Microsoft Excel Integration

Overview

Enable your agents to create and manage Excel workbooks, worksheets, tables, and charts in OneDrive or SharePoint. Manipulate data ranges, create visualizations, manage tables, and streamline your spreadsheet workflows with AI-powered automation.

Prerequisites

Before using the Microsoft Excel integration, ensure you have:

A CrewAI AMP account with an active subscription
A Microsoft 365 account with Excel and OneDrive/SharePoint access
Connected your Microsoft account through the Integrations page

Setting Up Microsoft Excel Integration

1. Connect Your Microsoft Account

Navigate to CrewAI AMP Integrations
Find Microsoft Excel in the Authentication Integrations section
Click Connect and complete the OAuth flow
Grant the necessary permissions for files and Excel workbook access
Copy your Enterprise Token from Integration Settings

2. Install Required Package

uv add crewai-tools

3. Environment Variable Setup

To use integrations with Agent(apps=[]), you must set the CREWAI_PLATFORM_INTEGRATION_TOKEN environment variable with your Enterprise Token.

export CREWAI_PLATFORM_INTEGRATION_TOKEN="your_enterprise_token"

Or add it to your .env file:

CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token

Available Actions

microsoft_excel/create_workbook

Description: Create a new Excel workbook in OneDrive or SharePoint.Parameters:

file_path (string, required): Path where to create the workbook (e.g., ‘MyWorkbook.xlsx’)

worksheets (array, optional): Initial worksheets to create

[
  {
    "name": "Sheet1"
  },
  {
    "name": "Data"
  }
]

microsoft_excel/get_workbooks

Description: Get all Excel workbooks from OneDrive or SharePoint.Parameters:

select (string, optional): Select specific properties to return
filter (string, optional): Filter results using OData syntax
expand (string, optional): Expand related resources inline
top (integer, optional): Number of items to return. Minimum: 1, Maximum: 999
orderby (string, optional): Order results by specified properties

microsoft_excel/get_worksheets

Description: Get all worksheets in an Excel workbook.Parameters:

file_id (string, required): The ID of the Excel file
select (string, optional): Select specific properties to return (e.g., ‘id,name,position’)
filter (string, optional): Filter results using OData syntax
expand (string, optional): Expand related resources inline
top (integer, optional): Number of items to return. Minimum: 1, Maximum: 999
orderby (string, optional): Order results by specified properties

microsoft_excel/create_worksheet

Description: Create a new worksheet in an Excel workbook.Parameters:

file_id (string, required): The ID of the Excel file
name (string, required): Name of the new worksheet

microsoft_excel/get_range_data

Description: Get data from a specific range in an Excel worksheet.Parameters:

file_id (string, required): The ID of the Excel file
worksheet_name (string, required): Name of the worksheet
range (string, required): Range address (e.g., ‘A1:C10’)

microsoft_excel/update_range_data

Description: Update data in a specific range in an Excel worksheet.Parameters:

file_id (string, required): The ID of the Excel file
worksheet_name (string, required): Name of the worksheet
range (string, required): Range address (e.g., ‘A1:C10’)

values (array, required): 2D array of values to set in the range

[
  ["Name", "Age", "City"],
  ["John", 30, "New York"],
  ["Jane", 25, "Los Angeles"]
]

microsoft_excel/add_table

Description: Create a table in an Excel worksheet.Parameters:

file_id (string, required): The ID of the Excel file
worksheet_name (string, required): Name of the worksheet
range (string, required): Range for the table (e.g., ‘A1:D10’)
has_headers (boolean, optional): Whether the first row contains headers. Default: true

microsoft_excel/get_tables

Description: Get all tables in an Excel worksheet.Parameters:

file_id (string, required): The ID of the Excel file
worksheet_name (string, required): Name of the worksheet

microsoft_excel/add_table_row

Description: Add a new row to an Excel table.Parameters:

file_id (string, required): The ID of the Excel file
worksheet_name (string, required): Name of the worksheet
table_name (string, required): Name of the table
values (array, required): Array of values for the new row
["John Doe", 35, "Manager", "Sales"]

microsoft_excel/get_table_data

Description: Get data from a specific table in an Excel worksheet.Parameters:

file_id (string, required): The ID of the Excel file
worksheet_name (string, required): Name of the worksheet
table_name (string, required): Name of the table

microsoft_excel/create_chart

Description: Create a chart in an Excel worksheet.Parameters:

