Claude Smartsheet connectorWhat Claude can do in your Smartsheet account.
The Claude Smartsheet connector exposes 42 tools. 21 read sheets, reports and dashboards, 20 change something, and 1 has no description anywhere. Below: what Claude can see, which of its changes Smartsheet calls irreversible, and who holds the switch.
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What changes for a team that runs on Smartsheet
Status meetings often start with someone scrolling a sheet to find what slipped. With the connector, you ask Claude and it reads the live data you have access to, then answers with a summary, a list or a change. Smartsheet's own examples go from spotting overdue work to writing the stakeholder update, and assume you have let Claude both read and write.
See what is about to slip. A project lead asks which tasks due soon are still not started. Claude finds the sheet with search, then filters rows with get_sheet_summary and answers with the short list.
Fix the data, then say why. Once blockers are cleared, update_rows changes their status and add_comment leaves a note on each row's discussion explaining what moved, so the history stays on the sheet.
Get the portfolio view. For the monthly review, get_report reads a cross-sheet report and create_dashboard builds a new dashboard from up to five source sheets based on a plain-language request.
What it will not do: undo. Smartsheet flags row updates, deletions of rows, columns, comments and attachments as permanent. Nothing runs on its own either: no tool fires when a date passes or a row changes. For that kind of trigger, a scenario tool fits better, and the Smartsheet Make integration page covers it. They do different jobs.
The vocabulary in one minute
Five words you will meet while plugging Smartsheet into Claude.
- Connector
- The link you set up once between Claude and an account you already have, so Claude can work in it while it answers you.
- Tool
- One named action the connector opens to Claude. Claude picks the ones it needs by itself; the directory lists them by name.
- Authorization
- The sign-in screen of Smartsheet itself, where you hand Claude the access it will use. Given once per person, and you can take it back.
- Approval
- The confirmation Claude waits for before it finishes something that changes your account, shown right in the conversation.
- MCP
- The shared standard connectors are built on: it is what lets an assistant like Claude talk to an outside service such as Smartsheet.
Connect Smartsheet to Claude in three steps
- 01
Find Smartsheet in Claude
In Claude's settings, open Customize, then Connectors, and look for Smartsheet in the list. On a Team or Enterprise workspace, an Owner or Primary Owner has to switch the connector on before each member can sign in.
- 02
Start the connection
Click Connect on its row and sign in to Smartsheet in the window the service opens itself. If the link breaks one day, use Disconnect, then plug it back in from the same row.
- 03
Read the authorization screen
Read the service's screen before you accept. It belongs to Smartsheet, not Claude, and it decides what the access covers. You can also withdraw that access later from your Smartsheet account.
The 42 tools, grouped by what they do
Smartsheet gives Claude 42 tools: 21 that read your account, 20 that change something in it, and 1 no official source describes.
Three groups: what Claude reads, what it changes, and the one tool no source describes. Names stay in English, as Claude shows them.
- 21 read
- 20 write
- 1 not documented
What Claude reads (21)
21 toolsTwenty-one tools that find, open and inspect your Smartsheet content without changing it.
search
Looks across every Smartsheet asset you can reach, by name or by content, and returns up to 100 matches, with no further page. It is usually where Claude starts.
list_workspaces
Returns the workspaces of your Smartsheet account, page by page, without opening what is inside each one. Claude gets the top-level layout first.
get_sheet_summary
Pulls rows from a sheet with filters on several columns, sorting and a choice of columns, so Claude reads only what the question needs.
get_columns
Lists every column of a sheet with its type and properties. Claude learns what a Status or Owner column really holds before filtering on it.
browse_workspace
Shows what sits at the top of a workspace: sheets, reports, dashboards and folders. You get the contents list, not the data inside.
browse_folder
Opens one folder and returns what it directly contains, so Claude can navigate a deep folder tree.
get_cell_history
Traces the full timeline of one cell, with dates, old and new values, and the person behind each version. A way to trace a figure back.
get_sheet_version
Gives the current version number of a sheet without loading it. Claude can compare it with the number it saw earlier without reading the sheet again.
get_discussion
Opens one discussion thread in full, with its comments and attachments, when Claude already knows which thread you mean.
list_discussions
Returns the discussions of a whole sheet, or only those attached to one row. Claude sees where conversations are happening.
list_dashboards
Lists every dashboard you can open, page by page, with basic details. Smartsheet also calls dashboards Sights.
get_dashboard
Returns detailed information about one dashboard, picked by its ID. Claude can then compare what it shows with the sheets behind it.
list_reports
Lists the reports you can reach, so Claude knows which cross-sheet views already exist.
get_report
Reads a report's columns, rows and values. A report gathers data from several sheets in one view.
get_sheet_path
Returns where a sheet lives, as a full folder path plus a direct link, without loading the sheet itself.
list_shares
Shows every user and group an asset is shared with, Useful for knowing who has access before sharing more.
get_attachment
Returns an attachment's details (name, type, size, dates) by its ID, including its URL.
list_attachments
Lists the files and links attached to a sheet, a single row or a discussion, depending on where Claude looks.
list_favorites
Returns everything you marked as a favourite as the current user. A quick shortcut to what you use most.
is_favorite
Tells whether one specific asset is in your favourites. A yes or no, nothing more.
find_in_sheet
Searches for text inside one sheet and returns each matching cell with its row and column.
