# Load server-side skills using the get resource guide

The `get_resource_guide` tool is a server-side skill loader for the Smartsheet MCP server. It fetches domain-specific guides called *intents* that tell the AI agent how to sequence tools, apply your team's conventions, and handle edge cases correctly for a given task.

Call it at the start of any Smartsheet session when you need reliable orchestration, are running a multi-step workflow, or want the agent to follow specialized rules (like your organization's definition of "overdue" or "done"). Without it, the agent operates on general reasoning alone. With it, it applies your conventions to your sheet data.

The tool also supports user- and organization-specific skills. After loading the core guide, additional intents scoped to your account become available, letting you override global defaults with your own conventions.

## Available guides (intents), and their skills

The following sections describe the core guide and the specialized guides that map to corresponding server-side skills.

**Tip:** To discover the latest available guides and their skills, you can send the following prompt to your AI agent.


```
In my official Smartsheet Connector, what resource guides are available?
```

### Core guide

| Intent | Description |
|  --- | --- |
| `smartsheet-intelligence` | Core orchestration guide -- tool usage rules, workflow chains, and safety rules. It's loaded first automatically, when you call the `get_resource_guide` tool. |


### Specialized guides

| Intent | Description |
|  --- | --- |
| `data-quality-audit` | Data quality audit tuned for Smartsheet internal PMO conventions |
| `stakeholder-reporting` | Status reports, executive summaries, team updates, VP-ready briefs |


## How to use server-side skills to complete tasks

The typical pattern is to name your intent and the get resource guide tool in your prompt alongside your task. The agent responds by calling `get_resource_guide` tool with the matching intent, loads the skill, then proceeds with completing your task using the rules that skill defines.

### Example: Auditing a project sheet using the data quality auditing skill

The following prompt, response, and generated report demonstrate you can audit a project sheet using skills loaded via the `get_resource_guide` tool.

**Prompt:**


```
Search for the acme project plan using the smartsheet connector and look at
the data quality in there, use get resource guide
```

**Response:**

> Now let me search for the ACME project plan:
Found it -- the "Acme Project Plan" in the Demo: KX team workspace. Now let me pull the full sheet data and column definitions for the audit:
I have everything I need. Let me now render the audit:
Your **Acme Project Plan** scores a **C overall** -- functional but with some real issues to clean up. Here's the summary:
**5 issues found · 2 auto-fixable · 3 need your call**
**Auto-fixable:**
1. **Duplicate Task ID T-003** -- both "Design Phase" and "Development" share it. Development needs to be renumbered T-004.
2. **Missing Priority on Development row** -- the only task without a Priority set. Likely High based on context.

**Judgment calls:**
1. **Design Phase is overdue** -- End Date was Jun 13 (5 days ago), still "In Progress," Health is Yellow, and it's flagged. Needs a status decision.
2. **Requirements Gathering is stale** -- End Date was May 12 (37 days ago) with no status update or flag. Completed quietly, or significantly late?
3. **Emily Davis owns two sequential tasks** -- Development and Testing & QA. Probably intentional, worth a quick confirm.

The good news: all picklist values are clean (no freeform overrides), and every row has an owner.
Want me to fix the 2 auto-fixable issues now, or walk through the judgment calls one at a time?


The agent evaluated the project sheet with the help of the data quality audit skill, identified issues, suggested fixes, and called out at-risk project tasks.

**Generated report:**

The following image shows the report that the agent generated based on its findings.

![](/assets/data-quality-audit-example-report.c02645dc81eced8fc452026cfe4337120c8d6df1746a190727178881dea55b23.b70d8632.png)

Now you know how to load skills using the get resource guide.