file_id (string, required): The ID of the Excel file
worksheet_name (string, required): Name of the worksheet
chart_type (string, required): Type of chart (e.g., ‘ColumnClustered’, ‘Line’, ‘Pie’)
source_data (string, required): Range of data for the chart (e.g., ‘A1:B10’)
series_by (string, optional): How to interpret the data (‘Auto’, ‘Columns’, or ‘Rows’). Default: Auto

microsoft_excel/get_cell

Description: Get the value of a single cell in an Excel worksheet.Parameters:

file_id (string, required): The ID of the Excel file
worksheet_name (string, required): Name of the worksheet
row (integer, required): Row number (0-based)
column (integer, required): Column number (0-based)

microsoft_excel/get_used_range

Description: Get the used range of an Excel worksheet (contains all data).Parameters:

file_id (string, required): The ID of the Excel file
worksheet_name (string, required): Name of the worksheet

microsoft_excel/get_used_range_metadata

Description: Get the used range metadata (dimensions only, no data) of an Excel worksheet.Parameters:

file_id (string, required): The ID of the Excel file
worksheet_name (string, required): Name of the worksheet

microsoft_excel/list_charts

Description: Get all charts in an Excel worksheet.Parameters:

file_id (string, required): The ID of the Excel file
worksheet_name (string, required): Name of the worksheet

microsoft_excel/delete_worksheet

Description: Delete a worksheet from an Excel workbook.Parameters:

file_id (string, required): The ID of the Excel file
worksheet_name (string, required): Name of the worksheet to delete

microsoft_excel/delete_table

Description: Delete a table from an Excel worksheet.Parameters:

file_id (string, required): The ID of the Excel file
worksheet_name (string, required): Name of the worksheet
table_name (string, required): Name of the table to delete

microsoft_excel/list_names

Description: Get all named ranges in an Excel workbook.Parameters:

file_id (string, required): The ID of the Excel file

Usage Examples

Basic Excel Agent Setup

from crewai import Agent, Task, Crew

# Create an agent with Excel capabilities
excel_agent = Agent(
    role="Excel Data Manager",
    goal="Manage Excel workbooks and data efficiently",
    backstory="An AI assistant specialized in Excel data management and analysis.",
    apps=['microsoft_excel']  # All Excel actions will be available
)

# Task to create and populate a workbook
data_management_task = Task(
    description="Create a new sales report workbook with data analysis and charts",
    agent=excel_agent,
    expected_output="Excel workbook created with sales data, analysis, and visualizations"
)

# Run the task
crew = Crew(
    agents=[excel_agent],
    tasks=[data_management_task]
)

crew.kickoff()

Data Analysis and Reporting

from crewai import Agent, Task, Crew

data_analyst = Agent(
    role="Data Analyst",
    goal="Analyze data in Excel and create comprehensive reports",
    backstory="An AI assistant that specializes in data analysis and Excel reporting.",
    apps=[
        'microsoft_excel/get_workbooks',
        'microsoft_excel/get_range_data',
        'microsoft_excel/create_chart',
        'microsoft_excel/add_table'
    ]
)

# Task to analyze existing data
analysis_task = Task(
    description="Analyze sales data in existing workbooks and create summary charts and tables",
    agent=data_analyst,
    expected_output="Data analyzed with summary charts and tables created"
)

crew = Crew(
    agents=[data_analyst],
    tasks=[analysis_task]
)

crew.kickoff()

Workbook Creation and Structure

from crewai import Agent, Task, Crew

workbook_creator = Agent(
    role="Workbook Creator",
    goal="Create structured Excel workbooks with multiple worksheets and data organization",
    backstory="An AI assistant that creates well-organized Excel workbooks for various business needs.",
    apps=['microsoft_excel']
)

# Task to create structured workbooks
creation_task = Task(
    description="""
    1. Create a new quarterly report workbook
    2. Add multiple worksheets for different departments
    3. Create tables with headers for data organization
    4. Set up charts for key metrics visualization
    """,
    agent=workbook_creator,
    expected_output="Structured workbook created with multiple worksheets, tables, and charts"
)

crew = Crew(
    agents=[workbook_creator],
    tasks=[creation_task]
)

crew.kickoff()

Data Manipulation and Updates

from crewai import Agent, Task, Crew

data_manipulator = Agent(
    role="Data Manipulator",
    goal="Update and manipulate data in Excel worksheets efficiently",
    backstory="An AI assistant that handles data updates, table management, and range operations.",
    apps=['microsoft_excel']
)

