Install the Smartsheet Connector in Claude

Link your Smartsheet account to Claude to generate natural-language summaries and take action on individual sheets.

Who can use this?

Plans:

  • Business
  • Enterprise

This Connector uses the Model Context Protocol (MCP), a secure standard that allows Claude to access your Smartsheet data with your permission, understand your work in context, and act on your behalf.
Claude securely accesses live sheet data—such as task progress, overdue items, and key risks—and presents a concise summary directly in the Claude interface. You can also update statuses, dates, and risks using natural-language prompts, making it easy to understand project status and keep work moving without navigating multiple sheets.

See some examples on how you can use this Connector in your day-to-day work in Use the Smartsheet Connector with Claude.

Learn about the underlying tools that power this integration in the Smartsheet MCP Server tools article.

What functionality is supported?

  • Discovery & Search:
    • Find sheets, reports, dashboards, folders, and workspaces by name and using their URLs
    • Browse available workspaces and folders and explore file structure
    • Retrieve sheet data with filtering, sorting, and column selection
  • Sheet Management:
    • Create new sheets
    • Create a sheet from a template
    • Add or remove sheet-level comments and attachments
  • Row Operations:
    • Add new rows
    • Modify existing rows
    • Remove rows (max 10 at once)
    • Add or remove row-level comments and attachments
  • Column Operations:
    • View column metadata and properties
    • Create new columns
    • Modify column properties
    • Remove columns
  • Workspaces and folders:
    • Create Workspace
    • Create Folders in Workspace or folders
  • Get Cell History
  • Get Sheet Version

Get started

Organizational Prerequisites

A Claude Owner must enable the integration for your organization. Refer to Claude’s instructions here.

User prerequisites

To install and use the Connector, ensure you meet these individual criteria:

  • You must be a paid user on a Business or Enterprise plan.
  • You must be an active user on any Claude plan.
  • You must have access to Claude via a web browser or the Claude Desktop App.

Install the Connector

  1. Open Claude and sign in with your credentials.
  2. Go to Settings > Connectors. 
  3. If the Smartsheet Connector doesn't appear, select Browse Connectors and search for Smartsheet.
  4. Once found, select it and then select Connect.

A new tab appears. 

  1. Log in with your Smartsheet credentials and select Allow.

When prompted, use the following URLs based on your Smartsheet region:

You’re now connected to the Smartsheet MCP Server. The Configure button and the server URL appear, confirming the connection.

 

Manage Smartsheet Access

You can toggle read and write access manually. In Claude, go to Connectors > Smartsheet > Configure and set Claude's access to the various Smartsheet tools.

Now, you can start a new chat; just ensure the Connector is enabled for it.

See some examples on how you can use this Connector in your day-to-day work in Use the Smartsheet Connector with Claude.

FAQ

What are the pre-requisites for being able to use this integration?

  • Be a paid user in a Business or Enterprise Smartsheet account (which includes the ability to generate an API key within your Smartsheet instance)
  • An Enterprise account with Claude and access to Claude Desktop
  • Have access to non-production sample or test sheets approved for AI access and updates, or are open to AI accessing live production data 

What access do Smartsheet and Claude have to my data via the integration?

Claude can access only the Smartsheet data you explicitly allow, including specific sheets, workspaces, or objects that you already have permission to view or edit, and only when you initiate a request. It cannot browse your account independently or access data outside the scope you select. Data is processed at runtime to generate a response and is not stored or used for model training. Smartsheet itself does not use customer data to train Claude or any other AI models, and does not access or process Claude-generated content, except for aggregated usage and reliability tracking.
 

How do I limit Smartsheet and Claude's access to my data and prompts? 

You control access through existing Smartsheet permissions and Admin controls. Both Smartsheet AI features and Claude can access only the specific sheets, workspaces, and objects you already have permission to use, and only when you actively initiate a request. Organization sysadmins can turn on and off Read/Write permissions. Data and prompts are processed at runtime solely to fulfill your request and are not stored or used for model training.