Smartsheet agent skills for Claude Code, Cursor and RevampKey

4 ready-made playbooks that teach an AI agent how to do real Smartsheet work: which tools to call, what to check first, and when to stop and ask you.

Download RevampKey, free I have it: connect Smartsheet

Connect Smartsheet once and all 4 skills install themselves and stay up to date. Mac, Windows and Linux.

All 4 Smartsheet skills

Each skill is one job. You ask in plain words and the agent loads the skill that matches, then follows its steps.

Start hereAsks before writing24 Smartsheet tools

Use Smartsheet with Claude safely

Smartsheet Essentials confirms the account, workspace and sheet before Claude reads anything, keeps large reads small, and asks for your explicit yes before any change, deletion or comment.

Use it when

You are starting a new Smartsheet question and need the right sheet found first
Claude is about to edit, delete or comment on rows and should check with you first
A Smartsheet read is failing with permission or rate-limit errors

Tools it uses

search
list_workspaces
browse_workspace
browse_folder
get_sheet_summary
get_columns
get_cell_history
get_sheet_version
list_dashboards
get_dashboard
add_rows
update_rows
delete_rows
add_columns
update_column
delete_column
create_workspace
add_comment
update_comment
delete_comment
create_discussion
delete_discussion
get_discussion
list_discussions

Example

Find the Q3 Launch sheet in my Marketing workspace and tell me how many rows are overdue, but don't change anything.

I found one sheet named Q3 Launch in Marketing. It has 84 rows, and 7 are overdue. Two of the overdue rows are owned by Priya. I haven't changed anything. If you want the overdue rows moved to a new status, tell me and I'll show you the exact edits first.

Use in RevampKeyRead the full skill →

Asks before writing10 Smartsheet tools

Follow up on Smartsheet discussion threads with AI

Reads the comments on overdue and blocked Smartsheet rows, works out what was said and what is still open, and drafts follow-ups for the owners. It asks before posting, editing or deleting anything.

Use it when

A task has been overdue for a week and you want to know whether anyone has replied to the question.
You need an open-questions list from the threads on a blocked project sheet.
You want to draft nudges to owners without posting them yet.

Tools it uses

get_sheet_summary
browse_workspace
list_workspaces
list_discussions
get_discussion
create_discussion
add_comment
delete_discussion
delete_comment
update_comment

Example

What have people said on the overdue vendor sign-off rows, and who still owes a reply?

Eleven overdue rows have threads. Four are open questions with no answer, the newest from nine days ago. Three owners said they would act but have not reported back. Two threads say the blocker is fixed while the row still shows Blocked. Draft nudges for all nine are ready for your approval before anything is posted.

Use in RevampKeyRead the full skill →

Read-only5 Smartsheet tools

Smartsheet risk and slippage review

Scans your Smartsheet sheets for work that is about to slip or has gone stale, and ranks it into a short watchlist for your next status or escalation conversation. It only reads and never changes your sheets.

Use it when

Before a weekly status meeting, to see what needs attention first
When a project feels behind and you want the specific overdue and blocked items
When you need an early-warning list for a stakeholder escalation

Tools it uses

search
browse_workspace
browse_folder
get_columns
get_sheet_summary

Example

What's about to slip in the next two weeks on the Marketing Campaign sheet? Rank the top items and tell me who owns each one.

Reviewed 60 rows in Marketing Campaign for the next 14 days. Watchlist: 1) Landing page copy, due 21 Mar, still Not Started, owner Priya. 2) Vendor sign-off, overdue by 4 days, owner Marcus. 3) Creative brief, blocked with no reason recorded, owner Dana. Overall 9 flagged: 4 overdue, 3 due soon and not started, 2 stale. Ask Priya whether the copy is still on track before Friday.

Use in RevampKeyRead the full skill →

Asks before writing10 Smartsheet tools

Audit a Smartsheet sheet's data quality with AI

Scans a sheet for missing owners, dates and priorities, duplicate task names and column naming problems, then ranks the issues by how much they break reporting. It proposes a cleanup list and asks before changing any column or row.

Use it when

Before a portfolio review, when you suspect the sheet's data will skew the numbers
After several people have added rows with inconsistent status or priority values
When a report shows odd totals and you need to find the rows causing it

Tools it uses

list_workspaces
browse_workspace
get_columns
get_sheet_summary
update_column
update_rows
add_columns
add_rows
delete_rows
delete_column

Example

Audit the Q3 Product Roadmap sheet for missing owners, duplicate tasks and inconsistent status values, and propose a cleanup list. Don't change anything yet.

The Q3 Product Roadmap sheet has 96 rows. The top issue is 12 active rows with no Owner, which will drop them from every per-person workload view. Status uses 'In progress', 'in progress' and 'WIP' for the same state, affecting 18 rows. I also found 4 likely duplicates of rows already listed, which I've flagged for you to confirm. Nothing has been changed yet.

Use in RevampKeyRead the full skill →

Get all 4 without copying a file

RevampKey adds the skills when you connect Smartsheet, updates them for you and removes them when you disconnect.

Download RevampKey

How Smartsheet skills work

Connect Smartsheet
The Smartsheet MCP server gives the agent its tools.
Ask in plain words
“What have people said on the overdue vendor sign-off rows, and who still owes a reply?” Each SKILL.md says when it applies, so only the one that fits is loaded.
Approve any change
The agent calls the tools in order, checks its work, and shows you any change before it makes it.

