Dovetail MCP Server

Official

Turn a customer research repository into something your assistant can actually query

Local + remotestreamable-httpstdio

What is the Dovetail MCP server?

Connect Dovetail to Claude, Cursor or any other MCP client and it stops being a tab you switch to. Official Dovetail MCP server. Search projects, docs, highlights and Channels feedback, read full markdown content, and create research artifacts from chat. The dovetail mcp server is what makes that connection.

What the server does

Official Dovetail MCP server. Search projects, docs, highlights and Channels feedback, read full markdown content, and create research artifacts from chat.

Installation

Setup follows the usual MCP pattern — install or clone the server, register it in your client's configuration file, restart the client. The configuration blocks on this page cover the common clients.

Available tools

The toolset is worth reading before you wire it up, because it tells you what the integration is really for:

  • search_workspace — Search across every content type in the Dovetail workspace at once
  • get_dovetail_projects — List all projects in the workspace
  • get_project — Fetch a single project by its ID
  • create_project — Create a new Dovetail project
  • list_folders — List folders in the workspace hierarchy
  • get_folder_contents — List everything directly inside a folder
  • list_project_data — List the data entries stored in a project
  • get_data_content — Return a single data entry's content as markdown
  • get_project_highlights — Fetch the highlights captured in a project
  • create_transcript_highlight — Create a highlight anchored to an audio or video transcript
  • list_docs — List all docs in the workspace
  • get_doc_content — Return a doc's full body as markdown

Credentials and setup notes

Configuration is passed through the environment: DOVETAIL_API_TOKEN. Treat anything key-shaped as a real credential — scope it to the minimum the server needs, and rotate it if it ever lands in a shared config.

A Dovetail workspace plus either an MCP client that can complete Dovetail's OAuth flow or a Dovetail API token for bearer auth.

Worth knowing first

  • It runs with your machine's permissions. That is convenient and also the reason to think about what you point it at before you approve a tool call.
  • With 20 tools registered it takes up a noticeable share of the context window; turn it off in projects that never touch Dovetail.
  • Keep per-call confirmation enabled while you learn its behaviour; it is the cheapest safeguard you have.

Where it fits

Plenty of knowledge and memory servers cover similar ground. The differences that matter in practice are scope of access and how much setup stands between you and a working tool call. Dovetail's toolset — search_workspace, get_dovetail_projects, get_project and 17 more — is a fair guide to whether it matches your workflow. It is maintained by Dovetail rather than a third party, which usually means auth handling and breaking changes are dealt with faster.

We check each listing at SyncDev against the project's documentation before it goes live — if something here drifts out of date, it is a bug worth reporting.

What you can do with it

Answer product questions with real evidence

Ask what customers said about a feature and get back highlights and transcript excerpts with links, instead of a recollection from whoever ran the interviews.

Draft research write-ups in place

Have an assistant read a project's highlights and data entries, then create the summary doc directly in Dovetail so the artifact lives where the team expects it.

Triage inbound feedback Channels

Pull the raw data points and derived themes flowing into a Channel, cluster them, and push structured notes back as new channel data.

Prep for a customer call

Look up a contact, retrieve every highlight and doc tied to their account, and get a one-page brief before the meeting starts.

Available tools

ToolWhat it does
search_workspaceSearch across every content type in the Dovetail workspace at once.
get_dovetail_projectsList all projects in the workspace.
get_projectFetch a single project by its ID.
create_projectCreate a new Dovetail project.
list_foldersList folders in the workspace hierarchy.
get_folder_contentsList everything directly inside a folder.
list_project_dataList the data entries stored in a project.
get_data_contentReturn a single data entry's content as markdown.
get_project_highlightsFetch the highlights captured in a project.
create_transcript_highlightCreate a highlight anchored to an audio or video transcript.
list_docsList all docs in the workspace.
get_doc_contentReturn a doc's full body as markdown.
create_docCreate a new doc in a project.
create_commentPost a comment on a doc.
list_channelsList the feedback Channels configured in the workspace.
list_channel_themesList the themes Dovetail has derived for a channel.
create_channel_datumSend a new feedback data point into a channel.
list_contactsList the research contacts in the workspace.
list_tagsList tags scoped to a project.
download_fileGenerate a short-lived presigned download URL for a file attachment.

How to install the Dovetail MCP server

claude mcp add dovetail --transport http https://dovetail.com/api/mcp

Configuration

A Dovetail workspace plus either an MCP client that can complete Dovetail's OAuth flow or a Dovetail API token for bearer auth.

VariableDescriptionRequired
DOVETAIL_API_TOKENDovetail API token, sent as an Authorization: Bearer header. Only needed for clients that cannot do the OAuth browser flow.e.g. dt_live_xxxxxxxxxxxxxxxxOptional

Example prompts to try

  • Search my Dovetail workspace for anything customers said about the onboarding checklist in the last quarter and group it by theme.
  • Read the highlights in project 'Q3 Pricing Discovery' and create a Dovetail doc summarising the three strongest objections, with quotes.
  • List the themes in our Support Feedback channel and tell me which one grew fastest.
  • Find the doc about our activation metrics, read it, and post a comment listing the questions it leaves unanswered.

Frequently asked questions

OAuth is enough for clients that support it — Claude, ChatGPT, Figma and Copilot ship first-party Dovetail integrations, and the endpoint publishes OAuth Protected Resource Metadata so compatible clients can discover the flow automatically. Clients that cannot do that flow need an API token generated in Dovetail and passed as an Authorization: Bearer header.