monday.com agent skills for Claude Code, Cursor and RevampKey

5 ready-made playbooks that teach an AI agent how to do real monday.com work: which tools to call, what to check first, and when to stop and ask you.

Download RevampKey, free I have it: connect monday.com

Connect monday.com once and all 5 skills install themselves and stay up to date. Mac, Windows and Linux.

All 5 monday.com skills

Each skill is one job. You ask in plain words and the agent loads the skill that matches, then follows its steps.

Start hereAsks before writing24 monday.com tools

Use monday.com with AI, safely

Shows how to connect to the right monday.com workspace, choose the correct tool, keep reads narrow, and get your approval before any change is made.

Use it when

You have just connected monday.com and want to confirm which workspace the assistant is using
You want to find a board, doc or item without pulling the whole workspace
An assistant is about to create or update something and you want to review it first

Tools it uses

get_user_context
list_workspaces
search
get_board_items
get_board_and_project_status_insights
get_updates
list_users_and_teams
list_automations
get-timeline-items
create-timeline-item
create-sequence
get_monday_knowledge
create_items_and_tasks
create_workflows_and_approvals
create_dashboards_and_portfolios
create_notifications_and_updates
create_forms_and_intake
update_items_owners_and_status
create_boards_and_projects
create_update
move_object
create_workspace
create_folder
manage_agent

Example

Check which monday workspace you're connected to, then find the Launch board and tell me how many items are still open.

You're signed in as Dana Reyes in the Product workspace. I found the Launch board and read 48 items on it. 17 are still open, and I didn't change anything.

Use in RevampKeyRead the full skill →

Read-only5 monday.com tools

Roll up monday.com board status for sprint and executive updates

Reads one or more monday.com boards and writes a status and blocker summary for a sprint, weekly or executive update. It groups progress, overdue work and risks, and changes nothing in your workspace.

Use it when

Before a sprint review, to see what finished, what carried over and what is blocked
Weekly, to tell leadership whether a launch is on track and what is at risk
When a manager asks what is blocking work across several team boards

Tools it uses

search
get_board_and_project_status_insights
get_user_context
get_board_items
get_updates

Example

Summarise the Launch and Marketing boards for this week's exec update: what's blocked, what's overdue, and the one thing that needs a decision.

Verdict: at risk. The biggest issue is the API change owned by Platform, which blocks three QA items on Launch. Across both boards there are 41 items: 18 are done, 14 are on track, 6 are at risk and 3 are blocked. Two of the blocked items have no owner, so they need one assigned before Friday.

Use in RevampKeyRead the full skill →

Asks before writing7 monday.com tools

Update your monday.com pipeline from call notes

Turns call notes into proposed stage, next-step and update changes on the right lead or deal, and asks before changing anything in your pipeline.

Use it when

After a discovery or follow-up call, to record what was agreed
When a prospect asks for a proposal and the deal should move stage
When a new contact from a call needs a lead created

Tools it uses

get_user_context
list_workspaces
search
get_board_items
update_items_owners_and_status
create_update
create_items_and_tasks

Example

Update the pipeline from my call notes with Acme Logistics: they want a proposal by Friday and their CFO joins the next call.

I found one match: Acme Logistics, stage Discovery, owner Priya. The notes show they asked for a proposal, which supports moving to Proposal. Proposed: stage Discovery to Proposal (evidence: 'send the proposal'), next step 'Send proposal' due Friday, and a call note listing the CFO as the next attendee. Reply yes to each item you want applied.

Use in RevampKeyRead the full skill →

Asks before writing7 monday.com tools

Turn meeting notes into monday.com tasks

Reads meeting notes or a call transcript, separates real actions from discussion, and drafts items with owners, priority and due dates. It checks the board for duplicates and asks before creating or updating anything.

Use it when

After a planning meeting, to turn the notes into owned tasks on the project board
When a call transcript has action items buried in it and you want them tracked
When a recap email lists follow-ups that should exist as monday.com items

Tools it uses

list_workspaces
search
get_board_items
list_users_and_teams
create_items_and_tasks
create_update
update_items_owners_and_status

Example

Here are the notes from today's launch sync. Turn the action items into tasks on the Launch board, with owners and due dates where they're clear.

I found 6 actions in the notes. 4 are ready to create with owners and dates, 1 matches an open item already on the Launch board, and 1 has no owner. Nothing is created yet. Approve, edit or drop each line and I'll add the approved ones.

Use in RevampKeyRead the full skill →

Read-only3 monday.com tools

Triage and clean up monday.com work items

Finds stale, unowned, overdue and inconsistent items on a monday.com board and drafts a clean-up plan. It asks before changing any owner, date, status or item.

Use it when

A board has grown messy and needs a clean-up pass
You want to find tasks with no owner or a date that has long passed
Duplicate items need to be spotted and merged safely

Tools it uses

get_board_items
list_users_and_teams
search

Example

Clean up the Launch board: find unowned and overdue items and suggest fixes, but don't change anything yet.

The Launch board has 41 items I could check: 18 are stale with no update in over two weeks, 9 are overdue by more than a week, and 14 are healthy. Eight items have no owner, and three look like duplicates of the same vendor review. I've drafted the owner, date and merge changes for your approval, and nothing has been changed yet.

Use in RevampKeyRead the full skill →

Get all 5 without copying a file

RevampKey adds the skills when you connect monday.com, updates them for you and removes them when you disconnect.

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How monday.com skills work

Connect monday.com
The monday.com MCP server gives the agent its tools.
Ask in plain words
“Summarise the Launch and Marketing boards for this week's exec update: what's blocked, what's overdue, and the one thing that needs a decision.” Each SKILL.md says when it applies, so only the one that fits is loaded.
Approve any change
The agent calls the tools in order, checks its work, and shows you any change before it makes it.

