Tally is the form builder many lean teams use for surveys, lead capture, and customer feedback. Connecting Tally to clariBI surfaces every form, submission, and field-level response into your AI analyses.
Why connect Tally
Submission CSVs are easy to export but cross-form trend analysis (e.g. "how is response rate trending across all 12 customer-feedback forms?") requires manual joins.
With Tally connected, you can ask "Which forms have the highest completion rate?", "Show me responses to the post-purchase survey by region", or "Compare lead-quality scores across our pricing forms" and the AI engine answers without exports.
How the connection works
clariBI talks to Tally through its hosted MCP server at https://api.tally.so/mcp. Authentication uses an OAuth flow that clariBI registers itself for (no developer console setup on your side). Tokens stay encrypted server-side and never leave clariBI in clear form.
sequenceDiagram
actor U as You
participant C as clariBI
participant V as Tally
U->>C: Click Authorize with Tally
C->>V: Open OAuth authorization
V-->>U: Grant read access?
U->>V: Approve
V-->>C: Authorization code
C->>V: Exchange code for tokens
V-->>C: Access + refresh tokens
C->>C: Encrypt and store credentials
C-->>U: Connection ready
Available tools
clariBI exposes the read-only Tally tools that the vendor's MCP server publishes at connection time. Write operations (create, update, delete, send, refund) are filtered out by a name-pattern blocklist before any tool reaches the analysis engine, so connecting Tally cannot modify data on the vendor side.
The exact tool inventory depends on the Tally features your account has access to. After connecting, try a few natural-language questions to see what Tally data clariBI can pull.
Data flow during analysis
When you ask a question that maps to Tally, the AI engine routes to the right tool, reads the result, and pairs the answer with a chart you can pin to a dashboard.
sequenceDiagram
actor U as You
participant C as clariBI
participant AI as AI engine
participant V as Tally
U->>C: Ask a question about form responses and survey data
C->>AI: Plan the analysis
AI->>V: Call the right tool
V-->>AI: Tool result
AI->>AI: Summarize and chart
C-->>U: Answer plus visual
Setting up the connection
- Open Data Sources in the clariBI sidebar.
- Click Add data source.
- Open the MCP Servers tab.
- Click the Tally card.
- Click Authorize with Tally.
- Sign in to Tally in the popup window and grant the requested read scopes.
- Back in clariBI, give your data source a name.
- Click Finish.
Permissions and data access
OAuth scoping is granted at authorize time on the Tally consent screen. clariBI restricts itself to read-only tools (form + submission reads) even when the underlying MCP server exposes mutating operations. Disconnect from Tally settings or from clariBI Settings.
Troubleshooting
| Error | Cause | Fix |
|---|---|---|
| "Workspace selection missing" | Your Tally account has multiple workspaces. | Pick a single workspace in Tally before authorizing. |