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.Â
Note: Using Claude with Agent Mode in Excel requires a commercial Microsoft 365 Copilot subscription or a Microsoft 365 Premium subscription.
Try ClaudeÂ
Note: For enterprise customers, your admin must enable Anthropic as a Microsoft sub-processor in the Microsoft 365 Admin Center before you can use Claude with Agent Mode in Excel.Â
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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 menuÂ
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Select the AI model switcher and choose a Claude model from the list. You can also choose Auto and let Agent Mode automatically select the right model for you.
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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.Â
For more information, see Anthropic as a sub-processor for Microsoft Online Services.
Learn more about Agent Mode in Excel.
