Integration
Connect Raisely to Microsoft Excel
When New Campaign fires in Raisely, 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 Raisely and Microsoft Excel to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiAny 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 Raisely can start in Microsoft Excel
When New Campaign in Raisely
then Add Table Row in Microsoft Excel
When New Interaction in Raisely
then Add Chart 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 Raisely and Microsoft Excel
Triggers and actions 3 triggers · 58 actions
Trigger
New CampaignTriggers when a new campaign is created in your Raisely organisation.
Trigger
New InteractionTriggers when a new interaction is recorded against a person in Raisely.
Trigger
New PersonTriggers when a new person (supporter) is added to your Raisely organisation.
Action
Get campaignReturns a Raisely campaign, including its settings and custom public fields, by its path or UUID.
Action
Get donationReturns a single donation by its unique ID, including its amount, donor and any custom fields.
Action
Get profileReturns a fundraising profile (individual or team page), including its goal, totals and custom fields.
Action
Get userReturns a Raisely user (a person with access to your organisation's admin) by their unique ID.
Action
List campaignsReturns the campaigns in your Raisely account, newest first, optionally filtered by search text, path, mode or status.
Action
List donationsReturns the donations in your Raisely organisation, optionally narrowed to one campaign or by search text.
Action
Update campaignUpdates an existing Raisely campaign's name, description or fundraising goal. Fields left blank are not changed.
Action
Update donationUpdates an existing donation's donor details and message in Raisely.
Action
Update profileUpdates a fundraising profile's name, description, goal or photo, and returns the updated profile.
Action
Add ChartAdd a chart to a worksheet using microsoft graph api.
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
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
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
Create WorkbookCreate an .xlsx workbook in the user's OneDrive, from a file URL or blank.
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
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 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 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 RangeGet a range from a worksheet using microsoft graph api.
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 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 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
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 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 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
Sort RangeSort a range in a worksheet using microsoft graph api.
Action
Update ChartUpdate a chart in a worksheet using microsoft graph api.
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 RangeUpdate a range in a worksheet using microsoft graph api.
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 WorksheetUpdate 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
Raisely and Microsoft Excel, answered
What can start an automation from Raisely?
Any of Raisely's 3 triggers in the catalog, including New Campaign, New Interaction and New Person. 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 Raisely?
Any of Microsoft Excel's 49 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 Raisely?
Microsoft Excel has no triggers in the catalog today, so automations start in Raisely. 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 Raisely 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.
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.