monday

name	monday
description	Enables Claude to create, manage, and automate workflows in monday.com via Playwright MCP
category	business

monday.com Skill

Overview

Claude can manage your monday.com workspaces to create boards, manage items, track progress, and automate workflows. A flexible work operating system for team collaboration.

Quick Install

curl -sSL https://canifi.com/skills/monday/install.sh | bash

Or manually:

cp -r skills/monday ~/.canifi/skills/

Setup

Configure via canifi-env:

# First, ensure canifi-env is installed:
# curl -sSL https://canifi.com/install.sh | bash

canifi-env set MONDAY_EMAIL "[e-mail]"

Privacy & Authentication

Your credentials, your choice. Canifi LifeOS respects your privacy.

Option 1: Manual Browser Login (Recommended)

If you prefer not to share credentials with Claude Code:

1. Complete the Browser Automation Setup using CDP mode
2. Login to the service manually in the Playwright-controlled Chrome window
3. Claude will use your authenticated session without ever seeing your password

Option 2: Environment Variables

If you're comfortable sharing credentials, you can store them locally:

canifi-env set SERVICE_EMAIL "your-email"
canifi-env set SERVICE_PASSWORD "your-password"

Note: Credentials stored in canifi-env are only accessible locally on your machine and are never transmitted.

Capabilities

• Create and manage boards
• Add and edit items
• Create groups for organization
• Set column values and statuses
• Automate with recipes
• Track time on items
• Add updates and comments
• Create dashboards
• Manage workspaces
• Use board templates
• Create integrations
• Generate reports

Usage Examples

Example 1: Create Item

User: "Add 'New feature development' to the Sprint board"
Claude: Opens board, creates item in appropriate group.
        Confirms: "Item added to Sprint board"

Example 2: Update Status

User: "Mark the design review as complete"
Claude: Finds item, updates status column to Complete.
        Confirms: "Design review marked complete"

Example 3: View Board

User: "What's the status of our project board?"
Claude: Opens board, summarizes items by status.
        Reports: "12 items: 3 Done, 5 Working on it, 4 Stuck"

Example 4: Create Board

User: "Create a board for tracking bugs"
Claude: Creates new board from Bug Tracking template.
        Returns: "Bug Tracking board created with default columns"

Authentication Flow

1. Claude navigates to monday.com via Playwright MCP
2. Enters MONDAY_EMAIL for authentication
3. Handles 2FA if required (notifies user via iMessage)
4. Maintains session for board operations

Selectors Reference

// Workspace sidebar
'.workspace-sidebar'

// Board list
'.boards-list'

// Board content
'.board-content'

// Item row
'.pulse-component'

// Add item button
'.add-pulse-button'

// Item name input
'.pulse-name-input'

// Status column
'.status-column'

// Person column
'.person-column'

// Date column
'.date-column'

// Group header
'.group-header'

Error Handling

• Login Failed: Retry 3 times, notify user via iMessage
• Session Expired: Re-authenticate automatically
• Board Not Found: List available boards, ask user
• Item Create Failed: Retry, verify permissions
• Automation Failed: Check recipe configuration
• Permission Denied: Notify user of access issue

Self-Improvement Instructions

When you learn a better way to accomplish a task with monday.com:

1. Document the improvement in your response
2. Suggest updating this skill file with the new approach
3. Include specific board configurations that work well
4. Note useful automation recipes

Notes

• Flexible column types for any data
• Automations for workflow efficiency
• Dashboards for high-level views
• Apps marketplace for extensions
• Workdocs for documentation
• Forms for data intake
• Timeline view for planning
• Mobile apps available