What Claude changes (20)
20 toolsTwenty tools that add, edit or remove something. No source describes a confirmation specific to them: the general rule below applies.
add_rows
Approval: see the ruleAdds one or more new rows to a sheet, each placed where you want it. New tasks or entries appear directly in the tracker.
update_rows
Approval: see the ruleChanges the values of existing rows. Smartsheet warns that these edits are permanent and cannot be undone automatically.
delete_rows
Approval: see the ruleRemoves one or more rows for good, along with everything they contain. Smartsheet labels it irreversible.
add_columns
Approval: see the ruleAdds new columns to a sheet, with their type, position, formula or validation rules set at creation.
update_column
Approval: see the ruleChanges an existing column's title, type, position, visibility or other settings. Smartsheet marks this as destructive and irreversible.
delete_column
Approval: see the ruleRemoves a column and all the data in it, across every row. Smartsheet says it cannot be undone.
create_workspace
Approval: see the ruleCreates a new workspace with the name you give it, the top-level container for sheets, reports, dashboards and folders.
add_comment
Approval: see the ruleAdds a new message to an existing discussion thread on a sheet or row. The note sits right next to the data it is about.
update_comment
Approval: see the ruleRewrites the text of an existing comment on a sheet, to correct or complete it without deleting and posting again.
delete_comment
Approval: see the ruleRemoves a single comment from a sheet permanently. Smartsheet labels it destructive and irreversible.
delete_discussion
Approval: see the ruleDeletes a whole discussion thread and every comment in it, for good.
create_discussion
Approval: see the ruleOpens a new discussion thread on a sheet or on a single row. The thread sits on the sheet or row it concerns.
create_dashboard
Approval: see the ruleBuilds a new dashboard whose widgets Smartsheet generates with AI from a plain-language request and up to five source sheets.
create_report
Approval: see the ruleCreates a report that gathers data from chosen sheets, or from every sheet of some workspaces.
create_sheet
Approval: see the ruleSets up a fresh sheet in the folder or workspace you name. The tracker exists straight away, ready for rows.
create_folder
Approval: see the ruleCreates a folder inside a workspace or another folder, to keep sheets and reports grouped.
attach_url
Approval: see the ruleAttaches a web link to a sheet, a row or a comment, pointing to a resource that lives outside Smartsheet.
delete_attachment
Approval: see the ruleRemoves an attachment from a sheet. Smartsheet marks this as destructive and irreversible.
delete_favorites
Approval: see the ruleTakes one or more items off your list of favourites as the current user. The items themselves stay untouched.
add_favorites
Approval: see the ruleMarks one or more assets as favourites for you as the current user.
Not documented (1)
1 toolThe directory publishes this name and nothing more. Smartsheet's tool reference skips it, and this page will not guess from a name.
get_resource_guide
This name is on the directory sheet and nowhere else. Smartsheet's tool reference does not describe it, and no Claude page does either, so this page leaves it at that.
What Claude asks before acting
By default, Claude stops and asks for your go-ahead before each action it carries out on an account for you. The request shows up in the conversation, at the moment it matters.
On Team and Enterprise, workspace owners decide whether a member can let some actions through without being asked every time. They can also cap what a connector may do for the whole organisation, keeping reading open and closing writing, for example. That setting applies to everyone and nobody gets around it from their own account. And Claude works with your rights, nothing more: what you cannot reach in Smartsheet stays out of its reach too.
Which plans it works on
None of the 819 sheets in the official directory shows availability by plan. The answer, connector by connector, is not published anywhere: it is a real gap in the catalogue.
The general rule is published: remote connectors are open to all users on Claude, Cowork, Claude Desktop and mobile, and desktop extensions install on Claude Desktop. On Team and Enterprise, an Owner or Primary Owner turns the connector on for the organisation before members can connect. For the current state, check the connector's sheet in the official directory.
Where this connector stops
A connector is not an automation. Claude calls these tools while it answers you: nothing starts when a due date passes, a row turns red or someone comments.
The tool list is an observed floor, not a promise: an administrator can open actions that no public sheet shows. The partner badge in the directory is not a security audit either, and Anthropic says so on every sheet: it does not choose the tools a publisher exposes and does not guarantee they behave as described. Everything below comes from Smartsheet's documentation, since neither Claude's help centre nor Anthropic's docs have a page on this connector. For a lighter database-style connector, compare with the Claude airtable connector.
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