mcp-server-excel

# ExcelMcp - Complete Feature Reference **12 specialized tools with 172 operations for comprehensive Excel automation** --- ## 🔄 Power Query & M Code (9 operations) **✨ Atomic Operations** - Single-call workflows replace multi-step patterns: - **Create** - Import + load in one operation (replaces import → load workflow) - **Update & Refresh** - Update M code + refresh data atomically - **Refresh All** - Batch refresh all queries in workbook - **Update M Code** - Stage code changes without refreshing data - **Unload** - Convert loaded query to connection-only **Core Operations:** - List, view, delete Power Query transformations - Manage query load destinations (worksheet/data model/connection-only/both) - Get load configuration for existing queries - List Excel workbook sources for Power Query integration --- ## 📊 Data Model & DAX (Power Pivot) (14 operations) - Create/update/delete DAX measures with format types (Currency, Percentage, Decimal, General) - Manage table relationships (create, toggle active/inactive, delete) - Discover model structure (tables, columns, measures, relationships) - Get comprehensive model information - Refresh data model - **Note:** DAX calculated columns are not supported (use Excel UI for calculated columns) --- ## 🎨 Excel Tables (ListObjects) (24 operations) - **Lifecycle:** create, resize, rename, delete, get info - **Styling:** apply table styles, toggle totals row, set column totals - **Column Management:** add, remove, rename columns - **Data Operations:** append rows, apply filters (criteria/values), clear filters, get filter state - **Sorting:** single-column sort, multi-column sort (up to 3 levels) - **Number Formatting:** get/set column number formats - **Advanced Features:** structured references, Data Model integration, get table data with optional visible-only filtering --- ## 📈 PivotTables (25 operations) - **Creation:** create from ranges, Excel Tables, or Data Model - **Field Management:** add/remove fields to Row, Column, Value, Filter areas - **Aggregation Functions:** Sum, Average, Count, Min, Max, etc. with validation - **Advanced Features:** field filters, sorting, custom field names, number formatting - **Data Extraction:** get PivotTable data as 2D arrays for further analysis - **Lifecycle:** list, get info, delete, refresh --- ## 📉 Charts (14 operations) - Create charts from ranges, tables, or PivotTables - Move charts across worksheets or to dedicated chart sheets - Manage series (add, update, delete) with category name/values control - Configure data sources, chart types, and set dynamic ranges - Update chart titles, axes, legend, plot area, and formatting - List charts, retrieve chart info, and delete when no longer needed --- ## 📝 VBA Macros (6 operations) - List all VBA modules and procedures - View module code without exporting - Export/import VBA modules to/from files - Update existing modules - Execute macros with parameters - Delete modules - Version control VBA code through file exports --- ## 📋 Ranges (42 operations) ### Data Operations (10 actions) - Get/set values and formulas - Clear (all/contents/formats) - Copy/paste (all/values/formulas) - Insert/delete rows/columns/cells - Find/replace - Sort ### Number Formatting (3 actions) - Get formats as 2D arrays - Apply uniform format - Set individual cell formats ### Visual Formatting (1 action) - Font (name, size, bold, italic, underline, color) - Fill color - Borders (style, weight, color) - Alignment (horizontal, vertical, wrap text, orientation) ### Data Validation (3 actions) - Add validation rules (dropdowns, number/date/text rules) - Get validation info - Remove validation ### Hyperlinks (4 actions) - Add, remove, list all, get specific hyperlink ### Smart Range Operations (3 actions) - UsedRange, CurrentRegion, get range info (address, dimensions, format) ### Merge Operations (3 actions) - Merge cells, unmerge cells, get merge info ### Auto-Sizing (2 actions) - Auto-fit columns, auto-fit rows ### Conditional Formatting (2 actions) - Add conditional formatting rules - Clear conditional formatting ### Cell Protection (2 actions) - Set cell lock status - Get cell lock status ### Formatting & Styling (3 actions) - Get style, set style, format range --- ## 📄 Worksheets (16 operations) - **Lifecycle:** create, rename, copy, move, delete - **Copy/Move Between Workbooks:** cross-workbook operations - **Tab Colors:** set, get, clear (RGB values) - **Visibility Controls:** show, hide, very-hide, get/set status --- ## 🔌 Data Connections (9 operations) - Create and manage OLEDB/ODBC connections (when provider is installed) - Refresh connections, test connectivity, and control refresh settings - Load connection-only sources to worksheet tables when supported - Update connection strings, command text, and metadata - Automatically redirect TEXT/WEB scenarios to `excel_powerquery` for reliable imports **Note:** OLEDB/ODBC creation requires the provider to be installed (e.g., Microsoft.ACE.OLEDB.16.0, SQLOLEDB) --- ## 🏷️ Named Ranges (6 operations) - List all named ranges with references - Get or set single values (ideal for parameter automation) - Create, update, or delete named ranges individually or in bulk - Maintain workbook parameters without touching worksheets --- ## 📁 File Operations (5 operations) - **Session Management:** open, close (with optional save) - **Create Empty:** new .xlsx or .xlsm workbooks - **Test:** verify workbook can be opened - **💡 Show Excel Mode:** Open with `showExcel:true` to watch AI changes live - perfect for debugging, demos, and learning --- ## 🎨 Conditional Formatting (2 operations) - **Add Rules:** cell value comparisons, expression-based formulas - **Clear Rules:** remove formatting from ranges --- ## 📊 Total Operations Summary | Category | Operations | |----------|-----------| | Power Query | 9 | | Data Model/DAX | 14 | | Excel Tables | 24 | | PivotTables | 25 | | Charts | 14 | | VBA Macros | 6 | | Ranges | 42 | | Worksheets | 16 | | Connections | 9 | | Named Ranges | 6 | | File Operations | 5 | | Conditional Formatting | 2 | | **Total** | **172** | --- ## 🚀 Growing Feature Set ExcelMcp is actively developed with new features added regularly. Check the [releases page](https://github.com/sbroenne/mcp-server-excel/releases) for the latest additions. **Recent Additions:** - Chart automation (14 operations) - Atomic Power Query operations (create, update-and-refresh) - PivotTable data extraction - Conditional formatting rules - Cross-workbook worksheet operations --- ## 📚 Documentation - **[Installation Guide](docs/INSTALLATION.md)** - Setup for all AI assistants - **[MCP Server Guide](src/ExcelMcp.McpServer/README.md)** - Tool documentation and examples - **[CLI Guide](src/ExcelMcp.CLI/README.md)** - Command-line reference - **[Contributing](docs/CONTRIBUTING.md)** - Development guidelines