> ## Documentation Index
> Fetch the complete documentation index at: https://docs.civic.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Monday.com Server

> Manage and interact with monday.com boards, items, users, and more

# Monday.com Server

## Overview

The Monday.com server provides project management and work coordination capabilities. Built by [Monday.com](https://monday.com), this server enables AI assistants to manage and interact with monday.com boards, items, users, workflows, forms, documents, dashboards, and complete project operations.

## Getting Started

<Steps>
  <Step title="Connect to Monday.com">
    Add the HubSpot server to your Civic environment through the server directory.
  </Step>

  <Step title="Install the MCP app from the Monday Marketplace">
    (You might need to ask a workspace admin to do this.)
    Log into your monday.com account. Click on your avatar at the top right and choose "App marketplace". Search for "mcp" and install the "monday mcp" app.
  </Step>

  <Step title="Authenticate with Monday.com">
    On the Civic Chat tab, ask for a list of all your tasks on monday.com.
    An Authorization pop-up will appear, guiding you through the login process.
  </Step>

  <Step title="Test Connection">
    Once you have logged in, Civic will fetch your tasks from monday.com and list them.
  </Step>
</Steps>

## What You Can Do

<CardGroup cols={2}>
  <Card title="Board Management" icon="table">
    Manage boards, items, groups, and columns with full CRUD operations
  </Card>

  <Card title="Forms & Automation" icon="file-lines">
    Create forms, manage questions, and automate data collection workflows
  </Card>

  <Card title="Documents & Dashboards" icon="chart-column">
    Create documents with markdown, build dashboards, and visualize data with widgets
  </Card>

  <Card title="Workspace Organization" icon="folder-tree">
    Organize workspaces, folders, and manage team collaboration structures
  </Card>
</CardGroup>

## Use Cases

<AccordionGroup>
  <Accordion title="Project Management" icon="list-check">
    * **Board Creation**: Set up new boards with custom columns, groups, and workflows
    * **Item Tracking**: Create, update, and manage items with detailed column values
    * **Activity Monitoring**: Track board activity and changes over time
    * **Update Management**: Add updates and comments to items for team communication
  </Accordion>

  <Accordion title="Form Building & Data Collection" icon="square-check">
    * **Form Creation**: Build custom forms with various question types and validation
    * **Question Configuration**: Create text, date, select, rating, and other question types
    * **Form Customization**: Configure appearance, accessibility, and submission behavior
    * **Response Handling**: Direct form submissions to specific boards and groups
  </Accordion>

  <Accordion title="Document Management" icon="file-alt">
    * **Document Creation**: Create markdown documents in workspaces or attached to items
    * **Document Organization**: Store documents in folders and link to specific items
    * **Content Management**: Read and manage document collections across workspaces
    * **Workspace Documentation**: Maintain project documentation alongside work items
  </Accordion>

  <Accordion title="Data Visualization" icon="chart-bar">
    * **Dashboard Creation**: Build dashboards aggregating data from multiple boards
    * **Widget Configuration**: Add charts, numbers, and battery widgets to dashboards
    * **Schema Exploration**: Understand widget capabilities before configuration
    * **Multi-Board Analytics**: Visualize data across project portfolios
  </Accordion>

  <Accordion title="Workspace Organization" icon="sitemap">
    * **Workspace Management**: Create and configure workspaces with proper permissions
    * **Folder Structure**: Organize boards and documents into logical folder hierarchies
    * **Object Movement**: Reorganize boards, folders, and documents across workspaces
    * **Team Coordination**: Manage users, teams, and collaboration structures
  </Accordion>
</AccordionGroup>

***

## Available Tools (28)

<AccordionGroup>
  <Accordion title="Board & Item Management (5 tools)">
    Core operations for working with boards and their items.

    **Board Operations**

    <AccordionGroup>
      <Accordion title="get_board_info">
        Get comprehensive board information including metadata, structure, owners, and configuration

        * **Use Cases**: Understand board schema, column types, and available filters
        * **Best Practice**: Always use before filtering or querying board items
      </Accordion>

      <Accordion title="get_board_activity">
        Get board activity logs for a specified time range (defaults to last 30 days)

        * **Parameters**: boardId (required), fromDate, toDate
        * **Use Cases**: Track changes, audit activity, monitor team engagement
      </Accordion>

      <Accordion title="get_board_items_page">
        Get board items with pagination, filtering, ordering, and column selection

