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workspace-builder

Skill

Build 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

0Marketing

Install

git clone https://github.com/mondaycom/mcp.git ~/.claude/skills/workspace-builder

What is workspace-builder?

Build 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 my pipeline", or "build me a CRM from scratch". Do not use for questions about an existing board — those belong to daily-briefing or data-cleanup.

What this can do

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

Access the network

Declares WebFetch or WebSearch

~112 tokens of context used while enabled, before you invoke anything

All declared tools (18)
AskUserQuestionReadWebFetchgroup deletemcp__monday__all_monday_api] # all_monday_api scope: group renamemcp__monday__create_boardmcp__monday__create_columnmcp__monday__create_docmcp__monday__create_groupmcp__monday__create_itemmcp__monday__create_workspacemcp__monday__get_board_infomcp__monday__get_user_contextmcp__monday__list_workspacesmcp__monday__searchmcp__monday__workspace_infonumber unit config. No other mutations.status label config

Documentation

README · ~18 min read

Workspace Builder

Sets up a CRM workspace conversationally — turning "I don't know how to start" into a working board on day 1. Replaces the manual template-pick → column-rename → column-add → group-rename loop that gates 442 median days between CRM install and first MCP execution. This is the single highest-leverage retention skill in the catalog.

Flow: Trigger → Discover → Propose → Confirm → Build (α) → Seed (β, opt-in) → Handoff.

Input

  • Optional: business description via argument.
  • Optional: user pre-declared mode (Default / Silent / Proactive). Add "silently" or "skip confirmations" to your request to run in Silent mode. Silent mode builds without per-step confirmations.

Output

  • α (default): One board (or set of boards) created in the user's chosen workspace. Boards carry the user's chosen names (no plugin prefix). Groups + columns scaffolded per the proposed structure. A CRM Setup — <Mon DD> doc summarizes what was created and what's next, with Generated by Claude · <ISO timestamp> + <!-- claude-skill-id: workspace-builder --> in the body.
  • β (Seed mode, opt-in): 5–10 example items per board so the user can see the shape with data, not just empty columns. Each example item carries Source = Claude on a status column (auto-create the column with user confirm if missing) — no [Example] prefix on names.
  • Proactive extension: Out of scope for v0.1 (automation creation requires create_automation_rule, not yet shipped). The setup doc includes a deep-link to the in-product Automation Recipes UI for that step.

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