Your ChatGPT Plus or Pro subscription can become a workflow automation engine for Tallyfy. Through MCP (Model Context Protocol) and OAuth 2.1 authentication, ChatGPT connects to your Tallyfy workspace to search, read, and manage tasks, processes, and templates using natural language - all through the subscription you already pay for.
How ChatGPT integration works
The integration uses OpenAI’s Connectors platform with MCP (Model Context Protocol) to create a secure bridge between ChatGPT and your Tallyfy workspace:
MCP server connection: ChatGPT connects to Tallyfy’s MCP server at mcp.tallyfy.com
OAuth 2.1 authentication: You authorize ChatGPT to access your Tallyfy workspace through a secure OAuth flow
Natural language queries: Ask ChatGPT to search tasks, check process status, or retrieve template information
Tool execution: ChatGPT uses MCP tools to read and write data in your Tallyfy workspace
Intelligent responses: ChatGPT processes your requests and returns structured information or confirms actions
No API keys to manage. No code to write. Just enable Developer Mode, connect the MCP server, and start automating.
Setting up the connection
Prerequisites:
ChatGPT Plus or ChatGPT Pro subscription
Active Tallyfy account with at least Standard user role
Developer Mode enabled in ChatGPT settings
Step-by-step setup:
Enable Developer Mode in ChatGPT:
Click your profile icon (top left)
Select Settings → Apps and Connectors
Scroll to Advanced Settings
Enable Developer Mode (beta feature)
Create a new Connector:
In ChatGPT, go to Settings → Connectors
Click Create
Connector name: Tallyfy
Description: “Connect to Tallyfy to search and manage workflow tasks, processes, and templates”
Configure the MCP server:
MCP Server URL: https://mcp.tallyfy.com
Authentication: OAuth 2.1 with PKCE
ChatGPT will automatically discover authentication endpoints
Authorize the connection:
Click Connect and you’ll be redirected to Tallyfy’s login page
Log in with your Tallyfy credentials
Review and approve the permissions request (you’ll see which scopes are requested)
ChatGPT stores refresh tokens for persistent access
You can revoke access anytime from ChatGPT Settings → Connectors
Get step visibility conditions: View conditional display rules
User and group management
Get organization users: List all users in your workspace
Get organization guests: View external guest users
Get organization guests list: Simplified guest user listing
Write operation security
ChatGPT displays explicit confirmation modals before executing any write or modify operations (create, update, delete). This prevents accidental changes and gives you full control over what the AI can modify in your Tallyfy workspace.
Real-world usage examples
Finding urgent tasks
You: "Show me all urgent tasks assigned to the sales team"
ChatGPT: Uses search_for_tasks tool → Returns filtered task list with details
Checking process status
You: "What's the status of the employee onboarding process for John Smith?"
ChatGPT: Uses search_for_processes tool → Returns process details, completion percentage, current step
Template discovery
You: "Find all templates related to customer support workflows"
ChatGPT: Uses search_for_templates tool → Lists matching templates with descriptions
Bulk task review
You: "Get all my tasks and summarize which ones are overdue"
ChatGPT: Uses get_my_tasks tool → Analyzes due dates and provides organized summary
Creating automation rules
You: "Add a rule to the Sales Template that sends an email notification when the 'contract_value' field exceeds $50,000"
ChatGPT: Uses create_automation_rule tool → Confirms creation after your approval
Template configuration
You: "Show me all the form fields in the Customer Onboarding template"
ChatGPT: Uses get_template tool → Lists all form fields with their types and properties
Best practices for natural language queries
Be specific with search terms
Good: "Find all tasks with 'invoice approval' in the title assigned to me"
Bad: "Show tasks"
Provide context for filtering
Good: "Get processes created in the last 7 days with 'onboarding' in the name"
Bad: "Find recent processes"
Specify exactly what you want to modify
Good: "Update the 'Priority' dropdown field in the Bug Report template to include 'Critical' as an option"
Bad: "Change the priority field"
Ask for structured summaries
Good: "List all my tasks grouped by due date, show only title and assignee"
Bad: "What are my tasks?"
