get_file
Get File
Retrieve a file by its ID. Files are attachments associated with various entities (notes, data, insights, docs) in Dovetail.
get_file
Retrieve a file by its ID. Files are attachments associated with various entities (notes, data, insights, docs) in Dovetail.
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 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
Create or update a research contact (participant/customer) in Dovetail. Contacts represent people involved in research activities.
list_projects
List research projects in the Dovetail workspace. Supports filtering by title and folder, with pagination and sorting options.
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 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
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
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
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
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
Retrieve a specific document with its full content and metadata. Optionally export as HTML or Markdown.
get_project
Retrieve details of a specific research project by its ID.
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
Retrieve a specific research note with its full content, fields, and metadata. Optionally export the note as HTML or Markdown.
list_contacts
List all research contacts (participants/customers) in the workspace, or retrieve a specific contact by ID.
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 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
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 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 entries in the Dovetail workspace. Supports filtering by project, folder, title, and date range, with pagination and sorting.
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 a new research project in Dovetail. Projects are the primary organizational unit for grouping related notes, data, and insights.
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
Create, update, or delete a topic within a feedback channel. Topics define categories for classifying feedback data points within a channel.
list_notes
List research notes across the Dovetail workspace. Supports filtering by title, content, author, and date range, with pagination and sorting.
get_insight
Retrieve a specific insight with full details. Optionally export the insight as HTML or Markdown.
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.
Common questions about connecting Dovetail to AI agents with Metorial.