--- title: "Connect Close to Microsoft Excel - APIANT.ai" description: "When \"New Contact in Contact Smart View\" fires in Close, your agent runs \"Add Table Row\" in Microsoft Excel." canonical: "https://apiant.ai/connect/close-to-microsoft-excel" --- # Connect Close to Microsoft Excel When **New Contact in Contact Smart View** fires in [Close](https://apiant.ai/connections/close), your agent runs **Add Table Row** in [Microsoft Excel](https://apiant.ai/connections/microsoft-excel). Describe the whole flow and it is built, tested on every scenario and kept running. Close **3** triggers Close **47** actions Microsoft Excel **98** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Close and Microsoft Excel to do together? Give your AI client this address. `https://mcp.apiant.ai` One 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.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) Example flows ## What Close can start in Microsoft Excel - When **New Contact in Contact Smart View** in Close then **Add Table Row** in Microsoft Excel - When **New Lead in Smart View** in Close then **Add Named Item** 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 Close and Microsoft Excel ## Triggers and actions 3 triggers · 145 actions - Trigger **New Contact in Contact Smart View** Triggers when a new contact appears in the selected contact Smart View. - Trigger **New Lead in Smart View** Triggers when a new lead appears in the selected Close lead Smart View, newest leads first. - Trigger **New Note** Triggers when a new note is added to a lead in Close. - Action **Add Address to Lead** Adds a new address to an existing Close lead, keeping the lead's current addresses, and returns the updated lead. - Action **Add User** Adds a user to your Close organization by email, provisioning a new Close user if one does not exist, and returns the new membership. - Action **Create Bulk Action** Starts a bulk edit in Close that sets a lead status, or sets or clears a custom field, on every record matching a search. Returns the bulk edit job and its status. - Action **Create Bulk Email** Starts a bulk email in Close that sends an email template to every lead matching a search query. Returns the bulk email job with its id and status. - Action **Create Bulk Workflow Subscription Action** Starts a bulk workflow (sequence) action in Close for every lead matching a search: subscribe them to a workflow, or pause or resume their existing workflow subscriptions. Returns the bulk action record and its processing status. - Action **Create Contact** Creates a contact in Close, on an existing lead or on a new lead named after the contact, including any contact custom fields. - Action **Create Custom Activity** Creates a custom activity of a chosen type on a Close lead, optionally tied to a contact, and returns the new activity. - Action **Create Export** Starts an export of Close leads (optionally narrowed by an Advanced Filtering query) to a CSV or JSON file, and returns the export job. Close emails a download link when the export is done. - Action **Create Lead** Creates a new lead in Close, optionally with nested contacts, addresses, a status and custom field values. - Action **Create Lead Smart View** Creates a Lead Smart View in Close: a saved lead search defined by an Advanced Filtering query, and returns the new Smart View. - Action **Create Note** Creates a note on a lead in Close, optionally tied to a contact, pinned, or with file attachments. - Action **Create Opportunity** Creates an opportunity in Close, optionally on an existing lead, with its value, status, pipeline, owner, note and custom fields. - Action **Create SMS** Creates an SMS activity on a Close lead: log a received or sent text, save a draft, schedule one, or send it immediately from one of your Close phone numbers. - Action **Create Task** Creates a to-do task on a Close lead, optionally tied to one of the lead's contacts, assigned to a user and given a due date. - Action **Create WhatsApp Message** Logs a WhatsApp message activity on a Close lead and contact, with its text, direction, phone numbers and optional attachments. - Action **Delete Email** Deletes an email activity from Close. - Action **Delete Email Address From Contact** Removes one email address from a Close contact, keeping the contact's other email addresses. - Action **Delete Logged Call** Deletes a logged Call activity from Close. - Action **Export Activity Report to CSV** Runs a Close activity report (overview by time period or comparison by user) and returns it as CSV text. - Action **Find Call** Returns the call activities logged in Close that match the lead, contact, user, call IDs or date range you specify. - Action **Find Connected Account** Returns the email and calendar accounts a Close user has connected, such as Gmail, Outlook or Zoom accounts. - Action **Find Custom Activity** Returns the custom activities in Close that match the lead, contact, user, activity type or date criteria you specify. - Action **Find