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sbroenne__mcp-server-excel/FEATURES.md
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Stefan Broenner 0b6003ec09 docs: align all READMEs to MCP-first messaging, add centralized FEATURES.md (#235) 
feat(table): add get-data action (CLI + MCP) with visible-only filtering
tests(tables): add GetData coverage (unfiltered + filtered)
chore: update readme-management instruction counts to 12 tools / 172 operations
2025-11-24 08:27:23 +00:00

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ExcelMcp - Complete Feature Reference

12 specialized tools with 172 operations for comprehensive Excel automation

🔄 Power Query & M Code (9 operations)

✨ Atomic Operations - Single-call workflows replace multi-step patterns:

  • Create - Import + load in one operation (replaces import → load workflow)
  • Update & Refresh - Update M code + refresh data atomically
  • Refresh All - Batch refresh all queries in workbook
  • Update M Code - Stage code changes without refreshing data
  • Unload - Convert loaded query to connection-only

Core Operations:

  • List, view, delete Power Query transformations
  • Manage query load destinations (worksheet/data model/connection-only/both)
  • Get load configuration for existing queries
  • List Excel workbook sources for Power Query integration

📊 Data Model & DAX (Power Pivot) (14 operations)

  • Create/update/delete DAX measures with format types (Currency, Percentage, Decimal, General)
  • Manage table relationships (create, toggle active/inactive, delete)
  • Discover model structure (tables, columns, measures, relationships)
  • Get comprehensive model information
  • Refresh data model
  • Note: DAX calculated columns are not supported (use Excel UI for calculated columns)

🎨 Excel Tables (ListObjects) (24 operations)

  • Lifecycle: create, resize, rename, delete, get info
  • Styling: apply table styles, toggle totals row, set column totals
  • Column Management: add, remove, rename columns
  • Data Operations: append rows, apply filters (criteria/values), clear filters, get filter state
  • Sorting: single-column sort, multi-column sort (up to 3 levels)
  • Number Formatting: get/set column number formats
  • Advanced Features: structured references, Data Model integration, get table data with optional visible-only filtering

📈 PivotTables (25 operations)

  • Creation: create from ranges, Excel Tables, or Data Model
  • Field Management: add/remove fields to Row, Column, Value, Filter areas
  • Aggregation Functions: Sum, Average, Count, Min, Max, etc. with validation
  • Advanced Features: field filters, sorting, custom field names, number formatting
  • Data Extraction: get PivotTable data as 2D arrays for further analysis
  • Lifecycle: list, get info, delete, refresh

📉 Charts (14 operations)

  • Create charts from ranges, tables, or PivotTables
  • Move charts across worksheets or to dedicated chart sheets
  • Manage series (add, update, delete) with category name/values control
  • Configure data sources, chart types, and set dynamic ranges
  • Update chart titles, axes, legend, plot area, and formatting
  • List charts, retrieve chart info, and delete when no longer needed

📝 VBA Macros (6 operations)

  • List all VBA modules and procedures
  • View module code without exporting
  • Export/import VBA modules to/from files
  • Update existing modules
  • Execute macros with parameters
  • Delete modules
  • Version control VBA code through file exports

📋 Ranges (42 operations)

Data Operations (10 actions)

  • Get/set values and formulas
  • Clear (all/contents/formats)
  • Copy/paste (all/values/formulas)
  • Insert/delete rows/columns/cells
  • Find/replace
  • Sort

Number Formatting (3 actions)

  • Get formats as 2D arrays
  • Apply uniform format
  • Set individual cell formats

Visual Formatting (1 action)

  • Font (name, size, bold, italic, underline, color)
  • Fill color
  • Borders (style, weight, color)
  • Alignment (horizontal, vertical, wrap text, orientation)

Data Validation (3 actions)

  • Add validation rules (dropdowns, number/date/text rules)
  • Get validation info
  • Remove validation

Hyperlinks (4 actions)

  • Add, remove, list all, get specific hyperlink

Smart Range Operations (3 actions)

  • UsedRange, CurrentRegion, get range info (address, dimensions, format)

Merge Operations (3 actions)

  • Merge cells, unmerge cells, get merge info

Auto-Sizing (2 actions)

  • Auto-fit columns, auto-fit rows

Conditional Formatting (2 actions)

  • Add conditional formatting rules
  • Clear conditional formatting

Cell Protection (2 actions)

  • Set cell lock status
  • Get cell lock status

Formatting & Styling (3 actions)

  • Get style, set style, format range

📄 Worksheets (16 operations)

  • Lifecycle: create, rename, copy, move, delete
  • Copy/Move Between Workbooks: cross-workbook operations
  • Tab Colors: set, get, clear (RGB values)
  • Visibility Controls: show, hide, very-hide, get/set status

🔌 Data Connections (9 operations)

  • Create and manage OLEDB/ODBC connections (when provider is installed)
  • Refresh connections, test connectivity, and control refresh settings
  • Load connection-only sources to worksheet tables when supported
  • Update connection strings, command text, and metadata
  • Automatically redirect TEXT/WEB scenarios to excel_powerquery for reliable imports

Note: OLEDB/ODBC creation requires the provider to be installed (e.g., Microsoft.ACE.OLEDB.16.0, SQLOLEDB)

🏷️ Named Ranges (6 operations)

  • List all named ranges with references
  • Get or set single values (ideal for parameter automation)
  • Create, update, or delete named ranges individually or in bulk
  • Maintain workbook parameters without touching worksheets

📁 File Operations (5 operations)

  • Session Management: open, close (with optional save)
  • Create Empty: new .xlsx or .xlsm workbooks
  • Test: verify workbook can be opened

🎨 Conditional Formatting (2 operations)

  • Add Rules: cell value comparisons, expression-based formulas
  • Clear Rules: remove formatting from ranges

📊 Total Operations Summary

Category Operations
Power Query 9
Data Model/DAX 14
Excel Tables 24
PivotTables 25
Charts 14
VBA Macros 6
Ranges 42
Worksheets 16
Connections 9
Named Ranges 6
File Operations 5
Conditional Formatting 2
Total 172

🚀 Growing Feature Set

ExcelMcp is actively developed with new features added regularly. Check the releases page for the latest additions.

Recent Additions:

  • Chart automation (14 operations)
  • Atomic Power Query operations (create, update-and-refresh)
  • PivotTable data extraction
  • Conditional formatting rules
  • Cross-workbook worksheet operations

📚 Documentation

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