• DATA ENTRY
  • STRUCTURE
  • ACCESS
  • HUMAN

How to create new project sheets with your AI

Connect Smartsheet to your agent to automate sheet population and workspace management. Once connected, your AI handles the heavy lifting of data entry and permission checks.

Ask AI about this page

Short answer

How can I make my AI build Smartsheet projects?

Your agent uses your existing workspace details to identify where to add data and then populates new rows for you. You get a structured sheet ready for your team without manual typing. Here is how the process works.

The outcomes

What you get from your agent.

The AI moves between reading your setup and writing new data.

DATA ENTRY

Populated project rows

The AI adds specific data points to your sheets. You skip the tedious task of copying information line by line.

STRUCTURE

Workspace awareness

Your agent looks at your current workspaces to find the right place for new data. It understands your existing organization.

ACCESS

Permission management

The AI checks workspace details to ensure the right people have access. It keeps your project visibility in check.

HUMAN

Final review needed

You still need to look over the sheet to confirm the data is correct. The AI handles the input, but you own the final result.

The workflow

What your AI does when you request a new sheet.

The agent follows a sequence of reading your environment before writing any data.

  1. Locate the workspace

    The agent scans your Smartsheet account to find the specific workspace you want to use.

    list_workspaces

  2. Verify permissions

    It pulls the specific details of that workspace to see who is already a collaborator.

    get_workspace_details

  3. Add project data

    Once the location is confirmed, the agent writes the new rows into your sheet.

    add_sheet_rows

  4. Confirm completion

    The agent reports back once the rows are successfully placed in the sheet.

    add_sheet_rows

Try it

Copy these to start.

Use these prompts to trigger the Smartsheet tools.

Starting points

Swap out the bracketed text for your actual Smartsheet names.

Smartsheet Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_YPctUxLgTDPuKQYdLVrwfMBNpaEpdCa3mUCbM5cJ/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-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_YPctUxLgTDPuKQYdLVrwfMBNpaEpdCa3mUCbM5cJ/mcp"
    }
  }
}
Copy into chat04

  • List my Smartsheet workspaces so I can pick one.

  • Add rows to my 'Q4 Marketing' sheet with these tasks: [list tasks].

  • Check the details for my 'Product Launch' workspace.

  • Find the 'Engineering' workspace and add a new row for a bug report.

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

Start here

Connect Smartsheet once, then ask.

Click the link to authorize the connection. Your credentials stay encrypted, and you can start using these tools in your preferred AI client immediately.

Connect Smartsheet to your AI

FAQ

How this task behaves

  • 01

    Can my AI create an entirely new sheet from scratch?

    No. The agent can add rows to existing sheets, but it cannot create a brand new sheet object.

  • 02

    Can the AI delete rows if I make a mistake?

    No. The agent only has the ability to add rows, not remove or delete them.

  • 03

    How does the AI know which workspace to use?

    It uses the list of your available workspaces to identify the correct destination.

  • 04

    Can the AI change my Smartsheet password?

    No. The agent only interacts with the data and workspace details provided by the tools.

  • 05

    Does the AI see all my Smartsheet data?

    The agent only sees the data within the workspaces and sheets you specifically direct it to access.

  • More questions about Smartsheet? See everything the Smartsheet Connector can do

Connect Smartsheet to Claude, Cursor, ChatGPT & more