How to integrate Excel MCP with Claude Agent SDK

This guide walks you through connecting Excel to the Claude Agent SDK using the Composio tool router. By the end, you'll have a working Excel agent that can add sales data row to q2 table, create bar chart from revenue column, share this workbook with your manager through natural language commands. This guide will help you understand how to give your Claude Agent SDK agent real control over a Excel account through Composio's Excel MCP server. Before we dive in, let's take a quick look at the key ideas and tools involved.

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Microsoft Excel is a robust spreadsheet application for organizing, analyzing, and visualizing data. It's the go-to tool for calculations, reporting, and flexible data management.

54 Tools

Introduction

This guide walks you through connecting Excel to the Claude Agent SDK using the Composio tool router. By the end, you'll have a working Excel agent that can add sales data row to q2 table, create bar chart from revenue column, share this workbook with your manager through natural language commands.

This guide will help you understand how to give your Claude Agent SDK agent real control over a Excel account through Composio's Excel MCP server.

Before we dive in, let's take a quick look at the key ideas and tools involved.

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TL;DR

Here's what you'll learn:
  • Get and set up your Claude/Anthropic and Composio API keys
  • Install the necessary dependencies
  • Initialize Composio and create a Tool Router session for Excel
  • Configure an AI agent that can use Excel as a tool
  • Run a live chat session where you can ask the agent to perform Excel operations

What is Claude Agent SDK?

The Claude Agent SDK is Anthropic's official framework for building AI agents powered by Claude. It provides a streamlined interface for creating agents with MCP tool support and conversation management.

Key features include:

  • Native MCP Support: Built-in support for Model Context Protocol servers
  • Permission Modes: Control tool execution permissions
  • Streaming Responses: Real-time response streaming for interactive applications
  • Context Manager: Clean async context management for sessions

What is the Excel MCP server, and what's possible with it?

The Excel MCP server is an implementation of the Model Context Protocol that connects your AI agent and assistants like Claude, Cursor, etc directly to your Excel account. It provides structured and secure access to your spreadsheets, so your agent can perform actions like adding data, creating tables, managing worksheets, generating charts, and sharing workbooks on your behalf.

  • Automated data entry and updates: Let your agent add rows, columns, or clear specific ranges in any worksheet—keeping your data fresh, organized, and accurate.
  • Effortless table and worksheet management: Direct your agent to create tables, add new worksheets, or organize data structures for seamless tracking and reporting.
  • Dynamic chart generation: Have your agent visualize your data instantly by adding charts to any worksheet for quick insights and analysis.
  • Advanced filtering and sorting: Ask your agent to apply filters or custom sorts to tables, making it easy to focus on what matters most in your datasets.
  • Secure sharing and permission control: Empower your agent to grant access or update permissions on workbooks, ensuring your team can collaborate safely and efficiently.

What is the Composio tool router, and how does it fit here?

What is Composio SDK?

Composio's Composio SDK helps agents find the right tools for a task at runtime. You can plug in multiple toolkits (like Gmail, HubSpot, and GitHub), and the agent will identify the relevant app and action to complete multi-step workflows. This can reduce token usage and improve the reliability of tool calls. Read more here: Getting started with Composio SDK

The tool router generates a secure MCP URL that your agents can access to perform actions.

How the Composio SDK works

The Composio SDK follows a three-phase workflow:

  1. Discovery: Searches for tools matching your task and returns relevant toolkits with their details.
  2. Authentication: Checks for active connections. If missing, creates an auth config and returns a connection URL via Auth Link.
  3. Execution: Executes the action using the authenticated connection.

Step-by-step Guide

Step by step09 STEPS
1

Prerequisites

Before starting, make sure you have:
  • Composio API Key and Claude/Anthropic API Key
  • Primary know-how of Claude Agents SDK
  • A Excel account
  • Some knowledge of Python
2

Getting API Keys for Claude/Anthropic and Composio

Claude/Anthropic API Key
  • Go to the Anthropic Console and create an API key. You'll need credits to use the models.
  • Keep the API key safe.
Composio API Key
  • Log in to the Composio dashboard.
  • Navigate to your API settings and generate a new API key.
  • Store this key securely as you'll need it for authentication.
3

Install dependencies

npm install @anthropic-ai/claude-agent-sdk @composio/core dotenv

Install the Composio SDK and the Claude Agents SDK.

