Integration
Connect Meevo to Microsoft Excel
When Client Created fires in Meevo, 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 Meevo 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 Meevo can start in Microsoft Excel
When Client Created in Meevo
then Add Table Row in Microsoft Excel
When Client Updated in Meevo
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 Meevo and Microsoft Excel
Triggers and actions 2 triggers · 171 actions
Trigger
Client CreatedTriggers when a new client is added in Meevo.
Trigger
Client UpdatedTriggers when a client is added or their details change in Meevo.
Action
Add Client Gallery ImageInsert a single Image into client gallery in Meevo.
Action
Book Appointment ServiceCreate an appointment book service in Meevo.
Action
Cancel Booked ServiceCancel an appointment book service in Meevo.
Action
Check In Booked ServiceCheck-in an appointment book service in Meevo.
Action
Confirm AppointmentConfirm an appointment in Meevo.
Action
Count Active ClientsGet a count of the active clients in Meevo.
Action
Count Active EmployeesGet a count of the active employees in Meevo.
Action
Create ClientInsert a single client profile in Meevo.
Action
Create Client Visit NoteInsert a single client visit note on the client profile in Meevo.
Action
Find Client MembershipsGet details about client memberships according to criteria in Meevo.
Action
Find ClientsGet details about clients based on filter in Meevo.
Action
Find EmployeesGet employee details by Employee ID or email in Meevo.
Action
Find Gift Cards by NumberGet a list of gift cards by gift card numbers in Meevo.
Action
Find Services by IDGet detailed information about services by Ids in Meevo.
Action
Get AppointmentGet details about an appointment in Meevo.
Action
Get Appointment Cancellation ReasonGet details about an appointment cancellation reason in Meevo.
Action
Get Appointment CategoryGet details about an appointment category in Meevo.
Action
Get Booked ServiceGet details about a booked service in Meevo.
Action
Get Business InformationGet basic information about the business in Meevo.
Action
Get ClientGet details about a single client in Meevo.
Action
Get Client Membership StatusGet the status of a single client membership in Meevo.
Action
Get Client PointsGet number of points and point value for a given client id in Meevo.
Action
Get Client User-Defined FieldsGet the active UDFs by clients in Meevo.
Action
Get EmployeeGet details about a single employee in Meevo.
Action
Get Employee SecurityGet employee's security in Meevo.
Action
Get Employee Service PricingGet the specified employee's pricing for the specified service in Meevo.
Action
Get Enum ValuesGet available values for a specific enum by searching for potential value or enum name in Meevo.
Action
Get Gift Card TypeGet details about a single gift card type definition in Meevo.
Action
Get Latest Entity ChangeRequest a single changed entity entry for a given entity type and ID in Meevo.
Action
Get LocationGet details about a single location in Meevo.
Action
Get MembershipGet details about a single membership definition in Meevo.
Action
Get PackageGet details about a single package definition in Meevo.
Action
Get ProductGet details about a single product definition in Meevo.
Action
Get Product CategoryGet details about a product category, including all subcategories in Meevo.
Action
Get ServiceGet details about a single service definition in Meevo.
Action
List Appointment Cancellation ReasonsGet a list of appointment cancellation reasons in Meevo.
Action
List Appointment CategoriesGet a list of appointment categories in Meevo.
Action
List Appointment ServicesGet a list of services for a booked appointment in Meevo.
Action
List Client Booked ServicesGet a list of services for a client in Meevo.
Action
List Client Gift CardsGet a pageable list of gift cards owned by the defined client in Meevo.
Action
List Client PackagesGet packages owned by the defined client in Meevo.
Action
List ClientsGet a pageable list of clients in Meevo.
Action
List Client Sale HistoryGet a pageable list of client sale history in Meevo.
Action
List Client TypesGet a pageable list of client types in Meevo.
Action
List Client Visit NotesGet a pageable list of a client's visit notes in Meevo.
Action
List eGiftsGet a list of eGifts by IDs in Meevo.
Action
List EmployeesGet a pageable list of employees in Meevo.
Action
List Employee ServicesGet a pageable list of services the employee is configured to perform in Meevo.
Action
List Entity ChangesRequest a page of changes for a given entity type in Meevo.
Action
List Gift CardsGet a pageable list of gift cards by criteria in Meevo.
