Arlet
Smartsheet

Connect Smartsheet to Copilot Studio

Search, read and write Smartsheet from Copilot Studio. Arlet links the two through one MCP connection and takes care of keys and authentication.

Enable Smartsheet in ArletCopilot Studio connection guide (docs)

Use Smartsheet's official MCP server from the AI services you already use, through Arlet. Set a Smartsheet API access token and the connection is ready.

From searching workspaces and reading sheets to adding and updating rows, reading reports, replying to discussions and reviewing automated workflows, your AI can do it all. What it can read and write matches the Smartsheet permissions of the user who issued the token. Business, Enterprise and Advanced Work Management plans are covered, and the connection targets accounts in the US region (mcp.smartsheet.com).

How to connect Smartsheet to Copilot Studio

  1. 1

    In the Arlet dashboard, open Integrations → Add an integration and choose Smartsheet. Set your Smartsheet API key, name the connection and click Create.

  2. 2

    Sign in to Copilot Studio with your work account, create a new agent (or open an existing one), and in the Build tab choose Tools → + → Add → Model Context Protocol (MCP) in the right panel.

  3. 3

    In the Add MCP server form, enter "Arlet" as the Server name, https://mcp.arlet.dev/mcp/ as the Server URL, choose OAuth 2.0 for Authentication and "Dynamic (detected)" for Configuration type, then click Add. No Client ID / Secret is needed.

  4. 4

    On the Select a connection screen, choose Create new connection → Create, then sign in with Google on the Arlet authorization screen and click Allow. Click Add to attach the tool to the agent, then Publish to use it from Microsoft 365 Copilot.

Requires a Microsoft work account and a Copilot Studio license (or trial). MCP is available only for agents using generative orchestration and not in Copilot Studio in Teams.

What you can do

Smartsheet tools that Copilot Studio can call.

  • search

    Search sheets, reports, dashboards, folders and workspaces by name or content.

  • list_workspaces

    List the workspaces you can access.

  • browse_workspace

    List the sheets, reports, dashboards and folders at the top of a workspace.

  • get_sheet_summary

    Read sheet data with optional filtering, sorting and column selection.

  • find_in_sheet

    Search for text inside a sheet and return matching cells.

  • get_columns

    Get a sheet's columns with their types and settings.

  • add_rows

    Add rows to a sheet.

  • update_rows

    Update many rows and cells in one operation.

  • get_cell_history

    Read the change history of a cell.

  • create_sheet

    Create a blank sheet or one from a template.

  • get_report

    Read a report's columns, rows and cells.

  • list_discussions

    Read the discussions and comments on a sheet or row.

  • add_comment

    Reply to a discussion.

  • get_workflows

    List the automated workflows attached to a sheet.

The tool list follows what Smartsheet's official MCP server provides and may change.

Example uses

  • Surface overdue work

    Pull overdue and not-started tasks out of a WBS sheet, group them by owner and prepare the weekly status meeting.

  • Update progress in bulk

    Apply the status and due-date changes agreed in a meeting to every affected row at once.

  • Read a portfolio report

    Summarize the highest-risk projects, and why, from a report that rolls up several sheets.

  • Trace a change

    Check when and by whom a specific cell changed and explain the history behind a decision.

Prompts you can use as-is

  • In the 'Product Launch' sheet, list the overdue tasks grouped by owner
  • From the PMO report, list the projects with a red status and the reasons
  • Push the phase 2 tasks in the 'Migration Plan' sheet out by two weeks
  • Who last changed the total cell in the 'Budget' sheet, and when?

Use Smartsheet with other AI clients