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christianclaudio

mcp-server-smartsheet-rm

Server Configuration

Describes the environment variables required to run the server.

NameRequiredDescriptionDefault
SMARTSHEET_RM_PROFILENoTool profile subset: time, projects, admin, fullfull
SMARTSHEET_RM_BASE_URLNoBase API URLhttps://api.rm.smartsheet.com/api/v1
SMARTSHEET_RM_READONLYNoSet to 1 to restrict server to read-only tools0
SMARTSHEET_RM_API_TOKENYesSmartsheet RM (10,000ft) API Token (Required)
SMARTSHEET_RM_LOG_FORMATNoSet to json for Datadog/CloudWatch structured logstext
SMARTSHEET_RM_ALLOW_BULK_DESTRUCTIVENoSet to 1 to unlock bulk delete operations0

Instructions

Guidance the server publishes about itself, which clients place ahead of the tool catalog so the model reads it before choosing anything.

This server publishes no instructions, or was last inspected before Glama recorded them.

Capabilities

Features and capabilities supported by this server

Protocol revision2025-11-25

CapabilityDetails
tools
{
  "listChanged": false
}
prompts
{
  "listChanged": false
}
resources
{
  "subscribe": false,
  "listChanged": false
}
experimental
{}

Tools

Functions exposed to the LLM to take actions

NameDescription
rm_list_time_entriesA

List time entries across organization or filtered by project, user, or date range (YYYY-MM-DD).

rm_get_time_entryA

Get details for a specific time entry by its ID.

rm_create_time_entryC

Create a new time entry for a user on a project (date format: YYYY-MM-DD).

rm_update_time_entryC

Update an existing time entry.

rm_delete_time_entryA

Delete a time entry (Destructive: requires confirm=True).

rm_list_user_suggestionsA

Read unconfirmed scheduled time suggestions for a user.

rm_update_time_approval_statusC

Approve or reject time entries for a user (status: 'approved', 'rejected', 'pending').

rm_lock_timesheetA

Lock or unlock timesheet records for a user up to a specified lock date (YYYY-MM-DD).

rm_list_projectsB

List projects in Smartsheet RM with filtering, phase inclusion, and pagination.

rm_get_projectC

Get project details including budget, phases, client, and dates.

rm_create_projectB

Create a new project in Smartsheet RM.

rm_update_projectB

Update project metadata, state, dates, budget or archive status.

rm_delete_projectA

Delete a project (Destructive: requires confirm=True).

rm_list_project_usersB

List users associated with or assigned to a specific project.

rm_list_project_phasesA

List phases belonging to a project.

rm_get_project_phaseA

Get details for a specific project phase.

rm_create_project_phaseC

Create a new phase under a project.

rm_update_project_phaseC

Update an existing project phase.

rm_delete_project_phaseA

Delete a project phase (Destructive: requires confirm=True).

rm_list_assignmentsB

List resource scheduling assignments across projects or filtered by user/project.

rm_get_assignmentB

Get details for a specific assignment.

rm_create_assignmentC

Create a resource assignment on a project or phase (dates: YYYY-MM-DD).

rm_update_assignmentA

Update dates, allocation percentage, or hours on an existing assignment.

rm_delete_assignmentA

Delete a resource assignment (Destructive: requires confirm=True).

rm_list_usersB

List users in the organization with role/discipline filtering.

rm_get_userB

Get details for a specific user.

rm_create_userC

Create a new user profile in Smartsheet RM.

rm_update_userB

Update a user's profile, role, discipline, bill rate, or archive state.

rm_delete_userA

Delete or archive a user (Destructive: requires confirm=True).

rm_list_user_bill_ratesB

List bill rate tiers for a user.

rm_create_user_bill_rateA

Add a bill rate tier with an effective date range for a user.

rm_get_user_availabilityB

Query scheduled hours vs available capacity for a user.

rm_get_user_utilizationB

Get billable utilization metrics for a user.

rm_list_rolesA

List all configured user roles.

rm_create_roleC

Create a new role.

rm_update_roleC

Update an existing role.

rm_delete_roleA

Delete a role (Destructive: requires confirm=True).

rm_list_disciplinesA

List all configured disciplines.

rm_create_disciplineB

Create a new discipline.

rm_update_disciplineB

Update an existing discipline.

rm_delete_disciplineA

Delete a discipline (Destructive: requires confirm=True).

rm_list_clientsC

List clients.

rm_get_clientA

Get details for a specific client.

rm_create_clientC

Create a new client record.

rm_update_clientC

Update a client record.

rm_delete_clientA

Delete a client record (Destructive: requires confirm=True).

rm_list_client_contactsA

List contacts associated with a client.

