smartsuite-mcp-server

mcp
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SUMMARY

Local MCP server for governed AI access to SmartSuite

README.md

SmartSuite MCP Server

A locally-hosted Model Context Protocol (MCP) server that gives AI coding agents and desktop assistants governed, auditable access to SmartSuite data.

Works with Claude Desktop, Claude Code, Cursor, Cline, and any other MCP-compatible client.


What this is

The SmartSuite MCP server runs on your machine and communicates with your MCP client over stdio. It proxies requests to the SmartSuite REST API using your account credentials. The server enforces access modes, validates inputs, redacts secrets from logs, and writes local audit logs for all write operations.


Installation

Option 1: Claude Desktop extension (.mcpb)

Download the latest smartsuite-mcp-server-*.mcpb from the Releases page, then double-click to install in Claude Desktop. You'll be prompted for your account ID and API key. No Node.js required.

Option 2: npm (global)

npm install -g @smartsuite/mcp-server

Option 3: npx (no install)

npx @smartsuite/mcp-server

Option 4: Docker

docker pull smartsuite/mcp-server:latest

Quick start: Claude Desktop

Add to your Claude Desktop config (~/Library/Application Support/Claude/claude_desktop_config.json on macOS):

{
  "mcpServers": {
    "smartsuite": {
      "type": "stdio",
      "command": "smartsuite-mcp",
      "args": [],
      "env": {
        "SMARTSUITE_ACCOUNT_ID": "your-account-id",
        "SMARTSUITE_API_KEY": "your-api-key",
        "SMARTSUITE_BASE_URL": "https://app.smartsuite.com/api/v1",
        "SMARTSUITE_MCP_MODE": "readwrite"
      }
    }
  }
}

Restart Claude Desktop. You should see the SmartSuite tools in the connector panel.


Quick start: Claude Code

claude mcp add smartsuite \
  --env SMARTSUITE_ACCOUNT_ID=your-account-id \
  --env SMARTSUITE_API_KEY=your-api-key \
  --env SMARTSUITE_BASE_URL=https://app.smartsuite.com/api/v1 \
  --env SMARTSUITE_MCP_MODE=readwrite \
  -- smartsuite-mcp

Quick start: Docker

docker run --rm -i \
  -e SMARTSUITE_ACCOUNT_ID=your-account-id \
  -e SMARTSUITE_API_KEY=your-api-key \
  -e SMARTSUITE_MCP_MODE=readonly \
  smartsuite/mcp-server:latest

Access modes

Mode Read Create/Update Delete Schema writes
readonly
readwrite opt-in opt-in
admin opt-in opt-in

Set with SMARTSUITE_MCP_MODE. Default is readonly.


Cross-workspace access

A SmartSuite API key can often reach several workspaces. By default this server is locked to the single workspace named in SMARTSUITE_ACCOUNT_ID (the "primary" workspace). Set SMARTSUITE_ENABLE_CROSS_WORKSPACE=true to let the server read from other workspaces the key can access.

When enabled:

  • A new read-only tool smartsuite_list_workspaces lists the workspaces you can reach (slug, name, solution count, plan). It's hidden when the flag is off.
  • Read tools gain an optional workspace parameter — pass a workspace slug or name to run that single call against a non-primary workspace. Omit it to use the primary.
  • Cross-workspace access is read-only. Writes, updates, and deletes always target the primary workspace only; passing workspace to a write tool is rejected, regardless of access mode.
  • Restrict the reachable set with SMARTSUITE_ALLOWED_WORKSPACES (comma-separated slugs or names). Empty means all workspaces the key can access. The primary is always allowed.
// Example: enable cross-workspace, limited to two workspaces
"env": {
  "SMARTSUITE_ENABLE_CROSS_WORKSPACE": "true",
  "SMARTSUITE_ALLOWED_WORKSPACES": "s36h7yr5,Reveal Risk"
}
// Then, in the client:
smartsuite_list_workspaces()                          → see what's reachable
smartsuite_list_solutions({ workspace: "Reveal Risk" })   → read another workspace by name
smartsuite_describe_application({ applicationId, workspace: "s36h7yr5" })  → by slug

Configuration

Required

Variable Description
SMARTSUITE_ACCOUNT_ID Your SmartSuite account ID
SMARTSUITE_API_KEY Your SmartSuite API key

