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Data & analytics integration

Excel integration for AI agents

Insiro connects AI agents to Excel so they can act in it under your rules. Microsoft Excel is a robust spreadsheet application for organizing, analyzing, and visualizing data. It's the go-to tool for calculations, reporting, and flexible data management. Every Excel action runs through Insiro's governed gateway, using each person's own connection (OAuth 2.0).

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What can AI agents do with Excel?

With Insiro, agents can answer questions in plain English over the data, refresh reports on a schedule, flag anomalies and explain what changed and export results to the people who need them, all inside the permissions you set for Excel.

  • Answer questions in plain English over the data.
  • Refresh reports on a schedule.
  • Flag anomalies and explain what changed.
  • Export results to the people who need them.

A journey through Insiro

Excel logo ExcelInsiroSlack

Example: Excel → Insiro → Slack to post the morning metrics brief to leadership. Insiro checks permissions, applies approvals and records the evidence at every hop.

Frequently asked questions about Excel

Can Insiro AI agents use Excel?

Yes. Insiro connects AI agents to Excel through its governed MCP gateway. Agents can answer questions in plain English over the data and refresh reports on a schedule using each person's own Excel access, with read-only as the default and approvals for actions that change data.

How does Insiro connect to Excel?

Excel connects with OAuth 2.0. Each user connects their own account once; Insiro stores the credential encrypted and brokers it to the tool only at the moment of a call, so models never see it. Admins can also register a workspace-level connection.

Can I make Excel read-only for agents?

Yes. In Insiro Governance, set Excel to Off, Read only, or Read and write in a click. Write actions can require confirmation or owner approval by risk tier, and every call is logged with the user, tool, tokens and cost.

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Put Excel to work with governed AI agents.

A 30-minute working session: we connect one data source and one app, then run a governed agent on a task you choose.

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  • 13governance checks on every agent tool call
  • 1,700+SaaS apps agents can act in
  • 30+data dialects for plain-English questions