monday-board-insights

name	monday-board-insights
description	Aggregate, filter, and analyze Monday.com board data for reporting, summaries, and decision-making.
standards-version	1.10.0

Monday Board Insights

Trigger

• User wants a summary or report of board data
• User asks how many items are in a specific status
• User needs aggregated metrics (counts, averages, totals) from a board
• User wants to filter or segment board data
• User asks "how is the project going?" or similar status questions

Required Inputs

• Board ID or board name to analyze
• Analysis question or metric of interest (e.g., "items by status", "overdue tasks")
• Optional: specific group, column, or filter criteria

Workflow

1. Use search or get_user_context to find the target board if only a name is provided.
2. Use get_board_info to understand board structure (columns, groups).
3. Use board_insights with a natural language question to get aggregated data.
4. If deeper drill-down is needed, use get_board_items_page with filters to get raw item data.
5. Present results in a clear format -- use show-table or show-chart for visual output.
6. Offer follow-up analysis or export options.

Key References

• Board Insights
• Items Page

Example Interaction

User: How many tasks on the "Product Roadmap" board are overdue?

Agent:

1. search(searchTerm: "Product Roadmap", searchType: "BOARD") to get board ID
2. board_insights(boardId: "...", question: "How many items have a timeline end date before today?")
3. Present: "12 items are currently overdue. Here's the breakdown by group..."

MCP Usage

Tool	When to use
board_insights	Ask natural language questions about board data aggregations
get_board_items_page	Retrieve filtered/paginated items for detailed analysis
get_board_info	Understand board schema before querying
search	Find boards by name
show-chart	Visualize insight results as charts
show-table	Display insight results as a table

GraphQL recipes for gap operations:

Get item count by group:

query { boards(ids: [1234567890]) { groups { id title items_page(limit: 0) { cursor } } } }

Get items with specific status:

query { boards(ids: [1234567890]) { items_page(limit: 50, query_params: {rules: [{column_id: "status", compare_value: ["Done"]}]}) { items { id name } } } }

Common Pitfalls

• board_insights works best with clear, specific questions -- vague queries return vague results
• For boards with 10,000+ items, board_insights is faster than paginating all items manually
• Filters in get_board_items_page use column IDs, not column titles -- check get_board_info first
• Date comparisons depend on the board's timezone setting
• Subitem data is on a separate board; ask about subitems explicitly if needed

See Also

• monday-dashboard-builder
• monday-chart-visualization
• monday-item-operations