# Smartsheet

Connect your company's Smartsheet account to Cakewalk's MCP Gateway. Every agent tool call against Smartsheet passes through the gateway and is evaluated against your Policies.

## Requirements

* Smartsheet plan: **Business**, **Enterprise**, or **Advanced Work Management**. The MCP server is gated to these plans.
* Smartsheet license on a Business plan or higher for the account used to create the app.

## Required Scopes

OAuth scopes the app must request:

```
READ_SHEETS
CREATE_SHEETS
WRITE_SHEETS
ADMIN_SHEETS
READ_SIGHTS
ADMIN_WORKSPACES
```

## Step 1: Register for Developer Tools

If your account has not used Developer Tools before, enroll first.

1. Open <https://developers.smartsheet.com/register>.
2. Click **Register User Account**.

Once enrolled, the Developer Tools menu becomes visible inside Smartsheet.

## Step 2: Open Developer Tools

1. In Smartsheet, select your **Account icon** in the lower-left corner.
2. Select **Developer Tools...** from the menu.

If you do not have a developer profile yet, click **Create Developer Profile** and enter a profile name.

## Step 3: Create the OAuth App

1. Click **Create New App**.
2. Fill in the app form. The required field for Cakewalk is **App redirect URL**:

```
https://mcp-gateway.getcakewalk.io/api/v1/Auth/Callback
```

3. Click **Save**.

A confirmation window shows the **App client ID** and **App secret**. Copy both before closing the window. The secret can be looked up again later from Developer Tools, but only if you save it now.

## Step 4: Paste Credentials Into Cakewalk

1. Open <https://app.getcakewalk.io>.
2. Go to All Connections.
3. Find Smartsheet.
4. Click Edit credentials.
5. Paste the App client ID as **Client ID** and the App secret as **Client Secret**.
6. Save.

## Verifying It Works

The Smartsheet Connection card flips to Active on All Connections. From an agent platform connected to Cakewalk, ask the agent to list your recent Smartsheet sheets. If Smartsheet returns results, the Connection is live.

## Troubleshooting

* Developer Tools menu missing: register the account at <https://developers.smartsheet.com/register> first. The menu only appears for enrolled accounts.
* Plan required error on connect: the Smartsheet account must be on Business, Enterprise, or Advanced Work Management. Verify under Account Admin > Plan and Billing.
* Invalid redirect URI on consent: confirm **App redirect URL** on the Smartsheet app matches `https://mcp-gateway.getcakewalk.io/api/v1/Auth/Callback` exactly.
* Missing scope errors after authentication: confirm every scope in [Required Scopes](#required-scopes) is selected on the app form, then reconnect.

## Learn More

* [Create a Smartsheet OAuth app](https://developers.smartsheet.com/api/smartsheet/guides/advanced-topics/oauth)
* [Install the Smartsheet MCP server](https://developers.smartsheet.com/ai-mcp/smartsheet/install-the-smartsheet-mcp-server)
* [Smartsheet MCP server tools](https://developers.smartsheet.com/ai-mcp/smartsheet/mcp-server-tools)


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://www.cakewalk.security/docs/ai-agent-access/connections-and-integrations/agent-connections/smartsheet.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
