Hosted MCP Server for Microsoft Excel

Set Up Your Microsoft Excel Environment

Authenticate with Microsoft Excel

1. Access FlowHunt: Log in to your FlowHunt.io dashboard .

2. Navigate to Integrations: Find the “Integrations” section in the left sidebar.

3. Select Microsoft Excel: Click on the Microsoft Excel integration option to begin the setup process.

   

4. Integrate with Microsoft Excel: Click Integrate and sign in with your Microsoft account to authenticate and grant FlowHunt access to your Microsoft Excel data.

   • Complete the sign-in process by following the prompts to authorize FlowHunt.

   

💡 Pro Tip: Ensure you use a Microsoft account with access to the Excel workbooks you want to integrate. Store any authentication credentials securely and avoid sharing them publicly.

Deploy the Microsoft Excel MCP Server

Add the MCP Server

1. Navigate to MCP Servers: Go to the “MCP Servers” tab in your FlowHunt dashboard.

2. Add New Server: Click “Add New MCP Server”.

3. Select Microsoft Excel: Choose “Microsoft Excel MCP Server” from the available options.

4. Configure Server Tools: Select the tools you want to enable for your MCP server.

   

   MCP INTEGRATION

   The following tools are available as part of the Microsoft Excel MCP integration:

   list_workbooks

   List available Excel workbooks from OneDrive to manage or organize spreadsheet data.

   list_worksheets

   List worksheets in an Excel workbook to navigate or manage sheet content.

   get_range

   Get data from a specific range in a worksheet for analysis or processing.

   update_range

   Update data in a specific range in a worksheet with new values.

   create_worksheet

   Create a new worksheet in an Excel workbook to organize data.

   delete_worksheet

   Delete a worksheet from an Excel workbook to remove unnecessary sheets.

   apply_formula

   Apply a formula to a cell or range in a worksheet for automated calculations.

   get_chart_data

   Get chart data from a worksheet for visualization or reporting.

   create_chart

   Create a new chart in a worksheet to visualize data.

   export_as_pdf

   Export a worksheet or workbook as a PDF for sharing or archiving.

📝 Note: You can modify or add tools later based on your evolving automation needs.

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Connect MCP Server to Client

Configure the MCP Client

1. Access MCP Tab: Navigate to the “MCP” tab in your FlowHunt Dashboard.
2. Choose Client: Select your preferred MCP server:
   • (List of the created MCP servers)

     

3. Navigate to Connect Tab: Copy the JSON Configuration.

{
  "mcp": {
    "transport": "streamable_http",
    "url": "https://mcp.flowhunt.io/••••••••"
  }
}

Create AI-Powered Workflows

Option A: Quick Start with Preconfigured Flow

Best for: Getting started quickly with proven automation patterns

1. Generate Flow: In your MCP Server configuration, click “Create Preconfigured Flow”.

2. Select Template: Choose “AI Agent with MCP” to create a ready-to-use workflow.

   

3. Customize Logic: Use FlowHunt’s visual flow builder to tailor the automation:

   • Set up event creation for automated meeting scheduling.
   • Configure automatic event updates for schedule changes.
   • Implement event searches for quick calendar lookups.
   • Create automated reminders for upcoming events.

4. Activate: Save and activate your flow to begin automated operations.

Option B: Custom Integration

Best for: Specific automation requirements or existing workflow enhancement

1. Create/Edit Flow: Open FlowHunt’s flow builder and start with a new or existing flow.
2. Add MCP Component: Drag the “MCP Server Component” onto your canvas.
3. Configure Connection: Paste your MCP client configuration:

{
  "mcp": {
    "transport": "streamable_http",
    "url": "https://mcp.flowhunt.io/••••••••"
  }
}

4. Design Workflow: Create custom logic that leverages the MCP server tools:

   • List calendar events for schedule analysis.
   • Create events for automated task scheduling.
   • Update event details based on external triggers.
   • Delete outdated events to keep calendars clean.

   

5. Deploy: Save your configuration and activate the flow.

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List of Prompts

Here are practical examples demonstrating how to use the Microsoft Excel MCP Server with your AI agents. These prompts showcase real-world spreadsheet and data management scenarios:

Workbook and Worksheet Management

List all Excel workbooks stored in my OneDrive

Show me all worksheets in the 'Q4 Financial Report' workbook

Create a new worksheet called 'Monthly Expenses' in the 'Budget 2024' workbook

Delete the 'Draft Data' worksheet from the 'Project Analysis' workbook

Data Reading and Analysis

Get the data from cells A1 to E10 in the 'Sales Data' worksheet

Read all values from the 'Revenue' column in the 'Financial Summary' sheet

Show me the contents of the first row in the 'Customer Database' worksheet

Extract all data from the 'Q1 Results' range in my quarterly report workbook

Data Updates and Modifications

Update cell B5 in the 'Inventory' worksheet to show quantity as 150

Change the values in range C2:C10 in the 'Employee List' sheet with the new salary data

Fill cells A1 to A5 with the product names: Laptop, Mouse, Keyboard, Monitor, Headset

Formula Applications

Apply a SUM formula to cell E15 to total all values in the range E2:E14

Create an AVERAGE formula in cell D20 to calculate the average of cells D5 through D19

Add a formula to calculate the profit margin by dividing revenue by costs in the 'Financial Analysis' sheet

Charts and Visualization

Get the chart data from the 'Sales Trends' chart in my quarterly report

Create a bar chart in the 'Monthly Sales' worksheet showing product categories vs revenue

Generate a pie chart in the 'Budget Overview' sheet to visualize expense distribution

Export and Sharing

Export the 'Annual Report' worksheet as a PDF for sharing with stakeholders

Convert the entire 'Q4 Summary' workbook to PDF format

Export the 'Financial Dashboard' sheet as a PDF for the board meeting

Batch Operations

Create three new worksheets named 'January', 'February', and 'March' in the '2024 Sales' workbook

Update multiple cells in the pricing sheet: A1 to 100, B1 to 200, C1 to 300

These prompts demonstrate how Microsoft Excel MCP integration enables streamlined data management workflows, from reading and analyzing spreadsheet data to creating charts and automating complex calculations.

Conclusion

Integrating Microsoft Excel MCP Server with FlowHunt.io creates a powerful foundation for intelligent data automation. Whether you’re streamlining spreadsheet management, automating data analysis, or enhancing reporting workflows, this integration empowers your AI agents to work seamlessly with your critical Excel data.

Start with a simple automation and gradually expand your workflows as you become more comfortable with the platform. The combination of Microsoft Excel’s robust scheduling capabilities and FlowHunt’s AI-driven automation will transform how you manage your time and tasks.

Ready to get started? Begin your integration today and unlock the full potential of AI-powered scheduling automation!