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Using Excel with Marrow MCP

Before you start: This guide assumes you have already connected Marrow MCP to Claude. If you have not done that yet, see Using Claude first.

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Set up the Claude add-in for Microsoft 365

• Follow the steps in the Claude for Microsoft 365 documentation to install the Claude add-in and sign in with your Microsoft account.
• After the add-in is installed, it appears in the Excel ribbon. You can open it from any workbook.

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Start a conversation in Excel

1. Open a workbook in Excel.
2. Click the Claude icon in the ribbon to open the Claude side panel.
3. Make sure Marrow is listed as an active connector in the Claude panel. If it is missing, re-add it following the Using Claude guide.
4. Enter your prompt in the chat input and press Enter.

Note: In a new conversation, Claude may not immediately see the Marrow connector. If that happens, ask Claude to refresh connectors.

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Top 10 best-selling ASINs

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Prompt

Use Marrow to get the top 10 best-selling ASINs for this month, including units sold, total revenue and order count. Put the results into a formatted Excel table.

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Response

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Profit and loss report

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Steps

• Open the Marrow data scheme and find the table fields you need for a profit and loss report.
• Build a prompt around the amazon_profit_by_sku_and_date table so the report uses real Marrow data.

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Prompt

Use Marrow to create a monthly profit and loss report in a new Excel worksheet based on the `amazon_profit_by_sku_and_date` table. Group the data by month and include these columns: total sales, COGS, Amazon fees, ad spend, total cost, net profit, margin %, units sold, orders, avg ROI %, and TACoS %. Format the result as a clean Excel table.

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Response