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The Monday.com toolkit connects a Monday.com account to agents and workflows using OAuth and lets you list workspaces and boards, read and search items, create and update items and subitems, change statuses, post updates, and archive items. The toolkit runs with the connected Monday.com account’s permissions.

Prerequisites

  • An active Monday.com account with access to the boards the agent or workflow should use.
  • An agent or workflow where you can configure a toolkit.
  • Your administrator must have configured a Monday.com OAuth integration (Client ID and Client Secret) before you can connect.
  • For best practice, use a dedicated service account subscribed only to the boards the agent should access. Shared connections can see every board that account can see.
Always use explicit board, item, and group IDs returned by list or get tools — never type display names into board_id, item_id, or group_id. Call Get Board Schema before any write that touches columns, so column IDs and status labels match the board exactly. There is no delete tool — Archive Item is the removal action and is recoverable in Monday.com.

Setup

1

Open an agent or workflow

Create or open an agent and add the Monday.com toolkit, or add a Monday.com node to a workflow.
2

Enable only the tools you need

Start with read-only tools: Get Me, Get Workspaces, Get Boards, Get Board Schema, and Get Items. Add write tools only after a read path is working.
3

Sign in with Monday.com

Send a request or select the Monday.com sign-in action when prompted. Sign in with the Monday.com account that can access the boards the agent should use, and install the app if Monday.com requests it.
4

Test with read actions first

Run Get Me to confirm the connection and Get Boards to list accessible boards. Use a disposable board for all write testing and confirm results in Monday.com after each write.

Available tools

Account

Workspaces and Boards

Read Items

Write Items

Use cases

  • List a board’s items, find overdue tasks by status, and post an update on each one summarizing next steps.
  • Create a new item on a project board when a form is submitted, mapping form fields to the correct board columns.
  • Search a board for a specific item by name, read its current status, and move it to a new group when a condition is met.
  • Get a board’s schema and generate a weekly summary of items grouped by status label.
  • Create subitems under a parent task after a workflow trigger, assigning each to a different team member.

Troubleshooting