Smartsheet Toolkit

The Smartsheet toolkit connects a Smartsheet account to agents and workflows using an API access token and lets you search and browse workspaces, read filtered sheet rows by column title, add and update rows, manage attachments and discussions, inspect reports and dashboards, and handle sharing and favorites. The toolkit requires a Smartsheet Business, Enterprise, or Advanced Work Management plan.

Prerequisites

A Smartsheet Business, Enterprise, or Advanced Work Management plan. API access is not available on other plans.
A licensed Smartsheet user with access only to the sheets, workspaces, and reports the agent or workflow should use.
A Smartsheet API access token — go to Account → Personal Settings → API Access in Smartsheet, generate a new access token, and copy it immediately.
The Smartsheet region that matches the token (US, EU, Australia, or Gov). Regional tokens are not interchangeable.
Prefer a dedicated licensed service account rather than a personal day-to-day login.

Smartsheet API tokens are unscoped — they inherit every permission of the user who generated them. Use a dedicated service account with access limited to only the sheets and workspaces the agent should use. Never expose tokens in prompts, workflow inputs, chat, tickets, screenshots, or documentation. Enable write and delete actions only for trusted agents.

Setup

Generate a Smartsheet API access token

In Smartsheet, go to Account → Personal Settings → API Access. Generate a new access token, give it a recognizable name, and copy it immediately.

Open an agent or workflow

Open an agent and add the Smartsheet toolkit under Toolkits, or add a Smartsheet step to a workflow.

Create a saved connection

In the Smartsheet step, choose + New under Select saved connection. Enter a Connection Name, the API Access Token, and the correct Region (US, EU, Australia, or Gov). Save the connection.

Enable only the tools you need

New agents default to a read-focused subset. Start with List Workspaces, Get Sheet Summary, and Get Columns. Enable write and delete actions only after testing on a non-production sheet.

Test with a safe read action

Run List Workspaces to confirm the connection. Then use Get Columns on a test sheet to get exact column titles before running Get Sheet Summary.

Available tools

Discovery

Tool	Description
Search	Searches assets the token owner can access by name or content. Returns up to 100 results.
List Workspaces	Lists accessible workspaces. Safe first check after connecting.
Browse Workspace	Lists sheets, reports, dashboards, and folders in a workspace.
Browse Folder	Lists contents of a folder.
Get Sheet Path	Returns the workspace and folder path, permalink, and metadata for a sheet.
Create Workspace	Creates a new workspace.
Create Folder	Creates a folder in a workspace or under a parent folder.

Sheets

Tool	Description
Get Sheet Summary	Reads filtered sheet rows using column titles, with optional filters, sorting, and column selection. There is no full-sheet dump — this is the intended way to read sheet data.
Get Sheet Version	Returns the monotonic sheet version number. Use as a cheap change-detection check before re-reading a sheet.
Find In Sheet	Searches text inside a sheet and returns matching cells with row and column IDs.
Create Sheet	Creates a sheet with defined columns, optionally inside a workspace or folder.

Columns

Tool	Description
Get Columns	Lists columns including type, options, locked, and formula flags. Run this before reading or writing rows — column titles are case-sensitive.
Add Columns	Adds one or more columns to a sheet.
Update Column	Updates a column’s title, position, or picklist options.
Delete Column	Deletes a column and its cell data. Destructive — confirm before running.

Rows

Tool	Description
Add Rows	Adds one or more rows using column titles. Column titles are case-sensitive; locked and formula columns cannot be written.
Update Rows	Updates existing rows by row ID using column titles.
Delete Rows	Deletes one or more rows permanently. Destructive — confirm before running.
Get Cell History	Returns edit history for one cell. Counts as 10 API requests — avoid tight loops.

Attachments

Tool	Description
List Attachments	Lists attachments on a sheet, row, or discussion.
Get Attachment	Returns attachment metadata and a download URL.
Attach URL	Attaches a public URL to a sheet or row.
Delete Attachment	Deletes an attachment. Destructive — confirm before running.

