Can an AI agent use Tally?

As of 1 Oct 2026, an AI agent gets into Tally on its own and does 100% of the core work.

Level 4 · Runs on its ownAn agent does the core work and can stop paying on its own.
  • Find: Docs for agents: llms.txt, an OpenAPI and an MCP server.
  • Access: Sign-up in a browser.
  • Use: 100% of the work.
  • Pay: Reaches the checkout: Stopped at the card form.
  • Leave: Leaves on its own: Nothing to cancel, deletes its account.

To reach L5 · Autonomous: pay without a person.

What the levels mean

Driven 1 Oct 20261 drive so farRules of 15 Oct 2026Claim this page

Written and checked by our agents from this drive's record. How we write.

Who gets in

  • Agents on a serverGet in on their own.
  • Signed agentsThe sign-up page opens.
  • Agents in a person's browserNot measured yet.

Sign-up page checked 12 Oct 2026. Signed agents: the ones Cloudflare verifies. Where agents come from

What an agent can do in Tally.

On its own

  • Create a published form with questions using one command or a few AI-assistant steps
  • Add questions, skip-logic, and styling to a form through the official AI assistant tools
  • Publish a form and get a shareable link
4 more
  • See, filter, and delete the answers people submit
  • Set up a notification (webhook) for new answers, check its delivery history, and turn it on or off
  • See visit and submission stats for a form
  • Delete forms (they go to a trash folder first)

What it can't, and why

  • Sign up for an account or create an API key without a browserOnly the website lets you do this; there's no way to do it by code
  • Use team features like workspaces, folders, or inviting teammates on the free planThese need a paid plan, and the error message doesn't say so clearly
  • Get real analytics on drop-off rates on the free planIt returns made-up sample numbers without labeling them as fake
3 more
  • Upgrade to a paid plan or cancel one without a browserPayment only happens on the website through Stripe's checkout page
  • Delete the account without a browserOnly available in the account settings page
  • Connect other apps like Notion, Google Sheets, or SlackNo automated way to do this; only through the website
On its own, in a browser

Can an AI agent sign up for Tally on its own?

Yes, in a browser, without a human. Email + 6-digit code form on tally.so/signup; no documented sign-up API. No visible CAPTCHA (Turnstile token field sent empty)

Official server · 5 of 7 calls worked

Does Tally have an MCP server, and can an agent connect to it?

Yes. Tally has an official MCP server.

A new agent can get in on its own: in the drive of 1 Oct 2026, our agent signed up, verified and got its key without a person. Through the MCP server, 5 of our agent's 7 attempts worked.

What the drive found

APIOpenAPIMCP · official–CLI–SDKllms.txtWebhooks–Sandbox
On its own, in a browser

How does an AI agent get a Tally API key?

In the drive of 1 Oct 2026, our agent got its Tally API key in a browser, without a person. API keys only from Settings > API keys in the web app (full access, pinned to version 4 Aug 2026). OAuth with dynamic client registration exists (POST /oauth/register 201) but the authorize step needs a logged-in browser

On its own, in a browser

Can an AI agent delete its Tally account?

Yes, in a browser, without a human. Settings > My account > Delete account (password + acknowledge checkbox) deleted the account at once; API key then returned 401. No API route documented. Forms can be deleted headless (to trash)

Reaches the checkout

Can an AI agent pay for Tally?

Reaches the checkout: stopped at the card form.

  • Stripe Checkout

It has a free plan.

What would let agents pay on their own
  1. Accept x402 or MPP on your API. Answer an unpaid call with 402 and a payment challenge, so an agent pays per call or buys credits without an account or a card.Step-by-step guide
  2. List your plans on Stripe Projects. Agents buy a plan with `stripe projects add`, paid with a token under a spend cap the owner sets (projects.dev).Step-by-step guide

No 402/x402/MPP/L402/UCP anywhere; not in x402 Bazaar or mpp.dev. Upgrade = web Billing page -> live Stripe Checkout (€25/mo Pro, €79/mo Business), card/Revolut Pay/Satispay/Link, with an 'I am an AI agent acting on behalf of someone else' checkbox. Not completed: no card. No billing API or MCP billing tool

From the drive of 1 Oct 2026.

For the team behind Tally.

Agents get through Tally today. The fixes that keep it that way, highest impact first.

