How to integrate Excel MCP with Mastra AI

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Introduction

This guide walks you through connecting Excel to Mastra AI using the Composio tool router. By the end, you'll have a working Excel agent that can add sales data row to q2 table, create bar chart from revenue column, share this workbook with my manager, clear outdated entries from worksheet range through natural language commands.

This guide will help you understand how to give your Mastra AI agent real control over a Excel account through Composio's Excel MCP server.

Before we dive in, let's take a quick look at the key ideas and tools involved.

TL;DR

Here's what you'll learn:
  • Set up your environment so Mastra, OpenAI, and Composio work together
  • Create a Tool Router session in Composio that exposes Excel tools
  • Connect Mastra's MCP client to the Composio generated MCP URL
  • Fetch Excel tool definitions and attach them as a toolset
  • Build a Mastra agent that can reason, call tools, and return structured results
  • Run an interactive CLI where you can chat with your Excel agent

What is Mastra AI?

Mastra AI is a TypeScript framework for building AI agents with tool support. It provides a clean API for creating agents that can use external services through MCP.

Key features include:

  • MCP Client: Built-in support for Model Context Protocol servers
  • Toolsets: Organize tools into logical groups
  • Step Callbacks: Monitor and debug agent execution
  • OpenAI Integration: Works with OpenAI models via @ai-sdk/openai

What is the Excel MCP server, and what's possible with it?

The Excel MCP server is an implementation of the Model Context Protocol that connects your AI agent and assistants like Claude, Cursor, etc directly to your Excel account. It provides structured and secure access to your spreadsheets, so your agent can perform actions like adding data, creating tables, managing worksheets, generating charts, and sharing workbooks on your behalf.

  • Automated data entry and updates: Let your agent add rows, columns, or clear specific ranges in any worksheet—keeping your data fresh, organized, and accurate.
  • Effortless table and worksheet management: Direct your agent to create tables, add new worksheets, or organize data structures for seamless tracking and reporting.
  • Dynamic chart generation: Have your agent visualize your data instantly by adding charts to any worksheet for quick insights and analysis.
  • Advanced filtering and sorting: Ask your agent to apply filters or custom sorts to tables, making it easy to focus on what matters most in your datasets.
  • Secure sharing and permission control: Empower your agent to grant access or update permissions on workbooks, ensuring your team can collaborate safely and efficiently.

Supported Tools & Triggers

Tools
Add ChartAdd a chart to a worksheet using microsoft graph api.
Add SharePoint WorksheetAdd a new worksheet to a sharepoint excel workbook using microsoft graph sites api.
Add TableCreate a table in a workbook using microsoft graph api.
Add Table ColumnAdd a column to a table using microsoft graph api.
Add Table RowAdd a row to a table using microsoft graph api.
Add Workbook PermissionTool to grant access to a workbook via invite.
Add WorksheetAdd a new worksheet to an excel workbook using microsoft graph api.
Apply Table FilterApply a filter to a table column using microsoft graph api.
Apply Table SortApply a sort to a table using microsoft graph api.
Clear RangeTool to clear values, formats, or contents in a specified worksheet range.
Clear Table FilterClear a filter from a table column using microsoft graph api.
Close Excel SessionTool to close an existing excel workbook session.
Convert Table To RangeConvert a table to a range using microsoft graph api.
Create WorkbookTool to create a new workbook file at a specified drive path.
Delete Table ColumnDelete a column from a table using microsoft graph api.
Delete Table RowDelete a row from a table using microsoft graph api.
Delete WorksheetTool to delete a worksheet from the workbook.
Get Chart AxisTool to retrieve a specific axis from a chart.
Get Chart Data LabelsTool to retrieve the data labels object of a chart.
Get Chart LegendTool to retrieve the legend object of a chart.
Get RangeGet a range from a worksheet using microsoft graph api.
Create Excel SessionCreate a session for an excel workbook using microsoft graph api.
Get SharePoint RangeGet a range from a worksheet in sharepoint using microsoft graph sites api.
Get SharePoint WorksheetGet a worksheet by name or id from a sharepoint excel workbook using microsoft graph sites api.
Get Table ColumnTool to retrieve a specific column from a workbook table.
Get workbookTool to retrieve the properties and relationships of a workbook.
Get WorksheetGet a worksheet by name or id from an excel workbook using microsoft graph api.
Insert RangeTool to insert a new cell range into a worksheet, shifting existing cells down or right.
List ChartsList charts in a worksheet using microsoft graph api.
List Chart SeriesTool to list all data series in a chart.
List CommentsTool to list comments in an excel workbook.
List Drive FilesList files and folders in a drive root or specified path.
List Named ItemsList named items in a workbook using microsoft graph api.
List SharePoint TablesList tables in a sharepoint worksheet using microsoft graph sites api.
List SharePoint WorksheetsList worksheets in an excel workbook stored in sharepoint using microsoft graph sites api.
List Table ColumnsList columns in a table using microsoft graph api.
List Table RowsList rows in a table using microsoft graph api.
List TablesList tables in a worksheet using microsoft graph api.
List Workbook PermissionsTool to list permissions set on the workbook file.
List WorksheetsList worksheets in an excel workbook using microsoft graph api.
Merge CellsMerge cells in a worksheet range using microsoft graph api.
Protect WorksheetTool to protect a worksheet using optional protection options.
Sort RangeSort a range in a worksheet using microsoft graph api.
Update ChartUpdate a chart in a worksheet using microsoft graph api.
Update Chart LegendTool to update formatting or position of a chart legend.
Update RangeUpdate a range in a worksheet using microsoft graph api.
Update SharePoint RangeUpdate a range in a sharepoint worksheet using microsoft graph sites api.
Update TableUpdate a table in a workbook using microsoft graph api.
Update WorksheetUpdate worksheet properties (name, position) in an excel workbook using microsoft graph api.

