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
Verdict
Common use cases
- Append form responses to a tracker sheet
- Pull quarterly revenue into a strategy discussion
- Generate a pivot chart from live sales data
- Filter customer lists by region during planning
- Share a budget workbook with new stakeholders
Integration
- Vendor
- Excel
- Category
- other
- Auth
- OAUTH2
- Tools
- 49
- Composio slug
excel
Tools
- Add Chart
Add a chart to a worksheet using microsoft graph api.
- Add SharePoint Worksheet
Add a new worksheet to a sharepoint excel workbook using microsoft graph sites api.
- Add Table
Create a table in a workbook using microsoft graph api.
- Add Table Column
Add a column to a table using microsoft graph api.
- Add Table Row
Add a row to a table using microsoft graph api.
- Add Workbook Permission
Tool to grant access to a workbook via invite. use when you need to share a specific workbook file with designated recipients and roles.
- Add Worksheet
Add a new worksheet to an excel workbook using microsoft graph api.
- Apply Table Filter
Apply a filter to a table column using microsoft graph api.
- Apply Table Sort
Apply a sort to a table using microsoft graph api.
- Clear Range
Tool to clear values, formats, or contents in a specified worksheet range. use when you need to reset cells before adding new data.
- Clear Table Filter
Clear a filter from a table column using microsoft graph api.
- Close Excel Session
Tool to close an existing excel workbook session. use when you need to explicitly end a persistent session to release workbook locks.
- Convert Table To Range
Convert a table to a range using microsoft graph api.
- Create Excel Session
Create a session for an excel workbook using microsoft graph api.
- Create Workbook
Tool to create a new workbook file at a specified drive path. use when uploading a new .xlsx file to onedrive.
- Delete Table Columndestructive
Delete a column from a table using microsoft graph api.
- Delete Table Rowdestructive
Delete a row from a table using microsoft graph api.
- Delete Worksheetdestructive
Tool 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."
- Get Chart Axis
Tool 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 Labels
Tool 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 Legend
Tool 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 Range
Get a range from a worksheet using microsoft graph api.
- Get SharePoint Range
Get a range from a worksheet in sharepoint using microsoft graph sites api.
- Get SharePoint Worksheet
Get a worksheet by name or id from a sharepoint excel workbook using microsoft graph sites api.
- Get Table Column
Tool 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 workbook
Tool to retrieve the properties and relationships of a workbook. use when you need to inspect comments, names, tables, or worksheets.
- Get Worksheet
Get a worksheet by name or id from an excel workbook using microsoft graph api.
- Insert Range
Tool 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.
- List Charts
List charts in a worksheet using microsoft graph api.
- List Chart Series
Tool to list all data series in a chart. use when you need to enumerate chart series for further analysis.
- List Comments
Tool to list comments in an excel workbook. use when you need to retrieve all workbook comments via microsoft graph api.
- List Drive Files
List files and folders in a drive root or specified path.
- List Named Items
List named items in a workbook using microsoft graph api.
- List SharePoint Tables
List tables in a sharepoint worksheet using microsoft graph sites api.
- List SharePoint Worksheets
List worksheets in an excel workbook stored in sharepoint using microsoft graph sites api.
- List Table Columns
List columns in a table using microsoft graph api.
- List Table Rows
List rows in a table using microsoft graph api.
- List Tables
List tables in a worksheet using microsoft graph api.
- List Workbook Permissions
Tool 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 for workbook with drive id 'b!abc123' and
- List Worksheets
List worksheets in an excel workbook using microsoft graph api.
- Merge Cells
Merge cells in a worksheet range using microsoft graph api.
- Protect Worksheet
Tool 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 Range
Sort a range in a worksheet using microsoft graph api.
- Update Chart
Update a chart in a worksheet using microsoft graph api.
- Update Chart Legend
Tool to update formatting or position of a chart legend. use when adjusting legend settings after confirming chart and worksheet exist.
- Update Range
Update a range in a worksheet using microsoft graph api.
