monday CRM

Plugin monday-crm from marketplace knowledge-work-plugins in anthropics/knowledge-work-plugins. Commands read from the repo's manifest — today.

Skills (10)

• activity-insights

  Analyze 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 performing", "what's our

• automate-crm

  Set 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 automatically", "what automation

• daily-briefing

  Prioritized CRM briefing for today — what needs attention now across deals, contacts, accounts or leads, with tasks due today, deals closing or slipping, contacts going cold, and a summary of recent meetings and activity. Works on any monday CRM setup, or with no board at all. Use when someone says

• data-cleanup

  Check 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 says "clean my CRM", "fi

• forecast

  Build 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", "what's our number this qu

• log-activity

  Log one call, meeting or note that the user describes onto a single CRM item's timeline, read that item's activity history, or add a correction. Use when someone says "log my call with", "add a note to the deal", "record this meeting with", "log a meeting with", "track a call with", "I just spoke wi

• meeting-to-deal

  Turn recorded monday Notetaker meetings (or a pasted transcript) into deal recaps — key points, commitments and next steps posted as updates on the matching CRM deals (confirmed per your mode), with optional stage edits and new contacts for unknown attendees. Use when someone says "log my recorded m

• run-sequence

  Manage 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", "deactivate the cold o

• win-loss-review

  Explain why a closed monday CRM deal was won or lost. Reads the deal's stage history, Emails & Activities timeline, notes and column changes, compares it with other closed deals on the same board, and writes a short evidence-based review. Use when someone asks "why did we win/lose Acme", "win-loss r

• workspace-builder

  Build 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 don't know how to set up

MCP servers (1)

• monday

  connects to: https://mcp.monday.com/mcp

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