What is the Composio tool router, and how does it fit here?

What is Tool Router?

Composio's Tool Router helps agents find the right tools for a task at runtime. You can plug in multiple toolkits (like Gmail, HubSpot, and GitHub), and the agent will identify the relevant app and action to complete multi-step workflows. This can reduce token usage and improve the reliability of tool calls. Read more here: Getting started with Tool Router

The tool router generates a secure MCP URL that your agents can access to perform actions.

How the Tool Router works

The Tool Router follows a three-phase workflow:

  1. Discovery: Searches for tools matching your task and returns relevant toolkits with their details.
  2. Authentication: Checks for active connections. If missing, creates an auth config and returns a connection URL via Auth Link.
  3. Execution: Executes the action using the authenticated connection.

Step-by-step Guide

Prerequisites

Before starting, make sure you have:
  • Node.js 18 or higher
  • A Composio account with an active API key
  • An OpenAI API key
  • Basic familiarity with TypeScript

Getting API Keys for OpenAI and Composio

OpenAI API Key
  • Go to the OpenAI dashboard and create an API key.
  • You need credits or a connected billing setup to use the models.
  • Store the key somewhere safe.
Composio API Key
  • Log in to the Composio dashboard.
  • Go to Settings and copy your API key.
  • This key lets your Mastra agent talk to Composio and reach Excel through MCP.

Install dependencies

bash
npm install @composio/core @mastra/core @mastra/mcp @ai-sdk/openai dotenv

Install the required packages.

What's happening:

  • @composio/core is the Composio SDK for creating MCP sessions
  • @mastra/core provides the Agent class
  • @mastra/mcp is Mastra's MCP client
  • @ai-sdk/openai is the model wrapper for OpenAI
  • dotenv loads environment variables from .env

Set up environment variables

bash
COMPOSIO_API_KEY=your_composio_api_key_here
COMPOSIO_USER_ID=your_user_id_here
OPENAI_API_KEY=your_openai_api_key_here

Create a .env file in your project root.

