Your Excel workbooks, queryable by AI
Budgets, forecasts and trackers live in Excel files on SharePoint and OneDrive. Sign in with your Microsoft 365 account, choose the workbooks, and OrionBI keeps each worksheet as a fast, read-only Data Set on a refresh schedule — so Claude and ChatGPT query clean tables and dashboards follow the workbook as people edit it.
- Free 7-day trial for everyone
- Not charged until your trial ends
- Cancel anytime
What you get with Excel (Microsoft 365)
Everything below is enforced server-side — the AI client only ever sees governed tools and their results.
- Sign in with a Microsoft 365 work or school account — no files to export or upload
- Find workbooks across OneDrive and SharePoint by name, or paste a sharing link
- Numbers, dates and true/false columns keep their types, so dashboards sum and chart without casts
- Refresh as often as every five minutes, on an interval or a cron expression
- Read-only by design — this connector never edits your workbooks
- Share Data Sets read-only with teammates, groups, or your whole org
- Reachable from Claude on the web and on mobile, not just a desktop app reading a local config file
From sign-up to querying Excel (Microsoft 365) in minutes
No infrastructure to stand up — connect, authorize, and start asking questions.
- 01
Start your free trial.
- 02
Connect your Microsoft 365 account.
- 03
Search for a workbook or paste its link, choose a worksheet, and create a Data Set with a refresh schedule.
- 04
Claude, ChatGPT, or any MCP client queries the materialized table over OAuth.
Related engines
OrionBI connects to relational databases, warehouses, NoSQL stores, and SaaS sources — all through one governed MCP server.
Put Excel (Microsoft 365) to work for your AI today
Governed access, encrypted credentials, and a full audit trail — up and running in minutes, free while you try it.
Start your free trial