monday-crm Claude Code Plugin
Claude Code PluginClaude CodeProductivitySales, Marketing & Business OpsEnterprise Business PlatformsProject Management & CollaborationThe explanation below is AI-generated. Please verify it against the sources.
monday-crm is a Claude plugin that lets users run a monday CRM sales pipeline using plain-language requests. According to its README, it connects through the official monday MCP connector to read live board data and then writes the resulting insights back into monday.com as an update, dashboard, or document. It bundles five skills covering daily deal briefings, forecast dashboards, meeting-note-to-deal conversion, workspace and pipeline setup, and board health checks with bulk data cleanup. Access is granted through an OAuth connection to a remote monday MCP server, and each skill can run in Default, Silent, or Proactive confirmation modes. The README also states that the plugin never deletes records, never writes directly to amount columns, and never moves items across workspaces.
About the service
monday.com is a cloud-based work platform that organizes work in boards and dashboards, with monday CRM being its product line for managing sales pipelines and deals. The plugin connects to this platform through the monday MCP connector rather than a direct API integration.
What you can do with monday-crm
- Get a prioritized daily deal briefing written back into monday as an update
- Build a forecast dashboard covering commit, best-case, and pipeline views
- Turn meeting notes or call transcripts into deal updates and stage-change suggestions
- Set up a new CRM workspace with boards, columns, and stages from scratch
- Run a board health check and clean up duplicate or messy CRM data in bulk
- Choose between Default, Silent, or Proactive modes for how writes are confirmed