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* 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
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title, description, keywords
| title | description | keywords |
|---|---|---|
| Excel Automation Reference for AI Agents | The expert reference corpus that ships inside the Excel MCP Server agent skills - COM behaviour, Power Query and DAX gotchas, PivotTable limits, anti-patterns, and sequencing rules. | Excel automation reference, Excel COM gotchas, Power Query reference, Excel MCP agent guidance, Excel automation anti-patterns |
Excel Automation Reference
This is the reference corpus that ships inside the Excel MCP Server agent skills and as MCP prompts. It is written as instruction for an AI agent — terse, imperative, and specific about what Excel actually does rather than what its documentation implies.
It is published here because the same material is useful to anyone automating Excel, whether through this project or not.
For task walkthroughs, start with the guides. For the complete operation catalogue, see the features reference.
Working with agents
- Key Constraints & Sequencing — what must happen before what
- Behavioral Rules — verification and destructive-operation safety
- Anti-Patterns to Avoid — common mistakes and the correct approach
- Gotchas & Known Limits — surprising Excel behaviour and workarounds
- Agent Mode in Excel — watching an agent drive the visible Excel window
Workbooks, sheets and cells
- Workbook Lifecycle
- Worksheet Operations
- Ranges, Number Formats & Formatting
- Excel Tables
- Window Management
Data and the model
- Power Query
- M Code Syntax
- Data Model & DAX
- DMV Query Reference
- PivotTables
- QueryTables
- What-If Analysis
- XML Maps