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

> Ready-made monday.com playbooks for AI agents: roll up monday.com board status for sprint and executive updates, update your monday.com pipeline from call notes, turn meeting notes into monday.com tasks. Free SKILL.md files for Claude Code, Cursor and Codex, or one click in RevampKey.

## Skills

- [Use monday.com with AI, safely](https://revampkey.com/marketplace/monday/skills/essentials.md): 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.
- [Roll up monday.com board status for sprint and executive updates](https://revampkey.com/marketplace/monday/skills/board-status-rollup.md): 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.
- [Update your monday.com pipeline from call notes](https://revampkey.com/marketplace/monday/skills/crm-pipeline-update-from-call-notes.md): 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.
- [Turn meeting notes into monday.com tasks](https://revampkey.com/marketplace/monday/skills/meeting-notes-to-tasks.md): 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.
- [Triage and clean up monday.com work items](https://revampkey.com/marketplace/monday/skills/work-item-triage-and-cleanup.md): 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.

## Install

- RevampKey: connect monday.com at https://revampkey.com/marketplace/monday; the skills come with it.
- Any Agent Skills tool, into the current project:

```bash
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
```

### 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.

MCP setup guide: https://revampkey.com/marketplace/monday.md