Microsoft Excel
In one line: Connect Microsoft Excel so your UnleashX agent can read cell ranges, add and update rows, work with tables, and manage worksheets in your online workbooks — all in plain language.
1. Overview
Microsoft Excel is the spreadsheet app in Microsoft 365. When your workbooks live in OneDrive or SharePoint, they can be read and edited through the Microsoft Graph API — the same data your team sees in Excel Online. Once connected to UnleashX, your agent can open a workbook, read a range or table, add and update rows, write values into cells, and add or list worksheets. You stay in control — the agent acts on your real files using your own Microsoft sign-in. Connecting Excel to UnleashX turns your spreadsheets into a live data store your agent can read and update. Instead of opening a workbook to log a row or check a value, you tell your agent and it makes the change.2. What you’ll need
- A Microsoft account (personal
@outlook.com, or a Microsoft 365 work/school account) with Excel workbooks stored in OneDrive or SharePoint. - Permission to view and edit those workbooks. For work accounts, your organization must allow third-party apps via Microsoft Graph.
- An UnleashX account with access to Data Connectors.
You do not need to create or paste an API key. Excel uses OAuth — you click Authorize and sign in with Microsoft.
3. Get your credentials
There’s nothing to copy and paste. Authentication runs through Microsoft’s secure OAuth sign-in.1
Start the connection in UnleashX
Connecting Excel (Section 4) opens a Microsoft Authorize window.
2
Sign in with Microsoft
Enter your Microsoft / Microsoft 365 email and password at
https://login.microsoftonline.com. Complete multi-factor authentication if prompted.3
Review and accept the scopes
Microsoft shows exactly what UnleashX is asking for (see the scopes table). Click Accept.
4
Return to UnleashX
Microsoft redirects you back automatically and the connector links to your files. Behind the scenes UnleashX calls Microsoft Graph with a
Bearer token — you never handle the token yourself.If you use a work or school account, your IT administrator may need to approve UnleashX (admin consent) before the connection succeeds. If you see a “need admin approval” screen, contact your Microsoft 365 admin.
4. Connect on UnleashX
1
Open your agent
Go to
https://www.tryunleashx.com and open the agent you want to connect.2
Open Data Connectors
Inside the agent, go to Data Connectors.
3
Find Microsoft Excel
Locate Microsoft Excel and click Connect (or Add / Configure).
4
Authorize with Microsoft
Click Authorize, sign in with Microsoft, and accept the scopes.
5
Confirm success
You return to UnleashX and the Microsoft Excel connector shows a Connected badge.
Use Microsoft Excel in a Workflow
Once connected, you can add Microsoft Excel to any automation from the Workflows builder. Its triggers and tools appear in the Apps panel, marked with an MCP badge.1
Add a trigger or action node
Open Workflows → New Workflow. On the canvas, click + Add Trigger (or the + below any node) to add a step.
2
Pick Microsoft Excel from the Apps panel
In the Paths panel, open the Apps tab and select Microsoft Excel. Use the search box if you have many connectors.
3
Choose a trigger or tool
Pick the action you want (for example, “add row to table”). Configure its fields — required fields are marked with a red asterisk (*).
4
Add or select your account
Under Selected account, choose an already-connected account, or click Add Account to connect one now.
5
Save and test
Fill in the remaining fields and click Save. Use Test to verify the step, then toggle Publish when the workflow is ready.
The steps are the same for every connector. For the full workflow builder guide, see Using MCP in Workflows.
5. Available tools
6. Example usage
“Add a row to the Leads table in the Sales workbook: Jordan Lee, Acme Corp, jordan@acme.com.” → Runs Add Table Row on the Leads table with the three values. “What’s the total in column C of the Budget sheet? Read the used range and sum it.” → Runs Get Used Range on the Budget worksheet, then sums column C from the returned values.7. Permissions & data access
UnleashX can:- List your online workbooks and their worksheets and tables.
- Read cell ranges, used ranges, and table rows.
- Write and clear ranges, add/update/delete table rows, and add worksheets.
- Delete worksheets and rows where you allow it (marked ⚠️).
- Access workbooks stored only on your local device.
- Reach files your Microsoft account can’t open.
- Change Microsoft 365 admin or account settings.
https://myaccount.microsoft.com/ under Privacy / Apps. Disconnecting revokes access immediately.
8. Troubleshooting
For general MCP issues, see /mcp/integrations.
9. Frequently asked questions
Does this work with local Excel files? No. Only workbooks stored in OneDrive or SharePoint are reachable through the API. Is my spreadsheet data stored by UnleashX? No. UnleashX reads and writes live through Microsoft Graph per request; it doesn’t keep a copy of your files. Can the agent delete data? Yes — tools marked ⚠️ (delete worksheet/row) make permanent changes. They only work if your account can edit the file. Use them deliberately. Does it work with both personal and work accounts? Yes — personal@outlook.com and Microsoft 365 work/school accounts both work, though work accounts may need admin consent.
10. References
- Excel REST API (Microsoft Graph): https://learn.microsoft.com/en-us/graph/api/resources/excel
- Working with Excel in Microsoft Graph: https://learn.microsoft.com/en-us/graph/excel-concept-overview
- Microsoft Graph permissions reference: https://learn.microsoft.com/en-us/graph/permissions-reference
- Manage app access: https://myaccount.microsoft.com/