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Dovetail And Claude

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Overview

Supercharge every Claude chat with real customer intelligence. Query your Dovetail workspace, surface relevant insights and verbatim quotes, and ground PRDs, roadmap decisions, or exec updates in real evidence, without ever stepping out of the chat. Dovetail connects to Claude via a remote MCP connector using OAuth, so you just sign in and authorize- no API tokens or manual server configuration needed for Claude.ai.

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Dovetail API scopes granted to Claude:

  • project:read — Read projects
  • project:write — Create and modify projects via API
  • note:read — Read notes/data via API
  • note:write — Create and modify notes and highlights via API
  • insight:read — Read insights/docs via API
  • insight:write — Create and modify insights/docs via API
  • search:read — Search across workspace content via API
  • channel:read — Read channels via API
  • channel:write — Create and modify channels and channel data points via API
  • field:read — Read fields via API
  • contact:read — Read contacts via API
  • contact:write — Create and modify contacts via API
  • user:read — Read workspace users via API
  • file:read — Read files via API

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Connect Dovetail to Claude

Connect 02

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On Claude’s individual plans

  • Sign in to Dovetail with your usual credentials
  • Go to Claude.ai
  • Open Customize → Connectors
  • Click “Connect”
  • Authorize access
    Grant Claude permission to access your Dovetail workspace.
  • Start asking questions
    Claude can now search your workspace, read project insights, and surface customer highlights

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On Claude Team or Enterprise plans

  • An admin first enables Dovetail under Organization settings: Organization settings  → Connectors  → Add → All Available  → Search for Dovetail
  • Users then connect it from Settings → Customize → Connectors
  • Click “Connect”
  • Authorize access
  • Grant Claude permission to access your Dovetail workspace.
  • Start asking questions
  • Claude can now search your workspace, read project insights, and surface customer highlights.

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Using Claude Code

  • Once the connector has been added to your account, it is automatically available in Claude Code. You can confirm it’s ready to use by running the /mcp command in your terminal and checking that Dovetail shows as connected.
To connect to the Dovetail MCP server directly from Claude Code, run this command in your terminal: claude mcp add --transport http dovetail https://dovetail.com/api/mcp

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Using Dovetail in your prompts

Chat 1
  • Open a new chat in Claude.ai.
  • Click [+] on the lower left of the message input to open the tools menu.
  • Select Connectors, then toggle Dovetail on
  • Dovetail indicator will appear next to the input, and Claude will now use your workspace as context for that conversation.

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Example: planning a roadmap

List all insights from the 'Mobile App' project. Group them by theme, identify which pain points come up most across interviews, and suggest what we should prioritize for the next quarter, with a supporting quote for each.

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Example: writing a design brief

Search Dovetail for usability feedback on our onboarding flow. Pull the direct customer quotes describing where people got stuck or confused, then summarize the top three friction points. I want to use these as the brief for a redesign

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Example: preparing a sales pitch

Search Dovetail for customers talking about switching from [Competitor]. Pull the strongest quotes about why they moved to us and what they were frustrated with before, format them as talking points I can drop into a pitch deck.

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Example: preparing for renewals

Find insights in Dovetail mentioning churn risk, adoption blockers, or cancelled accounts. Summarize the common reasons customers disengage, and surface any direct quotes I should reference when preparing for my next round of renewal calls

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Tips

Claude matches against your workspace, so ask it to list projects first if you’re unsure.
The best results come from chaining search, insights, and highlights together, e.g. “Search for ABC, then get the full insight, then pull supporting quotes”.
Ask Claude to search only highlights or only insights if results are too broad.
Results return 20 items at a time. Ask Claude to “get the next page” for more.

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Learn more

Documentation Claude Help Center: Use connectors to extend Claude’s capabilities

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FAQS:

We recommend connecting Dovetail to your MCP tool via an incognito browser by following these steps:
  1. Open an incognito/private browser window
  2. Log into your Dovetail workspace
  3. Log into [Claude / Figma / MCP tool] using the same login method you use for Dovetail
  4. Connect Dovetail
If you are still having issues after following the steps above, please contact our support team via support@dovetail.com and include:
  • A screen recording of the steps above with your browser console logs
  • Confirmation of the integration/tool you’re connecting (Claude, MCP, Figma, etc.)\
Steps to open the console log:
  • Chrome/Edge: Press Ctrl + Shift + I (Windows/Linux) or Cmd + Option + I (macOS)
  • Firefox: Press Ctrl + Shift + K (Windows/Linux) or Cmd + Option + K (macOS).
  • Alternatively, you can right-click on the webpage, select “Inspect” or “Inspect Element,” and navigate to the “Console” tab.