What's happening:

  • @composio/core provides Composio integration for Anthropic
  • @anthropic-ai/claude-agent-sdk is the core agent framework
  • dotenv/config loads environment variables
4

Set up environment variables

bash
COMPOSIO_API_KEY=your_composio_api_key_here
USER_ID=your_user_id_here
ANTHROPIC_API_KEY=your_anthropic_api_key_here

Create a .env file in your project root.

What's happening:

  • COMPOSIO_API_KEY authenticates with Composio
  • USER_ID identifies the user for session management
  • ANTHROPIC_API_KEY authenticates with Anthropic/Claude
5

Import dependencies

import 'dotenv/config';
import readline from 'node:readline';
import { Composio } from '@composio/core';
import { query, type Options } from "@anthropic-ai/claude-agent-sdk";

dotenv.config();
What's happening:
  • We're importing all necessary libraries including the Claude Agent SDK and Composio
  • The dotenv.config() function loads environment variables from your .env file
  • This setup prepares the foundation for connecting Claude with Excel functionality
6

Create a Composio instance and Tool Router session

async function chat() {
  const { COMPOSIO_API_KEY, USER_ID } = process.env;
  if (!COMPOSIO_API_KEY || !USER_ID) {
    throw new Error('COMPOSIO_API_KEY and USER_ID required in .env');
  }

  const composio = new Composio({ apiKey: COMPOSIO_API_KEY });

  // Create Tool Router session for Excel
  const session = await composio.create(USER_ID, {
    toolkits: ['excel'],
  });
  const mcpUrl = session?.mcp.url;
What's happening:
  • The function checks for the required COMPOSIO_API_KEY environment variable
  • We're creating a Composio instance using our API key
  • The create method creates a Tool Router session for Excel
  • The returned url is the MCP server URL that your agent will use
7

Configure Claude Agent with MCP

const options: Options = {
  permissionMode: 'bypassPermissions',
  mcpServers: {
    composio: {
      type: 'http',
      url: mcpUrl,
      headers: { 'x-api-key': COMPOSIO_API_KEY }
    }
  },
  systemPrompt: 'You are a helpful assistant with access to Excel tools via Composio.',
  maxTurns: 10,
};
What's happening:
  • We're configuring the Claude Agent options with the MCP server URL
  • permissionMode: 'bypassPermissions' allows the agent to execute operations without asking for permission each time
  • The system prompt instructs the agent that it has access to Excel
  • maxTurns: 10 limits the conversation length to prevent excessive API usage
8

Create client and start chat loop

const rl = readline.createInterface({
    input: process.stdin,
    output: process.stdout,
    prompt: 'You: '
  });

  console.log('\nChat started. Type "exit" to quit.\n');

  let isProcessing = false;

  async function ask(prompt: string) {
    isProcessing = true;
    rl.pause();

    process.stdout.write('Claude is thinking...');
    const stream = query({ prompt, options });

    let firstChunk = true;
    for await (const msg of stream) {
      const content = (msg as any).message?.content || (msg as any).content;
      if (Array.isArray(content)) {
        for (const block of content) {
          if (block.type === 'text' && block.text) {
            if (firstChunk) {
              process.stdout.write('\r\x1b[K');
              process.stdout.write('Claude: ');
              firstChunk = false;
            }
            process.stdout.write(block.text);
          }
        }
      }
    }
    process.stdout.write('\n\n');

    isProcessing = false;
    rl.resume();
    rl.prompt();
  }

  rl.on('line', async (line) => {
    if (isProcessing) return;

    const input = line.trim();
    if (input === 'exit') {
      rl.close();
      process.exit(0);
    }
    if (input) await ask(input);
    else rl.prompt();
  });

  await ask('What can you help me with?');
}
What's happening:
  • The readline interface is created to handle user input and output
  • The query function is used to send the user's input to the agent
  • The chat loop continues until the user types 'exit' or 'quit'
9

