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.

Supported Triggers

sheet_changes

Sheet Changes

Triggers when changes occur on a Smartsheet sheet, including row, column, cell, attachment, discussion, and comment changes. Uses webhooks for real-time notifications. Note: The webhook callback provides a "skinny payload" indicating what changed — use the Get Sheet tool to retrieve full data.

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.

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.