v0.8.0 — Forms, My Work, Automation writes + install fix

Adds 14 new tools since v0.7.0 — forms, My Work, and the full automation write surface — plus a packaging fix that affects every prior release.

⚠️ Packaging fix (affects 0.2.0–0.7.0)

The .mcpb ships an ES-module bundle as index.js. Without an explicit module type, whether it loads depends on the host Node: newer Node auto-detects ESM and runs, but a CommonJS-resolving runtime crashes at the first import and the server never launches (an indefinite "Installing…" with no server activity). 0.8.0 ships server/package.json {"type":"module"} so the module type is unambiguous on every Node version. If 0.7.0 wouldn't finish installing for you, 0.8.0 fixes it — host Node/Python are not required (Claude Desktop uses its built-in Node).

📝 Forms (new)

• smartsuite_list_forms / smartsuite_describe_form — list forms (page/field counts, sharing, public URL) and get the full page-by-page structure.
• smartsuite_create_form / smartsuite_update_form — schema-write-gated, validate-first, dry-run unless confirm: true.
• smartsuite_submit_form — submit a form to create a record through its pipeline; call without values to preview the fields, then with values to submit.

✅ My Work (new)

• smartsuite_list_my_work — the authenticated user's assigned work (mentions, checklist items, people-field assignments) with totals, overdue count, and breakdowns. Answers "what's on my plate?"
• smartsuite_update_my_work — resolve/reopen an item and/or set or clear its due date.

🤖 Automations (new)

• Review / usage: describe_automation_step (resolve a trigger or action's full schema — inputs+options, exposed fields, condition fields), get_automation_limits (run usage + plan), list_automation_credentials, list_solution_members.
• Write: create_automation, update_automation, delete_automation. Pass actions as native actionGroups or a flat actions array; credentialId fills the credential onto the trigger and actions. Gated by SMARTSUITE_ENABLE_SCHEMA_WRITE; delete also needs SMARTSUITE_ENABLE_DELETE and confirm: true.

Config

• The schema-write toggle is now exposed in the .mcpb config panel.
• The smartdoc-write toggle is removed — SmartDoc append is gated by access mode only.

Tests

• 56 unit tests across formulas, forms, My Work, and automations.

Install

Download smartsuite-mcp-server-0.8.0.mcpb below and double-click to install in Claude Desktop — you'll be prompted for your account ID and API key. No Node.js required. npm / npx / Docker options are in the README.

v0.7.0 — Formulas, Automations, Dashboards, Cross-workspace

Rolls up everything since v0.2.0 into one release — 9 new tools plus enhancements across the server.

✨ Formulas (new)

• smartsuite_analyze_formulas — 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 — validate an expression against an application with no write; returns {valid, safe, warnings} or the exact error (syntax, unknown function, missing field reference).
• smartsuite_create_formula_field / smartsuite_update_formula_field — schema-write-gated, validate-first, dry-run preview unless confirm: true.

🤖 Automations (new)

• smartsuite_list_automations / smartsuite_describe_automation — per-solution automations: trigger, action groups, enabled state, generated description.

📊 Dashboards (new)

• smartsuite_list_dashboards / smartsuite_describe_dashboard — dashboards with tabs, branding, and (opt-in) every widget on every tab.

🌐 Cross-workspace (new)

• smartsuite_list_workspaces plus an optional workspace parameter on read tools to target other workspaces your API key can reach. Opt-in via SMARTSUITE_ENABLE_CROSS_WORKSPACE, read-only, and scopable with SMARTSUITE_ALLOWED_WORKSPACES.

Enhancements

• Views: describe_view now returns form configuration for form views; richer per-view config.
• describe_application: includeLayout returns record-view tabs, sections (collapse + visibility), and field rows.
• Field metadata: help text (+ format), linked-record targets/display format, and native AI-field config surfaced.
• Schema writes gated behind SMARTSUITE_ENABLE_SCHEMA_WRITE.
• Fix: client now handles empty 200 bodies returned by schema-write endpoints (add_field/change_field).

Install

Download smartsuite-mcp-server-0.7.0.mcpb below and double-click to install in Claude Desktop — you'll be prompted for your account ID and API key. npm / npx / Docker options are in the README.

v0.2.0

What's new

File tools

• smartsuite_get_file_url — resolve a file field handle to a signed CDN download URL
• smartsuite_upload_file — upload a local file to a SmartSuite file field via multipart POST

AI-ready field context enrichment

• All record-read tools accept includeFieldContext to annotate responses with field label, type, help text, linked application, and linked field slug
• SMARTSUITE_AI_ENRICHED_RECORDS=true enables enrichment server-wide
• smartsuite_get_record: context embedded inline per field
• smartsuite_list_records, smartsuite_search_records, smartsuite_query_records: context added as _fieldContext map

Other

• smartsuite_list_records: fetch specific records by ID via ids param (bypasses pagination)
• smartsuite_list_applications: filter by solutionId
• smartsuite_describe_application: now surfaces helpText and linkedFieldSlug per field

Installation

Download smartsuite-mcp-server-0.2.0.mcpb and double-click to install in Claude Desktop.

v0.1.0 — Initial release

SmartSuite MCP Server v0.1.0

First release of the SmartSuite local MCP server. Install the .mcpb extension in Claude Desktop for one-click setup, or configure manually via npm or Docker.

Installation

Claude Desktop (easiest): Download SmartSuite.mcpb below and double-click to install. Enter your Account ID and API key when prompted.

Claude Code:
```bash
npx @smartsuite/mcp-server
```

See the README for full setup instructions.

What's included

• 21 MCP tools: solutions, applications, fields, records (CRUD + batch + search/query), comments, views, SmartDocs
• readonly, readwrite, and admin access modes
• Destructive operations require explicit opt-in and confirmation
• Audit logging for all write operations
• Secret redaction from all log output
• Docker support