Excel

Microsoft Excel is a powerful spreadsheet application for data analysis, calculations, and visualization, enabling users to organize and process data with formulas, charts, and pivot tables

54 actions Integration catalog
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01 · WHAT THE AGENT CAN DO

Actions

Every capability is a discrete, logged action the agent calls by name — scoped to what you authorize and recorded in the run trace.

Add ChartEXCEL_ADD_CHART
This action allows you to add a chart to a specified worksheet within an Excel file. You need to provide details such as the chart type and the range of source data for the chart.
Add SharePoint WorksheetEXCEL_ADD_SHAREPOINT_WORKSHEET
This action creates a new worksheet in an existing SharePoint Excel workbook. It requires the site's ID and the specific item's ID where the worksheet will be added, as well as the name for the new worksheet.
Add TableEXCEL_ADD_TABLE
Create a new table in a specified worksheet (or at the workbook level) in an Excel workbook. Provide the drive item ID, the range address, and whether the range has headers. When 'worksheet' is provided, the table is created on that sheet and 'address' should be a range like 'A1:D4'. When 'worksheet' is omitted, the table is created at the workbook level and 'address' must include the sheet name (e.g., 'Sheet1!A1:D4').
Add Table ColumnEXCEL_ADD_TABLE_COLUMN
This action adds a new column to a specified table within an Excel file. It requires the table's ID, the values for the new column, and the index for where the column should be inserted.
Add Table RowEXCEL_ADD_TABLE_ROW
This action allows the user to add a new row to a specified table in an Excel file stored on OneDrive. It provides options for positioning the new row and includes handling for workbook sessions.
Add Workbook PermissionEXCEL_ADD_WORKBOOK_PERMISSION
Grants access to a workbook by sending invitations to specified recipients with defined roles. This action enables sharing of an Excel file with necessary permissions.
Add WorksheetEXCEL_ADD_WORKSHEET
This action adds a new worksheet to an existing Excel workbook. It requires the ID of the file and the desired name for the new worksheet.
Apply Table FilterEXCEL_APPLY_TABLE_FILTER
This action applies a filter to a specified column within a table contained in an Excel worksheet using the Microsoft Graph API.
Apply Table SortEXCEL_APPLY_TABLE_SORT
This action applies a sort order to a specified table within an Excel worksheet. It utilizes the Microsoft Graph API to modify the table's sorting parameters as defined in the request.
Clear RangeEXCEL_CLEAR_RANGE
This action clears the specified range in a worksheet, removing values, formats, or contents based on the user's choice. It's useful for preparing a range for new data entry.
Clear Table FilterEXCEL_CLEAR_TABLE_FILTER
This action clears any existing filters on a specified column in a table. It requires the identification of the item, worksheet, and column for which the filter should be cleared.
Close Excel SessionEXCEL_CLOSE_SESSION
Closes an active Excel workbook session. This action is necessary to ensure that the session ends and any locks on the workbook are released, allowing other operations to proceed safely.
Convert Table To RangeEXCEL_CONVERT_TABLE_TO_RANGE
This action takes a table from an Excel file and converts it to a standard range format. This allows the data to be manipulated as a normal range in Excel after the conversion.
Create WorkbookEXCEL_CREATE_WORKBOOK
This action creates a new Excel workbook with the specified worksheets and data, then saves it to OneDrive. The workbook is generated from scratch and can include multiple worksheet tabs with custom names and populated data. Perfect for AI agents to export structured data to Excel format.
Delete Table ColumnEXCEL_DELETE_TABLE_COLUMN
This action deletes a specified column from a table in an Excel file. It uses the Microsoft Graph API to perform the deletion based on the provided identifiers.
Delete Table RowEXCEL_DELETE_TABLE_ROW
This action deletes a specified row from a table in an Excel file. It uses the Microsoft Graph API to perform the deletion based on provided identifiers.
