Monday.com Toolkit
The Monday.com toolkit connects a Monday.com account to agents and workflows using OAuth and lets you list workspaces and boards, read and search items, create and update items and subitems, change statuses, post updates, and archive items. The toolkit runs with the connected Monday.com account's permissions.
Prerequisites
- An active Monday.com account with access to the boards the agent or workflow should use.
- An agent or workflow where you can configure a toolkit.
- Your administrator must have configured a Monday.com OAuth integration (Client ID and Client Secret) before you can connect.
- For best practice, use a dedicated service account subscribed only to the boards the agent should access. Shared connections can see every board that account can see.
Always use explicit board, item, and group IDs returned by list or get tools — never type display names into board_id, item_id, or group_id. Call Get Board Schema before any write that touches columns, so column IDs and status labels match the board exactly. There is no delete tool — Archive Item is the removal action and is recoverable in Monday.com.
Setup
- Open an agent or workflow
Create or open an agent and add the Monday.com toolkit, or add a Monday.com node to a workflow.
- Enable only the tools you need
Start with read-only tools: Get Me, Get Workspaces, Get Boards, Get Board Schema, and Get Items. Add write tools only after a read path is working.
- Sign in with Monday.com
Send a request or select the Monday.com sign-in action when prompted. Sign in with the Monday.com account that can access the boards the agent should use, and install the app if Monday.com requests it.
- Test with read actions first
Run Get Me to confirm the connection and Get Boards to list accessible boards. Use a disposable board for all write testing and confirm results in Monday.com after each write.
Available tools
Account
| Tool | Description |
|---|---|
| Get Me | Returns the connected user's ID, name, email, timezone, and account slug. Run this first to confirm the connection. |
| Get Users | Lists user IDs, names, emails, and titles. Use for People column values. |
Workspaces and Boards
| Tool | Description |
|---|---|
| Get Workspaces | Lists workspace IDs, names, and kinds. |
| Get Boards | Lists board IDs, names, state, and workspace ID. Filter by workspace ID when the account has many boards. |
| Get Board Schema | Returns groups, columns, column types, and status labels for a board. Required before creating or updating items with column values. |
Read Items
| Tool | Description |
|---|---|
| Get Items | Lists active items on a board with cursor pagination. Optional group ID and column filters. Do not combine group ID and cursor in one request. |
| Get Item | Returns typed column values, board, and subitems for a single item. |
| Search Items | Searches items on a board by name or a specific column value using contains-text matching. |
| Get Updates | Returns updates and replies posted on an item. |
Write Items
| Tool | Description |
|---|---|
| Create Item | Creates a new item on a board. Item name maximum 255 characters. Call Get Board Schema first if sending column values. Requires confirmation before running. |
| Create Subitem | Creates a subitem under a parent item with optional column values. Requires confirmation before running. |
| Update Columns | Updates column values on an existing item. Writable columns only — formula, files, and auto-number columns are rejected. Requires confirmation before running. |
| Set Status | Sets a status column value using a label that already exists on the board. Uses the first status column when no column ID is specified. Requires confirmation before running. |
| Move To Group | Moves an item to a different group on the same board. Requires confirmation before running. |
| Create Update | Posts an update message on an item. Requires confirmation before running. |
| Rename Item | Renames an existing item. Requires confirmation before running. |
| Archive Item | Archives an item. Recoverable from Monday.com. There is no permanent delete tool. Requires confirmation before running. |
Use cases
- List a board's items, find overdue tasks by status, and post an update on each one summarizing next steps.
- Create a new item on a project board when a form is submitted, mapping form fields to the correct board columns.
- Search a board for a specific item by name, read its current status, and move it to a new group when a condition is met.
- Get a board's schema and generate a weekly summary of items grouped by status label.
- Create subitems under a parent task after a workflow trigger, assigning each to a different team member.
Troubleshooting
| Symptom | Likely cause | Fix |
|---|---|---|
client_id is missing | Monday.com OAuth is not configured in the toolkit. | Ask your administrator to save the Client ID and Secret in the Monday.com toolkit configuration. |
invalid_scope on authorize | A required OAuth scope is not enabled on the Monday.com app version. | Ask your administrator to enable the required scopes in the Monday Developer Center and promote the app version. |
invalid_grant or not_found after authorizing | The app version does not have New OAuth Flow enabled, or the authorization tab was reused after a session expired. | Ask your administrator to enable New OAuth Flow on the app version, then start the Connect flow again. |
| Redirect URI mismatch | The redirect URI in the Monday Developer Center does not match the one configured in the toolkit. | Ask your administrator to ensure both redirect URIs match exactly. |
| Get Boards or Get Items returns empty results | The signed-in Monday.com account cannot see the board, or the wrong board ID was used. | Confirm the account has access to the board in Monday.com and use the board ID returned by Get Boards. |
| Create Item or Update Columns failed | Column IDs or status labels do not match the board's schema. | Run Get Board Schema and use the column IDs and status labels returned by that tool. |
| Write tool shows a confirmation prompt | Expected behavior — write tools require confirmation before running. | Confirm the action in chat; the confirmation prompt is not a connection failure. |
missingRequiredPermissions error | The Monday.com app is missing a scope, or the connected user cannot access that board. | Ask your administrator to enable the missing scope, promote the app version, and reconnect. |