> ## Documentation Index
> Fetch the complete documentation index at: https://docs.unleashx.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Microsoft Excel

> Let your UnleashX agent read and write data in your Excel workbooks stored in OneDrive or SharePoint.

# 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.

|                    |                                                                                                                     |
| ------------------ | ------------------------------------------------------------------------------------------------------------------- |
| **Category**       | Productivity & Scheduling                                                                                           |
| **Authentication** | OAuth (Microsoft 365 / Microsoft Graph)                                                                             |
| **Setup time**     | \~3 minutes                                                                                                         |
| **Difficulty**     | Easy                                                                                                                |
| **Best for**       | Teams that keep data in Excel workbooks on OneDrive/SharePoint and want an AI agent to read and update those sheets |

## 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**.

<Note>
  You do **not** need to create or paste an API key. Excel uses OAuth — you click **Authorize** and sign in with Microsoft.
</Note>

<Warning>
  Only workbooks stored **online** (OneDrive/SharePoint) are accessible via the API. Files that live only on your local computer can't be reached.
</Warning>

## 3. Get your credentials

There's nothing to copy and paste. Authentication runs through Microsoft's secure OAuth sign-in.

<Steps>
  <Step title="Start the connection in UnleashX">
    Connecting Excel (Section 4) opens a Microsoft **Authorize** window.
  </Step>

  <Step title="Sign in with Microsoft">
    Enter your Microsoft / Microsoft 365 email and password at `https://login.microsoftonline.com`. Complete multi-factor authentication if prompted.
  </Step>

  <Step title="Review and accept the scopes">
    Microsoft shows exactly what UnleashX is asking for (see the scopes table). Click **Accept**.
  </Step>

  <Step title="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.
  </Step>
</Steps>

<Note>
  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.
</Note>

**Permissions (Microsoft Graph scopes) UnleashX requests:**

| Scope                 | Why UnleashX needs it                                                 |
| --------------------- | --------------------------------------------------------------------- |
| `Files.ReadWrite`     | Read and write the Excel workbooks in your OneDrive/SharePoint.       |
| `Sites.ReadWrite.All` | Access workbooks stored in SharePoint sites (work/school).            |
| `User.Read`           | Read your basic profile to identify the connected account.            |
| `offline_access`      | Refresh access automatically so you don't re-authorize every session. |

## 4. Connect on UnleashX

<Steps>
  <Step title="Open your agent">
    Go to `https://www.tryunleashx.com` and open the agent you want to connect.
  </Step>

  <Step title="Open Data Connectors">
    Inside the agent, go to **Data Connectors**.
  </Step>

  <Step title="Find Microsoft Excel">
    Locate **Microsoft Excel** and click **Connect** (or **Add** / **Configure**).
  </Step>

  <Step title="Authorize with Microsoft">
    Click **Authorize**, sign in with Microsoft, and accept the scopes.
  </Step>

  <Step title="Confirm success">
    You return to UnleashX and the Microsoft Excel connector shows a **Connected** badge.
  </Step>
</Steps>

### 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.

<Steps>
  <Step title="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.

    <img src="https://mintcdn.com/unleashx/LXZeho1M8XzFkz0k/images/mcp/workflows/05-add-trigger.png?fit=max&auto=format&n=LXZeho1M8XzFkz0k&q=85&s=449a0c03b0c7b40e571ec02373a85259" alt="Add a trigger on the workflow canvas" width="1390" height="722" data-path="images/mcp/workflows/05-add-trigger.png" />
  </Step>

  <Step title="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.

    <img src="https://mintcdn.com/unleashx/LXZeho1M8XzFkz0k/images/mcp/workflows/06-apps-list.png?fit=max&auto=format&n=LXZeho1M8XzFkz0k&q=85&s=bbb8bb6e668c4f8e1f6fd5e4955a45f0" alt="Choose your app from the Apps list" width="2446" height="1550" data-path="images/mcp/workflows/06-apps-list.png" />
  </Step>

  <Step title="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 (\*).
  </Step>

  <Step title="Add or select your account">
    Under **Selected account**, choose an already-connected account, or click **Add Account** to connect one now.
  </Step>

  <Step title="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.
  </Step>
</Steps>

<Note>
  The steps are the same for every connector. For the full workflow builder guide, see [Using MCP in Workflows](/mcp/workflows).
</Note>

## 5. Available tools

| Tool             | What it does                                       | Changes data? |
| ---------------- | -------------------------------------------------- | ------------- |
| List Workbooks   | Lists your Excel workbooks in OneDrive/SharePoint. | No            |
| List Worksheets  | Lists the worksheets in a workbook.                | No            |
| Get Range        | Reads the values of a cell range.                  | No            |
| Get Used Range   | Reads the used (populated) range of a worksheet.   | No            |
| Update Range     | Writes values into a cell range.                   | ✏️ Yes        |
| Add Worksheet    | Adds a new worksheet to a workbook.                | ✏️ Yes        |
| Delete Worksheet | Deletes a worksheet.                               | ⚠️ Yes        |
| List Tables      | Lists tables defined in a workbook.                | No            |
| Get Table Rows   | Reads rows from a table.                           | No            |
| Add Table Row    | Appends a row to a table.                          | ✏️ Yes        |
| Update Table Row | Updates a row in a table.                          | ✏️ Yes        |
| Delete Table Row | Deletes a row from a table.                        | ⚠️ Yes        |
| Create Table     | Creates a table from a range.                      | ✏️ Yes        |
| Clear Range      | Clears the contents of a range.                    | ✏️ Yes        |

## 6. Example usage

**"Add a row to the Leads table in the Sales workbook: Jordan Lee, Acme Corp, [jordan@acme.com](mailto: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 ⚠️).

**UnleashX cannot:**

* Access workbooks stored only on your local device.
* Reach files your Microsoft account can't open.
* Change Microsoft 365 admin or account settings.

**To disconnect:** In UnleashX, open **Data Connectors → Microsoft Excel → Disconnect**. You can also revoke access at `https://myaccount.microsoft.com/` under **Privacy / Apps**. Disconnecting revokes access immediately.

## 8. Troubleshooting

| Problem                          | What it means                                     | How to fix it                                        |
| -------------------------------- | ------------------------------------------------- | ---------------------------------------------------- |
| **Need admin approval**          | A work/school account requires admin consent.     | Ask your Microsoft 365 admin to approve UnleashX.    |
| **401 Unauthorized**             | The Microsoft token expired or was revoked.       | Reconnect Microsoft Excel and sign in again.         |
| **404 Item not found**           | The workbook or worksheet name is wrong or moved. | Have the agent list workbooks/worksheets to find it. |
| **File is checked out / locked** | Someone has the file open exclusively.            | Close the file elsewhere and retry.                  |
| **Range/table not found**        | The named range or table doesn't exist.           | Verify the table/worksheet name in Excel.            |

For general MCP issues, see [/mcp/integrations](/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](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](https://learn.microsoft.com/en-us/graph/excel-concept-overview)
* Microsoft Graph permissions reference: [https://learn.microsoft.com/en-us/graph/permissions-reference](https://learn.microsoft.com/en-us/graph/permissions-reference)
* Manage app access: [https://myaccount.microsoft.com/](https://myaccount.microsoft.com/)