Delete WorksheetEXCEL_DELETE_WORKSHEET
This action deletes a specified worksheet from an Excel file in OneDrive. It requires the file ID and the worksheet name or ID, and may optionally include a session ID for the workbook.
Export Workbook to PDFEXCEL_EXPORT_WORKBOOK_TO_PDF
Tool to export an Excel workbook to PDF via Microsoft Graph's format conversion. Use when you need a PDF version of an Excel file for sending, storing, or attaching.
Get Chart AxisEXCEL_GET_CHART_AXIS
This action retrieves information about a specific axis of a chart in a workbook. You can obtain properties such as the minimum and maximum values, as well as formatting options for the axis.
Get Chart Data LabelsEXCEL_GET_CHART_DATA_LABELS
Retrieve the data labels for a specified chart from an Excel workbook. This action allows inspection of various label settings, including visibility and formatting options.
Get Chart LegendEXCEL_GET_CHART_LEGEND
This action retrieves the legend object of a specified chart. It allows users to inspect visibility and formatting of the legend after chart creation or updates.
Get RangeEXCEL_GET_RANGE
This action retrieves a specified range of cells from a worksheet in an Excel file. It requires the ID of the worksheet and the specific range address to return the corresponding data.
Create Excel SessionEXCEL_GET_SESSION
This action creates a session for an Excel workbook, allowing real-time collaboration. It utilizes the Microsoft Graph API to manage the session and persist any changes as needed.
Get SharePoint RangeEXCEL_GET_SHAREPOINT_RANGE
Retrieves a specified range of cells from an Excel worksheet stored in SharePoint. The action accesses the workbook using Microsoft Graph API to fetch the requested data.
Get SharePoint WorksheetEXCEL_GET_SHAREPOINT_WORKSHEET
Retrieves a specific worksheet from an Excel file stored in SharePoint. You can provide either the name or the ID of the worksheet to access its details.
Get table columnEXCEL_GET_TABLE_COLUMN
This action retrieves a specified column from a table in an Excel workbook. You can use the column's ID or name to fetch its properties and data.
Get workbookEXCEL_GET_WORKBOOK
This action retrieves the workbook's properties and relationships. It can fetch comments, named items, tables, and worksheets for further inspection.
Get WorksheetEXCEL_GET_WORKSHEET
Retrieves details of a specified worksheet from a given Excel file. The worksheet can be identified by its name or ID, which must be URL-encoded if using ID.
Get Worksheet Used RangeEXCEL_GET_WORKSHEET_USED_RANGE
Tool to retrieve a worksheet's used range (active data region) without specifying a fixed range address. Use when you need to read all data from a sheet but don't know the exact range. The valuesOnly option helps filter out formatting-only cells.
Insert RangeEXCEL_INSERT_RANGE
Inserts a new cell range into a specified worksheet. This action shifts existing cells down or right to create space for new data without overwriting what’s already there.
List ChartsEXCEL_LIST_CHARTS
This action retrieves a list of charts present in a specified worksheet of an Excel file. It uses the Microsoft Graph API to fetch the charts based on the provided Excel file ID and worksheet name or ID.
List Chart SeriesEXCEL_LIST_CHART_SERIES
This action retrieves all data series from a specified chart in an Excel worksheet. It allows users to analyze chart series for reporting or further processing.
List CommentsEXCEL_LIST_COMMENTS
This action retrieves all comments for a specified Excel file in the workbook. It's useful for obtaining feedback or notes associated with the document.
List Drive Item ChildrenEXCEL_LIST_DRIVE_ITEM_CHILDREN
Tool to list immediate children (files/folders) of a folder DriveItem using driveId and itemId. Returns an array of child DriveItems with stable identifiers and pagination support.
List Drive FilesEXCEL_LIST_FILES
This action retrieves files and folders from a specified drive. It can list items under the user's default drive or a specified folder path.
List Named ItemsEXCEL_LIST_NAMED_ITEMS
This action retrieves all named items from a specified workbook. It allows users to interact with and manage named items within their Excel files.