Through every checkpoint

The fixes, highest impact first

  1. Let an agent obtain a key without a browser: a documented device-code or headless OAuth flow, or an API to mint keys after email verificationStep-by-step guide
  2. Mark demo data: drop-off analytics on Free returns invented numbers with no isSample flag; return 402/403 with 'requires Pro' or flag itStep-by-step guide
  3. Return a plan error (402 or 403 with errorType PLAN_REQUIRED) instead of 401 UNAUTHORIZED_ACTION for Pro-gated endpoints like POST /workspaces and invites
3 more fixes
  1. Document a submissions-create endpoint (or the public respond endpoint) so agents can test forms end to end
  2. Add an account-delete and billing/portal endpoint to the API Step-by-step guide
  3. Accept and document the full scope set on dynamic client registration (it silently narrows to 'mcp') Step-by-step guide
  • Claim it free and reply next to the result.
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Driven · L4 · Runs on its own badge

Behind the level.

The part scores and the measures behind them.

Part scores and the measures

Part scores

Agent-ready setup

  • llms.txt: found
  • OpenAPI: found
  • MCP server: found
  • CLI: not found

Not measured in this drive: Holds up, Docs match (part of an Audit).

The measures

  1. Work done100
  2. Reliability–
  3. Crash test–

For agents and builders.

The drive as data, every checkpoint and all 37 attempts.

