# Smartsheet agent skills for Claude Code, Cursor and RevampKey

> Ready-made Smartsheet playbooks for AI agents: follow up on Smartsheet discussion threads with AI, smartsheet risk and slippage review, audit a Smartsheet sheet's data quality with AI. Free SKILL.md files for Claude Code, Cursor and Codex, or one click in RevampKey.

## Skills

- [Use Smartsheet with Claude safely](https://revampkey.com/marketplace/smartsheet/skills/essentials.md): 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.
- [Follow up on Smartsheet discussion threads with AI](https://revampkey.com/marketplace/smartsheet/skills/discussion-thread-follow-up.md): 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.
- [Smartsheet risk and slippage review](https://revampkey.com/marketplace/smartsheet/skills/risk-and-slippage-review.md): 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.
- [Audit a Smartsheet sheet's data quality with AI](https://revampkey.com/marketplace/smartsheet/skills/sheet-data-quality-audit.md): 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.

## Install

- RevampKey: connect Smartsheet at https://revampkey.com/marketplace/smartsheet; the skills come with it.
- Any Agent Skills tool, into the current project:

```bash
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
```

### 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.

MCP setup guide: https://revampkey.com/marketplace/smartsheet.md