Monday

Monday 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

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

Authentication Setup

To connect Monday.com to Dust:

Click on the Monday tool in your workspace
Complete the OAuth flow using the installation URL
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

	Description	Benefits
Personal credentials (recommended)	Each user uses their own Monday.com credentials. Agents can only perform actions the current user can perform in Monday.com	More secure, granular permissions
Workspace credentials	All users share the admin’s Monday.com credentials when using Monday tools. All agent actions use the admin’s account	Simpler setup, no per-user authentication

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

Tool	Description
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

Tool	Description
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

Tool	Description
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

Tool	Description
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

Tool	Description
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

Tool	Description
create_update	Adds an update (comment) to an item

User Management

Tool	Description
find_user_by_name	Finds a user by name
get_user_details	Retrieves details about a specific user

Analytics & Activity

Tool	Description
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

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

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

Personal Credentials Usage

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

When you first use an agent with the Monday tool, you’ll see a connection prompt
Click on the Connect button to authenticate with your own Monday.com credentials
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.

Personal credentials provide better securityWith personal credentials, each user’s actions are tracked individually, and agents can only access what the user can access in Monday.com.

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.

Latest Updates

Use cases

Agents

Skills

Capabilities

Pods

Admins

Developers

Deprecated

Use Case Examples

Authentication Setup

Personal credentials vs Workspace credentials

Available Tools

Board Management

Item Management

Group Management

Column Management

Subitem Management

Updates & Comments

User Management

Analytics & Activity

Adding Monday Tools to Agents

Personal Credentials Usage

CRM Pipeline Management

Project Tracking

Analytics & Reporting

Team Coordination

Best Practices

Example Agent Instructions

​Use Case Examples

​Authentication Setup

​Personal credentials vs Workspace credentials

​Available Tools

​Board Management

​Item Management

​Group Management

​Column Management

​Subitem Management

​Updates & Comments

​User Management

​Analytics & Activity

​Adding Monday Tools to Agents

​Personal Credentials Usage

​CRM Pipeline Management

​Project Tracking

​Analytics & Reporting

​Team Coordination

​Best Practices

​Example Agent Instructions

Use Case Examples

Authentication Setup

Personal credentials vs Workspace credentials

Available Tools

Board Management

Item Management

Group Management

Column Management

Subitem Management

Updates & Comments

User Management

Analytics & Activity

Adding Monday Tools to Agents

Personal Credentials Usage

CRM Pipeline Management

Project Tracking

Analytics & Reporting

Team Coordination

Best Practices

Example Agent Instructions