How to integrate Tally MCP with CrewAI

This guide walks you through connecting Tally to CrewAI using the Composio tool router. By the end, you'll have a working Tally agent that can list all forms i created this month, download latest responses from your survey form, add a webhook to notify on new submission through natural language commands. This guide will help you understand how to give your CrewAI agent real control over a Tally account through Composio's Tally MCP server. Before we dive in, let's take a quick look at the key ideas and tools involved.

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Tally is a flexible online form builder for creating surveys, quizzes, and data collection tools. Its intuitive interface makes it easy to gather and manage responses without coding.

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Introduction

This guide walks you through connecting Tally to CrewAI using the Composio tool router. By the end, you'll have a working Tally agent that can list all forms i created this month, download latest responses from your survey form, add a webhook to notify on new submission through natural language commands.

This guide will help you understand how to give your CrewAI agent real control over a Tally account through Composio's Tally MCP server.

Before we dive in, let's take a quick look at the key ideas and tools involved.

Also integrate Tally with

OpenAI Agents SDKClaude Agent SDKClaude CodeClaude CoworkCodexOpenClawHermesCLIGoogle ADKLangChainVercel AI SDKMastra AILlamaIndex

TL;DR

Here's what you'll learn:
  • Get a Composio API key and configure your Tally connection
  • Set up CrewAI with an MCP enabled agent
  • Create a Tool Router session or standalone MCP server for Tally
  • Build a conversational loop where your agent can execute Tally operations

What is CrewAI?

CrewAI is a powerful framework for building multi-agent AI systems. It provides primitives for defining agents with specific roles, creating tasks, and orchestrating workflows through crews.

Key features include:

  • Agent Roles: Define specialized agents with specific goals and backstories
  • Task Management: Create tasks with clear descriptions and expected outputs
  • Crew Orchestration: Combine agents and tasks into collaborative workflows
  • MCP Integration: Connect to external tools through Model Context Protocol

What is the Tally MCP server, and what's possible with it?

The Tally MCP server is an implementation of the Model Context Protocol that connects your AI agent and assistants like Claude, Cursor, etc directly to your Tally account. It provides structured and secure access to your forms and response data, so your agent can perform actions like creating forms, retrieving responses, managing webhooks, and automating data collection workflows on your behalf.

  • Automated form creation and management: Have your agent create new forms, update existing ones, or delete forms as needed—no manual setup required.
  • Seamless response collection and analysis: Instantly fetch all responses to any form, enabling real-time data analysis, exports, or notifications.
  • Detailed form insights and field discovery: Retrieve comprehensive details about a form’s configuration, fields, and settings to power dynamic workflows or audits.
  • Webhook automation and event monitoring: Set up and manage webhooks to trigger custom actions when new responses come in, and review delivery history for full visibility.
  • User account and access checks: Let your agent fetch authenticated user info to confirm account status or permissions before performing sensitive operations.

What is the Composio tool router, and how does it fit here?

What is Composio SDK?

Composio's Composio SDK helps agents find the right tools for a task at runtime. You can plug in multiple toolkits (like Gmail, HubSpot, and GitHub), and the agent will identify the relevant app and action to complete multi-step workflows. This can reduce token usage and improve the reliability of tool calls. Read more here: Getting started with Composio SDK

The tool router generates a secure MCP URL that your agents can access to perform actions.

How the Composio SDK works

The Composio SDK follows a three-phase workflow:

  1. Discovery: Searches for tools matching your task and returns relevant toolkits with their details.
  2. Authentication: Checks for active connections. If missing, creates an auth config and returns a connection URL via Auth Link.
  3. Execution: Executes the action using the authenticated connection.

Step-by-step Guide

Step by step08 STEPS
1

Prerequisites

Before starting, make sure you have:
  • Python 3.9 or higher
  • A Composio account and API key
  • A Tally connection authorized in Composio
  • An OpenAI API key for the CrewAI LLM
  • Basic familiarity with Python
2

Getting API Keys for OpenAI and Composio

OpenAI API Key
  • Go to the OpenAI dashboard and create an API key. You'll need credits to use the models, or you can connect to another model provider.
  • Keep the API key safe.
Composio API Key
  • Log in to the Composio dashboard.
  • Navigate to your API settings and generate a new API key.
  • Store this key securely as you'll need it for authentication.
3

Install dependencies

bash
pip install composio crewai crewai-tools[mcp] python-dotenv
What's happening:
  • composio connects your agent to Tally via MCP
  • crewai provides Agent, Task, Crew, and LLM primitives
  • crewai-tools[mcp] includes MCP helpers
  • python-dotenv loads environment variables from .env
4

Set up environment variables

bash
COMPOSIO_API_KEY=your_composio_api_key_here
USER_ID=your_user_id_here
OPENAI_API_KEY=your_openai_api_key_here

Create a .env file in your project root.

