Report formatting with Excel MCP

Use the user's requested style first, the existing template second, and the optional conventions in the formatting guide only when neither specifies a style. Read that guide for the requested report, not unrelated workbook work.

Discover exact actions and parameters from the MCP tool schemas. Preserve values, formulas, units, identifiers, existing layouts, and unrelated sheets. Formatting is not permission to refresh data or rebuild workbook objects. Use table styles for Tables, chart_config for charts, and pivottable_field for PivotTable number formats; do not apply range_format to Table or PivotTable cells instead of their owning controls.

Inspect the affected formats and calculated outputs before saving the authorized result. Financial-model colours and dashboard visuals are optional, not a requirement for every report. Screenshots are optional and need a desktop.