Tallyfor's API lets your firm automate workflows, connect external tools, and plug Tallyfor into AI assistants. Everything lives in Integrations → Developer: "Manage API keys, configure webhooks, and connect AI tools to your Tallyfor data."
Create an API key
Go to Integrations → Developer (owner/admin only).
Use the Viewing: Live / Test toggle to choose key mode — Live for production, Test for sandbox use.
Click Create New Live Key (or the Test equivalent) and give it a descriptive name.
Copy the key — it's masked in the list afterward.
Each key shows its creation date, last-used time, and expiration, with badges for status (e.g., LIVE, EXPIRED, LEGACY). Actions per key: Revoke, Rotate, and Logs to inspect recent API activity. With Audit Trail enabled, API activity also appears in your firm's audit trail attributed to the key by name.
Connect AI tools (MCP)
The Connect with AI section lets you use the Tallyfor API as tools in Claude, ChatGPT, Cursor, or any MCP-compatible client. Pick your client (Claude Desktop, Claude Code, ChatGPT / OpenAI, Cursor / Other) and follow the setup steps shown — you'll paste a small config containing your API key (requires Node.js 18+ for the Claude Desktop path).
Webhooks (Beta)
Webhooks let external services be notified when events happen in Tallyfor. Click Create Webhook, configure your endpoint and the events you want, then use the per-endpoint actions: Enable/Disable, Rotate (signing secret), Logs (recent deliveries), and Test (send a sample event). Verify payloads with the signing secret.
