Connect Excel Online to AI agents

Connect Excel Online to Claude, Codex, Cursor, or other AI agents for your entire team. Metorial security, governance, observability, and gives your team a unified Magic MCP url to connect.

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.

More integrations teams use with Excel Online

GitHub

Manage repositories, issues, and pull requests. Create and configure branches, star repositories, review code, and merge changes. Automate CI/CD workflows with GitHub Actions, manage workflow runs, secrets, and artifacts. Track issues with labels, milestones, and assignees. Search across code, repositories, issues, and users. Manage organizations, teams, and memberships. Create and manage projects, gists, packages, deployments, and environments. Access security alerts including code scanning, secret scanning, and Dependabot alerts. Read and write file contents in repositories. Manage webhooks, notifications, and codespaces.

Sharepoint

Manage SharePoint sites, document libraries, lists, and files. Create, read, update, and delete lists and list items with custom columns. Upload, download, move, copy, and version files in document libraries. Search across sites, files, folders, lists, and list items using Microsoft Search. Manage permissions at site, list, and item levels with granular access control. Define and manage content types and site columns. Subscribe to webhooks for list and library change notifications. Retrieve site properties and search for sites across Microsoft 365.

Salesforce

Manage CRM data including Accounts, Contacts, Leads, Opportunities, Cases, and custom objects. Create, read, update, and delete records. Query data using SOQL and search across objects using SOSL. Perform bulk data operations for large-scale imports, exports, and migrations. Execute composite requests to batch multiple operations in a single API call. Access analytics, reports, and dashboards. Manage files and attachments associated with records. Interact with Chatter feeds, posts, and groups for social collaboration. Subscribe to real-time change events via Change Data Capture and Platform Events. Manage org metadata including custom objects, fields, layouts, and workflows. Query data using GraphQL for precise data retrieval across related objects.

Airtable

Create, read, update, and delete records in Airtable bases and tables. Manage base schemas including creating tables and fields. Filter records using formulas, sort by fields, and scope queries to specific views. Upsert records to find, create, or update in a single call. Upload attachments to records, read and write record comments, list accessible bases, and receive real-time base change events through webhooks.

Confluence

Create, read, update, and delete pages, blog posts, comments, and attachments in Confluence spaces. Manage spaces, permissions, labels, and content restrictions. Search content using Confluence Query Language (CQL). Upload and download file attachments with versioning. Manage users, groups, and group memberships. Create and manage whiteboards, databases, folders, and templates. View and update inline tasks. Access audit logs. Listen for webhooks on page, blog, comment, attachment, space, label, and user events.

Bitbucket

Manage Git repositories, pull requests, and CI/CD pipelines on Bitbucket Cloud. Create, fork, and configure repositories within workspaces and projects. Create, review, approve, merge, and decline pull requests with inline code comments. Browse source code, list commits, and manage branches and tags. Track issues with the built-in issue tracker. Trigger, monitor, and manage Bitbucket Pipelines. List workspace members, configure repository default reviewers and branch restrictions, create and manage repository webhooks, and search code across repositories.

Technical notes for Excel Online

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.

Connect Excel Online to production AI agents

See how Metorial gives Excel Online access the governance, tracing, and security controls teams need.

Frequently asked questions

Common questions about connecting Excel Online to AI agents with Metorial.

  1. Can Metorial connect Excel Online to AI agents?
    Yes. Metorial connects AI agents to Excel Online through a governed integration layer, so teams can use the provider while keeping access controlled and observable.
  2. Metorial is MCP compatible and lets teams expose approved provider tools to MCP-capable agents and clients through a controlled access layer.
  3. Metorial applies policies across users, groups, providers, agents, and individual tools, then records the context around every agent interaction.
  4. Yes. Metorial records provider activity so teams can inspect tool calls, troubleshoot integrations, and give security teams the visibility they need.