Tally agent skills for Claude Code, Cursor and RevampKey

5 ready-made playbooks that teach an AI agent how to do real Tally work: which tools to call, what to check first, and when to stop and ask you.

Download RevampKey, free I have it: connect Tally

Connect Tally once and all 5 skills install themselves and stay up to date. Mac, Windows and Linux.

All 5 Tally skills

Each skill is one job. You ask in plain words and the agent loads the skill that matches, then follows its steps.

Start hereAsks before writing24 Tally tools

Use the Tally connector safely with Claude

Learn how Claude confirms your workspace and form, picks the right Tally tool, and asks before changing or publishing a live form.

Use it when

You have just connected Tally to Claude and want to know what it can do
Claude is about to edit a form you are unsure about
You want to publish a form and need to check it first

Tools it uses

list_workspaces
list_forms
load_form
fetch_submissions
fetch_insights
create_new_form
set_form_title
create_blocks
configure_blocks
remove_questions
remove_pages
reposition_questions
reposition_pages
move_blocks
remove_blocks
list_blocks
apply_logic
set_column_layout
extract_brand
inspect_custom_css
update_custom_css
update_settings
publish_form
search_documentation

Example

Check my Tally workspaces and find the form called Customer Feedback, then tell me whether it is live before changing anything.

You have two workspaces: Acme Team and Personal. The form Customer Feedback is in Acme Team. It is published and has 214 submissions. I have not changed anything. If you want to add a required email field, I will show you the exact change first and wait for your yes.

Use in RevampKeyRead the full skill →

Asks before writing12 Tally tools

Build a Tally form from a plain-language brief

Turns a short description into a new Tally form with sensible question types, order and logic, then shows you a summary to review. It asks before publishing anything.

Use it when

You need a new sign-up, registration or application form quickly
You want a lead or intake form drafted from a short description
You want to check the structure before the form goes live

Tools it uses

list_workspaces
create_new_form
create_blocks
set_column_layout
reposition_questions
move_blocks
reposition_pages
list_blocks
load_form
set_form_title
update_settings
apply_logic

Example

Build me a webinar sign-up form: name, work email, company, and whether they want a reminder email.

I've drafted a 4-question form in your Marketing workspace: name, work email, company (optional) and a reminder checkbox. Name and email are required; company is optional to keep completion high. Nothing is published yet. Reply yes to publish, or tell me what to change.

Use in RevampKeyRead the full skill →

Read-only5 Tally tools

Report on Tally form responses with AI

Turns your Tally form submissions into a clear, read-only report on trends, completion and notable responses, with the sample size stated beside every figure. It never changes your form or responses.

Use it when

You want a weekly summary of signups or applications for your team
You need to know which responses mention a specific problem
You want to compare two onboarding forms over the same period

Tools it uses

list_workspaces
list_forms
load_form
fetch_submissions
fetch_insights

Example

Summarise responses to my waitlist form for the last four weeks, with weekly counts and anything people said about pricing.

Your waitlist form received 214 submissions from 1 to 28 April, after removing 6 duplicate entries. Weekly counts were 41, 58, 62 and 53, so volume rose for three weeks then eased. Of the 118 people who answered the pricing question, 47 (40%) mentioned cost as a concern; I have quoted two short examples with personal details removed.

Use in RevampKeyRead the full skill →

Asks before writing7 Tally tools

Restyle a Tally form to match your brand

Matches a Tally form's colours, fonts and layout to your brand, checking readability on phones. It asks before changing a form that is already collecting responses.

Use it when

You want a form to look like your website or brand guide.
You have a screenshot and want the form to match its colours.
A form looks off on mobile and needs its spacing and contrast fixed.

Tools it uses

list_workspaces
list_forms
load_form
extract_brand
inspect_custom_css
update_settings
update_custom_css

Example

Make my waitlist form match our brand. Our colours are #1B2A41 for text and #F4A261 for the buttons.

I've checked the waitlist form, which is not yet collecting responses, so I can apply changes directly. Your accent #F4A261 is light on white, so I used a darker shade of the same orange for the button label to keep it readable, and applied #1B2A41 to headings. The mobile view fits with no overflow.

Use in RevampKeyRead the full skill →

Asks before writing15 Tally tools

Revise a live Tally form with Claude

Edits a Tally form that people are already answering, checking what each change affects and asking before every write. Nothing changes without your approval.

Use it when

You need to fix a question on a form that is already collecting responses
You want to reorder or remove fields without breaking the conditional logic
You want to check what an edit will do to existing submissions before publishing

Tools it uses

list_workspaces
list_forms
load_form
list_blocks
fetch_submissions
configure_blocks
move_blocks
remove_questions
remove_pages
reposition_questions
reposition_pages
apply_logic
update_settings
set_form_title
publish_form

Example

My registration form is live. Make the company question optional and check that the logic still works.

I found the company question on your registration form and it's currently required. Making it optional affects 1 branch that depends on it, and I checked two paths: one that answers it and one that skips it. Both reach the confirmation page. I'll make the change once you approve it.

Use in RevampKeyRead the full skill →

Get all 5 without copying a file

RevampKey adds the skills when you connect Tally, updates them for you and removes them when you disconnect.

