Portfolio management in your AI assistant, now available!

August 21, 2026

Portfolio Owners and Admins can now create, read, and delete portfolios and templates — and read projects — directly from AI assistants like Claude, Copilot, and Smart Assist, through the Smartsheet MCP server. Connect Smartsheet to your assistant once, then create and manage portfolios in the same conversation where you do the rest of your work.  All actions are scoped to each user's existing permissions and plan entitlements.

Learn more here.

Environment Availability: Commercial US, Commercial EU, Commercial AU (Smartsheet Gov excluded)
Plan Availability: Enterprise only (includes Advance / Advance Work Management (AWM) / Premier)
Subscription Model Availability: Legacy Collaborator and User Subscription Model (USM)