Connect Dovetail to AI agents

Connect Dovetail to Claude, Codex, Cursor, or other AI agents for your entire team. Metorial security, governance, observability, and gives your team a unified Magic MCP url to connect.

Supported Tools

get_file

Get File

Retrieve a file by its ID. Files are attachments associated with various entities (notes, data, insights, docs) in Dovetail.

browse_folders

Browse Folders

Navigate the workspace folder hierarchy. List folders (optionally filtered by parent folder), get folder details, or browse a folder's contents (projects, docs, channels, etc.).

import_file

Import File

Import a file from a public URL into Dovetail as a note, data entry, insight, or document. Video and audio files will be automatically transcribed after upload. The URL must be publicly accessible and provide a direct file download.

manage_contact

Manage Contact

Create or update a research contact (participant/customer) in Dovetail. Contacts represent people involved in research activities.

list_projects

List Projects

List research projects in the Dovetail workspace. Supports filtering by title and folder, with pagination and sorting options.

add_channel_data_point

Add Channel Data Point

Submit a feedback data point to a channel for AI-powered analysis and topic classification. Use this to ingest individual pieces of feedback (e.g., a support ticket, app review, or survey response) into a channel.

list_docs

List Documents

List documents in the Dovetail workspace. Supports filtering by project, folder, and title, with pagination and sorting. Can also list documents for a specific user.

manage_note

Manage Note

Create, update, or delete a research note in Dovetail. Notes capture interview summaries, research observations, and qualitative data. Use this to create new notes with content and fields, update existing note content, or delete notes (moved to trash for 30 days).

manage_doc

Manage Document

Create, update, or delete a document in Dovetail. Documents are used for research reports or standalone documentation. Supports setting title, content, and custom fields.

search

Search

Perform a semantic search (Magic Search) across the entire Dovetail workspace. Searches highlights, notes, insights, channels, themes, and tags simultaneously using natural language queries.

manage_channel

Manage Channel

Create, update, or delete a feedback channel in Dovetail. Channels organize feedback streams from sources like support tickets, app reviews, NPS feedback, etc. Also supports managing topics within channels and adding data points.

get_doc

Get Document

Retrieve a specific document with its full content and metadata. Optionally export as HTML or Markdown.

get_project

Get Project

Retrieve details of a specific research project by its ID.

manage_data

Manage Data

Create, update, or delete data entries in Dovetail. Data entries store structured research data like survey responses or feedback. Supports associating data with projects.

get_note

Get Note

Retrieve a specific research note with its full content, fields, and metadata. Optionally export the note as HTML or Markdown.

list_contacts

List Contacts

List all research contacts (participants/customers) in the workspace, or retrieve a specific contact by ID.

list_insights

List Insights

List insights across the Dovetail workspace, or list insights for a specific user. Insights represent key findings from research activities.

list_tags

List Tags

List tags used for qualitative coding and thematic analysis, or retrieve a specific tag by ID. Tags represent themes, pain points, feature requests, or categories applied to highlights.

summarize

Summarize

Generate an AI-powered summary (Magic Summarize) of research content. Provide IDs of highlights, notes, insights, themes, and/or tags to include in the summary. Optionally include citations linking back to source content.

list_highlights

List Highlights

List highlights across the workspace, or retrieve a specific highlight by ID. Highlights are annotated excerpts from research data tied to tags or themes.

list_data

List Data

List data entries in the Dovetail workspace. Supports filtering by project, folder, title, and date range, with pagination and sorting.

manage_insight

Manage Insight

Create, update, or delete an insight in Dovetail. Insights represent key findings and conclusions from research. Supports publishing/unpublishing and managing contributors.

create_project

Create Project

Create a new research project in Dovetail. Projects are the primary organizational unit for grouping related notes, data, and insights.

list_channels

List Channels

List feedback channels in the workspace, or retrieve a specific channel with its topics by ID. Channels aggregate feedback from different sources.

manage_topic

Manage Topic

Create, update, or delete a topic within a feedback channel. Topics define categories for classifying feedback data points within a channel.

list_notes

List Notes

List research notes across the Dovetail workspace. Supports filtering by title, content, author, and date range, with pagination and sorting.

get_insight

Get Insight

Retrieve a specific insight with full details. Optionally export the insight as HTML or Markdown.

