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Microsoft Excel

Microsoft Excel integration for reading and writing cells, ranges, worksheets, and tables in cloud workbooks via Microsoft Graph

The Microsoft Excel integration lets your agents read and write data in Excel workbooks stored in OneDrive or SharePoint, through the Microsoft Graph workbook API — cells, ranges, worksheets, and tables. It operates on cloud workbooks (Excel for the web / Microsoft 365), not local .xlsx files.

Prerequisites

  • A Microsoft 365 account with the workbook stored in OneDrive or SharePoint.
  • The workbook's location — agents address a workbook by its drive_id + item_id, which you get from the OneDrive or SharePoint file tools (e.g. onedrive.get_item or sharepoint.list_drive_items).
  • Permission to authorize third-party apps in your tenant. Some organizations require admin consent for the Files.*.All scopes.

Setup

  1. Open Integrations from the sidebar

  2. Select Microsoft Excel from the catalog

  3. Click Add Integration Config

  4. Give the config a display name (e.g., "Excel — Finance").

  5. Click Connect and complete the Microsoft sign-in.

  6. In the OAuth scope picker, choose which Graph permissions to grant:

    ScopeRequired forRecommended
    Read your files (Files.Read)Reading workbooks in your own OneDriveYes
    Edit your files (Files.ReadWrite)Writing cells, adding rows/worksheetsIf the agent writes
    Read all shared files (Files.Read.All)Reading workbooks in SharePoint / shared with youIf workbooks live in SharePoint
    Edit all shared files (Files.ReadWrite.All)Writing to SharePoint / shared workbooksIf writing SharePoint workbooks
    Stay connected (offline_access)Background refresh so users aren't repromptedYes

    Read-only tools accept either the read or the read/write scope — grant the narrower one when the agent never writes.

  7. Save the config

Connection testing is available — click Test on the saved config to verify the credentials against Microsoft Graph before deploying.

Using in Your Agent

  1. In an Agent Step, attach your Excel config and its tools
  2. First resolve the workbook: use an OneDrive/SharePoint tool to get the workbook's drive_id and item_id
  3. Then call Excel tools referenced as excel.get_used_range, excel.update_range, etc.

To read a whole sheet without knowing its size, use Get Used Range. To write, pass values as a 2D JSON array matching the target range — e.g. [["Name","Age"],["Alice",30]]. Formula strings like "=SUM(A1:A9)" are supported.

Available Tools

Worksheets

ToolDescriptionAction Type
list_worksheetsList the worksheets (tabs) in a workbookReadOnly
add_worksheetAdd a new worksheetReversible

Ranges

ToolDescriptionAction Type
get_used_rangeRead the whole used range of a worksheetReadOnly
get_rangeRead a specific A1-style rangeReadOnly
update_rangeWrite values into a rangeReversible

Tables

ToolDescriptionAction Type
list_tablesList tables in a workbookReadOnly
get_table_rowsRead a table's data rowsReadOnly
add_table_rowAppend rows to a tableReversible

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