# Dovetail MCP for AI Agents AI Agent Connect

> Dovetail MCP connects your user research data to your AI agent. It lets you manage projects, organize interview notes, and surface insights without leaving your workspace. Use it to query past studies, publish new findings, and coordinate with your research team.

## Overview
- **Category:** productivity
- **Price:** Free
- **Endpoint:** https://edge.vinkius.com/vk_preview_hVTgsqNAgmoJp8Qrirwk0DwiBhsWQG2TxYiDPcWH/ai-agent-connect
- **Tags:** dovetail, user-research, insights-management, notes-api, ux-research, research-automation, interviews-tracking, mcp

## Description

Managing qualitative research usually means digging through folders and scrolling past hours of transcripts to find a single usable insight. Dovetail MCP changes that by giving your AI agent direct access to your user research workspace. You can ask your agent to summarize a specific usability test, find all mentions of a specific pain point across multiple projects, or quickly spin up a new research note with the right formatting. It handles the heavy lifting of data retrieval so you can focus on making sense of what users are actually telling you. You can pull together a summary for a stakeholder meeting or check who is on the team without any extra effort. When you find this in the Vinkius catalog, you'll see how it fits into your broader research stack. It turns your research repository into a searchable, actionable knowledge base where the best bits of user feedback are always just a prompt away. You can move from a raw interview to a published insight in a fraction of the time it takes to do it manually. No more copy-pasting between tabs or losing track of which project a specific piece of feedback belongs to. Your agent becomes a research librarian that knows all notes and all project details you've ever saved. It's about moving from data collection to actual analysis without the friction of manual navigation.

## Tools

### create_insight
Add a new research insight to your records. It's the best way to save specific findings for later use.

### create_note
Make a new research note for an interview or test. You can specify if it should be in HTML or Markdown format.

### get_project_details
Get the specific goals and participant info for a project. This gives your agent the context it needs to help you better.

### list_insights
Pull a list of all your published research insights. Use this to find specific themes or user feedback across your data.

### list_notes
See all your research notes in one place. This helps you find specific interview transcripts or usability test results quickly.

### list_projects
View every research project in your workspace. Use this to see what studies are currently active or completed.

### list_workspace_members
See who is in your Dovetail workspace. This helps you manage team access and see who's collaborating on research.

## Prompt Examples

**Prompt:** 
```
Find any research projects from last year that focused on mobile navigation.
```

**Response:** 
```
I've pulled your research projects from last year. Here are the ones related to mobile navigation:

| Project Name | ID | Goals |
| :--- | :--- | :--- |
| **Mobile UX Redesign** | `proj_123` | Improve navigation flow for thumb-reachability. |
| **Q4 Navigation Audit** | `proj_456` | Identify friction points in the checkout flow. |

Would you like me to pull the notes for one of these?
```

**Prompt:** 
```
Create a new research note called 'User B Interview' in the Mobile UX project.
```

**Response:** 
```
Done! I've created the new note **User B Interview** in the **Mobile UX Redesign** project (`proj_123`). I've set the format to HTML. Would you like me to add any specific highlights or summaries to it now?
```

**Prompt:** 
```
What are the top 3 insights we've gathered about the checkout flow?
```

**Response:** 
```
Based on your published insights, here are the top 3 findings regarding the checkout flow:

*   **High Friction in Address Entry:** Users struggle with the lack of auto-complete.
*   **Payment Method Confusion:** 30% of users hesitated at the credit card selection screen.
*   **Success Feedback:** Users reported feeling 'relieved' after the confirmation screen appeared.

Would you like to see the full summaries for any of these?
```

## Capabilities

### Query research projects
Find specific studies based on goals or participants.

### Draft research notes
Create new entries for interviews or usability tests in Markdown or HTML.

### Surface research insights
Pull specific findings from your existing library to answer questions.

### Manage workspace access
See who has access to your research data across the team.

### Publish new findings
Add new summaries and highlights to your research record.

## Use Cases

### Finding a specific pain point
A PM asks the agent to find all mentions of 'loading speed' in usability tests from last month. The agent uses list_insights to pull the data.

### Summarizing an interview
A researcher asks the agent to create a new note for 'User B' and summarize the main takeaways. The agent uses create_note to save it.

### Onboarding a new teammate
A lead asks the agent to list workspace members to see who needs access to the research folder. The agent uses list_workspace_members.

### Preparing a stakeholder report
A designer asks the agent to list all insights related to 'navigation' to build a slide deck. The agent uses list_insights.

## Benefits

- Stop hunting for data: Use list_notes and list_projects to find exactly what you need in seconds instead of clicking through folders. It makes finding specific interview transcripts or usability test results much faster.
- Faster note taking: Use create_note to instantly dump interview data into your workspace with the correct formatting. You can choose between HTML and Markdown to keep your notes consistent.
- Instant insight retrieval: Use list_insights to surface specific user pain points across your entire research history. This helps you find themes without manual searching.
- Better project context: Use get_project_details to give your agent the full picture of research goals and participants. This ensures your agent provides more relevant answers.
- Organized research records: Use create_insight to ensure every major discovery is saved and easy to find later. It creates a permanent record of your team's key findings.

## How It Works

The bottom line is your research data becomes a searchable, interactive resource for your AI agent.

1. Get your Personal API Key from Dovetail settings.
2. Connect the Connector to your AI client via Vinkius.
3. Ask your agent to find notes or create new research summaries.

## Frequently Asked Questions

**Can the Dovetail MCP help me find specific user quotes?**
Yes, it lets your agent search through your research notes and insights to find specific feedback. This saves you from having to manually scroll through long transcripts.

**How does the Dovetail MCP handle different types of research notes?**
It supports creating notes in both HTML and Markdown formats directly through your agent. This ensures your notes stay organized and consistent across different types of studies.

**Can I use the Dovetail MCP to see who else has access to my research?**
Yes, you can ask your agent to list all workspace members to manage your team's visibility. This is helpful for coordinating collaboration and managing permissions.

**Does the Dovetail MCP work with my existing Dovetail projects?**
It connects directly to your current workspace, allowing you to manage and query your existing projects. You don't need to move your data to a new platform.

**How does the Dovetail MCP make it easier to share findings with my team?**
You can use it to publish new insights and summaries, making them searchable for everyone in your workspace. It turns your research into an accessible knowledge base.

**Can I use the Dovetail MCP to organize my usability test results?**
Yes, you can create specific notes for each test and then publish the key highlights as insights. This helps you move from raw data to actionable summaries quickly.

**How do I find my Dovetail API Key?**
Log in to Dovetail, navigate to **Settings** > **Account** > **Personal API keys**, and generate a new key for your integration.

**Can I search for specific notes across projects?**
Yes! Use the `list_notes` tool and provide a search term or specific project IDs in the `filter_json` parameter to narrow your results.

**What content types are supported for notes?**
Notes support text/html, text/markdown, and text/plain. HTML is the default and recommended type for rich formatting.