Download RevampKey

How Tally skills work

Connect Tally
The Tally MCP server gives the agent its tools.
Ask in plain words
“Build me a webinar sign-up form: name, work email, company, and whether they want a reminder email.” Each SKILL.md says when it applies, so only the one that fits is loaded.
Approve any change
The agent calls the tools in order, checks its work, and shows you any change before it makes it.

How to install Tally skills

In RevampKey the skills install themselves when you connect Tally. In other tools each skill is one folder with a SKILL.md file, and you also need the Tally MCP server connected there.

About 1 minute · nothing to copy

Download RevampKey for Mac, Windows or Linux and sign in.
Open Connectors and connect Tally. All 5 skills come with it and stay up to date; they go away when you remove the connector.
Ask in plain language, for example “Build me a webinar sign-up form: name, work email, company, and whether they want a reminder email.”
Download RevampKeyConnect Tally · 1 click
Get RevampKey to connect Tally
RevampKey is a free desktop app for Mac, Windows and Linux. Install it, sign in, and Tally is one click away with its skills already attached.
Download RevampKey
Not now? Use the skills in your current tool
for s in essentials build-form-from-brief response-insights-report restyle-form-brand revise-live-form; do curl -fsSL --create-dirs -o .claude/skills/tally-$s/SKILL.md https://revampkey.com/marketplace/tally/skills/$s/SKILL.md done
Other tools

Into this project’s .claude/skills folder

Connect the Tally MCP server in Claude Code.

Run this in your project folder to add all 5 skills:

for s in essentials build-form-from-brief response-insights-report restyle-form-brand revise-live-form; do
  curl -fsSL --create-dirs -o .claude/skills/tally-$s/SKILL.md https://revampkey.com/marketplace/tally/skills/$s/SKILL.md
done

Ask in plain language, for example “Build me a webinar sign-up form: name, work email, company, and whether they want a reminder email.”

Into the shared .agents/skills folder

Connect the Tally MCP server in Cursor.

Run this in your project folder to add all 5 skills:

for s in essentials build-form-from-brief response-insights-report restyle-form-brand revise-live-form; do
  curl -fsSL --create-dirs -o .agents/skills/tally-$s/SKILL.md https://revampkey.com/marketplace/tally/skills/$s/SKILL.md
done

Ask in plain language, for example “Build me a webinar sign-up form: name, work email, company, and whether they want a reminder email.”

Into the shared .agents/skills folder

Connect the Tally MCP server in Codex.

Run this in your project folder to add all 5 skills:

for s in essentials build-form-from-brief response-insights-report restyle-form-brand revise-live-form; do
  curl -fsSL --create-dirs -o .agents/skills/tally-$s/SKILL.md https://revampkey.com/marketplace/tally/skills/$s/SKILL.md
done

Ask in plain language, for example “Build me a webinar sign-up form: name, work email, company, and whether they want a reminder email.”

Into the shared .agents/skills folder

Connect the Tally MCP server in VS Code.

Run this in your project folder to add all 5 skills:

for s in essentials build-form-from-brief response-insights-report restyle-form-brand revise-live-form; do
  curl -fsSL --create-dirs -o .agents/skills/tally-$s/SKILL.md https://revampkey.com/marketplace/tally/skills/$s/SKILL.md
done

Ask in plain language, for example “Build me a webinar sign-up form: name, work email, company, and whether they want a reminder email.”

RevampKey or copy the files?

In RevampKey

One click when you connect Tally
Updated for you when a skill improves
Removed when you disconnect
The MCP server is set up for you
800+ other connectors, same way

Download free

Copy into your project

One command per project
Run it again to get updates
You connect the Tally MCP server yourself
Works in Claude Code, Cursor, Codex and VS Code

See the command

Tally skills FAQ

What is a Tally agent skill?

A SKILL.md file: a short playbook an AI agent loads when your request matches it. Each Tally skill describes one job, which Tally tools to use in which order, what to check first and when to stop and ask you.

Do the Tally skills change anything on their own?

1 of the 5 only read. The others tell the agent to show you the change and wait for a yes before it creates, edits or deletes anything in Tally.

Which tools can use these skills?

Any agent that reads the open Agent Skills format: Claude Code, Cursor, Codex, VS Code with Copilot and RevampKey. In RevampKey they are attached when you connect Tally; elsewhere you copy the folders into your project or skills directory.

Do I need the Tally MCP server too?

Yes. The skills tell the agent how to do the work; the Tally MCP server gives it the tools to do it. The Tally MCP setup guide covers every client.

Tally MCP server setup · This page as Markdown

Put Tally’s best workflows in your agent

Download RevampKey, connect Tally and ask your first question in about a minute.

Download RevampKey Connect Tally · 1 click

All 5 Tally skills

Use the Tally connector safely with Claude

Use it when

Tools it uses

Build a Tally form from a plain-language brief

Use it when

Tools it uses

Report on Tally form responses with AI

Use it when

Tools it uses

Restyle a Tally form to match your brand

Use it when

Tools it uses

Revise a live Tally form with Claude

Use it when

Tools it uses

Get all 5 without copying a file

How Tally skills work

How to install Tally skills

RevampKey or copy the files?

In RevampKey

Copy into your project

Tally skills FAQ

Put Tally’s best workflows in your agent

Skills for related tools