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How to connect Dovetail to Claude

Connect Claude Web, Desktop and Cowork to Dovetail MCP. Summarize all data points for project x, create a new insight from interview notes, and more using natural language, with authentication handled for you.

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Dovetail is a research analysis platform for transcript review and insight generation. It helps teams code interviews, analyze feedback, and create actionable research summaries.

51 Tools

Introduction

Claude is Anthropic's AI assistant, available on the web, in the desktop app, and on mobile. Cowork is its agent for knowledge work, and it runs on all of those surfaces too. Connected to your apps, Claude can work with your files and services to accomplish complex tasks on your behalf.

This guide walks you through the easiest and most secure way to connect your Dovetail account to Claude 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.

Setup is the same on Claude Web, Desktop, and Cowork, and you only need to do it once. The connector is tied to your account, so it's available in all three.

Also integrate Dovetail with

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Connecting Dovetail to Claude Web, Desktop, and Cowork

Two ways to add the Composio connector. Pick whichever you prefer.

1. Add with one click

Click the button. Claude opens with the Composio connector filled in. Click Add, then go to step 2.

Add to Claude

Add manually

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

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

2. 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 Web, Desktop, and Cowork

3. Connect your Dovetail account

Back in Claude, ask it to connect to Dovetail or give it any Dovetail-related task.

For example, ask Claude 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 Claude, and your Dovetail account is ready to use.

What is the Dovetail Claude Connector, 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.

Troubleshooting

1. Why does Claude not use the Composio connector for Dovetail?

The connector can show as connected, but Claude must use it in each Dovetail conversation.

  • Click + at the lower left of the chat, or type /.
  • Hover Connectors.
  • Turn on Composio.
  • Ask Claude to connect to Dovetail again.

2. Why does Claude show an MCP server error before Dovetail connects?

Claude can show Couldn't reach the MCP server or Authorization with the MCP server failed when you add the connector for Dovetail.

  • Check that the connector URL is https://connect.composio.dev/mcp.
  • Connectors run from Anthropic's cloud, so your device network is usually not the problem.
  • Add the connector again from Customize > Connectors, then ask Claude to connect Dovetail.
  • If it fails again, send the error and the ofid_ reference id to support@composio.dev.

3. Why does the Dovetail authorization link not work?

The Composio connector is one server. Your Dovetail account connects separately when Claude asks for it.

  • If the browser does not open, or the link expires, ask Claude to retry the Dovetail connection.
  • Composio creates a fresh Dovetail authorization link.
  • Open that link in your browser and finish the Dovetail sign-in.

4. Why do Dovetail actions fail after they worked before?

The Dovetail connection can expire or lose permission.

  • Ask Claude to inspect the Dovetail connection.
  • If the connection is unhealthy, disconnect it when Claude prompts you.
  • Reconnect the Dovetail account and retry the action.
  • If Claude shows a permission prompt, approve it before Claude changes data in Dovetail.
  • If the action still fails with a permission error, check that the connected account has that permission in Dovetail itself.

5. How do I switch to a different Dovetail account?

Claude can manage the Dovetail connection for you.

  • Ask Claude to disconnect or delete the current Dovetail account.
  • Ask Claude to connect Dovetail again.
  • Open the new Composio authorization link for Dovetail.
  • Sign in with the other Dovetail account in the browser.
  • After the account connects, ask Claude to retry the Dovetail task.

6. Why is my Dovetail connection missing in Claude Desktop or on a Team plan?

The connector belongs to your Claude account, so your Dovetail connection works in Claude Web, Desktop, and Cowork.

  • In Claude Desktop, open Customize > Connectors.
  • Next to Composio, click ⋮ and click Clear cache.
  • If Dovetail tools still do not appear, click ⋮, disconnect, remove the connector, and add it again.
  • On Team or Enterprise, an Owner or Primary Owner must enable the connector before you can connect Dovetail.
TOOLS

Supported Tools

Every Dovetail action and event your agent gets out of the box.

Create Channel

Creates a new channel in Dovetail to organize and collect feedback data.

