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monday.com

Sales And Marketingby monday.com
Launched May 31, 2026 on ChatGPT

The monday.com AI Connector brings core platform capabilities directly to agents and AI assistants. It supports searching boards, creating and updating items and columns, assigning owners, setting timelines, and posting updates — enabling a wide range of work management and CRM use cases across teams and departments.

Teams of people and agents use monday.com as a task tracker and project tracking hub: planning campaigns and events, tracking milestones, dependencies, and workload, managing approval workflows and request intake, and sharing status updates across projects and portfolios — as well as a CRM for managing leads, contacts, and deals.

Beyond day-to-day work management, the connector lets agents answer questions using monday.com's official knowledge base, plan and build automations and multi-step workflows, run and save reusable code actions, and configure other monday.com agents.

Agents can convert meeting content into meeting tasks, create a campaign brief, produce a sprint summary, perform request triage, monitor SLA performance, and surface overdue work, at-risk work, and deadline risk across monday.com boards, items, owners, projects, and portfolios.

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33Claude Tools
monday.comDeveloper
Sales And MarketingCategory

Use Cases

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Available Tools

Activate sequence

activate-sequence
Full Description

Activate a sequence. Changes status from INACTIVE to ACTIVE, enabling enrollment and step execution.

Parameters (1 required)
Required
sequenceIdstring

Sequence ID to activate. Must have status INACTIVE.

monday Platform Agent Catalog

agent_catalog
Full Description

Browse the account-wide catalog of available trigger types and skills for monday platform agents. READ-ONLY — no agent_id required.

Use this tool to discover what's available BEFORE wiring anything to a specific agent.

ACTIONS:

  • list_triggers: { block_reference_ids? } — returns available trigger types.

Each entry has block_reference_id (required for manage_agent_triggers action:"add"), name, description, field_schemas (describes field_values shape), and required_fields (fields to collect from the user). Note: only triggers that can be added programmatically appear here. OAuth/3rd-party triggers (Slack, Gmail, Salesforce, etc.) require user setup in the monday.com UI and will not appear here.

  • list_skills: {} — returns available skills with id, name, description.

Never guess or invent a skill id — always look it up here before calling manage_agent_skills action:"add".

USAGE EXAMPLES:

  • List all trigger types: { "action": "list_triggers" }
  • Fetch specific trigger: { "action": "list_triggers", "block_reference_ids": ["some-block-ref-id"] }
  • List all skills: { "action": "list_skills" }

RELATED TOOLS:

  • manage_agent_triggers — use block_reference_id from list_triggers to attach a trigger to a specific agent
  • manage_agent_skills — use skill id from list_skills, or action:"create" to author a new skill, then attach to an agent
  • manage_agent — manage the agent entity itself (create, update, delete, activate, etc.)
Parameters (1 required, 1 optional)
Required
actionstring

"list_triggers" — fetch available trigger types with block_reference_id, field_schemas, and required_fields. Call before using manage_agent_triggers action:"add". "list_skills" — fetch available skills with id, name, description. Call before using manage_agent_skills action:"add".

Options:list_triggerslist_skills
Optional
block_reference_idsarray

Used with action:"list_triggers". Fetch specific trigger types by block_reference_id. Omit to return all trigger types.

Run read-only Query on the monday.com API

all_api_read
Full Description

Execute read-only GraphQL queries against the monday.com API. Only queries are accepted — mutations are rejected with an error before the request is sent. Use get_graphql_schema and get_type_details tools first to understand the schema before crafting your query.

Parameters (2 required)
Required
querystring

Custom GraphQL query/mutation. you need to provide the full query / mutation

variablesstring

JSON string containing the variables for the GraphQL operation

Run Mutation on the monday.com API

all_api_write
Full Description

Execute GraphQL mutations against the monday.com API to create, update, or delete data. Only mutations are accepted — queries are rejected with an error before the request is sent. Use get_graphql_schema and get_type_details tools first to understand the schema before crafting your mutation.

Parameters (2 required)
Required
querystring

Custom GraphQL query/mutation. you need to provide the full query / mutation

variablesstring

JSON string containing the variables for the GraphQL operation

Run Query or Mutation on any monday.com API

all_monday_api
Full Description

Execute any monday.com API operation by generating GraphQL queries and mutations dynamically. Make sure you ask only for the fields you need and nothing more. When providing the query/mutation - use get_graphql_schema and get_type_details tools first to understand the schema before crafting your query.

Parameters (2 required)
Required
querystring

Custom GraphQL query/mutation. you need to provide the full query / mutation

variablesstring

JSON string containing the variables for the GraphQL operation

Get All Widget Schemas

all_widgets_schema
Full Description

Fetch complete JSON Schema 7 definitions for all available widget types in monday.com.

This tool is essential before creating widgets as it provides:

  • Complete schema definitions for all supported widgets
  • Required and optional fields for each widget type
  • Data type specifications and validation rules
  • Detailed descriptions of widget capabilities

Use this tool when you need to:

  • Understand widget configuration requirements before creating widgets
  • Validate widget settings against official schemas
  • Plan widget implementations with proper data structures

The response includes JSON Schema 7 definitions that describe exactly what settings each widget type accepts.

Get Board Insights

board_insights
Full Description

This tool allows you to calculate insights about board's data by filtering, grouping and aggregating columns. For example, you can get the total number of items in a board, the number of items in each status, the number of items in each column, etc. Use this tool when you need to get a summary of the board's data, for example, you want to know the total number of items in a board, the number of items in each status, the number of items in each column, etc.[REQUIRED PRECONDITION]: Before using this tool, if new columns were added to the board or if you are not familiar with the board's structure (column IDs, column types, status labels, etc.), first use get_board_info to understand the board metadata. This is essential for constructing proper filters and knowing which columns are available.[IMPORTANT]: For some columns, human-friendly label is returned inside 'LABEL_<column_id' field. E.g. for column with id 'status_123' the label is returned inside 'LABEL_status_123' field.

Parameters (1 required, 9 optional)
Required
boardIdnumber

The id of the board to get insights for

Optional
aggregationsarray

The aggregations to get. Before sending the aggregations, read guidelines.aggregation from get_column_type_info with fetchMode "guidelines" for a relevant column type on this board. Transformative functions and plain columns (no function) must be in group by.

aggregationsStringifiedstring

**ONLY FOR MICROSOFT COPILOT**: The aggregations to get. Send this as a stringified JSON array of "aggregations" field. Read "aggregations" field description for details how to use it.

filtersarray

The configuration of filters to apply on the items. Use get_board_info for column ids and types on the board. Before sending the filters, use get_column_type_info with fetchMode "guidelines" and use data.guidelines.filter (null if that type has no documented rules).

filtersOperatorstring

The operator to use for the filters

Options:andor
Default: and
filtersStringifiedstring

**ONLY FOR MICROSOFT COPILOT**: The filters to apply on the items. Send this as a stringified JSON array of "filters" field. Read "filters" field description for details how to use it.

groupByarray

The columns to group by. All columns in the group by must be in the aggregations as well without a function.

limitnumber

The limit of the results

Default: 1000
orderByarray

The columns to order by, will control the order of the items in the response

orderByStringifiedstring

**ONLY FOR MICROSOFT COPILOT**: The order by to apply on the items. Send this as a stringified JSON array of "orderBy" field. Read "orderBy" field description for details how to use it.

Change Item Column Values

change_item_column_values
Full Description

[IMPORTANT] If you need to update multiple items in one call, use update_items instead of calling this tool in a loop. Otherwise: change the column values of a single item in a monday.com board. [REQUIRED PRECONDITION]: Before using this tool, if new columns were added to the board or if you are not familiar with the board's structure (column IDs, column types, status labels, etc.), first use get_board_info to understand the board metadata. This is essential for constructing valid column values. For board-relation linking tasks, call link_board_items_workflow before using this tool.

Parameters (3 required, 1 optional)
Required
boardIdnumber

The ID of the board that contains the item to be updated

columnValuesstring

A string containing the new column values for the item following this structure: {\"column_id\": \"value\",... you can change multiple columns at once, note that for status column you must use nested value with 'label' as a key and for date column use 'date' as key} - example: "{\"text_column_id\":\"New text\", \"status_column_id\":{\"label\":\"Done\"}, \"date_column_id\":{\"date\":\"2023-05-25\"}, \"phone_id\":\"123-456-7890\", \"email_id\":\"test@example.com\"}"

itemIdnumber

The ID of the item to be updated

Optional
createLabelsIfMissingboolean

If true, create missing Status/Dropdown labels when setting those columns. Requires permission to change board structure. Omit or false to only use existing labels.

Create Action

create_action
Full Description

Save a reusable action (a stored code script). Variables are injected as environment variables (access via os.environ in Python, process.env in JS/TS).

Recommended: Test your code with execute_code before saving to ensure it works correctly.

Network access is restricted to the following hosts: [api.monday.com, mcp.monday.com/mcp]. Requests to any other host will be blocked.

Example: name: "Get board items", description: "Fetches items from a board", language: "python", code: "import requests\nprint('done')"

Parameters (5 required, 1 optional)
Required
codestring

Source code (max 1 MB)

descriptionstring

Short summary: what data the code accesses (specific boards/items by name or ID, or scope if broad), what processing it performs, and how the result is returned. Max 255 characters. Write this well — it is how the action is discovered and reused later.

languagestring

Programming language — one of: javascript, typescript, python

Options:javascripttypescriptpython
namestring

Short, descriptive action name

output_descriptionstring

Required. Instructions describing what should be done with the execution output (e.g. "post the summary as an update on item 123"), max 2000 characters. Echoed back in the run_action response.

Optional
vars_schemaarray

Variable definitions — injected as environment variables at execution time

Create Agent

create_agent
Full Description

Create a personal/custom agent on the monday.com platform. See get_agent for what a monday platform agent is.

Terminology note: users might ask for "agent" in natural language (for example: "create me an agent"), but in this API context this refers to monday personal/custom agents.

Two modes:

  • Prompt mode (recommended): pass prompt (and optional agent_model) and the platform generates profile + goal + plan via AI.
  • Manual mode: omit prompt and pass any of name/role/role_description/user_prompt to create a blank agent profile quickly.

Do not mix prompt with manual profile fields in one request.

Created agents start in state INACTIVE and must be activated before they can be triggered. Instruct the user to activate from the monday.com agent settings UI.

created_at and updated_at are null in the response — call get_agent with the returned id afterward to fetch them.

USAGE EXAMPLES:

  • AI-generated: { "prompt": "Run my daily standup — collect status updates, summarize blockers, and post recap every weekday at 9am." }
  • Blank/manual: { "name": "Standup Bot", "role": "Project Manager", "gender": "female" }
  • Blank/defaults: {}
Parameters (0 required, 9 optional)
Optional
agent_modelstring

STRONGLY DISCOURAGED — omit this field. Only set when the user explicitly names a monday-supported model. Do not invent or guess model identifiers (e.g. gpt-4o, claude-3-opus). Invalid values are rejected by the platform. When omitted the platform default is used, which is the right choice in almost every case.

avatar_urlstring

HTTPS URL of the avatar image. Prefer dapulse-res.cloudinary.com or cdn.monday.com for full renderer compatibility.

background_colorstring

Background color string, usually lowercase hex like "#9450fd".

genderstring

Hint for generated avatar/name when profile fields are omitted.

Options:malefemale
namestring

Display name of the agent.

promptstring

Plain-language description of what the monday platform agent should do. When provided, the platform uses this prompt to generate the agent profile (name, role, avatar), goal, and execution plan via AI. Be specific about the domain and the tasks the agent should automate.

rolestring

Role of the agent.

role_descriptionstring

Description of the role.

user_promptstring

Stored as metadata only. Not used for AI generation.

Create Automation

create_automation
Full Description

Creates an automation on a monday board from a structured natural-language description.

Use this tool only when you know:

  • boardId
  • the user's intended trigger
  • at least one intended action
  • any details the user provided that are relevant to the trigger, conditions, or actions

The caller does not need to know the exact available automation blocks or their required fields. Describe the user's intent clearly — the tool will translate that intent into supported blocks and values.

If a required detail is missing from the user's request, ask for clarification before calling the tool.

If the tool returns status: "needs_clarification", present the unresolved fields to the user, gather answers, then call the tool again.

Describe the automation in this format:

Trigger: When <the event that should start the automation> Details: <relevant detail>: <value>

Conditions:

  • Only if <condition that should be true>

Details: <relevant detail>: <value>

Actions:

  • <action the automation should perform>:

<relevant detail>: <value>

Rules:

  • Use one trigger.
  • Conditions are optional.
  • Multiple conditions mean AND.
  • Use one or more actions.
  • Do not use branching.
  • Use natural language, not block IDs or internal field names.
  • Actions may reference values from the trigger context, such as "{{item name}}", "{{creator}}", "{{status}}", "{{group}}", or "{{board}}".

Terminology:

  • Trigger: the event that starts the automation, such as "when a new item is created".
  • Conditions: optional requirements that must be true before actions run.
  • Actions: what the automation does when it runs.

Example:

Trigger: When a new item is created

Actions:

  • Send a notification:

Recipient: John Snow Title: Important Update Message: The item "{{item name}}" was created.

  • Move the item to a group:

Group: Top group

Parameters (2 required)
Required
boardIdstring

The numeric board ID as a string.

userPromptstring

Structured description of the automation to create.

Create Board

create_board
Full Description

Create a monday.com board

Parameters (1 required, 4 optional)
Required
boardNamestring

The name of the board to create

Optional
boardDescriptionstring

The description of the board to create

boardKindstring

The kind of board to create

Options:privatepublicshare
Default: public
boardOwnerIdsarray

Optional list of user IDs to set as board owners

workspaceIdstring

The ID of the workspace to create the board in

Create Column

create_column
Full Description

Create a new column in a monday.com board

Parameters (3 required, 2 optional)
Required
boardIdnumber

The id of the board to which the new column will be added

columnTitlestring

The title of the column to be created

columnTypestring

The type of the column to be created

Options:auto_numberboard_relationbuttoncheckboxcolor_pickercountrycreation_logdatedependencydirect_docdocdropdownemailfileformulagrouphourintegrationitem_assigneesitem_idlast_updatedlinklocationlong_textmirrornamenumberspeoplephoneprogressratingstatussubtaskstagsteamtexttime_trackingtimelineunsupportedvoteweekworld_clock
Optional
columnDescriptionstring

The description of the column to be created

columnSettingsstring

Column-specific configuration settings as a JSON string. Use get_column_type_info with fetchMode "schema" for the JSON schema for the given column type.

Create Dashboard

create_dashboard
Full Description

Use this tool to create a new monday.com dashboard that aggregates data from one or more boards. Dashboards provide visual representations of board data through widgets and charts.

Use this tool when users want to:

  • Create a dashboard to visualize board data
  • Aggregate information from multiple boards
  • Set up a data visualization container for widgets
Parameters (3 required, 2 optional)
Required
board_idsarray

List of board IDs as strings (min 1 element)

namestring

Human-readable dashboard title (UTF-8 chars)

workspace_idstring

ID of the workspace that will own the dashboard

Optional
board_folder_idstring

Optional folder ID within workspace to place this dashboard (if not provided, dashboard will be placed in workspace root)

kindstring

Visibility level: PUBLIC or PRIVATE

Options:PRIVATEPUBLIC
Default: PUBLIC

Create Document

create_doc
Full Description

Create a new monday.com doc either inside a workspace or attached to an item (via a doc column). After creation, the provided markdown will be appended to the document.

