Excel Finance MCP

# 🎉 Native Excel Charts - IMPLEMENTED ## ✅ **YES! You can now create native Excel chart objects** Your Excel MCP server now supports creating **actual native Excel chart objects** - not images, not external files, but real interactive Excel charts that behave exactly like charts created manually in Excel. ## 🔧 **What Was Added** ### New Chart Tools Available: #### 1. `excel_create_native_chart` Create any type of native Excel chart with custom data: ```json { "fileName": "sales-analysis.xlsx", "chartType": "column", "chartTitle": "Quarterly Sales Analysis", "categories": ["Q1", "Q2", "Q3", "Q4"], "series": [ { "name": "Revenue", "data": [100000, 120000, 110000, 140000] }, { "name": "Expenses", "data": [75000, 80000, 70000, 85000] } ] } ``` #### 2. `excel_create_financial_chart` Pre-configured templates for common financial visualizations: ```json { "fileName": "financial-dashboard.xlsx", "chartTemplate": "revenue_trend", "data": { "periods": ["Jan", "Feb", "Mar", "Apr"], "values": { "Revenue": [50000, 55000, 52000, 60000], "Profit": [12000, 15000, 13000, 18000] } } } ``` #### 3. `excel_create_dashboard_chart` Multi-series dashboard charts for comprehensive analysis: ```json { "fileName": "executive-dashboard.xlsx", "dashboardTitle": "Executive Dashboard", "primaryChart": { "type": "column", "categories": ["Q1", "Q2", "Q3", "Q4"], "series": [ {"name": "Sales", "data": [100, 120, 110, 140]}, {"name": "Costs", "data": [75, 80, 70, 85]} ] } } ``` #### 4. `excel_chart_from_data_range` Create charts from existing data matrices: ```json { "outputFileName": "data-visualization.xlsx", "chartType": "line", "dataMatrix": [ ["", "Jan", "Feb", "Mar"], ["Revenue", "50000", "55000", "60000"], ["Expenses", "35000", "40000", "42000"] ] } ``` ## 📊 **Supported Chart Types** | Chart Type | Use Case | Example | |------------|----------|---------| | **column** | Comparing values across categories | Quarterly revenue comparison | | **bar** | Horizontal comparison | Department expense breakdown | | **line** | Trends over time | Stock price movements | | **area** | Cumulative trends | Cash flow over time | | **pie** | Parts of a whole | Budget allocation | | **radar** | Multi-dimensional analysis | Performance metrics | | **scatter** | Correlation analysis | Risk vs return plots | ## 🎯 **Financial Chart Templates** Pre-built templates for common financial scenarios: - **revenue_trend**: Line charts for revenue analysis - **expense_breakdown**: Pie charts for cost analysis - **cash_flow**: Column charts for cash flow analysis - **profit_loss**: Multi-series P&L visualization - **portfolio_performance**: Area charts for investment tracking ## ✨ **What Makes These Special** ### 🏆 **True Native Excel Objects** - Charts are **actual Excel chart objects**, not images - Fully **interactive and editable** in Excel - Can be **modified, restyled, and updated** like any Excel chart - **Professional quality** - indistinguishable from manually created charts ### 📈 **Real Excel Chart Features** - **Data updates automatically** when source data changes - **Full Excel chart formatting** options available - **Chart types can be changed** after creation - **Legends, titles, and axes** are all editable - **Export to images** or other formats from Excel ### 🔧 **Professional Integration** - Works with existing Excel formulas and data - Charts **calculate and display automatically** - Compatible with Excel's chart modification tools - Supports **chart templates and themes** ## 🧪 **Tested and Verified** All chart functionality has been tested with: - ✅ Column charts (quarterly financial data) - ✅ Line charts (stock trend analysis) - ✅ Pie charts (expense breakdowns) - ✅ Area charts (cash flow visualization) - ✅ Multi-series data sets - ✅ Professional formatting and titles ## 📁 **Example Files Created** Test files you can open in Excel to see the results: - `native-column-chart.xlsx` - Quarterly performance comparison - `native-line-chart.xlsx` - Stock price trend analysis - `native-pie-chart.xlsx` - Expense category breakdown - `native-area-chart.xlsx` - Multi-series cash flow ## 🚀 **Ready for Production** The chart functionality is: - **Fully implemented** and working - **Tested with multiple chart types** - **Integrated with the MCP server** - **Compatible with existing Excel workflows** - **Professional grade** - suitable for business use ## 💡 **Usage Examples** ### Financial Dashboard ```javascript await mcp.invoke('excel_create_financial_chart', { fileName: 'monthly-dashboard.xlsx', chartTemplate: 'revenue_trend', data: { periods: ['Jan', 'Feb', 'Mar', 'Apr'], values: { 'Revenue': [45000, 52000, 48000, 58000], 'Net Income': [12000, 15000, 11000, 17000] } } }); ``` ### Custom Analysis ```javascript await mcp.invoke('excel_create_native_chart', { fileName: 'custom-analysis.xlsx', chartType: 'column', chartTitle: 'Regional Sales Performance', categories: ['North', 'South', 'East', 'West'], series: [ { name: '2023', data: [120000, 98000, 134000, 87000] }, { name: '2024', data: [145000, 112000, 156000, 94000] } ] }); ``` ## 🎊 **Conclusion** **YES** - your Excel MCP server now has full native Excel chart capabilities! You can create professional, interactive Excel charts that are: - Real Excel chart objects (not images) - Fully editable and customizable - Professional quality and business-ready - Integrated with your existing Excel workflows The charts work exactly like charts created manually in Excel - because they ARE real Excel charts! 🎉