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monday-crm Plugin

Author
monday.com
Category
Productivity
Topics
Sales, Marketing & Business Ops · Enterprise Business Platforms
First seen
2026-07-09
Last confirmed
2026-07-13
Explanation last updated
2026-07-12

The explanation below is AI-generated. Please verify it against the sources.

monday-crm is a Claude plugin that lets you run your monday CRM sales pipeline using plain language, according to the plugin's README. It bundles five skills — daily-briefing, forecast, meeting-to-deal, workspace-builder, and data-cleanup — that read live monday boards through the official monday MCP connector and write results back into monday as updates, dashboards, or docs. Each skill supports three interaction modes (Default, Silent, Proactive) that determine how much confirmation is required before writes occur. Safety rails prevent deletes, amount-column writes, and cross-workspace item moves. The plugin authenticates via OAuth on first use, requiring no API tokens, and works with monday CRM's free tier.

Overview

monday.com's homepage describes monday.com as an AI work platform where people and AI agents work together across use cases, including sales pipeline and deal management through monday CRM, a product for customer-facing teams. This plugin connects Claude Code to monday CRM via the official monday MCP connector (mcp.monday.com), letting plain-language requests read and write monday boards, dashboards, and docs.

What you can do with monday-crm

  • Get a prioritized daily deal briefing written back to monday as an update (daily-briefing skill)
  • Build a commit / best-case / pipeline forecast dashboard (forecast skill)
  • Turn meeting transcripts into deal updates and stage-change signals (meeting-to-deal skill)
  • Set up a CRM workspace from scratch, including boards, columns, and stages (workspace-builder skill)
  • Run a board health check and fix messy data in bulk (data-cleanup skill)
  • Choose Default, Silent, or Proactive mode to control how much confirmation is needed before writes

Sources

Original description (English)

Run your monday CRM in plain language. Build a pipeline from scratch, start the day with a ranked deal briefing, spin up a forecast dashboard, audit board health, clean up messy data in bulk, and turn meeting notes into deal updates. Every skill writes back into monday as a real update, doc, or dashboard. Built on the official monday MCP connector.

History of monday-crm

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