Tallyfy Workflow Automation
com.tallyfy由 tallyfy.com 發布官方發布者v1.3.0更新於 Nov 1, 2026
Automate tasks, processes, and approvals with AI.
概覽
Tallyfy 官方遠端 MCP 伺服器,讓助理建立與追蹤任務、執行流程、編輯範本與表單,並搜尋組織內容。
- 可以做什麼
- 建立、完成、重新指派、留言與搜尋任務
- 從範本立即或依排程啟動流程,推進並追蹤步驟
- 讀取、建立與編輯範本及其步驟,讀取或填寫啟動表單與步驟表單欄位
- 檢視與管理自動化規則,說明步驟為何顯示或隱藏,依步驟列出未完成任務
- 管理使用者、群組、訪客與組織成員資格,處理標籤、資料夾、留言及全組織搜尋
- 讀取與上傳附件,檢索公開產品文件,維護依組織儲存的記憶文件,並呼叫沒有專用工具的任一 Tallyfy REST 端點
- 適用情境
- 當團隊在 Tallyfy 中執行業務流程,並希望助理以對話方式在登入使用者權限範圍內操作任務、流程、範本與表單時使用。大量或無介面的批次作業,廠商建議改用其獨立的 CLI。
- 執行需求
- 遠端端點 mcp.tallyfy.com,使用 streamable HTTP,無需自行架設。需要 Tallyfy 帳號進行 OAuth 登入,每個請求都需帶有 Tallyfy 簽發的 bearer 權杖。也可用 Docker 或 Python 3.13 自行架設,並可透過 TALLYFY_PUBLIC_KEY 固定公開金鑰。
安裝
在 SourceWeft 中
- 開啟 儀表板中的 Tallyfy Workflow Automation,將其新增到工作區。
- 連接 所需的 憑證。它們會被私密儲存,絕不會在公開頁面上展示。
- 為需要使用其工具的對話啟用該服務。
Web executable,透過 Streamable HTTP。 遠端服務在工作區中設定後即可從網頁執行環境執行。
交給代理程式安裝
把這段提示詞貼上到 Claude Code、Codex、Cursor 等代理程式,或 SourceWeft 對話中。代理程式會讀取該伺服器的安裝指南,先向你展示發布者、端點和登入方式,經你同意後再把它新增到你的客戶端。金鑰不會寫進任何命令。
閱讀 https://sourceweft.com/mcp/com.tallyfy%2Fmcp-server/install.md,並按其中說明把這個 MCP 伺服器接入我的客戶端。修改任何設定之前,先告訴我它的發布者、端點和登入方式,等我確認。不要把 API 金鑰寫進命令或我會提交的檔案;問我金鑰應從哪裡取得。其他 MCP 客戶端
把它新增到你客戶端的 mcpServers 設定中。 客戶端會在首次連接時完成 OAuth 登入。
{
"mcpServers": {
"tallyfy-workflow-automation": {
"type": "http",
"url": "https://mcp.tallyfy.com/"
}
}
}README
Tallyfy MCP Server
The official Model Context Protocol server for Tallyfy, the workflow and process automation platform. It lets any MCP-capable AI assistant run your operations: create and track tasks, launch and advance processes, read and edit templates, fill form fields, manage people and groups, and search across your organization, all through your own authenticated Tallyfy account.
This repository is an automatically published, read-only mirror. The canonical source is maintained privately by Tallyfy and a sanitized, server-only snapshot is published here on every production release. Please do not open pull requests against this mirror (they cannot be merged here). For bugs or feature requests, use the issue tracker or contact us (see Support). Hosting, deployment, and monitoring code is intentionally not part of this mirror.
Connect (hosted, recommended)
Tallyfy runs a managed remote server. You do not need to host anything. Point your MCP client at:
Transport is streamable HTTP and authentication is OAuth against your Tallyfy account, so the assistant only ever sees data the signed-in user is allowed to see.
Example client config
What it can do
130 tools across the Tallyfy domain, grouped by area:
Almost every tool calls the public Tallyfy API on behalf of the authenticated user (the exceptions read the public docs index and the server-side org memory store). There are no write operations the signed-in user could not perform in the Tallyfy app directly.
Doing bulk or scripted work? This server is tuned for interactive, conversational use and limits how much one request can do at once. For high-volume or headless automation (launching processes from a CSV, exporting every template to disk, multi-org loops, CI/CD approval gates), reach for the first-party tallyfy CLI instead. It is built for deterministic, scriptable batch operations. Install with brew install tallyfy/tap/tallyfy or grab a binary from the releases page.
Run it yourself
You can build and run the server from this mirror with Docker. No configuration is required to start it:
The server listens on port 9000 and speaks streamable HTTP at / (and at /mcp). Python 3.13 is required if you prefer to run it without Docker (pip install -r server/requirements.txt, then uvicorn server:app from inside server/).
To configure it, copy .env.example to .env and pass it with --env-file .env. Every value in there is optional; the defaults point at Tallyfy production.
About authentication
Every MCP request needs a Tallyfy-issued OAuth 2.1 bearer token (RS256). The server verifies that signature on every call, so an unauthenticated client gets a 401 challenge and reaches no Tallyfy data. Only /health and the OAuth discovery documents are open.
The verification key is resolved for you. Left alone, the server reads Tallyfy's published JWKS at https://account.tallyfy.com/.well-known/jwks.json and picks up key rotations automatically. Set TALLYFY_PUBLIC_KEY to a PEM public key if you would rather pin it and avoid the network lookup. If neither source resolves, the server still starts, and rejects every token.
Listed on
- Official MCP Registry (
com.tallyfy/mcp-server) - GitHub MCP Registry
- Smithery
- Glama
- PulseMCP
Security
Tools are scoped to the authenticated user, inputs are validated and the outbound API surface is allowlisted. We disclose no static credentials in this repository: all secrets are supplied at runtime via environment variables. If you find a security issue, please email [email protected] rather than opening a public issue.
Support
- Product docs: https://tallyfy.com/products/pro/integrations/mcp-server/
- Help / contact: https://tallyfy.com/contact/
License
Apache License 2.0 © Tallyfy, Inc.
來源:README.md,提交 0ac0eaf
工具
0版本歷史
2- v1.3.0最新Oct 17, 2026
- v1.2.0Sep 16, 2026
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