Use Claude for Excel changedoffice-agents/excel
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77relationships, debug errors, and build or populate models, all without
88leaving Excel.
99
10<Note>
11 Claude for Excel is generally available to Pro, Max, Team,
12 and Enterprise plans.
13</Note>
10> [!NOTE]
11>
12> Claude for Excel is generally available to Pro, Max, Team,
13> and Enterprise plans.
1414
1515## What you can do
1616
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3838
3939### Install for yourself
4040
41<Steps>
42 <Step title="Open the marketplace listing">
43 Go to the [Claude for Microsoft 365 listing on Microsoft AppSource](https://marketplace.microsoft.com/en-us/product/office/WA200010725?tab=Overview).
44 </Step>
41**1. Open the marketplace listing**
4542
46 <Step title="Install the add-in">
47 Select "Get it now" to install.
48 </Step>
43Go to the [Claude for Microsoft 365 listing on Microsoft AppSource](https://marketplace.microsoft.com/en-us/product/office/WA200010725?tab=Overview).
4944
50 <Step title="Sign in">
51 Open Excel, activate the add-in, and sign in with your Claude account.
52 </Step>
53</Steps>
45**2. Install the add-in**
5446
47Select "Get it now" to install.
48
49**3. Sign in**
50
51Open Excel, activate the add-in, and sign in with your Claude account.
52
5553### Deploy to your organization
5654
5755Organization admins can deploy Claude for Excel through the Microsoft 365
5856Admin Center.
5957
60<Steps>
61 <Step title="Allow Office Store access">
62 In the [Microsoft 365 Admin Center](https://admin.microsoft.com), go
63 to Settings, Org Settings, User owned apps and services, and turn on
64 ["Let users access the Office Store"](https://learn.microsoft.com/en-us/microsoft-365/admin/manage/manage-addins-in-the-admin-center).
65 </Step>
58**1. Allow Office Store access**
6659
67 <Step title="Open Integrated apps">
68 Go to Settings, Integrated apps, Add-ins.
69 </Step>
60In the [Microsoft 365 Admin Center](https://admin.microsoft.com), go
61to Settings, Org Settings, User owned apps and services, and turn on
62["Let users access the Office Store"](https://learn.microsoft.com/en-us/microsoft-365/admin/manage/manage-addins-in-the-admin-center).
7063
71 <Step title="Find the add-in">
72 Search for "Claude for Microsoft 365" in Microsoft AppSource.
73 </Step>
64**2. Open Integrated apps**
7465
75 <Step title="Deploy">
76 Assign the add-in to your organization or to specific users or
77 groups. Share [Microsoft's deployment guide](https://learn.microsoft.com/en-us/microsoft-365/admin/manage/manage-deployment-of-add-ins)
78 with your team for activation steps.
79 </Step>
80</Steps>
66Go to Settings, Integrated apps, Add-ins.
8167
82<Note>
83 If your organization uses Microsoft Entra Privileged Identity
84 Management (PIM) for admin roles, the Integrated apps page does not
85 recognize roles activated through PIM, so deployment fails. This is a
86 [known Microsoft issue](https://learn.microsoft.com/en-us/office/dev/add-ins/resources/resources-office-add-in-known-issues),
87 tracking ID 11126536. To work around it, deploy from an admin account
88 with the required role assigned as permanently active rather than
89 PIM-eligible. See
90 [Microsoft's troubleshooting guidance](https://learn.microsoft.com/en-us/troubleshoot/microsoft-365/admin/miscellaneous/cannot-deploy-add-in-integrated-apps-menu).
91 Individual users can still
92 [install the add-in themselves](#install-for-yourself).
93</Note>
68**3. Find the add-in**
9469
70Search for "Claude for Microsoft 365" in Microsoft AppSource.
71
72**4. Deploy**
73
74Assign the add-in to your organization or to specific users or
75groups. Share [Microsoft's deployment guide](https://learn.microsoft.com/en-us/microsoft-365/admin/manage/manage-deployment-of-add-ins)
76with your team for activation steps.
77
78> [!NOTE]
79>
80> If your organization uses Microsoft Entra Privileged Identity
81> Management (PIM) for admin roles, the Integrated apps page does not
82> recognize roles activated through PIM, so deployment fails. This is a
83> [known Microsoft issue](https://learn.microsoft.com/en-us/office/dev/add-ins/resources/resources-office-add-in-known-issues),
84> tracking ID 11126536. To work around it, deploy from an admin account
85> with the required role assigned as permanently active rather than
86> PIM-eligible. See
87> [Microsoft's troubleshooting guidance](https://learn.microsoft.com/en-us/troubleshoot/microsoft-365/admin/miscellaneous/cannot-deploy-add-in-integrated-apps-menu).
88> Individual users can still
89> [install the add-in themselves](#install-for-yourself).
90
9591After deployment, users can activate the Claude add-in from Tools,
9692Add-ins on Mac or Home, Add-ins on Windows, sign in, and start working.
9793
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264260
265261## Prompt injection risk
266262
267<Warning>
268 Only use Claude for Excel with trusted spreadsheets. Files from external
269 sources can contain hidden instructions that manipulate the add-in into
270 extracting data, modifying records, or performing destructive actions.
271</Warning>
263> [!WARNING]
264>
265> Only use Claude for Excel with trusted spreadsheets. Files from external
266> sources can contain hidden instructions that manipulate the add-in into
267> extracting data, modifying records, or performing destructive actions.
272268
273269External files such as downloaded templates, vendor files, and data
274270imports can contain prompt injections that try to trick Claude into
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