Action
List Gift Card TypesGet a list of gift card types in Meevo.
Action
List Image Gallery CategoriesGet a list of all active image categories for a location in Meevo.
Action
List LocationsGet a pageable list of locations in Meevo.
Action
List MembershipsGet a pageable list of membership definitions in Meevo.
Action
List PackagesGet details on all package definitions in Meevo.
Action
List Payment TypesGet a list of all payment types for a location in Meevo.
Action
List Product CategoriesGet a pageable list of product categories in Meevo.
Action
List ProductsGet a pageable list of products in Meevo.
Action
List Referral TypesGet a pageable list of referral types in Meevo.
Action
List Service Add-onsGet a list of available addons for a service with required and optional separation in Meevo.
Action
List Service CategoriesGet a pageable list of service categories in Meevo.
Action
List Service Employee PricingGet a list of what each employee charges for this service in Meevo.
Action
List ServicesGet a pageable list of services in Meevo.
Action
List Visit Note TypesGet a pageable list of visit note types in Meevo.
Action
Opt Appointment Out of ConfirmationSet the confirmation status to confirmation opt-out for this appointment only in Meevo.
Action
Record Appointment Contact AttemptSet the confirmation status to a contact attempt with message left in Meevo.
Action
Unconfirm AppointmentUnconfirm an appointment in Meevo.
Action
Update AppointmentUpdate an appointment in Meevo.
Action
Update Booked ServiceUpdate an appointment book service in Meevo.
Action
Update Booked Service (Bypass Conflicts)Update an appointment book service bypassing conflict checks in Meevo.
Action
Update ClientUpdate information about a single client in Meevo.
Action
Update Client Contact FieldsUpdate specific fields of a client profile in Meevo.
Action
Update Client Visit NoteUpdate a single client visit note on the client profile in Meevo.
Action
Add ChartAdd a chart to a worksheet using microsoft graph api.
Action
Add Named ItemAdd Named Item
Action
Add Sharepoint WorksheetAdd a new worksheet to a sharepoint excel workbook using microsoft graph sites api.
Action
Add TableCreate a table over a range in an Excel workbook.
Action
Add Table ColumnAdd a column to a table using microsoft graph api.
Action
Add Table RowAdd a row to a table using microsoft graph api.
Action
Add Workbook PermissionTool 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 WorksheetAdd a new worksheet to an excel workbook using microsoft graph api.
Action
Apply Table FilterApply a filter to a table column using microsoft graph api.
Action
Apply Table SortApply a sort to a table using microsoft graph api.
Action
Autofit RangeAutofit columns or rows intersecting a workbook range.
Action
Calculate FunctionRun one allowlisted Microsoft Graph v1.0 workbook function.
Action
Calculate WorkbookCalculate Excel Workbook
Action
Clear RangeTool 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 FilterClear a filter from a table column using microsoft graph api.
Action
Clear Table FiltersClear All Table Filters
Action
Clear Table SortClear Table Sort
Action
Close SessionTool 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 RangeConvert a table to a range using microsoft graph api.
Action
Copy Drive ItemCreate 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 FolderCreate a folder under a parent Microsoft Graph drive item.
Action
Create WorkbookCreate an .xlsx workbook in the user's OneDrive, from a file URL or blank.
Action
Delete Named ItemPermanently delete a workbook-scoped named item; this cannot be undone.
Action
Delete RangeDelete worksheet cells and shift the remaining cells up or left.
Action
Delete TablePermanently delete an Excel table by its ID or name.
Action
Delete Table ColumnDelete a column from a table using microsoft graph api.
Action
Delete Table RowDelete a row from a table using microsoft graph api.
Action
Delete WorksheetTool 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 PdfTool 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 ApplicationGet Excel Application
Action
Get ChartGet chart
Action
Get Chart AxisTool 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 ComponentGet chart component
Action
Get Chart Data LabelsTool 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 ImageGet chart image
Action
Get Chart LegendTool 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 PointGet chart point
Action
Get Chart SeriesGet chart series
Action
Get Derived RangeReturn a range derived from another range by navigation or geometry.
Action
Get Named ItemRetrieve a workbook-scoped named item by exact name.