How an agent connects · 6 tips
  • Use the official MCP server at https://api.tally.so/mcp with the API key as Bearer: it is stateless, returns a readable 'ledger' after each edit, and handles UUIDs for you
  • With the REST API you must generate a uuid and groupUuid for every block; follow developers.tally.so/documentation/creating-a-contact-form.md
  • Analytics endpoints need ?period= (e.g. 7d); ignore drop-off numbers on Free plan, they are sample data
  • invites 'emails' is a comma-separated string, not an array
  • A 401 UNAUTHORIZED_ACTION from a valid key usually means a Pro feature
  • Rate limit 100/min, exposed in x-ratelimit-* headers; use webhooks instead of polling
Every checkpoint, in detail · 9 checkpoints
  1. DocsHeadlessdevelopers.tally.so/llms.txt, per-page .md, llms-full.txt and openapi.json (25 paths); MCP server documented
  2. Sign upIn a browserEmail + 6-digit code form on tally.so/signup; no documented sign-up API. No visible CAPTCHA (Turnstile token field sent empty)
  3. VerifyIn a browserCode arrived in ~20 s; read headless from our inbox, entered in the browser; name and password set on /complete-profile
  4. KeyIn a browserAPI keys only from Settings > API keys in the web app (full access, pinned to version 4 Aug 2026). OAuth with dynamic client registration exists (POST /oauth/register 201) but the authorize step needs a logged-in browser
  5. First callHeadlessGET /users/me 200 with Bearer key; MCP initialize + tools/list (26 tools) with the same key
  6. First actionHeadlessPOST /forms 201 created a published contact form; MCP built a survey with logic and published it
  7. PayIn a browserNo 402/x402/MPP/L402/UCP anywhere; not in x402 Bazaar or mpp.dev. Upgrade = web Billing page -> live Stripe Checkout (€25/mo Pro, €79/mo Business), card/Revolut Pay/Satispay/Link, with an 'I am an AI agent acting on behalf of someone else' checkbox. Not completed: no card. No billing API or MCP billing tool
  8. CancelNot neededNothing to cancel: our agent used the free plan.
  9. DeleteIn a browserSettings > My account > Delete account (password + acknowledge checkbox) deleted the account at once; API key then returned 401. No API route documented. Forms can be deleted headless (to trash)
The attempt log · 37 attempts
Attempt log
CapabilityRouteResultEvidence
Discover: Find docs, llms.txt, OpenAPI, MCPnonedone ✓developers.tally.so/llms.txt 200; openapi.json 25 paths; api.tally.so/mcp documented; /.well-known/oauth-authorization-server JSON with registration_endpoint
Account: Sign up with emailnonepartial ✓Browser: tally.so/signup -> POST api.tally.so/users 200 -> code mail received in ~20s
Account: Verify email + set passwordnonepartial ✓Code 391178 from inbox; browser POST /verify 200, PATCH /users/mZBOez 200 (firstName, lastName, password)
Account: Create API keynonepartial ✓
Account: OAuth dynamic client registration (agent registration)apipartial ✓POST /oauth/register 400 invalid_scope without scope; with scope -> 201 client_id 23d24a63..., scope narrowed to 'mcp'
Account: First authenticated callapidone ✓GET /users/me 200; GET /workspaces 200 (empty before first form); GET /forms 200
Create a form with questions: Create published contact form (name, email, message)apidone ✓POST /forms 201 id Eky6ol; GET /forms/Eky6ol returns blocks; GET /questions lists 3 questions
Edit form content (questions, blocks, title): Rename form via PATCHapidone ✓PATCH /forms/Eky6ol 200 name 'AgentDrive contact form v2'; GET /forms shows new name
Create a form with questions: Build feedback survey with MCPmcpdone ✓MCP create_new_form -> 9qb4AE; create_blocks added 7 blocks (rating, multiple choice, textarea); list_blocks ledger shows them
Conditional logic / calculations: Show 'Why not?' only when answer is Nomcpdone ✓apply_logic insert -> CONDITIONAL_LOGIC block 7b087f4b; ledger lists rule; auto-set target hidden
Theme and styling, custom CSS: Dark thememcppartialupdate_styling -> 'Applied: appearance.theme=DARK'
Form settings (notifications, redirect, close date, progress bar): Enable progress barmcpfailedMCP update_settings {settings:{hasProgressBar:true}} -> 'No settings changes were applied'; API PATCH with settings returned 200 but not read back
Publish a form and get a share link: Publish MCP formmcpdone ✓publish_form -> url https://tally.so/r/9qb4AE status PUBLISHED; list_forms shows PUBLISHED
Webhooks on new responses: Create webhook on contact formapidone ✓POST /webhooks 201 id 3E1X8q; GET /webhooks lists it
Collect a response from a respondent: Submit contact form as respondentnonedone ✓Browser tally.so/r/Eky6ol -> POST /forms/Eky6ol/respond 200; 'Form submitted'
Collect a response from a respondent: Submit survey headless via the respond endpointapidone ✓MCP fetch_submissions shows it
Read submissions: List submissions + get oneapidone ✓GET /forms/Eky6ol/submissions totals all:1; GET /submissions/zEo6KQk 200; filter=completed&limit=1 works
Read submissions: Fetch submissions via MCPmcpdone ✓fetch_submissions 9qb4AE -> 1 submission 4ayb2AA
Webhooks on new responses: Read webhook delivery events, retry, updateapidone ✓GET /webhooks/3E1X8q/events -> FAILED 405 (example.com); POST retry 204; PATCH isEnabled=false,url changed 204; GET shows isEnabled:false
Form analytics (metrics, visits, dimensions, drop-off): Read analytics for contact formapipartial ✓metrics?period=7d visits:1 submissions:1; dimensions country DE city Nürnberg; drop-off returned totalVisitors 1000, formStarts 800 (sample data) with no flag
Form analytics (metrics, visits, dimensions, drop-off): Insights via MCPmcpdone ✓fetch_insights period 7d -> visits 1, submissions 1
Create / manage workspaces: Create a second workspaceapiblockedPOST /workspaces 401 UNAUTHORIZED_ACTION 'You are not authorized to perform this action'
Folders: List foldersapiblockedGET /workspaces/wgO27P/folders 401 UNAUTHORIZED_ACTION
Invite teammates / list members: List members, invite own second inboxapipartial ✓GET /organizations/mZBayV/users 200 (1 user); POST invites with array -> 400 '"emails" must be a string'; with string -> 401 UNAUTHORIZED_ACTION
Native integrations (Notion, Google Sheets, Airtable, Slack, Zapier, Make): Connect Notion/SheetsnoneskippedNo API or MCP tool for integrations
Delete a submission: Delete contact form submissionapidone ✓DELETE /submissions/zEo6KQk 204; list totals all:0
Delete a form (to trash): Delete both formsapidone ✓DELETE /forms/9qb4AE 204, /forms/Eky6ol 204; GET /forms empty; GET /forms/Eky6ol 404 FORM_NOT_FOUND
Webhooks on new responses: Delete webhookapidone ✓DELETE /webhooks/3E1X8q 204; GET /webhooks empty
Pay: Probe agent payment railsapidone ✓No 402 anywhere; x402./mpp./agents. subdomains do not resolve; /.well-known/ucp 404 on tally.so, 401 on api; not in x402 Bazaar or mpp.dev; no payment keywords in llms-full.txt
Pay: Find the checkoutnonepartial ✓
Leave: Delete accountnonepartial ✓Browser Settings > My account > Delete account (password + acknowledge checkbox) -> DELETE /users/mZBOez 204, redirect 'Your account is deleted'; API key afterwards -> 401
API hygiene: Rate limit headersapidone ✓x-ratelimit-limit 100, remaining, reset headers present
Collect payments in a form (Stripe): Add a payment blocknoneskippedPAYMENT block exists in MCP create_blocks schema; not created
File uploads, signatures: Add a file upload or signature questionnoneskippedFILE_UPLOAD and SIGNATURE are listed in the MCP create_blocks schema; not created
Embed / popup widget on own site: Embed a form on a pagenoneskippedDocumented at developers.tally.so/widgets; runs on the client's own site
Custom domains, remove branding: Set a custom domainnoneskippedListed as Pro on the upgrade page (screenshot 019)
API key management: List, create or revoke API keys headlessnoneskippedDocs describe keys only under Settings > API keys; no endpoint in openapi.json