Discussions

Tool	Description
List Discussions	Lists discussions on a sheet or a specific row.
Get Discussion	Returns one discussion including its comments.
Create Discussion	Starts a new discussion thread on a sheet or row.
Add Comment	Adds a comment to an existing discussion.
Update Comment	Updates a comment (typically limited to comments created by the token owner).
Delete Discussion	Deletes a discussion. Destructive — confirm before running.
Delete Comment	Deletes a comment. Destructive — confirm before running.

Reports and Dashboards

Tool	Description
List Reports	Lists accessible reports.
Get Report	Returns a report including a page of rows.
Create Report	Creates a report with named columns and a source scope in a workspace or folder. Name, columns, scope, and destination are all required.
List Dashboards	Lists accessible dashboards.
Get Dashboard	Returns a dashboard including its widgets.
Create Dashboard	Creates an empty dashboard in a workspace or folder.

Tool	Description
List Shares	Lists users and groups a sheet is shared with.
List Favorites	Lists the token owner’s favorited assets.
Is Favorite	Checks whether a sheet, report, or dashboard is in the token owner’s favorites.
Add Favorites	Adds an asset to the token owner’s favorites.
Delete Favorites	Removes an asset from the token owner’s favorites. Does not delete the underlying asset.

Plan

Tool	Description
Get Plan ID	Returns plan identifiers for the current user.
Get Seat Usage	Returns seat and user counts. May require an organization-admin role.
Get License Inventory	Returns licensed-user inventory for the organization. May require an organization-admin role.

Use cases

Look up overdue or blocked rows in a project sheet using filters and return a summary to the agent.
Add a new row to a tracking sheet after an approval step in a workflow.
Update a row’s status column after a later workflow step confirms completion.
Browse a workspace to find the right sheet before reading filtered rows.
List discussions on a row and add a follow-up comment summarizing the latest update.

Troubleshooting

Symptom	Likely cause	Fix
Smartsheet not visible in the toolkit picker	The toolkit is not enabled for the environment or project.	Ask a Super Admin to enable the toolkit and refresh the picker.
Invalid access token	The token was not copied in full, has been revoked, or the wrong region was selected.	Confirm the region matches the account that generated the token, then generate a new token and update the connection.
Plan does not allow API access	The Smartsheet account is not on a Business, Enterprise, or Advanced Work Management plan.	Upgrade the plan or use a licensed user on an eligible plan.
`403 Forbidden` or not-found errors	The token owner does not have sharing access to the sheet, workspace, report, or dashboard.	Ensure the Smartsheet user has access to the asset. Use numeric IDs from Search or List Workspaces — not display names.
Unknown column error	The column title is incorrect or does not match the sheet’s exact capitalization.	Run Get Columns and copy the column title exactly — titles are case-sensitive.
Create Report fails	Name, columns, scope, or destination is missing, or no column is marked as primary.	Provide all required fields. One column must be marked as the primary column.
Truncated sheet summary	The response exceeded the character limit.	Narrow filters, reduce the column list, or reduce the page size.
Rate limit or busy response	The request rate exceeded Smartsheet’s 300-per-minute token budget.	The toolkit retries automatically. Avoid tight loops, especially with Get Cell History (counts as 10 requests).

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Offerings

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Interfaces

Public Chatbot

Project Settings

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SDK

General Information

Change Logs

Prerequisites

Setup

Available tools

Discovery

Sheets

Columns

Rows

Attachments

Discussions

Reports and Dashboards

Plan

Use cases

Troubleshooting

​Prerequisites

​Setup

​Available tools

​Discovery

​Sheets

​Columns

​Rows

​Attachments

​Discussions

​Reports and Dashboards

​Sharing and Favorites

​Plan

​Use cases

​Troubleshooting

Prerequisites

Setup

Available tools

Discovery

Sheets

Columns

Rows

Attachments

Discussions

Reports and Dashboards

Sharing and Favorites

Plan

Use cases

Troubleshooting