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.

92 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.

add_workspace_context_docChanges dataCreate a new doc. Required: id. API summary: Add workspace context doc.
create_channelChanges dataCreate a new channel. Required: title or content type. Search channels first to avoid duplicates. API summary: Create channel.
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_data_2Changes dataCreate a new data. Required: text, channel id or timestamp. Search data first to avoid duplicates. API summary: Create data point.
create_dataset_dataChanges dataCreate a new data for a dataset. Required: text or timestamp. Search data first to avoid duplicates. API summary: Create data point on a dataset.
create_docChanges dataCreate a new doc. Required: id. API summary: Add project context doc.
create_doc_messageChanges dataCreate a new message for a doc. Required: body. Search messages first to avoid duplicates. API summary: Create doc comment.
create_documentChanges dataCreate a new document. Required: project id or title. API summary: Import file to data.
create_document_postChanges dataCreate a new document. Required: name, type or size. API summary: Initiate a large (multipart) file upload.
create_fieldChanges dataCreate a new field. Required: field set type, label or type. Search fields first to avoid duplicates. API summary: Create field.
create_folderChanges dataCreate a new folder. Required: title. Search folders first to avoid duplicates. API summary: Create folder.
create_highlightChanges dataCreate a new highlight. Required: note id, start time or end time. Search highlights first to avoid duplicates. API summary: Create transcript highlight.
create_keywordChanges dataCreate a new keyword. Required: keywords. API summary: Add project context keywords.
create_messageChanges dataCreate a new message. Required: project id. Search messages first to avoid duplicates. API summary: Create note.
create_projectChanges dataCreate a project with a `title`, optionally in a `folder_id` or from a `template_id`.
create_project_workspace_field_groupChanges dataCreate a new workspace field group for a project. Required: workspace field group id. API summary: Link workspace field group.
create_resolveChanges dataCreate a new resolve. API summary: Resolve comment thread.
create_tagChanges dataCreate a tag with a `title`, optionally in a `project_id` or `tag_board_id`.
create_topicChanges dataCreate a new topic. Required: title, description or channel id. API summary: Create topic.
create_transcript_audioChanges dataCreate a new audio for a transcript. Required: file id. API summary: Attach audio.
create_transcript_utteranceChanges dataCreate a new utterance for a transcript. Required: speaker label or words. API summary: Add utterance.
create_unresolveChanges dataCreate a new unresolve. API summary: Unresolve comment thread.
delete_channelDeletesPermanently delete a channel by channel id. Destructive action; may require approval. API summary: Delete channel.
delete_contactDeletesPermanently delete a contact by contact id. Destructive action; may require approval. API summary: Delete contact.
delete_dataDeletesPermanently delete a data by data id. Destructive action; may require approval. API summary: Delete data.
delete_docDeletesPermanently delete a doc by doc id. Destructive action; may require approval. API summary: Remove project context doc.
delete_doc_deleteDeletesPermanently delete a doc by doc id. Destructive action; may require approval. API summary: Delete doc.
delete_doc_messageDeletesPermanently delete a message by message id. Destructive action; may require approval. API summary: Delete doc comment.
delete_fieldDeletesPermanently delete a field by field id. Destructive action; may require approval. API summary: Delete field.
delete_folderDeletesPermanently delete a folder by folder id. Destructive action; may require approval. API summary: Delete folder.
delete_keywordsMoves moneyPermanently delete a keyword by project id. Financial or irreversible action; may require approval. API summary: Remove project context keywords.
delete_messageDeletesPermanently delete a message by message id. Destructive action; may require approval. API summary: Delete note.
delete_projectDeletesPermanently delete a project by project id. Destructive action; may require approval. API summary: Delete project.
delete_topicDeletesPermanently delete a topic by topic id. Destructive action; may require approval. API summary: Delete topic.
download_documentDownload the document for a document. API summary: Download a file.
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_channelGet one channel by channel id. API summary: Get channel.
get_contactGet one contact by `contact_id`.
get_dataGet one data item by `data_id`, with its title, fields and metadata.
get_data_2Get one data by datum id. API summary: Get data point.
get_docGet one doc by doc id. API summary: Get doc.
