Rally MCP connector

• Action Build study Creates a new study or edits an existing one, draft or live, and hands back its whole configuration - name, incentive, target, consent, and more. On a live study most fields still change, but anything recruiting has already touched locks progressively as it goes (the incentive…
• Action Build screener Writes or revises the qualifying questions for an interview or unmoderated-test study, applying feedback one change at a time, and returns the full question list with its qualify/disqualify logic. Survey studies use survey questions instead - screeners don't apply there.
• Action Build survey Writes or revises a survey study's own questions - the ones every participant answers, not qualification criteria - and returns the resulting set. Only applies when the survey's questions live in Rally's own builder; a survey handed off to an external tool is edited there…
• Search Search survey connectors Lists which external survey tools (Qualtrics, SurveyMonkey, Typeform) this workspace has connected, or finds a specific survey within one of them, for a survey study whose questions live outside Rally.
• Action Map question properties Matches a screener or survey's questions to existing fields on people's profiles, so answers are saved there automatically. It only connects to fields the workspace already has - it never creates new ones.
• Search Search properties Looks up the custom and built-in fields the workspace tracks about people, including what values each one allows. Useful before writing questions or personalizing outreach.
• Get Get consent forms Lists the consent forms available in the workspace, so one can be attached to a study.
• Search Search study templates Lists the templates a study can be created from, and whether each belongs to the whole workspace or one team.
• Search Search studies Searches every study you can access - active, paused, closed, or never launched - and returns each one's recruiting progress.
• Get Get study Pulls the full detail on one study: its configuration, screener, status, and recruiting progress.
• Action Check recruiting feasibility Checks whether a described audience can be found in the workspace's own people, returning a match estimate and a recommendation - recruit from the panel, or import a list because the data isn't there yet. Where a paid external panel is available and could help, it's surfaced…
• Action Build recruiting Turns a chosen selection of people into a plan to review before anything moves - the daily send size and the invitation exactly as participants will see it - for a study recruiting from the workspace's own people or its public sign-up link. This planning step doesn't apply to…
• Start Start recruiting Takes an approved plan live: adds the selected people and queues the first round, or switches a sign-up link on. Nothing sends until that first round is separately approved. For a paid external panel, this is what publishes the study once its cost sheet is confirmed.
• Action Build external panel audience Sets who a paid external panel (Respondent or User Interviews) should recruit - the audience type, participant time commitment, and targeting criteria - and returns a running cost estimate. Locks once recruiting has started. Only User Interviews gives a reach estimate before…
• Search Search external panel targeting options Looks up exactly what a paid external panel can target and the specific options available for each criterion, so targeting can be set precisely.
• Action Review external panel launch The final check before launching a paid external panel: whether it's ready, what's blocking it, and the full itemized cost. This doesn't launch anything itself - going live still needs confirmation on Rally's cost sheet.
• Search Search people Searches the workspace's people from a plain description and returns how many matched, which fields it filtered on, and a sample. While recruiting for a specific study, the count narrows to who can actually be added to it.
• Search Search participants Lists a study's participants and where each stands - invited, screening, done, and so on - with filters for stage, status, or quota group.
• Get Get person Pulls one person's full profile: contact info, custom field values, notes, and past study ratings.
• Get Get study participant Pulls one participant's full picture on a study: screener answers, consent status, quota group, and their latest interview booking.
• Add Add people to study Adds people to a study, draft or live, from a saved selection or a specific list. Nothing is sent and no outreach starts - they simply arrive ready to be reached.
• Delete Remove participants from study Takes someone off a study's participant list. Only works for people who haven't engaged yet or whose involvement ended without a result - anyone who has gone further stays, since removing them would take their research record along too.
• Import Import people Imports people - pasted rows or a staged file - into a chosen population, optionally straight onto a study. Runs as a background job rather than finishing instantly, and newly imported people may not show up in a search right away.
• Import Import people from upload An older, narrower way to import a staged file of people into a population; the current import tool covers this case too. Same background-job behavior - it may take a moment, and a search run right after can miss some of the new people.
• Upload Prepare file upload The first step in importing people from a file already on your computer: stages it so its contents can then be imported.
• Create Create population Creates a new named group of people to import into or to serve as the destination for a public sign-up link.
• Search Search populations Looks up an existing named population or panel by name.
• Action Append note to participant Adds a note to a participant, always on top of what's already there and never replacing it.
• Update Update participants Moves participants between a live study's quota groups, or removes someone from their group, once quotas are set up. Applies immediately, no approval needed.
• Action Draft message Composes a one-off message - like a thank-you note - for a specific group on a live study, without touching the study's saved templates, and returns a preview to review before sending. Not available for a study recruiting through a paid external panel, where the provider owns…
• Action Preview message Renders a study's saved email, or a drafted one-off message, exactly as a participant would see it - with their real name and details when one is specified. Doesn't send or change anything.
