Excel MCP Server (uses Excel App, 100% Compatibility)

# Changelog All notable changes to ExcelMcp will be documented in this file. This changelog covers all components: - **MCP Server** - Model Context Protocol server for AI assistants - **CLI** - Command-line interface for scripting and coding agents - **VS Code Extension** - One-click installation with bundled MCP Server - **MCPB** - Claude Desktop bundle for one-click installation ## [Unreleased] - **LLM Integration Tests (pytest-aitest)**: Migrated LLM tool validation to pytest-aitest with unified MCP/CLI test suite - YAML legacy scenarios removed in favor of pytest-aitest Python tests - Local editable dependency configured via `tool.uv.sources` ### Added - **Calculation Mode Control**: Added `excel_calculation_mode` tool and CLI `calculation` command to set/get calculation mode and trigger recalculation - Modes: automatic, manual, semi-automatic - Calculate scopes: workbook, sheet, range ## [1.6.9] - 2026-02-04 ### Added - **CLI Daemon Improvements**: Enhanced tray icon experience with better update management and save prompts - Added "Update CLI" menu option when updates are available (detects global vs local .NET tool install) - Added save dialog (Yes/No/Cancel) when closing individual sessions from tray - Added save dialog (Yes/No/Cancel) when stopping daemon with active sessions - Removed redundant disabled "Excel CLI Daemon" status menu entry - Toast notifications now mention the Update CLI menu option for easier access - Update command shows in confirmation dialog before execution - Auto-restart daemon after successful update ### Fixed - **PivotTable RPC Disconnection** (#426): Fixed "RPC server is unavailable (0x800706BA)" error during rapid OLAP PivotTable field operations - ROOT CAUSE: `RefreshTable()` called after each field operation triggered synchronous Analysis Services queries - FIX: Removed RefreshTable() from field manipulation methods (AddRowField, AddColumnField, AddFilterField, RemoveField, SetFieldFunction) - Field changes now take effect immediately without blocking AS queries - Call `excel_pivottable(refresh)` explicitly to update visual display after configuring fields - Applies to both OLAP (Data Model) and regular PivotTables for consistency ## [1.6.8] - 2026-02-03 ### Changed - **JSON Property Names Reverted** (#417): Removed short property name mappings for better readability - JSON output now uses camelCase C# property names (e.g., `success`, `errorMessage`, `filePath`) - Removed 433 `[JsonPropertyName]` attributes from model files - LLMs and humans can now read JSON without consulting a mapping table ### Fixed - **CLI Banner Cleanup**: Removed PowerShell warning from startup banner - Guidance moved to skill documentation (Rule 2: Use File-Based Input) - CLI output is now cleaner and less cluttered - **CLI Missing Parameter Mappings** (#423): Fixed CLI commands silently ignoring user-provided values - ROOT CAUSE: Settings properties defined but not passed to daemon in args switch statements - FIX: Added missing parameter mappings for affected commands: - `connection set-properties`: Added `description`, `backgroundQuery`, `savePassword`, `refreshPeriod` - `powerquery create/load-to`: Added `targetSheet`, `targetCellAddress` - `chart create-*` and `move`: Added `left`, `top`, `width`, `height` - `table append`: Fixed to parse CSV into proper `rows` format - `vba run`: Added `timeoutSeconds` - Added pre-commit check (`check-cli-settings-usage.ps1`) to prevent future occurrences ## [1.6.5] - 2026-02-03 - **Dead Session Detection** (#414): Auto-detect and cleanup sessions when Excel process dies - ROOT CAUSE: `SessionManager` never checked if Excel process was alive, leaving dead sessions in dictionary - FIX: `GetSession()`, `GetActiveSessions()`, and `IsSessionAlive()` now check process health and auto-cleanup - `ExcelBatch.Execute()` validates Excel is alive before queueing operations - Users now get clear error: "Excel process is no longer running" instead of confusing timeouts - Dead sessions no longer block reopening the same file - Affects both CLI and MCP Server (shared `SessionManager`) ## [1.6.4] - 2026-02-03 ### Fixed - **COM Timeout with Data Model Dependencies** (#412): Fixed timeout when setting formulas/values that trigger Data Model recalculation - ROOT CAUSE: Excel's automatic calculation blocks COM interface during DAX recalculation - FIX: Temporarily disable calculation mode (xlCalculationManual) during write operations - Affected methods: `SetFormulas`, `SetValues`, `Table.Append`, `NamedRange.Write` - Formulas