How to Use the Dovetail MCP in Mastra AI

Build resilient research workflows in Mastra AI using automated insight capture and project management tools.

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Connect Dovetail MCP to Mastra AI

Create your Vinkius account to connect Dovetail to Mastra AI and route execution through our secure gateway. The platform manages server hosting, runtime updates, and security layers. Configuration requires no manual server provisioning.

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Setup Dovetail with Mastra AI

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Claude

Perplexity

Complex research workflows in Mastra AI

Construct multi-step agents that use `list_projects` to identify active work and `get_project_details` to pull specific requirements. You can define branching logic that triggers only when specific research criteria are met. This server integrates into your Mastra agent definition as a native toolset. You get automatic retries and error handling for every research query you execute.

Human-in-the-loop research synthesis

Use the built-in approval mechanism to verify insights before they hit your database. Your agent can suggest a new finding with `create_insight` and wait for a human to sign off on the data. This keeps your research repository clean. You control exactly what gets created while the agent does the heavy lifting of synthesis.

Automated workspace management

Map your entire research team using `list_workspace_members` to assign tasks based on project roles. Your Mastra AI agent can coordinate who is responsible for which set of notes. Everything stays in sync. By automating the member lookup, your agents avoid stale data and keep the project moving.

Setup guide

Set up Dovetail MCP in Mastra AI

Prerequisites

Node.js 18+ and a TypeScript project
@mastra/mcp + @mastra/core packages
Active Vinkius subscription with a valid endpoint token

1

Install dependencies
Run npm install @mastra/mcp @mastra/core plus your preferred model provider (e.g. @ai-sdk/openai).
2

Configure the MCPClient
Create an MCPClient with your Vinkius endpoint as a URL object. Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com.
3

Discover and inject tools
Call mcpClient.listTools() and spread the result into your agent's tools object. All Dovetail tools become native Mastra tools.
4

Run with any model
Swap openai("gpt-4o") for any AI SDK-compatible provider. Call agent.generate() and the agent routes tool calls through MCP automatically.

agent.ts

import { MCPClient } from "@mastra/mcp";
import { Agent } from "@mastra/core/agent";
import { openai } from "@ai-sdk/openai";

const mcpClient = new MCPClient({
  id: "dovetail-mcp-client",
  servers: {
    "dovetail-mcp": {
      url: new URL(
        "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
      ),
    },
  },
});

const agent = new Agent({
  name: "Dovetail Agent",
  model: openai("gpt-4o"),
  instructions: "You have access to Dovetail tools.",
  tools: {
    ...(await mcpClient.listTools()),
  },
});

const result = await agent.generate(
  "List recent Dovetail transactions"
);
console.log(result.text);

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Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Dovetail. All third-party trademarks, logos, and brand names are the property of their respective owners. Their use on this website is strictly for informational purposes to identify service compatibility and interoperability.

Why Choose Vinkius

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Real-time monitoring

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Connect your favorite tools to your AI and see exactly what's happening — every request, every response, in real time.

Built-in savings

60%

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Single dashboard

One

place for every integration

Every tool your AI connects to, managed from a single screen. One account, complete control.

Common questions about Dovetail MCP in Mastra AI

You list the server in your agent config and the framework handles the rest. It treats the server tools as first-class citizens in your workflow.

Yes, you can script a workflow that reads notes and applies insights. It is a great way to handle repetitive research tasks.

The server is built for reliable agent communication. It handles transport layer issues so your workflows don't break unexpectedly.

Use the requireToolApproval setting for any write-heavy operations. This ensures you always know what is being sent to your workspace.

We treat all research notes and participant records as sensitive. Access is scoped strictly to the authenticated agent and no data is shared outside your environment.

Use it with your favorite AI tools

Connect this server to Cursor, Claude, VS Code, and more.

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