Your Smartsheet sheets, queryable by AI
Project plans, trackers and intake sheets live in Smartsheet. Sign in with your Smartsheet account, choose a sheet, and OrionBI keeps it as a fast, read-only Data Set on a refresh schedule — so Claude and ChatGPT query a clean table and dashboards follow the sheet as your team updates it.
- Free 7-day trial for everyone
- Not charged until your trial ends
- Cancel anytime
What you get with Smartsheet
Everything below is enforced server-side — the AI client only ever sees governed tools and their results.
- Sign in with Smartsheet — OrionBI asks only to read sheets, and never to edit or share them
- Every column keeps its title, and numbers, dates, checkboxes and contacts land typed
- Refresh as often as every five minutes, on an interval or a cron expression
- Read-only by design — this connector never edits your sheets
- Access stored encrypted with AES-256-GCM, never exposed to AI clients
- Share Data Sets read-only with teammates, groups, or your whole org
- Reachable from Claude on the web and on mobile, not just a desktop app reading a local config file
From sign-up to querying Smartsheet in minutes
No infrastructure to stand up — connect, authorize, and start asking questions.
- 01
Start your free trial.
- 02
Connect your Smartsheet account.
- 03
Search for a sheet, create a Data Set from it, and pick a refresh schedule.
- 04
Claude, ChatGPT, or any MCP client queries the materialized table over OAuth.
Related engines
OrionBI connects to relational databases, warehouses, NoSQL stores, and SaaS sources — all through one governed MCP server.
Put Smartsheet to work for your AI today
Governed access, encrypted credentials, and a full audit trail — up and running in minutes, free while you try it.
Start your free trial