Agent Mode in Excel helps you build, edit, and analyze workbooks side by side with Copilot. Agent Mode in Excel now supports working with Claude AI models from Anthropic, to build workbooks directly in Excel.
Make sure that you have access to Agent Mode in Excel. You must have a supported Microsoft 365 license to use Agent Mode in Excel.
Try Claude
Note: For enterprise users, your admin must allow access to Anthropic AI models by allowing "AI providers for other large language models" in the Microsoft 365 Admin Center before you can use Claude with Agent Mode in Excel.
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Open Excel and sign in to your Microsoft 365 account.
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Select Home > Copilot to open Copilot chat.
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Select the Tools menu
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Select Try Claude to choose Claude as your AI model. The button name will change to Claude On to indicate the new model is being used. Revert back to the default model by selecting the button again.
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Describe what you’d like to create or edit in the input field.
Notes and Limitations
Claude is available only during an active session. When you close Excel or end your session, Copilot reverts to the default Generative AI Model for Microsoft 365.
Anthropic AI models are hosted outside of Microsoft and subject to Anthropic Terms and Data handling.
For more information on using Agent Mode in Excel, see Agent Mode in Excel (Frontier).
For more information, see Connect to Anthropic's AI models.