Run the application

try {
  await chat();
} catch (error) {
  console.error(error);
  process.exit(1);
}
What's happening:
  • The chat function is the entry point for the application
  • The try-catch block is used to handle any errors that occur

Complete Code

Here's the complete code to get you started with Excel and Claude Agent SDK:

import 'dotenv/config';
import readline from 'node:readline';
import { Composio } from '@composio/core';
import { query, type Options } from "@anthropic-ai/claude-agent-sdk";

async function chat() {
  const { COMPOSIO_API_KEY, USER_ID } = process.env;
  if (!COMPOSIO_API_KEY || !USER_ID) {
    throw new Error('COMPOSIO_API_KEY and USER_ID required in .env');
  }

  const composio = new Composio({ apiKey: COMPOSIO_API_KEY });
  const session = await composio.create(USER_ID, {
    toolkits: ['excel']
  });
  const mcp_url = session?.mcp.url;

  const options: Options = {
    permissionMode: 'bypassPermissions',
    mcpServers: {
      composio: {
        type: 'http',
        url: mcp_url,
        headers: { 'x-api-key': COMPOSIO_API_KEY }
      }
    },
    systemPrompt: 'You are a helpful assistant with access to Excel tools via Composio.',
    maxTurns: 10,
  };

  const rl = readline.createInterface({
    input: process.stdin,
    output: process.stdout,
    prompt: 'You: '
  });

  console.log('\nChat started. Type "exit" to quit.\n');

  let isProcessing = false;

  async function ask(prompt: string) {
    isProcessing = true;
    rl.pause();

    process.stdout.write('Claude is thinking...');
    const stream = query({ prompt, options });

    let firstChunk = true;
    for await (const msg of stream) {
      const content = (msg as any).message?.content || (msg as any).content;
      if (Array.isArray(content)) {
        for (const block of content) {
          if (block.type === 'text' && block.text) {
            if (firstChunk) {
              process.stdout.write('\r\x1b[K');
              process.stdout.write('Claude: ');
              firstChunk = false;
            }
            process.stdout.write(block.text);
          }
        }
      }
    }
    process.stdout.write('\n\n');

    isProcessing = false;
    rl.resume();
    rl.prompt();
  }

  rl.on('line', async (line) => {
    if (isProcessing) return;

    const input = line.trim();
    if (input === 'exit') {
      rl.close();
      process.exit(0);
    }
    if (input) await ask(input);
    else rl.prompt();
  });

  await ask('What can you help me with?');
}

try {
  await chat();
} catch (error) {
  console.error(error);
  process.exit(1);
}

Conclusion

You've successfully built a Claude Agent SDK agent that can interact with Excel through Composio's Tool Router.

Key features:

  • Native MCP support through Claude's agent framework
  • Streaming responses for real-time interaction
  • Permission bypass for smooth automated workflows
You can extend this by adding more toolkits, implementing custom business logic, or building a web interface around the agent.
TOOLS

Supported Tools

Every Excel action and event your agent gets out of the box.

Add Chart

Add a chart to a worksheet using Microsoft Graph API.

Add SharePoint Worksheet

Add a new worksheet to a SharePoint Excel workbook using Microsoft Graph Sites API.

Add Table

Create a new table in a worksheet using the Microsoft Graph API.

Add Table Column

Add a column to a table using Microsoft Graph API.

Add Table Row

Add a row to a table using Microsoft Graph API.

Add Workbook Permission

Tool to grant access to a workbook via invite.

Add Worksheet

Add a new worksheet to an Excel workbook using Microsoft Graph API.

Apply Table Filter

Apply a filter to a table column using Microsoft Graph API.

Apply Table Sort

Apply a sort to a table using Microsoft Graph API.

Clear Range

Tool to clear values, formats, or contents in a specified worksheet range.

Clear Table Filter

Clear a filter from a table column using Microsoft Graph API.

Close Excel Session

Tool to close an existing Excel workbook session.

Convert Table To Range

Convert a table to a range using Microsoft Graph API.