What's happening:

  • COMPOSIO_API_KEY authenticates your requests to Composio
  • COMPOSIO_USER_ID tells Composio which user this session belongs to
  • OPENAI_API_KEY lets the Mastra agent call OpenAI models

Import libraries and validate environment

typescript
import "dotenv/config";
import { openai } from "@ai-sdk/openai";
import { Agent } from "@mastra/core/agent";
import { MCPClient } from "@mastra/mcp";
import { Composio } from "@composio/core";
import * as readline from "readline";

import type { AiMessageType } from "@mastra/core/agent";

const openaiAPIKey = process.env.OPENAI_API_KEY;
const composioAPIKey = process.env.COMPOSIO_API_KEY;
const composioUserID = process.env.COMPOSIO_USER_ID;

if (!openaiAPIKey) throw new Error("OPENAI_API_KEY is not set");
if (!composioAPIKey) throw new Error("COMPOSIO_API_KEY is not set");
if (!composioUserID) throw new Error("COMPOSIO_USER_ID is not set");

const composio = new Composio({
  apiKey: composioAPIKey as string,
});
What's happening:
  • dotenv/config auto loads your .env so process.env.* is available
  • openai gives you a Mastra compatible model wrapper
  • Agent is the Mastra agent that will call tools and produce answers
  • MCPClient connects Mastra to your Composio MCP server
  • Composio is used to create a Tool Router session

Create a Tool Router session for Excel

typescript
async function main() {
  const session = await composio.create(
    composioUserID as string,
    {
      toolkits: ["excel"],
    },
  );

  const composioMCPUrl = session.mcp.url;
  console.log("Excel MCP URL:", composioMCPUrl);
What's happening:
  • create spins up a short-lived MCP HTTP endpoint for this user
  • The toolkits array contains "excel" for Excel access
  • session.mcp.url is the MCP URL that Mastra's MCPClient will connect to

Configure Mastra MCP client and fetch tools

typescript
const mcpClient = new MCPClient({
    id: composioUserID as string,
    servers: {
      nasdaq: {
        url: new URL(composioMCPUrl),
        requestInit: {
          headers: session.mcp.headers,
        },
      },
    },
    timeout: 30_000,
  });

console.log("Fetching MCP tools from Composio...");
const composioTools = await mcpClient.getTools();
console.log("Number of tools:", Object.keys(composioTools).length);
What's happening:
  • MCPClient takes an id for this client and a list of MCP servers
  • The headers property includes the x-api-key for authentication
  • getTools fetches the tool definitions exposed by the Excel toolkit

Create the Mastra agent

typescript
const agent = new Agent({
    name: "excel-mastra-agent",
    instructions: "You are an AI agent with Excel tools via Composio.",
    model: "openai/gpt-5",
  });
What's happening:
  • Agent is the core Mastra agent
  • name is just an identifier for logging and debugging
  • instructions guide the agent to use tools instead of only answering in natural language
  • model uses openai("gpt-5") to configure the underlying LLM

Set up interactive chat interface

typescript
let messages: AiMessageType[] = [];

console.log("Chat started! Type 'exit' or 'quit' to end.\n");

const rl = readline.createInterface({
  input: process.stdin,
  output: process.stdout,
  prompt: "> ",
});

rl.prompt();

rl.on("line", async (userInput: string) => {
  const trimmedInput = userInput.trim();

  if (["exit", "quit", "bye"].includes(trimmedInput.toLowerCase())) {
    console.log("\nGoodbye!");
    rl.close();
    process.exit(0);
  }

  if (!trimmedInput) {
    rl.prompt();
    return;
  }

  messages.push({
    id: crypto.randomUUID(),
    role: "user",
    content: trimmedInput,
  });

  console.log("\nAgent is thinking...\n");

  try {
    const response = await agent.generate(messages, {
      toolsets: {
        excel: composioTools,
      },
      maxSteps: 8,
    });

    const { text } = response;

    if (text && text.trim().length > 0) {
      console.log(`Agent: ${text}\n`);
        messages.push({
          id: crypto.randomUUID(),
          role: "assistant",
          content: text,
        });
      }
    } catch (error) {
      console.error("\nError:", error);
    }

    rl.prompt();
  });

  rl.on("close", async () => {
    console.log("\nSession ended.");
    await mcpClient.disconnect();
    process.exit(0);
  });
}

main().catch((err) => {
  console.error("Fatal error:", err);
  process.exit(1);
});
What's happening:
  • messages keeps the full conversation history in Mastra's expected format
  • agent.generate runs the agent with conversation history and Excel toolsets
  • maxSteps limits how many tool calls the agent can take in a single run
  • onStepFinish is a hook that prints intermediate steps for debugging

