Claude for Excel

Analyse and edit the workbook that is open in front of you.

AvailableIT involvement likely

What you need

Use a paid Claude plan and a Microsoft 365 subscription build of Excel. Check the official Claude pricing page for current plan details.

Start at claude.com/claude-for-microsoft-365 rather than searching the store for “Claude”.
Follow the link on that page to the Microsoft Marketplace listing called Claude for Microsoft 365. One listing covers Word, Excel and PowerPoint.
In Excel, open Home or Insert > Add-ins, select the official add-in and sign in.
Open a harmless workbook and confirm Claude can read a selected range.

Excel is the dependable spreadsheet add-in and also works on iPad. Review formulas, citations and changed cells before you rely on the result.
The add-in does not work on perpetual Office 2016 or 2019. It requires a Microsoft 365 subscription build.
The Office add-ins do not inherit an organisation's custom retention setting, and their activity is absent from Enterprise audit logs, the Compliance API and data exports.
Work across Microsoft 365 apps is on for personal paid plans and off by default for Team and Enterprise until an owner enables Organization settings > Office agents > Let Claude work across apps.

If the add-in is missing, IT should deploy asset WA200010725 or use the verified Excel manifest in the IT section.
Allow 24 to 72 hours after admin deployment for it to appear on the ribbon.
If the add-in appears but its pane stays blank, ask IT to allow pivot.claude.ai.

Still blocked or need company approval?Go to the IT section in the full guide

Analyse and edit the workbook that is open in front of you.

AvailableIT involvement likely

Use a paid Claude plan and a Microsoft 365 subscription build of Excel. Check the official Claude pricing page for current plan details.

Start at claude.com/claude-for-microsoft-365 rather than searching the store for “Claude”.
Follow the link on that page to the Microsoft Marketplace listing called Claude for Microsoft 365. One listing covers Word, Excel and PowerPoint.
In Excel, open Home or Insert > Add-ins, select the official add-in and sign in.
Open a harmless workbook and confirm Claude can read a selected range.

Excel is the dependable spreadsheet add-in and also works on iPad. Review formulas, citations and changed cells before you rely on the result.
The add-in does not work on perpetual Office 2016 or 2019. It requires a Microsoft 365 subscription build.
The Office add-ins do not inherit an organisation's custom retention setting, and their activity is absent from Enterprise audit logs, the Compliance API and data exports.
Work across Microsoft 365 apps is on for personal paid plans and off by default for Team and Enterprise until an owner enables Organization settings > Office agents > Let Claude work across apps.

If the add-in is missing, IT should deploy asset WA200010725 or use the verified Excel manifest in the IT section.
Allow 24 to 72 hours after admin deployment for it to appear on the ribbon.
If the add-in appears but its pane stays blank, ask IT to allow pivot.claude.ai.

Still blocked or need company approval?Go to the IT section in the full guide