Conversational AI Project Assistant (Claude MCP)

By Lighthouse Consultings

Turn Smartsheet into a conversational workspace. This solution uses the new Model Context Protocol (MCP) to let Claude search your assets, summarize complex sheets, and update project data using simple natural language prompts.

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Conversational Smartsheet

Unlock the power of agentic AI with the official Smartsheet MCP server for Claude. This integration allows users to interact directly with the Smartsheet API through a chat interface, enabling advanced operations like cross-portfolio searching, targeted sheet summaries with multi-column filtering, and cell-history analysis. Whether you are identifying bottlenecks across multiple workspaces or performing bulk row updates, this solution reduces administrative friction and puts your data to work through a single, secure conversational window.
Use natural language to search across all accessible sheets, reports, dashboards, and workspaces. Ask Claude to identify bottlenecks across your portfolio or summarize specific changes in a sheet since a certain date using advanced tools like search and get_sheet_summary.
Move beyond simple reading; take direct action by adding or updating rows and columns through chat. You can even create new sheets from standardized templates or manage entire folder structures without leaving the Claude interface.
Manage project discussions and comments using natural language prompts. You can also retrieve the complete modification history for specific cells to audit changes or understand how a project evolved, all within your conversation with Claude.

How to get it:

Getting started with our Smartsheet integration solution is simple. If you’re interested in streamlining your data workflows, the first step is to reach out to our team. We’ll arrange a personalized demo to walk you through the solution’s features, highlight how it integrates with your existing spreadsheets, and answer any questions you may have. Following the demo, we can schedule a dedicated meeting to discuss your specific requirements and implementation approach. By contacting us directly, you’ll gain access to expert guidance and a clear roadmap for deploying the solution within your organization.