Connect Smartsheet to AI agents

Connect Smartsheet to Claude, Codex, Cursor, or other AI agents for your entire team. Metorial security, governance, observability, and gives your team a unified Magic MCP url to connect.

Deploy SmartsheetBook a demo

Supported Tools

Tools24Triggers1

send_sheet_email

Send Sheet via Email

Send a sheet or specific rows via email to one or more recipients. Supports formatting options and optional CC to self.

add_rows

Add Rows

Add one or more rows to a sheet. Each row contains cell values mapped to column IDs. Rows can be positioned at the top, bottom, or relative to other rows.

create_sheet

Create Sheet

Create a new sheet with specified columns. Optionally create the sheet inside a folder or workspace. You can also create a sheet from a template by providing a template ID.

get_sheet

Get Sheet

Retrieve a sheet's full data including columns, rows, and cell values. Optionally filter by specific columns or rows. Use this to read sheet structure and data.

list_workspaces

List Workspaces

List all workspaces accessible to the current user. Workspaces are top-level containers for organizing sheets, reports, and dashboards.

manage_folders

Manage Folders

Create, list, update, or delete folders. Folders can be created at the home level, inside a workspace, or as subfolders within other folders. Use the **action** field to specify the operation.

manage_columns

Manage Columns

Add, update, or delete columns on a sheet. Use the **action** field to specify the operation. When adding columns, provide column definitions. When updating, provide the column ID and fields to change. When deleting, provide the column ID.

list_users

List Users

List all users in the organization account. Can filter by email address. Requires admin-level access or READ_USERS scope.

create_workspace

Create Workspace

Create a new workspace. Workspaces serve as top-level organizational containers with their own sharing permissions.

share_resource

Share Resource

Share a sheet or workspace with users. Can list current shares, add new shares, update access levels, or remove shares. Access levels include VIEWER, EDITOR, EDITOR_SHARE, ADMIN, and OWNER.

search

Search

Search across all accessible sheets or within a specific sheet. Returns matching results with context including the object type, parent sheet, and matched text.

list_reports

List Reports

List all reports accessible to the current user, or get the full data for a specific report. Reports aggregate data from multiple sheets and are read-only.

list_dashboards

List Dashboards

List all dashboards accessible to the current user, or get details for a specific dashboard. Dashboards (also known as Sights) aggregate information from sheets and reports into visual displays.

create_update_request

Create Update Request

Send update requests to collaborators asking them to update specific rows in a sheet. Recipients receive an email with a link to update the specified rows.

delete_sheet

Delete Sheet

Permanently delete a sheet. This action cannot be undone.

delete_workspace

Delete Workspace

Permanently delete a workspace and all its contents. This cannot be undone.

update_rows

Update Rows

Update one or more existing rows in a sheet. Can modify cell values, move rows to different positions, lock/unlock rows, or change their parent hierarchy.

update_sheet

Update Sheet

Update a sheet's properties such as its name. Can also copy or move a sheet to a different folder or workspace.

manage_discussions

Manage Discussions

List, create, or reply to discussions on sheets and rows. Discussions are threaded comment collections attached to a sheet or a specific row. Use **action** to specify the operation.

list_sheets

List Sheets

List all sheets accessible to the current user. Returns sheet metadata including names, IDs, access levels, and timestamps. Use pagination parameters to control result size.

delete_rows

Delete Rows

Delete one or more rows from a sheet by their IDs. This permanently removes the rows and their data.

get_workspace

Get Workspace

Get details of a workspace including its contained sheets, folders, reports, and dashboards.

get_current_user

Get Current User

Get the profile information of the currently authenticated user.

add_user

Add User

Add a new user to the organization. Requires ADMIN_USERS scope. The user will receive an invitation email.

