monday.com Skill

Overview

Claude can manage your monday.com workspaces to create boards, manage items, track progress, and automate workflows. A flexible work operating system for team collaboration.

Quick Install

curl -sSL https://canifi.com/skills/monday/install.sh | bash

Or manually:

cp -r skills/monday ~/.canifi/skills/

Setup

Configure via canifi-env:

# First, ensure canifi-env is installed:
# curl -sSL https://canifi.com/install.sh | bash

canifi-env set MONDAY_EMAIL "your-email@example.com"

Privacy & Authentication

Your credentials, your choice. Canifi LifeOS respects your privacy.

Option 1: Manual Browser Login (Recommended)

If you prefer not to share credentials with Claude Code:

1. Complete the Browser Automation Setup using CDP mode
2. Login to the service manually in the Playwright-controlled Chrome window
3. Claude will use your authenticated session without ever seeing your password

Option 2: Environment Variables

If you're comfortable sharing credentials, you can store them locally:

canifi-env set SERVICE_EMAIL "your-email"
canifi-env set SERVICE_PASSWORD "your-password"

Note: Credentials stored in canifi-env are only accessible locally on your machine and are never transmitted.

Capabilities

• Create and manage boards
• Add and edit items
• Create groups for organization
• Set column values and statuses
• Automate with recipes
• Track time on items
• Add updates and comments
• Create dashboards
• Manage workspaces
• Use board templates
• Create integrations
• Generate reports

Usage Examples

Example 1: Create Item

User: "Add 'New feature development' to the Sprint board"
Claude: Opens board, creates item in appropriate group.
        Confirms: "Item added to Sprint board"

Example 2: Update Status

User: "Mark the design review as complete"
Claude: Finds item, updates status column to Complete.
        Confirms: "Design review marked complete"

Example 3: View Board

User: "What's the status of our project board?"
Claude: Opens board, summarizes items by status.
        Reports: "12 items: 3 Done, 5 Working on it, 4 Stuck"

Example 4: Create Board

User: "Create a board for tracking bugs"
Claude: Creates new board from Bug Tracking template.
        Returns: "Bug Tracking board created with default columns"

Authentication Flow

1. Claude navigates to monday.com via Playwright MCP
2. Enters MONDAY_EMAIL for authentication
3. Handles 2FA if required (notifies user via iMessage)
4. Maintains session for board operations

Selectors Reference

// Workspace sidebar
'.workspace-sidebar'

// Board list
'.boards-list'

// Board content
'.board-content'

// Item row
'.pulse-component'

// Add item button
'.add-pulse-button'

// Item name input
'.pulse-name-input'

// Status column
'.status-column'

// Person column
'.person-column'

// Date column
'.date-column'

// Group header
'.group-header'

Error Handling

• Login Failed: Retry 3 times, notify user via iMessage
• Session Expired: Re-authenticate automatically
• Board Not Found: List available boards, ask user
• Item Create Failed: Retry, verify permissions
• Automation Failed: Check recipe configuration
• Permission Denied: Notify user of access issue

Self-Improvement Instructions

When you learn a better way to accomplish a task with monday.com:

1. Document the improvement in your response
2. Suggest updating this skill file with the new approach
3. Include specific board configurations that work well
4. Note useful automation recipes

Notes

• Flexible column types for any data
• Automations for workflow efficiency
• Dashboards for high-level views
• Apps marketplace for extensions
• Workdocs for documentation
• Forms for data intake
• Timeline view for planning
• Mobile apps available