UpSlide MCP connects Claude to your UpSlide environment. You can ask Claude to build slides, insert library content, add a section/subsection, or refresh Excel links - all in plain language, directly from a conversation. No special commands needed.

Before you start, make sure the UpSlide add-in is open in PowerPoint or Excel and that you are signed in to Claude.

What you can do

In PowerPoint

• Use the table of Contents capabilities
• Generate slides using your approved layouts from the Library
• Insert slides, shapes, and images from your Library
• Find and insert company logos
• Navigate to the source of a specific link
• Create new Excel links from a selected range
• Refresh Excel links across your deck

In Excel

• Create new Excel links from a selected range

How it works

Just describe what you need in Claude. UpSlide MCP handles the connection to your environment automatically - no special commands required.

Example prompts

Structure your deck

• "Add a section called 'Financials' at position 3"
• "Add a subsection 'Revenue Analysis' under the Financials section"
• "Insert the agenda slide at the beginning of the presentation"

Generate slides

• "Create a slide summarizing the key risks for this deal"
• "Generate a slide with our 4 main competitive advantages as bullet points"

Insert Library content

• "Add a slide about our Company overview"
• "Find a case study for an international actor in the healthcare industry"
• "Add a map of France to this slide"

Insert logos

• "Add the logos of Goldman Sachs, Morgan Stanley and JP Morgan"
• "Insert logos for Meta, Apple, Google, Amazon, Microsoft"
• "Add logos for all the banks in this deal: BNP, SocGen, HSBC"

Read link metadata

• "Give me information about the link on slide 4"
• "List every broken or outdated link in this deck"

Go to source

• "Open the Excel source behind this chart"

Update

• "Refresh the links on this slide"
• "Update all outdated links from EY-Databook.xlsx"

Create

• "Link this table to my current slide"
• "Link the P&L to slide 3, the Balance Sheet to slide 5"

Good to know

• Claude only - UpSlide MCP works with Claude Powerpoint and Excel only. Other AI assistants are not supported for now.
• Add-in must be open - the UpSlide add-in must be active in PowerPoint or Excel before you start your conversation.

Troubleshooting

• Claude does not recognize UpSlide commands: Go to Claude > Customize > Connectors. UpSlide should be listed under connectors and not marked as Blocked.
• Authentication failed: Go to Claude > Customize > Connectors. If UpSlide shows a warning icon, click Connect and sign in again.
• "No active session" error: Make sure the UpSlide add-in is open in PowerPoint or Excel before starting your conversation. Click on Connect to MCP in the UpSlide ribbon if it doesn't work.
• Claude does not recognize our tools: Ask to Claude to refresh the tools or open a new chat