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Overview

Enable your agents to create and manage Excel workbooks, worksheets, tables, and charts in OneDrive or SharePoint. Manipulate data ranges, create visualizations, manage tables, and streamline your spreadsheet workflows with AI-powered automation.

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Prerequisites

Before using the Microsoft Excel integration, ensure you have:
  • A CrewAI AMP account with an active subscription
  • A Microsoft 365 account with Excel and OneDrive/SharePoint access
  • Connected your Microsoft account through the Integrations page

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Setting Up Microsoft Excel Integration

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1. Connect Your Microsoft Account

  1. Navigate to CrewAI AMP Integrations
  2. Find Microsoft Excel in the Authentication Integrations section
  3. Click Connect and complete the OAuth flow
  4. Grant the necessary permissions for files and Excel workbook access
  5. Copy your Enterprise Token from Integration Settings

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2. Install Required Package

uv add crewai-tools

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Available Actions

Description: Create a new Excel workbook in OneDrive or SharePoint.Parameters:
  • file_path (string, required): Path where to create the workbook (e.g., ‘MyWorkbook.xlsx’)
  • worksheets (array, optional): Initial worksheets to create 
    [
  {
    "name": "Sheet1"
  },
  {
    "name": "Data"
  }
]
Description: Get all Excel workbooks from OneDrive or SharePoint.Parameters:
  • select (string, optional): Select specific properties to return
  • filter (string, optional): Filter results using OData syntax
  • expand (string, optional): Expand related resources inline
  • top (integer, optional): Number of items to return. Minimum: 1, Maximum: 999
  • orderby (string, optional): Order results by specified properties
Description: Get all worksheets in an Excel workbook.Parameters:
  • file_id (string, required): The ID of the Excel file
  • select (string, optional): Select specific properties to return (e.g., ‘id,name,position’)
  • filter (string, optional): Filter results using OData syntax
  • expand (string, optional): Expand related resources inline
  • top (integer, optional): Number of items to return. Minimum: 1, Maximum: 999
  • orderby (string, optional): Order results by specified properties
Description: Create a new worksheet in an Excel workbook.Parameters:
  • file_id (string, required): The ID of the Excel file
  • name (string, required): Name of the new worksheet
Description: Get data from a specific range in an Excel worksheet.Parameters:
  • file_id (string, required): The ID of the Excel file
  • worksheet_name (string, required): Name of the worksheet
  • range (string, required): Range address (e.g., ‘A1:C10’)
Description: Update data in a specific range in an Excel worksheet.Parameters:
  • file_id (string, required): The ID of the Excel file
  • worksheet_name (string, required): Name of the worksheet
  • range (string, required): Range address (e.g., ‘A1:C10’)
  • values (array, required): 2D array of values to set in the range 
    [
  ["Name", "Age", "City"],
  ["John", 30, "New York"],
  ["Jane", 25, "Los Angeles"]
]
Description: Create a table in an Excel worksheet.Parameters:
  • file_id (string, required): The ID of the Excel file
  • worksheet_name (string, required): Name of the worksheet
  • range (string, required): Range for the table (e.g., ‘A1:D10’)
  • has_headers (boolean, optional): Whether the first row contains headers. Default: true
Description: Get all tables in an Excel worksheet.Parameters:
  • file_id (string, required): The ID of the Excel file
  • worksheet_name (string, required): Name of the worksheet
Description: Add a new row to an Excel table.Parameters:
  • file_id (string, required): The ID of the Excel file
  • worksheet_name (string, required): Name of the worksheet
  • table_name (string, required): Name of the table
  • values (array, required): Array of values for the new row 
    ["John Doe", 35, "Manager", "Sales"]
Description: Create a chart in an Excel worksheet.Parameters:
  • file_id (string, required): The ID of the Excel file
  • worksheet_name (string, required): Name of the worksheet
  • chart_type (string, required): Type of chart (e.g., ‘ColumnClustered’, ‘Line’, ‘Pie’)
  • source_data (string, required): Range of data for the chart (e.g., ‘A1:B10’)
  • series_by (string, optional): How to interpret the data (‘Auto’, ‘Columns’, or ‘Rows’). Default: Auto
Description: Get the value of a single cell in an Excel worksheet.Parameters:
  • file_id (string, required): The ID of the Excel file
  • worksheet_name (string, required): Name of the worksheet
  • row (integer, required): Row number (0-based)
  • column (integer, required): Column number (0-based)
Description: Get the used range of an Excel worksheet (contains all data).Parameters:
  • file_id (string, required): The ID of the Excel file
  • worksheet_name (string, required): Name of the worksheet
Description: Get all charts in an Excel worksheet.Parameters:
  • file_id (string, required): The ID of the Excel file
  • worksheet_name (string, required): Name of the worksheet
Description: Delete a worksheet from an Excel workbook.Parameters:
  • file_id (string, required): The ID of the Excel file
  • worksheet_name (string, required): Name of the worksheet to delete
Description: Delete a table from an Excel worksheet.Parameters:
  • file_id (string, required): The ID of the Excel file
  • worksheet_name (string, required): Name of the worksheet
  • table_name (string, required): Name of the table to delete
Description: Get all named ranges in an Excel workbook.Parameters:
  • file_id (string, required): The ID of the Excel file

