--- title: "Connect Recurly to Microsoft Excel - APIANT.ai" description: "When \"Prerenewal of subscription\" fires in Recurly, your agent runs \"Add Table Row\" in Microsoft Excel." canonical: "https://apiant.ai/connect/recurly-to-microsoft-excel" --- # Connect Recurly to Microsoft Excel When **Prerenewal of subscription** fires in [Recurly](https://apiant.ai/connections/recurly), 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. Recurly **1** trigger Recurly **80** 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 Recurly 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 Recurly can start in Microsoft Excel - When **Prerenewal of subscription** in Recurly then **Add Table Row** in Microsoft Excel - When **Prerenewal of subscription** in Recurly 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 Recurly and Microsoft Excel ## Triggers and actions 1 trigger · 178 actions - Trigger **Prerenewal of subscription** Instant trigger: fires before a Recurly subscription renews (webhook). - Action **Add add-on to subscription** Adds an add-on to an existing subscription. An error occurs if the subscription already has the add-on. - Action **Add coupon** Create a new discount coupon. - Action **Add coupon redemption** Apply a coupon to an account or subscription. - Action **Add gift card** Create a new gift card. - Action **Add invoice** Create an invoice for an account's pending line items. - Action **Add item** Create a new catalog item. - Action **Add plan** Create a new subscription plan. - Action **Add plan add-on** Create a new add-on for a subscription plan. - Action **Add shipping address** Create a new shipping address for an account. - Action **Add subscription change** Schedule a pending change to a subscription (e.g. plan or quantity change at renewal). - Action **Adjust add-on quantity** Increases or decreases the quantity of the specified add-on. NOTE: this action assumes the subscription only has a single add-on! Do not use if the subscription has multiple add-ons, otherwise all add-ons other than the specified one will be deleted if the computed quantity is zero! - Action **Cancel subscription** Cancels a subscription so it remains active until the end of the current bill cycle, then expires. - Action **Convert trial subscription** Immediately converts a trial subscription to a fully active paid subscription, creating and collecting an invoice for auto-collecting subscriptions. If the invoice cannot be collected, the subscription will remain in trial. The subscription must be in a trial; active, paused, expired, cancelled, or failed subscriptions cannot be converted. - Action **Create account** Creates a new account. An error occurs if the account code already exists. - Action **Create line item** Creates a one-time charge or credit on the specified account. type is charge or credit. - Action **Create purchase - add subscription** Adds a subscription to the specified purchase. Must be passed a Purchase ID emitted by 'Create purchase - initialize'. - Action **Create purchase - add subscription add-on** Adds an add-on to the specified subscription within a staged purchase. The subscription (by plan code) must have already been added to the purchase. - Action **Create purchase - initialize** Initializes a new purchase. Emits a Purchase ID that must be passed into other create purchase actions to add items to the purchase and finalize. - Action **Create purchase - submit** Submits the assembled purchase to Recurly. - Action **Create subscription** Creates a new subscription for an account on a plan. Pass account_code, plan_code, and currency. - Action **Deactivate account** Deactivates (deletes) the specified account. - Action **Delete account billing info** Remove an account's stored billing information. - Action **Delete coupon** Expire a coupon so it can no longer be redeemed. - Action **Delete coupon redemption** Remove an active coupon redemption from an account or subscription. - Action **Delete item** Deactivate an item so it cannot be bought again. Existing line items are unaffected. - Action **Delete line item** Delete an uninvoiced line item. - Action **Delete plan** Remove a subscription plan. - Action **Delete plan add-on** Remove an add-on from a plan. - Action **Delete shipping address** Remove an account's shipping address. - Action **Delete subscription change** Cancel a subscription's pending scheduled change. - Action **Delete usage record** Deletes a usage record from a subscription add-on. - Action **Get account** Returns all fields for the specified account. The account ID may be a Recurly UUID or a code-prefixed account code. - Action **Get account balance** Fetch an account's current balance and past-due status. - Action **Get account billing info** Returns the billing information for the specified account. - Action **Get add-on** Fetch a single add-on by ID. - Action **Get all subscriptions** Returns all subscriptions for the account. - Action **Get coupon** Fetch a coupon by its code. - Action **Get gift card** Fetch a gift card by ID. - Action **Get invoice** Returns