More integrations teams use with Smartsheet

Slack

Slack: connect with bot OAuth or user OAuth. Send, update, delete, and schedule messages; list and cancel scheduled messages; open DMs and group DMs; manage conversations, members, files, reactions, pins, bookmarks, reminders, user groups, and user status; search messages and files with user scopes; and retrieve user, conversation, and workspace info.

Linear

Create, read, update, and delete issues across teams with support for priorities, labels, assignees, due dates, and workflow states. Manage projects that group related issues, and organize work into time-boxed cycles (sprints). Create and manage documents, comments, and file attachments. Search issues using vector similarity or rich filters. Configure teams, workflow states, and labels. Track customers and link them to issues. Subscribe to real-time webhooks for changes to issues, projects, cycles, comments, documents, and more.

GitHub

Manage repositories, issues, and pull requests. Create and configure branches, star repositories, review code, and merge changes. Automate CI/CD workflows with GitHub Actions, manage workflow runs, secrets, and artifacts. Track issues with labels, milestones, and assignees. Search across code, repositories, issues, and users. Manage organizations, teams, and memberships. Create and manage projects, gists, packages, deployments, and environments. Access security alerts including code scanning, secret scanning, and Dependabot alerts. Read and write file contents in repositories. Manage webhooks, notifications, and codespaces.

Sharepoint

Manage SharePoint sites, document libraries, lists, and files. Create, read, update, and delete lists and list items with custom columns. Upload, download, move, copy, and version files in document libraries. Search across sites, files, folders, lists, and list items using Microsoft Search. Manage permissions at site, list, and item levels with granular access control. Define and manage content types and site columns. Subscribe to webhooks for list and library change notifications. Retrieve site properties and search for sites across Microsoft 365.

Microsoft Outlook

Send, read, reply to, forward, and manage email messages in user mailboxes. Organize messages into folders, apply categories, flags, and importance levels. Manage file and item attachments. Create, update, delete, and respond to calendar events and meetings. Find available meeting times, manage attendees, handle recurrence, and work with shared or delegated calendars. Create, read, update, and delete contacts, organize them into contact folders, and manage contact photos. Manage tasks and task lists via Microsoft To Do, including due dates, reminders, recurrence, and checklist items. Subscribe to webhook notifications for changes to messages, calendar events, and contacts. Support for Focused Inbox, @-mentions, mail tips, send-on-behalf, and send-as capabilities.

Discord

Send, edit, and delete messages in channels. Manage servers (guilds), channels, roles, members, invites, webhooks, threads, scheduled events, auto moderation rules, audit logs, application commands, and custom guild emojis. Add or remove users, assign roles, kick or ban members, and receive supported message, guild, channel, member, and inbound webhook triggers.

Technical notes for Smartsheet

Create, read, update, and delete sheets, rows, columns, and cells in a spreadsheet-like work management platform. Organize work into workspaces and folders with granular sharing permissions. Manage attachments, discussions, and comments on sheets and rows. Build and access dashboards and reports that aggregate data across sheets. Search across sheets, send sheets or rows via email, and create update requests for collaborators. Manage users, groups, contacts, and favorites. Set up webhooks for real-time change notifications on sheets and account-level events. Support cross-sheet references, automation rules, proofing workflows, templates, and event reporting for auditing actions.

Connect Smartsheet to production AI agents

See how Metorial gives Smartsheet access the governance, tracing, and security controls teams need.

Book a demoDeploy Smartsheet

Frequently asked questions

Common questions about connecting Smartsheet to AI agents with Metorial.

  1. Can Metorial connect Smartsheet to AI agents?
    Yes. Metorial connects AI agents to Smartsheet through a governed integration layer, so teams can use the provider while keeping access controlled and observable.
  2. Metorial is MCP compatible and lets teams expose approved provider tools to MCP-capable agents and clients through a controlled access layer.
  3. Metorial applies policies across users, groups, providers, agents, and individual tools, then records the context around every agent interaction.
  4. Yes. Metorial records provider activity so teams can inspect tool calls, troubleshoot integrations, and give security teams the visibility they need.