Microsoft Excel

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.

Setup

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

Available actions

Action	Description
`EXCEL_ADD_CHART`	Add a chart to a worksheet using the Microsoft Graph API.
`EXCEL_ADD_SHAREPOINT_WORKSHEET`	Add a new worksheet to a SharePoint Excel workbook.
`EXCEL_ADD_TABLE`	Create a table in a workbook.
`EXCEL_ADD_TABLE_COLUMN`	Add a column to an existing table.
`EXCEL_ADD_TABLE_ROW`	Add a row to an existing table.
`EXCEL_ADD_WORKBOOK_PERMISSION`	Grant access to a workbook by inviting recipients with specified roles.
`EXCEL_ADD_WORKSHEET`	Add a new worksheet to an Excel workbook.
`EXCEL_APPLY_TABLE_FILTER`	Apply a filter to a table column.
`EXCEL_APPLY_TABLE_SORT`	Apply a sort to a table.
`EXCEL_CLEAR_RANGE`	Clear values, formats, or contents in a specified worksheet range.
`EXCEL_CLEAR_TABLE_FILTER`	Clear a filter from a table column.
`EXCEL_CLOSE_SESSION`	Close an existing Excel workbook session to release workbook locks.
`EXCEL_CONVERT_TABLE_TO_RANGE`	Convert a table back to a plain cell range.
`EXCEL_CREATE_WORKBOOK`	Create a new workbook file at a specified OneDrive path.
`EXCEL_DELETE_TABLE_COLUMN`	Delete a column from a table.
`EXCEL_DELETE_TABLE_ROW`	Delete a row from a table by index.
`EXCEL_DELETE_WORKSHEET`	Delete a worksheet from a workbook.
`EXCEL_GET_CHART_AXIS`	Retrieve a specific axis from a chart, including min, max, and interval properties.
`EXCEL_GET_CHART_DATA_LABELS`	Retrieve the data labels object of a chart, including position and visibility settings.
`EXCEL_GET_CHART_LEGEND`	Retrieve the legend object of a chart, including visibility and formatting details.
`EXCEL_GET_RANGE`	Get the values and properties of a cell range from a worksheet.
`EXCEL_GET_SESSION`	Create a persistent session for an Excel workbook.
`EXCEL_GET_SHAREPOINT_RANGE`	Get a cell range from a worksheet stored in SharePoint.
`EXCEL_GET_SHAREPOINT_WORKSHEET`	Get a worksheet by name or ID from a SharePoint Excel workbook.
`EXCEL_GET_TABLE_COLUMN`	Retrieve a specific column from a workbook table by ID or name.
`EXCEL_GET_WORKBOOK`	Retrieve the properties and relationships of a workbook, including worksheets and tables.
`EXCEL_GET_WORKSHEET`	Get a worksheet by name or ID from an Excel workbook.
`EXCEL_INSERT_RANGE`	Insert a new cell range into a worksheet, shifting existing cells down or right.
`EXCEL_LIST_CHARTS`	List all charts in a worksheet.
`EXCEL_LIST_CHART_SERIES`	List all data series in a chart.
`EXCEL_LIST_COMMENTS`	List all comments in an Excel workbook.
`EXCEL_LIST_FILES`	List files and folders in a OneDrive root or specified folder path.
`EXCEL_LIST_NAMED_ITEMS`	List all named items (named ranges and constants) in a workbook.
`EXCEL_LIST_SHAREPOINT_TABLES`	List all tables in a SharePoint worksheet.
`EXCEL_LIST_SHAREPOINT_WORKSHEETS`	List all worksheets in an Excel workbook stored in SharePoint.
`EXCEL_LIST_TABLE_COLUMNS`	List all columns in a table.
`EXCEL_LIST_TABLE_ROWS`	List all rows in a table.
`EXCEL_LIST_TABLES`	List all tables in a worksheet.
`EXCEL_LIST_WORKBOOK_PERMISSIONS`	List all permissions set on a workbook file.
`EXCEL_LIST_WORKSHEETS`	List all worksheets in an Excel workbook.
`EXCEL_MERGE_CELLS`	Merge a specified range of cells in a worksheet.
`EXCEL_PROTECT_WORKSHEET`	Protect a worksheet with optional granular protection options.
`EXCEL_SORT_RANGE`	Sort a cell range in a worksheet by specified fields.
`EXCEL_UPDATE_CHART`	Update a chart’s name, position, or dimensions in a worksheet.
`EXCEL_UPDATE_CHART_LEGEND`	Update the formatting or position of a chart legend.
`EXCEL_UPDATE_RANGE`	Write new values to a cell range in a worksheet.
`EXCEL_UPDATE_SHAREPOINT_RANGE`	Write new values to a cell range in a SharePoint worksheet.
`EXCEL_UPDATE_TABLE`	Update a table’s name, style, or header and totals visibility.
`EXCEL_UPDATE_WORKSHEET`	Update a worksheet’s name or position in a workbook.

Adding to an agent

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

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.

Models & LLM Providers

Tools

Data

Protocols

Microsoft Excel

Setup

Available actions

Adding to an agent

Example use cases

​Setup

​Available actions

​Adding to an agent

​Example use cases

Setup

Available actions

Adding to an agent

Example use cases