- Update SharePoint Range
Update a range in a sharepoint worksheet using microsoft graph sites api.
- Update Table
Update a table in a workbook using microsoft graph api.
- Update Worksheet
Update worksheet properties (name, position) in an excel workbook using microsoft graph api.
Setup
Setup guide
- 11. Open any Space in Switchy and click the MCP panel on the right sidebar. 2. Search for Excel and click Connect. 3. You'll be redirected to Microsoft's OAuth consent screen — sign in with the account that owns your OneDrive or SharePoint workbooks. 4. Grant Files.ReadWrite.All and Sites.ReadWrite.All permissions when prompted (your IT admin may need to approve these scopes). 5. After authorization, Switchy redirects you back and the Excel MCP appears in your connected list. 6. To test, open a Space and type '@Excel list my recent workbooks' — if it returns file names, the connection is live. 7. To invoke a tool, @mention Excel in any message and describe the task (e.g. '@Excel add a row to the Q1 Budget table with these values'). 8. The MCP will prompt you for workbook IDs or worksheet names if it needs clarification.
What teammates see: by default, memories from Excel are scoped to the Space (PROJECT visibility) - you can mark any memory PRIVATE or share it ORG-wide.
Works well with
Top models
Compatibility data appears once enough Spaces have used this MCP together with a given model.
How Switchy teams use it
Starter prompts
List Recent Workbooks
@Excel show me my ten most recent workbooks so I can see what's availableOpen in a Space →
Append Row to Table
@Excel add a row to the 'Leads' table in my Sales Tracker workbook with Name: Acme Corp, Status: Qualified, Owner: JamieOpen in a Space →
Create Summary Chart
@Excel create a column chart in the Summary sheet of my Q2 Report workbook using data from the Revenue tableOpen in a Space →
Filter Table by Criteria
@Excel filter the 'Region' column in my Customer List table to show only rows where Region equals WestOpen in a Space →
Grant Workbook Access
@Excel share my Budget 2024 workbook with alex@company.com as an editor so they can update forecastsOpen in a Space →
Example outputs
Illustrative - representative of the model's voice and quality, not literal recordings.
@Excel pull the sales data from the Q4 Revenue table in our shared workbook and show me the top 5 regions by total
I've retrieved the Q4 Revenue table from your Excel workbook. Here are the top 5 regions by total sales: West Coast ($847K), Northeast ($712K), Midwest ($689K), Southeast ($543K), Southwest ($421K). The table contains 47 rows total across 8 columns including Region, Month, Revenue, and Cost. Would you like me to create a chart visualizing this data or filter for a specific time period?
This example shows read-access to structured table data. Requires OAuth2 consent for Files.Read.All scope. The MCP can parse table schemas and return sorted/filtered results, but cannot perform complex aggregations natively — the AI handles ranking logic after retrieval.
@Excel add a new row to the Inventory tracker: Product='Wireless Mouse', SKU='WM-2024', Quantity=150, Location='Warehouse B'
Row added successfully to the Inventory tracker table. The new entry (Product: Wireless Mouse, SKU: WM-2024, Quantity: 150, Location: Warehouse B) has been appended as row 34. The table now contains 34 items. Note that any formulas in adjacent columns (like calculated reorder points) will automatically update to include this row.
Demonstrates write capability to structured tables. Requires Files.ReadWrite.All scope. Side-effect: this immediately modifies the live workbook visible to all collaborators. If the table has data validation rules or protected ranges, the operation may fail — check workbook permissions first.
@Excel create a bar chart in the Budget worksheet showing department spending from the Expenses table, then share edit access with sarah@company.com
I've created a clustered bar chart in the Budget worksheet (cell range D2:K18) displaying department spending from the Expenses table. The chart shows 6 departments with Engineering at $340K, Sales at $280K, and Marketing at $195K leading spend. I've also sent an edit invitation to sarah@company.com — she'll receive an email with a link to collaborate on this workbook. The chart will auto-update as table data changes.
