Integration · Automate and collaborate

Tally and Meteor AI agents

Connect Tally to a Meteor AI agent: create and publish forms, share the link on WhatsApp and check the responses, with 19 tools.

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How does Tally connect to Meteor?

With Tally connected, your Met finds the form you need, such as a sign up, a survey or a request, and shares the link with the person in the WhatsApp conversation. It then brings the submissions, filtered by status and dates, and confirms that person's response arrived. It also creates forms from a description, adds or reorders questions, changes text, design, settings and logic, and publishes them when you ask. New forms stay as private drafts until published. This page describes 19 tools from Tally's official server, which is free on all its plans.

What it automates

What a Meteor Met does with Tally

Share the right form in the chat

When someone wants to sign up or make a request, your Met finds the form in your Tally account and shares the link in the same WhatsApp conversation.

Confirm the response arrived

When the person says they filled it in, the Met brings the day's completed submissions, finds theirs and confirms what they recorded.

Create a form from a description

Your team describes to the Met the form it needs, with its questions. It creates it as a private draft and publishes it when the team asks.

Adjust a published form

If the sign up form is missing a question, the Met adds it and publishes the change. Until it does, people filling in the form still see the previous version.

19 tools

Everything your Met can ask Tally for

Each one is a real action in the connector. You can switch off the ones you would rather it never used.

Tool	What it does
`list_workspaces`	Lists the Tally workspaces the connected account can access.
`list_forms`	Lists the forms in your workspaces, filtered by name, status or last change.
`load_form`	Loads an existing form, for example from its link, to read or edit it.
`create_new_form`	Creates a new form, which stays as a private draft until it is published.
`set_form_title`	Sets or changes a form's title.
`list_blocks`	Lists the blocks that make up a form.
`create_blocks`	Adds new blocks to a form.
`move_blocks`	Moves a form's blocks to another position.
`remove_blocks`	Removes blocks from a form. Starts turned off.
`remove_questions`	Removes questions from a form. Starts turned off.
`remove_pages`	Removes pages from a form. Starts turned off.
`reposition_questions`	Changes the order of a form's questions.
`reposition_pages`	Changes the order of a form's pages.
`update_text`	Changes text in a form.
`update_styling`	Changes a form's design. It applies at once, even if the form is published.
`update_settings`	Changes a form's settings. It applies at once, even if the form is published.
`apply_logic`	Applies conditional logic to a form.
`publish_form`	Publishes a new form, or the question and content changes of one already published.
`fetch_submissions`	Brings a form's submissions, filtered by status and dates, with each question and its answer.

The limits

What the Tally integration does NOT do

We would rather say it here than have you find out during rollout.

It does not delete forms or submissions. Tally does not allow it on its MCP server; removing questions, blocks or pages inside a form does exist and starts turned off.
It does not fill in the form for the person. The Met shares the link and the person answers in Tally.
It does not publish on its own. A new form stays as a private draft and question changes on a published form wait until they are published; design and settings apply right away.
It does not ask you for confirmation in the chat before writing. The workspace admin chooses which actions stay on in Connections.
It does not promise stability: Tally marks its MCP server as beta and warns it may change.

Before you start

What you need to connect Tally

1

A Tally account

The account your company already uses works. Tally offers its MCP server free on all its plans, including the free one, with no add on or upgrade.
2

Connect Tally in Met

In Met, open Connections → Tally → Connect. A Tally window opens so you sign in and authorize Met on your workspace.
3

Decide which actions stay on

The workspace admin chooses which actions stay on. Removing blocks, questions or pages starts turned off.

Frequently asked questions

Questions about Tally and Meteor

No. The Met shares the link and the person opens it in Tally. The Met can then bring the response and confirm what was recorded.

No. Tally does not allow its MCP server to delete forms or submissions. What it can do, with the action turned on, is remove questions, blocks or pages from a form.

No. According to Tally, submissions are only fetched when requested; they are not loaded in advance.

Not in Tally: the server is free on all its plans, including the free one. Your plan's features still apply, and Met does not charge for the calls your Met makes to Tally.

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