Connect Smartsheet to work with schedules, registers, reports, and trackers.
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, dashboards, and charts.
- 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. Assistant can reach only what that account can, and Smartsheet sharing permissions still apply.
- 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."
- "Build a report of open punch list items across all active projects, grouped by trade."
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.