monday CRM

Name: monday CRM
Author: monday.com

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.

Skills (9)

Claude uses these on its own when your request matches.

activity-insightsAnalyze CRM activity data — rep performance, call and email volume, team activity breakdowns, and engagement stats. Use when someone says "how many calls did the team make", "show me rep activity", "who's the most active rep", "activity breakdown this week", "how is the team…
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 an automation", "automate this", "when a deal is won notify me", "remind me when a date passes", "move deals…
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 'morning briefing', 'daily brief', 'what's on my plate today', 'catch me up on my deals', 'what needs attention',…
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 report, or fix data in bulk (phone formats, missing emails, country codes, unowned deals, stale dates). Use when someone…
forecastBuild a forecast dashboard in monday — committed, best-case, and pipeline views by close month, rendered as real dashboard widgets. Use when someone says "build me a forecast", "show me Q2 pipeline", "Salesforce-style forecast", "forecast dashboard", "commit vs best-case",…
log-activityLog calls, meetings, notes, and other activities to CRM item timelines — structured records with attendees, outcomes, and follow-ups. Use when someone says "log my call with", "add a note to the deal", "what activities happened on", "record this meeting", "update my note on",…
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 attendees. Use when someone says "log my meetings to deals", "update CRM from calls", "what did I commit to in…
run-sequenceManage CRM sequences end-to-end — list, create, enroll contacts, activate/deactivate, duplicate, and track performance. Use when someone says "what sequences do I have", "create a welcome sequence", "enroll this contact in a sequence", "add these leads to my nurture sequence",…
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 CRM", "build me a CRM", "create CRM boards for me", "I need a new sales pipeline", "help me get started in monday", "I…

MCP server

Added to Claude Code when you install the plugin. You sign in to monday CRM the first time it is used.

mondayRemotehttps://mcp.monday.com/mcp

Install

Run in your terminal

claude plugin install monday-crm@claude-plugins-official

Claude Code already includes the claude-plugins-official marketplace, so this installs directly. Start a new Claude Code session to use it.

Already in a Claude Code session?

Install

/plugin install monday-crm@claude-plugins-official

Published in Anthropic's claude-plugins-official marketplace (anthropics/claude-plugins-official).

monday CRM

Skills (9)

MCP server

Install

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