What's happening:

  • COMPOSIO_API_KEY authenticates with Composio
  • USER_ID scopes the session to your account
  • OPENAI_API_KEY lets CrewAI use your chosen OpenAI model
5

Import dependencies

python
import os
from composio import Composio
from crewai import Agent, Task, Crew
from crewai_tools import MCPServerAdapter
import dotenv

dotenv.load_dotenv()

COMPOSIO_API_KEY = os.getenv("COMPOSIO_API_KEY")
COMPOSIO_USER_ID = os.getenv("COMPOSIO_USER_ID")

if not COMPOSIO_API_KEY:
    raise ValueError("COMPOSIO_API_KEY is not set")
if not COMPOSIO_USER_ID:
    raise ValueError("COMPOSIO_USER_ID is not set")
What's happening:
  • CrewAI classes define agents and tasks, and run the workflow
  • MCPServerHTTP connects the agent to an MCP endpoint
  • Composio will give you a short lived Tally MCP URL
6

Create a Composio Tool Router session for Tally

python
composio_client = Composio(api_key=COMPOSIO_API_KEY)
session = composio_client.create(user_id=COMPOSIO_USER_ID, toolkits=["tally"])

url = session.mcp.url
What's happening:
  • You create a Tally only session through Composio
  • Composio returns an MCP HTTP URL that exposes Tally tools
7

Initialize the MCP Server

python
server_params = {
    "url": url,
    "transport": "streamable-http",
    "headers": {"x-api-key": COMPOSIO_API_KEY},
}

with MCPServerAdapter(server_params) as tools:
    agent = Agent(
        role="Search Assistant",
        goal="Help users search the internet effectively",
        backstory="You are a helpful assistant with access to search tools.",
        tools=tools,
        verbose=False,
        max_iter=10,
    )
What's Happening:
  • Server Configuration: The code sets up connection parameters including the MCP server URL, streamable HTTP transport, and Composio API key authentication.
  • MCP Adapter Bridge: MCPServerAdapter acts as a context manager that converts Composio MCP tools into a CrewAI-compatible format.
  • Agent Setup: Creates a CrewAI Agent with a defined role (Search Assistant), goal (help with internet searches), and access to the MCP tools.
  • Configuration Options: The agent includes settings like verbose=False for clean output and max_iter=10 to prevent infinite loops.
  • Dynamic Tool Usage: Once created, the agent automatically accesses all Composio Search tools and decides when to use them based on user queries.
8

Create a CLI Chatloop and define the Crew

python
print("Chat started! Type 'exit' or 'quit' to end.\n")

conversation_context = ""

while True:
    user_input = input("You: ").strip()

    if user_input.lower() in ["exit", "quit", "bye"]:
        print("\nGoodbye!")
        break

    if not user_input:
        continue

    conversation_context += f"\nUser: {user_input}\n"
    print("\nAgent is thinking...\n")

    task = Task(
        description=(
            f"Conversation history:\n{conversation_context}\n\n"
            f"Current request: {user_input}"
        ),
        expected_output="A helpful response addressing the user's request",
        agent=agent,
    )

    crew = Crew(agents=[agent], tasks=[task], verbose=False)
    result = crew.kickoff()
    response = str(result)

    conversation_context += f"Agent: {response}\n"
    print(f"Agent: {response}\n")
What's Happening:
  • Interactive CLI Setup: The code creates an infinite loop that continuously prompts for user input and maintains the entire conversation history in a string variable.
  • Input Validation: Empty inputs are ignored to prevent processing blank messages and keep the conversation clean.
  • Context Building: Each user message is appended to the conversation context, which preserves the full dialogue history for better agent responses.
  • Dynamic Task Creation: For every user input, a new Task is created that includes both the full conversation history and the current request as context.
  • Crew Execution: A Crew is instantiated with the agent and task, then kicked off to process the request and generate a response.
  • Response Management: The agent's response is converted to a string, added to the conversation context, and displayed to the user, maintaining conversational continuity.

Complete Code

Here's the complete code to get you started with Tally and CrewAI:

python
from crewai import Agent, Task, Crew, LLM
from crewai_tools import MCPServerAdapter
from composio import Composio
from dotenv import load_dotenv
import os

load_dotenv()

GOOGLE_API_KEY = os.getenv("GOOGLE_API_KEY")
COMPOSIO_API_KEY = os.getenv("COMPOSIO_API_KEY")
COMPOSIO_USER_ID = os.getenv("COMPOSIO_USER_ID")

if not GOOGLE_API_KEY:
    raise ValueError("GOOGLE_API_KEY is not set in the environment.")
if not COMPOSIO_API_KEY:
    raise ValueError("COMPOSIO_API_KEY is not set in the environment.")
if not COMPOSIO_USER_ID:
    raise ValueError("COMPOSIO_USER_ID is not set in the environment.")