like `=INDEX(KPIs[Total_ACR],1)` now work without "The operation was canceled" error ## [1.6.3] - 2026-02-03 ### Documentation - **M Code Identifier Quoting** (#407): Added guidance for special characters in Power Query identifiers - **PowerQuery Eval-First Workflow** (#405): Updated documentation with eval-first pattern - **CLI Command Name Fix** (#403): Fixed CLI command name in agent skills installation docs ## [1.6.2] - 2026-02-02 ### Fixed - **Power Query Refresh Error Propagation** (#399): Fixed bug where `refresh` action returned `success: true` even when Power Query had formula errors - ROOT CAUSE: `Connection.Refresh()` silently swallows errors for worksheet queries (InModel=false) - FIX: Now uses `QueryTable.Refresh(false)` for worksheet queries which properly throws errors - Data Model queries (InModel=true) continue using `Connection.Refresh()` which does throw errors - Errors now surface clearly: `"[Expression.Error] The name 'Source' wasn't recognized..."` - **Table Create Auto-Expand from Single Cell**: Fixed issue where `table create --range A1` created single-cell table - ROOT CAUSE: Excel's `ListObjects.Add()` doesn't auto-expand from a single cell - FIX: Now uses `Range.CurrentRegion` when single cell provided, capturing all contiguous data - Prevents Data Model issues where tables only contain header column ### Added - **Power Query Evaluate** (#400): New `evaluate` action to execute M code directly and return results - Execute arbitrary M code without creating a permanent query - Returns tabular results (columns, rows) in JSON format - Automatically cleans up temporary query and worksheet - Errors propagate properly (e.g., invalid M syntax throws with error message) - Example: `excelcli powerquery evaluate --file data.xlsx --mcode "let Source = #table({\"Name\",...})"` - **MCP Power Query mCodeFile Parameter**: Read M code from file instead of inline string - New `mCodeFile` parameter on `excel_powerquery` tool for `create`, `update`, `evaluate` actions - Avoids JSON escaping issues with complex M code containing special characters - File takes precedence if both `mCode` and `mCodeFile` provided - **MCP VBA vbaCodeFile Parameter**: Read VBA code from file instead of inline string - New `vbaCodeFile` parameter on `excel_vba` tool for `create-module`, `update-module` actions - Handles VBA code with quotes and special characters cleanly - File takes precedence if both `vbaCode` and `vbaCodeFile` provided ## [1.6.1] - 2026-02-01 ### Fixed - **CLI PackAsTool Workaround** (#396): Fixed CLI packaging issue with net10.0-windows target - **CI Duplicate Paths** (#394): Removed duplicate paths key in build workflow ## [1.6.0] - 2026-02-01 ### Fixed - **MCPB Skills Key** (#392): Removed unsupported 'skills' key from manifest - **Data Model MSOLAP Error** (#391): Better error message when MSOLAP provider is missing ## [1.5.14] - 2025-02-01 ### Added #### CLI Redesign (Breaking Change) - **Complete CLI Rewrite** (#387): Redesigned CLI for coding agents and scripting - **NOT backwards compatible** - 14 unified command categories with 210 operations matching MCP Server - All commands now use `--session` parameter (was positional in some commands) - Comprehensive `--help` descriptions on all commands synced with MCP tool descriptions - All `--file` parameters support both new file creation and existing files - New `excelcli list-actions` command to discover all available operations - Exit code standardization (0=success, 1=error, 2=validation) - **Quiet Mode**: `-q`/`--quiet` flag suppresses banner for agent-friendly JSON-only output - Auto-detects piped/redirected stdout and suppresses banner automatically - **Version Check**: `excelcli version --check` queries NuGet to show if update available - **Session Close --save**: Single `--save` flag for atomic save-and-close workflow - Replaces separate save + close sequence for cleaner scripting - **CLI Action Coverage Pre-commit Check**: New `check-cli-action-coverage.ps1` script - Ensures CLI switch statements cover ALL action strings from ActionExtensions.cs - Prevents "action not handled" bugs from reaching production - Validates 210 operations across 21 CLI commands #### MCP Server Enhancements - **Session Operation Timeout** (#388): Configurable timeout prevents infinite hangs - New `timeoutSeconds` parameter on `excel_file(open)` and `excel_file(create)` actions - Default: 300 seconds (5 minutes), configurable range: 10-3600 seconds - Applies to ALL operations within session; exceeding timeout throws `TimeoutException` - **Create