LOCATION TYPES:

  • workspace: Creates a document in a workspace (requires workspace_id, optional doc_kind, optional folder_id, optional docOwnerIds)
  • item: Creates a document attached to an item (requires item_id, optional column_id, optional docOwnerIds)

USAGE EXAMPLES:

  • Workspace doc: { location: "workspace", workspace_id: 123, doc_name: "My Doc", doc_kind: "private" , markdown: "..." }
  • Workspace doc in folder: { location: "workspace", workspace_id: 123, doc_name: "My Doc", folder_id: 17264196 , markdown: "..." }
  • Item doc: { location: "item", item_id: 456, doc_name: "My Doc", column_id: "doc_col_1" , markdown: "..." }
  • Workspace doc with agent owner: { location: "workspace", workspace_id: 123, doc_name: "My Doc", markdown: "...", docOwnerIds: ["<agent_owner_user_id>"] }
Parameters (3 required, 6 optional)
Required
doc_namestring

Name for the new document.

locationstring

Location where the document should be created - either in a workspace or attached to an item

Options:workspaceitem
markdownstring

Markdown content that will be imported into the newly created document as blocks.

Optional
column_idstring

[OPTIONAL - use only when location="item"] ID of an existing "doc" column on the board which contains the item. If not provided, the tool will create a new doc column automatically when creating a doc on an item.

doc_kindstring

[OPTIONAL - use only when location="workspace"] Document kind (public/private/share). Defaults to public.

Options:privatepublicshare
docOwnerIdsarray

Optional list of user IDs to set as document owners at creation time. Use this to add the agent owner so they retain access to the document. Ownership is set inside the creation mutation itself, bypassing the permission checks that would block a subsequent add_subscribers_to_object call.

folder_idnumber

[OPTIONAL - use only when location="workspace"] Optional folder ID to place the document inside a specific folder

item_idnumber

[REQUIRED - use only when location="item"] Item ID to attach the new document to

workspace_idnumber

[REQUIRED - use only when location="workspace"] Workspace ID under which to create the new document

Create Folder

create_folder
Full Description

Create a new folder in a monday.com workspace

Parameters (2 required, 4 optional)
Required
namestring

The name of the folder to be created

workspaceIdstring

The ID of the workspace where the folder will be created

Optional
colorstring

The color of the folder

Options:AQUAMARINEBRIGHT_BLUEBRIGHT_GREENCHILI_BLUEDARK_ORANGEDARK_PURPLEDARK_REDDONE_GREENINDIGOLIPSTICKNULLPURPLESOFIA_PINKSTUCK_REDSUNSETWORKING_ORANGE
customIconstring

The custom icon of the folder

Options:FOLDERMOREBELOWMOREBELOWFILLEDNULLWORK
fontWeightstring

The font weight of the folder

Options:FONT_WEIGHT_BOLDFONT_WEIGHT_LIGHTFONT_WEIGHT_NORMALFONT_WEIGHT_VERY_LIGHTNULL
parentFolderIdstring

The ID of the parent folder

Create Form

create_form
Full Description

Create a monday.com form. Also creates a backing board to store responses. Returns the formToken for future mutations.

Parameters (1 required, 8 optional)
Required
destination_workspace_idstring

The workspace in which the form will be created in.

Optional
board_kindstring

The board kind to create for the board in which the form will create items in.

Options:privatepublicshare
board_owner_idsarray

Array of user IDs who will have owner permissions on the board in which the form will create items in.

board_owner_team_idsarray

Array of team IDs whose members will have owner permissions on the board in which the form will create items in.

board_subscriber_idsarray

User IDs to notify on board activity.

board_subscriber_teams_idsarray

Team IDs to notify on board activity.

destination_folder_idstring

The folder in which the form will be created under.

destination_folder_namestring

The name of the folder in which the form will be created in.

destination_namestring

Board name (stores form responses).

Create WorkForm Submission

create_form_submission
Full Description

Submit a response to a monday.com WorkForm. Use get_form first to retrieve the WorkForm, then:

  • Inspect each question's showIfRules to determine which questions are conditionally shown based on previous answers.
  • Inspect each question's settings for any answer constraints (e.g. rating limits, select options, label limits).
  • Take note of any titles, descriptions, and content blocks to present the form naturally as you walk the user through it.
  • Take note of pages and question order to present questions in the correct sequence.

Gather all answers upfront before calling this tool — do not submit one question at a time. Accepts a bare form token, a full WorkForm URL (e.g. https://forms.monday.com/forms/{form_token}?r=use1), or a shortened wkf.ms URL (e.g. https://wkf.ms/4tqP28t) — shortened URLs are automatically resolved by following the redirect. Returns the submission ID.

Parameters (3 required, 2 optional)
Required
answersarray

Array of answers to submit. Each answer specifies a question_id and the value for that question type.

form_timezone_offsetinteger

The timezone offset of the submitter in minutes (e.g. -120 for UTC-2, 0 for UTC).

form_tokenstring

The unique token identifying the WorkForm. Can be a bare token, a full WorkForm URL (e.g. https://forms.monday.com/forms/abc123?r=use1), or a shortened wkf.ms URL (e.g. https://wkf.ms/4tqP28t). Shortened URLs are automatically resolved by following the redirect.

Optional
passwordstring

The password for the WorkForm. Only required if the WorkForm has password protection enabled (check features.password.enabled from get_form). If required, ask the user for the password before submitting.

tagsarray

Tags to attach to the submission — each tag maps a value to a specific board column.

Create Group

create_group
Full Description

Create a new group in a monday.com board. Groups are sections that organize related items. Use when users want to add structure, categorize items, or create workflow phases. Groups can be positioned relative to existing groups and assigned predefined colors. Items will always be created in the top group and so the top group should be the most relevant one for new item creation

Parameters (2 required, 3 optional)
Required
boardIdstring

The ID of the board to create the group in

groupNamestring

The name of the new group (maximum 255 characters)

Optional
groupColorstring

The color for the group. Must be one of the predefined Monday.com group colors: #037f4c, #00c875, #9cd326, #cab641, #ffcb00, #784bd1, #9d50dd, #007eb5, #579bfc, #66ccff, #bb3354, #df2f4a, #ff007f, #ff5ac4, #ff642e, #fdab3d, #7f5347, #c4c4c4, #757575

Options:#037f4c#00c875#9cd326#cab641#ffcb00#784bd1#9d50dd#007eb5#579bfc#66ccff#bb3354#df2f4a#ff007f#ff5ac4#ff642e#fdab3d#7f5347#c4c4c4#757575
positionRelativeMethodstring

Whether to position the new group before or after the relativeTo group

Options:after_atbefore_at
relativeTostring

The ID of the group to position this new group relative to

Create Item

create_item
Full Description

[IMPORTANT] If you need to create multiple items in one call, use create_items instead of calling this tool in a loop. Otherwise: create a new item with provided values, create a subitem under a parent item, or duplicate an existing item and update it with new values. Use parentItemId when creating a subitem under an existing item. Use duplicateFromItemId when copying an existing item with modifications. [REQUIRED PRECONDITION]: Before using this tool, if new columns were added to the board or if you are not familiar with the board's structure (column IDs, column types, status labels, etc.), first use get_board_info to understand the board metadata. This is essential for constructing proper column values and knowing which columns are available.

Parameters (3 required, 4 optional)
Required
boardIdnumber

The id of the board to which the new item will be added

columnValuesstring

A JSON string of column values, keyed by column id. Status and dropdown columns must use { "label": "..." } (or { "labels": ["...", "..."] } for multi-select dropdown). Date columns use { "date": "YYYY-MM-DD" }. Text/number/email/phone use plain strings. Example: "{\"text_col\":\"hello\", \"status_col\":{\"label\":\"Done\"}, \"date_col\":{\"date\":\"2023-05-25\"}, \"dropdown_col\":{\"labels\":[\"A\",\"B\"]}, \"phone_col\":\"123-456-7890\", \"email_col\":\"test@example.com\"}". If you don't know the exact label values or column ids, call get_board_info first.

namestring

The name of the new item to be created, must be relevant to the user's request. 1–255 characters.

Optional
createLabelsIfMissingboolean

When true, missing status/dropdown labels referenced in columnValues will be auto-created on the board instead of erroring with ColumnValueException. Requires permission to change board structure. Use when the caller specifies label names that may not yet exist on the board.

duplicateFromItemIdnumber

The id of existing item to duplicate and update with new values (only provide when duplicating)

groupIdstring

The id of the group id to which the new item will be added, if its not clearly specified, leave empty

parentItemIdnumber

The id of the parent item under which the new subitem will be created

Create Multiple Items

create_items
Full Description

Create up to 20 new items in a single call. Each item is fully independent - it chooses its own groupId, parentItemId (for subitems), duplicateFromItemId (for bulk templating from an existing item), and createLabelsIfMissing. A single call can therefore span multiple groups, mix regular items with subitems under different parents, and mix fresh creates with duplicates of existing items. Each item returns its own item_id and item_url on success, or a raw error message on failure. [REQUIRED PRECONDITION]: Before using this tool, if new columns were added to the board or if you are not familiar with the board's structure (column IDs, column types, status labels, etc.), first use get_board_info to understand the board metadata. This is essential for constructing proper column values and knowing which columns are available.

Parameters (2 required)
Required
boardIdnumber

The id of the board to which the new items will be added

itemsarray

The items to create, up to 20 per call. Each item returns its own item_id and item_url on success, or a raw error message on failure. Each item independently chooses its groupId, parentItemId, and createLabelsIfMissing.

Create Notification

create_notification
Full Description

Send a notification to a user via the bell icon and optionally by email. Use target_type "Post" for updates/replies or "Project" for items/boards.

Parameters (4 required)
Required
target_idstring

The target ID (update/reply ID for Post type, item/board ID for Project type)

target_typestring

The target type (Post for update/reply, Project for item/board)

Options:PostProject
textstring

The notification text

user_idstring

The user ID to send the notification to

Create Update

create_update
Full Description

Create a new update (comment/post) on a monday.com item. Updates can be used to add comments, notes, or discussions to items. You can optionally mention users, teams, or boards in the update. You can also reply to an existing update by using the parentId parameter.

Parameters (2 required, 2 optional)
Required
bodystring

The update text to be created. Do not use @ to mention users, use the mentionsList field instead. use html tags to format the text, dont use markdown.

itemIdnumber

The id of the item to which the update will be added

Optional
mentionsListstring

Optional JSON array of mentions in the format: [{"id": "123", "type": "User"}, {"id": "456", "type": "Team"}]. Valid types are: User, Team, Board, Project

parentIdnumber

The ID of the update to reply to. Use this parameter when you want to reply on an existing update leave it empty if you want to create a new update

Create View

create_view
Full Description

Create a new board view (tab) with optional filters and sorting. This creates a saved view on a monday.com board that users can switch to.

Filter operators: any_of, not_any_of, is_empty, is_not_empty, greater_than, lower_than, between, contains_text, not_contains_text

Example filter for people column: { "rules": [{ "column_id": "people", "compare_value": ["person-12345"], "operator": "any_of" }] } Example filter for status column: { "rules": [{ "column_id": "status", "compare_value": [1], "operator": "any_of" }] }

Parameters (1 required, 5 optional)
Required
boardIdstring

The board ID to create the view on

Optional
filterobject

Filter configuration for the view

namestring

The name of the view (e.g. "High Priority Items", "My Tasks")

settings

Type-specific view settings as a JSON object (e.g. column visibility, group_by for TABLE). The shape varies by view type — call get_view_schema_by_type with the same ViewKind to discover the supported structure. For TABLE views, prefer the dedicated create_view_table tool which exposes a strongly-typed settings field.

sortarray

Sort configuration for the view

typestring

The type of board view to create. Use TABLE for standard board views.

Options:APPDASHBOARDFORMTABLE
Default: TABLE

Create Table View

create_view_table
Full Description

Create a new table-type board view with optional filters, sort, tags, and table-specific settings (column visibility/order and group-by). Use this instead of create_view when you need to configure table-specific settings. For a simple table view, create_view also works.

Filter operators: any_of, not_any_of, is_empty, is_not_empty, greater_than, lower_than, between, contains_text, not_contains_text

Example settings.columns: { "column_properties": [{ "column_id": "status", "visible": true }], "column_order": ["name", "status", "date"] } Example settings.group_by: { "conditions": [{ "columnId": "status" }], "hideEmptyGroups": true }

Parameters (1 required, 5 optional)
Required
boardIdstring

The board ID to create the table view on

Optional
filterobject

Filter configuration for the view

namestring

The name of the view (e.g. "High Priority Items", "My Tasks")

settingsobject

Table-specific view settings (column visibility/order, group-by)

sortarray

Sort configuration for the view

tagsarray

Tags to apply to the view

Create Widget

create_widget
Full Description

Create a new widget in a dashboard or board view with specific configuration settings.

This tool creates data visualization widgets that display information from monday.com boards: Parent Containers:

  • DASHBOARD: Place widget in a dashboard (most common use case)
  • BOARD_VIEW: Place widget in a specific board view

Critical Requirements: 1. Schema Compliance: Widget settings MUST conform to the JSON schema for the specific widget type 2. Use all_widgets_schema first: Always fetch widget schemas before creating widgets 3. Validate settings: Ensure all required fields are provided and data types match

Workflow: 1. Use 'all_widgets_schema' to get schema definitions 2. Prepare widget settings according to the schema 3. Use this tool to create the widget

Parameters (4 required, 2 optional)
Required
parent_container_idstring

ID of the parent container (dashboard ID or board view ID)

parent_container_typestring

Type of parent container: DASHBOARD or BOARD_VIEW

Options:BOARD_VIEWDASHBOARD
widget_kindstring

Type of widget to create: i.e CHART, NUMBER, BATTERY

Options:APP_FEATUREBATTERYCALENDARCHARTGANTTLISTVIEWNUMBER
widget_namestring

Widget display name (1-255 UTF-8 chars)

Optional
settingsobject

Widget-specific settings as JSON object conforming to widget schema. Use all_widgets_schema tool to get the required schema for each widget type.

settingsStringifiedstring

**ONLY FOR MICROSOFT COPILOT**: The settings object. Send this as a stringified JSON of "settings" field. Read "settings" field description for details how to use it.

Create Workflow

create_workflow
Full Description

Creates a new empty workflow in the given workspace and returns its identifiers (workflowObjectId and workflowDraftId).

Use this tool when the user wants to start a brand-new workflow from scratch, rather than modifying an existing one. Only the workspace is required; title, privacy kind, description, folder, and owners are optional and fall back to sensible defaults.

The tool returns a JSON object with the identifiers of the newly created workflow, which can then be used with the other workflow tools.

Parameters (1 required, 5 optional)
Required
workspaceIdstring

Workspace ID to create the workflow in

Optional
descriptionstring

Optional workflow description

folderIdstring

Optional folder ID to place the workflow in

ownerIdsarray

Optional list of user IDs to set as workflow owners

privacyKindstring

Privacy kind for the workflow (defaults to PUBLIC)

Options:PUBLICPRIVATESHARE
titlestring

Workflow title (defaults to "New Workflow")

Create Workspace

create_workspace
Full Description

Create a new workspace in monday.com

Parameters (2 required, 2 optional)
Required
namestring

The name of the new workspace to be created

workspaceKindstring

The kind of workspace to create

Options:closedopentemplate
Optional
accountProductIdstring

The account product ID associated with the workspace

descriptionstring

The description of the new workspace

Create sequence

create-sequence
Full Description

Creates a new sequence on a board. Always created INACTIVE — use activate-sequence to enable after creation.

