- name
- monday
- description
- Enables Claude to create, manage, and automate workflows in monday.com via Playwright MCP
- category
- business
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 | bashOr 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 " [email protected] "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:
- Complete the Browser Automation Setup using CDP mode
- Login to the service manually in the Playwright-controlled Chrome window
- 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
- Claude navigates to monday.com via Playwright MCP
- Enters MONDAY_EMAIL for authentication
- Handles 2FA if required (notifies user via iMessage)
- 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:
- Document the improvement in your response
- Suggest updating this skill file with the new approach
- Include specific board configurations that work well
- 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