monday-crm
PluginRun your monday CRM in plain language. Build a pipeline from scratch, start the day with a ranked deal briefing, spin up a forecast dashboard, audit board health, clean up messy data in bulk, and turn meeting notes into deal updates. Every skill writes back into monday as a real update, doc, or dash
Install
claude plugin install monday-crm@claude-plugins-officialWhat is monday-crm?
Run your monday CRM in plain language. Build a pipeline from scratch, start the day with a ranked deal briefing, spin up a forecast dashboard, audit board health, clean up messy data in bulk, and turn meeting notes into deal updates. Every skill writes back into monday as a real update, doc, or dashboard. Built on the official monday MCP connector.
What's inside
8 bundled components — installing the plugin installs all of them.
Skills (8)
automate-crm
Set up, view, and manage automations on monday CRM boards using natural language — no block IDs or technical knowledge required. Use when someone says "set up an automation", "automate this", "when a deal is won notify me", "remind me when a date passes", "move deals automatically", "what automation
daily-briefing
Start your day with a prioritized CRM briefing — works for any monday CRM setup: pipeline, contacts, accounts, leads, or no board at all. Use when someone says 'morning briefing', 'daily brief', 'what's on my plate today', 'catch me up on my deals', 'what needs attention', 'what needs my attention',
data-cleanup
Check your CRM board's health and clean up messy data — run a scored health check (missing fields, stalled deals, abandoned columns, automation gaps) as a report, or fix data in bulk (phone formats, missing emails, country codes, unowned deals, stale dates). Use when someone says "clean my CRM", "fi
forecast
Build a forecast dashboard in monday — committed, best-case, and pipeline views by close month, rendered as real dashboard widgets. Use when someone says "build me a forecast", "show me Q2 pipeline", "Salesforce-style forecast", "forecast dashboard", "commit vs best-case", "what's our number this qu
log-activity
Log calls, meetings, notes, and other activities to CRM item timelines — structured records with attendees, outcomes, and follow-ups. Use when someone says "log my call with", "add a note to the deal", "what activities happened on", "record this meeting", "update my note on", "track a call with", "l
meeting-to-deal
Turn meeting transcripts into deal updates — key points, commitments, and next steps posted to matching CRM deals automatically. Auto-creates contacts for new attendees. Use when someone says "log my meetings to deals", "update CRM from calls", "what did I commit to in meetings", "sync notetaker", "
run-sequence
Manage CRM sequences end-to-end — list, create, enroll contacts, activate/deactivate, duplicate, and track performance. Use when someone says "what sequences do I have", "create a welcome sequence", "enroll this contact in a sequence", "add these leads to my nurture sequence", "deactivate the cold o
workspace-builder
networkBuild a CRM workspace from scratch — describe your business and get boards, columns, and pipeline stages created in monday. Use when someone says "set up my CRM", "build me a CRM", "create CRM boards for me", "I need a new sales pipeline", "help me get started in monday", "I don't know how to set up
What this can do
Capabilities declared by the plugin's own components — read straight from their frontmatter, not inferred.
Access the network
1 component declare WebFetch or WebSearch
~938 tokens of context used while enabled, before you invoke anything
All declared tools (48)
AskUserQuestionReadWebFetchgroup deletemcp__monday__activate-sequencemcp__monday__all_monday_apimcp__monday__all_monday_api] # all_monday_api scope: group renamemcp__monday__board_insightsmcp__monday__change_item_column_valuesmcp__monday__create-sequencemcp__monday__create-timeline-itemmcp__monday__create-timeline-notemcp__monday__create_automationmcp__monday__create_boardmcp__monday__create_columnmcp__monday__create_dashboardmcp__monday__create_docmcp__monday__create_groupmcp__monday__create_itemmcp__monday__create_notificationmcp__monday__create_updatemcp__monday__create_widgetmcp__monday__create_workspacemcp__monday__deactivate-sequencemcp__monday__duplicate-sequencemcp__monday__enroll-item-in-sequencemcp__monday__get-board-sequencesmcp__monday__get-connected-email-accountsmcp__monday__get-contact-journeymcp__monday__get-custom-activitiesmcp__monday__get-sequence-analyticsmcp__monday__get-timeline-itemsmcp__monday__get_board_activitymcp__monday__get_board_infomcp__monday__get_board_items_pagemcp__monday__get_column_type_infomcp__monday__get_notetaker_meetingsmcp__monday__get_updatesmcp__monday__get_user_contextmcp__monday__list_automationsmcp__monday__list_users_and_teamsmcp__monday__list_workspacesmcp__monday__manage_automationsmcp__monday__searchmcp__monday__update-timeline-itemmcp__monday__workspace_infonumber unit config. No other mutations.status label configTrust
87/100 · Excellent2 factors scored below maximum
Documentation
README · ~10 min read🚀 monday.com MCP
Enable AI agents to operate reliably within real workflows. This MCP is monday.com's open framework for connecting agents into your work OS - giving them secure access to structured data, tools to take action, and the context needed to make smart decisions.
🌟 Overview
This repository, maintained by the monday.com AI team, provides a comprehensive set of tools for AI agent developers who want to integrate with monday.com. Whether you're building AI assistants, automations, or custom integrations, our tools make it easy to connect to the monday.com platform.
👉 New to monday MCP? Start here: monday.com/w/mcp
https://github.com/user-attachments/assets/ed8d24e1-256b-4f6b-9d84-38e54a8703fd
🔑 What is monday.com?
monday.com is a work operating system that powers teams to run processes, projects, and everyday work. Teams use monday.com to plan, track, and manage their work in one centralized platform. It provides a visual, intuitive interface where teams can:
- Create and manage projects with customizable boards
- Track tasks through different stages with status columns
- Collaborate with team members through updates and mentions
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