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Microsoft Excel

Prefer guided AI setup?

Instead of following these steps manually, you can use the AI Credential Assistant — describe what you want to connect and the AI will walk you through the setup step by step, tailored to your account.

Overview​

Connect your Microsoft Excel to Nirvai to automate spreadsheet management in Microsoft 365.

Supported Authentication Methods​

  • OAuth2

Prerequisites​

  • A Microsoft 365 account
  • Access to Excel workbooks

Setup Instructions​

  1. In Nirvai, go to Credentials > Add Credential
  2. Select Microsoft Excel OAuth2
  3. Click Authorize
  4. Sign in with your Microsoft account
  5. Review and accept the requested permissions
  6. You'll be redirected back to Nirvai with your credential saved

Permissions Requested​

  • Files.ReadWrite: Read and write files
  • Files.ReadWrite.All: Access all files

What You Can Do​

  • Read and write cell data
  • Create worksheets
  • Format cells and ranges
  • Create tables and charts
  • Run Excel functions

Adapted from Microsoft documentation for Nirvai platform

Next Steps​

Got your credential? Connect it to an agent

Use the AI Tool Creator to turn this credential into agent-callable tools. Describe what your agent should be able to do and the AI investigates the API, configures the endpoints, and gives you a reviewable toolkit before saving anything.