List SharePoint TablesEXCEL_LIST_SHAREPOINT_TABLES
This action retrieves a list of tables from a specified worksheet in a SharePoint Excel file. Users can specify the site and the item to target the correct file and worksheet.
List SharePoint WorksheetsEXCEL_LIST_SHAREPOINT_WORKSHEETS
This action retrieves a list of worksheets from a specific Excel workbook stored in SharePoint. It allows users to access detailed information about each worksheet within the workbook.
List Table ColumnsEXCEL_LIST_TABLE_COLUMNS
This action retrieves a list of columns from a specified table in an Excel file stored on OneDrive or SharePoint. It allows users to easily access column information such as IDs, names, and values.
List Table RowsEXCEL_LIST_TABLE_ROWS
This action retrieves all rows from a specified table within an Excel file. It requires the Excel file ID and the table ID to fetch the data from Microsoft Graph API.
List TablesEXCEL_LIST_TABLES
List tables in a worksheet using Microsoft Graph API. This action retrieves information about all tables present in a specified worksheet of an Excel file. It requires the file ID and worksheet name or ID, and can optionally use a session ID for workbook operations.
List Workbook PermissionsEXCEL_LIST_WORKBOOK_PERMISSIONS
Lists the permissions on a specified workbook file. This action shows which users or links have access based on the provided drive and item IDs.
List WorksheetsEXCEL_LIST_WORKSHEETS
This action retrieves a list of worksheets from a specified Excel workbook. It allows users to access metadata about each worksheet, such as its ID and name.
Merge CellsEXCEL_MERGE_CELLS
This action merges a specified range of cells in a worksheet within an Excel file. It interacts with the Microsoft Graph API to facilitate merging operations, allowing for customization of how cells are merged across and by setting an optional session ID.
Protect WorksheetEXCEL_PROTECT_WORKSHEET
This action protects a specified worksheet in an Excel file. You can customize the protection options to restrict various editing features like formatting and inserting rows or columns.
Search Drive FilesEXCEL_SEARCH_FILES
This action searches OneDrive for files and folders matching a query string. It's commonly used to find Excel workbooks by filename before creating sessions or performing operations on them.
Sort RangeEXCEL_SORT_RANGE
This action sorts a specified range in a worksheet. It utilizes the Microsoft Graph API to apply sorting based on the provided fields and parameters.
Update ChartEXCEL_UPDATE_CHART
This action updates the properties of a chart in a specified worksheet using the Microsoft Graph API. You can change various parameters such as name, height, width, left position, and top position of the chart.
Update Chart LegendEXCEL_UPDATE_CHART_LEGEND
This action updates the legend properties of a specified chart within a workbook. You can set the visibility, position, and overlay status of the legend.
Update RangeEXCEL_UPDATE_RANGE
This action updates a specified range in an Excel worksheet. It modifies the cell values within the given address based on the provided inputs.
Update SharePoint RangeEXCEL_UPDATE_SHAREPOINT_RANGE
This action updates a specified range within a SharePoint worksheet by providing new values. It utilizes the Microsoft Graph API to interact with the Excel file in the SharePoint site.
Update TableEXCEL_UPDATE_TABLE
This action allows you to update an existing table within a specified Excel workbook. You can modify the table's name, headers visibility, totals visibility, and style.
Update WorksheetEXCEL_UPDATE_WORKSHEET
This action updates the properties of a specified worksheet in an Excel workbook. You can change the worksheet's name or its position within the workbook.
Upload Workbook from URLEXCEL_UPLOAD_WORKBOOK
This action downloads an Excel file from a given URL and uploads it to the connected OneDrive or SharePoint drive. It returns the driveItem metadata (driveId, itemId, webUrl) needed for subsequent Excel Graph API operations. Perfect for ingesting external workbooks from email attachments, S3 buckets, or other cloud storage into the Microsoft ecosystem.