get_doc_exportGet one export for a doc by type. API summary: Export doc.
get_doc_messageGet one message for a doc by message id. API summary: Get doc comment.
get_documentGet one document by document id. API summary: Get file by id.
get_fieldGet one field by field id. API summary: Get field.
get_folderGet one folder by folder id. API summary: Get folder.
get_highlightGet one highlight by `highlight_id`, with its text and tags.
get_messageGet one message by message id. API summary: Get note.
get_message_exportGet one export for a message by type. API summary: Export note.
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.
get_userGet one user by user id. API summary: Get user.
import_file_to_docChanges dataCreate a new document. Required: title. API summary: Import file to doc.
import_file_to_noteChanges dataCreate a new document. Required: project id, title or url. API summary: Import file to note.
list_channel_themesList themes for a channel. Optional filters: sort. Results are paginated. API summary: List channel themes.
list_contactsList contacts (research participants), optionally filtered by `name`.
list_contextsList contexts. API summary: Get workspace context.
list_dataList data items (research notes such as interviews and documents), filtered by `project_id`, `folder_id`, `title` or `created_at`.
list_doc_messagesList messages for a doc. Optional filters: sort or include text range. Results are paginated. API summary: List doc comments.
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_project_contextsList contexts for a project. API summary: Get project context.
list_projectsList projects, optionally filtered by `title` or `folder_id`.
list_tagsList tags, filtered by `project_id` or `tag_board_id`.
list_templatesList templates. Optional filters: sort. Results are paginated. API summary: List project templates.
list_usersList workspace users, optionally filtered by `name` or `email`.
rename_projectChanges dataChange a project's `title` by `project_id`.
search_boardsSearch boards by sort or filter. Use this to find existing boards before creating a new board. Results are paginated. API summary: List tag boards.
search_channel_dataSearch data for a channel by filter or sort. Use this to find existing data before creating a new data. Results are paginated. API summary: List channel data points.
search_channelsSearch channels by filter or sort. Use this to find existing channels before creating a new channel. Results are paginated. API summary: List channels.
search_fieldsSearch fields by sort or filter. Use this to find existing fields before creating a new field. Results are paginated. API summary: List fields.
search_messagesSearch messages by filter or sort. Use this to find existing messages before creating a new message. Results are paginated. API summary: List notes.
search_v2Changes dataCreate a new search. Required: options. API summary: Search V2.
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.
submit_documentVisible to othersComplete a document (file id). Has effects visible outside this system. API summary: Finalize a single-PUT file upload.
submit_document_completeVisible to othersComplete a document (file id). Has effects visible outside this system. API summary: Finalize a large (multipart) file upload.
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_channelChanges dataUpdate an existing channel identified by channel id. Only the fields you pass are changed. API summary: Patch channel.
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`.
update_docChanges dataUpdate an existing doc identified by doc id. Only the fields you pass are changed. API summary: Patch doc.
update_doc_messageChanges dataUpdate an existing message identified by message id. Only the fields you pass are changed. API summary: Update doc comment.
update_fieldChanges dataUpdate an existing field identified by field id. Only the fields you pass are changed. API summary: Update field.
update_folderChanges dataUpdate an existing folder identified by folder id. Only the fields you pass are changed. API summary: Patch folder.
update_messageChanges dataUpdate an existing message identified by message id. Only the fields you pass are changed. API summary: Patch note.
update_topicChanges dataUpdate an existing topic identified by topic id. Only the fields you pass are changed. API summary: Patch topic.
update_transcriptChanges dataUpdate an existing transcript identified by data id. API summary: Set transcript from download URL.
upload_documentChanges dataUpload a document. API summary: Initiate a single-PUT file upload.

Set up in three steps

1
Pick the app
Create a free HeyMyApps 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 HeyMyApps 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 HeyMyApps 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?

HeyMyApps 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 HeyMyApps connection. Your MCP link stays the same.