Add Tally forms to WordPress with an AI assistant

This guide uses Embed for Tally 1.1.0 or newer, our free plugin for Tally forms. Tested on 1 October 2026 with WordPress 7.1, MCP Adapter 0.6.1 and Claude Code.

From version 1.1.0, Embed for Tally can work with AI assistants such as Claude. Once your site is connected, you can type “add my contact form to the About page” and the assistant does it for you.

What the assistant can do

Embed for Tally gives a connected assistant three abilities:

• Get the embed code for a Tally form, as an inline form, a popup or a slide-in. This changes nothing on your site.
• Add a form to a post or page, at the end or after a heading you name.
• List the posts and pages that contain a Tally form, with the form IDs.

It can’t delete anything, change your settings, or read form submissions. Submissions stay in Tally.

What you need

• WordPress 6.9 or newer
• Embed for Tally 1.1.0 or newer
• The MCP Adapter plugin (see step 2)
• An AI assistant that supports MCP. This guide uses Claude Code.

MCP is the standard that lets an assistant talk to other software. The MCP Adapter is the piece that connects WordPress to it.

Step 1: Turn it on in Embed for Tally

The feature is off until you choose it.

1. Go to Tally Forms → Advanced.
2. Under AI assistants, turn on Let AI assistants use Embed for Tally.
3. Click Save changes.

Step 2: Install the MCP Adapter

The MCP Adapter is an official WordPress project. It isn’t in the plugin directory yet, so download it from GitHub:

1. Open the MCP Adapter’s releases on GitHub and download mcp-adapter.zip from the latest release.
2. In WordPress, go to Plugins → Add Plugin → Upload Plugin, choose the zip, then install and activate it.

If you use Elementor: recent Elementor versions switch your site’s MCP connection off until you turn MCP on in Elementor. Go to Elementor → Elementor MCP and turn it on. If you skip this, the assistant can’t find the abilities.

Step 3: Create an application password

The assistant signs in as a WordPress user. It gets that user’s rights and nothing more, so pick a user who is allowed to edit the pages you want changed.

1. Go to Users → Profile.
2. Under Application Passwords, type a name such as “AI assistant” and click Add Application Password.
3. Copy the password. WordPress shows it once.

You can revoke it on the same screen at any time. That cuts the assistant off at once. Application passwords need a site that runs on HTTPS.

Step 4: Connect your assistant

Your site’s MCP address is:

https://example.com/wp-json/mcp/mcp-adapter-default-server

Replace example.com with your own domain.

The assistant sends your username and application password with each request, joined with a colon and encoded. To make that value, run this in a terminal, with your own username and password:

printf 'yourusername:xxxx xxxx xxxx xxxx xxxx xxxx' | base64

Then add the site to Claude Code, pasting the result after Basic:

claude mcp add --transport http my-site https://example.com/wp-json/mcp/mcp-adapter-default-server --header "Authorization: Basic PASTE_RESULT_HERE"

Start a new Claude Code session afterwards. Other assistants that support MCP ask for the same two things in their settings: the address and the Authorization header.

Working on your own computer instead? If WordPress runs on the same machine as the assistant and you have WP-CLI, you don’t need a password. The assistant can start the connection itself:

claude mcp add my-site -- wp --path=/path/to/wordpress mcp-adapter serve --server=mcp-adapter-default-server --user=yourusername

Step 5: Ask

Name your site’s connection in the first request. If you don’t, the assistant may try something else, such as reading your public pages one by one. In these examples the connection is called my-site.

• “Using my-site, what can you do with Tally forms?” It lists the three abilities.
• “Give me the embed code for my Tally form abc123 as a popup.” You get block markup and a shortcode to paste yourself.
• “Which pages have a Tally form?” It lists them with their form IDs.
• “Add the form abc123 to the end of the Contact page.” The form is added to the page.
• “Add the form abc123 after the heading ‘Get in touch’ on the About page, as a slide-in.” The form is added right after that heading.

The first answer should come back within a few seconds. If the assistant is busy for minutes, it isn’t using the connection. Stop it and ask again with the connection’s name.

Is it safe?

• It follows WordPress permissions. The assistant can only add a form to a post that its user is allowed to edit.
• It never changes your existing content. A form is added; nothing is rewritten or removed.
• Every change is a revision. Open the page, go to revisions, and restore the earlier version if you don’t like the result.
• It only accepts Tally forms. A link that isn’t a Tally form is refused.
• You can switch it off. Turn off the setting from step 1, or revoke the application password.

If it doesn’t work

• The assistant can’t find the abilities. Check the switch from step 1, and Elementor’s MCP switch if you use Elementor.
• “Not allowed” or 401. The application password is wrong, was revoked, or the site isn’t on HTTPS.
• The assistant can’t add a form to a page. Its user can’t edit that page. Use a user with the right role.
• The assistant is slow or reads your site page by page. Name the connection in your request.

Questions are welcome in the support forum.