Excel Automation Workflow Guidance¶

These guides explain decisions, sequencing, recovery, and important limitations for both supported entry points. They are not a separate command reference or automatically loaded skills.

Use the MCP tool descriptions or excelcli list-actions <command> followed by excelcli <command> <action> --help for current actions and inputs. The examples here illustrate workflows, not every supported option. For an overview of what you can accomplish, see features.

Working with agents¶

• Workflows - tool selection and sequencing
• Working safely - intent, permissions, sessions, and failures

Workbooks, sheets and cells¶

• Workbooks
• Worksheets
• Ranges, formulas, and formatting
• Excel Tables
• Windows
• Calculation modes

Data and the model¶

• Power Query loading and recovery
• M syntax
• Data Model and DAX
• DMV queries
• PivotTables
• Text and web imports
• What-if analysis
• XML maps

Visuals and output¶

• Charts
• Conditional formatting
• Slicers
• Drawing objects
• Screenshots and visual verification
• Optional report formatting

For installation, see Claude Desktop and agent guidance.