The Smartsheet MCP Server bridges automated operations on Smartsheet documents through the Model Context Protocol (MCP), enabling intelligent integration with AI systems.
Column Management: Add, delete, and rename columns with validation, formula parsing, and dependency checking.
Data Operations: Read, write, update, delete, and search data with support for bulk operations, conditional updates, and duplicate detection.
Healthcare Analytics: Perform batch analysis for clinical note summarization, sentiment analysis, and custom scoring for healthcare initiatives and hospital operations.
Batch Processing: Efficiently handle large datasets with automatic batching, progress tracking, and job management.
System Integration: Connect Smartsheet API with MCP protocol for AI-driven workflows and cross-system data synchronization.
Validation & Integrity: Enforce data validation, dependency checks, and comprehensive error handling to maintain data integrity.
Integrates with Azure OpenAI API for batch analysis capabilities, enabling summarization, sentiment analysis, custom scoring, and research impact assessment on Smartsheet data.
Provides integration with Smartsheet platform, enabling intelligent operations for document management, data manipulation, column customization, batch analysis, and conditional updates of Smartsheet documents. Supports healthcare-specific analytics including clinical research, hospital operations, and healthcare innovation.
Smartsheet MCP Server
A Model Context Protocol (MCP) server that provides seamless integration with Smartsheet, enabling automated operations on Smartsheet documents through a standardized interface. This server bridges the gap between AI-powered automation tools and Smartsheet's powerful collaboration platform.
Overview
The Smartsheet MCP Server is designed to facilitate intelligent interactions with Smartsheet, providing a robust set of tools for document management, data operations, and column customization. It serves as a critical component in automated workflows, enabling AI systems to programmatically interact with Smartsheet data while maintaining data integrity and enforcing business rules.
Key Benefits
Intelligent Integration: Seamlessly connects AI systems with Smartsheet's collaboration platform
Data Integrity: Enforces validation rules and maintains referential integrity across operations
Formula Management: Preserves and updates formula references automatically
Flexible Configuration: Supports various column types and complex data structures
Error Resilience: Implements comprehensive error handling and validation at multiple layers
Healthcare Analytics: Specialized analysis capabilities for clinical and research data
Batch Processing: Efficient handling of large healthcare datasets
Custom Scoring: Flexible scoring systems for healthcare initiatives and research
Use Cases
Clinical Research Analytics
Protocol compliance scoring
Patient data analysis
Research impact assessment
Clinical trial data processing
Automated research note summarization
Hospital Operations
Resource utilization analysis
Patient satisfaction scoring
Department efficiency metrics
Staff performance analytics
Quality metrics tracking
Healthcare Innovation
Pediatric alignment scoring
Innovation impact assessment
Research prioritization
Implementation feasibility analysis
Clinical value assessment
Automated Document Management
Programmatic sheet structure modifications
Dynamic column creation and management
Automated data validation and formatting
Data Operations
Bulk data updates with integrity checks
Intelligent duplicate detection
Formula-aware modifications
System Integration
AI-driven sheet customization
Automated reporting workflows
Cross-system data synchronization
Integration Points
The server integrates with:
Smartsheet API for data operations
MCP protocol for standardized communication
Local development tools via stdio interface
Monitoring systems through structured logging
Features
Tools
get_column_map
(Read)Retrieves column mapping and sample data from a Smartsheet
Provides detailed column metadata including:
Column types (system columns, formulas, picklists)
Validation rules
Format specifications
Auto-number configurations
Returns sample data for context
Includes usage examples for writing data
smartsheet_write
(Create)Writes new rows to Smartsheet with intelligent handling of:
System-managed columns
Multi-select picklist values
Formula-based columns
Implements automatic duplicate detection
Returns detailed operation results including row IDs
smartsheet_update
(Update)Updates existing rows in a Smartsheet
Supports partial updates (modify specific fields)
Maintains data integrity with validation
Handles multi-select fields consistently
Returns success/failure details per row
smartsheet_delete
(Delete)Deletes rows from a Smartsheet
Supports batch deletion of multiple rows
Validates row existence and permissions
Returns detailed operation results
smartsheet_search
(Search)Performs advanced search across sheets
Supports multiple search modes:
Text search with regex support
Exact value matching for PICKLIST columns
Case-sensitive and whole word options
Column-specific search capabilities
Returns:
Matched row IDs (primary result)
Detailed match information
Search metadata and statistics
smartsheet_add_column
(Column Management)Adds new columns to a Smartsheet
Supports all column types:
TEXT_NUMBER
DATE
CHECKBOX
PICKLIST
CONTACT_LIST
Configurable options:
Position index
Validation rules
Formula definitions
Picklist options
Enforces column limit (400) with validation
Returns detailed column information
smartsheet_delete_column
(Column Management)Safely deletes columns with dependency checking
Validates formula references before deletion
Prevents deletion of columns used in formulas
Returns detailed dependency information
Supports force deletion option
smartsheet_rename_column
(Column Management)Renames columns while preserving relationships
Updates formula references automatically
Maintains data integrity
Validates name uniqueness
Returns detailed update information
smartsheet_bulk_update
(Conditional Updates)Performs conditional bulk updates based on rules
Supports complex condition evaluation:
Multiple operators (equals, contains, greaterThan, etc.)