CALL THIS TOOL DIRECTLY with whatever arguments you have. Do NOT call get-board-sequences, get-connected-email-accounts, or any other tool first — the gates below will tell you exactly what to do if anything is missing.

GATES (return CONFIRMATION_REQUIRED, nothing created): • board_not_specified — board_id omitted. • steps_not_specified — steps omitted. • connections_not_specified — timeline has automatic_email with sender/emailColumnId missing. Each gate response includes instructions for the next turn — follow them verbatim.

STEP TYPES: • { type: "manual_task_reminder" | "manual_call_reminder" | "manual_email_reminder", subject, body } — no sender/emailColumnId needed. • { type: "automatic_email", subject, body } — requires sender + emailColumnId. Omit trackingEnabled/isEmailThreaded unless the user asks (defaults: both on). • { type: "wait", days: N } (N ≥ 1) — gap before the next step; not a real step. Two consecutive steps with no wait run on the same day. A wait at the START delays the first step past day 1.

Never set ordinals or UUIDs. Never fabricate steps.

Parameters (1 required, 4 optional)
Required
namestring

Name for the new sequence.

Optional
board_idnumber

Board to attach the sequence to. Omit to receive a CONFIRMATION_REQUIRED response with instructions for resolving the board.

emailColumnIdstring

Recipient email column id (e.g. "contact_email"). Resolve via `get_board_info` — pick an EMAIL-typed column. Required when steps include `automatic_email`.

senderobject

Connected email account for sending `automatic_email` steps.

stepsarray

Ordered timeline of steps and waits. Pass `[]` for an empty sequence. Omit to receive a CONFIRMATION_REQUIRED response. Consecutive steps with no wait run on the same day. Never invent steps.

Create Timeline Item

create-timeline-item
Full Description

Create a new structured activity entry on a CRM item's timeline. Returns the created timeline_item_id. For freeform notes (meeting outcomes, follow-ups), use create-timeline-note instead.

Parameters (4 required, 4 optional)
Required
custom_activity_idstring

fetch the custom activities type list to get the right one, make sure to use the custom activity id and not its name.

item_idnumber

monday.com CRM item ID (numeric).

timestampstring

When the activity occurred, ISO 8601 (e.g. "2024-01-15T10:30:00Z").

titlestring

Plain text only.

Optional
contentstring

Full body/details of the activity.

end_timestampstring

End time for ranged activities, ISO 8601. Requires start_timestamp.

start_timestampstring

Start time for ranged activities, ISO 8601. Requires end_timestamp.

summarystring

Brief summary displayed in the timeline feed.

Create Timeline Note

create-timeline-note
Full Description

Log a freeform text note on a CRM item's timeline — meeting outcomes, follow-up reminders, context for the next rep, or any unstructured observation.

Parameters (2 required)
Required
contentstring

Body of the note. Plain text is auto-wrapped in HTML paragraphs; raw HTML is passed through.

item_idnumber

monday.com item ID (numeric).

Deactivate sequence

deactivate-sequence
Full Description

Deactivate a sequence. Changes status from ACTIVE to INACTIVE, blocking new enrollments. Items already enrolled continue their execution.

Parameters (1 required)
Required
sequenceIdstring

Sequence ID to deactivate. Must have status ACTIVE.

Delete Action

delete_action
Full Description

Delete a saved action.

Example: id: "550e8400-e29b-41d4-a716-446655440000"

Parameters (1 required)
Required
idstring

Action ID

Delete Agent

delete_agent
Full Description

Permanently delete a personal/custom agent on the monday.com platform. Removes the agent and all of its versions. The agent stops appearing in get_agent results and can no longer be triggered. This action cannot be undone. Only the agent owner can delete it.

Terminology note: users might ask for "agent" in natural language (for example: "delete my standup agent"), but in this API context this refers to monday personal/custom agents.

VERIFY BEFORE DELETING: When the user refers to an agent by name or description (e.g. "delete my standup bot"), call get_agent (no id) first to list all the user's agents and confirm the correct id. Do not infer ids — pick the matching agent by inspecting profile.name / role / goal.

USAGE EXAMPLE: { "id": "42" }

Parameters (1 required)
Required
idstring

Unique identifier of the monday platform agent to delete.

Duplicate sequence

duplicate-sequence
Full Description

Duplicate a sequence. Creates a copy with the same steps and configuration. The new sequence starts with INACTIVE status.

Parameters (1 required)
Required
sequenceIdstring

Sequence ID to duplicate.

Enroll items in sequence

enroll-item-in-sequence
Full Description

Enroll one or more CRM contacts or leads into an outreach sequence. The sequence must be active. Returns per-item success/failure so partial failures do not silently drop contacts.

Parameters (3 required)
Required
board_idnumber

Numeric board ID, obtained from a board search tool.

itemIdsarray

Item IDs to enroll.

sequenceIdstring

Sequence ID to enroll into. Must have status ACTIVE.

Execute Code

execute_code
Full Description

Run arbitrary code in a monday-authenticated sandbox, without saving.

Prefer dedicated monday tools for individual reads, writes, and GraphQL queries/mutations — they render in the UI and are retried one step at a time. Reach for execute_code when code is genuinely the better tool:

  • Bulk / multi-item work — batch operations, dedup, aggregations, joins across boards (one script beats N tool calls that accumulate context and compound failure)
  • Data transformation — normalizing phones/dates, fuzzy matching, weighted scoring
  • File I/O — parsing uploaded CSV/XLSX to import items, producing downloadable exports
  • Multi-step workflows where each step's output gates the next

The sandbox has authenticated access to the monday.com API. You can make HTTP requests with GraphQL queries and mutations — authentication is handled automatically.

IMPORTANT: Network access is restricted to the following hosts: [api.monday.com, mcp.monday.com/mcp]. Requests to any other host (or a different path on a restricted host) will be blocked. Use this tool to query boards, items, columns, users, updates, and any other monday.com API resource.

THE SANDBOX IS PER-CALL: a new empty container every call, destroyed when the call returns. Nothing written to disk survives, /tmp included. Never write a file in one call to read it in a later one, and don't invent staging paths for earlier tool results — none exist. To carry data forward, print it and pass it into the next call's code, or do the whole job in one call. Splitting a fan-out across calls only works if the later calls don't depend on the earlier ones' files.

FAIL WITH A NON-ZERO EXIT. A run that prints an error and exits 0 is recorded as a success. The monday.com API returns HTTP 200 with an "errors" array, so check the parsed body rather than the status code and raise when it is present. Let exceptions propagate; don't wrap the script in a bare try/except.

TIME LIMIT: 300s. A run that exceeds it is killed, so scope each call to finish well inside the limit instead of fetching everything in one script.

Don't call mcp.monday.com from inside the sandbox to reach monday tools — you already have them, and a tool missing from your tool list won't be found there either.

Example — monday.com GraphQL query, raising on errors (Python). Use this shape for every API call: code: "import requests\ndef gql(query):\n body = requests.post('https://api.monday.com/v2', json={'query': query}).json()\n if 'errors' in body:\n raise RuntimeError(body['errors'])\n return body['data']\nprint(gql('{ users(limit:5) { id name email } }'))"

Example — monday.com GraphQL mutation (Python): code: "import requests\nmutation = 'mutation { create_board(board_name: \"New Board\", board_kind: public) { id } }'\nbody = requests.post('https://api.monday.com/v2', json={'query': mutation}).json()\nif 'errors' in body:\n raise RuntimeError(body['errors'])\nprint(body['data'])"

Example — with vars (accessed via os.environ): code: "import os, requests\nuser_id = os.environ['user_id']\nresp = requests.post('https://api.monday.com/v2', json={'query': f'{{ users(ids: [{user_id}]) {{ id name email }} }}'})\nprint(resp.json())" vars: {"user_id": 12345}

Example — simple (Python): code: "print('hello world')"

Example — with files (input and output): code: "import json\ndata = json.load(open('/tmp/data.json'))\njson.dump({'count': len(data)}, open('/tmp/result.json', 'w'))" files: [{"path": "/tmp/data.json", "content": "W3siaWQiOiAxfV0="}] output_files: ["/tmp/result.json"]

Example — auto-collect outputs (write anything you want returned under /outputs): code: "import os, json\nos.makedirs('/outputs', exist_ok=True)\njson.dump({'ok': True}, open('/outputs/result.json', 'w'))" return_outputs: true

Parameters (3 required, 4 optional)
Required
codestring

Source code to execute. Max 1 MB. Access vars via os.environ (Python), process.env (JS/TS) or "$VAR" (bash).

descriptionstring

Required. Short summary of what this code does: the data it accesses (specific boards/items by name or ID, or scope if broad), the processing it performs, and how the result is returned.

languagestring

Programming language — one of: javascript, typescript, python, bash

Options:javascripttypescriptpythonbash
Optional
filesarray

Input files to write into the sandbox before execution (max 32 files). Each must have content (base64, small files only) or url (S3 presigned URL). Inline content is capped at 512 KB per file and 1 MB across all files, so pass anything larger by url rather than inline content — urls are fetched by the sandbox directly and don't count toward those limits.

output_filesarray

Absolute file paths to retrieve from the sandbox after execution. Returned as presigned S3 download URLs.

return_outputsboolean

When true, auto-collect every file the code writes under /outputs (instead of naming each path in output_files) and return them as presigned download URLs. Up to 20 files, 25 MB each, 100 MB total; outputs_truncated is set in the response if a limit is hit.

varsobject

Variables injected as environment variables into the sandbox (access via os.environ / process.env)

Explore Meetings

explore_meetings
Full Description

Discover meetings by topic, or list/browse meetings by date and access. Returns meetings ranked by keyword relevance (matched against title and AI gist — not semantic). USE THIS FIRST for topic/theme questions ("what did we decide about pricing", "find meetings about the acme deal") AND for listing/browsing ("list my recent meetings", "meetings from last week", "my last 10 meetings"). When query is omitted, returns recent meetings filtered by date/access only — this is the tool for listing. Pass returned ids to get_meetings_content for full content, or to search_meetings_content for matching passages. Only indexed meetings are candidates.

Parameters (0 required, 5 optional)
Optional
accessstring

Filter by access level. OWN: meetings the user participated in or invited the bot to. SHARED_WITH_ME: shared with the user or their team. SHARED_WITH_ACCOUNT: shared with the entire account. ALL: all accessible meetings. Default: OWN.

Options:OWNSHARED_WITH_MESHARED_WITH_ACCOUNTALL
Default: OWN
limitinteger

Maximum number of meetings to return (1-20). Keep small - the top-ranked few are usually enough.

Default: 10
querystring

What to look for, matched against each meeting's title and AI gist and ranked by relevance. Omit or leave empty to browse by date/access filters only. Pass the core subject or entity, roughly 1-4 words (e.g. "pricing roadmap" or "acme renewal"), not the full question. Drop instruction words, filler, and synonyms, which dilute the ranking.

start_time_fromstring

Only include meetings that started at or after this UTC ISO 8601 timestamp (e.g. 2026-07-28T00:00:00Z).

start_time_tostring

Only include meetings that started at or before this UTC ISO 8601 timestamp (e.g. 2026-07-28T23:59:59Z).

Finalize Asset Upload

finalize_asset_upload
Full Description

Finalize a file upload and create the asset on monday.com. Call this after uploading the file to the presigned URL from get_asset_upload_url. Requires the etag value from the PUT response headers. Automatically attaches the uploaded asset to the specified file column on the item. Returns the created asset_id.

Parameters (5 required)
Required
boardIdstring

The board's unique identifier

columnIdstring

The file or doc column's unique identifier to attach the uploaded asset to

etagstring

The ETag header value from the PUT response when uploading to the presigned URL

itemIdstring

The item's unique identifier

uploadIdstring

The upload_id returned by get_asset_upload_url

Form Questions Editor

form_questions_editor
Full Description

Create, update, or delete a question in a monday.com form

Parameters (2 required, 3 optional)
Required
actionstring

Action to perform on the question of a form. create requires question. update requires questionId and question with type always included. delete requires questionId.

Options:deleteupdatecreate
formTokenstring

The unique identifier token for the form. Required for all form-specific operations.

Optional
questionobject

The question to create or update. Always include type, then only the fields you want to set or change.

questionIdstring

Question ID. Required for update/delete.

questionStringifiedstring

**ONLY FOR MICROSOFT COPILOT**: The question object. Send this as a stringified JSON of "question" field. Read "question" field description for details how to use it.

Get Action

get_action
Full Description

Retrieve a saved action by ID.

Example: id: "550e8400-e29b-41d4-a716-446655440000"

Parameters (1 required)
Required
idstring

Action ID

Get Agent

get_agent
Full Description

Fetch one or more personal/custom agents on the monday.com platform.

monday platform agents are user-built work orchestrators and executors that live on the monday.com platform — each has a profile (name, role, avatar), a goal, and an execution plan in markdown describing capabilities and operating principles. Agents in state ACTIVE can be triggered to perform automated work on monday boards. They are NOT local LangChain or MCP agents — they are managed entities on the monday.com platform owned by a specific user.

Terminology note: users might ask for "agent" in natural language (for example: "create me an agent"), but in this API context this refers to monday personal/custom agents.

Agent state in get_agent results is one of ACTIVE, INACTIVE, ARCHIVED, or FAILED. DELETED agents are filtered from these queries — DELETED only appears as the return value of delete_agent. Agent kind is one of PERSONAL, ACCOUNT_LEVEL, or EXTERNAL.

Pass id to fetch one specific agent by its unique identifier. Omit id to list agents owned by the authenticated user (capped at 100 — ask the user for a higher limit if needed). An empty list means the user owns no agents, which is not an error.

USAGE EXAMPLES:

  • Fetch one agent: { "id": "42" }
  • List my agents: {}
Parameters (0 required, 1 optional)
Optional
idstring

Unique identifier of a monday platform agent. When provided, returns that single agent. When omitted, returns every non-deleted personal agent owned by the authenticated user.

Get Asset Upload URL

get_asset_upload_url
Full Description

Only call this tool if you can execute a direct HTTP PUT with binary file data and read response headers (e.g. via shell/curl). If you can't, tell the user direct file upload isn't supported here — don't call this tool.

Get a presigned URL to upload a file to monday.com. Returns an upload_id and upload_url.

After calling this tool, upload the file to the returned URL using an HTTP PUT request and capture the ETag header from the response:

curl -i -X PUT "<upload_url>" \ -H "Content-Type: <the contentType you provided>" \ --data-binary @<local_file_path>

The response includes an ETag header (e.g. ETag: "abc123...") — save this value.

Then call finalize_asset_upload with the upload_id, etag, board_id, item_id, and column_id to complete the upload and attach the file to an item's file column.

Max file size: 500MB.

Parameters (3 required)
Required
contentTypestring

The MIME type of the file (e.g. "application/pdf", "image/png", "text/plain")

fileNamestring

The name of the file to upload, including extension (e.g. "report.pdf")

fileSizeinteger

The file size in bytes. Maximum 500MB (524288000 bytes)

Get Assets

get_assets
Full Description

Get assets (files) by their IDs. Returns file metadata including name, extension, size, public URL (valid for 1 hour), thumbnail URL, upload date, and who uploaded it.

