monday crm — Agent Skill

monday CRM — Claude plugin

Run your sales pipeline in monday CRM from plain language. Five skills read your live monday boards via the official monday MCP connector, synthesize insights, and write the result straight back into monday as a real board, dashboard, or doc — so work stays inside monday.

Try asking…

• "Give me my CRM deal briefing for today"
• "Build a sales forecast from my pipeline"
• "Turn my meeting notes into a deal update"
• "Set up a CRM pipeline from scratch"
• "Run a health check on my CRM board"
• "Find and clean up duplicate deals in my CRM"

Skills

| Skill | What it does | Trigger phrases | |---|---|---| | daily-briefing | Prioritized daily deal briefing → monday update | "morning briefing", "what should I focus on today", "pipeline summary" | | forecast | Commit / best-case / pipeline → monday dashboard | "build me a forecast", "show me Q2 pipeline", "commit vs best-case" | | meeting-to-deal | Meeting transcripts → deal updates + stage signals | "log my meetings to deals", "sync notetaker", "update CRM from calls" | | workspace-builder | CRM workspace from scratch → boards + columns + stages | "build me a CRM from scratch", "create CRM boards for me", "set up my pipeline" | | data-cleanup | Board health check (report) + bulk data fixes → doc + writes | "run a board health check", "clean my CRM", "fix my data", "what's broken in my CRM" |

How it works

┌─────────────────┐     OAuth      ┌─────────────────┐
│   Claude Code   │ ──────────────▶│  monday MCP     │
│  (5 skills)     │                │  mcp.monday.com │
└─────────────────┘                └────────┬────────┘
                                            │
                                   ┌────────▼────────┐
                                   │  monday.com     │
                                   │  boards, docs,  │
                                   │  dashboards     │
                                   └─────────────────┘

The plugin bundles a .mcp.json that points at the remote monday MCP server (https://mcp.monday.com/mcp). On first use, Claude Code prompts for OAuth — no API tokens to manage. Skills then compose the MCP's tools (get_user_context, get_board_items_page, create_update, etc.) into multi-step workflows.

Install

From the community plugin directory (after acceptance)

# Add the community marketplace (one-time)
claude plugin marketplace add anthropics/claude-plugins-community

# Install the plugin
claude plugin install monday-crm@claude-community

From a marketplace (GitHub)

# Add the marketplace (one-time)
claude plugin marketplace add https://github.com/<org>/<repo>

# Install the plugin
claude plugin install monday-crm@<marketplace-name>