Excel

Live

Microsoft Excel integration for workbook automation and spreadsheet operations

What is Excel?

Microsoft Excel integration for managing workbooks, worksheets, ranges, tables, charts, and calculations through Microsoft Graph.

Available Tools

Workbook automation
Worksheet and range updates
Table and chart management

Requirements

Permission grant
You'll need to accept permissions to allow PatchOps to access your Excel data

Quick Setup Guide

Follow these steps to connect your AI agents to this connector

Connect your Microsoft account to PatchOps to enable Excel workbook access.

Approve the requested Excel scopes in the Microsoft consent screen.

Excel tools appear automatically in your Cambria code execution session.

Connect to Your AI Assistant

Choose your AI assistant below for specific setup instructions

Follow these steps to connect Excel to Claude:

Step 1: Open Claude Settings

Launch Claude → Click the profile button (bottom left) → Navigate to Settings

Step 2: Access Connectors

Scroll down to the Connectors tab → Navigate to the bottom → Click “Add Custom Connector”

Step 3: Name Your Connector

Enter any name you'd like for this connector

Step 4: Get the Connector URL

Step 5: Add the Connector

Paste the URL in the “Remote MCP Server URL” text box → Click Add

Step 6: Start Using

Your connector is now ready to use in Claude

Follow these steps to connect Excel to ChatGPT:

Step 1: Enable Developer Mode

Go to Settings → Connectors → Advanced → Enable Developer mode

Step 2: Create New Connector

Go back to Connectors page → Click “Create” (top right)

Step 3: Name Your Connector

Enter any name you'd like for this connector (descriptions are optional)

Step 4: Get the Connector URL

Step 5: Add the URL

Paste the URL in the “MCP Server URL” text box

Step 6: Set Authentication

Click the authentication dropdown → Select “No authentication” (PatchOps handles authentication internally)

Step 7: Create the Connector

Click “I understand and want to continue” checkbox → Press Create

Step 8: Using the Connector

Start a new chat → Click the + button (left of text box) → Open dropdown → Hover over three dots labeled “More” → Select your connector

Instructions for connecting Excel to GitHub Copilot:

Coming Soon

Detailed setup instructions for GitHub Copilot will be added here.

For other MCP-compatible platforms:

Step 1: Get the Connector URL

Step 2: Add to Configuration

Add this configuration to your MCP settings file. Replace the URL with your specific connector URL from the /mcp page:

"Excel-MCP": {
  "url": "https://...patchops.ai/mcp/...",
  "type": "http"
}

Example Configuration

Here’s an example using Cambria-MCP:

"Cambria-MCP": {
  "url": "https://cambria.patchops.ai/mcp/...",
  "type": "http"
}