Parameters (1 required)
Required
idsarray

Array of asset IDs to fetch

Get Automation Runs

get_automation_runs
Full Description

Read automation/workflow run history. Read-only.

Modes:

  • "history": paginated run feed (state, duration, error reason). Use "filters" to narrow results and "nextPageOffset" to page (offset-only — next page = previous offset + returned count).
  • "detail": single run by "triggerUuid" (required) — returns block steps and MCP tool calls. Set "includeToolEvents": false to skip tool calls.

Scope: provide "boardId" for a specific board or "accountWide": true. One is required.

Known event states: "success", "failure", "exhausted".

Parameters (1 required, 8 optional)
Required
modestring

history = paginated run feed, detail = single run by triggerUuid

Options:historydetail
Optional
accountWideboolean

Set true to query account-wide (required if no boardId)

blockEventsOffsetinteger

detail: block-events page offset

boardIdstring

Target a specific board by numeric ID

filtersobject

history: run filters

includeToolEventsboolean

detail: include MCP tool calls (default true)

nextPageOffsetinteger

history: page offset (offset-only pagination)

toolEventsOffsetinteger

detail: tool-events page offset

triggerUuidstring

detail: required — the run UUID to inspect

Get Automation Statistics

get_automation_statistics
Full Description

Aggregate automation run statistics. Read-only.

Breakdowns:

  • "totals": success/failure/total counts at the account or board level.
  • "by_entity": per-automation and per-workflow counts for a given "runStatus" (required: "success" | "failure" | "exhausted"). Use "excludeAutomationIds" to omit specific automations.

Scope: provide "boardId" for a specific board or "accountWide": true. One is required.

Optional "userIds" narrows results to specific creators.

Parameters (1 required, 5 optional)
Required
breakdownstring

totals = success/failure/total counts, by_entity = per automation/workflow

Options:totalsby_entity
Optional
accountWideboolean

Set true to query account-wide (required if no boardId)

boardIdstring

Target a specific board by numeric ID

excludeAutomationIdsarray

by_entity: automation IDs to exclude from breakdown

runStatusstring

by_entity: required run status to break down

Options:successfailureexhausted
userIdsarray

Narrow to specific creator user IDs

Get Board Activity

get_board_activity
Full Description

Get board activity logs for a specified time range (defaults to last 30 days). Optionally filter by item ids or user ids to avoid fetching activity for the entire board.

Parameters (1 required, 5 optional)
Required
boardIdnumber

The id of the board to get activity for

Optional
fromDatestring

Start date for activity range (ISO8601DateTime format). Defaults to 30 days ago

includeDataboolean

Whether to include the raw data payload for each activity entry. The data field contains the full before/after state of changes and can be very large. Only set to true when you need the detailed change data.

Default: False
itemIdsarray

Filter activity to specific item ids. Omit to get activity for the whole board.

toDatestring

End date for activity range (ISO8601DateTime format). Defaults to now

userIdsarray

Filter activity to actions performed by specific user ids.

Get Board Info

get_board_info
Full Description

Get comprehensive board information including metadata, structure, owners, and configuration. Also returns the board's views (e.g. table views, filter views) — each view includes its id, name, type, and a structured filter object.

Parameters (1 required)
Required
boardIdnumber

The id of the board to get information for

Get Board Items Page

get_board_items_page
Full Description

Get all items from a monday.com board with pagination support and optional column values and item descriptions. Returns structured JSON with item details, creation/update timestamps, and pagination info. Use the nextCursor parameter from the response to get the next page of results when has_more is true. To retrieve an item description (the rich-text body/details of a monday.com item), set includeItemDescription to true — the response will include the item description document blocks with their content, type, and id. Use this whenever the user asks about an item description, body, details, or notes. [REQUIRED PRECONDITION]: Before using this tool, if new columns were added to the board or if you are not familiar with the board structure (column IDs, column types, status labels, etc.), first use get_board_info to understand the board metadata. This is essential for constructing proper filters and knowing which columns are available. [REQUIRED PRECONDITION]: For board-relation / cross-board linking tasks, call link_board_items_workflow before using this tool. VIEW-BASED FILTERING: If the user refers to a board view by name (e.g. "show me items in the Overdue view"), first call get_board_info to get the board views, find the matching view by name, then extract its filter field and pass it as the filters argument here.

Parameters (1 required, 15 optional)
Required
boardIdnumber

The id of the board to get items from

Optional
columnIdsarray

The ids of the item columns and subitem columns to get, can be used to reduce the response size when user asks for specific columns. Works only when includeColumns is true. If not provided, all columns will be returned

cursorstring

The cursor to get the next page of items, use the nextCursor from the previous response. If the nextCursor was null, it means there are no more items to get

filtersarray

The configuration of filters to apply on the items. Use get_board_info for column ids and types on the board. Before sending the filters, use get_column_type_info with fetchMode "guidelines" and use data.guidelines.filter (null if that type has no documented rules).

filtersOperatorstring

The operator to use for the filters

Options:andor
Default: and
filtersStringifiedstring

**ONLY FOR MICROSOFT COPILOT**: The filters to apply on the items. Send this as a stringified JSON array of "filters" field. Read "filters" field description for details how to use it.

includeColumnsboolean

Whether to include column values in the response. PERFORMANCE OPTIMIZATION: Only set this to true when you actually need the column data. Excluding columns significantly reduces token usage and improves response latency. If you only need to count items, get item IDs/names, or check if items exist, keep this false.

Default: False
includeGroupboolean

Whether to include each item's board group (id and title) in the response. Set to false to reduce token usage when group membership is not needed.

Default: True
includeItemDescriptionboolean

Whether to include the item's description in the response. The item description is the rich-text body content that appears inside a monday.com item (similar to a task description or issue body). Set this to true when the user asks about an item's description, details, body, or notes. PERFORMANCE OPTIMIZATION: Only set this to true when you actually need the item description content.

Default: False
includeSubItemsboolean

Whether to include sub items in the response. PERFORMANCE OPTIMIZATION: Only set this to true when you actually need the sub items data.

Default: False
itemIdsarray

The ids of the items to get. The count of items should be less than 100.

limitnumber

The number of items to get

Default: 25
orderByarray

The columns to order by, will control the order of the items in the response

orderByStringifiedstring

**ONLY FOR MICROSOFT COPILOT**: The order by to apply on the items. Send this as a stringified JSON array of "orderBy" field. Read "orderBy" field description for details how to use it.

searchTermstring

The search term to use for the search. - Use this when: the user provides a vague, incomplete, or approximate search term (e.g., “marketing campaign”, “John’s task”, “budget-related”), and there isn’t a clear exact compare value for a specific field. - Do not use this when: the user specifies an exact value that maps directly to a column comparison (e.g., name contains "marketing campaign", status = "Done", priority = "High", owner = "Daniel"). In these cases, prefer structured compare filters.

subItemLimitnumber

The number of sub items to get per item. This is only used when includeSubItems is true.

Default: 25

Get Column Type Info

get_column_type_info
Full Description

Retrieves comprehensive information about a specific column type. Use fetchMode "schema" (default) to get the JSON schema definition from the API — use this before creating or updating columns (e.g. create_column) to understand structure, validation rules, and available properties for column settings. Use fetchMode "guidelines" to get only guidelines.filter and guidelines.aggregation for building items_page filters and board insights counts (no schema, no GraphQL round-trip).

Parameters (1 required, 1 optional)
Required
columnTypestring

The column type to retrieve information for (e.g., "text", "status", "date", "numbers")

Options:auto_numberboard_relationbuttoncheckboxcolor_pickercountrycreation_logdatedependencydirect_docdocdropdownemailfileformulagrouphourintegrationitem_assigneesitem_idlast_updatedlinklocationlong_textmirrornamenumberspeoplephoneprogressratingstatussubtaskstagsteamtexttime_trackingtimelineunsupportedvoteweekworld_clock
Optional
fetchModestring

fetchMode "schema": JSON settings schema only (GraphQL). fetchMode "guidelines": guidelines.filter and guidelines.aggregation only — no GraphQL round-trip.

Options:schemaguidelines
Default: schema

Get Form

get_form
Full Description

Get a monday.com form by its form token. Form tokens can be extracted from the form's url. Given a form url, such as https://forms.monday.com/forms/abc123def456ghi789?r=use1, the formToken is the alphanumeric string that appears right after /forms/ and before the ?. In the example, the formToken is abc123def456ghi789.

Parameters (1 required)
Required
formTokenstring

The unique identifier token for the form. Required for all form-specific operations.

Get Full Board Data

get_full_board_data
Full Description

INTERNAL USE ONLY

  • DO NOT CALL THIS TOOL DIRECTLY. This tool is exclusively triggered by UI components and should never be invoked directly by the agent.
Parameters (1 required, 2 optional)
Required
boardIdstring

The ID of the board to fetch complete data for

Optional
filtersarray

The configuration of filters to apply on the items. Use get_board_info for column ids and types on the board. Before sending the filters, use get_column_type_info with fetchMode "guidelines" and use data.guidelines.filter (null if that type has no documented rules).

filtersOperatorstring

The operator to use for the filters

Options:andor
Default: and

Get GraphQL Schema

get_graphql_schema
Full Description

Fetch the monday.com GraphQL schema structure including query and mutation definitions. This tool returns available query fields, mutation fields, and a list of GraphQL types in the schema. You can filter results by operation type (read/write) to focus on either queries or mutations.

Parameters (0 required, 2 optional)
Optional
operationTypestring

Type of operation: "read" for queries, "write" for mutations

Options:readwrite
random_stringstring

Dummy parameter for no-parameter tools

Get Meetings Content

get_meetings_content
Full Description

Fetch full content (summary, topics, action items, transcript) for meetings you already have ids for. Get those ids from explore_meetings (topic/listing/browse) or search_meetings_content (passages) first — this tool is NOT for discovery or listing. Pass the ids with the include_ flags for the content you need (defaults to the summary if none are set). Requested ids that are not returned are listed in missing_ids (not found, not accessible, or no completed recording); meetings whose content was dropped to keep the response within its size limit are listed in content_omitted_ids. The search param is a narrow case-insensitive substring fallback on title, participant name, or email — NOT topic/keyword search.

Parameters (0 required, 7 optional)
Optional
accessstring

Filter by access level. OWN: meetings the user participated in or invited the bot to. SHARED_WITH_ME: shared with the user or their team. SHARED_WITH_ACCOUNT: shared with the entire account. ALL: all accessible meetings. Defaults to ALL when fetching specific ids; without ids it excludes meetings shared only account-wide (pass access: ALL to include those).

Options:OWNSHARED_WITH_MESHARED_WITH_ACCOUNTALL
idsarray

The meeting IDs to fetch, from explore_meetings or search_meetings_content. Fetches them in one call.

include_action_itemsboolean

Include action items for each meeting.

Default: False
include_summaryboolean

Include the AI-generated summary for each meeting.

Default: False
include_topicsboolean

Include discussion topics and talking points for each meeting.

Default: False
include_transcriptboolean

Include the full transcript for each meeting. Transcripts can be very large.

Default: False
searchstring

Narrow fallback only: case-insensitive substring match on title, attendee name, or email. NOT topic/keyword search and NOT for discovery — use explore_meetings to find meetings.

monday-dev: Get Sprints Boards

get_monday_dev_sprints_boards
Full Description

Discover monday-dev sprints boards and their associated tasks boards in your account.

Purpose:

Identifies and returns monday-dev sprints board IDs and tasks board IDs that you need to use with other monday-dev tools. This tool scans your recently used boards (up to 100) to find valid monday-dev sprint management boards.

What it Returns:

  • Pairs of sprints boards and their corresponding tasks boards
  • Board IDs, names, and workspace information for each pair
  • The bidirectional relationship between each sprints board and its tasks board

Note:

Searches recently used boards (up to 100). If none found, ask user to provide board IDs manually.

Get Monday Knowledge

get_monday_knowledge
Full Description

Ask a question about monday.com and get an AI-generated answer from the official knowledge base.

Use kind="general" for questions about using monday.com — features, automations, UI, help center, and settings. Returns cited source articles with links. Use kind="developer_docs" for questions about the monday.com API — GraphQL queries and mutations, authentication, rate limits, webhooks, schema, API best practices, and building apps.

Important: do not include PII data in the questions.

Parameters (2 required)
Required
kindstring

The knowledge domain to search. Use "developer_docs" for questions about the monday.com API — GraphQL queries and mutations, authentication, rate limits, webhooks, schema, API best practices, and building apps. Use "general" for questions about using monday.com — features, automations, UI, help center, and settings.

Options:developer_docsgeneral
querystring

The question or topic to search for in the monday.com knowledge base.

Get Notetaker Meetings

get_notetaker_meetings
Full Description

Retrieve notetaker meetings with optional detailed fields. Use include_summary, include_topics, include_action_items, and include_transcript flags to control which details are returned. Use access to filter by meeting access level (OWN, SHARED_WITH_ME, SHARED_WITH_ACCOUNT, ALL). Defaults to OWN. Supports filtering by ids, search term, and cursor-based pagination.

Parameters (0 required, 9 optional)
Optional
accessstring

Filter meetings by access level. OWN: meetings the user participated in or invited the bot to. SHARED_WITH_ME: meetings shared with the user or their team. SHARED_WITH_ACCOUNT: meetings shared with the entire account. ALL: all meetings the user has access to.

Options:OWNSHARED_WITH_MESHARED_WITH_ACCOUNTALL
Default: OWN
cursorstring

Cursor for pagination. Use cursor from the previous page_info to fetch the next page.

idsarray

Filter by specific meeting IDs. Use this to fetch one or more specific meetings in a single call.

include_action_itemsboolean

Whether to include action items for each meeting.

Default: False
include_summaryboolean

Whether to include the AI-generated summary for each meeting.

Default: False
include_topicsboolean

Whether to include discussion topics and talking points for each meeting.

Default: False
include_transcriptboolean

Whether to include the full transcript for each meeting. Transcripts can be very large.

Default: False
limitnumber

Maximum number of notetaker meetings to return per page (1-100).

Default: 25
searchstring

Search notetaker meetings by title, participant name, or email.

monday-dev: Get Sprint Summary

get_sprint_summary
Full Description

Get the complete summary and analysis of a sprint.

Purpose:

Unlock deep insights into completed sprint performance.

The sprint summary content including:

  • Scope Management: Analysis of planned vs. unplanned tasks, scope creep
  • Velocity & Performance: Individual velocity, task completion rates, workload distribution per team member
  • Task Distribution: Breakdown of completed tasks by type (Feature, Bug, Tech Debt, Infrastructure, etc.)
  • AI Recommendations: Action items, process improvements, retrospective focus areas

Requirements:

  • Sprint must be completed and must be created after 1/1/2025

Important Note:

When viewing the section "Completed by Assignee", you'll see user IDs in the format "@user-12345678". the 8 digits after the @is the user ID. To retrieve the actual owner names, use the list_users_and_teams tool with the user ID and set includeTeams=false for optimal performance.

