Dovetail MCP integration
Files feedback into the right channel as it arrives, links it to a contact, searches past research for the same theme, and writes up insights.
51actions available
Three actions you can hand over today
Every action runs live through MCP. Nothing to build, nothing to maintain.
Create note
Lyro saves research findings, customer insights, or interview takeaways as a note in your Dovetail project. Centralizes evidence where your team finds it.
Create contact
Lyro adds a new person to Dovetail so you can track their feedback and involvement. Builds a single source of truth for all research contacts.
Update contact
Lyro edits a contact's details, adds attributes, or notes new findings. Keeps your research database in sync as you learn more about them.
How businesses use Dovetail + Lyro
Each card is one request a support team gets, and the Dovetail actions Lyro runs to close it.
Capture feedback the moment a customer gives it
Lyro records the comment as a data point in the channel that collects it, registers the contact who said it, and files a note in the project, so the raw material is already there when analysis starts.
Create Data PointCreate ContactCreate NoteFind what the research already says on a theme
Before anyone repeats a study, Lyro runs a magic search across the workspace and lists the highlights and insights that already cover the question being asked.
Magic SearchList HighlightsList InsightsWrite up an insight and keep it current
Lyro creates the insight that records a finding, updates its title and custom fields as more evidence lands, and exports it as Markdown or HTML when it needs to travel outside Dovetail.
Create InsightUpdate InsightExport InsightKeep the workspace organized as it grows
Lyro creates the project or channel a new stream of feedback belongs in and adds the topics that break it down, so a growing repository stays navigable rather than turning into one long list.
Create ProjectCreate ChannelCreate Topic
How it works
Get started in 3 steps
Connect once, then just ask. There is no workflow builder to learn and nothing to maintain — Lyro reads the Dovetail actions it has and picks the ones a request needs.
Connect Dovetail
Authorize the Dovetail account your team already uses — one consent screen, no API keys, no mapping tables. Lyro can only do what you granted that account, and you can disconnect it at any time.
Tell your agent what you need
Describe the job the way you would hand it to a teammate. Lyro maps it to the Dovetail actions that close it and chains as many as the request needs.
Watch it work
The agent runs the actions inside the conversation the customer is already in, so nobody copies data between tabs and your team can take over at any point.
Get started free
Dovetail · Lyro
What can you do in Dovetail without me setting anything up?
These, right away:
- Create channel
- Get contact
- Delete channel
Great, let's start with the first one.
FAQ
Everything else about Dovetail
Setup, permissions, and the limits of what Lyro can do inside Dovetail.
A single workspace. Get Token Info returns the current API token and the workspace it belongs to, and the list actions such as List Projects, List Contacts, and List Notes are all scoped to that workspace, so a second Dovetail workspace needs its own connection rather than a permission change.
Every action available in Dovetail
All 51 actions your agent can call on Dovetail, straight from the live MCP connection.
Create channel
Creates a new channel in Dovetail to organize and collect feedback data.
Create contact
Create a new contact in Dovetail.
Create data
Create a data item in a Dovetail project with text content, title, and/or structured fields.
Create data point
Create a data point within a channel.
Create doc
Create a doc in a Dovetail project with text content, title and/or custom fields.
Create insight
Creates a new insight in Dovetail to store synthesized research findings, observations, or conclusions.
Create note
Create a note in a Dovetail project with text content, title and/or custom fields.
Create project
Create a new project in your Dovetail workspace.
Create topic
Create a new topic in a Dovetail channel.
Delete channel
Delete an existing channel.
Delete data
Delete an existing data item.
Delete doc
Delete an existing doc.
Delete insight
Delete an existing insight.
Delete note
Delete an existing note.
Delete topic
Delete an existing topic.
Export data
Export data in HTML or Markdown format.
Export doc
Export a doc in HTML or Markdown format.
Export insight
Export an insight in HTML or Markdown format.
Export note
Export a note from Dovetail in HTML or Markdown format.
Get contact
Retrieve details of a specific contact.
Get data
Retrieve details of a specific data item by ID.
Get doc
Retrieve details of a specific doc by ID.
Get file
Retrieve details of a specific file by its ID.
Get folder
Retrieve details of a specific folder.
Get insight
Retrieve details of a specific insight by ID.
Get note
Retrieve details of a specific note.
Get project
Retrieve details of a specific project.
Get token info
Retrieves information about the current API token, including its unique identifier and the associated workspace subdomain.
Import data file
Import a public URL of a file as new data in Dovetail.
Import doc file
Import a public file URL as a new doc in Dovetail.
The tools Dovetail sits next to
Same connection, same setup. Pick the next one your team already uses.
Amplitude
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Data247
Verifies phone numbers, emails, and postal addresses at capture, scores signup fraud risk, and honours do-not-call requests on the spot.
Hex
Triggers project runs, reports run status and rendered charts, edits draft cells, and keeps workspace collections and sharing tidy.
Mopinion
Pulls survey responses for a form or report, resolves the fields behind them, and reports where and when a feedback form is shown.
Ragic
Searches Ragic sheets for the record behind a question, reads its fields, and returns it as a PDF or the file attached to the row.
Taggun
Reads a receipt the moment it arrives, extracts merchant, totals, tax, and line items, and keeps the registries it matches against current.
Ready to connect Dovetail?
Authorize the account and your agent has all 51 actions from the first conversation.