Dovetail MCP server

Creates a new channel in Dovetail to organize and collect feedback data. Channels are containers for specific types of customer feedback such as app reviews, NPS responses, churn reasons, product reviews, or support tickets. Use this to set up a new data collection source before importing feedback data.

channels.create

Tool to create a data point within a channel. Use after capturing new content to record and classify it in Dovetail.

channels.createDataPoint

Tool to create a new topic in a Dovetail channel. Requires channel_id, title, and description. Use to organize feedback within channels by creating themed discussion topics.

channels.createTopic

Tool to delete an existing channel. Use when you need to remove a channel and move it to the project's trash (restorable for 30 days). Confirm the channel ID before calling.

channels.delete

Tool to delete an existing topic. Use when you have confirmed the topic ID and want to move it to trash (restorable for 30 days). Example: "Delete topic with ID 123e4567-e89b-12d3-a456-426614174000."

channels.deleteTopic

Tool to update an existing channel's title or context. Use after confirming the channel ID and fields to change.

channels.update

Tool to update an existing topic. Use after confirming the topic ID and fields to change. Example: "Update topic with id 123... to have title 'New'".

channels.updateTopic

Tool to create a data item in a Dovetail project with text content, title, and/or structured fields. Use when you need to capture and store research data, interview notes, or other content in a project.

data.create

Tool to delete an existing data item. Use when you have confirmed the data ID and want to move it to trash (restorable for 30 days). Example: "Delete data with ID 1tFfvvAmYPCLUqb9zO8dgN."

data.delete

Tool to export data in HTML or Markdown format. Use when you need to retrieve a formatted version of data items from Dovetail.

data.export

Tool to retrieve details of a specific data item by ID. Use when you have confirmed the data ID and need full metadata including custom fields, files, and project information from Dovetail.

data.get

Tool to import a public URL of a file as new data in Dovetail. Use when you need to add external files to a project.

data.importFile

Tool to list data items in Dovetail. Use when you need to retrieve, filter, sort, or paginate through your workspace data. Supports filtering by created_at (date range), project_id, and title. Results can be sorted by created_at or title. Uses cursor-based pagination with configurable page size.

data.list

Tool to update a data item in Dovetail. Use when you need to modify the title or fields of an existing data item.

data.update

Tool to create a note in a Dovetail project with text content, title and/or custom fields. Use when you need to document research notes, store interview findings, or create structured content within a project. The note content is stored but not returned in the response.

notes.create

Tool to delete an existing note. Use when you have confirmed the note ID and want to move it to trash (restorable for 30 days).

notes.delete

Tool to export a note from Dovetail in HTML or Markdown format. Use when you need to retrieve the full content of a note in a specific export format.

notes.export

Tool to retrieve details of a specific note. Use when you have confirmed the note ID and need full note metadata from Dovetail.

notes.get

Tool to import a file from a public URL as a new note in Dovetail. Use when you need to create a note by importing content from an accessible file URL (PDF, video, audio, etc.).

notes.importFile

List notes in Dovetail workspace with optional pagination and sorting. Use this tool to retrieve notes from your Dovetail workspace. Supports pagination for large result sets and sorting options. Returns note metadata including IDs, titles, timestamps, and associated project information.

notes.list

Tool to update an existing note in Dovetail. Use when you need to modify a note's title, content, or custom fields. Example: "Update note 8IFq5LEC6hV1Vgsu0jPNJ with new title 'Q1 Review'".

notes.update

Tool to create a new contact in Dovetail. Use when you need to register a contact before logging interactions.

contacts.create

Tool to retrieve details of a specific contact. Use when you have confirmed the contact ID and need full contact metadata from Dovetail.

contacts.get

Retrieves a paginated list of contacts from a Dovetail workspace. Returns contact IDs, names, creation timestamps, and custom fields. Use cursor-based pagination (limit + start_cursor) to navigate large contact lists efficiently.

contacts.list

Tool to update an existing contact in Dovetail. Use when you need to modify a contact's name, email, or custom fields.

contacts.update

Tool to create a new project in your Dovetail workspace. Use when you need to create a project to organize research data.

projects.create

Tool to retrieve details of a specific project. Use when you have confirmed the project ID and need full project metadata from Dovetail.

projects.get

Tool to list all projects in Dovetail. Use after authenticating with a valid workspace token when you need to retrieve the full project list.

projects.list

Tool to retrieve details of a specific folder. Use when you have confirmed the folder ID and need full folder metadata from Dovetail.

folders.get

Tool to get a list of folders associated with a workspace. Use when you need to retrieve folder hierarchy, search for folders by title, or navigate the folder structure with pagination support.

folders.list

Tool to retrieve details of a specific file by its ID. Use when you need file metadata, download URL, or processing status from Dovetail.

files.get

List highlights from your Dovetail workspace with optional filtering and pagination. Use this action to retrieve highlights that have been created across your notes and projects. Supports filtering by project or note, and cursor-based pagination for large result sets.

highlights.list

Tool to perform a magic search across workspace data. Use when you need to retrieve relevant highlights, notes, insights, channels, themes, or tags by query.

search.magicSearch

List all tags in the authenticated Dovetail workspace. Returns tag details including title, color, highlight count, and timestamps. Supports pagination for workspaces with many tags.

tags.list

Retrieves information about the current API token, including its unique identifier and the associated workspace subdomain. Use this to verify which workspace the token belongs to.

token.getInfo