Integration · Productivity

Connect Claude & ChatGPT to Dovetail

Ask your AI what customers have said about a topic, and it searches your Dovetail workspace across notes, highlights, insights, tags and themes. It can generate a summary with citations, read the full text of an interview, and add new notes, projects, tags and contacts. Research questions get answered from what your team has already collected.

Connect Dovetail free

Free plan, no credit card. Takes about a minute.

Try asking

“What have customers said about onboarding?”
The AI searches the workspace for onboarding across notes, highlights and insights and shows what it finds.
“Summarize the highlights tagged Pricing, with citations.”
It finds the tag, collects its highlights and generates a summary with references back to the sources.
“Give me the full transcript of the interview with Acme.”
It finds the data item and exports its content as markdown so you can read or quote it.

What your AI can do

Search and summaries

Search the whole workspace by topic and generate AI summaries of chosen notes, highlights, insights, tags or themes, with citations.

Projects and notes

List, create and rename projects, add and update data items, and export an interview or note as HTML or markdown.

Tags, highlights and contacts

Create tags, tag highlights, and list, create and update research participants.

“Create a project called Q3 churn interviews.”
It creates the project, optionally in a folder or from a template you name.
“Add these call notes to the Q3 churn interviews project.”
It creates a new data item in that project with a title and your notes as content.
“Tag highlight 5f2 with Pricing and Onboarding.”
It looks up the tag IDs and adds both tags to the highlight.

25 tools for Dovetail

These tools are switched on when you connect. You can switch any of them off, or require your approval before it runs.

create_contactChanges dataCreate a contact with `name`, `email` and optional `fields`.
create_dataChanges dataCreate a data item in a project (`project_id`) with a `title`, text `content` and optional `fields`.
create_projectChanges dataCreate a project with a `title`, optionally in a `folder_id` or from a `template_id`.
create_tagChanges dataCreate a tag with a `title`, optionally in a `project_id` or `tag_board_id`.
export_dataExport a data item's content as `html` or `markdown` by `data_id`. Use this to read the full text of an interview or note.
get_contactGet one contact by `contact_id`.
get_dataGet one data item by `data_id`, with its title, fields and metadata.
get_highlightGet one highlight by `highlight_id`, with its text and tags.
get_projectGet one project by `project_id`.
get_tagGet one tag by `tag_id`.
get_token_infoGet information about the connected API key and the workspace it belongs to.
list_contactsList contacts (research participants), optionally filtered by `name`.
list_dataList data items (research notes such as interviews and documents), filtered by `project_id`, `folder_id`, `title` or `created_at`.
list_folder_contentsList the projects and items inside a folder by `folder_id`.
list_foldersList folders, optionally filtered by `title` or `parent_folder_id`.
list_highlightsList highlights, filtered by `project_id`, `tag_id` or date.
list_projectsList projects, optionally filtered by `title` or `folder_id`.
list_tagsList tags, filtered by `project_id` or `tag_board_id`.
list_usersList workspace users, optionally filtered by `name` or `email`.
rename_projectChanges dataChange a project's `title` by `project_id`.
search_workspaceChanges dataSearch across the workspace with a text `query`, optionally narrowed with `filter` to notes, highlights, insights, tags, themes or channels. Use this to find research on a topic.
summarize_researchChanges dataGenerate an AI summary of specific research items: pass IDs in `note_ids`, `highlight_ids`, `insight_ids`, `tag_ids` or `theme_ids`; set `with_citations` to include references.
tag_highlightChanges dataAdd tags (`tag_ids`) to a highlight by `highlight_id`.
update_contactChanges dataUpdate a contact's `name`, `email` or `fields` by `contact_id`.
update_dataChanges dataUpdate a data item's `title` or `fields` by `data_id`.

Set up in three steps

1
Pick the app
Create a free PipMCP account and choose Dovetail from the app list.
2
Paste your key
Paste a Dovetail personal API key. In Dovetail, click your avatar at the top right, open Account settings and create a personal API key with a clear label. Copy it right away, because it is shown only once and expires after 30 days.
3
Add the link to your AI
You get a personal MCP link. Add it to Claude, ChatGPT or Cursor:
1. Click your name, then Settings › Connectors › Add custom connector.
2. Paste your link as the Remote MCP server URL.
3. Switch it on from the + menu in a chat.

Questions

What can the AI do in Dovetail?

It can search the workspace, generate summaries with citations, and read projects, folders, data items, highlights, tags, contacts and users. It can create projects, data items, tags and contacts, update data items and contacts, rename projects, add tags to highlights and export a data item as HTML or markdown.

Does the AI see my Dovetail credentials?

No. You paste your Dovetail API key into PipMCP once. It is encrypted at rest, never shown to the AI and never shown again after you save it. The AI only gets the results of the tools you have switched on.

Can I control what the AI is allowed to do?

Yes. Switch on only the tools you want, for example search and summaries without creating anything. Actions that write to your workspace can require your approval before they run. Every tool call is logged.

Does it work with ChatGPT?

Yes. In ChatGPT, open Settings › Apps & Connectors › Advanced, turn on Developer mode and add your PipMCP link. Developer mode needs a paid ChatGPT plan: Plus, Pro, Business or Enterprise. The same link also works in Claude (Settings › Connectors › Add custom connector), Cursor and other MCP clients.

What does it cost?

PipMCP has a free plan, and you do not need a credit card to start. Paid plans are billed per completed task. You connect your own Dovetail account.

What happens when my Dovetail API key expires?

Dovetail personal API keys expire after 30 days. When that happens, create a new key in Account settings and paste it into your PipMCP connection. Your MCP link stays the same.