Parameters (1 required)
Required
sprintIdnumber

The ID of the sprint to get the summary for (e.g., "9123456789")

monday-dev: Get Sprints Metadata

get_sprints_metadata
Full Description

Get comprehensive sprint metadata from a monday-dev sprints board including:

Data Retrieved:

A table of sprints with the following information:

  • Sprint ID
  • Sprint Name
  • Sprint timeline (planned from/to dates)
  • Sprint completion status (completed/in-progress/planned)
  • Sprint start date (actual)
  • Sprint end date (actual)
  • Sprint activation status
  • Sprint summary document object ID

Parameters:

  • limit: Number of sprints to retrieve (default: 25, max: 100)

Requires the Main Sprints board ID of the monday-dev containing your sprints.

Parameters (1 required, 1 optional)
Required
sprintsBoardIdnumber

The ID of the monday-dev board containing the sprints

Optional
limitnumber

The number of sprints to retrieve (default: 25, max: 100)

Default: 25

Get Type Details

get_type_details
Full Description

Get detailed information about a specific GraphQL type from the monday.com API schema

Parameters (1 required)
Required
typeNamestring

The name of the GraphQL type to get details for

Get Updates

get_updates
Full Description

Get updates (comments/posts) from a monday.com item or board. Specify objectId and objectType (Item or Board) to retrieve updates. For Board queries, you can filter by date range using fromDate and toDate (both required together, ISO8601 format). By default, Board queries return only board discussion. Set includeItemUpdates to true to also include updates on individual items. Returns update text, creator info, timestamps, and optionally replies and assets.

Parameters (2 required, 7 optional)
Required
objectIdstring

The ID of the item or board to get updates from

objectTypestring

Type of object for which objectId was provided

Options:ItemBoard
Optional
fromDatestring

Start of date range filter (e.g. "2025-01-01" or "2025-01-01T00:00:00Z"). Must be used together with toDate. Only supported for Board objectType.

includeAssetsboolean

Include file attachments in the response

Default: False
includeItemUpdatesboolean

When objectType is Board, also include updates on individual items. Defaults to false, returning only board discussion. Set to true to retrieve all updates on a board, including updates on individual items.

Default: False
includeRepliesboolean

Include update replies in the response

Default: False
limitnumber

Number of updates per page (default: 25, max: 100)

Default: 25
pagenumber

Page number for pagination (default: 1)

Default: 1
toDatestring

End of date range filter (e.g. "2025-06-01" or "2025-06-01T23:59:59Z"). Must be used together with fromDate. Only supported for Board objectType.

Get User Context

get_user_context
Full Description

Fetch current user information, account information, and their relevant items (boards, folders, workspaces, dashboards).

Use this tool to:

  • Get context about who the current user is (id, name, title)
  • Get account info: plan tier, active member count, trial status, and active products
  • Get the number of active members in the account (returns active_members_count)
  • Discover user's favorite boards, folders, workspaces, and dashboards
  • Get user's most relevant boards based on visit frequency and recency
  • Get user's most relevant people based on interaction frequency and recency
  • Reduce the need for search requests by knowing user's commonly accessed items

Get Activity Insights

get-activity-insights
Full Description

Fetch aggregated activity insights for a CRM board: call counts, duration stats, grouped by rep, activity type, or item. Does not return individual activity records.

Parameters (5 required, 4 optional)
Required
aggregationTypestring

Aggregation to apply: "count" tallies the number of activities.

Options:count
board_idnumber

monday.com CRM board ID (numeric). Obtain from a tool that searches or identifies boards.

groupByarray

1-2 fields to group results by: userId (rep), type (activity kind), itemId (CRM item).

limitnumber

Cap on result rows. Use a smaller value for quick summaries; increase for full breakdowns.

orderstring

Sort order for result rows by the aggregated value.

Options:ascdesc
Optional
fromDatestring

Start of the date range, ISO 8601 (e.g. "2025-01-01T00:00:00Z"). Defaults to 7 days ago.

itemIdsarray

Filter to specific monday.com item IDs. Omit to include all items on the board.

toDatestring

End of the date range, ISO 8601 (e.g. "2025-01-08T23:59:59Z"). Defaults to now.

userIdsarray

Filter to specific monday.com user IDs (reps). Omit to include all users.

Get board sequences

get-board-sequences
Full Description

List sequences for a board or the current user. Returns active and inactive sequences (never deleted). Each entry includes status, enrollment counts, step count, and aggregate analytics. An empty list means no matching sequences.

Parameters (0 required, 1 optional)
Optional
board_idnumber

monday.com board ID (numeric). When provided, returns sequences for that board only. When omitted, returns sequences for the authenticated user across all boards. Obtain from a tool that searches or identifies boards.

Get contact journey

get-contact-journey
Full Description

List every sequence a contact (item) is enrolled in, sorted by most recent enrollment first. Returns each enrollment with its run status, completed-step count, termination reason, and timing. Use this when starting from a contact; use get-sequence-analytics when starting from a single sequence. An empty list means the contact is not enrolled in any sequence.

Parameters (2 required)
Required
board_idnumber

Numeric board ID, obtained from a board search tool.

item_idnumber

monday.com item ID (contact row on a CRM board). Numeric. Must belong to the board identified by board_id.

Get Custom Activities

get-custom-activities
Full Description

List the custom activity types available for logging on the CRM timeline, including their IDs (e.g. "Demo", "Site Visit"). The activity type ID is required when creating a structured timeline entry via create-timeline-item.

Get sequence analytics

get-sequence-analytics
Full Description

Get analytics for a sequence. Returns per-run status and progress, sequence-level engagement rates (reply, open, click-through), and per-step breakdowns. Partial results are returned if some analytics endpoints fail.

Parameters (1 required)
Required
sequenceIdstring

Sequence ID to get analytics for.

Get Timeline Items

get-timeline-items
Full Description

Fetch CRM engagement history on a contact, deal, account, or lead — emails sent and received, calls logged, meetings recorded, and notes. Call this tool whenever a CRM entity board (deals, contacts, accounts, leads) is in scope and the user asks about emails, activities, calls, meetings, communication history, or engagement — it is the authoritative source for all CRM-tracked communication. Prefer over Gmail or calendar integrations for any activity on a CRM item. For board-level analysis across multiple items, fetch item IDs first then call this tool per item_id; do not substitute the "count timeline events" board column, which is an aggregate count with no content. If get-board-structure returns "Activities timeline (unsupported)", use this tool. Returns paginated entries with type, title, and timestamp. For custom activity types (e.g. "Demo", "Site Visit"), use get-custom-activities instead.

Parameters (1 required, 2 optional)
Required
item_idnumber

monday.com CRM item ID (numeric). Obtain from a tool that searches or filters board items.

Optional
cursorstring

Opaque pagination cursor from a previous response; omit for the first page.

limitnumber

Maximum number of timeline items to return per page.

Process Planner

invoke_process_planner
Full Description

A reasoning-focused process planner with deep knowledge of monday.com workflow architecture. Given a description of a process, it returns a structured textual plan describing one or more related workflows that implement it.

Use this tool for:

  • Planning a new workflow or multi-workflow architecture from a process description.
  • Deciding whether a process should be implemented as a single workflow or multiple related workflows.
  • Producing a concrete, block-level plan (trigger, steps, route keys) that another agent or human can build from.
  • Don't tell it about one time actions, like non-repeating resource creations that are needed to set up the process.

This tool does NOT have access to any specific workflow's current state — it plans from scratch using all available blocks. It does not execute any changes.

Parameters (1 required)
Required
promptstring

A description of the process to plan. The planner will design one or more related workflows that implement it, using only the blocks available in the system.

Workflow Expert

invoke_workflow_expert
Full Description

Workflow expert for a single workflow. Given a prompt, answers questions about the workflow's structure and configuration, or makes changes to it (create, update, delete steps, and configure step fields).

Delegate any prompt that asks about a workflow or asks to change it. Pass clear, descriptive instructions — the expert will decide the right response or operations.

Field values reference resources (boards, columns, people, channels, projects, ...) from monday or any external app — all handled the same way. Pass each resource through as the user stated it; the expert resolves names to IDs and asks the user when it's ambiguous. Pro-tip: pass along any ID you already have to save a follow-up question — no need to look one up first.

Constraints: works on ONE workflow at a time.

Parameters (2 required, 1 optional)
Required
promptstring

A question about the workflow or a description of the changes to make to it

workflowObjectIdnumber

The identifier of a workflow object, found in the workflow URL. A workflow object is the entity that is retained across published versions; users can create draft versions related to this workflow object.

Optional
workflowDraftIdnumber

The identifier of a draft that belongs to the workflow object referenced by workflowObjectId. When omitted, it refers to the live version of the workflow.

List Actions

list_actions
Full Description

List all saved actions for the current user.

List Board Automations

list_automations
Full Description

List all automations on a specific monday.com board, including their ids, titles, active state, and configuration. Returns two groups: "workflows" (fully manageable, supports pagination via limit/cursor) and "legacyAutomations" (READ-ONLY automations set up in an older way — returned on the first page only, when no cursor is given). Always present BOTH groups to the user together as one list of board automations — never omit or hide "legacyAutomations". The split and the read-only limitation are internal context for you only: don't volunteer them and don't label any automation "legacy" or "read-only". Only if the user asks to act on a legacy one, briefly explain it can't be changed (e.g. "This one was set up in an older way and can't be modified here"). When NOT to use: Do not call this tool to get general board information unrelated to automations.

Parameters (1 required, 2 optional)
Required
boardIdstring

The numeric board ID as a string.

Optional
cursorstring

Pagination cursor from a previous response. Pass to retrieve the next page of automations.

limitinteger

Maximum number of automations to return. Default: 100.

List Users and Teams

list_users_and_teams
Full Description

Tool to fetch users and/or teams data.

MANDATORY BEST PRACTICES: 1. ALWAYS use specific IDs or names when available 2. If no ids available, use name search if possible (USERS ONLY) 3. Use 'getMe: true' to get current user information 4. AVOID broad queries (no parameters) - use only as last resort

REQUIRED PARAMETER PRIORITY (use in this order): 1. getMe

  • STANDALONE

2. userIds 3. name

  • STANDALONE (USERS ONLY, NOT for teams)

4. teamIds + teamsOnly 5. No parameters

  • LAST RESORT

CRITICAL USAGE RULES: • userIds + teamIds requires explicit includeTeams: true flag • includeTeams: true fetches both users and teams, do not use this to fetch a specific user's teams rather fetch that user by id and you will get their team memberships. • name parameter is for USER search ONLY - it cannot be used to search for teams. Use teamIds to fetch specific teams.

Parameters (0 required, 7 optional)
Optional
getMeboolean

[TOP PRIORITY] Use ALWAYS when requesting current user information. Examples of when it should be used: ["get my user" or "get my teams"]. This parameter CONFLICTS with all others.

includeTeamMembersboolean

Set to true only when you need additional member details for teams other than names and ids.

includeTeamsboolean

[AVOID] This fetches all teams in the account. To fetch a specific user's teams just fetch that user by id and you will get their team memberships.

namestring

Name-based USER search ONLY. STANDALONE parameter - cannot be combined with others. PREFERRED method for finding users when you know names. Performs fuzzy matching. CRITICAL: This parameter searches for USERS ONLY, NOT teams. To search for teams, use teamIds parameter instead.

teamIdsarray

Specific team IDs to fetch.[IMPORTANT] ALWAYS use when you have team IDs in context, NEVER fetch all teams if specific IDs are available. RETURNS: Team details with owners and optional member data.

teamsOnlyboolean

Fetch only teams, no users returned. Combine with includeTeamMembers for member details.

userIdsarray

Specific user IDs to fetch.[IMPORTANT] ALWAYS use when you have user IDs in context. PREFER over general search. RETURNS: user profiles including team memberships

List Workspaces

list_workspaces
Full Description

List all workspaces available to the user, ordered by membership (user's workspaces first). Returns workspaces with their ID, name, and description. [IMPORTANT] To search for workspaces by name, use the "search" tool with searchType WORKSPACES instead — it provides faster and more accurate results.

Parameters (0 required, 3 optional)
Optional
limitnumber

Number of workspaces to return. Default is (100), lower for a smaller response size

Default: 100
pagenumber

Page number to return. Default is 1.

Default: 1
searchTermstring

Optional search term used to filter workspaces. [IMPORTANT] Only alphanumeric characters are supported.

Manage monday Platform Agent

manage_agent
Full Description

Full lifecycle management for monday platform agents — create, read, update, delete, change state, and run.

monday platform agents are user-built work orchestrators on monday.com — each has a profile (name, role, avatar), a goal, and a markdown execution plan. Agents in state ACTIVE can be triggered automatically. They are NOT local LangChain or MCP agents.

ACTIONS (only pass fields that apply to the chosen action):

  • create: { action:"create", prompt, agent_model? } — AI-generated agent. Platform creates profile, goal, and plan from the prompt.
  • create_blank: { action:"create_blank", name?, role?, role_description?, avatar_url?, gender?, background_color?, user_prompt? } — manually defined agent.
  • get one: { action:"get", agent_id }
  • list owned: { action:"get" }
  • update: { action:"update", agent_id, name?, role?, role_description?, plan?, agent_model? }
  • delete: { action:"delete", agent_id }
  • activate: { action:"activate", agent_id }
  • deactivate: { action:"deactivate", agent_id }
  • run: { action:"run", agent_id }

RULES:

  • "create_blank" with no fields creates a nameless blank agent — only do this intentionally.
  • "update" requires at least one of name/role/role_description/plan/agent_model.
  • "update", "delete", "activate", "deactivate", "run" all require "agent_id".
  • Created agents start INACTIVE. Follow with action:"activate" using the returned agent_id before they can be triggered.
  • ⚠️ DESTRUCTIVE — "delete" is permanent and irreversible. When the user refers to an agent by name, ALWAYS call action:"get" first to confirm the correct agent_id before deleting.
  • "run" is fire-and-forget. Returns trigger_uuid — no run-status query exists, treat successful enqueue as the only signal.
  • Agent state is one of ACTIVE, INACTIVE, ARCHIVED, or FAILED. DELETED only appears as the return value of action:"delete".

USAGE EXAMPLES:

  • AI create: { "action": "create", "prompt": "Run my daily standup every weekday at 9am." }
  • Manual create:{ "action": "create_blank", "name": "Standup Bot", "role": "Project Manager", "gender": "female" }
  • Fetch one: { "action": "get", "agent_id": "42" }
  • List mine: { "action": "get" }
  • Rename: { "action": "update", "agent_id": "7", "name": "New Name" }
  • Activate: { "action": "activate", "agent_id": "7" }
  • Deactivate: { "action": "deactivate", "agent_id": "7" }
  • Run: { "action": "run", "agent_id": "7" }
  • Delete: { "action": "delete", "agent_id": "7" }

RELATED TOOLS:

  • agent_catalog — browse available trigger types and skills before wiring them to an agent
  • manage_agent_triggers — manage which triggers fire this agent automatically
  • manage_agent_skills — manage which skills this agent can perform
  • manage_agent_knowledge — manage which boards/docs this agent has access to
Parameters (1 required, 11 optional)
Required
actionstring

"create" — create a new agent via AI (pass prompt). "create_blank" — create a new agent manually (pass name/role/etc). "get" — fetch one agent by agent_id or list owned agents. "update" — modify mutable fields on an existing agent. "delete" — permanently delete an agent (irreversible). "activate" — transition agent to ACTIVE. "deactivate" — transition agent to INACTIVE. "run" — manually enqueue an agent run (fire-and-forget).

