Connect Excel Online to Claude, ChatGPT, Cursor, Claude Code, Codex, Gemini, GitHub Copilot and any other MCP client, for your whole team. Metorial adds security, governance, and tracing, and gives everyone one Magic MCP URL to connect.
Ask your agent in plain language. Each of these maps to a real tool on the server.
Use the manage tables tool in Excel Online
Use the manage table rows tool in Excel Online
Use the manage charts tool in Excel Online
Use the read range tool in Excel Online
Use the write range tool in Excel Online
Use the manage workbook sessions tool in Excel Online
Supported Tools
manage_tables
Manage Tables
Create, list, update, delete, or convert structured tables in an Excel workbook. Tables provide automatic filtering, sorting, and structured references. You can also retrieve table data, header ranges, and manage table properties.
manage_table_rows
Manage Table Rows
Add or delete rows in a structured Excel table. Add one or more rows at a specific position or at the end of the table, or delete a row by its index.
manage_charts
Manage Charts
Create, list, update, delete charts, or retrieve a chart image from an Excel worksheet. Charts are created from data ranges and support various chart types.
read_range
Read Range
Read cell values, formulas, and number formats from a specific range or the used range of a worksheet. Returns the cell data as a 2D array along with range metadata like address and dimensions.
write_range
Write Range
Write values, formulas, or number formats to a specific cell range in a worksheet. Can also clear or sort a range. The dimensions of the provided arrays must match the target range dimensions.
manage_sessions
Manage Workbook Sessions
Create, refresh, or close workbook sessions for efficient multi-step interactions with an Excel workbook. Persistent sessions save changes to the file; non-persistent sessions discard changes on close, useful for read-only analysis or calculations.
manage_table_columns
Manage Table Columns
List, add, or delete columns in a structured Excel table. View the current column structure, add new columns with optional initial values, or remove columns.
manage_worksheets
Manage Worksheets
List, create, update, or delete worksheets in an Excel workbook. Use this to manage the sheet structure of a workbook — rename sheets, reorder them, change visibility, add new ones, or remove existing ones.
manage_named_items
Manage Named Items
List, get, or create named ranges and constants in an Excel workbook. Named items allow referencing specific ranges or values by friendly names. You can also retrieve the range data associated with a named item.
find_workbooks
Find Workbooks
Search for Excel workbook files (.xlsx) in OneDrive for Business or SharePoint by keyword, or list workbooks in a specific folder. Returns file metadata including the item ID needed for other Excel operations.
invoke_function
Invoke Excel Function
Execute an Excel built-in calculation function remotely (e.g., SUM, VLOOKUP, PMT, ABS, IF). Pass parameters and receive the calculated result without writing values into cells. This uses Excel's full calculation engine as a service.
sort_filter_table
Sort & Filter Table
Apply sorting or filtering to a structured Excel table. Sort by one or more columns, apply filter criteria to a specific column, or clear existing sorts and filters.
Enable Excel Online in Metorial. In your Metorial portal, enable the Excel Online MCP server and sign in with the account that owns the data. Access stays governed by your team policies.
Add a custom connector. Open Customize, then Connectors. Select Add, then Custom, then Web.
Paste your Metorial MCP URL. Name it Metorial, paste your Magic MCP URL (<your-magic-mcp-url>) and continue.
Sign in. Select Add and sign in to load Excel Online tools.
Enable Excel Online in Metorial. In your Metorial portal, enable the Excel Online MCP server and sign in with the account that owns the data. Access stays governed by your team policies.
Add a custom MCP server. On ChatGPT web, open Plugins, select +, then Add custom MCP server.
Paste your Metorial MCP URL. Name it Metorial, paste your Magic MCP URL (<your-magic-mcp-url>), choose OAuth and accept the risk notice.
Create and install the plugin. Select Create as a plugin, install it and sign in to load Excel Online tools.
Enable Excel Online in Metorial. In your Metorial portal, enable the Excel Online MCP server and sign in with the account that owns the data. Access stays governed by your team policies.
Add Metorial to your MCP config. Use ~/.cursor/mcp.json for every project, or .cursor/mcp.json for one.
Sign in. Open Customize in the sidebar, find Metorial and sign in to load Excel Online tools.
{
"mcpServers":{
"metorial":{
"url":"<your-magic-mcp-url>"
}
}
}
Enable Excel Online in Metorial. In your Metorial portal, enable the Excel Online MCP server and sign in with the account that owns the data. Access stays governed by your team policies.
Add the server over HTTP. Add --scope user to use it in every project.
Sign in. Run /mcp, select Metorial and sign in to load Excel Online tools.
claude mcp add --transport http metorial <your-magic-mcp-url>
Enable Excel Online in Metorial. In your Metorial portal, enable the Excel Online MCP server and sign in with the account that owns the data. Access stays governed by your team policies.
Add the server and sign in. The Codex CLI, IDE extension and ChatGPT desktop app share this config.
Check the connection. Type /mcp in Codex to see Metorial and its Excel Online tools.
codex mcp add metorial --url <your-magic-mcp-url>
codex mcp login metorial
Run Excel Online through the Metorial gateway
One governed layer for every app your agents reach, not a separate connector per tool.
Give Excel Online and every other app to your whole team through one MCP gateway, behind your SSO.
Scope which teams and agents can use Excel Online tools with role-based access control, and trace every call.
Prefer to run it yourself? Metorial is open source and self-hostable.
Read and write Excel workbook data stored in OneDrive for Business and SharePoint. Manage worksheets, cell ranges, tables, charts, and named items. Read and write cell values, formulas, and number formats across arbitrary ranges. Create and manage structured tables with sorting and filtering. Generate and retrieve chart images. Invoke Excel's built-in calculation functions (e.g., SUM, VLOOKUP, PMT) remotely without modifying cells. Use persistent or non-persistent sessions for efficient multi-step operations. Subscribe to file-level change notifications for Excel workbooks.
Frequently asked questions
Common questions about connecting Excel Online to AI agents with Metorial.
How many tools does the Excel Online MCP server have?
The Excel Online MCP server exposes 12 tools, including Manage Tables, Manage Table Rows, Manage Charts. Each one is governed and traced through Metorial.
Does the Excel Online MCP server support triggers?
Excel Online exposes tools your agents call on demand; it does not publish event triggers yet. Everything still runs through one governed MCP URL.
Which AI clients can use the Excel Online MCP server?
Any MCP client, including VS Code, Windsurf, Zed, OpenCode and Grok. Each one reaches the Excel Online MCP server through the same Metorial URL.
How do I give only some teams access to Excel Online?
Use role-based access control to decide which teams, users, and agents can use Excel Online and which of its tools they can call.
Can I self-host the Excel Online MCP server?
Yes. Metorial is open source, so you can run the Excel Online MCP server yourself or use the hosted gateway.
Connect Excel Online to production AI agents
See how Metorial gives your team governed access to Excel Online, with tracing and security controls built in.