Smartsheet
 · MCP Server

Smartsheet MCP — Sheet Data, Queryable in Plain English

Improvado connects Smartsheet to Claude, ChatGPT, and any MCP-compatible AI agent. Query project timelines, resource capacity, row-level data, and automation activity — all in natural language, without building reports.

46K+ metrics · Read & Write access · 500+ platforms · <60s setup
📈 Read

Read: Query Any Sheet Without Building Reports

Stop building Smartsheet reports and exporting to Excel. Ask your AI agent for rows matching any criteria, rollup summaries, timeline gaps, resource allocation stats, or automation run history — across any sheet, workspace, or date range.

Your AI agent reads harmonized data across 500+ platforms. "Cost" in Google Ads and "spend" in Meta Ads resolve to the same field automatically.

Example prompts
"Show anomalies across all accounts" 2h → 40s
"CPL in New York vs. California?" 1h → 30s
"ROAS by campaign type, last 30 days" 45m → 15s
Works with Claude ChatGPT Cursor +5
Write actions
"Launch A/B test, $5K budget" 5 days → 20m
"Shift 20% of Display to PMax" 2h → 1m
"Pause all ad groups with CPA > $50" 30m → 10s
🛡 Every action logged · Fully reversible · SOC 2 certified
🚀 Write

Write: Update Sheets Through Conversation

Your AI agent doesn't just read Smartsheet data — it acts on it. Update cell values, add rows, change statuses, assign owners, and create new sheets from templates — all through natural language.

250+ governance rules enforce naming conventions, budget limits, and KPI thresholds. SOC 2 Type II certified.

⚠️ Monitor

Monitor: Track Sheet Changes and Project Risk Automatically

Set up watches on the Smartsheet data that drives decisions. Your AI monitors sheet changes, project status updates, and deadline gaps — flagging risks before they show up in a leadership report.

Automated weekly reports, anomaly flagging, and budget alerts — all from a single conversation. No more morning check-ins across 5 dashboards.

Monitor prompts
"Flag ad groups over 120% budget" 3h → 1m
"Weekly report: spend, CPA, anomalies" 3h → auto
"Which creatives are fatiguing?" 2h → 30s
Alerts sent to Slack, email, or your AI agent
💡
Ideate
🚀
Launch
📈
Measure
🔍
Analyze
📝
Report
🔄
Iterate
One conversation. All six phases. Every platform.
🔄 Full Cycle

The Closed Loop: Read → Decide → Write → Monitor

Your AI agent doesn't just read Smartsheet data — it acts on it. Update cell values, add rows, change statuses, assign owners, and create new sheets from templates — all through natural language.

Every phase runs through the same MCP connection. One protocol, all platforms, full governance. No switching between tools.

Challenge 1

Cross-Sheet Reporting Requires Manual Assembly

THE PROBLEM

Project data lives across 20+ Smartsheets. Getting a consolidated view — which projects are at risk, which are on track, who's over-allocated — means opening each sheet, applying filters, and assembling a summary manually. This happens every Monday and takes 2 hours.

HOW MCP SOLVES IT

Improvado extracts data from all connected Smartsheets into a unified queryable model. The MCP server lets your AI generate a consolidated cross-sheet report in seconds — any criteria, any combination of sheets.

Try asking
"Show ROAS across all 120 accounts"
Answer in seconds
All data sources, one query
Try asking
"What's my CPL in New York vs. California?"
🔍
Full detail preserved
No data loss on export
Challenge 2

Smartsheet Automations Run Silently and Fail Silently

THE PROBLEM

Smartsheet automations handle row updates, notifications, and approvals. When they stop working — because of a trigger condition change or permission issue — nothing alerts the team. Workflows break quietly, and data integrity suffers.

HOW MCP SOLVES IT

Improvado tracks Smartsheet automation activity and normalizes it into a queryable model. The MCP server lets your AI audit which automations are active, when they last ran, and whether any have stopped firing — before silent failures cause downstream data problems.

Challenge 3

Smartsheet Data Can't Be Combined with Other Business Data

THE PROBLEM

Project data in Smartsheet can't be easily joined with CRM pipeline, financial data, or marketing budgets. Cross-functional analysis — like comparing project spend vs revenue impact — requires exporting to spreadsheets and manually joining two separate datasets.