Create Contact

Tool to create a new contact in Dovetail.

Create Data

Tool to create a data item in a Dovetail project with text content, title, and/or structured fields.

Create Data Point

Tool to create a data point within a channel.

Create Doc

Tool to create a doc in a Dovetail project with text content, title and/or custom fields.

Create Insight

Creates a new insight in Dovetail to store synthesized research findings, observations, or conclusions.

Create Note

Tool to create a note in a Dovetail project with text content, title and/or custom fields.

Create Project

Tool to create a new project in your Dovetail workspace.

Create Topic

Tool to create a new topic in a Dovetail channel.

Delete Channel

Tool to delete an existing channel.

Delete Data

Tool to delete an existing data item.

Delete Doc

Tool to delete an existing doc.

Delete Insight

Tool to delete an existing insight.

Delete Note

Tool to delete an existing note.

Delete Topic

Tool to delete an existing topic.

Export Data

Tool to export data in HTML or Markdown format.

Export Doc

Tool to export a doc in HTML or Markdown format.

Export Insight

Tool to export an insight in HTML or Markdown format.

Export Note

Tool to export a note from Dovetail in HTML or Markdown format.

Get Contact

Tool to retrieve details of a specific contact.

Get Data

Tool to retrieve details of a specific data item by ID.

Get Doc

Tool to retrieve details of a specific doc by ID.

Get File

Tool to retrieve details of a specific file by its ID.

Get Folder

Tool to retrieve details of a specific folder.

Get Insight

Tool to retrieve details of a specific insight by ID.

Get Note

Tool to retrieve details of a specific note.

Get Project

Tool to retrieve details of a specific project.

Get Token Info

Retrieves information about the current API token, including its unique identifier and the associated workspace subdomain.

Import Data File

Tool to import a public URL of a file as new data in Dovetail.

Import Doc File

Tool to import a public file URL as a new doc in Dovetail.

Import Insight from File

Tool to import a file from a public URL as a new insight in Dovetail.

Import Note File

Tool to import a file from a public URL as a new note in Dovetail.

List Contacts

Retrieves a paginated list of contacts from a Dovetail workspace.

List Data

Tool to list data items in Dovetail.

List Docs

Tool to list docs in a Dovetail workspace with optional filtering, sorting, and pagination.

List Folders

Tool to get a list of folders associated with a workspace.

List Highlights

List highlights from your Dovetail workspace with optional filtering and pagination.

List Insights

Tool to get a list of insights associated with a workspace.

List Notes

List notes in Dovetail workspace with optional pagination and sorting.

List Projects

Tool to list all projects in Dovetail.

List Tags

List all tags in the authenticated Dovetail workspace.

List User Docs

Tool to get a list of docs associated with a user in Dovetail.

List User Insights

List personal insights for a user in Dovetail.

Magic Search

Tool to perform a magic search across workspace data.

Update Channel

Tool to update an existing channel's title or context.

Update Contact

Tool to update an existing contact in Dovetail.

Update Data

Tool to update a data item in Dovetail.

Update Doc

Tool to update a doc in Dovetail.

Update Insight

Updates an existing insight in Dovetail, allowing you to modify the title and custom fields.

Update Note

Tool to update an existing note in Dovetail.

Update Topic

Tool to update an existing topic.

FRAMEWORKS

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Claude Code logo

Claude Code

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OpenAI Agents SDK logo

OpenAI Agents SDK

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Claude Agent SDK logo

Claude Agent SDK

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Codex logo

Codex

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OpenClaw logo

OpenClaw

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Hermes logo

Hermes

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Atomic Agent logo

Atomic Agent

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Google ADK logo

Google ADK

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LangChain logo

LangChain

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Vercel AI SDK logo

Vercel AI SDK

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Mastra AI logo

Mastra AI

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LlamaIndex logo

LlamaIndex

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CrewAI logo

CrewAI

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Pydantic AI logo

Pydantic AI

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AutoGen logo

AutoGen

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FAQ

Frequently asked questions

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.

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.

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.

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.

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