How to install Smartsheet skills

In RevampKey the skills install themselves when you connect Smartsheet. In other tools each skill is one folder with a SKILL.md file, and you also need the Smartsheet MCP server connected there.

About 1 minute · nothing to copy

Download RevampKey for Mac, Windows or Linux and sign in.
Open Connectors and connect Smartsheet. All 4 skills come with it and stay up to date; they go away when you remove the connector.
Ask in plain language, for example “What have people said on the overdue vendor sign-off rows, and who still owes a reply?”
Download RevampKeyConnect Smartsheet · 1 click
Get RevampKey to connect Smartsheet
RevampKey is a free desktop app for Mac, Windows and Linux. Install it, sign in, and Smartsheet is one click away with its skills already attached.
Download RevampKey
Not now? Use the skills in your current tool
for s in essentials discussion-thread-follow-up risk-and-slippage-review sheet-data-quality-audit; do curl -fsSL --create-dirs -o .claude/skills/smartsheet-$s/SKILL.md https://revampkey.com/marketplace/smartsheet/skills/$s/SKILL.md done
Other tools

Into this project’s .claude/skills folder

Connect the Smartsheet MCP server in Claude Code.

Run this in your project folder to add all 4 skills:

for s in essentials discussion-thread-follow-up risk-and-slippage-review sheet-data-quality-audit; do
  curl -fsSL --create-dirs -o .claude/skills/smartsheet-$s/SKILL.md https://revampkey.com/marketplace/smartsheet/skills/$s/SKILL.md
done

Ask in plain language, for example “What have people said on the overdue vendor sign-off rows, and who still owes a reply?”

Into the shared .agents/skills folder

Connect the Smartsheet MCP server in Cursor.

Run this in your project folder to add all 4 skills:

for s in essentials discussion-thread-follow-up risk-and-slippage-review sheet-data-quality-audit; do
  curl -fsSL --create-dirs -o .agents/skills/smartsheet-$s/SKILL.md https://revampkey.com/marketplace/smartsheet/skills/$s/SKILL.md
done

Ask in plain language, for example “What have people said on the overdue vendor sign-off rows, and who still owes a reply?”

Into the shared .agents/skills folder

Connect the Smartsheet MCP server in Codex.

Run this in your project folder to add all 4 skills:

for s in essentials discussion-thread-follow-up risk-and-slippage-review sheet-data-quality-audit; do
  curl -fsSL --create-dirs -o .agents/skills/smartsheet-$s/SKILL.md https://revampkey.com/marketplace/smartsheet/skills/$s/SKILL.md
done

Ask in plain language, for example “What have people said on the overdue vendor sign-off rows, and who still owes a reply?”

Into the shared .agents/skills folder

Connect the Smartsheet MCP server in VS Code.

Run this in your project folder to add all 4 skills:

for s in essentials discussion-thread-follow-up risk-and-slippage-review sheet-data-quality-audit; do
  curl -fsSL --create-dirs -o .agents/skills/smartsheet-$s/SKILL.md https://revampkey.com/marketplace/smartsheet/skills/$s/SKILL.md
done

Ask in plain language, for example “What have people said on the overdue vendor sign-off rows, and who still owes a reply?”

RevampKey or copy the files?

In RevampKey

One click when you connect Smartsheet
Updated for you when a skill improves
Removed when you disconnect
The MCP server is set up for you
800+ other connectors, same way

Download free

Copy into your project

One command per project
Run it again to get updates
You connect the Smartsheet MCP server yourself
Works in Claude Code, Cursor, Codex and VS Code

See the command

Smartsheet skills FAQ

What is a Smartsheet agent skill?

A SKILL.md file: a short playbook an AI agent loads when your request matches it. Each Smartsheet skill describes one job, which Smartsheet tools to use in which order, what to check first and when to stop and ask you.

Do the Smartsheet skills change anything on their own?

1 of the 4 only read. The others tell the agent to show you the change and wait for a yes before it creates, edits or deletes anything in Smartsheet.

Which tools can use these skills?

Any agent that reads the open Agent Skills format: Claude Code, Cursor, Codex, VS Code with Copilot and RevampKey. In RevampKey they are attached when you connect Smartsheet; elsewhere you copy the folders into your project or skills directory.

Do I need the Smartsheet MCP server too?

Yes. The skills tell the agent how to do the work; the Smartsheet MCP server gives it the tools to do it. The Smartsheet MCP setup guide covers every client.

Smartsheet MCP server setup · This page as Markdown

Put Smartsheet’s best workflows in your agent

Download RevampKey, connect Smartsheet and ask your first question in about a minute.

Download RevampKey Connect Smartsheet · 1 click

All 4 Smartsheet skills

Use Smartsheet with Claude safely

Use it when

Tools it uses

Follow up on Smartsheet discussion threads with AI

Use it when

Tools it uses

Smartsheet risk and slippage review

Use it when

Tools it uses

Audit a Smartsheet sheet's data quality with AI

Use it when

Tools it uses

Get all 4 without copying a file

How Smartsheet skills work

How to install Smartsheet skills

RevampKey or copy the files?

In RevampKey

Copy into your project

Smartsheet skills FAQ

Put Smartsheet’s best workflows in your agent

Skills for related tools