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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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Supported capabilities

ToolDescription
get_dovetail_projectsList all projects in your workspace
search_workspaceSearch across all content
list_project_insightsList and read insights
get_project_insightBrowse and read insights
get_insight_contentExport a full insight as markdown
list_project_dataList project data
get_project_dataAccess project data
get_data_contentExport a data item (transcript, note) as markdown
get_project_highlightsGet highlights for a project
list_channelsList all channels in your workspace
get_channelGet a channel’s details and topics

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Connect Dovetail to Claude

Connect 02
On Claude 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
 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.
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.

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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