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Usage Examples

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Basic Excel Agent Setup

from crewai import Agent, Task, Crew

# Create an agent with Excel capabilities
excel_agent = Agent(
    role="Excel Data Manager",
    goal="Manage Excel workbooks and data efficiently",
    backstory="An AI assistant specialized in Excel data management and analysis.",
    apps=['microsoft_excel']  # All Excel actions will be available
)

# Task to create and populate a workbook
data_management_task = Task(
    description="Create a new sales report workbook with data analysis and charts",
    agent=excel_agent,
    expected_output="Excel workbook created with sales data, analysis, and visualizations"
)

# Run the task
crew = Crew(
    agents=[excel_agent],
    tasks=[data_management_task]
)

crew.kickoff()

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Data Analysis and Reporting

from crewai import Agent, Task, Crew

data_analyst = Agent(
    role="Data Analyst",
    goal="Analyze data in Excel and create comprehensive reports",
    backstory="An AI assistant that specializes in data analysis and Excel reporting.",
    apps=[
        'microsoft_excel/get_workbooks',
        'microsoft_excel/get_range_data',
        'microsoft_excel/create_chart',
        'microsoft_excel/add_table'
    ]
)

# Task to analyze existing data
analysis_task = Task(
    description="Analyze sales data in existing workbooks and create summary charts and tables",
    agent=data_analyst,
    expected_output="Data analyzed with summary charts and tables created"
)

crew = Crew(
    agents=[data_analyst],
    tasks=[analysis_task]
)

crew.kickoff()

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Workbook Creation and Structure

from crewai import Agent, Task, Crew

workbook_creator = Agent(
    role="Workbook Creator",
    goal="Create structured Excel workbooks with multiple worksheets and data organization",
    backstory="An AI assistant that creates well-organized Excel workbooks for various business needs.",
    apps=['microsoft_excel']
)

# Task to create structured workbooks
creation_task = Task(
    description="""
    1. Create a new quarterly report workbook
    2. Add multiple worksheets for different departments
    3. Create tables with headers for data organization
    4. Set up charts for key metrics visualization
    """,
    agent=workbook_creator,
    expected_output="Structured workbook created with multiple worksheets, tables, and charts"
)

crew = Crew(
    agents=[workbook_creator],
    tasks=[creation_task]
)

crew.kickoff()

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Data Manipulation and Updates

from crewai import Agent, Task, Crew

data_manipulator = Agent(
    role="Data Manipulator",
    goal="Update and manipulate data in Excel worksheets efficiently",
    backstory="An AI assistant that handles data updates, table management, and range operations.",
    apps=['microsoft_excel']
)