# Initialize Composio and create a session
composio = Composio(api_key=COMPOSIO_API_KEY)
session = composio.create(
    user_id=COMPOSIO_USER_ID,
    toolkits=["tally"],
)
url = session.mcp.url

# Configure LLM
llm = LLM(
    model="gpt-5",
    api_key=os.getenv("OPENAI_API_KEY"),
)

server_params = {
    "url": url,
    "transport": "streamable-http",
    "headers": {"x-api-key": COMPOSIO_API_KEY},
}

with MCPServerAdapter(server_params) as tools:
    agent = Agent(
        role="Search Assistant",
        goal="Help users with internet searches",
        backstory="You are an expert assistant with access to Composio Search tools.",
        tools=tools,
        llm=llm,
        verbose=False,
        max_iter=10,
    )

    print("Chat started! Type 'exit' or 'quit' to end.\n")

    conversation_context = ""

    while True:
        user_input = input("You: ").strip()

        if user_input.lower() in ["exit", "quit", "bye"]:
            print("\nGoodbye!")
            break

        if not user_input:
            continue

        conversation_context += f"\nUser: {user_input}\n"
        print("\nAgent is thinking...\n")

        task = Task(
            description=(
                f"Conversation history:\n{conversation_context}\n\n"
                f"Current request: {user_input}"
            ),
            expected_output="A helpful response addressing the user's request",
            agent=agent,
        )

        crew = Crew(agents=[agent], tasks=[task], verbose=False)
        result = crew.kickoff()
        response = str(result)

        conversation_context += f"Agent: {response}\n"
        print(f"Agent: {response}\n")

Conclusion

You now have a CrewAI agent connected to Tally through Composio's Tool Router. The agent can perform Tally operations through natural language commands.

Next steps:

  • Add role-specific instructions to customize agent behavior
  • Plug in more toolkits for multi-app workflows
  • Chain tasks for complex multi-step operations
TOOLS

Supported Tools

Every Tally action and event your agent gets out of the box.

Create Form

Tool to create a new form.

Create Webhook

Tool to create a new webhook for a form.

Delete Form

Tool to delete a specific form identified by its ID.

Delete Webhook

Tool to delete a specific webhook.

Get Form Details

Tool to retrieve details of a specific form.

Get Form Responses

Tool to retrieve the responses of a specific form.

Get User Info

Tool to retrieve information about the authenticated user.

Get Webhook Events

Tool to list events associated with a specific webhook.

Get Workspace

Tool to retrieve a single workspace by its ID with associated members.

List Form Questions

Tool to retrieve all questions from a specific form.

List Forms

Tool to retrieve a paginated list of forms.

List Organization Invites

Tool to retrieve all pending invites in your organization.

List Organization Users

Tool to retrieve all users in an organization.

List Webhooks

Tool to retrieve a paginated list of configured webhooks.

List Workspaces

Tool to retrieve a paginated list of workspaces.

Update Form

Tool to update form details.

Update Webhook

Tool to update an existing webhook configuration.

Update Workspace

Tool to update the details of a specific workspace identified by its ID.

FRAMEWORKS

How to build Tally MCP Agent with another framework

OpenAI Agents SDK logo

OpenAI Agents SDK

Use Tally MCP with OpenAI Agents SDK

Claude Agent SDK logo

Claude Agent SDK

Use Tally MCP with Claude Agent SDK

Claude Code logo

Claude Code

Use Tally MCP with Claude Code

Claude Cowork logo

Claude Cowork

Use Tally MCP with Claude Cowork

Codex logo

Codex

Use Tally MCP with Codex

OpenClaw logo

OpenClaw

Use Tally MCP with OpenClaw

Hermes logo

Hermes

Use Tally MCP with Hermes

CLI logo

CLI

Use Tally MCP with CLI

Google ADK logo

Google ADK

Use Tally MCP with Google ADK

LangChain logo

LangChain

Use Tally MCP with LangChain

Vercel AI SDK logo

Vercel AI SDK

Use Tally MCP with Vercel AI SDK

Mastra AI logo

Mastra AI

Use Tally MCP with Mastra AI

LlamaIndex logo

LlamaIndex

Use Tally MCP with LlamaIndex

FAQ

Frequently asked questions

With a standalone Tally MCP server, the agents and LLMs can only access a fixed set of Tally tools tied to that server. However, with the Composio Tool Router, agents can dynamically load tools from Tally and many other apps based on the task at hand, all through a single MCP endpoint.

Yes, you can. CrewAI fully supports MCP integration. You get structured tool calling, message history handling, and model orchestration while Tool Router takes care of discovering and serving the right Tally tools.

Yes, absolutely. You can configure which Tally scopes and actions are allowed when connecting your account to Composio. You can also bring your own OAuth credentials or API configuration so you keep full control over what the agent can do.

All sensitive data such as tokens, keys, and configuration is fully encrypted at rest and in transit. Composio is SOC 2 Type 2 compliant and follows strict security practices so your Tally data and credentials are handled as safely as possible.

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