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Microsoft Excel MCP connector

Microsoft Excel is Microsoft's spreadsheet application for organizing, analyzing, and visualizing data in workbooks. The Microsoft Excel MCP connector allows AI agents to create and manage worksheets, read and update cell ranges, and work with structured tables within workbooks. It also supports retrieving workbook metadata, listing available worksheets, and performing data operations across multiple sheets.

Authentication type

  • OAuth 2.0 Authorization Code - Requires a one-time user login to authorize the agent to access the service on their behalf.

Uses

Use the Microsoft Excel MCP connector to perform the following actions:

  • Track project budgets and expenses across multiple worksheets in real time
  • Automate sales pipeline updates by syncing deal stages to Excel tables
  • Build compliance audit logs by appending transaction records to worksheets
  • Consolidate employee timesheets from distributed Excel files into a master table
  • Generate dynamic pricing tables that update based on inventory or market data
  • Maintain customer contact records with automated deduplication and validation

Example prompts

Use the following example prompts to invoke Microsoft Excel MCP connector tools from your AI assistant or Boomi Connect workflow:

  • Add a new row to the Q4 sales forecast in Microsoft Excel with this quarter's revenue targets.
  • Show me all customer records in the accounts table in Microsoft Excel from the Northeast region.
  • Update the product inventory worksheet in Microsoft Excel to reflect today's stock counts.
  • Create a new worksheet in Microsoft Excel called 'Approved Vendors' with supplier information.
  • Pull all open purchase orders from the transactions table in Microsoft Excel.
  • Add a table row to the expense report in Microsoft Excel for this week's approved reimbursements.
  • Delete outdated employee records from the HR roster in Microsoft Excel.
  • List all worksheets in the company budget workbook in Microsoft Excel.
  • Create a new table in Microsoft Excel to track customer satisfaction survey responses.
  • Retrieve the quarterly financial summary range from cell A1 to D50 in Microsoft Excel.

Microsoft Excel MCP connector tools

The Microsoft Excel MCP connector provides the following tools. Each tool maps to a specific action you can invoke from your AI agent or automation.

ToolDescription
microsoftexcel_microsoftexcelcreaterow_invokeCreates a new row in a specified table or range within a worksheet.
getWorkbookRetrieves details and properties for a specific Excel workbook.
listWorksheetsLists all worksheets contained within a workbook.
createWorksheetCreates a new worksheet in a workbook.
getWorksheetRetrieves details and properties for a specific worksheet.
updateWorksheetModifies the name or properties of an existing worksheet.
deleteWorksheetRemoves a worksheet from a workbook.
getRangeRetrieves cell values and formatting from a specified range.
updateRangeModifies cell values or formatting in a specified range.
listTablesLists all tables within a worksheet or workbook.
createTableCreates a new table from a range of cells.
getTableRetrieves details and properties for a specific table.
updateTableModifies the name or properties of an existing table.
deleteTableRemoves a table from a worksheet.
listTableRowsLists all rows contained within a table.
addTableRowAdds a new row to the end of a table.
getTableRowRetrieves data for a specific row within a table.
updateTableRowModifies cell values in a specific table row.
deleteTableRowRemoves a row from a table.
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