--- title: "Connect Help Scout to Microsoft Excel - APIANT.ai" description: "When \"New Conversation\" fires in Help Scout, your agent runs \"Add Table Row\" in Microsoft Excel." canonical: "https://apiant.ai/connect/help-scout-to-microsoft-excel" --- # Connect Help Scout to Microsoft Excel When **New Conversation** fires in [Help Scout](https://apiant.ai/connections/help-scout), 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. Help Scout **4** triggers Help Scout **19** actions Microsoft Excel **91** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Help Scout 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 Help Scout can start in Microsoft Excel - When **New Conversation** in Help Scout then **Add Table Row** in Microsoft Excel - When **New Customer** in Help Scout 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 Help Scout and Microsoft Excel ## Triggers and actions 4 triggers · 110 actions - Trigger **New Conversation** Polls for newly created conversations across mailboxes. - Trigger **New Customer** Polls for newly created customers. - Trigger **New Mailbox** Polls for newly created mailboxes. - Trigger **New User** Polls for newly added users (team members). - Action **Add Customer Email** Add an email address to a customer. - Action **Create Customer** Create a new customer record. - Action **Create Note** Add an internal note thread to a conversation. - Action **Create Thread (Reply)** Add a reply thread to an existing conversation. - Action **Delete Conversation** Delete a conversation by ID. - Action **Get Conversation** Retrieve a single conversation by ID. - Action **Get Customer** Retrieve a single customer by ID. - Action **Get Mailbox** Retrieve a single mailbox by ID. - Action **Get User** Retrieve a single user by ID. - Action **List Conversations** List conversations, optionally filtered by mailbox, status, tag, or query. - Action **List Conversation Threads** List all threads on a conversation. - Action **List Customers** List customers, optionally filtered by email, mailbox, or query. - Action **List Mailboxes** List all mailboxes in the account. - Action **List Mailbox Folders** List the folders within a mailbox. - Action **List Tags** List all tags in the account. - Action **List Users** List all users (team members) in the account. - Action **Update Conversation** Update a conversation's subject, status, mailbox, assignee, or owner via JSON Patch. - Action **Update Conversation Tags** Replace the tags on a conversation. - Action **Update Customer** Update a customer's profile 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 **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 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 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 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 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 Range** Update a range in a worksheet using microsoft graph api. - 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 - [ **Help Scout** Help Scout is a help desk and shared inbox platform for customer support teams.](https://apiant.ai/connections/help-scout) - [ **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 Help Scout - [ **Help Scout to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/help-scout-to-hubspot) - [ **Help Scout to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/help-scout-to-stripe) - [ **Help Scout to JIRA** Atlassian JIRA Cloud — issue tracking and project management.](https://apiant.ai/connect/help-scout-to-jira) - [ **Help Scout to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/help-scout-to-zoom) - [ **Help Scout to SendGrid** SendGrid by Twilio — email delivery and marketing platform.](https://apiant.ai/connect/help-scout-to-sendgrid) - [ **Help Scout to Klaviyo** Klaviyo is a marketing automation platform for email and SMS.](https://apiant.ai/connect/help-scout-to-klaviyo) ## 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 ## Help Scout and Microsoft Excel, answered ### ### What can start an automation from Help Scout? Any of Help Scout's 4 triggers in the catalog, including New Conversation, New Customer, New Mailbox and New User. 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 Help Scout? Any of Microsoft Excel's 91 actions, including Create Folder, Create Workbook, Update Chart and Update Chart Legend. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Microsoft Excel to Help Scout? Microsoft Excel has no triggers in the catalog today, so automations start in Help Scout. 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 Help Scout 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 Help Scout 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.