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.
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.