Custom Objects** Returns the custom object records attached to a lead, optionally limited to one custom object type. - Action **Find Group** Returns the Close groups whose name matches the name you supply, along with the first match. - Action **Find Lead** Returns up to 200 leads whose name, contacts, emails, phones or other text fields match the search text. - Action **Find Meetings** Returns the Meeting activities in Close that match the lead, contact, user, meeting ID and date filters you supply. - Action **Find Note** Returns the Note activities in Close that match the lead, contact, user, note IDs or date ranges you specify. - Action **Find Number of Leads in Smart View** Returns the number of leads that currently match a lead Smart View in Close. - Action **Find Opportunities** Returns the opportunities that match a search query and any of the chosen filters, such as lead, owner, status, value period or date ranges. - Action **Find Task** Returns the Close tasks that match the filters you supply, such as the lead, assignee, completion state, type or due date. - Action **Find WhatsApp Messages** Returns the WhatsApp message activities in Close that match the lead, contact, user, WhatsApp message id or date range you specify. - Action **Find Workflow Subscription** Returns the workflow (sequence) subscriptions for a workflow, contact or lead. - Action **Merge Two Leads** Merges one Close lead into another. The source lead's contacts, activities and opportunities move to the destination lead, and the source lead is removed. - Action **Resubscribe Email** Resubscribes an email address in Close by removing it from the organization's unsubscribed email list, so Close can send email to it again. - Action **Run Activity Overview Report** Runs a Close activity overview report and returns the chosen activity metrics for each time period in the range, plus totals for the whole range. - Action **Run Opportunity Funnel Report** Runs Close's opportunity funnel totals report for a pipeline, returning win rates, won and completed values, time to win and sales velocity, overall and per user. - Action **Run Sent Email Report** Returns sent email statistics for an organization — totals, opens and replies overall and per email template — optionally limited to a date range or user. - Action **Run Status Change Report** Runs Close's lead status change report, returning how many leads were in each lead status over a period and how leads moved between statuses. - Action **Select Random User** Picks one user at random from the members of your Close organization and returns that user's details — useful for round-robin style lead or task assignment. - Action **Unsubscribe Email** Unsubscribes an email address so Close no longer sends it email, for example when the person opted out of a mailing list elsewhere. - Action **Update Call** Updates an existing call activity in Close, such as its note, outcome, status or duration. Only the fields you fill in are changed. - Action **Update Contact** Updates an existing Close contact's name, title, lead, emails, phones, URLs, timezone or custom fields. Fields left blank keep their current values. - Action **Update Custom Activity** Updates an existing custom activity in Close: its contact, date, draft/published status, pinned state and custom field values. - Action **Update Lead** Updates an existing Close lead's name, description, website, status, addresses or custom fields. Fields left blank keep their current values. - Action **Update Lead Smart View** Renames a lead Smart View in Close or replaces the filter that decides which leads it lists. - Action **Update Note** Updates an existing note on a Close lead: its text, title, pinned state, contact, activity date or attachments. Fields left blank are not changed. - Action **Update Opportunity** Updates an existing opportunity in Close, changing only the fields you fill in, including your custom opportunity fields. - Action **Add Chart** Add a chart to a worksheet using microsoft graph api. - Action **Add Named Item** Add Named Item - Action **Add Sharepoint Worksheet** Add a new worksheet to a sharepoint excel workbook using microsoft graph sites api. - Action **Add Table** Create a table over a range in an Excel workbook. - Action **Add Table Column** Add a column to a table using microsoft graph api. - Action **Add Table Row** Add a row to a table using microsoft graph api. - Action **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. - Action **Add Worksheet** Add a new worksheet to an excel workbook using microsoft graph api. - Action **Apply Table Filter** Apply a filter to a table column using microsoft graph api. - Action **Apply Table Sort** Apply a sort to a table using microsoft graph api. - Action **Autofit Range** Autofit columns or rows intersecting a workbook range. - Action **Calculate Function** Run one allowlisted Microsoft Graph v1.0 workbook function. - Action **Calculate Workbook** Calculate Excel Workbook - Action **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. - Action **Clear Table Filter** Clear a filter from a table column using microsoft graph api. - Action **Clear Table Filters** Clear All Table Filters - Action **Clear Table Sort** Clear Table Sort - Action **Close Session** Tool to close an existing excel workbook session. use when you need to explicitly end a persistent session to release workbook locks. - Action **Convert Table To Range** Convert a table to a range using microsoft graph api. - Action **Copy Drive Item** Create a non-destructive asynchronous copy of a file or folder. Metadata and permissions are not copied; the new item inherits destination-folder permissions. Version history is copied only when explicitly requested. - Action **Create Folder** Create a folder under a parent Microsoft Graph drive item. - Action **Create Workbook** Create an.xlsx workbook in the user's OneDrive, from a file URL or blank. - Action **Delete Named Item** Permanently delete a workbook-scoped named item; this cannot be undone. - Action **Delete Range** Delete worksheet cells and shift the remaining cells up or left. - Action **Delete Table** Permanently delete an Excel table by its ID or name. - Action **Delete Table Column** Delete a column from a table using microsoft graph api. - Action **Delete Table Row** Delete a row from a table using microsoft graph api. - Action **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." - Action **Export Workbook To Pdf** Tool to export an Excel workbook to PDF via Microsoft Graph's format conversion. Use when you need a PDF version of an Excel file for sending, storing, or attaching. - Action **Get Application** Get Excel Application - Action **Get Chart** Get chart - Action **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. - Action **Get Chart Component** Get chart component - Action **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. - Action **Get Chart Image** Get chart image - Action **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. - Action **Get Chart Point** Get chart point - Action **Get Chart Series** Get chart series - Action **Get Derived Range** Return a range derived from another range by navigation or geometry. - Action **Get Named Item** Retrieve a workbook-scoped named item by exact name. - Action **Get Named Item Range** Get Named Item Range - Action **Get Range** Get a range from a worksheet using microsoft graph api. - Action **Get Range Format** Read one formatting component from a workbook range. - Action **Get Session** Create a session for an excel workbook using microsoft graph api. - Action **Get Sharepoint Range** Get a range from a worksheet in sharepoint using microsoft graph sites api. - Action **Get Sharepoint Worksheet** Get a worksheet by name or id from a sharepoint excel workbook using microsoft graph sites api. - Action **Get Table** Retrieve one workbook- or worksheet-addressed table by ID or exact name. - Action **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. - Action **Get Table Column Range** Get Table Column Range - Action **Get Table Range** Get Table Range - Action **Get Table Row** Get Table Row - Action **Get Table Row Range** Get Table Row Range - Action **Get Table Sort** Get Table Sort - Action **Get Visible Range** Read cells visible after worksheet filtering. - Action **Get Workbook** Tool to retrieve the properties and relationships of a workbook. use when you need to inspect comments, names, tables, or worksheets. - Action **Get Worksheet** Get a worksheet by name or id from an excel workbook using microsoft graph api. - Action **Get Worksheet Protection** Get Worksheet Protection - Action **Get Worksheet Used Range** Tool to retrieve a worksheet's used range (active data region) without specifying a fixed range address. Use when you need to read all data from a sheet but don't know the exact range. The valuesOnly option helps filter out formatting-only cells. - Action **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. - Action **List Chart Points** List chart points - Action **List Charts** List charts in a worksheet using microsoft graph api. - Action **List Chart Series** Tool to list all data series in a chart. use when you need to enumerate chart series for further analysis. - Action **List Comments** Tool to list comments in an excel workbook. use when you need to retrieve all workbook comments via microsoft graph api. - Action **List Drive Item Children** Tool to list immediate children (files/folders) of a folder DriveItem using driveId and itemId. Returns an array of child DriveItems with stable identifiers and pagination support. - Action **List Files** List files and folders in a drive root or specified path. - Action **List Named Items** List named items in a workbook using microsoft graph api. - Action **List Sharepoint Tables** List tables in a sharepoint worksheet using microsoft graph sites api. - Action **List Sharepoint Worksheets** List worksheets in an excel workbook stored in sharepoint using microsoft graph sites api. - Action **List Table Columns** List columns in a table using microsoft graph api. - Action **List Table Rows** List rows in a table using microsoft graph api. - Action **List Tables** List tables in a worksheet using microsoft graph api. - Action **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'." - Action **List Worksheets** List worksheets in an excel workbook using microsoft graph api. - Action **Merge Cells** Merge cells in a worksheet range using microsoft graph api. - Action **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." - Action **Reapply Table Filters** Reapply All Table Filters - Action **Reapply Table Sort** Reapply Table Sort - Action **Refresh Session** Refresh Excel Session - Action **Search Files** Tool to search OneDrive drive items by query to discover Excel workbook IDs. Use when you need to find Excel files by name before performing workbook operations. - Action **Search Microsoft 365 Content** Search OneDrive and SharePoint content using Microsoft Search. - Action **Set Chart Data** Set chart data - Action **Set Chart Position** Set chart position - Action **Sort Range** Sort a range in a worksheet using microsoft graph api. - Action **Unmerge Range** Split a merged worksheet range back into separate cells. - Action **Unprotect Worksheet** Remove protection from a worksheet so it can be edited again. - Action **Update Chart** Update a chart in a worksheet using microsoft graph api. - Action **Update Chart Component** Update chart component - Action **Update Chart Legend** Tool to update formatting or position of a chart legend. use when adjusting legend settings after confirming chart and worksheet exist. - Action **Update Chart Series** Rename one Excel chart series by ID or zero-based collection position. - Action **Update Named Item** Update a workbook named item's visibility or comment. - Action **Update Range** Update a range in a worksheet using microsoft graph api. - Action **Update Range Format** Update exactly one formatting component on a workbook range. - Action **Update Sharepoint Range** Update a range in a sharepoint worksheet using microsoft graph sites api. - Action **Update Table** Update a table in a workbook using microsoft graph api. - Action **Update Table Column** Update Table Column - Action **Update Table Row** Update Table Row - Action **Update Worksheet** Update worksheet properties (name, position) in an excel workbook using microsoft graph api. - Action **Upload Workbook** Tool to upload an external Excel file from a URL into OneDrive/SharePoint. Downloads the file server-side and uploads it to the specified drive location, returning the driveItem metadata for subsequent Excel operations. ## Each app on its own - [ **Close** Close is a sales productivity platform built to help you close more deals.](https://apiant.ai/connections/close) - [ **Microsoft Excel** Microsoft Excel is a powerful spreadsheet application for data analysis, calculations, and visualization...](https://apiant.ai/connections/microsoft-excel) Reviews ## What our customers say ## More from Close - [ **Close to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/close-to-hubspot) - [ **Close to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/close-to-salesforce) - [ **Close to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/close-to-slack) - [ **Close to Google Sheets** Google Sheets](https://apiant.ai/connect/close-to-google-sheets) - [ **Close to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/close-to-gmail) - [ **Close to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/close-to-google-calendar) ## More into Microsoft Excel - [ **HubSpot to Microsoft Excel** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-microsoft-excel) - [ **Salesforce to Microsoft Excel** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-microsoft-excel) - [ **Slack to Microsoft Excel** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-microsoft-excel) - [ **Google Sheets to Microsoft Excel** Google Sheets](https://apiant.ai/connect/google-sheets-to-microsoft-excel) - [ **Gmail to Microsoft Excel** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-microsoft-excel) - [ **Google Calendar to Microsoft Excel** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-microsoft-excel) Questions ## Close and Microsoft Excel, answered ### ### What can start an automation from Close? Any of Close's 3 triggers in the catalog, including New Contact in Contact Smart View, New Lead in Smart View and New Note. 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 Close? Any of Microsoft Excel's 98 actions, including Create Folder, Create Workbook, Update Chart and Update Chart Component. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Microsoft Excel to Close? Microsoft Excel has no triggers in the catalog today, so automations start in Close. 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 Close 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 Close 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.