Optional

Variable Default Description
SMARTSUITE_BASE_URL https://app.smartsuite.com/api/v1 API base URL
SMARTSUITE_MCP_MODE readonly Access mode: readonly, readwrite, admin
SMARTSUITE_MAX_RECORDS 100 Hard cap for list/query tools
SMARTSUITE_MAX_BATCH_WRITES 25 Max records per batch update
SMARTSUITE_ENABLE_DELETE false Enable delete tools
SMARTSUITE_ENABLE_SCHEMA_WRITE false Enable schema write tools (create/update fields, formulas, forms, and automations)
SMARTSUITE_ALLOWED_SOLUTIONS (all) Comma-separated solution IDs to allow
SMARTSUITE_ALLOWED_APPLICATIONS (all) Comma-separated application IDs to allow
SMARTSUITE_DENIED_APPLICATIONS (none) Comma-separated application IDs to block
SMARTSUITE_ENABLE_CROSS_WORKSPACE false Allow read access to other workspaces your API key can reach (see Cross-workspace access)
SMARTSUITE_ALLOWED_WORKSPACES (all) Comma-separated workspace slugs or names reachable when cross-workspace is enabled; empty allows all accessible workspaces
SMARTSUITE_LOG_LEVEL info Log level: debug, info, warn, error
SMARTSUITE_LOG_FILE stderr Path to write logs (default: stderr)
SMARTSUITE_REQUEST_TIMEOUT_MS 30000 HTTP request timeout in milliseconds
SMARTSUITE_RETRY_COUNT 2 Number of retries for rate limits and transient errors
SCHEMA_CACHE_TTL_MS 300000 Application schema cache TTL (5 min)
SMARTSUITE_AI_ENRICHED_RECORDS false Return field context (label, type, help text, linked field) with every record response

Tool list

Discovery & Schema

Tool Description
smartsuite_diagnostics Validate configuration and connectivity
smartsuite_list_workspaces List workspaces your API key can access (only when cross-workspace is enabled)
smartsuite_list_solutions List accessible SmartSuite solutions
smartsuite_get_solution Get solution details
smartsuite_list_applications List applications; pass solutionId to filter to one solution. Use slim: true to inventory a whole solution cheaply (id, name, slug, solution, fieldCount); limit is enforced client-side
smartsuite_describe_application Application schema with field slugs, options, help text, and the record term. Pass includeLayout: true for record-view tabs, sections (collapse + visibility conditions), field rows, and field-level display logic
smartsuite_list_fields List fields for an application, with help text
smartsuite_describe_field Detailed field metadata: choice options, help text (+ format), linked-record targets and display format, formula expression + return type, record-title template, auto-number config, and native AI field config

Formulas

Tool Mode Description
smartsuite_analyze_formulas readonly Review formula fields. Application-wide: every formula with return type, validity, native complexity score + tier, and structural metrics (function count, nesting depth, reference counts). Pass fieldSlug for one formula's dependency graph — reference chains resolved across linked records and compound sub-fields, rendered as an ASCII tree and a Mermaid flowchart. Add deep: true for the cross-table impact index (record count × link fan-out)
smartsuite_validate_formula readonly Validate a formula expression against an application without writing anything. Returns {valid, safe, warnings} or the exact error (syntax, unknown function, missing field reference)
smartsuite_create_formula_field readwrite + enable_schema_write Create a formula field. Validates the expression first (an invalid formula is never created); dry-run preview unless confirm: true
smartsuite_update_formula_field readwrite + enable_schema_write Update a formula field's expression, label, and/or return type. Validates first; dry-run preview unless confirm: true

Records

Tool Mode Description
smartsuite_list_records readonly List records with optional sort and field projection; pass ids to fetch specific records by ID
smartsuite_get_record readonly Get a record by ID
smartsuite_search_records readonly Text search across specified fields
smartsuite_query_records readonly Structured filter query
smartsuite_create_record readwrite Create a new record
smartsuite_update_record readwrite Update one record
smartsuite_update_records readwrite Batch update with dry-run support
smartsuite_delete_records readwrite + enable_delete Delete records with confirmation

Comments

Tool Mode Description
smartsuite_list_comments readonly List comments on a record
smartsuite_create_comment readwrite Add a comment to a record

Views & Dashboards

Tool Description
smartsuite_list_views List views for an application (grid, kanban, calendar, timeline, gantt, map, chart, form). Pass includeConfig: true for each view's filters, sort, group-by, and visible/collapsed fields
smartsuite_describe_view Full configuration for one view: filters, sort, group-by, visible/collapsed fields, sharing settings. For form views, returns form config (title, submit label, branding, redirect, per-field prefill/help)
smartsuite_list_dashboards List dashboards for an application with their tabs
smartsuite_describe_dashboard Full dashboard config: tabs, branding, style. Pass includeWidgets: true to fetch every widget (type, name, position, parsed params) on every tab

Forms

Tool Mode Description
smartsuite_list_forms readonly List an application's forms with page/field counts, sharing state, and public URL
smartsuite_describe_form readonly Full form structure: settings, sharing, and the page-by-page layout (bound fields + content elements, sections, conditions)
smartsuite_create_form readwrite + enable_schema_write Create a form; validates label + field slugs. Dry-run unless confirm: true
smartsuite_update_form readwrite + enable_schema_write Update form settings, fields, or full formState. Dry-run unless confirm: true
smartsuite_submit_form readwrite Submit a form — creates a record through the form's pipeline. Call without values to preview the fields to fill, then with values to submit