Options:createcreate_blankgetupdatedeleteactivatedeactivaterun
Optional
agent_idstring

Used with action:"get" to fetch a specific agent. Required for action:"update", "delete", "activate", "deactivate", "run". Omit for action:"create", "create_blank", or action:"get" (to list owned agents).

agent_modelstring

Used with action:"create" or action:"update". Omit unless the user explicitly names a valid monday-supported model.

Options:CLAUDE_FABLE_5CLAUDE_OPUS_4_7CLAUDE_SONNET_4_6GEMINI_2_5_FLASHGPT_5_2
avatar_urlstring

Used with action:"create_blank". HTTPS URL of the avatar. Prefer dapulse-res.cloudinary.com or cdn.monday.com.

background_colorstring

Used with action:"create_blank". Lowercase hex, e.g. "#9450fd".

genderstring

Used with action:"create_blank". Hint for generated avatar/name when profile fields are omitted.

Options:malefemale
namestring

Used with action:"create_blank" or action:"update". Display name of the agent.

planstring

Used with action:"update". New step-by-step execution plan in markdown.

promptstring

Required for action:"create". Plain-language description of what the agent should do. Platform generates profile, goal, and plan via AI.

rolestring

Used with action:"create_blank" or action:"update". Short role title (e.g. "Customer Success Bot").

role_descriptionstring

Used with action:"create_blank" or action:"update". Detailed description of the agent role.

user_promptstring

Used with action:"create_blank". Stored as metadata. Not used for AI generation.

Manage monday Platform Agent Knowledge

manage_agent_knowledge
Full Description

List, grant, update, or revoke a monday platform agent's access to boards and docs.

An agent's "knowledge" is the set of monday.com boards and docs it can read from or write to during a run.

  • list: Returns all resources the agent currently has access to, including permission level and resource type.
  • add: Grants the agent access to a board or doc with the specified permission level.
  • update: Changes the permission level on a resource the agent already has access to. Call action:"list" first to confirm the resource_id exists.
  • remove: Revokes the agent's access to a board or doc entirely. Call action:"list" first to confirm the resource_id exists.

Permission types:

  • READ: Agent can read data from the resource.
  • READ_WRITE: Agent can read and write data to the resource.

USAGE EXAMPLES:

  • List: { "action": "list", "agent_id": "7" }
  • Add board access: { "action": "add", "agent_id": "7", "resource_id": "42", "scope_type": "BOARD", "permission_type": "READ" }
  • Update to read-write: { "action": "update", "agent_id": "7", "resource_id": "42", "scope_type": "BOARD", "permission_type": "READ_WRITE" }
  • Remove access: { "action": "remove", "agent_id": "7", "resource_id": "42", "scope_type": "BOARD" }

RELATED TOOLS:

  • manage_agent — manage the agent entity itself (create, activate, deactivate, etc.)
  • manage_agent_triggers — manage which triggers fire this agent automatically
  • manage_agent_skills — manage which skills this agent can perform
Parameters (2 required, 3 optional)
Required
actionstring

"list" — returns all resources the agent currently has access to. "add" — grants access to a board or doc. "update" — changes the permission level on an existing resource. "remove" — revokes the agent's access to a board or doc.

Options:listaddupdateremove
agent_idstring

Unique identifier of the agent.

Optional
permission_typestring

Required for action:add and action:update. The permission level: "READ" (agent can read the resource) or "READ_WRITE" (agent can read and write the resource).

Options:READREAD_WRITE
resource_idstring

Required for action:add, action:update, action:remove. The ID of the board or doc to grant/update/revoke access to.

scope_typestring

Required for action:add, action:update, action:remove. The type of resource: "BOARD" or "DOC".

Options:BOARDDOC

Manage monday Platform Agent Skills

manage_agent_skills
Full Description

Manage the full skill lifecycle for monday platform agents — create new skills in the catalog, attach skills to an agent, or detach them.

Skills extend what an agent can do (e.g. sending emails, querying databases, posting to Slack).

ACTIONS:

  • create: { name, content, description? } — creates a new custom skill in the account-wide catalog.

The skill becomes available to all agents in the account.

  • add: { agent_id, skill_id } — attaches a skill to this agent.
  • remove: { agent_id, skill_id } — detaches a skill from this agent.

WORKFLOW — attach an existing skill: 1. Call agent_catalog action:"list_skills" — find the skill_id of the skill to attach. 2. Call this tool action:"add" with agent_id and that skill_id.

WORKFLOW — create a new skill and attach it: 1. Call this tool action:"create" with name and content — note the returned id. 2. Call this tool action:"add" with agent_id and that id directly (no catalog lookup needed).

NOTE: There is no action to list which skills are currently attached to a specific agent — the platform does not yet expose that query. To browse all skills available in the account catalog, use agent_catalog action:"list_skills".

USAGE EXAMPLES:

  • Create a skill: { "action": "create", "name": "Send Slack Message", "content": "

Instructions\nPost a message to a Slack channel.", "description": "Sends a message to Slack" }

  • Add a skill: { "action": "add", "agent_id": "7", "skill_id": "skill-abc-123" }
  • Remove a skill: { "action": "remove", "agent_id": "7", "skill_id": "skill-abc-123" }

RELATED TOOLS:

  • agent_catalog action:"list_skills" — browse existing skills to find a skill_id before calling action:"add"
  • manage_agent_triggers — manage which triggers fire this agent automatically
  • manage_agent — manage the agent entity itself (create, activate, deactivate, etc.)
Parameters (1 required, 5 optional)
Required
actionstring

"create" — author a new custom skill in the account-wide catalog (no agent_id needed). "add" — attach an existing skill to this agent by skill_id. "remove" — detach a skill from this agent.

Options:createaddremove
Optional
agent_idstring

Required for action:"add" and action:"remove". Not used for action:"create" (account-level operation).

contentstring

Required for action:"create". Markdown instructions defining what the skill does and how to execute it. Be specific and thorough — this is the skill's runtime behavior.

descriptionstring

Used with action:"create". Short description shown in the catalog.

namestring

Required for action:"create". Display name of the new skill.

skill_idstring

Required for action:"add" and action:"remove". The skill id from agent_catalog action:"list_skills", or the id returned by action:"create" in this tool. Never guess or invent a skill id.

Manage monday Platform Agent Triggers

manage_agent_triggers
Full Description

Manage the triggers attached to a monday platform agent — triggers define WHEN the agent runs automatically.

ACTIONS:

  • list: { agent_id } — returns active triggers with node_id, block_reference_id, name, field_summary.
  • add: { agent_id, block_reference_id, field_values? } — attaches a trigger type to the agent.
  • remove: { agent_id, node_id } — detaches a trigger instance by node_id (NOT block_reference_id).

WORKFLOW — add a trigger: 1. Call agent_catalog action:"list_triggers" — note block_reference_id, field_schemas, and required_fields. 2. Collect required field values from the user (e.g. board_id, column_id). 3. Call this tool action:"add" with block_reference_id and field_values. Note: add returns only { success } — no node_id for the new instance. Call action:"list" afterward if you need the node_id.

WORKFLOW — remove a trigger: 1. Call action:"list" to see active triggers and note the node_id of the instance to remove. 2. Call action:"remove" with that node_id.

NOTE: Only triggers that can be added programmatically appear in the catalog. OAuth/3rd-party triggers (Slack, Gmail, Salesforce, etc.) require user setup in the monday.com UI — they will not appear in agent_catalog and cannot be managed here.

USAGE EXAMPLES:

  • List triggers: { "action": "list", "agent_id": "7" }
  • Add trigger: { "action": "add", "agent_id": "7", "block_reference_id": "status-change-ref", "field_values": { "board_id": "42" } }
  • Remove trigger: { "action": "remove", "agent_id": "7", "node_id": "node-abc" }

RELATED TOOLS:

  • agent_catalog action:"list_triggers" — discover available trigger types and their required field_values before calling action:"add" here
  • manage_agent_skills — manage which skills this agent can perform
  • manage_agent — manage the agent entity itself (create, activate, deactivate, etc.)
Parameters (2 required, 3 optional)
Required
actionstring

"list" — returns all triggers currently attached to this agent (includes node_id needed for remove). "add" — attaches a new trigger by block_reference_id. "remove" — detaches a trigger instance by node_id.

Options:listaddremove
agent_idstring

Unique identifier of the agent.

Optional
block_reference_idstring

Required for action:"add". The block_reference_id from agent_catalog action:"list_triggers" identifying the trigger type to attach. Never guess this value — look it up in the catalog first.

field_valuesobject

Used with action:"add" when the trigger type has required_fields. Key/value object whose shape is described by field_schemas in the agent_catalog response. Scalar fields use string/number/boolean values. Selection fields use { "value": "<id>", "label": "<name>" }.

node_idstring

Required for action:"remove". The node_id of the trigger instance — get it from action:"list". Each instance has a unique node_id even if the same trigger type is attached multiple times. Do NOT pass block_reference_id here.

Manage Automations

manage_automations
Full Description

Activate, deactivate, or delete an existing monday.com automation.

Requires an automation id. When the user refers to an automation by name, always call list_automations first to resolve the id — never guess or infer ids.

Actions:

  • activate: enables a paused automation so it starts responding to its trigger.
  • deactivate: pauses an automation while preserving its definition.
  • delete: permanently removes an automation — irreversible.

When intent is ambiguous ("stop", "turn off", "pause"), prefer deactivate over delete.

Parameters (2 required)
Required
actionstring

The operation to perform. activate: enables a paused automation so it responds to its trigger. deactivate: pauses an automation without deleting it. delete: permanently removes an automation (irreversible).

Options:activatedeactivatedelete
workflowIdstring

The automation ID to operate on. Obtain from list_automations.

Manage Workflows

manage_workflows
Full Description

Activate, deactivate, or delete an existing monday.com automation/workflow.

Requires a workflow id. When the user refers to an automation by name, always call list_automations first to resolve the id — never guess or infer ids.

Actions:

  • activate: enables a paused workflow so it starts responding to its trigger.
  • deactivate: pauses a workflow while preserving its definition.
  • delete: permanently removes a workflow — irreversible.

When intent is ambiguous ("stop", "turn off", "pause"), prefer deactivate over delete.

Terminology: "workflows" and "automations" are the same thing.

Parameters (2 required)
Required
actionstring

The operation to perform. activate: enables a paused workflow so it responds to its trigger. deactivate: pauses a workflow without deleting it. delete: permanently removes a workflow (irreversible).

Options:activatedeactivatedelete
workflowIdstring

The workflow ID to operate on. Obtain from list_automations.

Move Object

move_object
Full Description

Move a folder, board, or overview in monday.com. Use position for relative placement based on another object, parentFolderId for folder changes, workspaceId for workspace moves, and accountProductId for account product changes.

Parameters (2 required, 6 optional)
Required
idstring

The ID of the object to move

objectTypestring

The type of object to move

Options:BoardFolderOverview
Optional
accountProductIdstring

The ID of the account product containing the object. Required if moving to a different account product.

parentFolderIdstring

The ID of the new parent folder. Required if moving to a different folder.

position_is_afterboolean

Whether to position the object after the object

position_object_idstring

The ID of the object to position the object relative to. If this parameter is provided, position_object_type must be also provided.

position_object_typestring

The type of object to position the object relative to. If this parameter is provided, position_object_id must be also provided.

Options:BoardFolderOverview
workspaceIdstring

The ID of the workspace containing the object. Required if moving to a different workspace.

Publish Workflow

publish_workflow
Full Description

Promotes a workflow draft to live and optionally activates it.

Use this tool when the user asks to publish, go live, or activate a workflow. The workflow is validated before publishing; if it has unresolved validation issues, the tool returns those issues instead of publishing, so they can be reported back to the user and fixed first.

On success, the tool returns a JSON object with the workflowObjectId and the resulting workflowLiveId.

Parameters (2 required, 1 optional)
Required
workflowDraftIdnumber

The identifier of a draft that belongs to the workflow object referenced by workflowObjectId.

workflowObjectIdnumber

The identifier of a workflow object, found in the workflow URL. A workflow object is the entity that is retained across published versions; users can create draft versions related to this workflow object.

Optional
shouldActivateboolean

Activate the workflow immediately after publishing (defaults to true)

Read Documents

read_docs
Full Description

Get information about monday.com documents. Supports two modes:

MODE: "content" (default) — Fetch documents with their full markdown content.

  • Requires: type ("ids" | "object_ids" | "workspace_ids") and ids array
  • Supports pagination via page/limit. Check has_more_pages in response.
  • If type "ids" returns no results, automatically retries with object_ids.
  • Set include_blocks: true to include block IDs, types, and positions in the response — required before calling update_doc.
  • Blocks default to 25 per page. Use blocks_limit and blocks_page to paginate through long documents.
  • Set include_comments: true to fetch all comments and replies on the document. Each comment is enriched with anchor info (block_id, selection_from, selection_length) indicating which block and text range it's attached to. Use comments_limit to control how many comments per item (default 50).

MODE: "version_history" — Fetch the edit history of a single document.

  • Requires: ids with the document's object_id (use the object_id field from content mode results, NOT the id field).
  • The object_id is the numeric ID visible in the document URL.
  • Returns restoring points sorted newest-first. Use version_history_limit to cap results (e.g., "last 3 changes" → version_history_limit: 3).
  • Use since/until to filter by time range. If omitted, returns full history.
  • Set include_diff: true to see what content changed between versions (fetches up to 10 diffs, may be slower).
  • Examples:
    • { mode: "version_history", ids: ["5001466606"], version_history_limit: 3 }
    • { mode: "version_history", ids: ["5001466606"], since: "2026-03-11T00:00:00Z", include_diff: true }
Parameters (0 required, 15 optional)
Optional
blocks_limitnumber

Maximum number of blocks to return per document (default: 25). Only used in content mode when include_blocks is true.

blocks_pagenumber

Page number for block pagination, starting at 1. Omit to use the API default. Use with blocks_limit to page through documents with more than 25 blocks. Only used in content mode when include_blocks is true.

comments_limitnumber

Maximum number of comments (updates) to fetch per item when include_comments is true. Defaults to 50. Only used in content mode.

Default: 50
idsarray

Array of ID values. In content mode: matches the query type (ids/object_ids/workspace_ids). In version_history mode: provide the single document object_id here (e.g., ids: ["5001466606"]).

include_blocksboolean

If true, includes the blocks array (block IDs, types, positions, content) in the response. Required when you plan to call update_doc. Defaults to false to reduce response size. Only used in content mode.

Default: False
include_commentsboolean

If true, fetches all comments and replies on the document. Comments are stored at the item level within the doc backing board. Defaults to false. Only used in content mode.

Default: False
include_diffboolean

If true, fetches content diffs between consecutive restoring points. May be slower due to additional API calls. Only used in version_history mode.

Default: False
limitnumber

Number of docs per page (default: 25). Only used in content mode.

modestring

The operation mode. "content" (default) fetches documents with their markdown content. "version_history" fetches the edit history of a single document.

Options:contentversion_history
Default: content
order_bystring

Order in which to retrieve docs. Only used in content mode.

Options:created_atused_at
pagenumber

Page number to return (starts at 1). Only used in content mode.

sincestring

ISO 8601 date string to filter version history from (e.g., "2026-03-15T00:00:00Z"). If omitted, returns the full history. Only used in version_history mode.

typestring

Query type for content mode: "ids", "object_ids", or "workspace_ids". Required when mode is "content".

