mondaycom

Migrate an existing monday.com app from the old OAuth flow to the new OAuth 2.1 flow. Changes token endpoint from oauth2/token to oauth_ms/oauth/token, adds refresh token support, updates token storage, and optionally adds PKCE. ALWAYS use when someone mentions migrating monday OAuth, switching to the new OAuth flow, adding refresh tokens, updating the monday token endpoint, token expiration, or when code calls auth.monday.com/oauth2/token. Also trigger on OAuth deadline/deprecation announcements. Do NOT use for new OAuth from scratch, non-monday OAuth (Google, Slack, Spotify), client credentials flow, DCR, or general monday debugging.

Ensures Vibe design system (@vibe/core) components follow best practices and accessibility standards. Use when writing or reviewing UI code in monday.com apps that import from @vibe/core or @vibe/core/next.

Upgrades a project to a new major version of Vibe (@vibe/core) using MCP migration tools. Use when upgrading from v2 to v3 (monday-ui-react-core → @vibe/core) or from v3 to v4.

Build, test, and debug monday.com GraphQL queries and mutations. Introspects the live schema, handles pagination, column value formatting, and validates queries by executing them. Use when writing API queries, debugging response shapes, or figuring out column value JSON formats.

Bootstrap a project using the monday.com public GraphQL API. Installs the @mondaydotcomorg/api SDK, configures auth, pins API version, and sets up TypeScript codegen. Use when starting a new API integration or adding monday.com API to an existing project.

Migrate between monday.com API versions. Identifies your current version, shows breaking changes, guides code updates, and tests migrated queries. Use when a new API version is released or you need to upgrade from a deprecated version.

Production operations guidance for the monday.com API. Covers error handling, rate limits, complexity budgeting, retry strategies, webhooks, and caching. Use when preparing an API integration for production or debugging production issues.

Build, deploy, and manage monday code apps with multi-region, cron, alerts, and security scanning. Use when user says "deploy my app", "push to monday-code", "deploy to monday", "check deployment status", "set environment variables", "push my app", "deploy backend", "deploy frontend", or wants to promote an app version.

Set up, view, and manage automations on monday CRM boards using natural language — no block IDs or technical knowledge required. Use when someone says "set up an automation", "automate this", "when a deal is won notify me", "remind me when a date passes", "move deals automatically", "what automations do I have", "turn off automation", "create a workflow", "automate my pipeline", or "set up a rule".

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", "what activities happened on", "record this meeting", "update my note on", "track a call with", "log a meeting with", "what's the activity history for", "add meeting notes to", "I just spoke with", "note on the account", or "update the activity I logged".

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", "enroll this contact in a sequence", "add these leads to my nurture sequence", "deactivate the cold outreach sequence", "activate my new sequence", "how is my nurture sequence doing", "show me sequence analytics", "create a drip campaign", "who is enrolled in", "duplicate this sequence", "set up a new outreach flow", "check this contact's sequence history", or "what sequences is this lead in".

Start your day with a prioritized CRM briefing — works for any monday CRM setup: pipeline, contacts, accounts, leads, or no board at all. Use when someone says 'morning briefing', 'daily brief', 'what's on my plate today', 'catch me up on my deals', 'what needs attention', 'what needs my attention', 'anything urgent in my deals', 'what's hot in my pipeline', 'pipeline summary', 'start my day', or 'daily standup prep'.

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, missing emails, country codes, unowned deals, stale dates). Use when someone says "clean my CRM", "fix my data", "normalize my phone numbers", "fill in missing owners", "run a board health check", "audit my CRM board", "what's broken in my CRM", "what are the data gaps on my board", "board is messy", or "clean up before my kickoff call".

Build a forecast dashboard in monday — committed, best-case, and pipeline views by close month, rendered as real dashboard widgets. Use when someone says "build me a forecast", "show me Q2 pipeline", "Salesforce-style forecast", "forecast dashboard", "commit vs best-case", "what's our number this quarter", "how are we tracking to quota", "weighted pipeline", "deal rollup", "Clari-style", "pipeline by month", or "what's in commit".

Turn meeting transcripts into deal updates — key points, commitments, and next steps posted to matching CRM deals automatically. Auto-creates contacts for new attendees. Use when someone says "log my meetings to deals", "update CRM from calls", "what did I commit to in meetings", "sync notetaker", "log this meeting", "I just had a call with [company]", "what did I promise in that meeting", "add notes from today's calls", or "update the deal after my call".

Build a CRM workspace from scratch — describe your business and get boards, columns, and pipeline stages created in monday. Use when someone says "set up my CRM", "build me a CRM", "create CRM boards for me", "I need a new sales pipeline", "help me get started in monday", "I don't know how to set up my pipeline", or "build me a CRM from scratch". Do not use for questions about an existing board — those belong to daily-briefing or data-cleanup.

Creates and configures monday.com boards with proper structure including groups, columns, and initial items. monday.com boards are flexible enough to manage any workflow - project trackers, CRM pipelines, bug trackers, content calendars, and more. Use when user asks to "create a board", "set up a project", "new board for", "build a tracker", "organize my project", "create a board for tracking", or "set up a workflow".

Creates, reads, edits, and comments on monday.com docs - the rich-content surface inside monday for meeting notes, RFCs, runbooks, weekly updates, postmortems, and any work-adjacent writing. Goes beyond markdown shuffling by embedding live board column values inline (so the doc reflects real-time status), tagging users / docs / boards via mentions, scaffolding common doc shapes, and routing each edit through the correct update_doc operation. Use when user asks to "create a doc", "make a monday doc", "draft meeting notes", "write an RFC", "scaffold a runbook", "summarize a meeting in a doc", "add a section to my doc", "edit my doc", "update the doc", "comment on a doc", "tag someone in a doc", "embed a status in a doc", "show live board data in a doc", "rename a doc", or "show me my docs".

Creates and edits monday.com WorkForms - public intake forms that capture responses as new items on a backing board. Useful for request intake, bug reports, lead capture, event signups, internal submissions, and any flow that turns a user-submitted form into a tracked work item. Use when user asks to "create a form", "build an intake form", "make a WorkForm", "add a question to my form", "edit form questions", "publish a form", "share a form link", "set up a request form", "add a form to a board", "remove the monday branding from my form", or "deactivate the form".

Generates structured project status reports from monday.com - a customizable AI work platform with dedicated products for work management, CRM, dev, service, and campaigns. Surfaces overdue items, blockers, workload distribution, and recent activity across one or more boards. Use when user asks for "project status", "board summary", "what's overdue", "status report", "how's the project going", "weekly update", "board overview", "progress update", or "team workload".

Creates, updates, assigns, and manages items across monday.com boards. monday.com is a customizable AI work platform with dedicated products for work management, CRM, dev, service, and campaigns. Handles correct column value formatting for all column types. Use when user asks to "create a task", "add an item", "update status", "assign to", "change due date", "move item", "mark as done", "create a subitem", "add a comment", or "update the priority".

Implements Vibe Design System breaking changes with full workflow automation including component updates, migration guide updates, codemod generation, testing, and PR creation. Use when implementing breaking changes to Vibe components that require coordinated updates across the design system.