Microsoft Word MCP server ​

The Microsoft Word MCP server enables LLMs to create, read, update, and collaborate on Word documents through natural conversation. It provides tools to author content, apply edits, manage comments, surface tracked changes, and create documents from templates without requiring direct interaction with the Word interface.

Uses ​

Use the Microsoft Word MCP server to perform the following actions:

  • Create new Word documents with optional titles and initial content
  • Create documents from existing Word templates
  • Retrieve document metadata and revision identifiers
  • Get structured content and metadata from documents
  • Find document blocks by text or structural criteria
  • Apply block-level updates to documents with revision safety
  • Add comments to documents and associate them with specific content blocks
  • List comment threads with filtering and pagination
  • Reply to existing comment threads
  • Resolve or close comment threads
  • List pending tracked changes with authorship information

Example prompts ​

Use the following example prompts to invoke Microsoft Word MCP server tools:

  • Create a new Word document for the project proposal.
  • Make a document from the quarterly report template.
  • What's in the marketing plan document?
  • Find the Executive Summary section in this document.
  • Update the budget section to reflect the new numbers.
  • Add a comment to the intro paragraph about tone.
  • What comments are on the proposal document?
  • Reply to Jade's comment about the timeline.
  • Resolve all comments from Marco.
  • Show me the tracked changes in this document.

Microsoft Word MCP server tools ​

The Microsoft Word MCP server provides the following tools:

ToolDescription
create_documentCreates a new Word document with an optional title and initial content.
create_document_from_templateCreates a new Word document pre-populated from an existing Word template file.
get_document_infoRetrieves Word document metadata and the current revision identifier without returning content.
get_document_contentRetrieves structured content and metadata for a Word document.
find_blocksFinds document blocks by text or structural criteria and returns block identifiers for targeted edits.
update_document_contentApplies structured, block-level updates to a Word document with revision safety enforcement.
add_commentAdds a new comment to a Word document, optionally associated with a specific content block.
list_commentsLists comment threads in a Word document with filtering and pagination support.
reply_to_commentAdds a reply to an existing comment thread in a Word document.
resolve_commentMarks an existing comment thread as resolved in a Word document.
list_tracked_changesLists pending tracked changes in a Word document with authorship and location information.

Install the Microsoft Word MCP server ​

Complete the following steps to install a prebuilt MCP server to your project:

1

Sign in to your Workato account.

2

Go to AI Hub > Enterprise MCP > Custom servers.

3

Click + Create MCP server.

4

Go to the Start with pre-built MCP Servers using your connected apps section and select the prebuilt MCP server you plan to use.

5

Click Use this server.

6

Provide a name for your MCP server in the Server name field.

7

Use the Location drop-down menu to select the project for the MCP server.

8

Go to the Connections section and connect to your app account.

9

Select the connection type you plan to use for the MCP server template.

  • User's connection: MCP server tools perform actions based on the identity and permissions of the user who connects to the application. Users authenticate with their own credentials to execute the skill.
  • Your connection: This option uses the connection established by the recipe builder and follows the same principles as normal app connections.

Select your connection typeSelect your connection type

VERIFIED USER ACCESS AUTHENTICATION REQUIREMENTS

Only app connections that use OAuth 2.0 authorization code grant are available for user's connection. Refer to Verified user access for more information.

10

Complete the app-specific connection setup steps in the following section.

Microsoft Word connection setup ​

View Microsoft Word connection setup steps

Workato supports the following types of connections to Microsoft Word:

MICROSOFT MFA ENFORCEMENT

Microsoft is rolling out mandatory multifactor authentication (MFA) gradually to different applications and accounts in phases. This enforcement continues throughout 2025 and beyond. Refer to the Microsoft Mandatory multifactor authentication for Azure and admin portals documentation for more information.

We strongly recommend enabling MFA now for all Microsoft accounts used with Workato to avoid service disruptions from short-notice enforcement changes.

