Can I limit what agents can do in Excel?

Yes, twice over. The connection itself has an access level (Read-only, Full access), and on top of that you can allow, scope, or deny each individual agent from the Integrations page.

Can I connect more than one Excel account?

Yes. Connect additional accounts from the same card and mark one as primary; agents use the primary unless a mission names a specific account.

How do I disconnect Excel?

Open Integrations, choose the account under Excel, and revoke it. Agents lose access immediately; nothing keeps working in the background.

Email & Productivity

📈 Excel integration

Access levels: Read-only · Full access · Verified July 15, 2026

Connect Excel once and every agent in your squad can work in it for you, with exactly as much access as you decide to give, and a receipt for every call it makes.

What your squad can do in Excel

Look things up, get chart axis; get chart data labels; get chart legend, and more.
Do real work, add chart; add sharepoint worksheet; add table; add table column, and more.
Run it on a schedule: any of the 54 available tools below can be part of a scheduled task or a mission.

How to connect

In your dashboard, open Integrations and find Excel.
Click Connect and pick an access level (we recommend Full access): this is the ceiling for every agent.
Sign in to Excel in the window that opens and approve. You land back on the Integrations page with the account live.

You can change an account's access level any time under Manage. It applies instantly, no re-authorization. If the connection ever expires, the card shows Reconnect; one click re-authorizes the same account with the same settings.

Multiple accounts: connect as many as you need (say, yours and a client's). One is primary. Agents use it unless a mission says otherwise.

Access levels

The level you pick at connect time is enforced on our side for every agent call: an agent can never do more than the level allows, no matter what it's asked.

Level	What it allows
Read-only	Read your Excel workbooks. Cannot edit.
Full access	Read, edit, create, and delete Excel workbooks.	Recommended

On top of the connection's level, every agent can be individually allowed, scoped down, or denied for this app from the Integrations page. Deny an agent and it doesn't even see the connection.

Every tool, in plain terms

The 54 tools agents use in Excel through Mission Control, and the lowest access level that includes each. Agents discover these themselves. You never have to name a tool; asking in plain language is enough.

