Smartsheet Release Notes

ARTICLE

Gain deeper insights and drive work forward with the new Smartsheet MCP-enabled Claude integration

by The Smartsheet Team

We recently shared how Smartsheet is transforming the way humans work with AI through our growing library of API-driven integrations with leading AI platforms and agent builders. Along with the many AI capabilities built directly into our Intelligent Work Management Platform, these integrations empower our clients to seamlessly connect strategy to execution, so they can focus less on effort and more on impact.

Now, we're excited to announce our first MCP-enabled connector with Claude, the cutting-edge AI Assistant powered by Anthropic. This powerful integration allows users to analyze their project data and take action in Smartsheet directly from Claude, all through a conversation. And it's just the beginning—our public MCP Server, coming soon, will connect Smartsheet to any compatible AI tool.

This article will dive into the many ways project teams and stakeholders can harness this integration to maximize efficiency, enhance work visibility, and make smarter decisions faster. But first, let’s discuss what MCP means and the long-term benefits it provides.

What is MCP, and why use it?

MCP stands for Model Context Protocol. In its simplest form, MCP is a standardized “language” that AI models and other applications or services (e.g. AI assistants like Claude, Gemini, and ChatGPT, or applications like Slack or Google Drive) use to “talk to” each other. While traditional API-driven integrations require custom code for each individual application, MCP eliminates this complexity by enabling AI models to immediately interact with any application with an MCP Server.

It’s sort of like a universal remote control. Instead of having separate remotes with different buttons and functions for your television, sound system, and DVD player, MCP allows you to use one remote (the MCP Server) for all of them.

MCP Servers also enable AI to access the context it needs — files, communications, databases, etc. — rather than relying solely on what users manually provide in conversation. This means AI can work with a complete picture of your actual work environment.

This standardization matters because it future-proofs your AI strategy; you won't need new custom integrations every time your organization adopts a new AI tool. As organizations deploy multiple AI tools across different teams, MCP ensures you're not locked into one vendor's ecosystem. Your Smartsheet data connects with Claude today and will soon connect with any new MCP-enabled AI assistant your teams adopt in the future or custom platforms your organization builds — all through one secure connection. This protects your technology investments and keeps you agile as the AI landscape evolves rapidly.

Now, let’s examine these benefits as they relate to the Smartsheet and Claude integration, specifically.

Smartsheet + Claude: Confident decisions through contextual conversation

The Smartsheet and Claude integration goes far beyond generating high-level answers to basic project questions. Claude is often chosen over other AI models for its strong comprehension, nuanced reasoning, and enterprise-friendly guardrails.

And now, our MCP-enabled connector helps Claude understand work in context, making it an expert on your Smartsheet workflows. Stakeholders can easily uncover deep work insights that allow them to make meaningful decisions and take immediate action across enterprise systems.

Analyze your data in depth

Not only do stakeholders typically make decisions outside the systems where work gets done, but project leaders also usually lack the full picture view necessary to connect and analyze portfolio data across fragmented tools. This leaves them waiting for the context, expertise, and visibility needed to uncover insights and move the business forward.

Our Claude integration changes this dynamic by allowing anyone to search and analyze Smartsheet data in seconds using everyday language (while ensuring it respects user permissions). It can even present this information alongside data from across other enterprise systems connected to Claude for a unified, actionable view — all you have to do is ask!

Here’s an example of the context-rich, performance-level analysis teams can do now in Claude:

A program manager preparing for an executive review asks Claude: "Summarize what changed across all my projects this week and highlight any new risks." Claude analyzes updates across 12 project sheets in Smartsheet, identifies that three critical tasks slipped their dates, spots a new dependency conflict, and generates a structured summary — transforming hours of manual review into a 30-second conversation.

But getting insights is only half the equation — you need to act on them quickly.

Take intelligent action

Insights are only as good as the impact they make, and turning new-found knowledge into action is usually easier said than done. For stakeholders, explaining exactly what needs to be done can feel like a frustrating game of telephone, and often takes longer than simply doing it themselves.

For project leaders, tasks like creating or updating plans, reallocating resources, and communicating changes are tedious and time-consuming. In fact, they often get in the way of teams carrying out the work itself.

Fortunately, the new Smartsheet and Claude integration solves this pain by allowing users to take intelligent actions in Smartsheet simply by asking Claude. Here’s an example of this in action:

A compliance manager asks Claude: "Add a 'Last Reviewed' column to all audit sheets in my workspace and populate it with today's date for any rows marked 'Complete.'" Claude updates seven sheets in Smartsheet instantly, ensuring governance documentation is current across the entire portfolio—a task that would have required opening each sheet individually and risking inconsistent formatting.

Try the Smartsheet and Claude integration today

Smartsheet is dedicated to helping teams supercharge work velocity and maximize business impact by meeting them wherever they get work done. And now, this includes Claude!

Start generating deeper work insights and taking intelligent action across your workflows when you try the new MCP-enabled Smartsheet connector for Claude today. Need help getting started? Check out this article for step-by-step instructions.

Not a Claude user? We're building additional MCP-enabled integrations with other leading AI platforms. And coming soon, our public MCP Server will allow you to connect Smartsheet to any MCP-compatible AI tool of your choice — from custom enterprise platforms to emerging AI assistants.

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Smartsheet connector for Claude now generally available!

