setup

monday CRM — Setup

Guide the user through first-run connection of the bundled monday MCP connector, then triage whether they are an existing CRM user or a new one.

This skill is read-only. It never writes to monday — only checks the connection and reads board metadata.

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Step 1: No-account detection

Before attempting the MCP connection, ask the user:

Welcome to the monday CRM plugin. This plugin connects Claude to your monday.com CRM boards via the official monday MCP connector.

Do you have a monday.com account? (yes / no / not sure)

• yes → continue to Step 2.

• no →

  Don't have a monday account yet? monday CRM has a free tier — start at https://monday.com/crm. Once your account is set up, come back and run /monday-crm:setup to connect it here.

  Stop.

• not sure →

  No worries — let's try connecting. If you have an account, the OAuth flow will find it.

  Continue to Step 2.

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Step 2: Check connector status

Call mcp__monday__get_user_context.

• Success → the monday MCP connector is already connected. Continue to Step 4 (Triage).
• Connection error / tool not found → the monday MCP connector is not yet connected. Continue to Step 3.

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Step 3: Prompt OAuth connection

Print:

The monday CRM plugin needs the monday MCP connector to work. This plugin bundles the connector — Claude Code will prompt you to authorize via OAuth in your browser.

What to expect:

1. A browser window opens to monday.com.
2. Sign in (or approve if already signed in).
3. Grant the MCP app access to your workspaces.
4. The browser closes and you're back here.

If the OAuth prompt didn't appear, you can trigger it manually:

/mcp

Look for the monday server in the list and click "Connect".

Ask via AskUserQuestion: "Ready to connect? (yes / I need help / skip for now)"

• yes → attempt mcp__monday__get_user_context again (the OAuth flow should have triggered automatically when the tool was called). If it succeeds, continue to Step 4. If it still fails, go to Step 5.
• I need help → go to Step 5.
• skip for now → print: "No problem. Run /monday-crm:setup whenever you're ready." Stop.

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Step 4: Triage — existing CRM user or new user?

Goal: Detect whether the user already has CRM-shaped boards and route to the right next skill.

1. Call mcp__monday__search with query terms: deals, pipeline, leads, contacts, opportunities, accounts, sales.
2. Also call mcp__monday__list_workspaces to enumerate workspaces.
3. Evaluate the results:

If CRM-shaped boards are found (boards whose names contain deal, pipeline, lead, contact, opportunity, account, sales, or similar CRM terms):

monday MCP is connected. You're signed in as {user.name} ({user.email}).

I found existing CRM boards in your workspace: {list board names with item counts}

You're all set. Here are the skills that work with your existing boards:

• /monday-crm:morning-briefing — daily pipeline digest
• /monday-crm:forecast-dashboard — commit / best-case / pipeline view
• /monday-crm:board-diagnosis — structural audit of your CRM board
• /monday-crm:bulk-data-hygiene — clean and normalize your CRM data
• /monday-crm:meeting-to-opportunity — sync meeting notes to deals

Want to start with your morning briefing?

Stop.

If no CRM-shaped boards are found (the user has a monday account but no CRM setup):

monday MCP is connected. You're signed in as {user.name} ({user.email}).

I didn't find any CRM boards in your workspace yet. Would you like to:

• Build a CRM from scratch — run /monday-crm:workspace-builder to set up deal boards, contacts, and pipeline stages tailored to your business.
• I already have CRM boards — tell me the board name and I'll find it.
• Just exploring — no problem. Run any skill when you're ready.

Stop.

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Step 5: Troubleshoot

Print:

Troubleshooting the monday MCP connection:

1. Check /mcp list — the monday server should appear. If missing, the plugin may not be enabled. Run:

   claude plugin enable monday-crm
   

   Then restart Claude Code or run /reload-plugins.

2. OAuth didn't open a browser — if you're in a headless or remote environment, OAuth may not redirect. Try running Claude Code on a machine with a browser, or configure the monday MCP manually:

   claude mcp add --transport http monday https://mcp.monday.com/mcp
   

3. Workspace not visible — the monday MCP app may not be installed in your workspace. Visit the monday MCP app in the marketplace and install it to your account.

4. Still stuck — reach out on the monday community or check the monday MCP repo for known issues.

Stop.