surveys and feedback. Connect the Tally MCP server to Maito once, and everyone on your team can use Tally from Slack, by email, or from Claude, ChatGPT, Cursor, Codex, Grok or Muse. Nobody else has to sign in. - Connects in one click - Sign in with Tally - One connection for the whole team - Server by [Tally Forms](https://tally.so/) Updated October 21, 2026 ## What you can ask with Tally Requests to Maito ![Dana](https://maito.app/marketing-avatars/dana.webp) Dana in Slack Make a beta waitlist form that asks for name, email and company size. ![Sam](https://maito.app/marketing-avatars/sam.webp) Sam by email How many people filled out the event signup form this week? Maito uses Tally to do the work and replies where you asked. ## How to connect Tally Open Connections in your workspace and choose Connect next to Tally. You sign in to Tally in a new tab, and that's the whole setup. Name the account and choose Workspace under who can use it. That's the only time anyone signs in: your whole team, shared chats and Loops can use Tally from then on. Or skip ahead and ask for the work: Maito sends you a link if Tally isn't connected yet. ## Questions ### What is the Tally MCP server URL? Tally Forms publishes it at https://api.tally.so/mcp, and it signs in with OAuth, so there's no key to copy. ### Can I use the Tally MCP server from Slack? Yes. Connect it to Maito once, then mention Maito in any Slack channel or send it a direct message. The same connection works by email and from Claude, ChatGPT, Cursor, Codex, Grok or Muse. ### Does everyone on my team have to connect Tally? No. One person connects it once and chooses Workspace. Then everyone in the workspace, shared chats and Loops can use Tally, without signing in themselves. Choose Only me instead to keep it to your own chats. ### Do I have to connect Tally before I ask? No. If a request needs Tally and it isn't connected yet, your agent sends you a link. Connect it, and the work picks up where it stopped. ### Can I limit what Maito does in Tally? Yes. After you connect, turn off any Tally tools you don't want Maito to use, such as the ones that change data. Tools Tally adds later stay off until you turn them on. ## Workflows that use Tally - [Score and route inbound leads New sign-ups and form fills get researched and sent to the right rep, or to nurture. Sales · When something happens Works with HubSpot, Salesforce.](https://maito.app/workflows/score-and-route-inbound-leads) - [Check the job address is in our area Every enquiry gets a clear in-area or out-of-area answer from your zone table, not a guess. Sales · When something happens Works with HubSpot, Salesforce, Airtable, Microsoft 365.](https://maito.app/workflows/check-the-job-address-is-in-our-area) - [Ask customers only for missing job details Maito checks each request against your checklist and asks only for what's missing. Sales · When something happens Works with Gmail, Microsoft 365, HubSpot, Salesforce.](https://maito.app/workflows/ask-customers-only-for-missing-job-details) - [Decide if a job needs a site visit A short brief on each visit request shows whether a remote estimate is enough. Sales · When you ask Works with Google Calendar, Microsoft 365, Gmail.](https://maito.app/workflows/decide-if-a-job-needs-a-site-visit) - [Ask why a quote was lost Each lost quote gets one polite question, and the reasons are sorted into price, timing and capacity. Sales · On a schedule Works with HubSpot, Salesforce, Gmail, Microsoft 365.](https://maito.app/workflows/ask-why-a-quote-was-lost) - [Chase missing paperwork before appointments Clients get a reminder about missing documents days before their appointment, and you get the list. Operations · On a schedule Works with Gmail, Microsoft 365, Box.](https://maito.app/workflows/chase-missing-paperwork-before-appointments) [See all workflows](https://maito.app/workflows) ## Also in Email marketing and surveys - [Loops Loops sends product email: contacts, mailing lists, events, campaigns and transactional email.](https://maito.app/integrations/loops) - [SurveyMonkey SurveyMonkey designs surveys, collects responses and analyzes the results.](https://maito.app/integrations/surveymonkey) - [beehiiv beehiiv runs newsletters: posts, audience segments, automations and performance.](https://maito.app/integrations/beehiiv) - [Klaviyo Klaviyo runs email and SMS marketing, with live data on campaigns, flows and audiences.](https://maito.app/integrations/klaviyo) - [Jotform Jotform builds forms, surveys and quizzes and collects their submissions.](https://maito.app/integrations/jotform) - [Brevo Brevo sends email marketing campaigns and keeps your contact lists.](https://maito.app/integrations/brevo) [See all integrations](https://maito.app/integrations) ## Put your AI employee to work. Set it up in minutes. Connect Tally, then hand Maito the first job. [Put Maito to work](https://maito.app/login?returnTo=%2Fintegrations%2Ftally)[Book a demo](https://cal.com/ddubovetzky/chat-with-the-founder)