Tool	What it does	Access level
Add chart `EXCEL_ADD_CHART`	Add a chart to a worksheet using Microsoft Graph API.	Full access
Add sharepoint worksheet `EXCEL_ADD_SHAREPOINT_WORKSHEET`	Add a new worksheet to a SharePoint Excel workbook using Microsoft Graph Sites API.	Full access
Add table `EXCEL_ADD_TABLE`	Create a new table in a worksheet using the Microsoft Graph API.	Full access
Add table column `EXCEL_ADD_TABLE_COLUMN`	Add a column to a table using Microsoft Graph API.	Full access
Add table row `EXCEL_ADD_TABLE_ROW`	Add a row to a table using Microsoft Graph API.	Full access
Add workbook permission `EXCEL_ADD_WORKBOOK_PERMISSION`	Grant access to a workbook via invite. Use when you need to share a specific workbook file with designated recipients and roles.	Full access
Add worksheet `EXCEL_ADD_WORKSHEET`	Add a new worksheet to an Excel workbook using Microsoft Graph API.	Full access
Apply table filter `EXCEL_APPLY_TABLE_FILTER`	Apply a filter to a table column using Microsoft Graph API.	Full access
Apply table sort `EXCEL_APPLY_TABLE_SORT`	Apply a sort to a table using Microsoft Graph API.	Full access
Clear range `EXCEL_CLEAR_RANGE`	Clear values, formats, or contents in a specified worksheet range.	Full access
Clear table filter `EXCEL_CLEAR_TABLE_FILTER`	Clear a filter from a table column using Microsoft Graph API.	Full access
Close session `EXCEL_CLOSE_SESSION`	Close an existing Excel workbook session. Use when you need to explicitly end a persistent session to release workbook locks. Note: The Microsoft Graph closeSession API is idempotent - it returns 204 for both active and…	Full access
Convert table to range `EXCEL_CONVERT_TABLE_TO_RANGE`	Convert a table to a range using Microsoft Graph API.	Full access
Create workbook `EXCEL_CREATE_WORKBOOK`	Create a new Excel workbook file at a specified drive path.	Full access
Delete table column `EXCEL_DELETE_TABLE_COLUMN`	Delete a column from a table using Microsoft Graph API.	Full access
Delete table row `EXCEL_DELETE_TABLE_ROW`	Delete a row from a table using Microsoft Graph API.	Full access
Delete worksheet `EXCEL_DELETE_WORKSHEET`	Delete a worksheet from the workbook. Use when cleaning up unused or temporary sheets after verifying no dependencies exist. Example: "Delete 'Sheet2' after review."	Full access
Export workbook to pdf `EXCEL_EXPORT_WORKBOOK_TO_PDF`	Export an Excel workbook to PDF via Microsoft Graph's format conversion.	Full access
Get chart axis `EXCEL_GET_CHART_AXIS`	Retrieve a specific axis from a chart. Use when you need properties like min, max, interval, and formatting of the chart axis.	All levels
Get chart data labels `EXCEL_GET_CHART_DATA_LABELS`	Retrieve the data labels object of a chart.	All levels
Get chart legend `EXCEL_GET_CHART_LEGEND`	Retrieve the legend object of a chart. Use after creating or updating a chart when you need to inspect legend visibility and formatting.	All levels
Get range `EXCEL_GET_RANGE`	Get a range from a worksheet using Microsoft Graph API.	All levels
Get session `EXCEL_GET_SESSION`	Create a session for an Excel workbook using Microsoft Graph API.	Full access
Get sharepoint range `EXCEL_GET_SHAREPOINT_RANGE`	Get a range from a worksheet in SharePoint using Microsoft Graph Sites API.	All levels
Get sharepoint worksheet `EXCEL_GET_SHAREPOINT_WORKSHEET`	Get a worksheet by name or ID from a SharePoint Excel workbook using Microsoft Graph Sites API.	All levels
Get table column `EXCEL_GET_TABLE_COLUMN`	Retrieve a specific column from a workbook table.	All levels
Get workbook `EXCEL_GET_WORKBOOK`	Retrieve the properties and relationships of a workbook.	All levels
Get worksheet `EXCEL_GET_WORKSHEET`	Get a worksheet by name or ID from an Excel workbook using Microsoft Graph API.	All levels
Get worksheet used range `EXCEL_GET_WORKSHEET_USED_RANGE`	Retrieve a worksheet's used range (active data region) without specifying a fixed range address.	All levels
Insert range `EXCEL_INSERT_RANGE`	Insert a new cell range into a worksheet, shifting existing cells down or right.	Full access
List charts `EXCEL_LIST_CHARTS`	List charts in a worksheet using Microsoft Graph API.	All levels
List chart series `EXCEL_LIST_CHART_SERIES`	List all data series in a chart. Use when you need to enumerate chart series for further analysis.	All levels
List comments `EXCEL_LIST_COMMENTS`	List comments in an Excel workbook. Use when you need to retrieve all workbook comments via Microsoft Graph API.	All levels
List drive item children `EXCEL_LIST_DRIVE_ITEM_CHILDREN`	List immediate children (files/folders) of a folder DriveItem using driveId and itemId.	All levels
List files `EXCEL_LIST_FILES`	List files and folders in a drive root or specified path.	All levels
List named items `EXCEL_LIST_NAMED_ITEMS`	List named items in a workbook using Microsoft Graph API.	All levels
List sharepoint tables `EXCEL_LIST_SHAREPOINT_TABLES`	List tables in a SharePoint worksheet using Microsoft Graph Sites API.	All levels
List sharepoint worksheets `EXCEL_LIST_SHAREPOINT_WORKSHEETS`	List worksheets in an Excel workbook stored in SharePoint using Microsoft Graph Sites API.	All levels
List tables `EXCEL_LIST_TABLES`	List tables in a worksheet using Microsoft Graph API.	All levels
List table columns `EXCEL_LIST_TABLE_COLUMNS`	List columns in a table using Microsoft Graph API.	All levels
List table rows `EXCEL_LIST_TABLE_ROWS`	List rows in a table using Microsoft Graph API.	All levels
List workbook permissions `EXCEL_LIST_WORKBOOK_PERMISSIONS`	List permissions set on the workbook file.	All levels
List worksheets `EXCEL_LIST_WORKSHEETS`	List worksheets in an Excel workbook using Microsoft Graph API.	All levels
Merge cells `EXCEL_MERGE_CELLS`	Merge cells in a worksheet range using Microsoft Graph API.	Full access
Protect worksheet `EXCEL_PROTECT_WORKSHEET`	Protect a worksheet using optional protection options.	Full access
Search files `EXCEL_SEARCH_FILES`	Search OneDrive drive items by query to discover Excel workbook IDs.	All levels
Sort range `EXCEL_SORT_RANGE`	Sort a range in a worksheet using Microsoft Graph API.	Full access
Update chart `EXCEL_UPDATE_CHART`	Update a chart in a worksheet using Microsoft Graph API.	Full access
Update chart legend `EXCEL_UPDATE_CHART_LEGEND`	Update formatting or position of a chart legend.	Full access
Update range `EXCEL_UPDATE_RANGE`	Update a range in a worksheet using Microsoft Graph API.	Full access
Update sharepoint range `EXCEL_UPDATE_SHAREPOINT_RANGE`	Update a range in a SharePoint worksheet using Microsoft Graph Sites API.	Full access
Update table `EXCEL_UPDATE_TABLE`	Update a table in a workbook using Microsoft Graph API.	Full access
Update worksheet `EXCEL_UPDATE_WORKSHEET`	Update worksheet properties (name, position) in an Excel workbook using Microsoft Graph API.	Full access
Upload workbook `EXCEL_UPLOAD_WORKBOOK`	Upload an external Excel file from a URL into OneDrive/SharePoint.	Full access

What agents can't do in Excel (yet)

Writes go to the workbook you name: check the name. Asking for 'a spreadsheet of X' can resolve to an existing workbook if the name matches. When creating something new, say 'create a NEW workbook called …' and the agent will create rather than update.
Complex formatting is limited. Cell values, ranges, and worksheets work well; pivot tables, charts, and conditional formatting largely don't via the API.
If something you need is missing, there's usually a path: add the service's API key under Settings → Custom integrations and your agents can call it directly. See custom integrations & secrets. You can also ask your lead agent to open a ticket describing what it needs.

Using it in missions

Just ask in plain language: “check Excel for …”, “create … in Excel”, “every Monday, … ”, and the agent finds the right tool, runs it, and reports back with a receipt in your Runs ledger. Anything outward-facing (sending, posting, publishing) that a mission didn't clearly authorize comes back to you as a ticket first.

Troubleshooting

Agent says	What's happening	Fix
"Excel isn't connected"	No active connection (or this agent is denied)	Connect on the Integrations page; check the agent's per-app policy
"The connection has expired"	Excel ended the authorization (they all do periodically)	Click Reconnect on the account, same settings, one click
"I'm not allowed to do that"	The action is above the account's access level, or the agent is scoped down	Raise the level under Manage, or adjust that agent's policy
It did something unexpected	The ask was ambiguous (e.g. matched an existing item)	Be explicit, "create a NEW …", and give agents a working folder where relevant