monday CRM

Partner, reviewed

Run your monday CRM in plain language. Build a pipeline from scratch, start the day with a ranked deal briefing, spin up a forecast dashboard, audit board health, clean up messy data in bulk, and turn meeting notes into deal updates. Every skill writes back into monday as a real update, doc, or…

Plugin · by mondaycom · runs in Claude Code, Cowork, claude.ai · 9 skills, 1 MCP server · listed 2026-06-18

Claude Code

claude plugin install monday-crm

Source

Skills (9)

Skill 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"…

Any agent
```
npx skills add mondaycom/mcp --skill activity-insights
```
Skill automate-crm

Set up, view, and manage automations on monday CRM boards using natural language — no block IDs or technical knowledge required.

Any agent
```
npx skills add mondaycom/mcp --skill automate-crm
```
Skill daily-briefing

Start your day with a prioritized CRM briefing — works for any monday CRM setup: pipeline, contacts, accounts, leads, or no board at all.

Any agent
```
npx skills add mondaycom/mcp --skill daily-briefing
```
Skill 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…

Any agent
```
npx skills add mondaycom/mcp --skill data-cleanup
```
Skill forecast

Build a forecast dashboard in monday — committed, best-case, and pipeline views by close month, rendered as real dashboard widgets.

Any agent
```
npx skills add mondaycom/mcp --skill forecast
```
Skill log-activity

Log calls, meetings, notes, and other activities to CRM item timelines — structured records with attendees, outcomes, and follow-ups. Use when someone says "log my call with", "add a note to the deal"

Any agent
```
npx skills add mondaycom/mcp --skill log-activity
```
Skill meeting-to-deal

Turn meeting transcripts into deal updates — key points, commitments, and next steps posted to matching CRM deals automatically. Auto-creates contacts for new attendees.

Any agent
```
npx skills add mondaycom/mcp --skill meeting-to-deal
```
Skill 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", "

Any agent
```
npx skills add mondaycom/mcp --skill run-sequence
```
Skill workspace-builder

Build a CRM workspace from scratch — describe your business and get boards, columns, and pipeline stages created in monday.

Any agent
```
npx skills add mondaycom/mcp --skill workspace-builder
```

From Anthropic's public plugin directory, read on 2026-10-16. Find a skill by task.