Connect Tally to apps with Zapier or Composio

Your Connection Belongs To You

A Zapier or Composio connection gives Tally tools from apps outside LedgerHQ. Every connection belongs to the firm member who added it. Tally loads it only in that member's conversations and user-started background work.

Other firm members cannot use, inspect, or inherit your connection. They add their own connection if they need outside-app tools. Two people may each connect the same shared mailbox or calendar through their own Zapier accounts.

Connect Zapier

Open Firm settings > Connections, or open Tally Settings > My connections. Choose the Zapier tab.

1. Create an MCP server at mcp.zapier.com.
2. Choose the apps and actions your Tally may use, then connect each app in Zapier.
3. Enter a connection name, paste the server URL, and click Connect.

The server URL may contain a secret. LedgerHQ encrypts the full URL and never shows or returns it after setup. The connection card displays only its safe hostname, health, apps, and tool count.

LedgerHQ tests the server before saving it. Refresh tools performs a fresh probe and updates the displayed apps and actions. Remove revokes the connection and its saved connected-app defaults immediately.

Connect Composio

Choose Composio on the same Connections page. Check the connection name and supplied Composio server URL, then select Connect. Composio opens for you to sign in and approve access. Return to LedgerHQ to see the connected apps and tools.

Tally can use Composio to find an app action and guide you through any additional authorization that app needs. Keep access within the accounts and actions you intend Tally to use.

Only one Composio connection is added per person. If it is already connected, use Refresh tools, or remove it before connecting a different Composio account. This app connection is separate from the personal OpenAI connection under Automation.

Personal Defaults Across Sessions

You can tell Tally, “Always use this calendar,” “Use this inbox by default,” or similar first-person preferences. Tally saves the exact resource and connection as your personal preference. A new conversation under your login receives that default. Another employee's Tally does not.

If the connection is removed or the resource disappears, Tally asks you to choose a replacement instead of silently switching to someone else's account.

Files From Connected Apps

Drive files and email attachments pulled through your connection stay as private evidence in your Tally conversation. They do not appear in firm Files, company Files, mobile Files, search, email pickers, or Tally Service downloads.

They enter shared Files only when you explicitly ask Tally to save the file to an authorized firm or company location.

Scope A Message To One App

Type / at the start of the Tally composer to see apps from your own connections. Choose one to keep the conversation focused on that app. Remove the app chip when you are finished.

When A Connection Stops Answering

The card shows an error when a connection stops answering. Reauthorize the affected app, or check its server setup, then use Refresh tools. An unavailable personal connection does not stop unrelated Tally bookkeeping work.

REST And MCP

• REST: GET/POST /api/v1/tally/personal-mcp-connections and GET/DELETE /api/v1/tally/personal-mcp-connections/{id}.
• MCP: manage_tally_connections with list, probe, create, and delete.

Both surfaces always use the authenticated user. Neither accepts a target owner or returns the full URL, encrypted credential, message contents, or attachment contents.