# Task to manipulate data
manipulation_task = Task(
    description="""
    1. Get data from existing worksheets
    2. Update specific ranges with new information
    3. Add new rows to existing tables
    4. Create additional charts based on updated data
    5. Organize data across multiple worksheets
    """,
    agent=data_manipulator,
    expected_output="Data updated across worksheets with new charts and organized structure"
)

crew = Crew(
    agents=[data_manipulator],
    tasks=[manipulation_task]
)

crew.kickoff()

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Advanced Excel Automation

from crewai import Agent, Task, Crew

excel_automator = Agent(
    role="Excel Automator",
    goal="Automate complex Excel workflows and data processing",
    backstory="An AI assistant that automates sophisticated Excel operations and data workflows.",
    apps=['microsoft_excel']
)

# Complex automation task
automation_task = Task(
    description="""
    1. Scan all Excel workbooks for specific data patterns
    2. Create consolidated reports from multiple workbooks
    3. Generate charts and tables for trend analysis
    4. Set up named ranges for easy data reference
    5. Create dashboard worksheets with key metrics
    6. Clean up unused worksheets and tables
    """,
    agent=excel_automator,
    expected_output="Automated Excel workflow completed with consolidated reports and dashboards"
)

crew = Crew(
    agents=[excel_automator],
    tasks=[automation_task]
)

crew.kickoff()

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Financial Modeling and Analysis

from crewai import Agent, Task, Crew

financial_modeler = Agent(
    role="Financial Modeler",
    goal="Create financial models and analysis in Excel",
    backstory="An AI assistant specialized in financial modeling and analysis using Excel.",
    apps=['microsoft_excel']
)

# Task for financial modeling
modeling_task = Task(
    description="""
    1. Create financial model workbooks with multiple scenarios
    2. Set up input tables for assumptions and variables
    3. Create calculation worksheets with formulas and logic
    4. Generate charts for financial projections and trends
    5. Add summary tables for key financial metrics
    6. Create sensitivity analysis tables
    """,
    agent=financial_modeler,
    expected_output="Financial model created with scenarios, calculations, and analysis charts"
)

crew = Crew(
    agents=[financial_modeler],
    tasks=[modeling_task]
)

crew.kickoff()

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Troubleshooting

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Common Issues

Permission Errors
  • Ensure your Microsoft account has appropriate permissions for Excel and OneDrive/SharePoint
  • Verify that the OAuth connection includes required scopes (Files.Read.All, Files.ReadWrite.All)
  • Check that you have access to the specific workbooks you’re trying to modify
File ID and Path Issues
  • Verify that file IDs are correct and files exist in your OneDrive or SharePoint
  • Ensure file paths are properly formatted when creating new workbooks
  • Check that workbook files have the correct .xlsx extension
Worksheet and Range Issues
  • Verify that worksheet names exist in the specified workbook
  • Ensure range addresses are properly formatted (e.g., ‘A1:C10’)
  • Check that ranges don’t exceed worksheet boundaries
Data Format Issues
  • Ensure data values are properly formatted for Excel (strings, numbers, integers)
  • Verify that 2D arrays for ranges have consistent row and column counts
  • Check that table data includes proper headers when has_headers is true
Chart Creation Issues
  • Verify that chart types are supported (ColumnClustered, Line, Pie, etc.)
  • Ensure source data ranges contain appropriate data for the chart type
  • Check that the source data range exists and contains data
Table Management Issues
  • Ensure table names are unique within worksheets
  • Verify that table ranges don’t overlap with existing tables
  • Check that new row data matches the table’s column structure
Cell and Range Operations
  • Verify that row and column indices are 0-based for cell operations
  • Ensure ranges contain data when using get_used_range
  • Check that named ranges exist before referencing them

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Getting Help

Need Help?

Contact our support team for assistance with Microsoft Excel integration setup or troubleshooting.
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