You can now connect Smartsheet directly to Claude through our new MCP Server integration, enabling you to get real-time insights, understand project health, and take action on your work, all through conversation.

Claude securely accesses live sheet data to analyze task progress, overdue items, and key risks 6 then quickly summarizes status, highlights priorities, or generates new project plans. What used to require hours of manual review now happens in seconds.

You can also take action directly from your conversation. Update task status and dates, add or modify columns, manage risks, or even create new assets, such as a visual project summary or presentation deck, based on your Smartsheet data.

The result? Your teams save time, uncover critical insights, and move projects forward with confidence.

How to get started:

Prerequisites:

To use the Smartsheet connector for Claude, you’ll need:

• A Claude account
• A Smartsheet Business or Enterprise plan

Connect Smartsheet to Claude:

• Open Claude and sign in.
• Go to Settings > Connectors and scroll to the Smartsheet Connector.
• If the Smartsheet Connector doesn't appear, select Browse Connectors and search for Smartsheet. (Note: To see the Connector on the Claude Connector marketplace, a Claude Owner must first enable it for your organization. Refer to Claude's instructions here.)
• Select Connect.
• In the new tab that opens, sign in with your Smartsheet credentials and select Allow.
• Once connected, you’ll see the Configure button and server URL, confirming that you’re connected to the Smartsheet MCP server. You can then start a new chat to ask Claude questions about your sheets or workspaces.

Learn more in our help article or read our blog.

[Claude connector for Smartsheet image]

Environment Availability:

Commercial US (support for Commercial EU and AU is coming soon)

Plan Availability:

Business, Enterprise, Advanced Work Management (Note: All users can set up the connector, but Claude will only perform operations based on users' permission level for a sheet or workspace)

Subscription Model Availability:

Legacy and User Model

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Managing Jira and Salesforce Connector workflows

Managing Jira and Salesforce Connector workflows just got easier for sheet admins. Any user shared to a sheet at Admin permission level can now rename, disable, delete, or edit the associated Connector workflow — without needing to be the original workflow creator. This eliminates blockers when the workflow owner is out of office and ensures your data integrations keep running smoothly. Learn more: Jira and Salesforce Connectors.

Environment Availability

• Commercial US
• Commercial EU
• Commercial AU

Plan Availability

• Business
• Enterprise
• AWM

Subscription Model Availability

• Legacy Collaborator Model
• User Model

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You can now link Contact List columns to another sheet

You can now link Contact List columns to another sheet, helping teams keep contact options consistent across their solutions. Together with already-released text/number based dropdown links, these capabilities enable work managers to keep selections accurate and relevant, while reducing the manual work required to keep applicable options up to date.

Learn More

• Environment Availability: Commercial US, EU, AU
• Plan Availability: Pro, Business, Enterprise, Advanced Work Management
• Subscription Model Availability: Legacy Collaborator Model and User Model

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Safe Sharing

Safe Sharing is now enforced for embedded dashboard content. If you share assets with an external partner and they embed those assets in a dashboard, the embedded data will only display to viewers who are approved for collaboration and allowed by your organization’s Safe Sharing settings. If a viewer isn’t authorized, the widget will appear blank and display the message “Data access restricted”.

Learn More

Environment Availability

Commercial US, Commercial EU, Commercial AU

Plan Availability

Enterprise

Subscription Model Availability

Legacy model and/or user model

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Release Notes

Developers can now query hierarchical path information for sheets, reports, dashboards, and folders using new dedicated API endpoints. These endpoints eliminate the need to iterate through entire workspaces to determine asset locations, significantly reducing the number of API calls required and improving efficiency when querying large-scale environments. Learn More: API documentation

Environment Availability

• Commercial US
• Commercial EU
• Commercial AU

Plan Availability

• Business
• Enterprise
• AWM

Subscription Model Availability

• Legacy model and user model

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Getting your data into Smartsheet

Getting your data into Smartsheet just got easier. You can now import CSV, XLS, and XLSX files directly into an existing sheet in table view — no more tedious copy and pasting. Open the kebab menu next to your sheet name, select your file (up to 50MB, 20,000 rows, or 400 columns), set your column types, and you're ready to go. Whether you're kicking off a new project or building out a solution, your data is in Smartsheet and ready to work within moments.
Learn More.

Environment Availability

Environment Availability: Commercial US, Commercial EU, Commercial AU

Plan Availability

Plan Availability: All plans

Subscription Model Availability

Subscription Model Availability: Legacy Collaborator Model and User Subscription Model

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Seat Request feature

Today we’re introducing a Seat Request feature that gives users a better way to request elevated access. This feature also lets Smartsheet System Admins maintain full control and get time back thanks to two streamlined approval workflow options:

• Option 1: Native Seat Request – Users can submit Member seat requests directly in Smartsheet, and System Admins can review and manage these requests in Admin Center
• Option 2: Custom Redirect – System Admins can choose to redirect users to a form or system the organization already uses to manage seat requests

Seat Request is available on user model plans and there is no additional cost to use either option.

System Admins have 14 days to select their preferred request management option before users start getting notifications. If no selection is made during this 14-day period, the system will default to the native seat request option (Option 1). Admins can change the Member seat request setting at any time in Admin Center. Learn More.

Environments availability: Commercial US, Commercial EU, Commercial AU

Plan availability: Business, Enterprise, Advanced Work Management

Subscription Model Availability: User model

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