Docs/Claude connector

Use SheetSync with Claude

Connect SheetSync to Claude, see what it can do, and understand each tool in plain language.

12 min read · Updated July 2026

What this connection does

You can ask Claude about your Attio data, Google Sheets, syncs, reports, and shared views in normal language. Claude chooses a SheetSync tool for each step. SheetSync checks your connected accounts and permissions, then returns a result. Your existing syncs still live in the SheetSync dashboard.

What is a tool?

A tool is one specific action Claude can ask SheetSync to take, such as finding a spreadsheet, previewing a sync, or running an existing sync. MCP is the connection that lets Claude call those tools. You do not need to know the tool names to use it.

Connect it in a few steps

01
Open the SheetSync setup page
Sign in to SheetSync and open Connect Claude. Connect your Attio and Google accounts there if they are not already connected.
02
Copy the MCP URL
Use the copy button next to the SheetSync MCP URL on that page. This is the address Claude uses to reach your SheetSync tools.
03
Add it in Claude
Open Claude's connector settings, add a custom connector, paste the MCP URL, and follow Claude's connection steps.
04
Approve access in SheetSync
Claude sends you back to SheetSync to sign in and review the permissions. Choose Allow Claude to finish connecting.
05
Try a small request
Ask Claude to list your SheetSync syncs or find a spreadsheet. This checks that the connection can make a real tool call.

Open Connect ClaudeConnect Attio and Google, copy your SheetSync MCP URL, and manage Claude access.

No provider passwords in Claude

Connect Attio and Google through SheetSync's own setup screens. Claude receives a separate SheetSync connection, not your Attio or Google passwords. You can disconnect Claude from the same setup page.

Things you can ask Claude

[ Start with these ]

Show me my SheetSync syncs and which ones are paused.

Find my Attio Deals list and the sales spreadsheet. Suggest a field mapping, then preview the sync.

Why did my latest sync have issues? Show me the affected records.

Preview a report of deals by stage before saving it.

For changes, ask Claude to show the exact plan or preview first. A preview reads a bounded sample; a create, apply, publish, or run tool changes something. A sync run can update Attio records or Google Sheet cells depending on its direction.

Account and connection tools

Tool	What it does
get_account_context	Shows which SheetSync account and permissions Claude is using, and whether Attio and Google are connected.
get_usage_limits	Shows your plan limits and current sync usage.
list_connections	Checks the Attio and Google connections without showing their secret tokens.
get_connection_help	Gives you the setup link when an account needs connecting again.

get_account_context

What it does: Shows which SheetSync account and permissions Claude is using, and whether Attio and Google are connected.

get_usage_limits

What it does: Shows your plan limits and current sync usage.

list_connections

What it does: Checks the Attio and Google connections without showing their secret tokens.

get_connection_help

What it does: Gives you the setup link when an account needs connecting again.

Find and inspect Attio data

Tool	What it does
search_attio_sources	Finds Attio objects, lists, and views you can use.
get_attio_source	Checks one exact object, list, or view before using it.
list_attio_fields	Shows fields available from that Attio source.
list_attio_field_options	Shows choices for a field, such as statuses or people.
search_attio_records	Reads a small page of records or list entries; a text search checks only that page.
get_attio_record	Reads one specific record or list entry.

search_attio_sources

What it does: Finds Attio objects, lists, and views you can use.

get_attio_source

What it does: Checks one exact object, list, or view before using it.

list_attio_fields

What it does: Shows fields available from that Attio source.

list_attio_field_options

What it does: Shows choices for a field, such as statuses or people.

search_attio_records

What it does: Reads a small page of records or list entries; a text search checks only that page.

get_attio_record

What it does: Reads one specific record or list entry.

