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Microsoft Excel is a powerful spreadsheet application that enables agents to read, write, and manage workbook data, worksheets, tables, charts, and file permissions through the Microsoft Graph API.

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Setup

  1. In Agent Studio, go to Tools → Microsoft Excel → Connect
  2. Sign in with your Microsoft account and authorize access
  3. Review the requested permissions and click Allow

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Available actions

ActionDescription
EXCEL_ADD_CHARTAdd a chart to a worksheet using the Microsoft Graph API.
EXCEL_ADD_SHAREPOINT_WORKSHEETAdd a new worksheet to a SharePoint Excel workbook.
EXCEL_ADD_TABLECreate a table in a workbook.
EXCEL_ADD_TABLE_COLUMNAdd a column to an existing table.
EXCEL_ADD_TABLE_ROWAdd a row to an existing table.
EXCEL_ADD_WORKBOOK_PERMISSIONGrant access to a workbook by inviting recipients with specified roles.
EXCEL_ADD_WORKSHEETAdd a new worksheet to an Excel workbook.
EXCEL_APPLY_TABLE_FILTERApply a filter to a table column.
EXCEL_APPLY_TABLE_SORTApply a sort to a table.
EXCEL_CLEAR_RANGEClear values, formats, or contents in a specified worksheet range.
EXCEL_CLEAR_TABLE_FILTERClear a filter from a table column.
EXCEL_CLOSE_SESSIONClose an existing Excel workbook session to release workbook locks.
EXCEL_CONVERT_TABLE_TO_RANGEConvert a table back to a plain cell range.
EXCEL_CREATE_WORKBOOKCreate a new workbook file at a specified OneDrive path.
EXCEL_DELETE_TABLE_COLUMNDelete a column from a table.
EXCEL_DELETE_TABLE_ROWDelete a row from a table by index.
EXCEL_DELETE_WORKSHEETDelete a worksheet from a workbook.
EXCEL_GET_CHART_AXISRetrieve a specific axis from a chart, including min, max, and interval properties.
EXCEL_GET_CHART_DATA_LABELSRetrieve the data labels object of a chart, including position and visibility settings.
EXCEL_GET_CHART_LEGENDRetrieve the legend object of a chart, including visibility and formatting details.
EXCEL_GET_RANGEGet the values and properties of a cell range from a worksheet.
EXCEL_GET_SESSIONCreate a persistent session for an Excel workbook.
EXCEL_GET_SHAREPOINT_RANGEGet a cell range from a worksheet stored in SharePoint.
EXCEL_GET_SHAREPOINT_WORKSHEETGet a worksheet by name or ID from a SharePoint Excel workbook.
EXCEL_GET_TABLE_COLUMNRetrieve a specific column from a workbook table by ID or name.
EXCEL_GET_WORKBOOKRetrieve the properties and relationships of a workbook, including worksheets and tables.
EXCEL_GET_WORKSHEETGet a worksheet by name or ID from an Excel workbook.
EXCEL_INSERT_RANGEInsert a new cell range into a worksheet, shifting existing cells down or right.
EXCEL_LIST_CHARTSList all charts in a worksheet.
EXCEL_LIST_CHART_SERIESList all data series in a chart.
EXCEL_LIST_COMMENTSList all comments in an Excel workbook.
EXCEL_LIST_FILESList files and folders in a OneDrive root or specified folder path.
EXCEL_LIST_NAMED_ITEMSList all named items (named ranges and constants) in a workbook.
EXCEL_LIST_SHAREPOINT_TABLESList all tables in a SharePoint worksheet.
EXCEL_LIST_SHAREPOINT_WORKSHEETSList all worksheets in an Excel workbook stored in SharePoint.
EXCEL_LIST_TABLE_COLUMNSList all columns in a table.
EXCEL_LIST_TABLE_ROWSList all rows in a table.
EXCEL_LIST_TABLESList all tables in a worksheet.
EXCEL_LIST_WORKBOOK_PERMISSIONSList all permissions set on a workbook file.
EXCEL_LIST_WORKSHEETSList all worksheets in an Excel workbook.
EXCEL_MERGE_CELLSMerge a specified range of cells in a worksheet.
EXCEL_PROTECT_WORKSHEETProtect a worksheet with optional granular protection options.
EXCEL_SORT_RANGESort a cell range in a worksheet by specified fields.
EXCEL_UPDATE_CHARTUpdate a chart’s name, position, or dimensions in a worksheet.
EXCEL_UPDATE_CHART_LEGENDUpdate the formatting or position of a chart legend.
EXCEL_UPDATE_RANGEWrite new values to a cell range in a worksheet.
EXCEL_UPDATE_SHAREPOINT_RANGEWrite new values to a cell range in a SharePoint worksheet.
EXCEL_UPDATE_TABLEUpdate a table’s name, style, or header and totals visibility.
EXCEL_UPDATE_WORKSHEETUpdate a worksheet’s name or position in a workbook.

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Adding to an agent

  1. Open your agent in Agent Studio → Agent Builder
  2. Go to Tools and enable Microsoft Excel
  3. Select only the actions your agent needs
  4. Set auth mode: Shared (agent acts on one account) or Per-user (each end-user connects their own account)

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Example use cases

Automated report generation: An agent reads sales data from a database, writes the results into a worksheet using EXCEL_UPDATE_RANGE, creates a chart with EXCEL_ADD_CHART, and shares the workbook with stakeholders via EXCEL_ADD_WORKBOOK_PERMISSION. Data pipeline output: An agent processing survey responses appends new rows to a tracking table with EXCEL_ADD_TABLE_ROW and applies filters using EXCEL_APPLY_TABLE_FILTER to keep only records that meet specific criteria. SharePoint workbook management: An agent maintains project tracking spreadsheets in SharePoint by adding worksheets with EXCEL_ADD_SHAREPOINT_WORKSHEET, updating ranges with EXCEL_UPDATE_SHAREPOINT_RANGE, and listing worksheets with EXCEL_LIST_SHAREPOINT_WORKSHEETS to confirm the structure is correct.