Overview

Monday.com tools let your agents interact with Monday.com boards, items, groups, and users. This integration enables powerful automation for CRM workflows, project management, lead tracking, and team coordination. Whether you're managing sales pipelines, tracking projects, or coordinating team activities, Monday.com tools provide comprehensive capabilities to streamline your workflows.

🧭 Use Case Examples

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⚙️ Admin: Setup in Dust

Go to Spaces > Tools in your Dust workspace, click Add Tools, and select Monday.

Authentication Setup

To connect Monday.com to Dust:

1. Click on the Monday tool in your workspace
2. Complete the OAuth flow using the installation URL
3. Note: Monday admins need to install the Dust app in their Monday.com workspace first

Installation URL: https://auth.monday.com/oauth2/authorize?client_id=0466cfd3d05df679d21710d32a96cfb4&response_type=install

Personal credentials vs Workspace credentials

You will be redirected through an OAuth flow to connect Monday.com. By default, this tool is added to the Company data Space, making it accessible across the workspace.

Available Tools

Board Management

• get_boards - Lists all accessible boards (up to 100)
• get_board_values - Retrieves detailed board information including columns and groups
• create_board - Creates a new board with optional workspace and description
• get_board_analytics - Retrieves analytics and statistics for reporting

Item Management

• get_board_items - Retrieves items from a specific board (up to 100)
• get_item_details - Retrieves detailed information about a specific item
• search_items - Advanced search with filtering by query, board, status, assignee, group, timeframe, with ordering options
• create_item - Creates a new item with optional group and column values
• create_multiple_items - Bulk creates multiple items across boards
• update_item - Updates column values of an existing item
• update_item_name - Updates the name of an item
• delete_item - Deletes an item
• move_item_to_board - Moves an item between boards (useful for CRM workflows like converting leads to opportunities)
• get_items_by_column_value - Retrieves items filtered by column value

Group Management

• create_group - Creates a new group in a board
• get_group_details - Retrieves details about a specific group
• delete_group - Deletes a group from a board
• duplicate_group - Duplicates a group with optional positioning and title

Column Management

• create_column - Creates a new column with specified type
• get_column_values - Retrieves column values for a specific item and column
• get_file_column_values - Retrieves file column values
• upload_file_to_column - Uploads a file to a column

Subitem Management

• create_subitem - Creates a new subitem for an item
• update_subitem - Updates column values of a subitem
• get_subitem_values - Retrieves subitems for a specific item

Updates & Comments

• create_update - Adds an update (comment) to an item

User Management

• find_user_by_name - Finds a user by name
• get_user_details - Retrieves details about a specific user

Analytics & Activity

• get_activity_logs - Retrieves activity logs for tracking pipeline velocity and user actions
• get_board_analytics - Retrieves board statistics by status, group, and assignee for CRM reporting

🧑‍🦱 User: Usage in Dust

Once the tool has been configured by the admin as described above, it can be added to any agent in the Agent Builder.

Adding Monday Tools to Agents

1. In the Agent Builder, click on Add Tool
2. Select Monday from the available tools
3. Configure the tool settings as needed

Personal Credentials Usage

When using Personal credentials, users will need to authenticate on their first use:

1. When you first use an agent with the Monday tool, you'll see a connection prompt
2. Click on the Connect button to authenticate with your own Monday.com credentials
3. After connecting, click the Retry button to replay the agent answer

From then on, requests will use your personal credentials, automatically inheriting your Monday.com permissions and ensuring all actions are performed with appropriate access controls.

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Personal credentials provide better security

With personal credentials, each user's actions are tracked individually, and agents can only access what the user can access in Monday.com.

What can I ask?

CRM Pipeline Management

• Create a new deal in my sales pipeline for Acme Corp worth $50,000
• Move the lead "TechStart Inc" to the opportunities board
• Show me all deals in the "Proposal Sent" stage
• Update the status of deal #12345 to "Closed Won"

Project Tracking

• Create a new task called "Design homepage mockup" in the Marketing board
• Search for all items assigned to me with status "In Progress"
• Get all overdue items from the Development board
• Add an update to task #789 saying "Completed initial review"

Analytics & Reporting

• Show me the activity logs for the Sales board from last week
• Get analytics on deal distribution by status
• How many items are assigned to each team member?
• Track pipeline velocity for Q4

Team Coordination

• Find user John Smith in Monday
• Create a task and assign it to Sarah Johnson
• Add a comment to item #456 mentioning the latest update
• Get details about all users in the Sales team

Best Practices

When building agents with Monday.com tools:

• Be specific with board names: Include exact board names in your agent instructions to avoid confusion
• Use bulk operations wisely: For importing multiple records, use create_multiple_items rather than creating items individually
• Leverage search: The search_items tool supports advanced filtering - use it to find exactly what you need
• Track changes: Use activity logs to monitor pipeline velocity and team performance
• Consider permissions: When using personal credentials, remember that agents inherit the user's permissions

Example Agent Instructions

Here's an example of how to configure a CRM agent with Monday.com tools:

You are a CRM assistant with access to our Monday.com sales boards:
- "Leads" board for new prospects
- "Opportunities" board for qualified deals
- "Customers" board for closed-won accounts

When asked to:
- Add a new lead: Create an item in the Leads board with all provided details
- Qualify a lead: Move the item from Leads to Opportunities board
- Close a deal: Update the status column to "Closed Won" and move to Customers board
- Report on pipeline: Use search_items and get_board_analytics to provide insights

Always confirm actions with the user before making changes to important deals.