Type-specific comparisons (text, dates, numbers)
Empty/non-empty checks
Batch processing with configurable size
Comprehensive error handling and rollback
Detailed operation results tracking
start_batch_analysis
(Healthcare Analytics)Processes entire sheets or selected rows with AI analysis
Supports multiple analysis types:
Summarization of clinical notes
Sentiment analysis of patient feedback
Custom scoring for healthcare initiatives
Research impact assessment
Features:
Automatic batch processing (50 rows per batch)
Progress tracking and status monitoring
Error handling with detailed reporting
Customizable analysis goals
Support for multiple source columns
get_job_status
(Analysis Monitoring)Tracks batch analysis progress
Provides detailed job statistics:
Total rows to process
Processed row count
Failed row count
Processing timestamps
Real-time status updates
Comprehensive error reporting
cancel_batch_analysis
(Job Control)Cancels running batch analysis jobs
Graceful process termination
Maintains data consistency
Returns final job status
list_workspaces
(Workspace Management)Lists all accessible workspaces
Returns workspace IDs, names, and permalinks
Includes access level information
Supports organization-wide workspace discovery
get_workspace
(Workspace Management)Retrieves detailed workspace information
Returns contained sheets, folders, reports, and dashboards
Provides access level and permission details
Supports workspace content exploration
create_workspace
(Workspace Management)Creates a new workspace with specified name
Returns the new workspace ID and confirmation
Enables programmatic workspace organization
Supports migration from deprecated folder endpoints
create_sheet_in_workspace
(Workspace Management)Creates a new sheet directly in a workspace
Supports all column types and configurations
Returns the new sheet ID and details
Enables programmatic sheet creation and organization
list_workspace_sheets
(Workspace Management)Lists all sheets in a specific workspace
Returns sheet IDs, names, and permalinks
Includes creation and modification timestamps
Supports workspace content discovery
Key Capabilities
Column Type Management
Handles system column types (AUTO_NUMBER, CREATED_DATE, etc.)
Supports formula parsing and dependency tracking
Manages picklist options and multi-select values
Comprehensive column operations (add, delete, rename)
Formula reference preservation and updates
Data Validation
Automatic duplicate detection
Column type validation
Data format verification
Column dependency analysis
Name uniqueness validation
Search Functionality
Advanced search capabilities
Type-aware searching:
Exact matching for PICKLIST values
Pattern matching for text fields
Numeric comparisons
Configurable search options:
Case sensitivity
Whole word matching
Column filtering
Comprehensive results:
Row IDs for matched rows
Detailed match context
Search statistics
Metadata Handling
Extracts and processes column metadata
Handles validation rules
Manages format specifications
Tracks formula dependencies
Maintains column relationships
Healthcare Analytics
Clinical note summarization
Patient feedback sentiment analysis
Protocol compliance scoring
Research impact assessment
Resource utilization analysis
Batch Processing
Automatic row batching (50 rows per batch)
Progress tracking and monitoring
Error handling and recovery
Customizable processing goals
Multi-column analysis support
Job Management
Real-time status monitoring
Detailed progress tracking
Error reporting and logging
Job cancellation support
Batch operation controls
Setup
Prerequisites
Node.js and npm
Conda (for environment management)
Smartsheet API access token
Environment Setup
Create a dedicated conda environment:
Install Node.js dependencies:
Install Python package:
Build the TypeScript server:
Configuration
The server requires proper configuration in your MCP settings. You can use it with both Claude Desktop and Cline.
1. Get Your Smartsheet API Key
Log in to Smartsheet
Go to Account → Personal Settings → API Access
Generate a new access token
2. Configure for Cline
The configuration path depends on your operating system:
macOS:
Windows:
Linux:
Starting the Server
The server will start automatically when Cline or Claude Desktop needs it. However, you can also start it manually for testing.
macOS/Linux:
Windows:
Verifying Installation
The server should output "Smartsheet MCP server running on stdio" when started
Test the connection using any MCP tool (e.g., get_column_map)
Check the Python environment has the smartsheet package installed:
conda activate cline_mcp_env pip show smartsheet-python-sdk
Usage Examples
Getting Column Information (Read)
Writing Data (Create)
Searching Data
Updating Data (Update)
Deleting Data (Delete)
Healthcare Analytics Examples
Workspace Management Examples
Development
For development with auto-rebuild:
Debugging
Since MCP servers communicate over stdio, debugging can be challenging. The server implements comprehensive error logging and provides detailed error messages through the MCP protocol.
Key debugging features:
Error logging to stderr
Detailed error messages in MCP responses
Type validation at multiple levels
Comprehensive operation result reporting
Dependency analysis for column operations
Formula reference tracking
Error Handling
The server implements a multi-layer error handling approach:
MCP Layer
Validates tool parameters
Handles protocol-level errors
Provides formatted error responses
Manages timeouts and retries
CLI Layer
Validates command arguments
Handles execution errors
Formats error messages as JSON
Validates column operations
Operations Layer
Handles Smartsheet API errors
Validates data types and formats
Provides detailed error context
Manages column dependencies
Validates formula references
Ensures data integrity
Contributing
Contributions are welcome! Please ensure:
TypeScript/Python code follows existing style
New features include appropriate error handling
Changes maintain backward compatibility
Updates include appropriate documentation
Column operations maintain data integrity
Formula references are properly handled
remote-capable server
The server can be hosted and run remotely because it primarily relies on remote services or has no dependency on the local environment.
Provides seamless integration with Smartsheet, enabling automated operations on Smartsheet documents through a standardized interface that bridges AI-powered automation tools with Smartsheet's collaboration platform.
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