Available tools
3 tools| Tool | Description |
|---|---|
Workbook automation | — |
Worksheet and range updates | — |
Table and chart management | — |
Setup
A few steps to connect your AI agents to Excel.
- 1
Authorize Excel
Connect your Microsoft account to PatchOps to enable Excel workbook access.
- 2
Grant permissions
Approve the requested Excel scopes in the Microsoft consent screen.
- 3
Use in PatchOps MCP
Excel tools appear automatically in your PatchOps MCP session.
Connect to your AI assistant
Pick the tool your team uses for the exact setup steps.
- 1
Open Claude settings
Launch Claude, click the profile button (bottom left), and go to Settings.
- 2
Access connectors
Open the Connectors tab, scroll to the bottom, and click “Add custom connector”.
- 3
Name your connector
Enter any name you’d like for this connector.
- 4
Get the connector URL
Log in to PatchOps, open the /mcp page, and copy the connector URL you want to use.
- 5
Add the connector
Paste the URL into the “Remote MCP server URL” box and click Add.
- 6
Start using
Your Excel connector is ready to use in Claude.