Excel + Claude Cowork
Query Professional datasets from your spreadsheet using Claude
Prerequisites
- Microsoft 365 subscription with Claude Cowork enabled
- Verilex Professional API key (get one here)
Step 1: Open Claude Cowork in Excel
Click the Claude Cowork icon in your Excel ribbon (Home tab). If you don't see it, your admin may need to enable it in the Microsoft 365 admin center.
Step 2: Give Claude your API context
Paste this system prompt into Claude's instructions or the first message of your conversation:
You have access to the Verilex Professional API.
API Key: pro_YOUR_KEY_HERE
Base URL: https://api.verilexdata.com
Available endpoints:
- GET /api/v1/pro/nonprofit?ein={EIN} — IRS 990 nonprofit lookup
- GET /api/v1/pro/nonprofit?name={NAME} — Search nonprofits by name
- GET /api/v1/pro/banks?name={NAME} — FDIC bank lookup
- GET /api/v1/pro/banks?cert={CERT} — FDIC lookup by cert number
- GET /api/v1/pro/sam?name={NAME} — SAM.gov vendor check
- GET /api/v1/pro/sam?uei={UEI} — SAM.gov lookup by UEI
- GET /api/v1/pro/dmf?last_name={NAME} — Death Master File search
- POST /api/v1/pro/dmf/scrub — Batch deceased scrub (JSON body)
Always include header: Authorization: Bearer pro_YOUR_KEY_HERE
Response format is JSON with a "data" array.Step 3: Ask Claude to query data
Now you can ask Claude things like:
"Look up the Red Cross by EIN 530196605 and put the revenue and assets in cells B2 and C2"
"For each EIN in column A, look up the nonprofit name and total revenue. Put results in columns B and C."
"Check if JPMorgan Chase is FDIC insured and show me their total assets and branch count"
"Scrub the names in column A against the Death Master File and flag any deceased matches in column D"
Alternative: Excel Copilot with Python
If you use Copilot's Python mode (Advanced Data Analysis), you can query the API directly:
import requests
API_KEY = "pro_YOUR_KEY_HERE"
headers = {"Authorization": f"Bearer {API_KEY}"}
# Look up a nonprofit by EIN
r = requests.get(
"https://api.verilexdata.com/api/v1/pro/nonprofit",
headers=headers,
params={"ein": "530196605"}
)
data = r.json()["data"][0]
print(f"{data['name']}: ${data['revenue']:,} revenue")