the specified invoice. ID may be a Recurly UUID or the invoice number. - Action **Get item** Fetch a catalog item by ID. - Action **Get line item** Fetch a single line item by ID. - Action **Get plan** Returns the specified plan. The ID may be a Recurly UUID or a code-prefixed plan code. - Action **Get shipping address** Fetch an account's shipping address. - Action **Get subscription** Returns all fields for the specified subscription. The ID may be a Recurly UUID or a uuid-prefixed value. - Action **Get subscription add-ons** Returns all add-ons for the specified subscription. - Action **Get subscription change** Fetch a subscription's pending scheduled change. - Action **Get transaction** Fetch a single payment transaction by ID. - Action **List account invoices** Returns the invoices for the specified account. - Action **List account line items** Returns the line items (charges and credits) for the specified account. - Action **List account notes** List the notes on an account. - Action **List accounts** Returns a list of accounts. Supports limit, order, sort, and state filters. - Action **List account subscriptions** Returns the subscriptions for the specified account. - Action **List active coupon redemptions** Read the coupon currently applied to an account. Fails with a not-found error when the account has no coupon on it. - Action **List a subscription add-on's usage records** Lists all usage records for a subscription add-on for the specified subscription. - Action **List coupons** Returns a list of coupons for the site. - Action **List credit payments** List credit payments issued across the site. - Action **List gift cards** List gift cards issued on the site. - Action **List invoices** Returns a list of all invoices on the site. Supports limit and state filters. - Action **List items** List a site's catalog items. - Action **List plans** Returns a list of plans for the site. - Action **List shipping addresses** List an account's shipping addresses. - Action **List subscriptions** Returns a list of all subscriptions. Supports limit and state filters. - Action **List transactions** List payment transactions across the site. - Action **Log a usage record on subscription add-on** Logs a usage record on the specified subscription add-on. - Action **Pause subscription** Pauses a subscription for the given number of remaining billing cycles. - Action **Reactivate account** Reactivate an inactive Recurly account. - Action **Reactivate subscription** Reactivates a canceled subscription so it renews at the end of the current bill cycle. - Action **Redeem gift card** Redeem a gift card's redemption code onto an account. - Action **Refund invoice** Issue a refund against an invoice. - Action **Remove add-on from subscription** Removes an add-on from a subscription. - Action **Terminate subscription** Immediately terminates a subscription. refund may be none, partial, or full. - Action **Update account** Updates the specified account. - Action **Update account billing info** Set or replace an account's credit card / payment billing information. - Action **Update coupon** Update an active coupon's details. - Action **Update item** Update an existing catalog item. - Action **Update plan** Update an existing subscription plan. - Action **Update plan add-on** Update an existing plan add-on. - Action **Update shipping address** Update an account's shipping address. - Action **Update subscription renewal date** For an active subscription, this will change the next renewal date. For a subscription in a trial period, modifying the renewal date will change when the trial expires. - Action **Void invoice** Void a credit invoice. - 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 - [ **Recurly** Recurly is a subscription management and recurring billing platform.](https://apiant.ai/connections/recurly) - [ **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 Recurly - [ **Recurly to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/recurly-to-salesforce) - [ **Recurly to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/recurly-to-slack) - [ **Recurly to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/recurly-to-shopify) - [ **Recurly to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/recurly-to-quickbooks-online) - [ **Recurly to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/recurly-to-trello) - [ **Recurly to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/recurly-to-zoom) ## 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 ## Recurly and Microsoft Excel, answered ### ### What can start an automation from Recurly? Any of Recurly's 1 trigger in the catalog, including Prerenewal of subscription. 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 Recurly? 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 Recurly? Microsoft Excel has no triggers in the catalog today, so automations start in Recurly. 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 Recurly 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 Recurly 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.