How to connect Dovetail to Claude Cowork

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Introduction

Cowork is Anthropic's AI agent for knowledge work. Think of it as Claude Code for everything else. It works autonomously with your computer, local files, and applications to accomplish complex tasks.

This guide walks you through the easiest and most secure way to connect your Dovetail account to Cowork via Composio Connect, enabling it to summarize all data points for project X, create a new insight from interview notes, list every contact added this month, and more such actions on your behalf without compromising your account security.

Also integrate Dovetail with

Connecting Dovetail to Claude Cowork

1. Open Customize

In Claude Desktop, click Customize in the left sidebar, then select Connectors and click the + icon at the top.

Claude Desktop connectors screen with Add custom connector selected

2. Add the Composio MCP server

Click Add custom connector and paste in the Composio MCP server URL:

bash
https://connect.composio.dev/mcp
Add custom connector dialog with Composio MCP server URL

3. Authorize in your browser

Click Connect. You'll be redirected to a browser window where you can authorize Composio to continue.

Composio authorization screen for Claude Cowork

4. Connect your Dovetail account

Back in Cowork, ask the agent to connect to Dovetail or give it any Dovetail-related task.

For example, ask Cowork to:

  • "Summarize all data points for project X"
  • "Create a new insight from interview notes"
  • "List every contact added this month"

It will prompt you to authenticate and authorize access.

That's it. Composio's tools are now available in Cowork, and your Dovetail account is ready to use.

What is Claude Cowork?

Claude Cowork is Anthropic's agent for general knowledge work. It can use your computer, files, and connected applications to complete longer-running tasks across your work tools.

With Composio Connect, Cowork can securely access apps like Dovetail through MCP without you sharing account credentials directly with the agent.

What is the Dovetail MCP server, and what's possible with it?

The Dovetail MCP server is an implementation of the Model Context Protocol that connects your AI agent and assistants like Claude, Cursor, etc directly to your Dovetail account. It provides structured and secure access to your research workspace, so your agent can perform actions like creating insights, managing contacts, organizing channels, and retrieving research notes on your behalf.

  • Automated insight creation: Let your agent synthesize findings and store new insights in your Dovetail projects, streamlining your research analysis workflow.
  • Channel and topic management: Easily create, organize, or delete channels and topics to keep your research data structured and accessible.
  • Contact management and retrieval: Automatically add new research contacts or list all contacts in your workspace for better respondent tracking.
  • Research note access: Ask your agent to fetch detailed information about specific notes, giving you instant access to key research materials.
  • Data point recording and classification: Capture and categorize new data points within channels, ensuring every piece of feedback or observation is logged and ready for analysis.

Supported Tools & Triggers

Tools
Create ChannelTool to create a new channel in dovetail.
Create ContactTool to create a new contact in dovetail.
Create Data PointTool to create a data point within a channel.
Create InsightTool to create a new insight in dovetail.
Create TopicTool to create a new topic in a channel.
Delete ChannelTool to delete an existing channel.
Delete TopicTool to delete an existing topic.
Get NoteTool to retrieve details of a specific note.
Get Token InfoTool to get information about the current api token.
List ContactsTool to list all contacts in dovetail.
List DataTool to list data items in dovetail.
List HighlightsTool to list all highlights in dovetail.
List NotesTool to list all notes in dovetail.
List ProjectsTool to list all projects in dovetail.
List TagsTool to list all tags in dovetail.
List User InsightsTool to list insights for a specific user.
Magic SearchTool to perform a magic search across workspace data.
Update TopicTool to update an existing topic.

How to build Dovetail MCP Agent with another framework

FAQ

What are the differences in Tool Router MCP and Dovetail MCP?

With a standalone Dovetail MCP server, the agents and LLMs can only access a fixed set of Dovetail tools tied to that server. However, with the Composio Tool Router, agents can dynamically load tools from Dovetail and many other apps based on the task at hand, all through a single MCP endpoint.

Can I use Tool Router MCP with Claude Cowork?

Yes, you can. Claude Cowork fully supports MCP integration. You get structured tool calling, message history handling, and model orchestration while Tool Router takes care of discovering and serving the right Dovetail tools.

Can I manage the permissions and scopes for Dovetail while using Tool Router?

Yes, absolutely. You can configure which Dovetail scopes and actions are allowed when connecting your account to Composio. You can also bring your own OAuth credentials or API configuration so you keep full control over what the agent can do.

How safe is my data with Composio Tool Router?

All sensitive data such as tokens, keys, and configuration is fully encrypted at rest and in transit. Composio is SOC 2 Type 2 compliant and follows strict security practices so your Dovetail data and credentials are handled as safely as possible.

Used by agents from

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Context
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HubSpot
Agent.ai
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Context
Letta
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HubSpot
Agent.ai
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Entelligence
Rolai

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