Complete the following steps to maintain uninterrupted service:

1

Enable MFA for your Microsoft organization following the Microsoft MFA setup guide. Refer to Set up multifactor authentication for Microsoft 365 for more information.

2

Reconnect your Microsoft connection in Workato.

3

Complete the OAuth flow with MFA when prompted.

4

Test your recipes to ensure they work with the updated connection.

Authorization code grant authentication (OAuth 2.0) ​

This authentication method requires the following value for tenant-specific account types:

  • Tenant ID

Minimum and default scopes ​

The Microsoft Word connector requests the following scopes for authorization code grant connections by default. These scopes are necessary to use all of the connector's triggers and actions. Additionally, you must assign these permissions to the Workato app as Delegated permissions in the Azure portal.

  • Files.Read
  • Files.ReadWrite
  • Files.Read.All
  • Files.ReadWrite.All
  • User.Read
  • offline_access

The following minimum scopes are required to establish a connection to Microsoft Word using authorization code grant authentication:

  • User.Read
  • offline_access

Microsoft Word setup for authorization code grant authentication ​

Complete the following steps to set up Microsoft Word for authorization code grant authentication:

Register the Workato app in the Azure portal ​
View register the Workato app in the Azure portal steps

Complete the following steps to register the Workato app in the Azure portal:

1

Sign in to the Azure portal.

2

Select App registrations > + New registration.

3

Enter a unique name for the application.

4

Use the Supported account types drop-down menu to select an account type.

5

Select Web from the Select a platform drop-down menu.

6

Use the following URI for the Redirect URI:

html
https://www.workato.com/oauth/callback
7

Select Register.

Assign permissions to your app ​
View assign permissions to your app steps

Complete the following steps to assign permissions to your app:

1

Go to your newly registered app and select Manage > API permissions in the navigation sidebar.

2

Click + Add a permission and select Microsoft Graph.

3

Add the required permissions. You must assign Application or Delegated permissions based on your connection type.

Add permissionsAdd permissions

4

Click Add permissions. If specific permissions require admin consent, refer to Connect Microsoft Entra ID to the Microsoft Word connector to learn more.

Obtain the Directory (tenant) ID from the Azure portal ​
View obtain the Directory (tenant) ID from the Azure portal steps

Complete the following steps to obtain the Directory (tenant) ID from the Azure portal:

1

Go to the Overview > Essentials section.

App detailsApp details

2

Copy and save the Directory (tenant) ID for use in Workato.

Connect to Microsoft Word with authorization code grant authentication ​

View connect to Microsoft Word with authorization code grant authentication steps

Complete the following steps to set up an authorization code grant connection to Microsoft Word in Workato:

1

Click Create > Connection or press C twice.

2

Search for Microsoft Word and select it as your app.

3

Enter a name for your connection in the Connection name field.

4

Use the Location drop-down menu to select the project where you plan to store the connection.

5

Use the Account type drop-down menu to select the type of account you plan to use. The available choices are Common and Tenant specific.

6

Use the Authentication type drop-down menu to select Authorization code grant.

7

Optional. The connector requests a set of scopes necessary for all triggers and actions to function properly by default. Go to the Advanced settings section to manually select the permissions instead. The minimum permissions required to establish a connection are User.Read and offline_access. Workato always requests these permissions regardless of the permissions you select. Refer to Minimum and default scopes for more information.

8

Optional. Use the Custom OAuth profile drop-down menu to select a custom OAuth profile for your connection.

9

Click Sign in with Microsoft.

Client credentials-based authentication (OAuth 2.0) ​

This authentication method requires the following values:

  • Tenant ID
  • User ID
  • Client ID
  • Client secret

COMPATIBLE AUTHENTICATION

Client credentials-based authentication is only compatible with tenant-specific connections.

Microsoft Word setup for client credentials-based authentication ​

Complete the following steps to set up Microsoft Word for client credentials-based authentication:

Register the Workato app in the Azure portal ​
View register the Workato app in the Azure portal steps

Complete the following steps to register the Workato app in the Azure portal:

1

Sign in to the Azure portal.

