Excel

Connect Excel so your agents can work in your Excel account. You choose an access level for each account, and Squad refuses any agent action outside that level.

Access levels

Each Excel account has an access level: Read-only and Full access. Squad refuses any agent action outside that level. You can also narrow or block single agents under Per-agent access.

Level	The connect window describes this level as	Actions agents can use
Read-only	”Read your Excel workbooks. Cannot edit.”	26 of 55
Full access (recommended)	“Read, edit, create, and delete Excel workbooks.”	55 of 55

Full access is the recommended level. The connect window selects it for you, and you can choose another level. The Excel sign-in page asks you to approve full access to your account. This is expected. Squad does not narrow the sign-in. It checks every agent action against the level you chose, and it refuses actions outside that level.

What agents can do at each level

Each level opens with a short summary in plain tasks, then lists every action it adds, grouped by what the action works on. You do not need to name actions. Ask in plain words, and the agent searches for the matching action.

Find an action. Open a level and use your browser’s find (Ctrl+F, or Cmd+F on a Mac) with a word from the task or part of a slug. Or ask your agent in plain words, for example “What can you do in my Excel account?” The agent can search the Excel actions for you.

Each action shows its name, a one-line description where the Excel action catalog has one, and its slug. The slug is the ID that agents use when they call the action.

Read-only

Agents can use 26 of the 55 Excel actions at this level:

View worksheets
View cell values
View columns
View and search files
View tables
View account details
View charts
View comments
View items
View labels
View roles and permissions
View rows

All 26 actions at this level:

Works on	Action	What it does	Slug
Account details	Who am I		`EXCEL_WHO_AM_I`
Cell values	Get range	Get a range from a worksheet using Microsoft Graph API.	`EXCEL_GET_RANGE`
	Get SharePoint range	Get a range from a worksheet in SharePoint using Microsoft Graph Sites API.	`EXCEL_GET_SHAREPOINT_RANGE`
	Get worksheet used range	Retrieve a worksheet’s used range (active data region) without specifying a fixed range address.	`EXCEL_GET_WORKSHEET_USED_RANGE`
Charts	Get chart axis	Retrieve a specific axis from a chart.	`EXCEL_GET_CHART_AXIS`
	Get chart legend	Retrieve the legend object of a chart.	`EXCEL_GET_CHART_LEGEND`
	List chart series	List all data series in a chart.	`EXCEL_LIST_CHART_SERIES`
	List charts	List charts in a worksheet using Microsoft Graph API.	`EXCEL_LIST_CHARTS`
Columns	Get table column	Retrieve a specific column from a workbook table.	`EXCEL_GET_TABLE_COLUMN`
	List table columns	List columns in a table using Microsoft Graph API.	`EXCEL_LIST_TABLE_COLUMNS`
Comments	List comments	List comments in an Excel workbook.	`EXCEL_LIST_COMMENTS`
Files	List files	List files and folders in a drive root or specified path.	`EXCEL_LIST_FILES`
	Search files	Search OneDrive drive items by query to discover Excel workbook IDs.	`EXCEL_SEARCH_FILES`
Items	List drive item children	List immediate children (files/folders) of a folder DriveItem using driveId and itemId.	`EXCEL_LIST_DRIVE_ITEM_CHILDREN`
	List named items	List named items in a workbook using Microsoft Graph API.	`EXCEL_LIST_NAMED_ITEMS`
Labels	Get chart data labels	Retrieve the data labels object of a chart.	`EXCEL_GET_CHART_DATA_LABELS`
Roles and permissions	List workbook permissions	List permissions set on the workbook file.	`EXCEL_LIST_WORKBOOK_PERMISSIONS`
Rows	List table rows	List rows in a table using Microsoft Graph API.	`EXCEL_LIST_TABLE_ROWS`
Sessions	Get session	Create a session for an Excel workbook using Microsoft Graph API.	`EXCEL_GET_SESSION`
Tables	List SharePoint tables	List tables in a SharePoint worksheet using Microsoft Graph Sites API.	`EXCEL_LIST_SHAREPOINT_TABLES`
	List tables	List tables in a worksheet using Microsoft Graph API.	`EXCEL_LIST_TABLES`
Workbooks	Get workbook	Retrieve the properties and relationships of a workbook.	`EXCEL_GET_WORKBOOK`
Worksheets	Get SharePoint worksheet	Get a worksheet by name or ID from a SharePoint Excel workbook using Microsoft Graph Sites API.	`EXCEL_GET_SHAREPOINT_WORKSHEET`
	Get worksheet	Get a worksheet by name or ID from an Excel workbook using Microsoft Graph API.	`EXCEL_GET_WORKSHEET`
	List SharePoint worksheets	List worksheets in an Excel workbook stored in SharePoint using Microsoft Graph Sites API.	`EXCEL_LIST_SHAREPOINT_WORKSHEETS`
	List worksheets	List worksheets in an Excel workbook using Microsoft Graph API.	`EXCEL_LIST_WORKSHEETS`

