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Microsoft Excel in Microsoft 365 is a powerful spreadsheet application for data management and analysis. The Excel MCP server lets you read, write, and manage workbooks in OneDrive and SharePoint using natural language.

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What Can It Do?

  • Create and search workbooks in OneDrive and SharePoint, including SharePoint document libraries
  • Manage worksheets by adding, listing, and updating
  • Read and write data to cells, rows, and tables
  • Download workbooks for sharing and backup

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Where to Use It

Add Excel as a tool to any agent. The agent can then interact with your spreadsheets conversationally, choosing the right actions based on context. To add an MCP tool to your agent:
  1. Open your agent’s configuration
  2. Click Add tools → Connect an app with MCP
  3. Search for the integration and select it
  4. Authenticate with your account
You can control which tools your agent has access to. After adding an integration, click on it to enable or disable specific tools based on what your agent needs.

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In Workflows (Via Agent Node)

For automated pipelines, use an Agent Node with Excel tools. This gives you the flexibility of an agent within a deterministic workflow.

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As a Custom MCP Node

You can also create a standalone MCP node for a specific action. This generates a reusable node that performs one task, useful when you need the same operation repeatedly in workflows.
To create a custom MCP node:
  1. Go to your node library and search for the integration
  2. Click Create a node with AI
  3. Describe the specific action you want (e.g., “Read data from the Sales worksheet”)
  4. Test the node and save it for reuse
Custom MCP nodes are single-purpose by design. For tasks that require multiple steps or dynamic decision-making, use an agent instead.

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Available Tools

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Example Prompts

Use these with your agent or in the Agent Node: Create a workbook:
Read data:
Update cells:
Add data:
Find a record:

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Troubleshooting

Agents are smart enough to chain multiple API calls together. For example, asking “Update the Acme row in the Sales table” will find the row first, then update it. If results seem off, check the agent’s step-by-step reasoning.

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Need Help?

Use this integration directly in Claude or Cursor. Connect remotely via the Excel MCP server using credentials from your Connectors page.