        * **Parameters**: boardId (required), filters, searchTerm, limit, cursor, includeColumns
        * **Performance**: Set includeColumns=false when only counting or checking existence
        * **Filtering**: Use get\_board\_info first to understand column structure
      </Accordion>
    </AccordionGroup>

    **Item Operations**

    <AccordionGroup>
      <Accordion title="create_item">
        Create new items, subitems, or duplicate existing items with modifications

        * **Parameters**: boardId, name, columnValues (JSON string), groupId, parentItemId
        * **Use Cases**: Add tasks, create subitems, duplicate templates
      </Accordion>

      <Accordion title="create_update">
        Create updates/comments on board items with optional mentions

        * **Parameters**: itemId, body, mentionsList (JSON string with user/team IDs)
        * **Use Cases**: Team communication, progress updates, discussions
      </Accordion>
    </AccordionGroup>

    <Info>
      **Performance Tip**: Use `includeColumns: false` in get\_board\_items\_page when you only need item counts or IDs to significantly reduce token usage.
    </Info>
  </Accordion>

  <Accordion title="Board Structure (3 tools)">
    Tools for creating and configuring board structure elements.

    <AccordionGroup>
      <Accordion title="create_board">
        Create a new Monday.com board

        * **Parameters**: boardName (required), boardKind (private/public/share), boardDescription, workspaceId
        * **Use Cases**: Project setup, team workspaces, process templates
      </Accordion>

      <Accordion title="create_column">
        Create a new column in a board with specific type and settings

        * **Parameters**: boardId, columnType, columnTitle, columnDescription, columnSettings
        * **Column Types**: text, status, date, people, numbers, dropdown, and 30+ more
        * **Best Practice**: Use get\_column\_type\_info to understand settings schema first
      </Accordion>

      <Accordion title="create_group">
        Create a new group (section) in a board to organize items

        * **Parameters**: boardId, groupName, groupColor, relativeTo, positionRelativeMethod
        * **Use Cases**: Workflow phases, categorization, sprint planning
        * **Note**: New items are created in the top group by default
      </Accordion>
    </AccordionGroup>

    <Note>
      Monday.com supports 30+ column types including status, people, date, timeline, dropdown, numbers, text, email, phone, location, and more.
    </Note>
  </Accordion>

  <Accordion title="User & Team Management (1 tool)">
    Precision-first user and team retrieval with optimized queries.

    <AccordionGroup>
      <Accordion title="list_users_and_teams">
        Retrieve users and teams with flexible filtering options

        * **Priority Parameters**: getMe (current user), name (search), userIds, teamIds
        * **Optimization**: Use specific IDs when available for best performance
        * **Returns**: User profiles with team memberships, team details with optional members
        * **Best Practices**:
          * Use `getMe: true` for current user (standalone parameter)
          * Use `name` search when you have names but no IDs
          * Use `userIds` or `teamIds` when available for highest precision
          * Avoid broad queries without parameters
      </Accordion>
    </AccordionGroup>

    <Warning>
      The `getMe` and `name` parameters cannot be combined with other parameters. Use them standalone for targeted queries.
    </Warning>
  </Accordion>

  <Accordion title="Forms (4 tools)">
    Complete form creation, configuration, and question management.

    **Form Management**

    <AccordionGroup>
      <Accordion title="create_form">
        Create a new form with associated board for responses

        * **Parameters**: destination\_workspace\_id (required), folder\_id, board\_kind, owner\_ids
        * **Returns**: board\_id and formToken for future operations
        * **Use Cases**: Lead capture, surveys, request intake, feedback collection
      </Accordion>

      <Accordion title="get_form">
        Retrieve form details and configuration by form token

        * **Parameters**: formToken (extracted from form URL)
        * **URL Format**: forms.monday.com/forms/\[TOKEN]?r=use1
      </Accordion>

      <Accordion title="update_form">
        Update form settings, appearance, features, and metadata

        * **Actions**: updateFeatures, updateAppearance, updateAccessibility, updateFormHeader
        * **Actions**: updateQuestionOrder, setFormPassword, activate, deactivate
        * **Configuration**: Appearance, layout, branding, submission behavior, access control
      </Accordion>

      <Accordion title="form_questions_editor">
        Create, update, or delete form questions

        * **Actions**: create, update, delete
        * **Question Types**: ShortText, LongText, Email, Phone, Date, SingleSelect, MultiSelect
        * **Question Types**: Boolean, Number, Rating, File, Location, Country, and more
        * **Settings**: Validation, prefill, visibility, required, display options
      </Accordion>
    </AccordionGroup>

    <Tip>
      Forms automatically create boards to store responses. Configure the board group, owners, and subscribers during form creation.
    </Tip>
  </Accordion>

  <Accordion title="Documents (2 tools)">
    Create and manage Monday.com documents with markdown support.

