# Connect RO App to Microsoft Excel When **New Invoice Statuses** fires in [RO App](https://apiant.ai/connections/ro-app), 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. RO App **12** triggers RO App **39** actions Microsoft Excel **49** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want RO App and Microsoft Excel to do together? Give your AI client this address. `https://mcp.apiant.ai` 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 RO App can start in Microsoft Excel - When **New Invoice Statuses** in RO App then **Add Table Row** in Microsoft Excel - When **New Order Items** in RO App 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 RO App and Microsoft Excel ## Triggers and actions 12 triggers · 88 actions - Trigger **Ad Campaigns** Triggers when a new ad campaign is added in RO App. - Trigger **Cash Flow Items** Triggers when a new cash flow category (income or expense item) is added in RO App. - Trigger **Clients List** Triggers when a new client (person contact) is added in RO App. - Trigger **Employees List** Triggers when a new employee is added to the RO App company account. - Trigger **Lead Types** Triggers when a new inquiry (lead) type is added to your RO App account. - Trigger **List of Services** Triggers when a new service is added to the RO App service catalog. - Trigger **List of the Products** Triggers when a new product is added to the RO App catalog, optionally limited to products matching a name, barcode, SKU, code, MPN or category. - Trigger **Locations** Triggers when a new location is added to your RO App company. - Trigger **New Invoice Statuses** Triggers when a new invoice status is added to your RO App account. - Trigger **New Order Items** Triggers when a new item (product or service) is added to the selected order. - Trigger **New Taxes** Triggers when a new tax rate is added to the company in RO App. - Trigger **Order Statuses** Triggers when a new order status is added to your RO App account. - Action **Add Booking Item** Adds a product or service line item to an existing booking. - Action **Add Lead Comment** Adds a comment to a lead (inquiry) in RO App. - Action **Add Order Comment** Adds a comment to an existing order in RO App, optionally marked private. - Action **Add Task Comment** Adds a comment to a task in RO App. - Action **Changing Order Status** Changes the status of an order, optionally with a comment. - Action **Create a Client** Creates a new client (person) in your RO App contacts. - Action **Create a Lead** Creates a new lead (inquiry) in RO App, optionally linked to a client, location, manager and ad campaign. - Action **Create an Order** Creates a new order in RO App for a client at a chosen location. - Action **Create an Order Item** Adds a product or service line item to an existing order in RO App. - Action **Create an Order or Estimate** Creates a new estimate in RO App for a client at a location. - Action **Create a Payment** Records an income or expense payment in a cashbox in RO App. - Action **Create Asset** Creates a new asset (such as a vehicle or device) in RO App, identified by its serial number. - Action **Create Booking** Creates a new booking for a client at a location with an assigned employee and time slot. - Action **Create Product** Creates a new product in the RO App catalog. - Action **Create Service** Creates a new service in the RO App catalog. - Action **Create Task** Creates a task in RO App with a title, due date and assigned employees, optionally linked to an order, lead, client or invoice. - Action **Create Update_booking** Updates an existing booking's location, status, assignee, client, schedule, resource or comment. - Action **Find Product** Finds products in the RO App catalog by name, barcode, SKU, code, manufacturer part number or category. - Action **Find Service** Finds services in the RO App catalog by name, barcode or category. - Action **Get Booking Items** Returns all the service items on a specific booking. - Action **Get Client by ID** Returns the details of a single client (person) by its ID. - Action **Get Estimate by ID** Returns the full details of a single estimate, including its custom field values. - Action **Get Lead by ID** Returns a single lead (inquiry) by its ID, including its custom fields. - Action **Get Order by Id** Returns the full details of a single order by its ID. - Action **Get Prices** Returns the list of price types (margins) configured for your company. - Action **Get Product by Id** Returns a single product from your RO App catalog by its ID, including its custom fields. - Action **Get Product Categories** Returns the product categories in your RO App catalog, optionally limited to the children of one parent category. - Action **Get Service Categories** Returns the list of service categories in your RO App catalog, optionally under a parent category. - Action **Get Task** Returns a single task by its ID, including all of its details. - Action **Get UOMs (Inits of Measure)** Returns the list of product units of measure (UOMs) defined in the RO App account. - Action **Move Asset** Moves an asset to a different warehouse. - Action **Search for Assets** Searches assets by serial number (VIN, IMEI), optionally narrowed by warehouse, owner or asset ID. - Action **Search for Clients** Searches clients (people) by name, phone, email, manager, tag or date, and returns the matching clients. - Action **Search Task** Searches tasks for ones whose title or description contains the given text, optionally narrowed by author, assignee or deadline. - Action **Update an Order Item** Updates an existing item on an order — its quantity, price, cost, discount, warranty, taxes, assignee or comment. - Action **Update an Order or Estimate** Updates an existing order (or estimate) in RO App — its location, type, people, schedule, notes, due date and custom field values. Fields left blank are not changed. - Action **Update_booking_item** Updates the quantity, price, cost, discount, warranty, taxes or comment of an item on a booking. - Action **Update Client** Updates an existing client (person) in RO App contacts. - Action **Update Product** Updates an existing product in the RO App catalog, such as its title, SKU, category, prices or barcodes. - Action **Add Chart** Add a chart to a worksheet using microsoft graph api. - 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 **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 **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 **Create Workbook** Create an.xlsx workbook in the user's OneDrive, from a file URL or blank. - 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 **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 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 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 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 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 **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 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 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 **Sort Range** Sort a range in a worksheet using microsoft graph api. - 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 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 Worksheet** Update worksheet properties (name, position) in an excel workbook using microsoft graph api. ## Each app on its own - [ **RO App** RO App is an all-in-one software for business management.](https://apiant.ai/connections/ro-app) - [ **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 RO App - [ **RO App to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/ro-app-to-salesforce) - [ **RO App to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/ro-app-to-slack) - [ **RO App to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/ro-app-to-stripe) - [ **RO App to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/ro-app-to-shopify) - [ **RO App to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/ro-app-to-trello) - [ **RO App to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/ro-app-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 ## RO App and Microsoft Excel, answered ### ### What can start an automation from RO App? Any of RO App's 12 triggers in the catalog, including New Invoice Statuses, New Order Items, New Taxes and Ad Campaigns. 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 RO App? 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 RO App? Microsoft Excel has no triggers in the catalog today, so automations start in RO App. 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 RO App 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.