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Excel Plug-in Setup

The Carbon Arc MCP Excel Plug-in uses the Claude Add-in for Excel combined with your configured Carbon Arc MCP connectors to bring the power of the Carbon Arc MCP Server directly into Microsoft Excel. Query Carbon Arc data and surface insights without leaving your spreadsheet.

Interested in Access?

Contact us at support@carbonarc.co to request access.

Video Demo

See the Carbon Arc MCP Excel Plug-in in action:

What Can You Do?

With the MCP Excel Plug-in, you can:

  • Query Carbon Arc data — Pull insights and entity data directly into Excel cells
  • Analyze trends — Compare companies and track performance within your existing spreadsheets
  • Visualize insight — Build rich dashboards backed by institutional-grade data on real-world outcomes

Getting Started

Requirements

Before you begin, make sure you have:

  • A Claude account with the Carbon Arc MCP connectors configured — see the Claude Setup Guide if you haven't set this up yet
  • A Carbon Arc platform account
  • A Microsoft 365 account with access to Excel

Step 1: Open the Add-ins Menu

In Excel, go to the Home tab and click Add-ins.

Add-ins button on the Home tab

Step 2: Install the Claude Add-in

Search for Claude in the Add-ins store and install it.

Step 3: Sign In to Claude

Open the Claude add-in panel and sign in with your Claude account credentials.

Claude sign-in panel in Excel

Step 4: Start Querying Carbon Arc Data

With your Carbon Arc MCP connectors already configured on your Claude account, you can start asking natural language questions directly in Excel. Results will populate into your spreadsheet.

Sample query and results in Excel

Also using PowerPoint?

The setup steps are identical for the PowerPoint plug-in. See the PowerPoint Plug-in Setup page for reference.