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Stefan Broenner 37aa032503 Docs site: task guides, LLM discoverability layer, and published reference corpus (#769) 
* docs: improve discovery and documentation UX

Restructure feature documentation around canonical category pages, improve GitHub Pages navigation and SEO, and align contributor guidance with the canonical-first model.

Co-authored-by: Copilot App <223556219+Copilot@users.noreply.github.com>
Copilot-Session: f3240d8f-e245-4dfb-a1f5-79373ca1ca1f

* docs: add release note

Document the user-visible discovery and documentation navigation improvements.

Co-authored-by: Copilot App <223556219+Copilot@users.noreply.github.com>
Copilot-Session: f3240d8f-e245-4dfb-a1f5-79373ca1ca1f

* docs: complete site SEO improvements

Co-authored-by: Copilot App <223556219+Copilot@users.noreply.github.com>

Copilot-Session: f3240d8f-e245-4dfb-a1f5-79373ca1ca1f

* docs: add task guides, LLM discoverability layer, and skills reference to site

Intent-matching content (docs/guides/):
- Five canonical task guides built from verified material: refresh Power
  Query, automate PivotTables, query the Data Model with DAX, run VBA
  macros, and COM automation vs. file-parser libraries
- Guides hub index, Guides nav section, cross-links from feature docs,
  FEATURES.md, home page and troubleshooting

Machine-readable layer for AI assistants (gh-pages/hooks.py):
- /llms.txt (llmstxt.org format) and /llms-full.txt, generated from the
  resolved MkDocs nav so they cannot go stale
- Markdown mirror of every page, advertised via rel=alternate
- /tools.json derived from canonical feature docs, build fails on count
  mismatch with FEATURES.md
- FAQPage JSON-LD generated from existing question admonitions
- Explicit AI-crawler allow policy in robots.txt

Reference corpus (skills/shared/ -> /reference/):
- Publish all 24 expert files as a nav-grouped Reference section
- Fix stray outer code fences in conditionalformat, pivottable and
  slicer that also rendered wrong inside the shipped skill packages

Distribution metadata:
- Correct stale tool/operation counts in mcpb/manifest.json and the CLI
  package description
- Point NuGet PackageProjectUrl and .mcp/server.json at the docs site
- Extend check-doc-counts.ps1 to guard both, so this cannot recur

Validation:
- New gh-pages/audit_site.py gate (canonicals, metadata completeness,
  single H1, image dimensions, internal links, sitemap, llms outputs,
  mirror cleanliness, tools.json counts, robots policy) wired into the
  Pages deploy workflow, keeping the docs-only pre-commit path fast

Co-authored-by: Copilot App <223556219+Copilot@users.noreply.github.com>
Copilot-Session: f3240d8f-e245-4dfb-a1f5-79373ca1ca1f

* docs: fix marketplace extension identifier and security PoC command

The publisher guide linked to itemName=sbroenne.excelmcp, but the
extension is published as sbroenne.excel-mcp (14 other references in
the repo already use the correct form), so both links 404.

The SECURITY.md path-traversal example invoked 'powerquery export',
which is not a command. Replaced with 'powerquery view', which does
take a file path and so actually illustrates the class of issue.

Co-authored-by: Copilot App <223556219+Copilot@users.noreply.github.com>
Copilot-Session: f3240d8f-e245-4dfb-a1f5-79373ca1ca1f

---------

Co-authored-by: Copilot App <223556219+Copilot@users.noreply.github.com>
Copilot-Session: f3240d8f-e245-4dfb-a1f5-79373ca1ca1f
2026-08-15 12:25:52 +02:00

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Installation Guide - ExcelMcp

ExcelMcp ships two equal entry points — the MCP Server for AI assistants and the CLI for scripting, RPA, and CI/CD. Pick the guide that matches how you'll use it (or read both, they're independent):

Guide Best For
📖 Installing the MCP Server AI assistants — GitHub Copilot, Claude Desktop, Cursor, Windsurf, and any other MCP client
📖 Installing the CLI Scripting, RPA, CI/CD pipelines, and coding agents that prefer a token-efficient single tool

Both require Windows OS and Microsoft Excel 2016+ — no .NET runtime needed for the standalone exe distributions.

Tip: The VS Code Extension bundles the MCP Server only (install the CLI separately if you need it for scripting). The GitHub Copilot plugins are separate — install excel-mcp and/or excel-cli depending on which entry point you need — see the MCP Server guide's Quick Start for the one-click paths.

Agent Skills Installation (Cross-Platform)

Best for: Adding AI guidance to coding agents (Copilot, Cursor, Windsurf, Claude Code, Gemini, Codex, etc.)

The VS Code extension auto-installs the excel-mcp skill only. Plugins and skills are different things: plugins are packaged surface integrations, while skills are reusable AI guidance. For the excel-cli skill, or for environments where you want skills directly, use the commands below:

# CLI skill (for coding agents - token-efficient workflows)
npx skills add sbroenne/mcp-server-excel --skill excel-cli

# MCP skill (for conversational AI - rich tool schemas)
npx skills add sbroenne/mcp-server-excel --skill excel-mcp

# Interactive install - prompts to select excel-cli, excel-mcp, or both
npx skills add sbroenne/mcp-server-excel

# Install for specific agents
npx skills add sbroenne/mcp-server-excel --skill excel-cli -a cursor
npx skills add sbroenne/mcp-server-excel --skill excel-mcp -a claude-code

# Install both skills
npx skills add sbroenne/mcp-server-excel --skill '*'

# Install globally (user-wide)
npx skills add sbroenne/mcp-server-excel --skill excel-cli --global

Supports 43+ agents including claude-code, github-copilot, cursor, windsurf, gemini-cli, codex, goose, cline, continue, replit, and more.

Manual Installation:

  1. Download excel-skills-v{version}.zip from GitHub Releases
  2. The package contains both skills:
    • skills/excel-cli/ - for coding agents (Copilot, Cursor, Windsurf)
    • skills/excel-mcp/ - for conversational AI (Claude Desktop, VS Code Chat)
  3. Extract the skill(s) you need to your AI assistant's skills directory:
    • Copilot: ~/.copilot/skills/excel-cli/ or ~/.copilot/skills/excel-mcp/
    • Claude Code: .claude/skills/excel-cli/ or .claude/skills/excel-mcp/
    • Cursor: .cursor/skills/excel-cli/ or .cursor/skills/excel-mcp/

See: Agent Skills Documentation

Getting Help

Happy automating! 🚀

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