Tally Python API Docs | dltHub
Build a Tally-to-database pipeline in Python using dlt with AI Workbench support for Claude Code, Cursor, and Codex.
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Tally API is a REST API that allows users to programmatically interact with Tally forms and submissions. The REST API base URL is https://api.tally.so and All requests require a Bearer token for authentication..
dlt is an open-source Python library that handles authentication, pagination, and schema evolution automatically. dlthub provides AI context files that enable code assistants to generate production-ready pipelines. Install with uv pip install "dlt[workspace]" and start loading Tally data in under 10 minutes.
What data can I load from Tally?
Here are some of the endpoints you can load from Tally:
| Resource | Endpoint | Method | Data selector | Description |
|---|---|---|---|---|
forms | v1/forms | GET | items | Returns a paginated array of form objects. |
form_by_id | v1/forms/{id} | GET | Returns a single form by its ID with all its blocks and settings. | |
form_submissions | v1/forms/{id}/submissions | GET | submissions | Returns a paginated array of form submission objects. |
submission_by_id | v1/forms/{form_id}/submissions/{submission_id} | GET | Returns a single submission by its ID. |
How do I authenticate with the Tally API?
Authentication to the Tally API requires an Authorization header with a Bearer token. The token should be included in requests as 'Authorization: Bearer '.
1. Get your credentials
To create an API key: 1. Go to settings > API keys. 2. Click on the "Create API key" button. 3. Store your API key as you won't be able to see it again. 4. Use your API key as a bearer token: Authorization: Bearer tly-xxxx.
2. Add them to .dlt/secrets.toml
[sources.tally_source] token = "your_api_key_here"
dlt reads this automatically at runtime — never hardcode tokens in your pipeline script. For production environments, see setting up credentials with dlt for environment variable and vault-based options.
How do I set up and run the pipeline?
Set up a virtual environment and install dlt:
uv venv && source .venv/bin/activate uv pip install "dlt[workspace]"
1. Install the dlt AI Workbench:
dlt ai init --agent <your-agent> # <agent>: claude | cursor | codex
This installs project rules, a secrets management skill, appropriate ignore files, and configures the dlt MCP server for your agent. Learn more →
2. Install the rest-api-pipeline toolkit:
dlt ai toolkit rest-api-pipeline install
This loads the skills and context about dlt the agent uses to build the pipeline iteratively, efficiently, and safely. The agent uses MCP tools to inspect credentials — it never needs to read your secrets.toml directly. Learn more →
3. Start LLM-assisted coding:
Use /find-source to load data from the Tally API into DuckDB.
The rest-api-pipeline toolkit takes over from here — it reads relevant API documentation, presents you with options for which endpoints to load, and follows a structured workflow to scaffold, debug, and validate the pipeline step by step.
4. Run the pipeline:
python tally_pipeline.py
If everything is configured correctly, you'll see output like this:
Pipeline tally_pipeline load step completed in 0.26 seconds 1 load package(s) were loaded to destination duckdb and into dataset tally_data The duckdb destination used duckdb:/tally.duckdb location to store data Load package 1749667187.541553 is LOADED and contains no failed jobs
Inspect your pipeline and data:
dlt pipeline tally_pipeline show
This opens the Pipeline Dashboard where you can verify pipeline state, load metrics, schema (tables, columns, types), and query the loaded data directly.
Python pipeline example
This example loads forms and form_submissions from the Tally API into DuckDB. It mirrors the endpoint and data selector configuration from the table above:
import dlt from dlt.sources.rest_api import RESTAPIConfig, rest_api_resources @dlt.source def tally_source(token=dlt.secrets.value): config: RESTAPIConfig = { "client": { "base_url": "https://api.tally.so", "auth": { "type": "bearer", "token": token, }, }, "resources": [ {"name": "forms", "endpoint": {"path": "v1/forms", "data_selector": "items"}}, {"name": "form_submissions", "endpoint": {"path": "v1/forms/{id}/submissions", "data_selector": "submissions"}} ], } yield from rest_api_resources(config) def get_data() -> None: pipeline = dlt.pipeline( pipeline_name="tally_pipeline", destination="duckdb", dataset_name="tally_data", ) load_info = pipeline.run(tally_source()) print(load_info)
To add more endpoints, append entries from the resource table to the "resources" list using the same name, path, and data_selector pattern.
How do I query the loaded data?
Once the pipeline runs, dlt creates one table per resource. You can query with Python or SQL.
Python (pandas DataFrame):
import dlt data = dlt.pipeline("tally_pipeline").dataset() sessions_df = data.forms.df() print(sessions_df.head())
SQL (DuckDB example):
SELECT * FROM tally_data.forms LIMIT 10;
In a marimo or Jupyter notebook:
import dlt data = dlt.pipeline("tally_pipeline").dataset() data.forms.df().head()
See how to explore your data in marimo Notebooks and how to query your data in Python with dataset.
What destinations can I load Tally data to?
dlt supports loading into any of these destinations — only the destination parameter changes:
| Destination | Example value |
|---|---|
| DuckDB (local, default) | "duckdb" |
| PostgreSQL | "postgres" |
| BigQuery | "bigquery" |
| Snowflake | "snowflake" |
| Redshift | "redshift" |
| Databricks | "databricks" |
| Filesystem (S3, GCS, Azure) | "filesystem" |
Change the destination in dlt.pipeline(destination="snowflake") and add credentials in .dlt/secrets.toml. See the full destinations list.
Troubleshooting
Rate Limits
To ensure fair usage and maintain service quality, the Tally API limits requests to 100 per minute.
Ensure that the API key is valid to avoid 401 Unauthorized errors. Also, verify endpoint paths and parameters to avoid 404 Not Found errors.
Next steps
Continue your data engineering journey with the other toolkits of the dltHub AI Workbench:
data-exploration— Build custom notebooks, charts, and dashboards for deeper analysis with marimo notebooks.dlthub-runtime— Deploy, schedule, and monitor your pipeline in production.
dlt ai toolkit data-exploration install dlt ai toolkit dlthub-runtime install
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