monday CRM

monday CRM — Claude plugin

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

Try asking…

• "Give me my CRM deal briefing for today"
• "Build a sales forecast from my pipeline"
• "Turn my meeting notes into a deal update"
• "Set up a CRM pipeline from scratch"
• "Run a health check on my CRM board"
• "Find and clean up duplicate deals in my CRM"
• "Create a 3-step follow-up sequence and enroll my new leads"
• "Log my call with Acme: they want pricing by Friday"
• "How many calls did each rep log last week?"
• "Why did we lose the Globex deal?"
• "When a deal moves to Won, notify the account owner"

Skills

Skill	What it does	Trigger phrases
daily-briefing	Prioritized briefing for today, in chat (posted to monday on request)	"morning briefing", "what should I focus on today", "what needs my attention"
forecast	Commit / best-case / pipeline → monday dashboard	"build me a forecast", "show me Q2 pipeline", "commit vs best-case"
meeting-to-deal	Notetaker meetings or pasted transcripts → deal recaps + stage signals	"log my meetings to deals", "sync notetaker", "update CRM from my recorded calls"
workspace-builder	CRM workspace from scratch → boards + columns + stages	"build me a CRM from scratch", "create CRM boards for me", "set up my pipeline"
data-cleanup	Board health check (report) + bulk data fixes → doc + writes	"run a board health check", "clean my CRM", "fix my data", "what's broken in my CRM"
run-sequence	Create, enroll, activate, and track email sequences	"create a sequence", "enroll this lead", "how is my sequence performing"
log-activity	Log one call, meeting or note to an item's timeline; read its activity history	"log my call with", "add a note to the deal", "what activities happened on this deal"
activity-insights	Team activity analytics: volume by rep and type, rep comparisons	"how many calls did my team make", "compare reps", "activity this week"
win-loss-review	Post-mortem on one closed deal: stage history, activity timeline, comparison with other closed deals	"why did we lose Acme", "win-loss review for this deal"
automate-crm	Create and manage board automations in plain language	"when a deal is won, notify", "automate my follow-ups", "list my automations"

How it works

┌─────────────────┐     OAuth      ┌─────────────────┐
│   Claude Code   │ ──────────────▶│  monday MCP     │
│  (10 skills)    │                │  mcp.monday.com │
└─────────────────┘                └────────┬────────┘
                                            │
                                   ┌────────▼────────┐
                                   │  monday.com     │
                                   │  boards, docs,  │
                                   │  dashboards     │
                                   └─────────────────┘

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

Install

From the community plugin directory (after acceptance)

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

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

From the monday marketplace (GitHub)

# Add the marketplace (one-time)
claude plugin marketplace add mondaycom/mcp

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

From a local directory (development)

# From a clone of mondaycom/mcp, add the repo root as a local marketplace
claude plugin marketplace add /path/to/mcp

# Install
claude plugin install monday-crm@monday-mcp

Getting started

The plugin installs disabled. Enable it with claude plugin enable monday-crm@monday-mcp (or from /plugin), then ask for what you need (e.g. "give me my CRM deal briefing"). On first use, Claude prompts for OAuth to connect the bundled monday MCP server via your browser — no API tokens to manage. Each skill verifies the connection (get_user_context) and, if you don't have a CRM board yet, routes you to workspace-builder to build one.

Don't have a monday account? The plugin works with monday CRM's free tier. Start at https://monday.com/crm, then come back and ask for a deal briefing or to build a CRM workspace.

claude.ai users: This plugin is designed for Claude Code (CLI and desktop app). If you're on claude.ai, you can install the plugin but skill invocation works via natural language only (no / commands). Some features that depend on local file access may be limited.

Modes

The pipeline skills (daily-briefing, forecast, meeting-to-deal, data-cleanup, workspace-builder) support three interaction modes:

Mode	Behavior
Default	Confirm before every write. Safe for first-time use.
Silent	Skip confirmations for the skill's primary output. Extended actions (stage edits, contact creation, nudges) are not run.
Proactive	Session-level approval for writes + extended actions (stage edits, contact creation, fix-tasks).

Set mode by saying e.g. "morning briefing in proactive mode". Default applies when unspecified.

Safety rails

The pipeline skills enforce the rails below. The other skills confirm before every write, as described in each skill.

• No deletes — never removes items, columns, or boards. (workspace-builder may remove the empty default group on a board it just created, after you confirm.)
• No amount-column writes — forecast integrity; amounts are flag-only.
• No cross-workspace moves — items stay in their workspace.
• Batched confirm — record-level writes are bundled into a single confirm plan (Default mode) or a session-level approval (Proactive mode).

License

MIT