Integration
Connect Agiled to Microsoft Excel
When Invoice Created fires in Agiled, your agent runs Add Table Row in Microsoft Excel. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Agiled and Microsoft Excel to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser.
Set it up in your client
Claude Code
Run this in the directory you want to work in.
claude mcp add --transport http -s project apiant-ai https://mcp.apiant.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)Claude, web and desktop
Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first.
Setup guide (opens in a new tab)Cursor
Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser.
Setup guide (opens in a new tab)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)Codex and the ChatGPT desktop app
Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in.
Setup guide (opens in a new tab)Any other MCP client
Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection.
Setup guide (opens in a new tab)Example flows
What Agiled can start in Microsoft Excel
When Invoice Created in Agiled
then Add Table Row in Microsoft Excel
Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships.
Everything your agent can do with Agiled and Microsoft Excel
Triggers and actions 6 triggers · 82 actions
- Invoice Created
Triggers when an invoice is created in Agiled.
- New CRM Stage
Triggers when a new deal pipeline stage is added to any CRM pipeline in Agiled.
- Product Created
Triggers when a product is created in Agiled.
- Project Created
Triggers when a new project is created in Agiled.
- Task Created
Triggers when a new task is created in Agiled.
- Ticket Created
Triggers when a ticket is created in Agiled.
- Add Invoice
Creates an invoice in Agiled.
- Add Product
Creates a product in Agiled's catalog.
- Add Project
Creates a project in Agiled.
- Create Contact
Creates a contact in Agiled CRM with a name, email and phone number.
- Create Estimate
Creates a new estimate (quote) in Agiled.
- Create Expense
Creates an expense in Agiled.
- Create Task
Creates a task in Agiled.
- Create Ticket
Creates a support ticket in Agiled.
- Delete Contact
Deletes a contact from Agiled by its id.
- Delete Contract
Deletes a contract (an Agiled document) by its id.
- Delete Estimate
Deletes an estimate in Agiled by its id.
- Delete Expense
Deletes an expense from Agiled by its id.
- Delete Product
Deletes a product from your Agiled catalog by its id.
- Delete Project
Deletes a project in Agiled by its id.
- Delete Task
Deletes a task in Agiled by its id.
- Delete Ticket
Deletes a support ticket in Agiled by its id.
- Edit Contact
Updates an existing contact's name, email or phone in Agiled.
- Edit Contract
Updates an existing contract document in Agiled, such as renaming it.
- Edit Estimate
Updates an existing estimate in Agiled, such as its name.
- Edit Expense
Updates an existing expense in Agiled.
- Edit Invoice
Updates an existing invoice in Agiled.
- Edit Product
Updates an existing product's name, SKU or price in Agiled.
- Edit Project
Updates an existing project's name, status or dates in Agiled.
- Edit Task
Updates an existing task's name, status or due date.
- Edit Ticket
Updates an existing ticket in Agiled. Only the fields you fill in are changed.
- Get Contacts
Returns contacts from your Agiled CRM, optionally filtered by email or full name.
- Get Contract
Returns one contract document by its id.
- Get Estimate
Returns one estimate by its id, with optional related records.
- Get Product
Returns one product by its id.
- Get Projects
Returns projects in your Agiled workspace, optionally filtered by name or status.
- Get Ticket
Returns one support ticket by its id, with optional related records.
- 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 table over a range in an Excel workbook.
- 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. use when you need to share a specific workbook file with designated recipients and roles.
- 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. use when you need to reset cells before adding new data.
- Clear Table Filter
Clear a filter from a table column using microsoft graph api.
- Close Session
Tool to close an existing excel workbook session. use when you need to explicitly end a persistent session to release workbook locks.
- Convert Table To Range
Convert a table to a range using microsoft graph api.
- Create Workbook
Create an .xlsx workbook in the user's OneDrive, from a file URL or blank.
- 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. use when cleaning up unused or temporary sheets after verifying no dependencies exist. example: "delete 'sheet2' after review."
- Get Chart Axis
Tool to retrieve a specific axis from a chart. use when you need properties like min, max, interval, and formatting of the chart axis.
- Get Chart Data Labels
Tool to retrieve the data labels object of a chart. use when you need to inspect label settings like position, separator, and visibility flags after creating or updating a chart.
- Get Chart Legend
Tool to retrieve the legend object of a chart. use after creating or updating a chart when you need to inspect legend visibility and formatting.
- Get Range
Get a range from a worksheet using microsoft graph api.
- Get 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. use when you need to fetch column properties and data by its id or name.
- Get Table Range
Get Table Range
- Get Workbook
Tool to retrieve the properties and relationships of a workbook. use when you need to inspect comments, names, tables, or worksheets.
- Get Worksheet
Get a worksheet by name or id from an excel workbook using microsoft graph api.
- Get Worksheet Protection
Get Worksheet Protection
- Insert Range
Tool to insert a new cell range into a worksheet, shifting existing cells down or right. use when you need to create space for new content without overwriting.
- List Charts
List charts in a worksheet using microsoft graph api.
- List Chart Series
Tool to list all data series in a chart. use when you need to enumerate chart series for further analysis.
- List Comments
Tool to list comments in an excel workbook. use when you need to retrieve all workbook comments via microsoft graph api.
- List 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. use when you need to see which users or links have access to a specific excel file by supplying its drive and item ids. example: "list permissions for workbook with drive id 'b!abc123' and item id '0123456789abcdef'."
- 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. use when you need to prevent editing certain parts of a sheet before sharing. example: "protect 'sheet1' to lock formatting and sorting."
- 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. use when adjusting legend settings after confirming chart and worksheet exist.
- 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.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
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Questions
Agiled and Microsoft Excel, answered
What can start an automation from Agiled?
Any of Agiled's 6 triggers in the catalog, including Invoice Created, New CRM Stage, Product Created and Project Created. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Microsoft Excel when something happens in Agiled?
Any of Microsoft Excel's 51 actions, including Create Workbook, Update Chart, Update Chart Legend and Update Range. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Microsoft Excel to Agiled?
Microsoft Excel has no triggers in the catalog today, so automations start in Agiled. If you need the other direction, ask: your agent reads Microsoft Excel's API documentation and adds it.
Do I have to build a connector for Agiled or Microsoft Excel?
No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running.
Can my AI client use Agiled and Microsoft Excel without building an automation?
Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both.
What happens when something fails?
Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships.
Is there a free plan?
Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.