Automations

Tool Description
smartsuite_list_automations List a solution's automations (id, name, enabled state, trigger, action types). Scoped per solution
smartsuite_describe_automation Full automation config: trigger and all action groups
smartsuite_describe_automation_step Resolve one step's full schema: a trigger (label, inputs+options, exposed fields, condition fields) or a chosen action (label, integration, inputs). Select an action with actionIndex/actionInstanceId
smartsuite_get_automation_limits Workspace automation run usage and plan: plan category, run limit, used, remaining, percent used, enforced
smartsuite_list_automation_credentials Integration credentials a solution's automations use (Gmail, Slack, Teams, webhooks, …)
smartsuite_list_solution_members Members available to a solution (id, name, email, job title, status)
smartsuite_create_automation Create an automation (trigger + actions). Requires readwrite/admin + SMARTSUITE_ENABLE_SCHEMA_WRITE. Pass actions as native actionGroups or a flat actions array; credentialId fills the credential onto trigger/actions. Build the shapes with describe_automation_step on a similar automation
smartsuite_update_automation Update an automation (label, trigger, actions, timezone) — applies only provided fields, preserves the rest. Trigger/actions you supply replace wholesale. Requires schema-write
smartsuite_delete_automation Delete an automation. Requires schema-write and SMARTSUITE_ENABLE_DELETE. Previews unless confirm:true. Destructive

My Work

Tool Mode Description
smartsuite_list_my_work readonly List the authenticated user's assigned work (comment mentions, checklist items, assigned records). Returns a summary (totals, overdue count, breakdowns by type/priority/solution) plus items. Filter by status (open/resolved), period, solution, application, item type, priority, or overdueOnly
smartsuite_update_my_work readwrite Update a My Work item: mark it resolved/open and/or set or clear its due date

SmartDocs

Tool Mode Description
smartsuite_get_smartdoc_content readonly Read a SmartDoc field as plain text and raw value
smartsuite_append_smartdoc_content readwrite Append markdown to a SmartDoc field

Files

Tool Mode Description
smartsuite_get_file_url readonly Resolve a file field handle to a signed CDN download URL
smartsuite_upload_file readwrite Upload a local file to a SmartSuite file field

Security model

  1. Credentials never reach the LLM. API key and account ID are loaded from environment variables and never included in tool responses or logs.
  2. Secrets are redacted from all log output.
  3. Access mode is enforced server-side. Write tools return a clear error in readonly mode.
  4. Destructive operations require explicit opt-in (SMARTSUITE_ENABLE_DELETE=true) and a confirmation argument.
  5. Batch writes require dry-run acknowledgement or confirm=true.
  6. Application allowlists and denylists prevent access to sensitive tables.
  7. Cross-workspace access is opt-in and read-only. Disabled by default; when enabled, other workspaces can be read but never written, and can be scoped with SMARTSUITE_ALLOWED_WORKSPACES.
  8. All write operations write a local audit log (tool, account, application, record, timestamp, success/failure). Field values are not logged by default.

See SECURITY.md for the full security model.


Troubleshooting

"config error: Missing required environment variable"
Set SMARTSUITE_ACCOUNT_ID and SMARTSUITE_API_KEY in your MCP client config.

"SmartSuite API error 401"
Check that your API key is correct and not expired.

"This operation is blocked in readonly mode"
Set SMARTSUITE_MCP_MODE=readwrite to enable writes.

Tools not appearing in Claude Desktop
Restart Claude Desktop after updating the config file.

Logs polluting MCP output
Ensure SMARTSUITE_LOG_FILE is set to a file path, or that no other code writes to stdout. The server only writes JSON-RPC to stdout.


Development

# Install dependencies
npm install

# Type-check
npm run typecheck

# Build
npm run build

# Run tests
npm test

# Bundle single file for Docker/MCPB
npm run bundle

# Build and package the Claude Desktop extension (.mcpb)
npm run pack:mcpb
# Output: mcpb/smartsuite-mcp-server-<version>.mcpb

Project structure

src/
  index.ts              Entry point
  server.ts             MCP server bootstrap and tool dispatch
  config.ts             Environment variable loader
  logger.ts             Structured JSON logger (stderr or file)
  errors.ts             Error classes and codes
  auth.ts               SmartSuite auth header builder
  smartSuiteClient.ts   SmartSuite REST API client with schema cache
  workspaces.ts         Workspace resolver (slug/name → slug) and allowlist
  tools/
    registry.ts         Tool definitions (names, schemas, annotations)
    context.ts          Shared tool context type
    diagnostics.ts
    workspaces.ts
    solutions.ts
    applications.ts
    fields.ts
    formulas.ts        Formula analysis, validation, and field create/update
    forms.ts           Form review, create/update, and submit (form-type reports)
    mywork.ts          My Work — the authenticated user's assigned items
    records.read.ts
    records.write.ts
    files.ts
    comments.ts
    views.ts
    automations.ts     Automation review, usage/limits, and create/update/delete
    smartdocs.ts
  types/
    config.ts           Config interface
    smartsuite.ts       SmartSuite API types
  utils/
    audit.ts            Audit log writer
    pagination.ts       Cursor encode/decode
    prosemirror.ts      ProseMirror/SmartDoc → plain text
    redaction.ts        Secret redaction
    retry.ts            Exponential backoff retry
    safeJson.ts         Safe JSON stringify

License

MIT

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