sbroenne__mcp-server-excel/FEATURES.md

ExcelMcp - Complete Feature Reference

12 specialized tools with 182 operations for comprehensive Excel automation

---

📁 File Operations (6 operations)

• List Sessions: View all active Excel sessions
• Open: Open workbook and create session (returns session ID for all subsequent operations)
• Close: Close session with optional save
• Close Workbook: Close workbook without closing Excel
• Create Empty: Create new .xlsx or .xlsm workbook
• Test: Verify workbook can be opened and is accessible

---

🔄 Power Query & M Code (10 operations)

Atomic Operations - Single-call workflows:

• List: List all Power Query queries in workbook
• View: View the M code of a Power Query
• Create: Import + load in one operation (atomic workflow)
• Update: Update M code and auto-refresh
• Rename: Rename a Power Query (trim + case-insensitive uniqueness check)
• Refresh: Refresh a Power Query with timeout detection
• Refresh All: Batch refresh all queries in workbook
• Load To: Configure load destination and refresh (atomic)
• Get Load Config: Get current load configuration
• Delete: Remove Power Query from workbook

---

📊 Data Model & DAX (Power Pivot) (17 operations)

• List Tables: Discover all tables in the Data Model
• Read Table: Get specific table information
• Rename Table: Rename a Data Model table (best-effort via Power Query; returns clear error if not supported)
• List Columns: List columns for a table
• List Measures: List all DAX measures
• Read Info: Get comprehensive model information
• Create Measure: Create new DAX measure (with format types: Currency, Percentage, Decimal, General)
• Update Measure: Modify existing measure
• Delete Measure: Remove measure from model
• Delete Table: Remove table from Data Model
• List Relationships: View all table relationships
• Read Relationship: Get specific relationship info
• Create Relationship: Create relationship between tables
• Update Relationship: Modify relationship (toggle active/inactive)
• Delete Relationship: Remove relationship
• Refresh: Refresh entire Data Model
• List Workbook Connections: List Power Query sources available for integration

Note: DAX calculated columns not supported - use Excel UI for calculated columns

---

🎨 Excel Tables (ListObjects) (24 operations)

Lifecycle:

• List, read, create, rename, resize, delete tables

Styling & Formatting:

• Apply table styles
• Toggle totals row
• Set column totals

Data Operations:

• Append rows
• Get table data (with optional visible-only filtering)
• Add to Data Model

Filter Operations:

• Apply filter (criteria)
• Apply filter (values)
• Clear filters
• Get filter state

Column Management:

• Add, remove, rename columns

Structured References:

• Get structured reference (formula syntax for table columns/ranges)

Sorting:

• Single-column sort
• Multi-column sort (up to 3 levels)

Number Formatting:

• Get column number formats
• Set column number formats

---

📈 PivotTables (30 operations)

Creation:

• Create from range
• Create from Excel Table
• Create from Data Model

Field Management:

• List all fields (row, column, value, filter areas)
• Add row field, column field, value field, filter field
• Remove field

Field Configuration:

• Set field aggregation function (Sum, Average, Count, Min, Max, etc.)
• Set custom field name
• Set field number format
• Set field filter criteria
• Sort field (ascending/descending)

Calculated Fields (Regular PivotTables):

• List calculated fields
• Create calculated field
• Delete calculated field

Calculated Members (OLAP/Data Model PivotTables):

• List calculated members
• Create calculated member
• Delete calculated member

Layout & Formatting:

• Set layout (table or outline)
• Set subtotals display
• Set grand totals display

Data Operations:

• Get PivotTable data as 2D array
• Refresh PivotTable

Lifecycle:

• List PivotTables
• Read PivotTable info
• Delete PivotTable

---

📉 Charts (14 operations)

Creation:

• Create from range
• Create from PivotTable

Series Management:

• Add series
• Remove series
• Update series data

Configuration:

• Set data source range
• Set chart type
• Show/hide legend
• Set style

Formatting:

• Set chart title
• Set axis title
• Set axis properties
• Set plot area properties

Lifecycle:

• List charts
• Read chart info
• Move chart (to different worksheet or new sheet)
• Delete chart

---

📋 Ranges (42 operations)

Data Operations:

• Get values
• Set values
• Get formulas
• Set formulas
• Clear all
• Clear contents
• Clear formats
• Copy
• Copy values
• Copy formulas
• Insert cells
• Delete cells
• Insert rows
• Delete rows
• Insert columns
• Delete columns
• Find
• Replace
• Sort

