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automate-crm

Skill

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

0Automation

Install

git clone https://github.com/mondaycom/mcp.git ~/.claude/skills/automate-crm

What is 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 automations do I have", "turn off automation", "create a workflow", "automate my pipeline", or "set up a rule".

What this can do

Capabilities declared in this component's own frontmatter — not inferred.

Read files only

Read-only tools

~100 tokens of context used while enabled, before you invoke anything

All declared tools (9)
AskUserQuestionReadmcp__monday__create_automationmcp__monday__get_board_infomcp__monday__get_board_items_pagemcp__monday__get_user_contextmcp__monday__list_automationsmcp__monday__manage_automationsmcp__monday__search

Documentation

README · ~4 min read

Automate CRM

Flow: Detect intent → Resolve board → Describe automation → Create / List / Manage → Confirm

Input

  • Optional: automation description via argument (e.g., "notify owner when Stage = Won").
  • Optional: board name or type (Deals, Contacts, Leads).

Output

  • Create: active automation on the target board, confirmed with a summary of what it does.
  • List: formatted table of automations currently active on the board.
  • Manage: automation activated, deactivated, or deleted, with confirmation.

Knowledge

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