Use Claude for Excel changedoffice-agents/excel
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9595deploy using the custom manifest XML file instead. Download the
9696[Excel manifest XML file](https://pivot.claude.ai/manifest-excel.xml),
9797then follow
98[Deploy with a custom manifest](/docs/office-agents/word#deploy-with-a-custom-manifest)
98[Deploy with a custom manifest](/docs/office-agents/word.md#deploy-with-a-custom-manifest)
9999for the upload steps. The flow is identical apart from which manifest
100100file you upload in Step 1.
101101
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104104If your organization routes AI traffic through Amazon Bedrock, Google Cloud
105105Vertex AI, Azure AI Foundry, or an LLM gateway, your admin can deploy
106106the add-in without individual Claude accounts. See
107[Use Claude for M365 with third-party platforms](/docs/office-agents/third-party-platforms).
107[Use Claude for M365 with third-party platforms](/docs/office-agents/third-party-platforms.md).
108108
109109## Key features
110110
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160160
161161Claude for Excel supports connectors for pulling external context into
162162your workbook, and Skills for applying reusable task recipes. See
163[Connectors and Skills](/docs/office-agents/connectors-and-skills) for
163[Connectors and Skills](/docs/office-agents/connectors-and-skills.md) for
164164details.
165165
166166## Set persistent instructions
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180180Claude for Excel shares context with Claude for PowerPoint, Word, and
181181Outlook, so a single conversation can span your open workbook,
182182presentation, document, and inbox. See
183[Work across M365 apps](/docs/office-agents/work-across-apps).
183[Work across M365 apps](/docs/office-agents/work-across-apps.md).
184184
185185## Context and session management
186186
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208208through Amazon Bedrock, Google Cloud Vertex AI, Azure AI Foundry, or an
209209LLM gateway, the available models come from that platform and your
210210admin's configuration instead of your Claude.ai model access settings.
211See [Use Claude for M365 with third-party platforms](/docs/office-agents/third-party-platforms)
211See [Use Claude for M365 with third-party platforms](/docs/office-agents/third-party-platforms.md)
212212for details.
213213
214214## Data handling
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223223Conversations are not stored on Anthropic's servers, are not synced
224224across devices, and can be cleared from Settings at any time.
225225Reinstalling the add-in or switching between Claude add-ins does not
226remove it. See [Data storage and retention](/docs/office-agents/data-storage)
226remove it. See [Data storage and retention](/docs/office-agents/data-storage.md)
227227for where it sits on disk and how long it is kept.
228228
229229Claude for Excel does not inherit custom data retention settings your
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