More integrations teams use with Dovetail

Linear

Create, read, update, and delete issues across teams with support for priorities, labels, assignees, due dates, and workflow states. Manage projects that group related issues, and organize work into time-boxed cycles (sprints). Create and manage documents, comments, and file attachments. Search issues using vector similarity or rich filters. Configure teams, workflow states, and labels. Track customers and link them to issues. Subscribe to real-time webhooks for changes to issues, projects, cycles, comments, documents, and more.

GitHub

Manage repositories, issues, and pull requests. Create and configure branches, star repositories, review code, and merge changes. Automate CI/CD workflows with GitHub Actions, manage workflow runs, secrets, and artifacts. Track issues with labels, milestones, and assignees. Search across code, repositories, issues, and users. Manage organizations, teams, and memberships. Create and manage projects, gists, packages, deployments, and environments. Access security alerts including code scanning, secret scanning, and Dependabot alerts. Read and write file contents in repositories. Manage webhooks, notifications, and codespaces.

Sharepoint

Manage SharePoint sites, document libraries, lists, and files. Create, read, update, and delete lists and list items with custom columns. Upload, download, move, copy, and version files in document libraries. Search across sites, files, folders, lists, and list items using Microsoft Search. Manage permissions at site, list, and item levels with granular access control. Define and manage content types and site columns. Subscribe to webhooks for list and library change notifications. Retrieve site properties and search for sites across Microsoft 365.

Salesforce

Manage CRM data including Accounts, Contacts, Leads, Opportunities, Cases, and custom objects. Create, read, update, and delete records. Query data using SOQL and search across objects using SOSL. Perform bulk data operations for large-scale imports, exports, and migrations. Execute composite requests to batch multiple operations in a single API call. Access analytics, reports, and dashboards. Manage files and attachments associated with records. Interact with Chatter feeds, posts, and groups for social collaboration. Subscribe to real-time change events via Change Data Capture and Platform Events. Manage org metadata including custom objects, fields, layouts, and workflows. Query data using GraphQL for precise data retrieval across related objects.

Microsoft Outlook

Send, read, reply to, forward, and manage email messages in user mailboxes. Organize messages into folders, apply categories, flags, and importance levels. Manage file and item attachments. Create, update, delete, and respond to calendar events and meetings. Find available meeting times, manage attendees, handle recurrence, and work with shared or delegated calendars. Create, read, update, and delete contacts, organize them into contact folders, and manage contact photos. Manage tasks and task lists via Microsoft To Do, including due dates, reminders, recurrence, and checklist items. Subscribe to webhook notifications for changes to messages, calendar events, and contacts. Support for Focused Inbox, @-mentions, mail tips, send-on-behalf, and send-as capabilities.

Airtable

Create, read, update, and delete records in Airtable bases and tables. Manage base schemas including creating tables and fields. Filter records using formulas, sort by fields, and scope queries to specific views. Upsert records to find, create, or update in a single call. Upload attachments to records, read and write record comments, list accessible bases, and receive real-time base change events through webhooks.

Technical notes for Dovetail

Manage user research projects, notes, and qualitative data in Dovetail. Create and organize research projects, notes, insights, highlights, and documents. Tag and code qualitative data for thematic analysis. Manage research contacts and feedback channels with topics and data points. Import and export files across entities. Search across workspace data using AI-powered semantic search and generate AI summaries of research findings. Navigate workspace folders and retrieve attached files.

Connect Dovetail to production AI agents

See how Metorial gives Dovetail access the governance, tracing, and security controls teams need.

Frequently asked questions

Common questions about connecting Dovetail to AI agents with Metorial.

  1. Can Metorial connect Dovetail to AI agents?
    Yes. Metorial connects AI agents to Dovetail through a governed integration layer, so teams can use the provider while keeping access controlled and observable.
  2. Metorial is MCP compatible and lets teams expose approved provider tools to MCP-capable agents and clients through a controlled access layer.
  3. Metorial applies policies across users, groups, providers, agents, and individual tools, then records the context around every agent interaction.
  4. Yes. Metorial records provider activity so teams can inspect tool calls, troubleshoot integrations, and give security teams the visibility they need.