Smartsheet

Connect Smartsheet to work with schedules, registers, reports, and trackers. Nomic can read PDF reports from consultants, designers, and contractors, then add their data to your sheets, so you don't have to type it into forms by hand. To process every report the same way, set this up as a workflow.

What it can do​

• Search and read sheets, reports, dashboards, workspaces, and folders.
• Add, update, or delete rows and columns, and create sheets, folders, and workspaces.
• Read and add discussions, comments, and URL attachments.
• Build reports that combine data from several sheets, and dashboards and charts that show those reports.
• Work with portfolios, project templates, and resource planning scenarios.

Setup and security​

• Smartsheet MCP access requires a Business, Enterprise, or Advanced Work Management plan.
• Nomic connects to Smartsheet's US-hosted MCP server with OAuth. EU and AU servers and personal API tokens are not supported.
• You sign in with your own Smartsheet account. Nomic can reach only what that account can, and Smartsheet sharing permissions still apply.
• Smartsheet counts reports as sheet data, so its approval screen lists no separate report permission. The sheet permissions let Nomic read and create reports.
• Tools that change data ask for approval before they run. The Approval column under Supported tools shows each tool's setting.

To connect, see Add an MCP server.

Example requests​

• "Show tasks on the Tower B schedule that are behind their baseline finish dates."
• "Compare the procurement log with the equipment schedule in this project and list mismatches."
• "Add the new long-lead items from the submittal review as rows in the procurement sheet."
• "Read this week's site inspection reports and add each finding as a row in the defects register."
• "Build a report of open punch list items across all active projects, grouped by trade."
• "Using the cost tracking sheets, show how committed cost changed at each monthly valuation, then add a chart to the project dashboard."

Supported tools​

Search, workspaces, sheets, and folders​

Tool	Action	Approval
search	Search Smartsheet content.	Not required
list_workspaces	List accessible workspaces.	Not required
browse_workspace	Browse items in a workspace.	Not required
browse_folder	Browse items in a folder.	Not required
get_sheet_path	Show where a sheet sits in its workspace and folders.	Not required
get_sheet_summary	Read sheet metadata, summary fields, columns, and rows.	Not required
get_sheet_version	Read a sheet's current version.	Not required
find_in_sheet	Find matching values in a sheet.	Not required
get_columns	Read column definitions.	Not required
get_cell_history	Read a cell's change history.	Not required
create_workspace	Create a workspace.	Required
create_folder	Create a folder.	Required
create_sheet	Create a sheet.	Required
add_columns	Add columns to a sheet.	Required
update_column	Change a column definition.	Required
delete_column	Delete a column.	Required
add_rows	Add rows to a sheet.	Required
update_rows	Change sheet rows or cells.	Required
delete_rows	Delete rows from a sheet.	Required

Attachments and discussions​

Tool	Action	Approval
list_attachments	List attachments.	Not required
get_attachment	Read attachment details or content.	Not required
attach_url	Attach a URL to a Smartsheet item.	Required
delete_attachment	Delete an attachment.	Required
list_discussions	List discussions.	Not required
get_discussion	Read a discussion and its comments.	Not required
create_discussion	Start a discussion.	Required
delete_discussion	Delete a discussion.	Required
add_comment	Add a discussion comment.	Required
update_comment	Edit a comment.	Required
delete_comment	Delete a comment.	Required

Reports, dashboards, and charts​

Tool	Action	Approval
list_reports	List reports.	Not required
get_report	Read report data.	Not required
list_dashboards	List dashboards.	Not required
get_dashboard	Read a dashboard.	Not required
get_chart_suggestions	Suggest charts for selected data.	Not required
explain_chart	Explain a chart's configuration and meaning.	Not required
query_chart	Query the data represented by a chart.	Not required
get_chart_definition	Read a chart's definition.	Not required
create_report	Create a report.	Required
create_dashboard	Create a dashboard.	Required
create_chart_from_prompt	Generate an unsaved chart definition from written instructions.	Required
create_chart_from_data	Generate an unsaved chart definition from selected data.	Required
refine_chart	Suggest refinements and return an updated chart definition without saving it.	Required
add_chart_to_dashboard	Add a chart to a dashboard.	Required

Sharing and favorites​

Tool	Action	Approval
list_shares	List users and groups an item is shared with.	Not required
list_favorites	List favorite Smartsheet items.	Not required
is_favorite	Check whether an item is a favorite.	Not required
add_favorites	Add items to favorites.	Required
delete_favorites	Remove items from favorites.	Required

Portfolios, projects, and templates​

Tool	Action	Approval
list_portfolios	List portfolios.	Not required
get_portfolio	Read portfolio details.	Not required
list_projects	List projects.	Not required
get_project	Read project details.	Not required
list_project_templates	List project templates.	Not required
get_project_template	Read a project template.	Not required
get_portfolio_project_list_sheet	Read the project-list sheet for a portfolio.	Not required
create_portfolio	Create a portfolio.	Required
delete_portfolio	Delete a portfolio.	Required
create_project_template	Create a project template.	Required
delete_project_template	Delete a project template.	Required

Scenarios, capacity, and administration​

Tool	Action	Approval
get_scenario_groups	List scenario groups.	Not required
get_scenario_diffs	Compare scenario changes.	Not required
get_scenario_capacity_workload	Read capacity and workload for a scenario.	Not required
create_scenario_group	Create a scenario group.	Required
delete_scenario_group	Delete a scenario group.	Required
create_scenario	Create a planning scenario.	Required
apply_scenario	Apply a scenario's changes.	Required
get_shadow_sheet	Read a scenario shadow sheet.	Not required
get_shadow_sheet_row	Read one shadow-sheet row.	Not required
add_shadow_sheet_rows	Add shadow-sheet rows.	Required
update_shadow_sheet_rows	Change shadow-sheet rows.	Required
delete_shadow_sheet_rows	Delete shadow-sheet rows.	Required
get_plan_id	Read the associated Resource Management plan ID.	Not required
get_seat_usage	Read seat usage.	Not required
get_license_inventory	Read license inventory.	Not required

Portfolio tools require an Enterprise or Advanced Work Management plan. Scenario-planning tools also require the relevant Resource Management permissions. Seat usage and license inventory are available to plan administrators.