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 a user manage a monday CRM sales pipeline using natural-language requests. It connects to the official monday MCP connector so five bundled skills can read live board data and write results back as monday updates, docs, or dashboards. The skills cover building a CRM workspace from scratch, producing a ranked daily deal briefing, generating a forecast dashboard, converting meeting notes into deal updates, and auditing or cleaning up board data. Authentication happens through OAuth against monday's hosted MCP server rather than manual API tokens, and the plugin includes configurable confirmation modes and write-safety restrictions.
About the service
monday CRM is monday.com's customer-relationship-management product, part of its broader AI work platform for managing pipelines, boards, dashboards, and docs. The plugin operates against this SaaS through monday's official MCP server, using boards and dashboards that live in a user's monday workspace.
What you can do with monday-crm
- Ask for a prioritized daily deal briefing that gets posted as a monday update
- Generate a sales forecast (commit / best-case / pipeline) as a monday dashboard
- Convert meeting transcripts or notes into deal updates and stage changes
- Set up a new CRM workspace with boards, columns, and stages from scratch
- Run a board health check and apply bulk data cleanup, with results written to a doc
- Choose between confirm-before-write, reduced-confirmation, or session-approved write modes