> ## Documentation Index
> Fetch the complete documentation index at: https://docs.consile.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Excel

> Read access to Excel workbooks in OneDrive and SharePoint for your AI: sheets, cell ranges, tables, named ranges and charts. Twelve read-only tools with Microsoft's own read permissions.

*[Læs siden på dansk](https://docs.consile.ai/connectors/excel.md)*

The Excel connector gives your AI read-only access to the Excel workbooks you can
open in OneDrive and SharePoint. Your AI can find a workbook, get an overview of its
sheets, tables and named ranges, read tables as rows keyed by column name, read a
cell range or the used range of a sheet, and fetch a chart as an image. You connect
with your Microsoft work account, and your AI never sees the access itself.

> [card] Access
>
> Read-only, Microsoft's read permissions

> [card] Authentication
>
> Microsoft work account

> [card] Hosting
>
> Hosted in the EU · Frankfurt

* **Price:** 199 DKK/month excl. VAT (€27/month if you have chosen the EU · EUR
  market in the portal). No lock-in, cancel at any time. The price covers 1 user and
  1 agreement (one connected Microsoft user). Each extra user and each extra
  agreement costs 99.50 DKK/month excl. VAT (€13.50). Also included in
  [the Consile Studio membership](https://docs.consile.ai/en/portal/membership.md) and
  [the free edition](https://docs.consile.ai/en/portal/free-edition.md). See [Pricing](https://docs.consile.ai/en/portal/pricing.md).
* **Users:** whoever buys Excel automatically gets the included access. If more
  colleagues need Excel in their AI, an administrator gives them access under
  **Team** in the portal (choose **All tools** next to Excel on the person's page).
  An extra user is billed pro rata from the day access is given. A colleague without
  access can still see the tools in their AI, but every lookup is refused with a
  message to ask an administrator for access. If you have
  [the Consile Studio membership](https://docs.consile.ai/en/portal/membership.md), an administrator instead
  gives one membership licence per person, and it also covers Excel. See
  [Team](https://docs.consile.ai/en/portal/team.md).
* **Multiple Microsoft users:** the portal calls each connection to the system an
  agreement. One agreement reads through one Microsoft user and reaches the
  workbooks that user can open. You need one more agreement if your AI should also
  read as another Microsoft user, for example in another Microsoft tenant. An
  administrator clicks **Add agreement** on the **Connections** card on the
  connector's page in the portal. Each agreement gets its own address, for example
  `https://mcp.consile.ai/excel-2/mcp`, which you add as a separate connector in
  your AI. Under
  [the Consile Studio membership](https://docs.consile.ai/en/portal/membership.md#one-more-agreement-in-a-system)
  and in [the free edition](https://docs.consile.ai/en/portal/free-edition.md), other rules apply to adding an agreement. See
  [Connect Excel](https://docs.consile.ai/en/connect/connect-excel.md#multiple-microsoft-users).
* **Endpoint:** `https://mcp.consile.ai/excel/mcp` (your own named connector in your
  AI).

## What does it require?

* **Workbooks in OneDrive or SharePoint.** The connector reads workbooks stored in
  OneDrive for work or school or in a SharePoint document library. It cannot reach
  files on a local disk or in a personal OneDrive.
* **A Microsoft work or school account.** You log in with an account in your
  organization at Microsoft. A personal Microsoft account cannot be used.
* **Access to the files.** Your AI only sees the workbooks the connected Microsoft
  user can open.
* **Possibly a Microsoft administrator.** Many organizations do not let ordinary
  users approve the permission to read files. Then an administrator in your
  organization at Microsoft must approve Consile the first time. See
  [Connect Excel](https://docs.consile.ai/en/connect/connect-excel.md#if-microsoft-asks-for-an-administrator).

## Prerequisites

**1. Subscription**

The connector must be bought in the [portal](https://app.consile.ai). See
[Buy a connector](https://docs.consile.ai/en/portal/buy-a-connector.md).

**2. Microsoft approved**

Log in with your Microsoft work account, and approve Consile at Microsoft. The
connection applies to your whole Consile account. See
[Connect Excel](https://docs.consile.ai/en/connect/connect-excel.md).

**3. Access for your user**

If there are several users on the account, an administrator must assign you
Excel under **Team** in the portal. Whoever bought the connector has access from
the start. If you have created your own Consile account, but belong to a company
that already has Excel, ask your administrator for an invitation to the team
instead of buying again. See [Team](https://docs.consile.ai/en/portal/team.md).

**4. Your AI connected**

Each user adds the connector in their own AI and logs in with their own Consile
login. See [Connect Claude](https://docs.consile.ai/en/connect/connect-claude.md) or
[Connect ChatGPT](https://docs.consile.ai/en/connect/connect-chatgpt.md).

## Read-only

When you connect, you approve Microsoft's permissions `Files.Read.All` (read the
files the user has access to) and `User.Read` (read the user's own profile) plus
`offline_access`, which keeps the connection alive. Both permissions are pure read
permissions at Microsoft:

* The connector has no write tools. All twelve tools can only read.
* Consile only sends read requests to Microsoft.
* The access cannot change a cell, a formula or a file, not even outside Consile.

Consile does not store the contents of your workbooks. Each lookup is fetched
directly from Microsoft when your AI asks.

## What can it do? (tools)

You do not need to know the tool names. You ask in natural language, and your AI
picks the right one itself. When your AI calls them, they are called
`excel__<tool>` (for example `excel__find_workbooks`).

