Access specialized AI agents for market intelligence directly in Excel spreadsheets
An Excel add-in that integrates Octagon's AI Agents API with Excel, providing custom functions for financial and market research. Use the power of specialized AI agents for analyzing SEC filings, earnings transcripts, stock data, private market intelligence, and more directly from your Excel formulas.
- 🔑 API Integration: Securely use your Octagon AI API key
- 📊 Custom Excel Functions: Call specialized AI agents
- 🔄 Smart Routing: The main Octagon Agent automatically routes queries to the most appropriate specialized agent
- 🔍 Deep Research: Access comprehensive research on financial topics
- 🌐 Web Scraping: Extract structured data from websites
- 📈 Market Intelligence: Get intelligent insights on financial data
- Free - Use your own API key
- Confidential - API calls go directly from Excel to Octagon
- Secure - No data stored or processed outside of your spreadsheet
- Professional - Built specifically for financial professionals and analysts
- Open Source - Review the code, contribute improvements
OCTAGON.AGENT(prompt, [format])- Intelligent router that automatically selects the best specialized agent for your query
Where prompt parameter is the question or prompt for the Octagon agent and format parameter is the format of the response, one of "raw", "table", or "cell". Defaults to "table".
- "raw" - Returns unmodified text response from the agent. Useful for testing or generating text-based content.
- "table" - Suitable for generating tabular data spanning multiple cells
- "cell" - Force the response to be a single cell value
- This Add-In is currently undergoing Microsoft's review before being published to AppSource. Soon enough, you'll be able to use it directly from
=OCTAGON.AGENT("Retrieve year-over-year growth in key income-statement items for AAPL, limited to 5 records and filtered by period FY.")
Caution
Be mindful of potential API usage costs. Changes to dependency cells can cause recalculation, and certain actions in Excel can trigger full recalculation. You may wish to switch the calculation mode in Excel from automatic to manual to control when API calls are made.
- Node.js (LTS version recommended)
- npm
- Microsoft Excel (desktop version for Windows/Mac or Excel on the web)
- Visual Studio Code (recommended)
-
Clone the repository:
git clone https://github.com/OctagonAI/octagon-excel-functions.git cd <your-directory>
-
Install dependencies:
npm install
-
Start the dev server and sideload the add-in in Excel:
npm start:dev # this points to the manifest-local.xml (local server)
This command:
- Builds the project
- Starts a local HTTPS server on port 3000
- Opens Excel and sideloads the add-in
- Development Build:
npm run build:dev - Watch Mode:
npm run watch - Dev Server:
npm run dev-server - Linting:
npm run lintornpm run lint:fix
This repository contains two manifest files:
manifest-local.xml- For local development with localhost URLsmanifest.xml- For production deployment with GitHub Pages URLs
octagon-excel-custom-functions/
├── assets/ # Icon images for the add-in
├── src/ # Source code
│ ├── api/ # API integration with Octagon services
│ ├── commands/ # Excel ribbon commands
│ ├── functions/ # Excel custom functions
│ ├── taskpane/ # Task pane UI
│ └── utils/ # Utility functions
├── manifest.xml # Production manifest
├── manifest-local.xml # Local development manifest
├── package.json # Project dependencies and scripts
└── webpack.config.js # Build configuration
- Excel JavaScript API overview
- Excel Custom Functions Documentation
- Office Add-ins Documentation
- Octagon AI Website
- Octagon AI API Documentation
For support, please reach out to Octagon AI Support.
See CHANGELOG.md for release history.
This project is licensed under the MIT License - see the LICENSE file for details.