Find, inspect, and change Google Sheets

Tool	What it does
search_spreadsheets	Finds spreadsheets your SheetSync Google connection can access.
get_spreadsheet	Shows one spreadsheet's name, link, and tabs.
list_sheet_tabs	Shows the tabs in a spreadsheet and their sizes.
get_sheet_schema	Checks column headers and a small sample of cells, including sampled formulas.
read_sheet_rows	Reads a specific, limited range of rows and columns.
create_spreadsheet	Creates a new spreadsheet with an initial tab and optional headers.
create_sheet_tab	Adds a tab, with optional headers, to an existing spreadsheet.
rename_sheet_tab	Renames a tab after checking that its current name still matches.
preview_sheet_changes	Shows the effect of setting cells, clearing cells, or adding rows without making the change.
prepare_sheet_changes	Makes a short-lived plan for exact cell changes after checking formulas and protected SheetSync columns.
apply_sheet_changes	Applies that prepared plan after checking the target cells again.

search_spreadsheets

What it does: Finds spreadsheets your SheetSync Google connection can access.

get_spreadsheet

What it does: Shows one spreadsheet's name, link, and tabs.

list_sheet_tabs

What it does: Shows the tabs in a spreadsheet and their sizes.

get_sheet_schema

What it does: Checks column headers and a small sample of cells, including sampled formulas.

read_sheet_rows

What it does: Reads a specific, limited range of rows and columns.

create_spreadsheet

What it does: Creates a new spreadsheet with an initial tab and optional headers.

create_sheet_tab

What it does: Adds a tab, with optional headers, to an existing spreadsheet.

rename_sheet_tab

What it does: Renames a tab after checking that its current name still matches.

preview_sheet_changes

What it does: Shows the effect of setting cells, clearing cells, or adding rows without making the change.

prepare_sheet_changes

What it does: Makes a short-lived plan for exact cell changes after checking formulas and protected SheetSync columns.

apply_sheet_changes

What it does: Applies that prepared plan after checking the target cells again.

Formula and cell changes

A sampled preview cannot promise that every cell has been checked. Applying changes checks the exact target cells again. If you intend to replace formulas, make that instruction explicit when reviewing the plan.

Plan a sync before saving it

Tool	What it does
prepare_sync_plan	Checks a proposed sync against live Attio fields and Sheet columns, then makes a short-lived plan.
suggest_field_mappings	Suggests which Attio fields match Sheet columns. You can review every suggestion.
validate_sync_configuration	Checks direction, matching, mappings, required fields, and formulas without saving.
preview_sync	Compares small samples from both sides and shows possible matches, duplicates, and missing matches.
explain_matching	Explains which values identify the same record on both sides, using a limited sample.
compare_sync_configuration	Shows how a proposed setup differs from an existing sync.
get_sync_plan	Shows a prepared plan and whether it is still valid.
discard_sync_plan	Throws away an unused plan so it cannot be used to create a sync.

prepare_sync_plan

What it does: Checks a proposed sync against live Attio fields and Sheet columns, then makes a short-lived plan.

suggest_field_mappings

What it does: Suggests which Attio fields match Sheet columns. You can review every suggestion.

validate_sync_configuration

What it does: Checks direction, matching, mappings, required fields, and formulas without saving.

preview_sync

What it does: Compares small samples from both sides and shows possible matches, duplicates, and missing matches.

explain_matching

What it does: Explains which values identify the same record on both sides, using a limited sample.

compare_sync_configuration

What it does: Shows how a proposed setup differs from an existing sync.

get_sync_plan

What it does: Shows a prepared plan and whether it is still valid.

discard_sync_plan

What it does: Throws away an unused plan so it cannot be used to create a sync.

