monday-crm
PackDocs & knowledgemonday-crm is a plugin that lets an AI agent manage a monday CRM workspace through plain-language requests. It can build pipelines, produce ranked deal briefings, create forecast dashboards, audit board health, clean up data in bulk, and turn meeting notes into deal updates. Changes are written back into monday as real updates, docs, or dashboards.
Unavailable. Delivery for this kind is on the roadmap — not serving yet.
Have a monday CRM account with boards the agent should work in.
What your AI can do with it
- Build a CRM pipeline from scratch in monday
- Start the day with a ranked deal briefing
- Spin up a forecast dashboard
- Audit board health
- Clean up messy data in bulk
- Turn meeting notes into deal updates
Getting started
- Have a monday CRM account with boards the agent should work in.
- Install the monday-crm plugin in your agent setup.
- Connect it to your monday account so the agent can read and write boards.
- Ask the agent in plain language, for example to build a pipeline or produce a deal briefing.
Signals
- GitHub stars
- 37k
- Forks
- 4k
- Last commit
- Sep 2026
Questions
- Does the agent actually write changes into monday?
- Yes. Every skill writes back into monday as a real update, doc, or dashboard.
- Can it fix messy data?
- It can clean up messy data in bulk across your boards.
- What can I do with meeting notes?
- You can turn meeting notes into deal updates on the relevant deals.
- Do I need to know a query language to use it?
- No. You run your monday CRM in plain language by asking the agent for what you want.
Advanced
- Item type
- plugin
- Key
anthropics-claude-plugins-official-monday-crm- Source
- github.com/anthropics/claude-plugins-official