**Workbooks**

| Tool | What it does |
| - | - |
| `find_workbooks` | Finds Excel files (.xlsx, .xlsm and .xlsb). With a search text it searches file names and content in your OneDrive or in a specific document library. Without a search text it lists the workbooks among your recently used files in OneDrive and SharePoint |
| `get_workbook_overview` | An overview in one lookup: the sheets (name, order, hidden or not), the tables and the named ranges |
| `list_worksheets` | The sheets of a workbook with name, position and visibility |

**Cell ranges**

| Tool | What it does |
| - | - |
| `get_used_range` | The range a sheet actually uses, as rows of values. Formulas come back as their computed values. The first 200 rows by default, at most 1,000 |
| `get_range` | A cell range by address, for example `A1:D50`: values, the displayed text and optionally the formulas. At most 1,000 rows and 100 columns per lookup |

**Tables**

| Tool | What it does |
| - | - |
| `list_tables` | The Excel tables of a workbook or of one sheet |
| `get_table_columns` | The columns of a table in order |
| `get_table_rows` | The table's rows as records keyed by the column names from the header row. 100 rows at a time by default, at most 500 |

**Named ranges**

| Tool | What it does |
| - | - |
| `list_named_items` | The workbook's named ranges and constants, for example `Revenue` or `VatRate`, with the address a range points at |
| `get_named_item_range` | The cells behind a named range |

**Charts**

| Tool | What it does |
| - | - |
| `list_charts` | The charts on a sheet with name, size and position |
| `get_chart_image` | One chart as an image (PNG), 800 × 450 pixels by default, at most 2,000 × 2,000 |

> [card] [Building on top yourself? See the API reference](https://docs.consile.ai/developers/tools/excel.md)
>
> Full reference with the twelve tools, arguments, pages and error messages.

## Try asking

> [accordion] Find and understand a workbook
>
> > *"Find budget 2026 in my OneDrive, and show me which sheets and tables it has."*
>
> > *"Which Excel files have I worked in recently?"*

> [accordion] Tables and numbers
>
> > *"Show the table of costs per department in the budget file, and add up the numbers per quarter."*
>
> > *"What is in cells B2:F14 on the Sales sheet of the latest pipeline file?"*

> [accordion] Compare and explain
>
> > *"Compare the Q3 numbers in the two workbooks, and tell me where they differ."*
>
> > *"Show the chart on the Overview sheet, and explain what it shows."*

> [!TIP]
>
> Mention the file's name and preferably the sheet or table in your question. If the
> data is formatted as an Excel table, your AI gets rows with column names, which are
> easier to calculate with than loose cells.

## Together with SharePoint

Without a search text, `find_workbooks` finds workbooks among your recently used
files, including in SharePoint. With a search text, it searches your own OneDrive,
or a document library when your AI knows the library's id. The Excel connector
cannot list a SharePoint site's document libraries itself. If you also have the
[SharePoint](https://docs.consile.ai/en/connectors/sharepoint.md) connector, your AI can find the library and
the file there and then read the workbook with the Excel connector.

## Limitations

* **Read-only:** the connector cannot write to cells, change formulas or create
  files. See [Read-only](#read-only).
* **Only OneDrive and SharePoint, only work accounts:** files on a local disk, in a
  personal OneDrive or attached to an email cannot be read. Personal Microsoft
  accounts are not supported.
* **File types:** the reading tools are made for .xlsx and .xlsm files. Older .xls
  files and CSV files are not found by `find_workbooks`.
* **The user's permissions apply:** your AI only sees the files the connected
  Microsoft user can open. If the user lacks access, or your administrator has not
  approved the permission, Microsoft answers with an error (403), and your AI is
  told about it. Reconnecting does not help. Instead, ask a Microsoft 365
  administrator for access.
* **Large sheets are split up:** `get_used_range` returns at most 1,000 rows and
  shows whether the sheet has more. `get_range` reads at most 1,000 rows and 100
  columns at a time, so your AI reads a large sheet in pieces. An empty sheet answers
  with the error that it does not exist.
* **Charts as images:** `get_chart_image` gives a picture of the chart. Your AI reads
  the numbers behind the chart in the sheet's cells.
* **Microsoft's call limit:** Microsoft limits how many calls can be made in a short
  time. If a lookup hits the limit, your AI is told to wait a little and ask for
  fewer rows.
* **Explanatory errors, but not always:** for the common errors, the connector
  gives your AI an explanation: an access that must be connected again, missing
  access, a file or sheet that does not exist, a cell range that is too large and a
  request that Microsoft refuses. Other errors, for example a timeout or an error at
  Microsoft, only give the general error "Tool invocation failed."
* **The access is renewed automatically, but can stop:** if the renewal fails, or
  Consile is removed in your Microsoft organization, your AI is told that the
  connection must be set up again from the Consile portal. The portal can still show
  **Connected**, because the stored access is still there. Only an administrator can
  reconnect: if the agreement says **Access revoked**, click **Reconnect**.
  Otherwise the administrator chooses **Disconnect** in the menu next to the
  agreement and then clicks **Connect**. You can also ask your AI for a new
  connection link in the connector that belongs to the agreement (for example
  `excel-2`). See
  [Connect Excel](https://docs.consile.ai/en/connect/connect-excel.md#the-access-is-renewed-but-the-connection-can-stop).

Is something not working as expected? See [Troubleshooting](https://docs.consile.ai/en/troubleshooting.md).


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