Create Workbook

Tool to create a new Excel workbook file at a specified drive path.

Delete Table Column

Delete a column from a table using Microsoft Graph API.

Delete Table Row

Delete a row from a table using Microsoft Graph API.

Delete Worksheet

Tool to delete a worksheet from the workbook.

Export Workbook to PDF

Tool to export an Excel workbook to PDF via Microsoft Graph's format conversion.

Get Chart Axis

Tool to retrieve a specific axis from a chart.

Get Chart Data Labels

Tool to retrieve the data labels object of a chart.

Get Chart Legend

Tool to retrieve the legend object of a chart.

Get Range

Get a range from a worksheet using Microsoft Graph API.

Create Excel Session

Create a session for an Excel workbook using Microsoft Graph API.

Get SharePoint Range

Get a range from a worksheet in SharePoint using Microsoft Graph Sites API.

Get SharePoint Worksheet

Get a worksheet by name or ID from a SharePoint Excel workbook using Microsoft Graph Sites API.

Get table column

Tool to retrieve a specific column from a workbook table.

Get workbook

Tool to retrieve the properties and relationships of a workbook.

Get Worksheet

Get a worksheet by name or ID from an Excel workbook using Microsoft Graph API.

Get Worksheet Used Range

Tool to retrieve a worksheet's used range (active data region) without specifying a fixed range address.

Insert Range

Tool to insert a new cell range into a worksheet, shifting existing cells down or right.

List Charts

List charts in a worksheet using Microsoft Graph API.

List Chart Series

Tool to list all data series in a chart.

List Comments

Tool to list comments in an Excel workbook.

List Drive Item Children

Tool to list immediate children (files/folders) of a folder DriveItem using driveId and itemId.

List Drive Files

List files and folders in a drive root or specified path.

List Named Items

List named items in a workbook using Microsoft Graph API.

List SharePoint Tables

List tables in a SharePoint worksheet using Microsoft Graph Sites API.

List SharePoint Worksheets

List worksheets in an Excel workbook stored in SharePoint using Microsoft Graph Sites API.

List Table Columns

List columns in a table using Microsoft Graph API.

List Table Rows

List rows in a table using Microsoft Graph API.

List Tables

List tables in a worksheet using Microsoft Graph API.

List Workbook Permissions

Tool to list permissions set on the workbook file.

List Worksheets

List worksheets in an Excel workbook using Microsoft Graph API.

Merge Cells

Merge cells in a worksheet range using Microsoft Graph API.

Protect Worksheet

Tool to protect a worksheet using optional protection options.

Search Drive Files

Tool to search OneDrive drive items by query to discover Excel workbook IDs.

Sort Range

Sort a range in a worksheet using Microsoft Graph API.

Update Chart

Update a chart in a worksheet using Microsoft Graph API.

Update Chart Legend

Tool to update formatting or position of a chart legend.

Update Range

Update a range in a worksheet using Microsoft Graph API.

Update SharePoint Range

Update a range in a SharePoint worksheet using Microsoft Graph Sites API.

Update Table

Update a table in a workbook using Microsoft Graph API.

Update Worksheet

Update worksheet properties (name, position) in an Excel workbook using Microsoft Graph API.

Upload Workbook from URL

Tool to upload an external Excel file from a URL into OneDrive/SharePoint.

FAQ

Frequently asked questions

With a standalone Excel MCP server, the agents and LLMs can only access a fixed set of Excel tools tied to that server. However, with the Composio Tool Router, agents can dynamically load tools from Excel and many other apps based on the task at hand, all through a single MCP endpoint.

Yes, you can. Claude Agent SDK fully supports MCP integration. You get structured tool calling, message history handling, and model orchestration while Tool Router takes care of discovering and serving the right Excel tools.

Yes, absolutely. You can configure which Excel scopes and actions are allowed when connecting your account to Composio. You can also bring your own OAuth credentials or API configuration so you keep full control over what the agent can do.

All sensitive data such as tokens, keys, and configuration is fully encrypted at rest and in transit. Composio is SOC 2 Type 2 compliant and follows strict security practices so your Excel data and credentials are handled as safely as possible.

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