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Smartsheet MCP connector

Updated 

Smartsheet is a work management and automation platform that helps teams plan, track, and manage projects through sheets, forms, and workflows. The Smartsheet MCP connector allows AI agents to manage user accounts and access within a Smartsheet tenant, including adding new users to the platform. It also supports broader collaboration tasks by connecting user management to the sheets, reports, and workspaces teams rely on for project execution.

Authentication type

  • OAuth 2.0 Authorization Code - Requires a one-time user login to authorize the agent to access the service on their behalf.

Uses

Use the Smartsheet MCP connector to perform the following actions:

  • Onboard new team members by inviting them to Smartsheet directly
  • Accelerate project kickoff by granting instant Smartsheet access
  • Streamline user provisioning during team growth or reorganizations
  • Automate onboarding workflows triggered by HR or IT systems
  • Reduce administrative delays in expanding organization membership
  • Grant collaborators access to shared sheets and reports quickly
  • Enforce consistent user access policies across the organization
  • Trigger Smartsheet invitations from external business events

Example prompts

Use the following example prompts to invoke Smartsheet MCP connector tools from your AI assistant or Boomi Connect workflow:

  • Invite our new marketing hire to join the Smartsheet organization.
  • Add three new contractors to our Smartsheet organization.
  • Send a Smartsheet invitation to the new project manager.
  • Add jane.doe@company.com to our Smartsheet organization.
  • Grant the new intern access to our Smartsheet workspace.
  • Invite the finance team to join our Smartsheet organization.
  • Add a new admin user to Smartsheet.
  • Onboard our new vendor contact into Smartsheet.
  • Invite my manager to collaborate with us on Smartsheet.
  • Add a new employee to Smartsheet before their start date.

Smartsheet MCP connector tools

The Smartsheet MCP connector provides the following tools. Each tool maps to a specific action you can invoke from your AI agent or automation.

ToolDescription
smartsheet_smartsheetadduser_invokeInvite a user to join your Smartsheet organization.
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