How do I run Convert Excel to PDF with Claude MCP?

Claude can use medux_excel_to_pdf through Medux MCP to convert an Excel workbook into a PDF. The workflow keeps input roles and constraints in context, reviews the proposed call, and checks the returned result.

Claude MCP tutorial · document

How to convert Excel to PDF with Claude MCP and Medux

Q: Which MCP tool does this tutorial use?

This workflow uses medux_excel_to_pdf . Review its arguments before approval and consult the API reference for the current contract.

Use Claude and Medux through MCP to convert an Excel workbook into a PDF. This guide keeps file roles and constraints in context, reviews the proposed call, and validates the returned result.

POST/api/app/v1/process/asset/excel_to_pdf

Convert an Excel (.xlsx) file to PDF.

Open the Excel to PDF API reference →

Claude-specific workflow

Run Convert Excel to PDF as a Claude MCP workflow

Keep the goal, source assets, and constraints together in the conversation. Ask Claude to restate the Excel file ID and any output naming requirements before proposing medux_excel_to_pdf. That context checkpoint makes the file roles and desired outcome easy to correct before any Medux call is approved.

Claude prompt pattern

Using the assets and requirements in this conversation, help me convert Excel to PDF with Medux MCP.
Restate which input fulfills each role: the Excel file ID and any output naming requirements.
Propose the medux_excel_to_pdf call and summarize its arguments before asking for approval.
When it finishes, return the converted PDF with a checklist confirming that the PDF opens and the expected worksheets, tables, and page order are present.

Context checkpoint

Have Claude summarize the intended transformation, identify every source asset by role, and list the important constraints. Review that summary together with the proposed tool arguments; correct the conversation first if a file, order, time range, or setting is ambiguous.

Result verification

Keep the Medux task ID in the conversation while Claude checks progress. When processing ends, ask for the converted PDF plus a concise validation checklist confirming that the PDF opens and the expected worksheets, tables, and page order are present.

What this tutorial does

Medux operation

Convert an Excel (.xlsx) file to PDF.

Agent workflow

Claude selects medux_excel_to_pdf, presents the arguments for review, calls Medux, and reports the response.

Before you start

Authentication

Authentication is required via Authorization header.

Preconditions

Upload the source file and create a file reference before calling this endpoint.
Successful requests return a Medux task record immediately. Use the task query or sync endpoints to track completion.
All file inputs must be uploaded and persisted as file references before submission.

Prompt Claude

Start with a clear instruction that names the Medux operation and the intended inputs.

Convert an Excel (.xlsx) file to PDF.

Request fields to review

Confirm these values before approving the MCP tool call. The linked API page remains the source of truth for current limits and response semantics.

Field	Type	Requirement	Purpose
`input_file_id`	string	Required	Input Excel file id.
`model_id`	string	Optional	Model Default: excel-to-pdf-default.
`title`	string	Optional	Optional task title.

Step-by-step workflow

Connect Medux MCP to Claude

Add the Medux remote MCP endpoint to Claude, provide an authorized credential, and confirm that the medux_excel_to_pdf tool is available.

Prepare the required inputs

Prepare the source files, asset IDs, text, or settings required by the operation. Upload local media first when the tool requests file IDs.

Ask Claude to run Excel to PDF

Use one direct instruction with the intended values. Claude should select the Medux tool and show the proposed arguments before execution.

Review and approve the tool call

Check that the tool is medux_excel_to_pdf and that each file ID, task ID, option, and output setting matches your request before approving it.

Check the Medux response

If Medux returns an asynchronous task, let the agent monitor it until completion; otherwise review the immediate response and save any result identifiers or output URLs.

Workflow recap

User goal
  ↓
Claude selects medux_excel_to_pdf
  ↓
Review inputs and approve the tool call
  ↓
Medux runs Excel to PDF
  ↓
Claude reports the response and output

Frequently asked questions

Can Claude use the Medux Excel to PDF API through MCP?

Claude can call the medux_excel_to_pdf Medux MCP tool to convert an Excel (.xlsx) file to PDF. This guide covers the required inputs, approval flow, result handling, and the matching API reference.

Which MCP tool does this tutorial use?

This workflow uses medux_excel_to_pdf. Review its arguments before approval and consult the API reference for the current contract.