Create and manage syncs

Tool	What it does
list_syncs	Lists your syncs, including status, direction, and schedule.
get_sync	Shows one sync's full setup, mappings, and latest run.
get_sync_status	Shows a sync's current state, latest run, and next scheduled time.
create_sync	Saves a reviewed plan as a paused sync. It does not run.
create_and_run_sync	Saves a reviewed plan and queues its first run; the plan decides whether the schedule is active.
create_sync_bundle	Creates up to 20 separately reviewed sync plans in one request. Each can succeed or fail separately.
update_sync	Replaces an existing sync's setup after checking its latest version. It keeps its active or paused state.
duplicate_sync	Makes a paused copy of a sync, without copying its run history or row links.
rename_sync	Changes a sync's name after checking its latest version.
set_sync_schedule	Changes how often a sync is due to run.
pause_sync	Stops future scheduled runs; it does not stop a run already in progress.
resume_sync	Turns scheduled runs back on and makes the sync due.
run_sync	Queues an existing sync to run now. It may change Attio records or Sheet cells.
retry_sync_run	Starts a fresh run using the current setup after checking an earlier run.
stop_sync_run	Asks a running sync to stop between batches. Completed changes remain.
delete_sync	Deletes the SheetSync setup and its tracking state, but leaves Attio records and Sheet rows in place.

list_syncs

What it does: Lists your syncs, including status, direction, and schedule.

get_sync

What it does: Shows one sync's full setup, mappings, and latest run.

get_sync_status

What it does: Shows a sync's current state, latest run, and next scheduled time.

create_sync

What it does: Saves a reviewed plan as a paused sync. It does not run.

create_and_run_sync

What it does: Saves a reviewed plan and queues its first run; the plan decides whether the schedule is active.

create_sync_bundle

What it does: Creates up to 20 separately reviewed sync plans in one request. Each can succeed or fail separately.

update_sync

What it does: Replaces an existing sync's setup after checking its latest version. It keeps its active or paused state.

duplicate_sync

What it does: Makes a paused copy of a sync, without copying its run history or row links.

rename_sync

What it does: Changes a sync's name after checking its latest version.

set_sync_schedule

What it does: Changes how often a sync is due to run.

pause_sync

What it does: Stops future scheduled runs; it does not stop a run already in progress.

resume_sync

What it does: Turns scheduled runs back on and makes the sync due.

run_sync

What it does: Queues an existing sync to run now. It may change Attio records or Sheet cells.

retry_sync_run

What it does: Starts a fresh run using the current setup after checking an earlier run.

stop_sync_run

What it does: Asks a running sync to stop between batches. Completed changes remain.

delete_sync

What it does: Deletes the SheetSync setup and its tracking state, but leaves Attio records and Sheet rows in place.

Understand a sync result

Tool	What it does
list_sync_runs	Lists recent runs for one sync.
get_sync_run	Shows the result and counts for one run.
get_sync_issues	Lists recent problems and whether they have been resolved.
get_record_sync_status	Shows SheetSync's saved link for one Attio record or Sheet row; it is not a fresh comparison of both sides.
preview_missing_link_removal	Checks one saved row link and explains what forgetting it would do.
remove_missing_sheet_link	Rechecks a missing row link, then forgets that one link. It does not delete an Attio record or Sheet row.
diagnose_sync	Combines setup, recent runs, and issues into one troubleshooting summary.

list_sync_runs

What it does: Lists recent runs for one sync.

get_sync_run

What it does: Shows the result and counts for one run.

get_sync_issues

What it does: Lists recent problems and whether they have been resolved.

get_record_sync_status

What it does: Shows SheetSync's saved link for one Attio record or Sheet row; it is not a fresh comparison of both sides.

preview_missing_link_removal

What it does: Checks one saved row link and explains what forgetting it would do.

remove_missing_sheet_link

What it does: Rechecks a missing row link, then forgets that one link. It does not delete an Attio record or Sheet row.

diagnose_sync

What it does: Combines setup, recent runs, and issues into one troubleshooting summary.

Reports and dashboards

Tool	What it does
get_report_capabilities	Shows report types, fields, filters, and limits for an Attio source.
preview_report	Calculates a report without saving it.
list_dashboards	Lists your private report dashboards.
get_dashboard	Shows one dashboard and its saved reports.
get_dashboard_data	Calculates the current data for a dashboard's reports.
get_report	Shows one saved report's setup and display choices.
create_dashboard	Creates an empty private dashboard.
update_dashboard	Changes a dashboard's title or description.
delete_dashboard	Deletes a dashboard and its reports after checking the exact report list.
create_report	Saves a report in a dashboard after checking its definition.
update_report	Changes a saved report's definition or display choices.
delete_report	Deletes one saved report.
reorder_dashboard_reports	Changes the order of reports in a dashboard.

