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Excel for AI agents

Agents read Excel at once. Changes and sends are held for a person's approval by default.

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About Excel

Microsoft Excel is a powerful spreadsheet application for data analysis, calculations, and visualization, enabling users to organize and process data with formulas, charts, and pivot tables

What an agent can do in Excel

Every Excel action is classed by the platform as a read, a change or a send. Reads run at once. Changes and sends are held for a person by default.

Runs at once (reads)

Looks things up in Excel without asking first. 26 actions.

  • List Table ColumnsList columns in a table using Microsoft Graph API.
  • Search Drive FilesTool to search OneDrive drive items by query to discover Excel workbook IDs. Use when you need to find Excel files by name before performing workbook operations.
  • Who Am IReturn the identity (email, name) of the connected Excel (Microsoft) account.
  • Get Chart AxisTool to retrieve a specific axis from a chart. Use when you need properties like min, max, interval, and formatting of the chart axis.
  • Get Chart Data LabelsTool to retrieve the data labels object of a chart. Use when you need to inspect label settings like position, separator, and visibility flags after creating or updating a chart.
  • Get Chart LegendTool to retrieve the legend object of a chart. Use after creating or updating a chart when you need to inspect legend visibility and formatting.
  • Get RangeGet a range from a worksheet using Microsoft Graph API.
  • Get SharePoint RangeGet a range from a worksheet in SharePoint using Microsoft Graph Sites API.
  • Get SharePoint WorksheetGet a worksheet by name or ID from a SharePoint Excel workbook using Microsoft Graph Sites API.
  • Get table columnTool to retrieve a specific column from a workbook table. Use when you need to fetch column properties and data by its ID or name.
  • Get workbookTool to retrieve the properties and relationships of a workbook. Use when you need to inspect comments, names, tables, or worksheets.
  • Get WorksheetGet a worksheet by name or ID from an Excel workbook using Microsoft Graph API.
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  • Get Worksheet Used RangeTool to retrieve a worksheet's used range (active data region) without specifying a fixed range address. Use when you need to read all data from a sheet but don't know the exact range. The valuesOnly
  • List ChartsList charts in a worksheet using Microsoft Graph API.
  • List Chart SeriesTool to list all data series in a chart. Use when you need to enumerate chart series for further analysis.
  • List CommentsTool to list comments in an Excel workbook. Use when you need to retrieve all workbook comments via Microsoft Graph API.
  • List Drive Item ChildrenTool to list immediate children (files/folders) of a folder DriveItem using driveId and itemId. Returns an array of child DriveItems with stable identifiers and pagination support.
  • List Drive FilesList files and folders in a drive root or specified path.
  • List Named ItemsList named items in a workbook using Microsoft Graph API.
  • List SharePoint TablesList tables in a SharePoint worksheet using Microsoft Graph Sites API.
  • List SharePoint WorksheetsList worksheets in an Excel workbook stored in SharePoint using Microsoft Graph Sites API.
  • List Table RowsList rows in a table using Microsoft Graph API.
  • List TablesList tables in a worksheet using Microsoft Graph API. This action retrieves information about all tables present in a specified worksheet of an Excel file. It requires the file ID and worksheet name o
  • List Workbook PermissionsTool to list permissions set on the workbook file. Use when you need to see which users or links have access to a specific Excel file by supplying its drive and item IDs. Example: "List permissions fo
  • List WorksheetsList worksheets in an Excel workbook using Microsoft Graph API.
  • Search Microsoft 365 ContentSearch OneDrive and SharePoint content using Microsoft Search.

Held for approval by default (changes and sends)

Held for a person's approval by default. The approval is recorded and the action is sent once, never twice, with 10 seconds to undo. 30 actions.

  • Add TableCreate a new table in a worksheet using the Microsoft Graph API.
  • Add Workbook PermissionTool to grant access to a workbook via invite. Use when you need to share a specific workbook file with designated recipients and roles.
  • Create Excel SessionCreate a session for an Excel workbook using Microsoft Graph API.
  • Insert RangeTool to insert a new cell range into a worksheet, shifting existing cells down or right. Use when you need to create space for new content without overwriting.
  • Add ChartAdd a chart to a worksheet using Microsoft Graph API.
  • Add SharePoint WorksheetAdd a new worksheet to a SharePoint Excel workbook using Microsoft Graph Sites API.
  • Add Table ColumnAdd a column to a table using Microsoft Graph API.
  • Add Table RowAdd a row to a table using Microsoft Graph API.
  • Add WorksheetAdd a new worksheet to an Excel workbook using Microsoft Graph API.
  • Apply Table FilterApply a filter to a table column using Microsoft Graph API.
  • Apply Table SortApply a sort to a table using Microsoft Graph API.
  • Clear RangeTool to clear values, formats, or contents in a specified worksheet range. Use when you need to reset cells before adding new data.
Show all 30
  • Clear Table FilterClear a filter from a table column using Microsoft Graph API.
  • Close Excel SessionTool to close an existing Excel workbook session. Use when you need to explicitly end a persistent session to release workbook locks. Note: The Microsoft Graph closeSession API is idempotent - it retu
  • Convert Table To RangeConvert a table to a range using Microsoft Graph API.
  • Create WorkbookTool to create a new Excel workbook file at a specified drive path. Generates a new .xlsx file with specified worksheets and data, then uploads it to OneDrive.
  • Delete Table ColumnDelete a column from a table using Microsoft Graph API.
  • Delete Table RowDelete a row from a table using Microsoft Graph API.
  • Delete WorksheetTool to delete a worksheet from the workbook. Use when cleaning up unused or temporary sheets after verifying no dependencies exist. Example: "Delete 'Sheet2' after review."
  • Export Workbook to PDFTool to export an Excel workbook to PDF via Microsoft Graph's format conversion. Use when you need a PDF version of an Excel file for sending, storing, or attaching.
  • Merge CellsMerge cells in a worksheet range using Microsoft Graph API.
  • Protect WorksheetTool to protect a worksheet using optional protection options. Use when you need to prevent editing certain parts of a sheet before sharing. Example: "Protect 'Sheet1' to lock formatting and sorting."
  • Sort RangeSort a range in a worksheet using Microsoft Graph API.
  • Update ChartUpdate a chart in a worksheet using Microsoft Graph API.
  • Update Chart LegendTool to update formatting or position of a chart legend. Use when adjusting legend settings after confirming chart and worksheet exist.
  • Update RangeUpdate a range in a worksheet using Microsoft Graph API.
  • Update SharePoint RangeUpdate a range in a SharePoint worksheet using Microsoft Graph Sites API.
  • Update TableUpdate a table in a workbook using Microsoft Graph API.
  • Update WorksheetUpdate worksheet properties (name, position) in an Excel workbook using Microsoft Graph API.
  • Upload Workbook from URLTool to upload an external Excel file from a URL into OneDrive/SharePoint. Downloads the file server-side and uploads it to the specified drive location, returning the driveItem metadata for subsequen

Changes wait in Needs you

Changes and sends in Excel are held for a person's approval by default. The approval is recorded, and the action is sent once, never twice, with 10 seconds to undo.

How approvals work

Excel questions

Can an agent change data in Excel on its own?

Not by default. Changes and sends in Excel are held for a person's approval. The approval is recorded, and the action is sent once, never twice, with 10 seconds to undo.

What can an agent read in Excel?

This connector lists 26 read actions. Reads run at once, without waiting for approval.

How does Excel connect?

It connects with OAuth 2.0 or Server-to-server OAuth. Connectors are built and maintained by third-party developers; availability is confirmed during scoping.

Bring Excel to your agents.

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