Excel Online MCP server

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.

What you can do with the Excel Online MCP server

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.

Connect Excel Online to your AI client

Every client uses the same Magic MCP URL, and so does any other MCP client. Add it once and sign in with SSO.

  1. 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.
  2. Add a custom connector. Open Customize, then Connectors. Select Add, then Custom, then Web.
  3. Paste your Metorial MCP URL. Name it Metorial, paste your Magic MCP URL (<your-magic-mcp-url>) and continue.
  4. Sign in. Select Add and sign in to load Excel Online tools.

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.

More integrations teams use with Excel Online

Notion

Create, read, update, and archive pages and databases in a Notion workspace. Manage blocks (paragraphs, lists, headings, embeds, etc.) within pages. Query databases with filters and sorts across rich property types including text, numbers, dates, selects, relations, and formulas. Search across pages and databases by title. Add and read comments on pages and blocks. Upload files to pages. Manage workspace users and retrieve user profiles.

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.

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. Manage org metadata including custom objects, fields, layouts, and workflows. Query data using GraphQL for precise data retrieval across related objects.

Sharepoint

Manage SharePoint sites, document libraries, lists, and files. Create, read, update, and delete lists and list items with custom columns. Resolve site users to numeric Person/Group LookupId values. 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. Retrieve site properties and search for sites across Microsoft 365.

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.

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.

Frequently asked questions

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

  1. 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.
  2. Excel Online exposes tools your agents call on demand; it does not publish event triggers yet. Everything still runs through one governed MCP URL.
  3. Any MCP client, including VS Code, Windsurf, Zed, OpenCode and Grok. Each one reaches the Excel Online MCP server through the same Metorial URL.
  4. Use role-based access control to decide which teams, users, and agents can use Excel Online and which of its tools they can call.
  5. 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.