monday-crm

How to start

1. Paste the command into Claude Code and press Enter.
2. Restart Claude Code so the plugin loads.
3. Just ask Claude. Its skills step in when your request fits.

What it adds

9 skills · 1 MCP server

Skills Claude loads these when the task fits

• activity-insights>
• automate-crmSet up, view, and manage automations on monday CRM boards using natural language — no block IDs or technical knowledge required. Use when someone says "set up…
• daily-briefingStart your day with a prioritized CRM briefing — works for any monday CRM setup: pipeline, contacts, accounts, leads, or no board at all. Use when someone says…
• data-cleanupCheck your CRM board's health and clean up messy data — run a scored health check (missing fields, stalled deals, abandoned columns, automation gaps) as a repo…
• forecastBuild a forecast dashboard in monday — committed, best-case, and pipeline views by close month, rendered as real dashboard widgets. Use when someone says "buil…
• log-activityLog calls, meetings, notes, and other activities to CRM item timelines — structured records with attendees, outcomes, and follow-ups. Use when someone says "lo…
• meeting-to-dealTurn meeting transcripts into deal updates — key points, commitments, and next steps posted to matching CRM deals automatically. Auto-creates contacts for new…
• run-sequenceManage CRM sequences end-to-end — list, create, enroll contacts, activate/deactivate, duplicate, and track performance. Use when someone says "what sequences d…
• workspace-builderBuild a CRM workspace from scratch — describe your business and get boards, columns, and pipeline stages created in monday. Use when someone says "set up my CR…

MCP servers Connections it sets up for you

• mondayRemote server at mcp.monday.com

Read from the plugin's own files in mondaycom/mcp, 26 Oct 2026.

What it needs

No keys or settings: its files ask for none. A remote server may still ask you to sign in the first time.