Full access (recommended)

Agents can use 55 of the 55 Excel actions at this level: everything in Read-only, plus:

Create, update, and delete cell values
Create, update, and delete worksheets
Create and update tables
Create and update charts
Create and delete columns
Update and delete filters
Create and delete rows
Create workbooks
Create roles and permissions
Update sessions

The 29 actions that this level adds to Read-only:

Works on	Action	What it does	Slug
Cell values	Clear range	Clear values, formats, or contents in a specified worksheet range.	`EXCEL_CLEAR_RANGE`
	Insert range	Insert a new cell range into a worksheet, shifting existing cells down or right.	`EXCEL_INSERT_RANGE`
	Merge cells	Merge cells in a worksheet range using Microsoft Graph API.	`EXCEL_MERGE_CELLS`
	Sort range	Sort a range in a worksheet using Microsoft Graph API.	`EXCEL_SORT_RANGE`
	Update range	Update a range in a worksheet using Microsoft Graph API.	`EXCEL_UPDATE_RANGE`
	Update SharePoint range	Update a range in a SharePoint worksheet using Microsoft Graph Sites API.	`EXCEL_UPDATE_SHAREPOINT_RANGE`
Charts	Add chart	Add a chart to a worksheet using Microsoft Graph API.	`EXCEL_ADD_CHART`
	Update chart	Update a chart in a worksheet using Microsoft Graph API.	`EXCEL_UPDATE_CHART`
	Update chart legend	Update formatting or position of a chart legend.	`EXCEL_UPDATE_CHART_LEGEND`
Columns	Add table column	Add a column to a table using Microsoft Graph API.	`EXCEL_ADD_TABLE_COLUMN`
	Delete table column	Delete a column from a table using Microsoft Graph API.	`EXCEL_DELETE_TABLE_COLUMN`
Filters	Apply table filter	Apply a filter to a table column using Microsoft Graph API.	`EXCEL_APPLY_TABLE_FILTER`
	Clear table filter	Clear a filter from a table column using Microsoft Graph API.	`EXCEL_CLEAR_TABLE_FILTER`
Roles and permissions	Add workbook permission	Grant access to a workbook via invite.	`EXCEL_ADD_WORKBOOK_PERMISSION`
Rows	Add table row	Add a row to a table using Microsoft Graph API.	`EXCEL_ADD_TABLE_ROW`
	Delete table row	Delete a row from a table using Microsoft Graph API.	`EXCEL_DELETE_TABLE_ROW`
Sessions	Close session	Close an existing Excel workbook session.	`EXCEL_CLOSE_SESSION`
Tables	Add table	Create a new table in a worksheet using the Microsoft Graph API.	`EXCEL_ADD_TABLE`
	Apply table sort	Apply a sort to a table using Microsoft Graph API.	`EXCEL_APPLY_TABLE_SORT`
	Convert table to range	Convert a table to a range using Microsoft Graph API.	`EXCEL_CONVERT_TABLE_TO_RANGE`
	Update table	Update a table in a workbook using Microsoft Graph API.	`EXCEL_UPDATE_TABLE`
Workbooks	Create workbook	Create a new Excel workbook file at a specified drive path.	`EXCEL_CREATE_WORKBOOK`
	Export workbook to PDF	Export an Excel workbook to PDF via Microsoft Graph’s format conversion.	`EXCEL_EXPORT_WORKBOOK_TO_PDF`
	Upload workbook	Upload an external Excel file from a URL into OneDrive/SharePoint.	`EXCEL_UPLOAD_WORKBOOK`
Worksheets	Add SharePoint worksheet	Add a new worksheet to a SharePoint Excel workbook using Microsoft Graph Sites API.	`EXCEL_ADD_SHAREPOINT_WORKSHEET`
	Add worksheet	Add a new worksheet to an Excel workbook using Microsoft Graph API.	`EXCEL_ADD_WORKSHEET`
	Delete worksheet	Delete a worksheet from the workbook.	`EXCEL_DELETE_WORKSHEET`
	Protect worksheet	Protect a worksheet using optional protection options.	`EXCEL_PROTECT_WORKSHEET`
	Update worksheet	Update worksheet properties (name, position) in an Excel workbook using Microsoft Graph API.	`EXCEL_UPDATE_WORKSHEET`

Connect Excel

Before you start:

You need an Excel account that you can sign in to.
Your Squad subscription must be active. Squad does not connect apps while the subscription is not active.