• Send Send message Proposes sending the study's invitation, or a drafted one-off message, to a specific group. This never sends anything directly - it creates a decision that still needs approval in Rally before anything goes out.
• Action Edit study message template Rewrites one of a study's saved emails - invitation, screener invite, booking confirmation, reminders, and more - and returns it rendered as participants will see it. Applies to future sends on live studies too, but never changes a message that's already gone out or one…
• List List study message templates Lists every saved email and text reminder configured on a study.
• Get Get study message tokens Looks up the dynamic placeholders - names, dates, incentive amounts, links - available for a given study email, so edits use them instead of hardcoded text.
• Search Search email sender addresses Lists the personal and team addresses available to send from.
• List List message campaigns Lists a study's email sends - invitations, screener follow-ups, and more - most recent first, with delivery counts for each.
• Pause Pause message campaign Pauses one email send so it stops going out further, without affecting the rest of the study. Reversible.
• Resume Resume message campaign Picks a paused email send back up where it left off.
• Cancel Cancel message campaign Permanently drops an email send's remaining, not-yet-sent invitations - this can't be undone, unlike pausing.
• Get Get study email activity Reports everything a study has emailed and what's still waiting to go out, broken down by purpose - invitations, screening, scheduling, incentives - with delivery and open counts. An email with no confirmed opens may still have been opened; only a confirmed open counts as one.
• Get Get participant email activity Reports one participant's full email history on a study - what was sent, delivered, opened, or bounced.
• Set Set screener qualification Marks one or many participants qualified or not qualified, including overriding what the screener itself decided. Applies immediately with no approval step, since it's easy to reverse - it only sets qualification, and doesn't notify anyone or touch scheduling or incentives.
• Action Decide external panel applicants Approves or rejects applicants waiting for review on a study recruiting through a paid external panel; approving invites them at the provider. Always previews the decisions first and asks for confirmation before committing.
• Search Search interviews Finds interview sessions across your team, one person's day, or a single study's whole schedule. A day's results include cancelled and no-show sessions along with completed ones.
• Get Get interview Pulls the full detail on one interview: who's attending, the observer room, and any recording, summary, or transcript access.
• Search Search availability Finds a study's open interview slots and which hosts are free in each.
• Action Schedule interview Books a new interview for a participant already on a study, with you as host, previewing the booking before it's confirmed.
• Action Reschedule interview Moves a booked interview to a new time, previewing the change and open slots first, and notifies the participant once confirmed.
• Cancel Cancel interview Cancels a booked interview and notifies everyone involved.
• Action Mark attendance Records whether a participant showed up or no-showed for a specific session, after a preview confirms the resulting status.
• Action Change interview host Swaps the host on a booked interview while keeping the time and participant the same, after a preview and confirmation.
• Add Add interview guest Adds someone else to a booked interview, either as a speaking participant or a silent observer - silent observing requires the study to have an observer room set up.
• Get Get my availability Shows your own default weekly interview hours, timezone, and daily/weekly booking caps - or a teammate's, to see when they're free.
• Update Update my availability Changes your own default interview hours, caps, timezone, or how your calendar limits bookings. Applies across every study you host, not a single one.
• Action Log custom incentive Records a study's configured custom reward - swag, credits, anything handled outside Rally - against participants and marks them paid, after a preview and confirmation. Recording isn't the same as delivering it; that part happens elsewhere.
• Resend Resend incentive Re-sends a gift-card or cash incentive's redemption email when someone never received it or lost it. Doesn't apply to custom incentives.
• Cancel Cancel incentive Stops an unclaimed incentive from reaching someone. Not available once past the cancellation window, or when a paid external panel is the one paying.
• Get Get raw transcript Retrieves the full spoken transcript of a recorded interview, with who said what and when, for quoting or close reading.
• Search Search study responses Returns screener or survey answers for a study, matched to their questions, per person who submitted.
• Pause Pause study Pauses a live study: invitations and new bookings stop, already-booked sessions stand. Reversible.
• Resume Resume study Picks a paused study back up, restarting invitations and bookings.
• Close Close study Ends a study's recruiting for good - invitations and new bookings stop permanently, though already-booked sessions still happen. This can't be undone.
• Get Get current user Returns your own profile: name, role, workspace, and team memberships.
• Search Search teams Looks up the teams in the workspace, for assigning a study or template to one.
• Search Search users Looks up a teammate by name or email, to assign them as a host, guest, or observer.
• Search Search pending decisions Lists what's waiting on your decision for a study - a send, an incentive, anything else pending - with a link to review, edit, or decline each one in Rally.
• Get Get research playbook Looks up Rally's own step-by-step method for a common research task, like prepping for an interview or designing a screener, so the work that follows it follows Rally's standard approach.

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