2

Select App registrations > + New registration.

3

Enter a unique name for the application.

4

Use the Supported account types drop-down menu to select an account type.

5

Select Web from the Select a platform drop-down menu.

6

Use the following URI for the Redirect URI:

html
https://www.workato.com/oauth/callback
7

Select Register.

Assign permissions to your app ​
View assign permissions to your app steps

Complete the following steps to assign permissions to your app:

1

Go to your newly registered app and select Manage > API permissions in the navigation sidebar.

2

Click + Add a permission and select Microsoft Graph.

3

Add the required permissions. You must assign Application or Delegated permissions based on your connection type.

Add permissionsAdd permissions

4

Click Add permissions. If specific permissions require admin consent, refer to Connect Microsoft Entra ID to the Microsoft Word connector to learn more.

Generate a client secret ​
View generate a client secret steps

Complete the following steps to generate a client secret:

1

Go to Manage > Certificates & Secrets > Client secrets.

2

Click + New client secret.

3

Provide a Description for the client secret and specify an Expires date.

4

Click Add.

5

Copy and save the client secret Value—not the Secret ID—for use in Workato.

Copy and save the client secret valueCopy and save the client secret value

Obtain the Application (client) ID, Object ID, and Directory (tenant) ID from the Azure portal ​
View obtain the Application (client) ID, Object ID, and Directory (tenant) ID from the Azure portal steps

Complete the following steps to obtain the Application ID, Object ID, and Directory (tenant) ID from the Azure portal:

1

Go to the Overview > Essentials section.

App detailsApp details

2

Copy and save the Application (client) ID, Object ID, and Directory (tenant) ID for use in Workato.

Obtain the User ID from the Azure portal ​
View obtain the User ID from the Azure portal steps

Complete the following steps to obtain the User ID from the Azure portal:

1

Go to Home > Users to obtain the User ID.

UsersSelect users

2

Search for and select the default user you plan to use to perform operations. This user doesn't establish the connection but is required for performing certain operations that an app can't perform. It's also required in picklists to pull user data. For example, the folder picklist populates folders belonging to the default user.

3

Copy and save the User principal name. Use this value as the User ID in Workato.

Connect to Microsoft Word with client credentials-based authentication ​

View connect to Microsoft Word with client credentials-based authentication steps

Complete the following steps to set up a client credentials-based connection to Microsoft Word in Workato:

1

Click Create > Connection or press C twice.

2

Search for Microsoft Word and select it as your app.

3

Enter a name for your connection in the Connection name field.

4

Use the Location drop-down menu to select the project where you plan to store the connection.

5

Select Tenant specific as the Account type. This option supports accounts tied to a specific organization (tenant).

Microsoft Word client credentials-based connection setupMicrosoft Word client credentials-based connection setup

6

Provide your Tenant ID. This is the Directory (tenant) ID for your app. Refer to Obtain the Application (client) ID, Object ID, and Directory (tenant) ID from the Azure portal for more information.

7

Use the Authentication type drop-down menu to select Client credentials.

8

Provide the User ID, Client ID, and Client secret for your app. Refer to Obtain the Application (client) ID, Object ID, and Directory (tenant) ID from the Azure portal and Generate a client secret for more information.

9

Optional. Use the Custom OAuth profile drop-down menu to select a custom OAuth profile for your connection.

10

Click Sign in with Microsoft.

How to use Microsoft Word MCP server tools ​

Refer to the following sections for detailed information on available tools:

create_document tool ​

The create_document tool creates a Word document with an optional title and initial content for the authenticated user. Your LLM uses this tool to create a new Word document or to turn a discussion, notes, or outline into a document.

Try asking:

  • Create a new Word document for the project proposal.
  • Turn these meeting notes into a Word document.
  • Make a new document titled 'Q1 Marketing Plan'.
  • Create a Word doc from this outline.

create_document_from_template tool ​

The create_document_from_template tool creates a new Word document pre-populated from an existing Word template file. Your LLM uses this tool to create a document from a template.