rm_create_client_contactC

Add a contact for a client.

rm_delete_client_contactA

Delete a client contact (Destructive: requires confirm=True).

rm_list_leave_typesA

List leave types (e.g. Vacation, Sick, Parental, PTO).

rm_get_leave_typeB

Get details for a specific leave type.

rm_create_leave_typeA

Create a new leave type.

rm_update_leave_typeB

Update a leave type name.

rm_delete_leave_typeA

Delete a leave type (Destructive: requires confirm=True).

rm_list_holidaysB

List company and regional holidays.

rm_get_holidayA

Get details for a specific holiday.

rm_create_holidayA

Create a new company holiday or non-working day.

rm_update_holidayD

Update a holiday.

rm_delete_holidayA

Delete a holiday (Destructive: requires confirm=True).

rm_list_expensesA

List logged expenses across projects or filtered by project/user.

rm_get_expenseB

Get details for a specific logged expense.

rm_create_expenseC

Log a project expense item.

rm_update_expenseC

Update a logged expense item.

rm_delete_expenseA

Delete an expense item (Destructive: requires confirm=True).

rm_list_expense_categoriesA

List configured expense categories.

rm_create_expense_categoryB

Create an expense category.

rm_delete_expense_categoryA

Delete an expense category (Destructive: requires confirm=True).

rm_list_tagsC

List tags.

rm_create_tagC

Create a tag.

rm_delete_tagA

Delete a tag (Destructive: requires confirm=True).

rm_list_custom_fieldsA

List custom field definitions.

rm_get_custom_fieldA

Get details of a custom field definition.

rm_create_custom_fieldA

Create a custom field definition (field_type: text, number, select, date; target_type: Project, User, Phase).

rm_update_custom_fieldC

Update a custom field definition.

rm_delete_custom_fieldA

Delete a custom field definition (Destructive: requires confirm=True).

rm_list_custom_field_valuesC

List custom field values for a specific entity.

rm_set_custom_field_valuesC

Set custom field values for an entity.

rm_fill_weekly_timesheetB

Batch-fill weekly timesheet entries (Mon-Fri 8h default, or 7-day with include_weekends=True) for a user.

start_date: Monday date of the week in YYYY-MM-DD. include_weekends: When True, logs Saturday and Sunday entries as well. weekend_hours: Specific hours for Saturday/Sunday (defaults to daily_hours if omitted).

rm_confirm_suggested_hoursB

Auto-confirm all unconfirmed scheduled suggestions for a user within a date range.

rm_reconcile_and_submit_weekB

Audit weekly logged hours against a target (40h) and optionally submit/approve timesheet.

rm_clone_project_scheduleA

Duplicate project phases, milestone structure, and assignments to a new project.

rm_list_approvalsA

List submitted time entry and expense approvals across the organization.

rm_create_approvalC

Submit or approve approvable records (approvable_type: 'time_entries' or 'expense_items').

rm_delete_approvalA

Delete a pending approval record (Destructive: requires confirm=True).

rm_list_status_optionsA

List account-level assignment work status options.

rm_get_user_statusesA

Retrieve work status history for a specific user (ITO, WFH, SIC, OOO, VAC, OOF).

rm_set_user_statusA

Set current working status for a user (status: 'ITO', 'WFH', 'SIC', 'OOO', 'VAC', 'OOF').

rm_list_placeholder_resourcesA

List placeholder resources used for forecasting and capacity modeling.

rm_create_placeholder_resourceC

Create a placeholder resource.

rm_delete_placeholder_resourceA

Delete a placeholder resource (Destructive: requires confirm=True).

rm_list_assignment_subtasksA

List subtasks (checklist tasks) for a project assignment.

rm_create_assignment_subtaskC

Create a subtask under a project assignment.

rm_delete_assignment_subtaskB

Delete an assignment subtask (Destructive: requires confirm=True).

rm_get_report_rowsC

Generate detailed custom report rows.

rm_get_report_totalsC

Generate aggregated custom report totals.

rm_list_webhooksA

List configured organization webhooks.

rm_create_webhookB

Register a webhook subscription (e.g. 'time.entry.created', 'project.updated', 'assignment.created').

rm_delete_webhookA

Delete a webhook subscription (Destructive: requires confirm=True).

Prompts

Interactive templates invoked by user choice

NameDescription
timesheet_reconciliationAudit and reconcile weekly timesheets against 40-hour capacity target.
project_staffing_planAnalyze resource assignments and phase timelines for a project.

Resources

Contextual data attached and managed by the client

NameDescription
rm_capabilities_resourceResource documentation detailing Smartsheet Resource Management capabilities.
rm_quickstart_resourceQuickstart guide for Smartsheet Resource Management MCP operations.

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