Smartsheet AI & MCP server changelog

Date: Sep-09-2026

We added the following tools to the Smartsheet MCP Server:

• get_workflows — lists all workflows attached to a sheet, returning each workflow's full trigger and action tree with pagination support.
• create_workflow — creates a new workflow on a sheet using human-readable names for columns, recipients, and other references.
• enable_workflow — re-activates a disabled workflow by its ID.
• disable_workflow — turns off a workflow without deleting it, allowing it to be re-enabled later.
• delete_workflow — permanently deletes a workflow by its ID.

Date: Sep-02-2026

For the Smartsheet MCP Server, we added Scenario Planning tools. Use the tools to create scenario plans and scenarios, ask high-level questions about scenario data and comparison metrics, view capacity and availability, bulk reassign resources, and apply a revised scenario back to its Workload Tracking-enabled project sheets.

For details and use cases, refer to the Scenario Planning MCP tools.

Date: Aug-19-2026

We added the following tools to the Smartsheet MCP Server:

• list_portfolios — retrieves a paginated list of portfolios accessible to the current user, including name, workspace ID, and permalink.
• get_portfolio — retrieves a specific portfolio by its ID, including name, workspace ID, and permalink.
• list_project_templates — retrieves a list of project templates associated with a portfolio, including name, workspace ID, and permalink.
• get_project_template — retrieves a specific project template by its ID, including name, workspace ID, permalink, and parent portfolio summary.
• list_projects — retrieves a paginated list of projects associated with a specific project template, including name, workspace ID, and permalink.
• get_project — retrieves a specific project by its ID, including name, workspace ID, and permalink.
• create_portfolio — creates a new portfolio, including a project list sheet, portfolio-level dashboards and reports, and a default "Standard template" project template.
• create_project_template — creates a new project template within a portfolio, optionally copying the structure of an existing workspace or folder.
• delete_portfolio — permanently deletes a portfolio and all its project templates, projects, and workspace contents.
• delete_project_template — permanently deletes a project template and all assets within its workspace.
• get_portfolio_project_list_sheet — retrieves the sheet ID and permalink of a portfolio's project list sheet, which is used to provision new projects.

Date: Aug-13-2026

We added the following user plan tools to the Smartsheet MCP Server:

• get_plan_id — retrieves the list of plans that the authenticated user is a member of.
• get_seat_usage — retrieves per-user seat usage detail and activity scores for a plan as a flat, paginated list.
• get_license_inventory — retrieves a point-in-time license usage snapshot for a Smartsheet plan.

Date: Jul-31-2026

We added the following chart tools to the Smartsheet MCP Server:

• get_chart_suggestions — Retrieves AI-powered, categorized chart suggestions with ready-to-use prompts for a sheet.
• create_chart_from_prompt — Generates charts and metrics from a natural language description against a sheet's data.
• create_chart_from_data — Builds a chart structure from pre-computed data values without querying any sheet.
• refine_chart — Returns suggested follow-up refinements for an existing chart within an active conversation.
• explain_chart — Provides a plain-language summary and step-by-step reasoning for how a chart was produced.
• query_chart — Retrieves the definition, data points, and styling of a chart saved to a dashboard.
• get_chart_definition — Retrieves the type, axes, styling, and full configuration of a saved dashboard chart.
• add_chart_to_dashboard — Adds a previously created chart or metric to a Smartsheet dashboard as a new widget.

Date: Jul-31-2026

We added a video (in this article) that demonstrates configuring an agent for the Smartsheet MCP Server in Microsoft Copilot Studio and accessing that agent from within Microsoft 365 Copilot.

Date: Jul-28-2026

Improvements:

• browse_workspace and browse_folder support filtering for templates; templates is now a supported asset_type value.
• create_workspace and create_folder reject names that are empty, whitespace-only, or longer than 50 characters; the rejection occurs at validation time.
• browse_workspace, browse_folder, and list_workspaces responses can include up to 1000 items per page.

Fixes: In the create_folder documentation, we corrected the following parameter names:

• Corrected container_id to parent_id
• Corrected container_type to parent_type

Date: Jun-29-2026

We added the following tools to the Smartsheet MCP Server:

• create_dashboard creates a Smartsheet dashboard whose widgets are generated by AI from one or more source sheets.

• get_sheet_path returns the full hierarchical path of a sheet within the Smartsheet workspace

• list_discussions lists discussions associated with a sheet or a row. This tool replaces the list_sheet_discussions and list_row_discussions tools.

• create_discussion creates a discussion on a sheet or a row. This tool replaces the create_discussion_on_sheet and create_discussion_on_row tools.

• create_folder Creates a folder in a workspace root or in a specific folder. This tool replaces the create_folder_in_workspace and create_folder_in_folder tools.

We improved the get_sheet_summary tool to include parameters for scoping attachments.