Options:idsobject_idsworkspace_ids
untilstring

ISO 8601 date string to filter version history until (e.g., "2026-03-16T23:59:59Z"). Defaults to now. Only used in version_history mode.

version_history_limitnumber

Maximum number of restoring points to return. Use this when the user asks for "last N changes". Only used in version_history mode.

Run Action

run_action
Full Description

Execute a saved action by ID. Optionally pass variables (injected as environment variables, access via os.environ).

Example: id: "abc-123", vars: {"board_id": 12345, "limit": 5}

Parameters (1 required, 1 optional)
Required
idstring

Action ID

Optional
varsobject

Variables injected as environment variables into the sandbox (access via os.environ / process.env)

Search

search
Full Description

Search within monday.com platform. Supported searchType values: BOARD, DOCUMENTS, FOLDERS, WORKSPACES, UPDATES, ITEMS, TIMELINE_ITEMS, DASHBOARDS. searchTerm is the phrase the search matches against — the text/keywords to look for (e.g. a board name, item title, or a word from an update). It is required and must be non-empty. This tool has no "list everything" mode: to browse or list without a search phrase, use workspace_info (boards/docs/folders in a workspace) or get_board_items_page (items in a board) instead of calling search with an empty searchTerm. For searching/listing specific users and teams, use list_users_and_teams tool. For account-level info (plan, member count, products), use get_user_context tool. For browsing all boards, docs, or folders within a workspace without a search term, use workspace_info tool. For groups, use get_board_info tool. For listing items within a specific board, use get_board_items_page tool. ITEMS search here queries items across the account. BOARD search returns id, title, url, and workspaceId. Optionally scope it with boardIds. DOCUMENTS search returns id, title, and workspaceId. ITEMS search returns id, title, url, boardId, and workspaceId. Optionally scope it with workspaceIds, boardIds, and/or creatorIds. WORKSPACES search returns id, title, and description. UPDATES search returns id, title (the update body), itemId, boardId, and creatorId. Optionally scope it with boardIds and/or creatorIds. TIMELINE_ITEMS search returns id, title, summary, content, itemId, and boardId. Optionally scope it with boardIds. DASHBOARDS search (also called "overviews") returns id, title, and workspaceId. Optionally scope it with workspaceIds and/or creatorIds. FOLDERS search returns id and title. Optionally scope it with workspaceIds, which searches all accessible workspaces when omitted. Pass workspaceIds to narrow the search if results may be truncated.

Parameters (1 required, 6 optional)
Required
searchTypestring

The type of search to perform. Valid values: BOARD, DOCUMENTS, FOLDERS, WORKSPACES, UPDATES, ITEMS, TIMELINE_ITEMS, DASHBOARDS.

Options:BOARDDOCUMENTSFOLDERSWORKSPACESUPDATESITEMSTIMELINE_ITEMSDASHBOARDS
Optional
boardIdsarray

Array of board IDs (numbers) to scope the search to. Applies to BOARD, ITEMS, UPDATES, and TIMELINE_ITEMS search. Only pass it if the user explicitly asked to search within specific boards. Example: [12345, 67890].

creatorIdsarray

Array of user IDs (numbers) to filter by creator. Applies to ITEMS (filters by item creator), UPDATES (filters by update author), and DASHBOARDS (filters by dashboard creator). Only pass it if the user explicitly asked to filter by specific creators. Example: [12345, 67890].

limitnumber

The number of items to get. Maximum is 20.

Default: 20
pagenumber

The page number to get. The default value is 1.

Default: 1
searchTermstring

The search phrase — the text the search matches results against (e.g. a board name, item title, or keywords). Required and must be non-empty. This is NOT a filter or an id — pass the words to look for.

workspaceIdsarray

Array of workspace IDs (numbers) to search in. Optional for FOLDERS search (searches all accessible workspaces when omitted). For ITEMS, BOARD, DOCUMENTS, and DASHBOARDS search, only pass this if the user explicitly asked to search within specific workspaces. Example: [12345, 67890].

Search Meetings Content

search_meetings_content
Full Description

Search inside meeting content (topics, summary, action items) and return matching passages with their source area. Keyword-ranked (not semantic). When query is omitted, returns content filtered by date/access. Use to find where something was said or decided ("which meeting mentioned the budget freeze", "find the auth migration discussion"). Pass returned ids to get_meetings_content for full context.

Parameters (0 required, 6 optional)
Optional
accessstring

Filter by access level. OWN: meetings the user participated in or invited the bot to. SHARED_WITH_ME: shared with the user or their team. SHARED_WITH_ACCOUNT: shared with the entire account. ALL: all accessible meetings. Default: OWN.

Options:OWNSHARED_WITH_MESHARED_WITH_ACCOUNTALL
Default: OWN
limitinteger

Maximum number of meetings to return (1-15). Content search is heavier, so keep this small.

Default: 10
querystring

The phrase or subject to find inside meeting content. Omit or leave empty to browse content by date/access. Pass the core subject or entity, roughly 1-4 words (e.g. "pricing roadmap" or "acme renewal"), not the full question. Drop instruction words, filler, and synonyms, which dilute the ranking.

search_inarray

Which areas of meeting content to search. TOPIC: discussed topics/talking points. SUMMARY: the AI summary. ACTION_ITEM: action items. Defaults to [TOPIC, SUMMARY].

Default: ['TOPIC', 'SUMMARY']
start_time_fromstring

Only include meetings that started at or after this UTC ISO 8601 timestamp (e.g. 2026-07-28T00:00:00Z).

start_time_tostring

Only include meetings that started at or before this UTC ISO 8601 timestamp (e.g. 2026-07-28T23:59:59Z).

show-assign

show-assign
Full Description

[UI COMPONENT] Renders an interactive smart assignment interface visualization that the user can see and interact with. IMPORTANT: This is a UI DISPLAY tool - use it to RENDER visual components for the user to see and interact with. Do NOT use data-fetching tools when the user explicitly asks to "show", "display", "visualize", or "see" something visually. Helps assign tasks to the right people. Assignment suggestions are based on task details (like name) and person details (such as title, availability, etc).Use for requests to see or use an interactive assignment interface. Always show as much as data possible, while showing the person details like title etc. If you do not have the data available - use the list_users_and_teams tool.

Parameters (2 required)
Required
assignmentsarray

Array of item assignments

titlestring

Board title

show-battery

show-battery
Full Description

[UI COMPONENT] Renders an interactive battery/progress indicator visualization that the user can see and interact with. IMPORTANT: This is a UI DISPLAY tool - use it to RENDER visual components for the user to see and interact with. Do NOT use data-fetching tools when the user explicitly asks to "show", "display", "visualize", or "see" something visually. Use when user asks for: battery view, progress indicator, status distribution bar, completion percentage visualization, or Monday.com style status breakdown.

Parameters (1 required)
Required
dataarray

Array of segments. Each segment must have 'name' (label), 'y' (value), and 'color' properties.

show-chart

show-chart
Full Description

[UI COMPONENT] Renders an interactive chart/graph visualization that the user can see and interact with. IMPORTANT: This is a UI DISPLAY tool - use it to RENDER visual components for the user to see and interact with. Do NOT use data-fetching tools when the user explicitly asks to "show", "display", "visualize", or "see" something visually. Use when user asks for: pie chart, bar chart, line graph, data visualization, or any graphical representation of numbers/statistics.

Parameters (2 required, 1 optional)
Required
dataarray

Array of data points. Each point must have 'name' (label) and 'y' (value) properties, with optional 'color' property.

typestring

Chart type to render: "pie" (circular chart with segments) or "bar" (horizontal bars).

Options:piebar
Optional
titlestring

Optional title text to display above the chart. Leave empty or omit for no title.

show-table

show-table
Full Description

[UI COMPONENT] Renders an interactive table visualization that the user can see and interact with. IMPORTANT: This is a UI DISPLAY tool - use it to RENDER visual components for the user to see and interact with. Do NOT use data-fetching tools when the user explicitly asks to "show", "display", "visualize", or "see" something visually. Use when user asks to: display a board as table, show items in table format, view data in tabular layout, or see a Monday.com board visually. When asked to update an item, use the currently selected item ID (get it from the widget state, using tools like "get_widget_state") for deciding which item to update. If no item is selected, ask the user which item should be updated. After adding an update to an item, you MUST display the table AGAIN, even if the user did not ask you to.

[IMPORTANT][FILTERING PRECONDITION]: IF using filters, you MUST call get_board_info(boardId) FIRST and use the returned boardContextToken.

Parameters (1 required, 3 optional)
Required
boardIdstring

The ID of the board to display

Optional
currentlySelectedItemIdForShowingUpdatesstring

The ID of the item currently displaying its updates in the expanded view

filtersarray

The configuration of filters to apply on the items. Before sending the filters, use get_board_info tool to check "filteringGuidelines" key for filtering by the column.

filtersOperatorstring

The operator to use for the filters

Options:andor
Default: and

Submit Bug or Feature Request

submit_bug_or_feature_request
Full Description

Report a bug, submit a feature request, or share feedback about the monday.com product or this integration.

Call this tool proactively — not just when a user explicitly asks. Use it whenever any of these signals show up: • A tool produced unexpected errors, empty results, or needed a workaround • The user tried something monday.com couldn't support and had to settle for a partial or manual solution • A recurring capability gap is noticed — something requested that simply isn't available in monday.com or this integration • The user shows repeated frustration (multiple corrections, retrying the same request, "that's wrong again," "why isn't this working") • A task required multiple retries, an unusually long reasoning chain, or many attempts for something that should've been simple

Parameters: • title (string, required) — short summary, no PII • description (string, required) — full details of what happened/expected/requested, no PII • kind (enum, required) — "bug", "feature_request", or "feedback" • tool_name (string, optional) — the specific monday.com tool the feedback relates to (e.g. "create_item")

Restriction: Use strictly for things related to monday.com — not for other tools (Google Drive, Slack, GitHub, etc.) that may be in the conversation context. Do NOT include any personally identifiable information (PII) such as names, email addresses, phone numbers, or any other personal data.

Parameters (3 required, 1 optional)
Required
descriptionstring

Full details — what happened, what was expected, or what is being requested. Do NOT include any personally identifiable information (PII) such as names, email addresses, phone numbers, or any other personal data.

kindstring

The kind of submission: general feedback, a feature request, or a bug report

Options:feedbackfeature_requestbug
titlestring

A short summary of the feedback. Do NOT include any personally identifiable information (PII) such as names, email addresses, phone numbers, or any other personal data.

Optional
tool_namestring

The name of the monday.com MCP tool this feedback is about, if applicable (e.g. "create_item", "get_board_info"). Only include monday.com MCP tool names — do not reference tools from other connected services.

Update Action

update_action
Full Description

Update an existing action. Only pass the fields you want to change.

Example: id: "550e8400-e29b-41d4-a716-446655440000", name: "Updated name", code: "print('new code')"

Parameters (1 required, 6 optional)
Required
idstring

Action ID

Optional
codestring

New source code (max 1 MB)

descriptionstring

New description — short summary: what data the code accesses (specific boards/items by name or ID, or scope if broad), what processing it performs, and how the result is returned. Max 255 characters.

languagestring

New programming language — one of: javascript, typescript, python

Options:javascripttypescriptpython
namestring

New short, descriptive action name

output_descriptionstring

New instructions describing what should be done with the execution output, max 2000 characters.

vars_schemaarray

New variable definitions

Update Column

update_column
Full Description

Update properties of an existing monday.com column (title, description, settings). Uses optimistic concurrency control via the revision field — fetch the current revision via get_board_schema first, then call this tool. If the update fails because the revision is stale, re-fetch and try again.

Parameters (4 required, 3 optional)
Required
boardIdnumber

The id of the board containing the column

columnIdstring

The id of the column to update

columnTypestring

The type of the column being updated. Must match the existing column type.

Options:auto_numberboard_relationbuttoncheckboxcolor_pickercountrycreation_logdatedependencydirect_docdocdropdownemailfileformulagrouphourintegrationitem_assigneesitem_idlast_updatedlinklocationlong_textmirrornamenumberspeoplephoneprogressratingstatussubtaskstagsteamtexttime_trackingtimelineunsupportedvoteweekworld_clock
revisionstring

The current revision of the column, obtained from get_board_schema. Used for optimistic concurrency control: if the column changed since you read it, the request will fail and you should re-fetch the latest revision before retrying.

Optional
columnDescriptionstring

The new description of the column. If omitted, the description is unchanged.

columnSettingsstring

Type-specific configuration as a JSON string. Use get_column_type_info with fetchMode "schema" for the JSON schema for the given column type. If omitted, settings are unchanged.

columnTitlestring

The new title of the column. If omitted, the title is unchanged.

Update Document

update_doc
Full Description

Update an existing monday.com document. Provide doc_id (preferred) or object_id, plus an ordered operations array (executed sequentially, stops on first failure).

OPERATIONS:

  • set_name: Rename the document.
  • add_markdown_content: Append markdown as blocks (or insert after a block). Best for text, headings, lists, simple tables — no block IDs needed.
  • update_block: Update content of an existing text, code, or list_item block in-place.
  • create_block: Create a new block at a precise position. Use parent_block_id to nest inside notice_box, table cell, or layout cell.
  • delete_blocks: Permanently delete 1–100 blocks in one call. Provide all block IDs in the block_ids array. The ONLY option for BOARD, WIDGET, DOC embed, and GIPHY blocks.
  • replace_block: Delete a block and create a new one in its place (use when update_block is not supported).
  • add_comment: Create a new comment or reply on the document (doc-level, block-level, or text-selection).

WHEN TO USE EACH OPERATION:

  • text / code / list_item → update_block. Use replace_block to change subtype (e.g. NORMAL_TEXT→LARGE_TITLE)
  • divider / table / image / video / notice_box / layout → replace_block (properties immutable after creation)
  • BOARD / WIDGET / DOC / GIPHY → delete_blocks only

GETTING BLOCK IDs: Call read_docs with include_blocks: true — returns id, type, position, and content per block.

BLOCK CONTENT (delta_format): Array of insert ops. Last op MUST be {insert: {text: "\n"}}.

  • Plain: [{insert: {text: "Hello"}}, {insert: {text: "\n"}}]
  • Bold: [{insert: {text: "Hi"}, attributes: {bold: true}}, {insert: {text: "\n"}}]
  • Mention user/doc/board: [{insert: {text: "Hey "}}, {insert: {mention: {id: 12345, type: "USER"}}}, {insert: {text: "\n"}}] — type is USER, DOC, or BOARD. id is numeric (user IDs from list_users_and_teams)
  • Inline column value: [{insert: {column_value: {item_id: 111, column_id: "status"}}}, {insert: {text: "\n"}}]
  • Supported attributes: bold, italic, underline, strike, code, link, color, background (not applicable to mention/column_value ops)

IMAGE WITH ASSET: For asset-based images, use create_block with block_type "image" and asset_id (instead of public_url). add_markdown_content does NOT support asset images — for mixed content, alternate add_markdown_content (text) and create_block (image) operations in sequence.

BATCHING DELETES: delete_blocks accepts 1..100 IDs. Put ALL IDs in one operation's block_ids array. Never emit multiple delete_blocks operations in a row.

