Dovetail MCP server

Connect Dovetail to Claude, ChatGPT, Cursor, Claude Code, Codex, Gemini, GitHub Copilot and any other MCP client, for your whole team. Metorial adds security, governance, and tracing, and gives everyone one Magic MCP URL to connect.

What you can do with the Dovetail MCP server

Ask your agent in plain language. Each of these maps to a real tool on the server.

  • Use the get file tool in Dovetail
  • Use the browse folders tool in Dovetail
  • Use the import file tool in Dovetail
  • Use the manage contact tool in Dovetail
  • Use the list projects tool in Dovetail
  • Use the add channel data point tool in Dovetail

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. Create notes with initial content and fields, update titles and custom fields, 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 initial content, title changes, and custom fields.

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 document metadata and custom fields. Optionally prepare its full content as a downloadable HTML or Markdown file.

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 research note metadata and custom fields. Optionally prepare its full content as a downloadable HTML or Markdown file.

list_contacts

List Contacts

List a page of 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. The legacy insight API is retained for compatibility; prefer manage_doc for new documents.

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 title and date filters. Content filtering uses full-text search with an opaque nextCursor and does not support sort.

get_insight

Get Insight

Retrieve insight metadata through the retained legacy API. Prefer get_doc for new workflows. Optionally prepare a downloadable HTML or Markdown file.

get_token_info

Get Token Info

Verify the current API token and retrieve its ID and workspace subdomain. This endpoint identifies the token and workspace rather than a user profile.

manage_project

Manage Project

Update a research project title or delete a project. Call list_projects to discover the project ID. Deleted projects are moved to trash and can be restored within 30 days.

get_data

Get Data

Retrieve research data metadata and custom fields by ID. Optionally prepare its full content as a downloadable HTML or Markdown file.

Connect Dovetail to your AI client

Every client uses the same Magic MCP URL, and so does any other MCP client. Add it once and sign in with SSO.

  1. Enable Dovetail in Metorial. In your Metorial portal, enable the Dovetail MCP server and sign in with the account that owns the data. Access stays governed by your team policies.
  2. Add a custom connector. Open Customize, then Connectors. Select Add, then Custom, then Web.
  3. Paste your Metorial MCP URL. Name it Metorial, paste your Magic MCP URL (<your-magic-mcp-url>) and continue.
  4. Sign in. Select Add and sign in to load Dovetail tools.

Run Dovetail through the Metorial gateway

One governed layer for every app your agents reach, not a separate connector per tool.

  • Give Dovetail and every other app to your whole team through one MCP gateway, behind your SSO.
  • Scope which teams and agents can use Dovetail tools with role-based access control, and trace every call.
  • Prefer to run it yourself? Metorial is open source and self-hostable.

More integrations teams use with Dovetail

Notion

Create, read, update, and archive pages and databases in a Notion workspace. Manage blocks (paragraphs, lists, headings, embeds, etc.) within pages. Query databases with filters and sorts across rich property types including text, numbers, dates, selects, relations, and formulas. Search across pages and databases by title. Add and read comments on pages and blocks. Upload files to pages. Manage workspace users and retrieve user profiles.

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.

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. Manage org metadata including custom objects, fields, layouts, and workflows. Query data using GraphQL for precise data retrieval across related objects.

Sharepoint

Manage SharePoint sites, document libraries, lists, and files. Create, read, update, and delete lists and list items with custom columns. Resolve site users to numeric Person/Group LookupId values. 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. Retrieve site properties and search for sites across Microsoft 365.

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.

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.

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.

Frequently asked questions

Common questions about connecting Dovetail to AI agents with Metorial.

  1. How many tools does the Dovetail MCP server have?
    The Dovetail MCP server exposes 30 tools, including Get File, Browse Folders, Import File. Each one is governed and traced through Metorial.
  2. Dovetail exposes tools your agents call on demand; it does not publish event triggers yet. Everything still runs through one governed MCP URL.
  3. Any MCP client, including VS Code, Windsurf, Zed, OpenCode and Grok. Each one reaches the Dovetail MCP server through the same Metorial URL.
  4. Use role-based access control to decide which teams, users, and agents can use Dovetail and which of its tools they can call.
  5. Yes. Metorial is open source, so you can run the Dovetail MCP server yourself or use the hosted gateway.

Connect Dovetail to production AI agents

See how Metorial gives your team governed access to Dovetail, with tracing and security controls built in.