Action
Get Named Item RangeGet Named Item Range
Action
Get RangeGet a range from a worksheet using microsoft graph api.
Action
Get Range FormatRead one formatting component from a workbook range.
Action
Get SessionCreate a session for an excel workbook using microsoft graph api.
Action
Get Sharepoint RangeGet a range from a worksheet in sharepoint using microsoft graph sites api.
Action
Get Sharepoint WorksheetGet a worksheet by name or id from a sharepoint excel workbook using microsoft graph sites api.
Action
Get TableRetrieve one workbook- or worksheet-addressed table by ID or exact name.
Action
Get Table ColumnTool 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 RangeGet Table Column Range
Action
Get Table RangeGet Table Range
Action
Get Table RowGet Table Row
Action
Get Table Row RangeGet Table Row Range
Action
Get Table SortGet Table Sort
Action
Get Visible RangeRead cells visible after worksheet filtering.
Action
Get WorkbookTool to retrieve the properties and relationships of a workbook. use when you need to inspect comments, names, tables, or worksheets.
Action
Get WorksheetGet a worksheet by name or id from an excel workbook using microsoft graph api.
Action
Get Worksheet ProtectionGet Worksheet Protection
Action
Get Worksheet Used RangeTool 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 RangeTool 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 PointsList chart points
Action
List ChartsList charts in a worksheet using microsoft graph api.
Action
List Chart SeriesTool to list all data series in a chart. use when you need to enumerate chart series for further analysis.
Action
List CommentsTool to list comments in an excel workbook. use when you need to retrieve all workbook comments via microsoft graph api.
Action
List Drive Item ChildrenTool 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 FilesList files and folders in a drive root or specified path.
Action
List Named ItemsList named items in a workbook using microsoft graph api.
Action
List Sharepoint TablesList tables in a sharepoint worksheet using microsoft graph sites api.
Action
List Sharepoint WorksheetsList worksheets in an excel workbook stored in sharepoint using microsoft graph sites api.
Action
List Table ColumnsList columns in a table using microsoft graph api.
Action
List Table RowsList rows in a table using microsoft graph api.
Action
List TablesList tables in a worksheet using microsoft graph api.
Action
List Workbook PermissionsTool 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 WorksheetsList worksheets in an excel workbook using microsoft graph api.
Action
Merge CellsMerge cells in a worksheet range using microsoft graph api.
Action
Protect WorksheetTool 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 FiltersReapply All Table Filters
Action
Reapply Table SortReapply Table Sort
Action
Refresh SessionRefresh Excel Session
Action
Search FilesTool 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 ContentSearch OneDrive and SharePoint content using Microsoft Search.
Action
Set Chart DataSet chart data
Action
Set Chart PositionSet chart position
Action
Sort RangeSort a range in a worksheet using microsoft graph api.
Action
Unmerge RangeSplit a merged worksheet range back into separate cells.
Action
Unprotect WorksheetRemove protection from a worksheet so it can be edited again.
Action
Update ChartUpdate a chart in a worksheet using microsoft graph api.
Action
Update Chart ComponentUpdate chart component
Action
Update Chart LegendTool to update formatting or position of a chart legend. use when adjusting legend settings after confirming chart and worksheet exist.
Action
Update Chart SeriesRename one Excel chart series by ID or zero-based collection position.
Action
Update Named ItemUpdate a workbook named item's visibility or comment.
Action
Update RangeUpdate a range in a worksheet using microsoft graph api.
Action
Update Range FormatUpdate exactly one formatting component on a workbook range.
Action
Update Sharepoint RangeUpdate a range in a sharepoint worksheet using microsoft graph sites api.
Action
Update TableUpdate a table in a workbook using microsoft graph api.
Action
Update Table ColumnUpdate Table Column
Action
Update Table RowUpdate Table Row
Action
Update WorksheetUpdate worksheet properties (name, position) in an excel workbook using microsoft graph api.
Action
Upload WorkbookTool 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.
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
Meevo and Microsoft Excel, answered
What can start an automation from Meevo?
Any of Meevo's 2 triggers in the catalog, including Client Created and Client Updated. 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 Meevo?
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 Meevo?
Microsoft Excel has no triggers in the catalog today, so automations start in Meevo. 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 Meevo 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 Meevo 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.