Koskamo

Tallyfy MCP MCP server

An official MCP server by Tallyfy that enables AI assistants to automate workflows, launch processes, manage approvals, and update templates via natural language conversation. It supports secure OAuth 2.1 authentication and provides tools for task management, status tracking, and process automation within the Tallyfy platform.

Endpoint and access

OAuth sign-in: the first time you connect, your client opens the vendor's own authorization prompt in a browser.

OAuth sign-inEndpoint checked 2026-10-05Operated by Tallyfy
MCP endpoint (Streamable HTTP)
https://mcp.tallyfy.com/
Vendor documentation

What you can do with it

  • Launch client-onboarding processes
  • Convert SOP documents into runnable templates
  • Track team task completion and attendance
  • Build and test customer refund handling processes

Connect from your client

Each snippet registers the same endpoint; pick the client you use.

This server is operated by the named third party. Listing and endpoint checks are not an endorsement or a security audit. Review the operator's permissions, terms, and data handling before connecting. How listings are checked and corrected.

Claude Code

Run this once in a terminal. It registers a Streamable HTTP server. Use --scope project to write .mcp.json for the repo.
Claude Code configuration
claude mcp add --transport http tallyfy-mcp https://mcp.tallyfy.com/

Codex

Run this once. Codex stores MCP servers in ~/.codex/config.toml (or .codex/config.toml in a trusted project).
Codex configuration
codex mcp add tallyfy-mcp --url https://mcp.tallyfy.com/

Cursor

Merge this server into .cursor/mcp.json in your project, then enable tallyfy-mcp in your MCP settings.
Cursor configuration
{
  "mcpServers": {
    "tallyfy-mcp": {
      "url": "https://mcp.tallyfy.com/"
    }
  }
}

Cline

Merge this into cline_mcp_settings.json (Cline → MCP Servers → Configure). The type must be streamableHttp for a remote HTTP server.
Cline configuration
{
  "mcpServers": {
    "tallyfy-mcp": {
      "type": "streamableHttp",
      "url": "https://mcp.tallyfy.com/",
      "disabled": false
    }
  }
}

VS Code

Merge this server into .vscode/mcp.json. Use MCP: List Servers to start tallyfy-mcp and inspect its tools.
VS Code configuration
{
  "servers": {
    "tallyfy-mcp": {
      "type": "http",
      "url": "https://mcp.tallyfy.com/"
    }
  }
}

Gemini CLI

Run this once. It writes .gemini/settings.json in the current project; pass --scope user for ~/.gemini/settings.json.
Gemini CLI configuration
gemini mcp add --transport http tallyfy-mcp https://mcp.tallyfy.com/

Claude Desktop

Merge this into claude_desktop_config.json (macOS: ~/Library/Application Support/Claude/, Windows: %APPDATA%\Claude\), then restart Claude Desktop.
Claude Desktop configuration
{
  "mcpServers": {
    "tallyfy-mcp": {
      "url": "https://mcp.tallyfy.com/"
    }
  }
}

Windsurf

Merge this into ~/.codeium/windsurf/mcp_config.json, then refresh MCP in Cascade. Windsurf remote servers use serverUrl, not url.
Windsurf configuration
{
  "mcpServers": {
    "tallyfy-mcp": {
      "serverUrl": "https://mcp.tallyfy.com/"
    }
  }
}

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