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daily-briefing

Skill

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',

0Sales

Install

git clone https://github.com/mondaycom/mcp.git ~/.claude/skills/daily-briefing

What is 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', 'anything urgent in my deals', 'what's hot in my pipeline', 'pipeline summary', 'start my day', or 'daily standup prep'.

What this can do

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

Read files only

Read-only tools

~105 tokens of context used while enabled, before you invoke anything

All declared tools (17)
AskUserQuestionReadmcp__monday__all_monday_apimcp__monday__board_insightsmcp__monday__create_docmcp__monday__create_notificationmcp__monday__create_updatemcp__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_users_and_teamsmcp__monday__list_workspacesmcp__monday__search

Documentation

README · ~23 min read

Morning Briefing

Produces a daily prioritized briefing over the user's monday CRM data and publishes it as a monday artifact — so the brief lives inside monday, not just in the chat.

Works for any monday CRM setup: pipeline users get deal buckets and pipeline totals; contacts/accounts users get relationship health and follow-up queues; lead managers get inbound lead status. If the user has no monday CRM board at all, the skill runs in standalone mode — ask for context, produce a useful brief from what they tell you.

When monday CRM features are in use, the brief automatically gets richer:

monday CRM featureWhat it addsMCP access
NotetakerRecent meeting notes matched to open deals or contactsget_notetaker_meetings
Activity logLogged calls, emails, and meetings on deals/contacts (last 48h)get_board_activity + get_updates
Tasks / follow-upsItems with a date column = today across deals or contacts boardget_board_items_page with date filter
Calendar sync (Outlook/Google)Today's CRM-linked meetingsNot yet in MCP — skipped; wired when available (see workset status.md)

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