Action** (#385): Renamed `create-and-open` to simpler `create` action - Single-action file creation and session opening - Performance: ~3.8 seconds (vs ~7-8 seconds with separate create+open) - **PowerQuery Unload Action**: New `unload` action removes data from all load destinations - Keeps query definition intact while clearing worksheet/model data #### Testing & Quality - **LLM Integration Tests**: Comprehensive pytest-aitest test suite for CLI - 9 test scenarios covering all major Excel operations - Chart positioning, PivotTable layout, Power Query, slicers, tables, ranges - Financial report automation workflow tests - **Agent Skills**: New structured skills documentation for AI assistants - `skills/excel-cli/` - CLI-specific skill with commands reference - `skills/excel-mcp/` - MCP Server skill with tools reference - `skills/shared/` - Shared workflows, anti-patterns, behavioral rules ### Fixed - **Calculated Field Bug**: Fixed PivotTable calculated field creation error - **COM Diagnostics**: Improved error reporting for COM object lifecycle issues ### Changed - CLI timeout option uses `--timeout <seconds>` (was `--timeout-seconds`) - All CLI commands now require explicit `--session` parameter ## [1.5.13] - 2025-01-24 ### Added - **Chart Formatting** (#384): Enhanced chart formatting capabilities - **Data Labels**: Configure label position and visibility (showValue, showCategory, showPercentage, etc.) - **Axis Scale**: Get/set axis scale properties (min, max, units, auto-scale flags) - **Gridlines**: Control major/minor gridlines visibility on chart axes - **Series Markers**: Configure marker style, size, and colors for data series - 8 new operations bringing total chart operations to 22 - **Chart Trendlines** (#386): Statistical analysis and forecasting for chart series - **Add Trendline**: Linear, Exponential, Logarithmic, Polynomial, Power, Moving Average - **List Trendlines**: View all trendlines on a series - **Delete Trendline**: Remove trendline by index - **Configure Trendline**: Forward/backward forecasting, display equation and R² value - 4 new operations bringing total chart operations to 26 ## [1.5.11] - 2025-01-22 ### Added - Added Agent Skill to all artifacts ### Changed - **MCPB Submission Compliance**: Bundle now includes LICENSE and CHANGELOG.md per Anthropic requirements - **Documentation Updates**: All READMEs updated with LLM-tested example prompts and accurate tool counts (22 tools, 194 operations) ## [1.5.8] - 2025-01-20 ### Added - Now available as a Claude Desktop MCPB Extension ## [1.5.6] - 2025-01-20 ### Added - **PivotTable & Table Slicers** (#363): New `excel_slicer` tool for interactive filtering - **PivotTable Slicers**: Create, list, filter, and delete slicers for PivotTable fields - **Table Slicers**: Create, list, filter, and delete slicers for Excel Table columns - 8 new operations for interactive data filtering ## [1.5.5] - 2025-01-19 ### Added - **DMV Query Execution** (#353): Query Data Model metadata using Dynamic Management Views - New `execute-dmv` action on `excel_datamodel` tool - Query TMSCHEMA_MEASURES, TMSCHEMA_RELATIONSHIPS, DISCOVER_CALC_DEPENDENCY, etc. ## [1.5.4] - 2025-01-19 ### Added - **DAX EVALUATE Query Execution** (#356): Execute DAX queries against the Data Model - New `evaluate` action on `excel_datamodel` tool for ad-hoc DAX queries - **DAX-Backed Excel Tables** (#356): Create worksheet tables populated by DAX queries - New `create-from-dax`, `update-dax`, `get-dax` actions ## [1.5.0] - 2025-01-10 ### Changed - **Tool Reorganization** (#341): Split 12 monolithic tools into 21 focused tools - 186 operations total, better organized for AI assistants - Ranges: 4 tools (excel_range, excel_range_edit, excel_range_format, excel_range_link) - PivotTables: 3 tools (excel_pivottable, excel_pivottable_field, excel_pivottable_calc) - Tables: 2 tools (excel_table, excel_table_column) - Data Model: 2 tools (excel_datamodel, excel_datamodel_rel) - Charts: 2 tools (excel_chart, excel_chart_config) - Worksheets: 2 tools (excel_worksheet, excel_worksheet_style) ### Added - **LLM Integration Testing** (#341): Real AI agent testing using [pytest-aitest](https://github.com/sbroenne/pytest-aitest) ### Changed - **.NET 10 Upgrade**: Requires .NET 10.0 instead of .NET 8.0 ## [1.4.42] - 2025-12-15 ### Added - **Power Query Rename** (#326, #327): New `rename` action for Power Query queries - **Data Model Table Rename** (#326, #327): New `rename-table` action for Data Model tables ## [1.4.41] - 2025-12-14 ### Fixed - **Power Query Data Model Fix** (#324): Fixed "0x800A03EC" error