Open Integrations

Open Settings > Integrations.

Add an integration

On the Connected apps tab, click + Add integration.

Find Excel

Find Excel in the catalog and click it. You can type the name in Search the catalog….

Choose an access level

Under Default scope, choose an access level. This level applies to every agent.

Click Connect Excel

Click Connect Excel. The Excel sign-in page opens in a new tab.

Check that it works: Excel shows under YOUR CONNECTIONS, with a row for the account and its access level.

Change the access level

Under YOUR CONNECTIONS, find the Excel account.
Open the account menu (⋯) and click Manage scope.
Under Default scope, choose the new level.
Click Save access.

The change does not need a new sign-in. Agents get the new level from their next call.

Set access for one agent

Every agent uses the account’s level unless you set something else for it. You can narrow one agent to a lower level, or block it.

Under YOUR CONNECTIONS, open the account menu (⋯) on the Excel account.
Click Manage scope.
Under Per-agent access, find the agent.
Choose the Default option to follow the account’s level, choose a lower level, or choose No access.
Click Save access.

An agent never gets more than the account’s level, even if you choose a higher level for it. Changes apply from the agent’s next call. An agent with No access does not see the account.

Use more than one Excel account

Click + Account on the Excel card to connect another account. Agents use the primary account unless they are asked to use a specific one.

After you click + Account, follow the connect steps above.
Each account has its own access level.
The first account you connect becomes the primary account. It shows ★ PRIMARY.
To change the primary account, open the account menu (⋯) and click Make primary.
To tell accounts apart, open the account menu (⋯) and click Rename.

Reconnect or disconnect

Reconnect when the connection has expired, or when you need to change what the account can reach on the Excel side:

Open the account menu (⋯) and click Reconnect.
Click Reauthorize on Excel.
Sign in to Excel and approve the request.

Reconnect signs in to the same account again. It does not add a second connection. Open the account menu (⋯) on the Excel account and click Disconnect. Agents lose access to that account at once.

Disconnect acts at once, with no confirmation step. If it was the primary account, another connected Excel account becomes primary.

Costs

Excel actions do not use Squad credits. Connected apps never use credits. For what does use credits, see What Squad costs.

Troubleshooting

An agent reports that an action is not allowed on this account.

Cause: the action is outside the account’s access level, or outside the level you set for that agent.
Fix: choose a higher level in Manage scope, or change the agent’s row under Per-agent access.

An agent says it has no access to Excel, or it does not see the account.

Cause: the agent is set to No access under Per-agent access, or the account is not connected.
Fix: open Manage scope and change the agent’s row. If the account is missing, connect it again.

Connecting or saving fails with “Your subscription isn’t active.”

Cause: your Squad subscription is not active.
Fix: resubscribe. See Manage your subscription.

An agent says the Excel connection has expired.

Cause: the sign-in for that account is no longer valid.
Fix: use Reconnect on the account.

Common questions

Can I limit what agents can do in Excel?

Each Excel account has an access level: Read-only and Full access. Squad refuses any agent action outside that level. You can also narrow or block single agents under Per-agent access.

Can I connect more than one Excel account?

Click + Account on the Excel card to connect another account. Agents use the primary account unless they are asked to use a specific one.

How do I disconnect Excel?

Open the account menu (⋯) on the Excel account and click Disconnect. Agents lose access to that account at once.

Connect apps

Add an MCP server or an API key

Use this when an action you need is not in this app.

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Access levels

What agents can do at each level

Connect Excel

Change the access level

Set access for one agent

Use more than one Excel account

Reconnect or disconnect

Costs

Troubleshooting

Common questions

Connect apps

Add an MCP server or an API key

​Access levels

​What agents can do at each level

​Connect Excel

​Change the access level

​Set access for one agent

​Use more than one Excel account

​Reconnect or disconnect

​Costs

​Troubleshooting

​Common questions

​Related pages

Connect apps

Add an MCP server or an API key

Access levels

What agents can do at each level

Connect Excel

Change the access level

Set access for one agent

Use more than one Excel account

Reconnect or disconnect

Costs

Troubleshooting

Common questions

Related pages