Discovery & Utilities:

• Get used range
• Get current region
• Get range info (address, dimensions)

Hyperlinks:

• Add hyperlink
• Remove hyperlink
• List hyperlinks
• Get specific hyperlink

Number Formatting:

• Get number formats (as 2D array)
• Set number format (uniform)
• Set number formats (individual)

Visual Formatting:

• Get style
• Set style (built-in Excel styles)
• Format range (font, color, borders, alignment, orientation)

Data Validation:

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

Merge Operations:

• Merge cells
• Unmerge cells
• Get merge info

Cell Protection:

• Set cell lock status
• Get cell lock status

Auto-Sizing:

• Auto-fit columns
• Auto-fit rows

---

📄 Worksheets (16 operations)

Lifecycle:

• List worksheets
• Create worksheet
• Rename worksheet
• Copy worksheet
• Move worksheet
• Delete worksheet

Cross-Workbook Operations:

• Copy worksheet to file (atomic)
• Move worksheet to file (atomic)

Tab Colors:

• Set tab color (RGB)
• Get tab color
• Clear tab color

Visibility:

• Show worksheet
• Hide worksheet
• Very hide worksheet (hidden from UI)
• Get visibility status
• Set visibility status

---

🔌 Data Connections (9 operations)

• List: View all data connections
• View: Get connection details
• Create: Create OLEDB/ODBC connections (requires provider installed)
• Test: Verify connection validity
• Refresh: Refresh connection data
• Delete: Remove connection
• Load To: Load connection data to worksheet (when supported)
• Get Properties: Get connection string and metadata
• Set Properties: Update connection string, command text, and settings

Supported Types:

• OLEDB (requires Microsoft.ACE.OLEDB.16.0 or similar)
• ODBC (requires ODBC driver installed)
• Power Query connections (atomic redirect to excel_powerquery)

Automatic Fallback:

• TEXT/WEB connections automatically redirect to excel_powerquery for reliable imports

---

🏷️ Named Ranges (Parameters) (6 operations)

• List: List all named ranges with references
• Read: Get value of a named range
• Write: Set value of a named range (ideal for parameter automation)
• Create: Create new named range
• Update: Modify existing named range
• Delete: Remove named range

Use Cases:

• Workbook parameter management without touching worksheets
• Ideal for automation: update parameter → Power Query refreshes automatically

---

📝 VBA Macros (6 operations)

• List: List all VBA modules and procedures
• View: Display module code without exporting
• Import: Add VBA module from file
• Update: Modify existing VBA module
• Delete: Remove VBA module
• Run: Execute macro with optional parameters

Features:

• Version control through file exports
• Parameter passing to macros
• Full module lifecycle management

---

🎨 Conditional Formatting (2 operations)

• Add Rule: Create conditional formatting rules
  • Cell value comparisons (>, <, =, etc.)
  • Expression-based formulas (custom DAX/Excel formulas)
  • Color scales, data bars, icons
• Clear Rules: Remove formatting from ranges

---

📊 Total Operations Summary

Category	Operations
File Operations	6
Power Query	10
Data Model/DAX	17
Excel Tables	24
PivotTables	30
Charts	14
Ranges	42
Worksheets	16
Connections	9
Named Ranges	6
VBA Macros	6
Conditional Formatting	2
Total	182

---

🚀 Key Capabilities

Data Transformation:

• Comprehensive Power Query M code management
• Atomic import + load workflows
• Calculated fields and members for analysis

Data Model:

• Full DAX measure lifecycle
• Relationship management
• Multi-table integration

Analysis & Visualization:

• PivotTable creation and configuration
• Chart automation
• Custom calculations

Automation:

• VBA macro execution and management
• Named range parameter automation
• Conditional formatting rules

Data Loading:

• Multiple connection type support
• OLEDB/ODBC management
• Power Query atomic workflows

---

🔧 Tool Selection Quick Reference

Task	Tool
Import data	excel_powerquery or excel_connection
Create analysis	excel_pivottable (data model-based for OLAP)
Visualize data	excel_chart
Update parameters	excel_namedrange (write operation)
Manage formulas	excel_range (set-formulas)
Format data	excel_range (format-range, validate-range)
Script automation	excel_vba (run macro)

---

📚 Documentation

• Installation Guide - Setup for all AI assistants
• MCP Server Guide - Tool documentation and examples
• CLI Guide - Command-line reference
• Contributing - Development guidelines
• Releases - Latest updates and features