when updating Power Query in workbooks with Data Model present ## [1.4.40] - 2025-12-14 ### Changed - **MCP SDK Upgrade** (#301): Upgraded ModelContextProtocol SDK from 0.4.1-preview.1 to 0.5.0-preview.1 - Proper `isError` signaling for tool execution failures - Deterministic exit codes (0 = success, 1 = fatal error) ## [1.4.37] - 2025-12-06 ### Changed - **PivotTable Performance** (#286): Optimized `RefreshTable()` calls ### Added - **Data Model Members** (#288): Added support for Data Model table members ## [1.4.36] - 2025-12-06 ### Changed - **Documentation Updates** (#290): Updated tool/operation counts ### Fixed - **SEO Fix** (#292): Fixed robots.txt sitemap URL ## [1.4.35] - 2025-12-05 ### Added - **Data Model Relationships** (#278): Full support for creating, updating, and deleting relationships - **Custom Domain** (#276): excelmcpserver.dev ## [1.4.34] - 2025-12-05 ### Fixed - **DAX Formula Locale Handling** (#281): DAX formulas now work on European locales ## [1.4.33] - 2025-12-04 ### Changed - **Atomic Cross-File Worksheet Operations** (#273): New `copy-to-file` and `move-to-file` actions ## [1.4.32] - 2025-12-04 ### Fixed - **OLAP PivotChart Creation** (#267): `CreateFromPivotTable` now works with OLAP/Data Model PivotTables - **Power Query LoadToBoth Detection** (#271): Fixed incorrect detection ## [1.4.31] - 2025-12-04 ### Fixed - **Locale-Independent Number Formatting** (#263): Number and date formats now work on non-US locales ## [1.4.30] - 2025-12-03 ### Fixed - **OLAP PivotTable AddValueField** (#261): Fixed errors when adding value fields to Data Model PivotTables ### Added - **Show Excel Mode**: Open with `showExcel: true` to watch AI changes live ## [1.4.28] - 2025-12-01 ### Fixed - **VS Code Extension Display Name** (#257): Corrected MCP server display name ## [1.4.25] - 2025-12-01 ### Changed - **89% Smaller Extension Size** (#250): Switched to framework-dependent deployment ## [1.4.24] - 2025-12-01 ### Fixed - **Session Stability** (#245): Fixed Excel MCP Server stopping due to network errors ### Added - **PivotTable Grand Totals Control**: Show/hide row and column grand totals - **PivotTable Grouping**: Group dates by days/months/quarters/years - **PivotTable Calculated Fields**: Create calculated fields with formulas - **PivotTable Layout & Subtotals**: Configure layout form and subtotals visibility - Total operations: 172 ## [1.4.0] - 2025-11-24 ### Added - **Excel Table Get Data** (#234): New `get-data` action returns table rows ### Fixed - **Power Query Error Query Fix** (#236): Fixed spurious "Error Query" entries ## [1.3.0] - 2025-11-22 ### Added - **Chart Operations** (#229): 15 new chart actions - **Connection Delete** (#226): New `delete` action - **OLAP PivotTable Measures** (#217): Auto-create DAX measures ### Changed - **PivotTable Enhancements** (#219, #220): Date/numeric grouping, calculated fields ## [1.2.0] - 2025-11-17 ### Added - **Worksheet Reordering** (#186): New `move` action ### Fixed - **MCP Server Crash Fix** (#192): Fixed crashes with disconnected COM proxies - **Connection Create Fix** (#190): Fixed COM dispatch error ## [1.1.0] - 2025-11-10 ### Fixed - **File Lock Fix** (#173): Fixed "file already open" errors - **LoadTo Silent Failure Fix** (#170): LoadTo now properly fails on duplicates - **Validation InputTitle/Message** (#167): Fixed empty values - **Power Query Update Fix** (#140): Fixed M code merging instead of replacing - **SetFormulas/SetValues Fix** (#199): Fixed "out of memory" error - **Data Model Loading Fix** (#64): Fixed `set-load-to-data-model` failures - **Power Query Persistence** (#42): Fixed load-to-data-model not persisting ### Added - **PivotTable Discovery** (#155): Improved LLM discoverability - **CLI Batch Support** (#152): Batch mode for bulk operations - **Timeout Support** (#131): Configurable timeouts for all tools - **QueryTable Support** (#129): New `excel_querytable` tool - **Connection Create** (#127): New `create` action - **PivotTable from Data Model** (#109): Create PivotTables from Power Pivot ### Changed - **Numeric Column Names** (#136): Column names can now be numeric ## [1.0.0] - 2025-10-29 ### Added - Initial release of ExcelMcp - MCP Server with 11 tools and 100+ operations - CLI for command-line scripting - VS Code Extension for one-click installation - Power Query management - Data Model / Power Pivot support - Excel Tables and PivotTables - Range operations with formulas - Chart creation - Named ranges and parameters - VBA macro execution - Worksheet lifecycle management - Batch operations for performance