Combines visualization creation with permission management. Requires Sites.ReadWrite.All for SharePoint-hosted workbooks. The chart type and positioning are configurable but may need manual adjustment for complex layouts. Sharing via invite triggers an external email — ensure recipients expect it to avoid confusion.
Use-case deep-dives
When Excel MCP beats manual exports for recurring reports
A 6-person sales team runs weekly pipeline reviews where they pull Salesforce data, paste it into Excel, and share the file in Slack. The Excel MCP lets Switchy automate the entire flow: Add Table Row writes fresh opportunity data directly into a shared workbook, Apply Table Filter surfaces only deals closing this quarter, and Add Chart generates the funnel visual the VP expects. The OAuth2 setup means the bot acts as a service account—no one's personal credentials expire mid-quarter. This works cleanly if your team already lives in Excel and the workbook schema is stable. If your pipeline structure changes weekly or you need real-time dashboards, a BI tool is the better call. For teams under 20 people running the same Excel template every week, this MCP eliminates the copy-paste tax.
Using Excel as a lightweight knowledge base for support triage
A 3-person support team maintains a SharePoint Excel workbook mapping customer issues to product areas and severity tags. The Excel MCP lets Switchy query that table during triage: when a new Zendesk ticket arrives, the bot reads the issue description, searches the Excel table for matching keywords, and suggests the right tag and owner. Add SharePoint Worksheet and Add Table Column mean the team can expand the taxonomy without touching code. The 49-tool footprint is overkill here—you're realistically using 4 or 5—but the OAuth2 flow is critical because SharePoint permissions cascade correctly. This setup breaks down past 500 rows or if you need fuzzy matching; at that scale, move to Airtable or a proper CRM. For small teams who already manage their runbook in Excel, this MCP keeps the workflow in one place.
When Excel MCP handles finance workflows other tools can't touch
A 10-person startup's finance lead reconciles monthly expenses by pulling Stripe invoices, contractor payments from Gusto, and AWS bills into a master Excel workbook. The Excel MCP automates the grunt work: Add Table Row appends each transaction, Add Table Column adds a reconciliation status field, and Add Workbook Permission shares the final file with the board. The key win is that Excel's formula layer stays intact—Switchy writes the raw data, but the CFO's pivot tables and conditional formatting still work. This is the rare case where Excel's ubiquity is the feature: auditors and investors expect .xlsx files, not Notion databases. The trade-off is speed—if you're processing 10k transactions a month, the Graph API rate limits will hurt. For sub-1000 line-item budgets where Excel is the format of record, this MCP is the only tool that writes directly to the source of truth.
Frequently asked
What can the Excel MCP do in Switchy?
The Excel MCP lets your team read, write, and manipulate Excel workbooks stored in OneDrive or SharePoint directly from Switchy. It can add worksheets, create tables, insert rows and columns, apply filters, generate charts, and manage workbook permissions. You're automating spreadsheet tasks without opening Excel or writing VBA macros.
Do I need admin access to connect Excel via OAuth?
No. Standard Microsoft 365 users can connect their own Excel account through OAuth. The MCP requests permissions to read and write files in your OneDrive and SharePoint sites. If your organisation restricts third-party app consent, your IT admin will need to approve Switchy once for the tenant.
Can the Excel MCP edit formulas or run pivot tables?
It can read and write cell values, but it doesn't evaluate formulas or manipulate pivot tables directly. If you need to update a formula, you write the formula string into a cell; Excel recalculates it when a user opens the file. For pivot table changes, use Excel's UI or Power Automate.
How is this different from uploading a CSV to ChatGPT?
ChatGPT file uploads are ephemeral and single-user. The Excel MCP connects to live workbooks your whole team shares in OneDrive or SharePoint. Changes persist, permissions are inherited from Microsoft 365, and you can automate multi-step workflows across worksheets without exporting anything.
Who on the team should connect the Excel integration?
Anyone who needs to automate spreadsheet tasks. Each Switchy user connects their own Microsoft account, so they inherit the OneDrive and SharePoint permissions they already have. If you're building a shared workflow that writes to a team workbook, the person with edit access should connect it.