• INVENTORY
  • ASSETS
  • REPORTS
  • HUMAN

How to audit workspace organization with your AI

Connect Smartsheet to your AI client once. From there, your agent can pull your entire account structure into a single view.

Ask AI about this page

Short answer

How can I audit my Smartsheet organization using AI?

Your AI client uses this MCP to pull a full inventory of your Smartsheet workspaces, sheets, and reports. You'll get a clear map of your account structure without clicking through every folder manually.

The results

What you get from an audit

The AI gathers your account data into these specific views.

INVENTORY

Workspace list

The AI uses list_workspaces to identify every workspace you have access to. You'll see exactly how your data is partitioned.

ASSETS

Sheet inventory

By running list_sheets, your agent finds every individual sheet across your account. This helps you spot orphaned or duplicate data.

REPORTS

Report overview

The AI pulls all available reports using list_available_reports. You can quickly see which reports are active in your environment.

HUMAN

Cleanup decisions

The AI identifies the clutter, but you decide what to delete or move. It provides the map; you drive the reorganization.

The workflow

What your AI does when the audit starts.

The AI performs a top-down scan of your Smartsheet account to build a structural map.

  1. Map workspaces

    The agent first identifies the high-level containers in your account to establish the scope of the audit.

    list_workspaces

  2. Locate sheets

    Once the workspaces are identified, the AI crawls through them to find every sheet within your reach.

    list_sheets

  3. Identify reports

    The agent checks for any reports that exist in the environment to complete the data map.

    list_available_reports

  4. Summarize findings

    The AI aggregates the lists into a readable summary, highlighting the total count of assets found.

    list_workspaceslist_sheetslist_available_reports

Try it

Copy these to start.

Use these prompts to begin your Smartsheet audit.

Starting points

These are basic starting lines. Swap out the specific sheet or workspace names to target your audit.

Smartsheet Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_fUiId9fRlGGYIzhmkI5ZzdlA3NOIN7YrQxN7lg9N/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — Smartsheet capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "smartsheet-alternative-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_fUiId9fRlGGYIzhmkI5ZzdlA3NOIN7YrQxN7lg9N/mcp"
    }
  }
}
Copy into chat04

  • List all my Smartsheet workspaces so I can see my account structure.

  • Find all the sheets inside my 'Marketing Project' workspace.

  • Show me a list of all available reports in my account.

  • Can you give me a full inventory of every sheet and report I have access to?

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect Smartsheet once, then ask.

One connection link is all it takes. Your credentials stay encrypted, and you can immediately start asking questions about your Smartsheet data.

Connect Smartsheet to your AI

FAQ

How this task behaves

  • 01

    Can the AI delete sheets for me?

    No. This MCP only provides tools to list and read your data. You must manually delete or move sheets in Smartsheet.

  • 02

    Can the AI create new workspaces?

    No. The current tools are limited to listing existing workspaces, sheets, and reports.

  • 03

    Does the AI see everything in my account?

    The AI can only see the workspaces, sheets, and reports that your specific user account has permission to access.

  • 04

    Can I use this with Claude?

    Yes, as long as you are using an MCP-compatible client like Claude Desktop.

  • 05

    Will the AI change my sheet formulas?

    No. The AI is only reading the structure and existence of your assets, not modifying the content within them.

  • More questions about Smartsheet? The Connector page answers them. See everything the Smartsheet Connector can do

Connect Smartsheet to Claude, Cursor, ChatGPT & more