Security and data handling
Built-in safeguards:
OAuth 2.1 authentication: Secure token-based access with PKCE (Proof Key for Code Exchange)
Granular scoped permissions: 12 separate read/write scopes for users, tasks, processes, templates, forms, and automations
Write confirmations: ChatGPT displays explicit modals before any create, update, or delete operations
Token management: Refresh tokens stored securely by OpenAI, revocable from ChatGPT settings
Audit logging: All MCP tool executions are logged in Tallyfy for compliance tracking
No training on your data: OpenAI doesn’t use API interactions for model training (per OpenAI Enterprise Agreement)
Important security notes:
Only connect MCP servers you trust - prompt injection attacks are possible
Review all write operations before confirming them in ChatGPT
Regularly audit which Connectors have access to your Tallyfy workspace
Revoke access immediately if you suspect unauthorized use
Rate limits and performance
OpenAI limits apply:
ChatGPT Plus: Standard message limits per 3-hour window
ChatGPT Pro: Higher limits with priority access
Tallyfy API limits:
All MCP tool calls count toward your Tallyfy API rate limits
Standard rate limiting applies per organization
Performance tips:
Be specific in queries to reduce unnecessary tool calls
Use search tools to filter before requesting full details
Batch related questions in a single conversation
ChatGPT caches tool results within the same conversation
Troubleshooting common issues
“ChatGPT says it can’t find the Tallyfy connector”
Verify Developer Mode is enabled in ChatGPT settings
Check that you have ChatGPT Plus or Pro subscription (not Team/Enterprise yet)
Re-create the Connector with the correct MCP server URL: https://mcp.tallyfy.com
“Authentication failed or keeps expiring”
Re-authorize the OAuth connection in ChatGPT Settings → Connectors
Check if your ChatGPT and Tallyfy subscriptions are both active
Verify you have at least Standard user role in Tallyfy
Clear browser cache and try reconnecting
“ChatGPT says it can’t access certain tools”
Verify the OAuth scopes were approved during connection
Check that your Tallyfy user role has permissions for that operation
Some write operations require Administrator role
“Search results are empty or incomplete”
Make search queries more specific
Check that the items you’re searching for actually exist in your workspace
Verify your Tallyfy user account has permission to view those items
Advanced usage patterns
Cross-referencing multiple data sources
You: "Find the employee onboarding template, get all its form fields,
then show me all active onboarding processes and highlight which fields
are most commonly left empty"
ChatGPT:
1. Uses get_all_templates to find onboarding template
2. Uses get_template to retrieve form field details
3. Uses search_for_processes to find active onboarding processes
4. Analyzes and summarizes field completion patterns
Bulk analysis and reporting
You: "Get all tasks assigned to the sales team, categorize them by type,
and create a summary showing workload distribution"
ChatGPT:
1. Uses search_for_tasks with sales team filter
2. Analyzes task titles and descriptions
3. Groups by category
4. Generates distribution report
Template optimization insights
You: "Compare the Customer Support and Bug Triage templates, identify
common steps, and suggest opportunities for consolidation"
ChatGPT:
1. Uses get_template for both templates
2. Extracts and compares step configurations
3. Identifies duplicated logic
4. Suggests optimization opportunities
Getting started checklist
Verify subscription: Ensure you have ChatGPT Plus or ChatGPT Pro (Team/Enterprise not yet supported)
Authorize OAuth connection: Log in to Tallyfy and approve permissions
Test with simple query: “Show me my tasks” or “List all templates”
Try advanced queries: Search, filter, and analyze your workflow data
Monitor usage: Review which tools are most helpful for your workflow
For developers: OpenAI’s MCP documentation at platform.openai.com/docs/mcp provides technical details on building custom MCP servers. The Apps SDK (developers.openai.com/apps-sdk) enables building custom UIs for enhanced user experiences.
Cost considerations
ChatGPT subscription costs:
ChatGPT Plus: $20/month per user
ChatGPT Pro: $200/month per user (higher rate limits, priority access)
MCP integration included - no additional AI costs
Tallyfy API usage:
All MCP tool calls count toward your Tallyfy API rate limits
Standard API limits apply per organization
No per-call charges for MCP tools
Optimization tips:
Use specific queries to minimize unnecessary tool calls
Leverage ChatGPT’s conversation memory to avoid re-fetching data
ChatGPT Pro provides better performance for heavy MCP usage
Your ChatGPT subscription becomes a workflow intelligence layer - search, analyze, and automate Tallyfy operations using natural language instead of navigating multiple screens.
ChatGPT Enterprise Team and Education users can connect to Tallyfy through MCP servers to manage workflows using natural language with full read/write capabilities through Developer Mode though the text-based interface has significant limitations for visual workflows form interactions real-time collaboration and bulk operations making it best suited for complex searches analysis automation planning and template optimization while still requiring Tallyfy’s native visual interface for process tracking collaboration and interactive form completion.
BYO AI is Tallyfy’s upcoming integration framework that connects existing AI subscriptions like ChatGPT Plus or Claude Pro directly into workflows so AI can automatically complete tasks and generate content without manual copy-pasting between applications.
Tallyfy’s MCP Server enables natural language interaction with workflows through AI assistants by providing tools for searching tasks and processes managing users and templates analyzing workflow health and creating automation rules without requiring API knowledge.
OpenAI provides agent capabilities through tools like the Responses API and Agents SDK that integrate with Tallyfy to automate web interactions and document processing tasks by triggering webhooks and capturing structured outputs while routing failures to human review through conditional logic.