Try asking:

  • Make a document from the quarterly report template.
  • Create a new proposal using the standard template.
  • Use the meeting notes template to create a document.
  • Start a document from the project plan template.

get_document_info tool ​

The get_document_info tool retrieves Word document metadata and the current revision identifier without returning content. Your LLM uses this tool to get the current revision_id before attempting a write operation, or to confirm document access before retrieving content.

Try asking:

  • Get the metadata for this document.
  • What's the current revision ID for the proposal?
  • Check if I have access to this document.
  • Show me the document info for the marketing plan.

get_document_content tool ​

The get_document_content tool retrieves structured content and metadata for a Word document using the Document Content Representation. Your LLM uses this tool to see what a document contains, reference a specific section, or get document content to perform edits or analysis.

Try asking:

  • What's in the marketing plan document?
  • Show me the contents of the proposal.
  • Read the project charter document.
  • Get the full content of this Word doc.

find_blocks tool ​

The find_blocks tool finds document blocks by text or structural criteria and returns block identifiers for targeted edits. Your LLM uses this tool to locate specific blocks before calling update_document_content, especially when you refer to a named section, specific text, or a structural element that needs to be edited.

Try asking:

  • Find the Executive Summary section in this document.
  • Locate the budget table in the proposal.
  • Search for the paragraph about timeline.
  • Find the heading that says 'Q1 Goals'.

update_document_content tool ​

The update_document_content tool applies structured, block-level updates to a Word document with revision safety enforcement. Your LLM uses this tool to edit, revise, update, or rewrite a section of a document.

Try asking:

  • Update the budget section to reflect the new numbers.
  • Revise the Executive Summary to be more concise.
  • Edit the timeline to push dates back two weeks.
  • Rewrite the conclusion paragraph.

add_comment tool ​

The add_comment tool adds a new comment to a Word document and can associate it with a specific content block. Your LLM uses this tool to leave a comment, add a note, or flag a document. If you refer to a specific section or passage, your LLM will use find_blocks first to obtain the relevant block_id.

Try asking:

  • Add a comment to the intro paragraph about tone.
  • Leave a note on the budget section asking for clarification.
  • Flag this paragraph for review.
  • Comment on the timeline that it seems aggressive.

list_comments tool ​

The list_comments tool lists comment threads in a Word document with filtering and pagination support. Your LLM uses this tool to see what comments exist, what feedback is outstanding, or who has commented on a document.

Try asking:

  • What comments are on the proposal document?
  • Show me all unresolved comments.
  • List feedback from Alex on this document.
  • What comments has Mei left on the marketing plan?

reply_to_comment tool ​

The reply_to_comment tool adds a reply to an existing comment thread in a Word document. Your LLM uses this tool to reply to a comment, respond to feedback, or follow up on an existing thread. Your LLM uses list_comments first to identify the correct comment_id.

Try asking:

  • Reply to Jade's comment about the timeline.
  • Respond to the feedback on the budget section.
  • Answer Marco's question in the comments.
  • Reply to the comment about the Executive Summary.

resolve_comment tool ​

The resolve_comment tool marks an existing comment thread as resolved in a Word document. Your LLM uses this tool to resolve, close, or mark a comment as addressed.

Try asking:

  • Resolve all comments from Marco.
  • Mark Jade's comment as resolved.
  • Close the comment thread about the budget.
  • Resolve the feedback on the introduction.

list_tracked_changes tool ​

The list_tracked_changes tool lists pending tracked changes in a Word document with authorship and location information. Your LLM uses this tool to see what changes have been tracked, who made edits, or what revisions are pending in a document.

Try asking:

  • Show me the tracked changes in this document.
  • What edits has Alex made to the proposal?
  • List all pending revisions.
  • What changes are tracked in the marketing plan?

Getting started ​

View and manage your MCP server tools in the Details tab Tools section. Tool management provides the following capabilities:

TOOLS MUST BE STARTED

Your LLM can only access active tools in your MCP server connector.

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