monday-form-builder

name	monday-form-builder
description	Create Monday.com forms with questions, conditional logic, and response boards for data collection and intake workflows.
standards-version	1.10.0

Monday Form Builder

Trigger

• User wants to create a form for data collection
• User needs to add, update, or delete form questions
• User asks to configure conditional logic on form questions
• User wants to update form settings or appearance
• User needs to view or manage an existing form

Required Inputs

• Form name and description (for creation)
• Board ID to connect as the response destination
• Question definitions: type, title, required flag
• Form token (for updating or viewing existing forms)

Workflow

1. Use get_board_info to check if a response board exists, or use create_board to create one.
2. Use create_form with the form name, description, and linked board ID.
3. Use form_questions_editor to add questions -- map each question to a board column.
4. Use update_form to configure form settings (appearance, submission message, redirect URL).
5. For conditional logic: use form_questions_editor with condition rules on question visibility.
6. Use get_form to retrieve the form URL and verify the configuration.

Key References

• Monday Forms
• Forms API

Example Interaction

User: Create a bug report form that feeds into our "Bug Tracker" board.

Agent:

1. search(searchTerm: "Bug Tracker", searchType: "BOARD") to find board ID
2. get_board_info(boardId: "...") to see existing columns
3. create_form(name: "Bug Report", boardId: "...", description: "Submit a bug report")
4. form_questions_editor(formToken: "...", action: "create", questions: [
     {title: "Bug Title", type: "text", required: true, columnId: "name"},
     {title: "Severity", type: "dropdown", required: true, columnId: "status"},
     {title: "Steps to Reproduce", type: "long_text", required: true, columnId: "long_text"},
     {title: "Screenshot", type: "file", required: false, columnId: "files"}
   ])
5. get_form(formToken: "...") to retrieve shareable URL

User: Add a conditional question: if severity is "Critical", ask for a workaround.

Agent:

1. form_questions_editor(formToken: "...", action: "create", questions: [
     {title: "Available Workaround?", type: "text", columnId: "text0",
      condition: {questionId: "severity_q", value: "Critical"}}
   ])

MCP Usage

Tool	When to use
create_form	Create a new form linked to a board
get_form	Retrieve form details, URL, and configuration
update_form	Update form settings, appearance, submission messages
form_questions_editor	Add, update, or delete individual form questions
get_board_info	Check board columns for question-to-column mapping
create_board	Create a response board if one doesn't exist
create_column	Add columns to the response board for new question types

Common Pitfalls

• Each form question maps to a board column -- the column must exist before mapping
• Form tokens are different from form IDs -- use the token for API operations
• Conditional logic only supports single-level conditions (no nested AND/OR)
• File upload questions require a file column on the response board
• Form submissions create items on the linked board -- column types must match question types
• Public forms are accessible to anyone with the URL -- no authentication required
• Form appearance customization (colors, logo) requires a Pro plan or higher

See Also

• monday-board-management
• monday-column-types-guide
• monday-workflow-automation