    <AccordionGroup>
      <Accordion title="read_docs">
        Get documents with pagination and filtering by ID or workspace

        * **Query Types**: ids (document IDs), object\_ids, workspace\_ids
        * **Pagination**: Default 25 per page, check has\_more\_pages for additional results
        * **Ordering**: created\_at or used\_at
      </Accordion>

      <Accordion title="create_doc">
        Create markdown documents in workspaces or attached to items

        * **Location Types**: workspace (with optional folder\_id), item (with optional column\_id)
        * **Parameters**: doc\_name, markdown content, location configuration
        * **Use Cases**: Project documentation, meeting notes, process guides
      </Accordion>
    </AccordionGroup>

    <Info>
      Documents can be created in workspaces (standalone) or attached to board items via doc columns for contextual documentation.
    </Info>
  </Accordion>

  <Accordion title="Workspaces & Organization (8 tools)">
    Comprehensive workspace, folder, and organizational structure management.

    **Workspace Operations**

    <AccordionGroup>
      <Accordion title="list_workspaces">
        List all accessible workspaces with ID, name, and description

        * **Returns**: Up to 500 workspaces
        * **Use Cases**: Workspace discovery, navigation, initial setup
      </Accordion>

      <Accordion title="workspace_info">
        Get detailed workspace contents including boards, docs, and folders

        * **Returns**: Up to 100 of each object type per workspace
        * **Use Cases**: Workspace exploration, structure understanding
      </Accordion>

      <Accordion title="create_workspace">
        Create a new workspace

        * **Parameters**: name, workspaceKind (closed/open/template), description, accountProductId
      </Accordion>

      <Accordion title="update_workspace">
        Update workspace properties

        * **Parameters**: id, attributes (name, description, kind, accountProductId)
      </Accordion>
    </AccordionGroup>

    **Folder Operations**

    <AccordionGroup>
      <Accordion title="create_folder">
        Create a new folder in a workspace

        * **Parameters**: workspaceId, name, color, fontWeight, customIcon, parentFolderId
        * **Styling**: 16 color options, font weights, custom icons
      </Accordion>

      <Accordion title="update_folder">
        Update folder properties and position

        * **Parameters**: folderId, name, color, parentFolderId, position, workspaceId
        * **Movement**: Change parent folder or reposition relative to other objects
      </Accordion>

      <Accordion title="move_object">
        Move boards, folders, or overviews between locations

        * **Object Types**: Board, Folder, Overview
        * **Parameters**: objectType, id, position, parentFolderId, workspaceId
        * **Use Cases**: Reorganization, workspace cleanup, structure optimization
      </Accordion>
    </AccordionGroup>

    <Note>
      Folders support 16 predefined colors, 4 font weights, and custom icons for visual organization and quick navigation.
    </Note>
  </Accordion>

  <Accordion title="Dashboards & Widgets (3 tools)">
    Create and configure data visualization dashboards with widgets.

    <AccordionGroup>
      <Accordion title="create_dashboard">
        Create a dashboard aggregating data from one or more boards

        * **Parameters**: name, workspace\_id, board\_ids (1-50), kind (PUBLIC/PRIVATE)
        * **Optional**: board\_folder\_id for organization
        * **Use Cases**: Project portfolios, team analytics, executive reporting
      </Accordion>

      <Accordion title="all_widgets_schema">
        Fetch JSON Schema 7 definitions for all available widget types

        * **Returns**: Complete schema for CHART, NUMBER, BATTERY widgets
        * **Use Cases**: Widget planning, validation, understanding capabilities
        * **Best Practice**: Always call before creating widgets
      </Accordion>

      <Accordion title="create_widget">
        Create a widget in a dashboard or board view

        * **Widget Types**: CHART (various chart types), NUMBER (KPIs), BATTERY (progress indicators)
        * **Parameters**: parent\_container\_id, parent\_container\_type, widget\_kind, settings
        * **Requirements**: Settings must conform to widget schema
      </Accordion>
    </AccordionGroup>

    <Warning>
      Always use `all_widgets_schema` before creating widgets to understand required settings and data types. Widget creation will fail if settings don't conform to schema.
    </Warning>
  </Accordion>

  <Accordion title="Advanced GraphQL (4 tools)">
    Direct GraphQL API access and schema exploration for advanced operations.

