The Excel MCP Server provides Claude with comprehensive read, write, and analysis capabilities for Excel and CSV files through 37 specialized tools.
Read & Navigate: Read entire files or specific cells/ranges, get headers, search values, filter rows by conditions, and aggregate columns (sum, average, count, min, max).
Large File Handling: Stream large files (100MB+) in chunks and get file analysis with chunking recommendations.
Write & Format: Create new Excel/CSV files (single or multi-sheet with formulas and inter-sheet references), add sheets to existing files, export analysis results, apply cell formatting (fonts, colors, borders, alignment, number formats), and auto-fit columns.
Analytics: Perform statistical analysis, correlation analysis, data profiling, and create pivot tables.
Financial Modeling: Conduct DCF valuation, budget vs. actual variance analysis, financial ratio analysis with industry benchmarks, scenario/what-if modeling, and trend analysis with forecasting.
Data Cleaning: Find/manage duplicates, batch clean data (trim whitespace, fix dates/phones/names/currency, remove empty rows), and perform intelligent VLOOKUP with fuzzy matching and error handling.
Bulk Operations: Aggregate and filter data across multiple files in parallel.
Validation: Cross-validate data integrity across related files (referential integrity, data completeness, value ranges).
AI-Powered: Evaluate Excel formulas, convert natural language to formulas/commands, explain formulas in plain English, get AI-powered analysis suggestions, and check AI provider status (Anthropic, OpenAI, DeepSeek, Gemini, or local fallback).
Enables AI-powered natural language data queries and formula generation through OpenAI's API for intelligent spreadsheet analysis.
Click on "Install Server".
Wait a few minutes for the server to deploy. Once ready, it will show a "Started" state.
In the chat, type
@followed by the MCP server name and your instructions, e.g., "@Excel MCP Serversum all sales where region is 'North'"
That's it! The server will respond to your query, and you can continue using it as needed.
Here is a step-by-step guide with screenshots.
Excel MCP Server
MCP server that gives Claude full read/write/analyze power over Excel and CSV files. 37 tools — from basic cell reads to financial modeling.
Install
Option 1: npm (Recommended)
Then add to your MCP client:
Claude Code:
Claude Desktop / Cursor — add to your MCP config (claude_desktop_config.json or Cursor's mcp.json):
Option 2: npx (No Install)
No global install needed — runs directly:
Claude Code:
Claude Desktop / Cursor:
Option 3: From Source
Claude Code:
Claude Desktop / Cursor:
What It Can Do
Category | Tools | Examples |
Read & Navigate |
| Read files, search values, filter rows, sum columns |
Large Files |
| Stream 100MB+ files in chunks |
Write & Format |
| Create Excel/CSV, multi-sheet with formulas, style cells |
Analytics |
| Stats, correlations, profiling, pivot tables |
Financial |
| DCF valuation, budget vs actual, financial ratios, what-if scenarios |
Data Cleaning |
| Remove duplicates, fix dates/phones/names, cross-file lookups |
Bulk Ops |
| Aggregate/filter across multiple files |
Validation |
| Cross-file referential integrity checks |
AI-Powered |
| Evaluate formulas, natural language to formula, AI analysis |
AI Providers (Optional)
For AI-powered tools (parse_natural_language, explain_formula, smart_data_analysis), create a .env file:
Any single provider is enough. A local fallback works without any keys.
License
MIT