How to integrate Dovetail MCP with Codex

Connect Codex 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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Api Key

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

Codex is one of the most popular coding harnesses out there. And MCP makes the experience even better. With the Dovetail MCP integration, Codex can create and update notes and insights, import research files, search your workspace, list highlights and tags, and export docs, all without leaving the terminal or the app, whichever you prefer.

For exact tool slugs and parameter tables, see the tool catalog in the Composio docs.

Also integrate Dovetail with

Why use Composio?

Apart from a managed and hosted MCP server, you will get:

  • CodeAct: A dedicated workbench that allows GPT to write its code to handle complex tool chaining. Reduces to-and-fro with LLMs for frequent tool calling.
  • Large tool responses: Handle them to minimise context rot.
  • Dynamic just-in-time access to 20,000 tools across 1700+ other Apps for cross-app workflows. It loads the tools you need, so GPTs aren't overwhelmed by tools you don't need.

How to install Dovetail MCP in Codex

Run the setup command

Run this command in your terminal to add the Composio MCP server to Codex.

Terminal

It will initiate the authentication in a browser window, authorize Codex to access your Composio account.

Composio authentication page

(Optional) Authenticate with OAuth

To authenticate manually, run the login command to open a browser window and authorize Codex to access your Composio account.

bash
codex mcp login composio

Verify the connection

Run codex mcp list to confirm Composio appears as a registered MCP server.

bash
codex mcp list

Codex App

Codex App follows the same approach as VS Code.

  1. Click ⚙️ on the bottom left → MCP Servers → + Add servers → Streamable HTTP:
  2. Fill the header and Key fields with { "x-consumer-api-key" = "ck_*******" }.
  3. The Key is the Composio API key, that you can find on dashboard.composio.dev
  4. Click on Authenticate and authorize Codex to your Composio account and you're all set.
Codex App MCP setup
  1. Restart and verify if it's there in .codex/config.toml
bash
[mcp_servers.composio]
url = "https://connect.composio.dev/mcp"
http_headers = { "x-consumer-api-key" = "ck_*******" }

Try it

Ask Codex for a Dovetail task. The first time, Composio asks you to connect your Dovetail account.

For example, ask it to:

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

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.

Conclusion

You've successfully integrated Dovetail with Codex using Composio's MCP server. Now you can interact with Dovetail directly from your terminal, VS Code, or the Codex App using natural language commands.

Key benefits of this setup:

  • Seamless integration across CLI, VS Code, and standalone app
  • Natural language commands for Dovetail operations
  • Managed authentication through Composio
  • Access to 20,000+ tools across 1700+ apps for cross-app workflows
  • CodeAct workbench for complex tool chaining

Next steps:

  • Try asking Codex to perform various Dovetail operations
  • Explore cross-app workflows by connecting more toolkits
  • Build automation scripts that leverage Codex's AI capabilities
TOOLS

Supported Tools

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

Create Channel

Create a Dovetail channel for a specified type of customer feedback, optionally placing it in a folder.

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

Create a topic in a Dovetail channel using a channel ID, title, and description.

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

Retrieve metadata for a specific Dovetail doc by ID, including its fields, project, folder, files, and publication status.

Get File

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

Get Folder

Retrieve a specific Dovetail folder by ID, returning its title, creation date, and parent folder information.

Get Insight

Retrieve metadata for a specific Dovetail insight by ID, including its project, folder, custom fields, files, and publication status.

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

List insights in a Dovetail workspace with optional project and publication-status filters, sorting, and cursor-based pagination.

List Notes

List notes in Dovetail workspace with optional pagination and sorting.

List Projects

List projects in a Dovetail workspace using cursor-based pagination.

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.

FAQ

Frequently asked questions

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