COMMENTS:

  • add_comment: Create a new comment or reply on the document. Three scopes:
    • Doc-level (no block_id): comment appears on the doc as a whole.
    • Block-level (block_id only): comment is anchored to a specific block. The block shows a comment indicator in the UI.
    • Text-selection (block_id + selection_from + selection_length): comment is anchored to a specific character range inside a text/code/list_item block. That text is highlighted with a comment marker.

Block-level and text-selection comments only work on blocks with text content (text, code, list_item, title, quote). They do NOT work on: divider, page_break, table, layout, notice_box, image, video, or giphy blocks. Get block IDs from read_docs with include_blocks: true. Format body with HTML, not markdown. Use mentions_list for @mentions.

Parameters (1 required, 2 optional)
Required
operationsarray

Ordered list of operations to perform. Executed sequentially. Stops at first failure. Operation types: - set_name: Rename the document. - add_markdown_content: Append markdown as blocks (simplest for text/lists/tables). - update_block: Change content of an existing text/code/list/divider block. - create_block: Create a new block at a specific position (supports text, list_item, code, divider, page_break, image, video, notice_box, table, layout). - delete_blocks: Permanently delete 1–100 blocks in one call. Provide all block IDs in the block_ids array. Works for all block types including BOARD, WIDGET, DOC embed, and GIPHY. - replace_block: Delete a block and create a new one in its place. Use for: changing image/video source, table restructure, notice_box theme change. - add_comment: Create a new comment or reply on the document. Use parent_update_id to reply to an existing comment. Format text with HTML. Uses the doc's backing board item. WHEN TO USE WHICH: - Adding new text sections → add_markdown_content - Adding asset-based images → create_block with block_type "image" and asset_id (add_markdown_content does NOT support asset images) - Mixed content with asset images → alternate add_markdown_content (for text) and create_block (for each image) in sequence - Editing existing text block → update_block - Changing an image URL → replace_block (image URL is immutable after creation) - Changing video URL → replace_block - Restructuring a table → replace_block - BOARD/WIDGET/DOC/GIPHY blocks → delete_blocks only (no public API to create these) NESTING CONTENT IN CONTAINERS: - notice_box: Fully supported. Create the notice_box first, then in a separate call create child blocks with parent_block_id set to the notice_box ID. You cannot reference a block ID created in the same call. - table: Cell-level API nesting is NOT supported. To create a table with content, use add_markdown_content with a markdown table (e.g. "| H1 | H2 |\n| --- | --- |\n| A | B |"). This creates a pre-populated table in one shot. Empty tables created via create_block cannot have their cells populated through the API. - layout: Cell-level API nesting is NOT supported and there is no markdown equivalent. Layouts can only be created empty via create_block. No workaround exists to populate layout columns through the API. Deleting a container does NOT delete its children — delete children first for clean removal. BATCHING: delete_blocks accepts 1..100 IDs. Put ALL IDs in one operation's block_ids array. Never emit multiple delete_blocks operations in a row. Block IDs are available in the blocks array returned by read_docs.

Optional
doc_idstring

The document ID (the id field from read_docs). Takes priority over object_id if both are provided.

object_idstring

The document object ID (the object_id field from read_docs, visible in the document URL). Resolved to doc_id.

Update Folder

update_folder
Full Description

Update an existing folder in monday.com

Parameters (1 required, 10 optional)
Required
folderIdstring

The ID of the folder to update

Optional
accountProductIdstring

The account product ID associated with the folder

colorstring

The new color of the folder

Options:AQUAMARINEBRIGHT_BLUEBRIGHT_GREENCHILI_BLUEDARK_ORANGEDARK_PURPLEDARK_REDDONE_GREENINDIGOLIPSTICKNULLPURPLESOFIA_PINKSTUCK_REDSUNSETWORKING_ORANGE
customIconstring

The new custom icon of the folder

Options:FOLDERMOREBELOWMOREBELOWFILLEDNULLWORK
fontWeightstring

The new font weight of the folder

Options:FONT_WEIGHT_BOLDFONT_WEIGHT_LIGHTFONT_WEIGHT_NORMALFONT_WEIGHT_VERY_LIGHTNULL
namestring

The new name of the folder

parentFolderIdstring

The ID of the new parent folder

position_is_afterboolean

Whether to position the folder after the object

position_object_idstring

The ID of the object to position the folder relative to. If this parameter is provided, position_object_type must be also provided.

position_object_typestring

The type of object to position the folder relative to. If this parameter is provided, position_object_id must be also provided.

Options:BoardFolderOverview
workspaceIdstring

The ID of the workspace containing the folder

Update Form

update_form
Full Description

Update a monday.com form. Use the action field to specify the operation.

Parameters (2 required, 5 optional)
Required
actionstring

Action to execute on the form. Each action requires different fields — check field descriptions to know what to include.

Options:activatedeactivateshortenFormUrlsetFormPasswordcreateTagdeleteTagupdateAppearanceupdateAccessibilityupdateFeaturesupdateQuestionOrderupdateFormHeader
formTokenstring

The unique identifier token for the form. Required for all form-specific operations.

Optional
formobject

Form data to update (patch semantics).

formPasswordstring

Required for setFormPassword action.

formStringifiedstring

**ONLY FOR MICROSOFT COPILOT**: The form data. Send this as a stringified JSON of "form" field. Read "form" field description for details how to use it.

tagobject

Tag to create/delete. Delete: id only. Create: name (id/columnId auto-generated).

tagStringifiedstring

**ONLY FOR MICROSOFT COPILOT**: The tag data. Send this as a stringified JSON of "tag" field. Read "tag" field description for details how to use it.

Update Multiple Items

update_items
Full Description

Update column values for up to 40 items in a single call. Each update targets one item by itemId and sets one or more column values on it. Each update is independent - it can target its own board via boardId and set its own column values, so a single call can update many items across multiple boards, apply the same value to many items, or apply different values per item. Each update returns its own item_id and item_url on success or a raw error message on failure. To link board-relation columns, call link_board_items_workflow before using this tool. [REQUIRED PRECONDITION]: Before using this tool, if you are not familiar with the board structure (column IDs, column types, status labels), first use get_board_info to understand the board metadata. This is essential for constructing valid column values.

Parameters (1 required, 1 optional)
Required
updatesarray

The item updates to apply, up to 40 per call. Each entry updates one item and returns its own result on success or a raw error message on failure. Each entry independently chooses its boardId, columnValues, and createLabelsIfMissing.

Optional
boardIdnumber

Optional default board id used for any update that does not set its own boardId. Each update can override it with its own boardId, so a single call can span multiple boards.

Update View

update_view
Full Description

Update an existing board view (tab) — change its name, filter rules, or sort order. Provide only the fields you want to change. Omitted fields are left unchanged.

Filter operators: any_of, not_any_of, is_empty, is_not_empty, greater_than, lower_than, between, contains_text, not_contains_text

Example filter for people column: { "rules": [{ "column_id": "people", "compare_value": ["person-12345"], "operator": "any_of" }] } Example filter for status column: { "rules": [{ "column_id": "status", "compare_value": [1], "operator": "any_of" }] }

Parameters (2 required, 5 optional)
Required
boardIdstring

The board ID the view belongs to

viewIdstring

The ID of the view to update

Optional
filterobject

Filter configuration to apply to the view

namestring

New name for the view (omit to leave unchanged)

settings

Type-specific view settings as a JSON object (e.g. column visibility, group_by for TABLE). The shape varies by view type — call get_view_schema_by_type with the same ViewKind to discover the supported structure. For TABLE views, prefer the dedicated update_view_table tool which exposes a strongly-typed settings field.

sortarray

Sort configuration for the view

typestring

The type of the board view being updated. Use TABLE for standard board views.

Options:APPDASHBOARDFORMTABLE
Default: TABLE

Update Table View

update_view_table
Full Description

Update an existing table-type board view — change its name, filters, sort, tags, or table-specific settings (column visibility/order and group-by). Provide only the fields you want to change. Omitted fields are left unchanged.

Filter operators: any_of, not_any_of, is_empty, is_not_empty, greater_than, lower_than, between, contains_text, not_contains_text

Example settings.columns: { "column_properties": [{ "column_id": "status", "visible": true }], "column_order": ["name", "status", "date"] } Example settings.group_by: { "conditions": [{ "columnId": "status" }], "hideEmptyGroups": true }

Parameters (2 required, 5 optional)
Required
boardIdstring

The board ID the view belongs to

viewIdstring

The ID of the table view to update

Optional
filterobject

Filter configuration to apply to the view

namestring

New name for the view (omit to leave unchanged)

settingsobject

Table-specific view settings (column visibility/order, group-by)

sortarray

Sort configuration for the view

tagsarray

Tags to apply to the view

Update Workspace

update_workspace
Full Description

Update an existing workspace in monday.com

Parameters (1 required, 4 optional)
Required
idstring

The ID of the workspace to update

Optional
attributeAccountProductIdnumber

The target account product's ID to move the workspace to

attributeDescriptionstring

The description of the workspace to update

attributeKindstring

The kind of the workspace to update (open / closed / template)

Options:closedopentemplate
attributeNamestring

The name of the workspace to update

Validate Workflow

validate_workflow
Full Description

Validates the current workflow's structure and step configuration. Reports issues such as a missing trigger or action block, a delay/wait-trigger block left as a leaf, an empty loop, unknown blocks, missing required inputs, type mismatches between a variable and the field it's bound to, cross-branch node-results references, or invalid variable values.

Use this tool when:

  • The user asks "is my workflow ready?", "what's missing?", "can I publish?", "validate my workflow", or similar.
  • After you finished structural changes, to confirm the user still has things to configure.
  • Before suggesting the user publish/activate the workflow.

The tool does NOT modify the workflow. It only inspects the current state. The response is always a JSON object with an "issues" array; an empty array means the workflow is fully configured. Each issue has a "code" discriminator with code-specific fields, and (when applicable) is enriched with stepVisibleId, stepTitle, and blockName for human-readable context.

Parameters (1 required, 1 optional)
Required
workflowObjectIdnumber

The identifier of a workflow object, found in the workflow URL. A workflow object is the entity that is retained across published versions; users can create draft versions related to this workflow object.

Optional
workflowDraftIdnumber

The identifier of a draft that belongs to the workflow object referenced by workflowObjectId. When omitted, it refers to the live version of the workflow.

Vibe Ask

vibe_ask
Full Description

Ask a read-only question about an existing Vibe app. Blocks for up to 45s (configurable via timeout_ms) awaiting the assistant reply. Status: COMPLETED with the reply, TIMEOUT if the workflow did not finish in time (call vibe_get later to retrieve it), or FAILED if the workflow errored or was cancelled. Optional model to pick the LLM for the answer.

Parameters (2 required, 2 optional)
Required
app_idinteger

Internal Vibe app id

promptstring

Question to ask about the app — read-only, no code changes

Optional
modelstring

LLM model for code generation. Omit for automatic selection. Requires model selection enabled for the account.

Options:GEMINI_3_5_FLASHCLAUDE_4_5_SONNETCLAUDE_OPUS_4_6GEMINI_3_7_FLASHCLAUDE_5_SONNETCLAUDE_OPUS_5
timeout_msinteger

Maximum time to block waiting for the assistant reply (default 45s)

Vibe Create

vibe_create
Full Description

Creates a new Vibe app from a natural-language prompt. Returns immediately with app_id and editor_link — the URL of the Vibe builder/chat page for the new app (https://{accountSlug}.monday.com/vibe/app/{appId}); the user can open it right away to watch generation in progress. Generation itself runs asynchronously — poll vibe_get for status. Optional: board_ids to connect existing boards (omit to auto-create), view_id to host a dashboard widget, and model to pick the LLM.

Parameters (1 required, 4 optional)
Required
promptstring

Natural-language description of the app to build

Optional
board_idsarray

Existing board IDs to connect (they must exist and you must have edit access). For multi-board variants (object, object_fullstack) these are connected as data sources; the number allowed depends on your account tier. For single-board variants (board_view, vibe_dashboard_widget, item views) provide one board id, used as the host board. Omit to have a new board created automatically.

modelstring

LLM model for code generation. Omit for automatic selection. Requires model selection enabled for the account.

Options:GEMINI_3_5_FLASHCLAUDE_4_5_SONNETCLAUDE_OPUS_4_6GEMINI_3_7_FLASHCLAUDE_5_SONNETCLAUDE_OPUS_5
variantstring

App variant.

Options:board_viewitem_viewvibe_item_viewobjectvibe_dashboard_widgetobject_fullstackmonday_campaigns
Default: object
view_idstring

Board view ID that hosts the widget — required for vibe_dashboard_widget (the widget is created on this board view), and must be accompanied by its board_id.

Vibe Delete

vibe_delete
Full Description

Delete a Vibe app and its associated assets. Destructive.

Parameters (1 required)
Required
app_idinteger

Internal Vibe app id

Vibe Get

vibe_get
Full Description

Fetch a Vibe app by id. App metadata is always returned, including editor_link — the URL of the Vibe builder/chat page for this app (https://{accountSlug}.monday.com/vibe/app/{appId}); usable as soon as the app row exists. Pass include to add expensive slices: status (refreshes status + adds is_busy, default true), messages (with optional from_date), code_versions.

Parameters (1 required, 1 optional)
Required
app_idinteger

Internal Vibe app id

Optional
includeobject

Conditional fetch — app metadata is always returned; flags add expensive slices

Default: {'status': True}

Vibe List

vibe_list
Full Description

List Vibe apps owned by the authenticated user. Supports pagination, search, status, and is_published filters.

Parameters (0 required, 5 optional)
Optional
is_publishedboolean

Filter by publish state

limitinteger

Maximum number of apps to return

Default: 20
pageinteger

Page number (1-indexed)

Default: 1
search_termstring

Filter by name (case-insensitive substring match)

statusstring

Filter by app status

Options:createdgeneratingprocessing_messagedeployingready

Vibe Publication

vibe_publication
Full Description

Manage the publication state of a Vibe app on the caller account. action=publish requires the app to be deployed and respects the published-apps license limit. action=unpublish removes the app from the account.

Parameters (2 required)
Required
actionstring

publish = make the app live on the caller account; unpublish = remove it from the account

Options:publishunpublish
app_idinteger

Internal Vibe app id

Vibe Update

vibe_update
Full Description

Sends a follow-up message to modify an existing app. Fire-and-forget — returns immediately with user_message_id and editor_link (the Vibe builder/chat URL for this app, https://{accountSlug}.monday.com/vibe/app/{appId}). Returns APP_BUSY (409) if the app is currently generating; poll vibe_get first. Optional model to pick the LLM for this build.

Parameters (2 required, 1 optional)
Required
app_idinteger

Internal Vibe app id

promptstring

Follow-up message describing what to change in the app

Optional
modelstring

LLM model for code generation. Omit for automatic selection. Requires model selection enabled for the account.

Options:GEMINI_3_5_FLASHCLAUDE_4_5_SONNETCLAUDE_OPUS_4_6GEMINI_3_7_FLASHCLAUDE_5_SONNETCLAUDE_OPUS_5

Get Workspace Information

workspace_info
Full Description

This tool returns the boards, docs and folders in a workspace and which folder they are in. It returns up to 100 of each object type, if you receive 100 assume there are additional objects of that type in the workspace.

Parameters (1 required)
Required
workspace_idnumber

The ID of the workspace to get information for