Claude for Excel: Setup Guide
How to install, activate, and start using Claude directly inside Excel.
Claude for Excel is an official add-in from Anthropic that brings Claude directly into your spreadsheets. You can ask questions about a workbook, adjust assumptions while keeping formulas intact, debug errors, and build or fill in models without leaving Excel.
Requirements
A Claude Pro, Max, Team, or Enterprise plan (not available on the free plan).
Supported
- Excel on the web
- Excel on Windows with a Microsoft 365 subscription (build 16.0.13127.20296 or later)
- Excel on Mac, version 16.46 or later (build 21011600 or later)
Not supported
- Excel 2016 or 2019 (perpetual or volume license)
- Excel on iPad or Android
- Older Microsoft 365 builds below the required version
Installation (for yourself)
- 1Go to the Claude for Excel listing on Microsoft AppSource.
- 2Select "Get it now" to install the add-in.
- 3Open Excel and locate Claude in the ribbon.
- 4Activate the add-in and sign in with your Claude account.
Activation & sign-in
On Windows: Home → Add-ins → activate the Claude add-in → sign in.
On Mac: Tools → Add-ins → activate the Claude add-in → sign in.
Deploying for a whole team
Organization admins can deploy Claude for Excel to every user from the Microsoft 365 Admin Center (Settings → Integrated apps → Add-ins), or via a custom manifest file if the Office Store is restricted on your tenant.
What you can actually do with it
- Ask questions about a workbook and get answers with cell-level citations you can click to jump to.
- Adjust assumptions while Claude keeps formula relationships intact, so dependent cells recalculate correctly.
- Find the root cause of errors like #REF! or #DIV/0! and get a suggested fix.
- Generate a new model from a description, or populate an existing template.
- Sort, filter, edit pivot tables, and apply conditional formatting directly.
What it can't do (and when to be careful)
- No support for macros, VBA, or data tables.
- Only use it with spreadsheets you trust - a file from an external source can contain hidden instructions designed to manipulate Claude into leaking data or making destructive changes. Claude asks for confirmation before risky actions - review those carefully.
- Not recommended for final client deliverables or audit-critical calculations without a human review.
- Chat history is stored locally in your browser only - it isn't synced across devices, and inputs and outputs are deleted from Anthropic's servers within 30 days.