HOW MCP SOLVES IT

Improvado normalizes Smartsheet data alongside data from CRMs, finance tools, and marketing platforms. The MCP server lets your AI cross-reference project data with other business systems in a single query — no manual joining required.

Try asking
"PMax vs. Search ROAS for Q1?"
⚖️
Unified data model
Compare anything side by side
Agency CEO
Portfolio health. Client risk. Revenue signals.
Media Strategist
70% strategy, not 70% ops. Auto campaign QA.
Marketing Analyst
Zero wrangling. Cross-platform. AI narratives.
Account Manager
QBR decks auto-generated. Call prep in 30s.
Creative Director
Performance-to-brief. Predict winners before spend.
👥 Teams

One Framework. Five Roles. Zero Setup.

Same MCP connection, different workflows for every team member. Agency CEOs get portfolio health. Media Strategists get campaign QA. Analysts get cross-platform reports. Account Managers get auto-generated QBR decks. Creative Directors get performance-based briefs.

Each role asks in natural language. The MCP server handles the complexity — rate limits, auth, schema normalization, governance — behind the scenes.

Frequently Asked Questions

What Smartsheet data can I access through the MCP server?
+

Sheet rows and columns (including all cell values and formulas), reports, dashboards, attachment metadata, comments, automation run history, workspace structure, and resource management data. Custom column types — including dropdown lists, contact lists, and date fields — are all queryable.

Can the AI write back to Smartsheet or just read data?
+

Both. Read operations include all row, sheet, and automation analytics. Write operations include adding and updating rows, changing cell values, assigning owners, creating sheets from templates, and updating column configurations. Permissions are scoped to your Smartsheet API credentials.

Does this work with Smartsheet Reports and Dashboards?
+

Yes. The MCP server can query data from Smartsheet Reports (cross-sheet aggregations) and surface the underlying row data powering dashboards. This gives your AI access to the same rollup logic you've already configured in Smartsheet.

Which AI tools work with this Smartsheet MCP server?
+

Any MCP-compatible client — Claude Desktop, ChatGPT, Cursor, Windsurf, Gemini, and custom applications using MCP HTTP transport. Claude is the most commonly used due to native MCP support.

Can I query data from multiple sheets at once?
+

Yes. Improvado normalizes data across all connected Smartsheets into a unified model. Your AI can query across any number of sheets simultaneously — no need to manually join exports or switch between views.

How long does setup take?
+

If you're already an Improvado user, connect Smartsheet in the integrations panel and start querying at app.improvado.io/agent. For Claude Desktop or Cursor, add one line to your MCP config — under 60 seconds.

What Smartsheet data can I access through the MCP server?
Sheet rows and columns (including all cell values and formulas), reports, dashboards, attachment metadata, comments, automation run history, workspace structure, and resource management data. Custom column types — including dropdown lists, contact lists, and date fields — are all queryable.
Can the AI write back to Smartsheet or just read data?
Both. Read operations include all row, sheet, and automation analytics. Write operations include adding and updating rows, changing cell values, assigning owners, creating sheets from templates, and updating column configurations. Permissions are scoped to your Smartsheet API credentials.
Does this work with Smartsheet Reports and Dashboards?
Yes. The MCP server can query data from Smartsheet Reports (cross-sheet aggregations) and surface the underlying row data powering dashboards. This gives your AI access to the same rollup logic you've already configured in Smartsheet.
Which AI tools work with this Smartsheet MCP server?
Any MCP-compatible client — Claude Desktop, ChatGPT, Cursor, Windsurf, Gemini, and custom applications using MCP HTTP transport. Claude is the most commonly used due to native MCP support.
Can I query data from multiple sheets at once?
Yes. Improvado normalizes data across all connected Smartsheets into a unified model. Your AI can query across any number of sheets simultaneously — no need to manually join exports or switch between views.
How long does setup take?
If you're already an Improvado user, connect Smartsheet in the integrations panel and start querying at app.improvado.io/agent. For Claude Desktop or Cursor, add one line to your MCP config — under 60 seconds.

Stop Reporting. Start Executing.

Connect your data to an AI agent in under 60 seconds. The closed loop starts with one conversation.

SOC 2 Type II
GDPR
500+ Platforms
46K+ Metrics