Set up your account

This page walks through the dashboard end-to-end — what’s auto-provisioned, where to find things, and the manual steps you need to run before you can ship code against Tally. If you just want to make your first payment as fast as possible, the Quickstart is a more compressed path.

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1. Sign in

Go to tallyforagents.com/login. Authentication is handled by Privy — you can use a passkey, email, or whatever auth method we have enabled. On first sign-in, Tally auto-provisions:

• A Tally account named after your email (you can rename later from the dashboard).
• An ownership membership tying you to the account.
• A single test-mode wallet on Base Sepolia, called “Main Wallet.”

You’ll land on /{your-slug}/overview. The slug is derived from your account name and stays stable.

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2. Tour the dashboard

The sidebar is the canonical navigation. Every page lives at /{slug}/{tab}. The mode badge in the sidebar shows whether you’re viewing test-mode or live-mode resources. Today every session is in test mode — see Test mode and live mode.

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3. Fund your test wallet

Until your wallet has USDC, nothing useful happens. Get testnet USDC from Circle’s faucet:

1. Copy your Main Wallet’s address from the dashboard (Wallets → Main Wallet → copy address).
2. Paste it into the faucet, select Base Sepolia, request USDC.
3. Refresh the wallet detail page. Balance updates within seconds.

The inbound watcher runs on every dashboard load, so anything sent to the wallet gets attributed automatically.

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4. Create an API key

API keys authenticate your server to Tally. From API keys → New key:

1. Confirm you’re in test mode (sidebar badge).
2. Click New key. Copy the key — tly_test_… — exactly once. We don’t show it again.
3. Store it in your secret manager. For local development, .env.local is fine:
   TALLY_API_KEY=tly_test_…
   

The key is account-scoped and mode-scoped. A tly_test_ key can only see test-mode resources; same for live. When you eventually need to rotate the key, the dashboard has a Rotate action that mints a new key while keeping the old one valid for 24 hours, so your fleet can roll over without downtime. See API keys for the full lifecycle.

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5. (Optional) Set up a webhook endpoint

If you’re building anything that reacts to payments confirming or USDC arriving, register a webhook now so the wire-up is tested before you need it in anger. From Webhooks → New endpoint:

1. Enter the URL events should POST to. For local development, use ngrok or similar to expose a local server.
2. Pick the events you want. Start with payment.confirmed and payment.failed if you’re not sure.
3. Copy the signing secret (whsec_test_…) — also shown exactly once.

See Webhooks for the signature verification pattern, retry semantics, and the SDK helper.

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6. (Optional) Invite team members

If you’re not working solo, Account settings → Members lets you invite collaborators with one of four roles:

• owner — full access.
• admin — full access except ownership transfer and account closure.
• developer — manage API keys, agents, and webhooks.
• viewer — read-only.

See Accounts for what each role can do.

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You’re done

After steps 1-4 you can write code against Tally. After 5 you can react to events. After 6 you can collaborate. Where to go next:

• Quickstart — first payment in code.
• How Tally works — the mental model, end to end.
• Concepts — deep dives, starting with Wallets.