The following tools have been removed and replaced:

• list_row_attachments has been replaced by the get_sheet_summary tool's attachment listing capabilities.
• list_discussion_attachments has been replaced by the get_sheet_summary tool's attachment listing capabilities.
• list_sheet_discussions has been replaced by the list_discussions tool.
• list_row_discussions has been replaced by the list_discussions tool.
• create_discussion_on_sheet has been replaced by the create_discussion tool.
• create_discussion_on_row has been replaced by the create_discussion tool.
• create_folder_in_workspace has been replaced by the create_folder tool.
• create_folder_in_folder has been replaced by the create_folder tool.

Date: Jun-17-2026

The Smartsheet MCP Server Connector in Amazon Quick is generally available.

Date: Jun-11-2026

The Smartsheet MCP Server Connector in ChatGPT is generally available.

Date: Jun-11-2026

The Smartsheet MCP Server Connector in Microsoft 365 Copilot is generally available.

Date: Jun-11-2026

The Smartsheet MCP Server Connector in Gemini Enterprise Plus is generally available.

Date: Jun-11-2026

We added the create_report tool to the Smartsheet MCP Server. The create_report tool creates a new Smartsheet report that aggregates data from one or more source sheets or from all of the sheets in one or more workspaces.

For details, refer to create_report in the MCP server tools article.

Date: May-26-2026

ADDITION:

We added a Smartsheet MCP Server tool to do a full-text search on a sheet, a tool that unifies sheet creation, and a tool that unifies URL attachment.

Find text in a sheet

The find_in_sheet tool searches for text within a specific Smartsheet sheet. It returns matching cells with row and column IDs, display values, and character offsets for each match.

Sheet creation

We unified the following four tools into a single tool called create_sheet:

• create_sheet_in_workspace (removed)
• create_sheet_in_workspace_from_template (removed)
• create_sheet_in_folder (removed)
• create_sheet_in_folder_from_template (removed)

The create_sheet tool uses a container_type (folder/workspace) parameter and accepts either a CreateSheet (with columns) or CreateSheetFromTemplate (with from_id) input to cover all the functionality of the four former tools, listed above.

URL attachment

The following 3 tools were unified into a single attach_url tool:

• attach_url_to_row (removed)
• attach_url_to_comment (removed)
• attach_url_to_sheet (removed)

The attach_url tool uses a target_type (sheet/row/comment) parameter and an optional target_id (required for row/comment targets) to cover all the functionality of the three former tools, listed above.

Date: May-21-2026

ADDITION:

We added the following Smartsheet MCP Server tools for listing asset shares and marking assets as favorites.

Sharing

list_shares - Retrieves a list of users and groups to whom the asset has been shared, including access level.

Favorites

• list_favorites - List all favorites for the user
• is_favorite - Check if an asset is favorite
• add_favorites - Add assets to favorites
• delete_favorites - Remove assets from favorites

Date: Apr-06-2026

ADDITION:

We added the following attachment tools to the Smartsheet MCP server:

• list_attachments - Retrieves a paginated list of all attachments on a specific sheet, including files, links, and cloud storage integrations attached at the sheet, row, and discussion levels.
• list_row_attachments - Gets a paginated list of all attachments on a specific row.
• list_discussion_attachments - Fetches a paginated list of all attachments on a specific discussion in Smartsheet.
• get_attachment - Retrieves attachment metadata by ID including name, type, URL, size, and timestamps.
• attach_url_to_sheet - Attaches a URL to a Smartsheet sheet, enabling you to add links to external resources such as Google Drive files, Box documents, Dropbox links, or any other public URLs.
• attach_url_to_row - Attaches a URL to a specific row in a Smartsheet sheet, enabling you to link external resources directly to row data.
• attach_url_to_comment - Attaches a URL to a specific comment in a Smartsheet.

For details, refer to the Attachments section in Smartsheet MCP server tools.

Date: Mar-13-2026

ADDITION:

We added the following tools to the Smartsheet MCP server:

Comments & Discussions

• create_discussion_on_row - Creates a discussion, attached to a specific row.
• create_discussion_on_sheet - Creates a sheet-level discussion.
• add_comment - Adds a comment to a discussion thread.
• update_comment - Updates the text of a comment created by the current user.
• delete_comment - Deletes a comment.
• delete_discussion - Deletes a discussion.

Dashboards

• list_dashboards - Returns a list of dashboards accessible to the current user.
• get_dashboard - Gets data about a dashboard.

Reports

• list_reports - Returns a list of reports accessible to the current user.
• get_report - Gets data about a report.

Describe the <tool_name_here> tool.

Date: Mar-02-2026

ADDITION:

With the Smartsheet Connector for Claude, you can interact with your data in a conversational way. The connector's underlying tools (operations) interact with your Smartsheet data (with your permission) in response to your prompts.

Resources:

• Install the Smartsheet Connector for Claude
• Use the Smartsheet Connector with Claude
• Smartsheet MCP server tools reference