mcp-server-smartsheet-rm
Server Configuration
Describes the environment variables required to run the server.
| Name | Required | Description | Default |
|---|---|---|---|
| SMARTSHEET_RM_PROFILE | No | Tool profile subset: time, projects, admin, full | full |
| SMARTSHEET_RM_BASE_URL | No | Base API URL | https://api.rm.smartsheet.com/api/v1 |
| SMARTSHEET_RM_READONLY | No | Set to 1 to restrict server to read-only tools | 0 |
| SMARTSHEET_RM_API_TOKEN | Yes | Smartsheet RM (10,000ft) API Token (Required) | |
| SMARTSHEET_RM_LOG_FORMAT | No | Set to json for Datadog/CloudWatch structured logs | text |
| SMARTSHEET_RM_ALLOW_BULK_DESTRUCTIVE | No | Set to 1 to unlock bulk delete operations | 0 |
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
| Capability | Details |
|---|---|
| tools | {
"listChanged": false
} |
| prompts | {
"listChanged": false
} |
| resources | {
"subscribe": false,
"listChanged": false
} |
| experimental | {} |
Tools
Functions exposed to the LLM to take actions
| Name | Description |
|---|---|
| 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
| Name | Description |
|---|---|
| timesheet_reconciliation | Audit and reconcile weekly timesheets against 40-hour capacity target. |
| project_staffing_plan | Analyze resource assignments and phase timelines for a project. |
Resources
Contextual data attached and managed by the client
| Name | Description |
|---|---|
| rm_capabilities_resource | Resource documentation detailing Smartsheet Resource Management capabilities. |
| rm_quickstart_resource | Quickstart guide for Smartsheet Resource Management MCP operations. |
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