Complete Code

Here's the complete code to get you started with Excel and Mastra AI:

typescript
import "dotenv/config";
import { openai } from "@ai-sdk/openai";
import { Agent } from "@mastra/core/agent";
import { MCPClient } from "@mastra/mcp";
import { Composio } from "@composio/core";
import * as readline from "readline";

import type { AiMessageType } from "@mastra/core/agent";

const openaiAPIKey = process.env.OPENAI_API_KEY;
const composioAPIKey = process.env.COMPOSIO_API_KEY;
const composioUserID = process.env.COMPOSIO_USER_ID;

if (!openaiAPIKey) throw new Error("OPENAI_API_KEY is not set");
if (!composioAPIKey) throw new Error("COMPOSIO_API_KEY is not set");
if (!composioUserID) throw new Error("COMPOSIO_USER_ID is not set");

const composio = new Composio({ apiKey: composioAPIKey as string });

async function main() {
  const session = await composio.create(composioUserID as string, {
    toolkits: ["excel"],
  });

  const composioMCPUrl = session.mcp.url;

  const mcpClient = new MCPClient({
    id: composioUserID as string,
    servers: {
      excel: {
        url: new URL(composioMCPUrl),
        requestInit: {
          headers: session.mcp.headers,
        },
      },
    },
    timeout: 30_000,
  });

  const composioTools = await mcpClient.getTools();

  const agent = new Agent({
    name: "excel-mastra-agent",
    instructions: "You are an AI agent with Excel tools via Composio.",
    model: "openai/gpt-5",
  });

  let messages: AiMessageType[] = [];

  const rl = readline.createInterface({
    input: process.stdin,
    output: process.stdout,
    prompt: "> ",
  });

  rl.prompt();

  rl.on("line", async (input: string) => {
    const trimmed = input.trim();
    if (["exit", "quit"].includes(trimmed.toLowerCase())) {
      rl.close();
      return;
    }

    messages.push({ id: crypto.randomUUID(), role: "user", content: trimmed });

    const { text } = await agent.generate(messages, {
      toolsets: { excel: composioTools },
      maxSteps: 8,
    });

    if (text) {
      console.log(`Agent: ${text}\n`);
      messages.push({ id: crypto.randomUUID(), role: "assistant", content: text });
    }

    rl.prompt();
  });

  rl.on("close", async () => {
    await mcpClient.disconnect();
    process.exit(0);
  });
}

main();

Conclusion

You've built a Mastra AI agent that can interact with Excel through Composio's Tool Router. You can extend this further by:
  • Adding other toolkits like Gmail, Slack, or GitHub
  • Building a web-based chat interface around this agent
  • Using multiple MCP endpoints to enable cross-app workflows

How to build Excel MCP Agent with another framework

OpenAI Agents SDK

OpenAI Agents SDK

Use Excel MCP with OpenAI Agents SDK

Claude Agent SDK

Claude Agent SDK

Use Excel MCP with Claude Agent SDK

Google ADK

Google ADK

Use Excel MCP with Google ADK

LangChain

LangChain

Use Excel MCP with LangChain

Vercel AI SDK

Vercel AI SDK

Use Excel MCP with Vercel AI SDK

LlamaIndex

LlamaIndex

Use Excel MCP with LlamaIndex

CrewAI

CrewAI

Use Excel MCP with CrewAI

FAQ

What are the differences in Tool Router MCP and Excel MCP?

With a standalone Excel MCP server, the agents and LLMs can only access a fixed set of Excel tools tied to that server. However, with the Composio Tool Router, agents can dynamically load tools from Excel and many other apps based on the task at hand, all through a single MCP endpoint.

Can I use Tool Router MCP with Mastra AI?

Yes, you can. Mastra AI fully supports MCP integration. You get structured tool calling, message history handling, and model orchestration while Tool Router takes care of discovering and serving the right Excel tools.

Can I manage the permissions and scopes for Excel while using Tool Router?

Yes, absolutely. You can configure which Excel scopes and actions are allowed when connecting your account to Composio. You can also bring your own OAuth credentials or API configuration so you keep full control over what the agent can do.

How safe is my data with Composio Tool Router?

All sensitive data such as tokens, keys, and configuration is fully encrypted at rest and in transit. Composio is SOC 2 Type 2 compliant and follows strict security practices so your Excel data and credentials are handled as safely as possible.

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