get_report_capabilities

What it does: Shows report types, fields, filters, and limits for an Attio source.

preview_report

What it does: Calculates a report without saving it.

list_dashboards

What it does: Lists your private report dashboards.

get_dashboard

What it does: Shows one dashboard and its saved reports.

get_dashboard_data

What it does: Calculates the current data for a dashboard's reports.

get_report

What it does: Shows one saved report's setup and display choices.

create_dashboard

What it does: Creates an empty private dashboard.

update_dashboard

What it does: Changes a dashboard's title or description.

delete_dashboard

What it does: Deletes a dashboard and its reports after checking the exact report list.

create_report

What it does: Saves a report in a dashboard after checking its definition.

update_report

What it does: Changes a saved report's definition or display choices.

delete_report

What it does: Deletes one saved report.

reorder_dashboard_reports

What it does: Changes the order of reports in a dashboard.

Shared views

A shared view is called a portal in tool names. It gives people a link to selected Attio data. Review the exact columns and access settings before publishing or changing a public view.

Tool	What it does
list_portals	Lists your shared views and whether their links are public.
get_portal	Shows one view's source, columns, sorting, and access settings.
preview_portal	Shows a small sample of what the view would display.
create_portal_draft	Creates an unpublished draft. Set any password in SheetSync, never in Claude.
update_portal_draft	Changes an unpublished draft's title, columns, order, or download setting.
prepare_portal_publication	Shows the exact information and access settings that would become public, without publishing.
publish_portal	Turns on the public link for a reviewed draft.
update_published_portal	Applies a reviewed change to an already public view.
unpublish_portal	Turns off new access to the public link. Copies already downloaded remain outside SheetSync.
delete_portal	Deletes the view and turns off its link. Copies already downloaded remain outside SheetSync.

list_portals

What it does: Lists your shared views and whether their links are public.

get_portal

What it does: Shows one view's source, columns, sorting, and access settings.

preview_portal

What it does: Shows a small sample of what the view would display.

create_portal_draft

What it does: Creates an unpublished draft. Set any password in SheetSync, never in Claude.

update_portal_draft

What it does: Changes an unpublished draft's title, columns, order, or download setting.

prepare_portal_publication

What it does: Shows the exact information and access settings that would become public, without publishing.

publish_portal

What it does: Turns on the public link for a reviewed draft.

update_published_portal

What it does: Applies a reviewed change to an already public view.

unpublish_portal

What it does: Turns off new access to the public link. Copies already downloaded remain outside SheetSync.

delete_portal

What it does: Deletes the view and turns off its link. Copies already downloaded remain outside SheetSync.

Long-running actions and activity

Tool	What it does
get_operation	Checks whether a queued action has finished, failed, or been cancelled.
list_operations	Lists recent queued actions and their status.
cancel_operation	Cancels a waiting action or asks a running action to stop. Completed changes remain.
list_connector_activity	Shows recent summaries of Claude connector actions on your account.

get_operation

What it does: Checks whether a queued action has finished, failed, or been cancelled.

list_operations

What it does: Lists recent queued actions and their status.

cancel_operation

What it does: Cancels a waiting action or asks a running action to stop. Completed changes remain.

list_connector_activity

What it does: Shows recent summaries of Claude connector actions on your account.

If something is not working

If Claude says a connection is missing, return to Connect Claude and reconnect Attio or Google there.
If a tool says your trial has ended or a plan limit was reached, open SheetSync's pricing page or reduce your usage.
If a planned change has expired or the data changed, ask Claude to prepare a fresh plan and review it again.
If a run reports issues, ask Claude to diagnose the sync or open the sync in SheetSync to see the affected rows.
To remove Claude's access, open Connect Claude and disconnect its connection. Existing syncs and provider connections stay in place.

Troubleshoot a syncUnderstand run statuses, rejected rows, and connection problems.

Up nextCreate your first sync