What Can It Do?
- Create and search workbooks in OneDrive and SharePoint
- Manage worksheets by adding, listing, and updating
- Read and write data to cells, rows, and tables
- Download workbooks for sharing and backup
Where to Use It
In Agents (Recommended)
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:- Open your agent’s configuration
- Click Add tools → Connect an app with MCP
- Search for the integration and select it
- Authenticate with your account
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.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.- Go to your node library and search for the integration
- Click Create a node with AI
- Describe the specific action you want (e.g., “Read data from the Sales worksheet”)
- 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.
Available Tools
| Tool | Description |
|---|---|
| Create Workbook | Create a new Excel workbook |
| Search Workbooks | Search workbooks in OneDrive/SharePoint |
| Download Workbook | Get a download URL |
| List Worksheets | List all worksheets |
| Add Worksheet | Add a new worksheet |
| Read Worksheet | Read data from a range |
| Update Cells | Update cell values |
| Search Data | Get data from a range |
| Add Row | Append a row |
| Find Row | Find a row by value |
| Find Or Create Row | Find or create a row |
| Update Row | Update a row |
| Delete Worksheet Row | Delete a row |
| List Tables | List all tables |
| Get Table | Get table metadata |
| Add Table | Create a table |
| List Table Rows | List rows in a table |
| Add Table Row | Add a row to a table |
| Add Table Column | Add a column |
| Update Table Column | Update column data |
| Delete Table | Delete a table |
Example Prompts
Use these with your agent or in the Agent Node: Create a workbook:Troubleshooting
| Issue | Solution |
|---|---|
| Agent not finding the right data | Use specific workbook names or provide the OneDrive/SharePoint path |
| Action not completing | Check that you’ve authenticated with Microsoft 365 and have access to the file |
| Unexpected results | The agent may chain multiple tools (e.g., listing worksheets first, then reading data). Review the agent’s reasoning to understand its approach. |
| Tool not available | Verify the tool is enabled in your agent’s MCP configuration |
Need Help?
- Agents documentation for setup and best practices
- Agent Node guide for workflow integration
- Gumloop Community for questions and examples
- Contact [email protected] for assistance
Use this integration directly in Claude or Cursor. Connect remotely via the Excel MCP server using your Gumloop credentials.