How to Query Live Excel Online Data in Claude Desktop

Model Context Protocol (MCP) is an emerging, open-source standard for connecting LLMs with external services and data sources. Through MCP Servers, AI clients can perform actions like opening Jira tickets, posting Slack messages, committing GitHub branches and more. With CData Code Assist MCP, these capabilities expand exponentially.

CData Code Assist MCP provides schema-aware context to AI tools — whether you're using it for AI-assisted code generation in IDEs like Cursor, or for querying live data through chat interfaces like Claude Desktop.

In this article, we guide the reader through installing CData Code Assist MCP for Excel Online, configuring the connection to Excel Online, and asking questions of the data in Claude Desktop.

Prerequisites

You need to download Claude Desktop (download) and create an account before continuing.

Overview

Here's a quick overview of the steps:

1. Download and install the CData Code Assist MCP for Excel Online
2. Configure the connection to Excel Online
3. Ask questions about the data in Claude Desktop

Step 1: Download and install CData Code Assist MCP

1. To begin, navigate to https://www.cdata.com/solutions/codeassist/ and download the CData Code Assist MCP for Excel Online. 👁 Downloading the CData Code Assist MCP installer
   
2. Find and double-click the installer to begin the installation. 👁 Running the installer for CData Code Assist MCP (Google Sheets is shown.)
   
3. Follow the prompts to complete the installation. 👁 Completing the CData Code Assist MCP installation (Google Sheets is shown).
   

When the installation is complete, you are ready to configure Code Assist MCP by connecting to Excel Online.

Step 2: Configure the connection to Excel Online

1. After installation, the Code Assist MCP configuration wizard should open automatically. 👁 The Code Assist MCP configuration wizard.
   

   NOTE: If the wizard does not open automatically, search for "CData Code Assist MCP" in the Windows search bar and double-click the application. 👁 Opening the Code Assist MCP configuration wizard (Google Sheets is shown).
   

2. Click the dropdown menu in MCP Configuration > Configuration Name and select "
3. Name the configuration (e.g. "cdataexcelonline") and click "OK."

   NOTE: This name is used as the name for the MCP server and as the prefix for all of the MCP Server's tools.

   👁 Naming the configuration.
   

4. Connecting to Excel Online

   You can connect to a workbook by providing authentication to Excel Online and then setting the following properties:

   • : Set this to the name or Id of the workbook.

     If you want to view a list of information about the available workbooks, execute a query to the Workbooks view after you authenticate.

   • : Set this to true if you are connecting to a workbook in a sandbox account. Otherwise, leave this blank to connect to a production account.

   You use the OAuth authentication standard to authenticate to Excel Online. See the Getting Started section in the help documentation for a guide. Getting Started also guides you through executing SQL to worksheets and ranges.

   Enter the appropriate connection properties in the configuration wizard.

   👁 Configuring the Server to connect with a specific Spreadsheet.
   
5. Click "Connect" to authenticate with Excel Online through OAuth. 👁 Authenticating with Google
   

   NOTE: The configuration wizard should open your browser and ask you to sign into Excel Online. If your browser does not open, close the configuration wizard and re-open the application using "Run as Administrator" (see below).

   👁 Running the configuration wizard with elevated permissions.
   
6. Finally, click "Save Configuration" to save the configuration. 👁 Saving the Code Assist MCP configuration.
   

   NOTE: This saves the configuration details to a separate file and updates the Claude Desktop configuration file (claude_desktop_config.json) to start Code Assist MCP when the Claude Desktop client starts.

With Code Assist MCP configured, you are ready to start asking questions of your live data from Claude.

Step 3: Ask AI for answers from live Excel Online data

Now that we have installed Code Assist MCP and configured a connection, we are ready to start with Excel Online data in Claude Desktop.

1. Open Claude Desktop. It may take a moment for Code Assist MCP to start, but you will see the list of servers and tools available in the Claude interface (look for the settings icon below the prompt bar). 👁 The MCP servers menu showing available connections in Claude Desktop
   

   You can individually enable and disable specific tools by clicking on the server name. 👁 The expanded tool list for Code Assist MCP in Claude Desktop
   

2. Now that you have connected, you can ask Claude questions about the Excel Online data. For example: "Can you give me a quantitative analysis about my closed-won opportunities by industry?"

   NOTE: Claude may need to explore the Excel Online data to make sense of it before it can begin answering questions of the data. The tabular model presented by CData alongside the database tools available simplify the data exploration and analysis for an LLM.

   👁 Claude Desktop displaying a quantitative analysis of live data
   

Build with Code Assist MCP. Deploy with CData Drivers.

Download Code Assist MCP for free and give your AI tools schema-aware access to live Excel Online data during development. When you're ready to move to production, CData Excel Online Drivers deliver the same SQL-based access with enterprise-grade performance, security, and reliability.

Visit the CData Community to share insights, ask questions, and explore what's possible with MCP-powered AI workflows.