Use Tally in your AI app
Ask about your interior design studio's projects, orders, schedules, tasks, time and invoices. Connect the AI app you already use and choose what it can do.
Set up a connectionYou need a Tally studio account and an AI app that allows remote connections. Your AI app's plan and workspace settings apply.
Connect your app
In Tally, open Settings → Connected AI apps and choose Connect Claude, Connect ChatGPT, or Other AI apps / Manual setup. The guided steps open your AI app and show the connection as soon as it's made.
https://tally-works.com/mcp
Claude
Open ClaudeClaude opens Tally's page in its connector directory. Choose Connect to Claude there.
Open Tally's page from here rather than searching Claude's directory. The listing there named just Tally is an unrelated form builder.
If that page doesn't open, you can add Tally by hand on a personal Claude plan; on a Team or Enterprise plan, see the section for those plans instead. Open Claude's form with Tally filled in and choose Continue. If Claude asks how it should identify itself, choose Register automatically. Then choose Add, then Connect. Open Claude's form
On a Claude Team or Enterprise plan? An Owner adds Tally for the organization first: on Tally's page in Claude, an Owner's button reads Connect for your team. After that, each member connects their own account. If you see Request instead, choosing it asks your Owner. Members can't add Tally by hand.
ChatGPT
Open ChatGPT connection settingsIn ChatGPT, choose the plus button, then Add custom MCP server. Name it Tally, enter a description, and paste the connection address. Choose OAuth, review the permissions, then choose Create as a plugin and install it.
Your app opens Tally to sign in and approve access. Check the studio name, choose View only or Choose actions, select the actions you want to allow, and choose Connect. To use a different studio, switch studios in Tally first.
Return to your AI app, enable Tally in a chat and ask: List the projects I can access in Tally. The setup steps in Tally show the app as connected on their own. An access approval alone doesn't prove the app has used Tally; check its answer in your chat.
Choose its access
View only: look up the records your Tally account can see, including client conversations and Tally Help. A member's project access still applies.
Choose actions: enable tasks and time, selections and schedules, orders, client messages, deliveries, and sending invoices and orders separately. Draft order and selection edits, client messages and deliveries require a preview. Tally tells the app to show that preview and wait for your approval. In your AI app, allow read-only tools without asking and keep approval prompts for changes and sends.
The app never sends an invoice, estimate or order by itself. With permission it gets one ready and gives you a link; you review exactly what will go out and tap Send in Tally. It cannot edit invoices or payments, message vendors, or bypass Tally’s approval and order protections. Both access levels can send feedback to Tally's team when you ask.
Changes, messages and deliveries appear in Connected AI apps for 30 days. Task and time changes can be undone while the record hasn't changed again. Order and selection edits, client messages and deliveries have no one-click Undo.
Disconnect or fix a connection
Choose Disconnect beside the app in Settings → Connected AI apps to stop its access immediately. Studio owners can also disconnect teammates' apps. To change an app's access level, disconnect and connect again.
If an app stops working, remove Tally from that app and reconnect. Changing your password or two-step verification, leaving a studio, or 30 days without use also ends access. If setup is unavailable, ask your AI workspace admin about custom connections.
Your data and privacy
Your chosen AI provider receives the Tally data its tools retrieve, under that provider's terms and settings. Tally never receives your AI conversation. It records which tools the app calls and whether they worked, with the person, studio and app, without the tool arguments or results. Changes and sends are recorded in Tally, and feedback you ask the app to send includes your name, email and studio so the team can reply.
See Tally's Privacy Policy and Terms of Service. For help, email support@tally-works.com.