How to install monday.com skills

In RevampKey the skills install themselves when you connect monday.com. In other tools each skill is one folder with a SKILL.md file, and you also need the monday.com MCP server connected there.

About 1 minute · nothing to copy

Download RevampKey for Mac, Windows or Linux and sign in.
Open Connectors and connect monday.com. All 5 skills come with it and stay up to date; they go away when you remove the connector.
Ask in plain language, for example “Summarise the Launch and Marketing boards for this week's exec update: what's blocked, what's overdue, and the one thing that needs a decision.”
Download RevampKeyConnect monday.com · 1 click
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RevampKey is a free desktop app for Mac, Windows and Linux. Install it, sign in, and monday.com is one click away with its skills already attached.
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Not now? Use the skills in your current tool
for s in essentials board-status-rollup crm-pipeline-update-from-call-notes meeting-notes-to-tasks work-item-triage-and-cleanup; do curl -fsSL --create-dirs -o .claude/skills/monday-$s/SKILL.md https://revampkey.com/marketplace/monday/skills/$s/SKILL.md done
Other tools

Into this project’s .claude/skills folder

Connect the monday.com MCP server in Claude Code.

Run this in your project folder to add all 5 skills:

for s in essentials board-status-rollup crm-pipeline-update-from-call-notes meeting-notes-to-tasks work-item-triage-and-cleanup; do
  curl -fsSL --create-dirs -o .claude/skills/monday-$s/SKILL.md https://revampkey.com/marketplace/monday/skills/$s/SKILL.md
done

Ask in plain language, for example “Summarise the Launch and Marketing boards for this week's exec update: what's blocked, what's overdue, and the one thing that needs a decision.”

Into the shared .agents/skills folder

Connect the monday.com MCP server in Cursor.

Run this in your project folder to add all 5 skills:

for s in essentials board-status-rollup crm-pipeline-update-from-call-notes meeting-notes-to-tasks work-item-triage-and-cleanup; do
  curl -fsSL --create-dirs -o .agents/skills/monday-$s/SKILL.md https://revampkey.com/marketplace/monday/skills/$s/SKILL.md
done

Ask in plain language, for example “Summarise the Launch and Marketing boards for this week's exec update: what's blocked, what's overdue, and the one thing that needs a decision.”

Into the shared .agents/skills folder

Connect the monday.com MCP server in Codex.

Run this in your project folder to add all 5 skills:

for s in essentials board-status-rollup crm-pipeline-update-from-call-notes meeting-notes-to-tasks work-item-triage-and-cleanup; do
  curl -fsSL --create-dirs -o .agents/skills/monday-$s/SKILL.md https://revampkey.com/marketplace/monday/skills/$s/SKILL.md
done

Ask in plain language, for example “Summarise the Launch and Marketing boards for this week's exec update: what's blocked, what's overdue, and the one thing that needs a decision.”

Into the shared .agents/skills folder

Connect the monday.com MCP server in VS Code.

Run this in your project folder to add all 5 skills:

for s in essentials board-status-rollup crm-pipeline-update-from-call-notes meeting-notes-to-tasks work-item-triage-and-cleanup; do
  curl -fsSL --create-dirs -o .agents/skills/monday-$s/SKILL.md https://revampkey.com/marketplace/monday/skills/$s/SKILL.md
done

Ask in plain language, for example “Summarise the Launch and Marketing boards for this week's exec update: what's blocked, what's overdue, and the one thing that needs a decision.”

RevampKey or copy the files?

In RevampKey

One click when you connect monday.com
Updated for you when a skill improves
Removed when you disconnect
The MCP server is set up for you
800+ other connectors, same way

Download free

Copy into your project

One command per project
Run it again to get updates
You connect the monday.com MCP server yourself
Works in Claude Code, Cursor, Codex and VS Code

See the command

monday.com skills FAQ

What is a monday.com agent skill?

A SKILL.md file: a short playbook an AI agent loads when your request matches it. Each monday.com skill describes one job, which monday.com tools to use in which order, what to check first and when to stop and ask you.

Do the monday.com skills change anything on their own?

2 of the 5 only read. The others tell the agent to show you the change and wait for a yes before it creates, edits or deletes anything in monday.com.

Which tools can use these skills?

Any agent that reads the open Agent Skills format: Claude Code, Cursor, Codex, VS Code with Copilot and RevampKey. In RevampKey they are attached when you connect monday.com; elsewhere you copy the folders into your project or skills directory.

Do I need the monday.com MCP server too?

Yes. The skills tell the agent how to do the work; the monday.com MCP server gives it the tools to do it. The monday.com MCP setup guide covers every client.

monday.com MCP server setup · This page as Markdown

Put monday.com’s best workflows in your agent

Download RevampKey, connect monday.com and ask your first question in about a minute.

Download RevampKey Connect monday.com · 1 click

All 5 monday.com skills

Use monday.com with AI, safely

Use it when

Tools it uses

Roll up monday.com board status for sprint and executive updates

Use it when

Tools it uses

Update your monday.com pipeline from call notes

Use it when

Tools it uses

Turn meeting notes into monday.com tasks

Use it when

Tools it uses

Triage and clean up monday.com work items

Use it when

Tools it uses

Get all 5 without copying a file

How monday.com skills work

How to install monday.com skills

RevampKey or copy the files?

In RevampKey

Copy into your project

monday.com skills FAQ

Put monday.com’s best workflows in your agent

Skills for related tools