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Smartsheet MCP Server

by prmbr42-bot

Smartsheet MCP Server

A production-ready Model Context Protocol (MCP) server that gives AI agents full read/write access to Smartsheet — equivalent to the native Claude MCP, but deployable as a remote HTTP endpoint for Microsoft 365 Copilot declarative agents and Copilot Studio.


Tools Exposed

Tool

Description

Read-only

smartsheet_list_sheets

List all accessible sheets

smartsheet_get_sheet

Read sheet data (columns + rows + cells) with filters & pagination

smartsheet_get_columns

Get column definitions and IDs for a sheet

smartsheet_add_rows

Add rows with cell values and hierarchy placement

smartsheet_update_rows

Update existing row cells, lock/unlock rows

smartsheet_delete_rows

Permanently delete rows

smartsheet_add_columns

Add new columns with type/options

smartsheet_get_report

Read paginated report data

smartsheet_list_reports

List all accessible reports

smartsheet_list_workspaces

List workspaces

smartsheet_browse_workspace

Browse all contents of a workspace

smartsheet_browse_folder

Browse folder contents

smartsheet_list_dashboards

List all dashboards (Sights)

smartsheet_list_sheet_discussions

Get all discussions on a sheet

smartsheet_list_row_discussions

Get discussions on a specific row

smartsheet_create_sheet_discussion

Start a new sheet-level discussion

smartsheet_create_row_discussion

Start a new row-level discussion

smartsheet_add_comment

Reply to an existing discussion

smartsheet_delete_comment

Delete a comment (own comments only)

smartsheet_list_attachments

List all attachments on a sheet

smartsheet_list_row_attachments

List attachments on a row

smartsheet_attach_url_to_row

Attach a URL link to a row

smartsheet_delete_attachment

Permanently delete an attachment

smartsheet_search

Full-text search across all Smartsheet assets

smartsheet_search_sheet

Full-text search within one sheet

smartsheet_get_cell_history

Audit trail — all historic values of a cell

smartsheet_get_sheet_version

Check if a sheet was modified (lightweight)


Prerequisites

  • Node.js 18+

  • A Smartsheet API token — generate one at: Account → Apps & Integrations → API Access

  • For M365 Copilot deployment: an Azure App Service or Azure Container Apps to host the HTTP server


Local Development (stdio — Claude Desktop or Copilot Studio local)

npm install
npm run build

# Set your token
export SMARTSHEET_API_TOKEN=your_token_here

# Run in stdio mode (default)
npm start

Claude Desktop config (claude_desktop_config.json)

{
  "mcpServers": {
    "smartsheet": {
      "command": "node",
      "args": ["/absolute/path/to/smartsheet-mcp-server/dist/index.js"],
      "env": {
        "SMARTSHEET_API_TOKEN": "your_token_here"
      }
    }
  }
}

Remote HTTP Deployment (for M365 Copilot)

# Run in HTTP mode
TRANSPORT=http SMARTSHEET_API_TOKEN=your_token_here npm start

# Server listens at http://localhost:3000/mcp
# Health check: GET http://localhost:3000/health

Per-request Token (multi-user / OAuth scenarios)

Each request can pass its own token via header, overriding the server default:

X-Smartsheet-Token: user_specific_token

This supports SSO scenarios where each M365 user authenticates to Smartsheet with their own credentials.


Deploying to Azure App Service

# Build the project
npm run build

# Create a zip of the deployable files
zip -r deploy.zip dist/ package.json package-lock.json

# Deploy via Azure CLI
az webapp deploy --resource-group <rg> --name <app-name> --src-path deploy.zip

# Set environment variables in Azure
az webapp config appsettings set \
  --resource-group <rg> \
  --name <app-name> \
  --settings SMARTSHEET_API_TOKEN=your_token TRANSPORT=http

Your MCP endpoint will be:

https://<app-name>.azurewebsites.net/mcp

Wiring into M365 Copilot (Declarative Agent)

  1. Open Copilot Studio → Create or edit an agent

  2. Go to ActionsAdd an actionModel Context Protocol (MCP)

  3. Enter your server URL: https://<app-name>.azurewebsites.net/mcp

  4. Select the tools you want the agent to use

  5. Configure authentication (API key or OAuth)

  6. Publish the agent

ℹ️ MCP is now generally available in Copilot Studio as of mid-2025.

Option B — VS Code + Microsoft 365 Agents Toolkit (for IT/Dev)

  1. Install Microsoft 365 Agents Toolkit extension in VS Code

  2. Create a new Declarative Agent from the toolkit

  3. Choose Add Action → Start with an MCP server

  4. Enter your MCP endpoint URL

  5. The toolkit auto-generates the plugin manifest by reading your tool schemas

  6. Pick which tools to expose

  7. Configure OAuth (Smartsheet supports OAuth 2.0) or API key auth

  8. Deploy to your M365 tenant via Microsoft 365 Admin Center → Copilot → Agents

Option C — Direct Manifest (Advanced)

The Agents Toolkit auto-generates ai-plugin.json and openapi.json from your MCP server's tool list. These files go into the declarative agent's appPackage/ directory and are uploaded to the Teams App Catalog.


Authentication Options for M365

Method

When to use

API Key in header (X-Smartsheet-Token)

Single shared service account token; simplest setup

OAuth 2.0 (per user)

Each user authenticates with their own Smartsheet account; required for per-user audit trails

Managed Identity + Key Vault

Best practice for production Azure deployments; store token in Key Vault, bind to App Service MSI

Smartsheet OAuth App Setup (for per-user auth)

  1. Go to Smartsheet Developer Portal

  2. Create a new app → Set redirect URI to https://teams.microsoft.com/api/platform/v1.0/oAuthRedirect

  3. Copy the Client ID and Client Secret

  4. In Agents Toolkit: choose OAuth (static registration) and paste these values


Environment Variables

Variable

Required

Description

SMARTSHEET_API_TOKEN

Yes (unless using per-request header)

Smartsheet API Bearer token

TRANSPORT

No (default: stdio)

Set to http for remote/Copilot deployments

PORT

No (default: 3000)

HTTP listen port


Known M365 Copilot Limitations

  • Only tools are supported — MCP resources and prompts are ignored by Copilot

  • Nested object schemas with minimum/maximum/default on nested properties can fail manifest validation in the Agents Toolkit — strip these if provisioning fails

  • Max 5 tools injected inline when ≤5 plugins are defined in a declarative agent manifest; above 5, the orchestrator selects dynamically

  • Confirmation prompts: Read-only tools (annotated readOnlyHint: true) don't require user confirmation; write tools do on first call


Project Structure

smartsheet-mcp-server/
├── src/
│   ├── index.ts                     # Entry point, transport selection
│   ├── types.ts                     # Smartsheet entity types
│   ├── constants.ts                 # API base URL, limits
│   ├── services/
│   │   └── smartsheet.ts            # API client, auth, error handling
│   └── tools/
│       ├── sheets.ts                # Sheet CRUD, rows, columns
│       ├── reports-workspaces.ts    # Reports, workspaces, folders, dashboards
│       ├── discussions-attachments.ts  # Comments, attachments
│       └── search.ts               # Search, cell history, version check
├── dist/                            # Compiled JS (after npm run build)
├── package.json
├── tsconfig.json
└── README.md
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