# Task to manipulate data
manipulation_task = Task(
    description="""
    1. Get data from existing worksheets
    2. Update specific ranges with new information
    3. Add new rows to existing tables
    4. Create additional charts based on updated data
    5. Organize data across multiple worksheets
    """,
    agent=data_manipulator,
    expected_output="Data updated across worksheets with new charts and organized structure"
)

crew = Crew(
    agents=[data_manipulator],
    tasks=[manipulation_task]
)

crew.kickoff()

Advanced Excel Automation

from crewai import Agent, Task, Crew

excel_automator = Agent(
    role="Excel Automator",
    goal="Automate complex Excel workflows and data processing",
    backstory="An AI assistant that automates sophisticated Excel operations and data workflows.",
    apps=['microsoft_excel']
)

# Complex automation task
automation_task = Task(
    description="""
    1. Scan all Excel workbooks for specific data patterns
    2. Create consolidated reports from multiple workbooks
    3. Generate charts and tables for trend analysis
    4. Set up named ranges for easy data reference
    5. Create dashboard worksheets with key metrics
    6. Clean up unused worksheets and tables
    """,
    agent=excel_automator,
    expected_output="Automated Excel workflow completed with consolidated reports and dashboards"
)

crew = Crew(
    agents=[excel_automator],
    tasks=[automation_task]
)

crew.kickoff()

Financial Modeling and Analysis

from crewai import Agent, Task, Crew

financial_modeler = Agent(
    role="Financial Modeler",
    goal="Create financial models and analysis in Excel",
    backstory="An AI assistant specialized in financial modeling and analysis using Excel.",
    apps=['microsoft_excel']
)

# Task for financial modeling
modeling_task = Task(
    description="""
    1. Create financial model workbooks with multiple scenarios
    2. Set up input tables for assumptions and variables
    3. Create calculation worksheets with formulas and logic
    4. Generate charts for financial projections and trends
    5. Add summary tables for key financial metrics
    6. Create sensitivity analysis tables
    """,
    agent=financial_modeler,
    expected_output="Financial model created with scenarios, calculations, and analysis charts"
)

crew = Crew(
    agents=[financial_modeler],
    tasks=[modeling_task]
)

crew.kickoff()

Troubleshooting

Common Issues

Permission Errors

Ensure your Microsoft account has appropriate permissions for Excel and OneDrive/SharePoint
Verify that the OAuth connection includes required scopes (Files.Read.All, Files.ReadWrite.All)
Check that you have access to the specific workbooks you’re trying to modify

File ID and Path Issues

Verify that file IDs are correct and files exist in your OneDrive or SharePoint
Ensure file paths are properly formatted when creating new workbooks
Check that workbook files have the correct .xlsx extension

Worksheet and Range Issues

Verify that worksheet names exist in the specified workbook
Ensure range addresses are properly formatted (e.g., ‘A1:C10’)
Check that ranges don’t exceed worksheet boundaries

Data Format Issues

Ensure data values are properly formatted for Excel (strings, numbers, integers)
Verify that 2D arrays for ranges have consistent row and column counts
Check that table data includes proper headers when has_headers is true

Chart Creation Issues

Verify that chart types are supported (ColumnClustered, Line, Pie, etc.)
Ensure source data ranges contain appropriate data for the chart type
Check that the source data range exists and contains data

Table Management Issues

Ensure table names are unique within worksheets
Verify that table ranges don’t overlap with existing tables
Check that new row data matches the table’s column structure

Cell and Range Operations

Verify that row and column indices are 0-based for cell operations
Ensure ranges contain data when using get_used_range
Check that named ranges exist before referencing them

Getting Help

Need Help?

Contact our support team for assistance with Microsoft Excel integration setup or troubleshooting.

​Overview

​Prerequisites

​Setting Up Microsoft Excel Integration

​1. Connect Your Microsoft Account

​2. Install Required Package

​3. Environment Variable Setup

​Available Actions

​Usage Examples

​Basic Excel Agent Setup

​Data Analysis and Reporting

​Workbook Creation and Structure

​Data Manipulation and Updates

​Advanced Excel Automation

​Financial Modeling and Analysis

​Troubleshooting

​Common Issues

​Getting Help

Need Help?

Overview

Prerequisites

Setting Up Microsoft Excel Integration

1. Connect Your Microsoft Account

2. Install Required Package

3. Environment Variable Setup

Available Actions

Usage Examples

Basic Excel Agent Setup

Data Analysis and Reporting

Workbook Creation and Structure

Data Manipulation and Updates

Advanced Excel Automation

Financial Modeling and Analysis

Troubleshooting

Common Issues

Getting Help