    **GraphQL Operations**

    <AccordionGroup>
      <Accordion title="all_monday_api">
        Execute any Monday.com GraphQL query or mutation

        * **Parameters**: query (GraphQL string), variables (JSON string)
        * **Use Cases**: Custom operations, complex queries, unsupported features
        * **Best Practice**: Use get\_graphql\_schema and get\_type\_details first
      </Accordion>

      <Accordion title="get_graphql_schema">
        Fetch the Monday.com GraphQL schema structure

        * **Parameters**: operationType (read/write) - filter queries or mutations
        * **Returns**: Available query fields, mutation fields, GraphQL types
        * **Use Cases**: API exploration, schema understanding, query planning
      </Accordion>

      <Accordion title="get_type_details">
        Get detailed information about a specific GraphQL type

        * **Parameters**: typeName
        * **Returns**: Type fields, arguments, descriptions, relationships
        * **Use Cases**: Understanding data structures, planning queries
      </Accordion>
    </AccordionGroup>

    **Column Schema**

    <AccordionGroup>
      <Accordion title="get_column_type_info">
        Retrieve comprehensive column type information and settings schema

        * **Parameters**: columnType (one of 30+ types)
        * **Returns**: JSON schema definition, validation rules, available properties
        * **Use Cases**: Column creation planning, settings validation
      </Accordion>
    </AccordionGroup>

    <Tip>
      For complex operations not covered by dedicated tools, use the GraphQL tools to craft custom queries. Start with schema exploration to understand available fields.
    </Tip>
  </Accordion>
</AccordionGroup>

***

## Configuration Requirements

### Authentication Setup

The Monday.com server uses OAuth2 authentication with Monday.com's API:

<AccordionGroup>
  <Accordion title="OAuth Scopes" icon="key">
    **Required Scopes for Full Functionality:**

    * **Boards**: Read/write access to boards, items, groups, columns
    * **Users**: Read access to users and teams
    * **Workspaces**: Manage workspaces, folders, and organization
    * **Forms**: Create and manage forms and questions
    * **Documents**: Read and create documents with markdown
    * **Dashboards**: Create dashboards and widgets
  </Accordion>

  <Accordion title="Account Requirements" icon="building">
    * **Monday.com Account**: Free or paid Monday.com account
    * **API Access**: Ensure API access is enabled for your account tier
    * **Permissions**: Appropriate role permissions for creating and managing resources
    * **Rate Limits**: Be aware of API rate limits based on your account tier
  </Accordion>
</AccordionGroup>

## Best Practices

### Board & Item Management

1. **Schema First**: Always use `get_board_info` before querying items to understand column structure
2. **Performance Optimization**: Set `includeColumns: false` when you only need item counts or IDs
3. **Filtering**: Use column-specific filters after understanding board schema from get\_board\_info
4. **Pagination**: Use cursor-based pagination for large datasets

### Form Building

1. **Structure Planning**: Design form flow and question types before creation
2. **Schema Validation**: Use form\_questions\_editor with appropriate question types and settings
3. **User Experience**: Configure appearance, accessibility, and submission behavior
4. **Response Management**: Set up board groups and notifications during form creation

### Document Management

1. **Location Strategy**: Decide between workspace docs (standalone) vs item docs (contextual)
2. **Markdown Format**: Use proper markdown formatting for rich document content
3. **Organization**: Use folders and workspaces for logical document grouping
4. **Pagination**: Handle pagination for large document collections

### Dashboard & Analytics

1. **Schema First**: Always call `all_widgets_schema` before creating widgets
2. **Board Selection**: Choose relevant boards that contain the data to visualize
3. **Widget Configuration**: Validate settings against schema to prevent creation failures
4. **Dashboard Organization**: Use folders to organize dashboards by purpose or team

### GraphQL Operations

1. **Schema Exploration**: Use `get_graphql_schema` and `get_type_details` before custom queries
2. **Field Selection**: Request only needed fields to minimize data transfer
3. **Column Planning**: Use `get_column_type_info` before creating columns
4. **Testing**: Test queries with read operations before write operations

<Tip>
  **Pro Tip**: Start with read operations (`get_board_info`, `list_workspaces`, `workspace_info`) to understand your environment structure before implementing create/update operations.
</Tip>

***

## Guardrails

This server supports all [14 universal guardrails](/civic/concepts/guardrails). Server-specific guardrails are coming soon.