# Monday.com Integration

Give your AI agent the ability to manage boards, items, and updates in Monday.com.

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Connect Monday.com to your Chipp AI so it can browse boards, create and update items, post updates, and search across your workspace -- all through natural conversation.

## What the AI Can Do

Once connected, your agent gains seven tools:

| Tool | Description |
|------|-------------|
| **monday_list_boards** | List boards with their columns and groups (use to discover board structure) |
| **monday_list_items** | List items (rows) in a board, optionally filtered by group |
| **monday_get_item** | Get full details for a specific item including column values and recent updates |
| **monday_create_item** | Create a new item with column values and group placement |
| **monday_update_item** | Update column values on an existing item |
| **monday_add_update** | Post a comment/update to an item (HTML supported) |
| **monday_search_items** | Search items in a board by column value (use `column_id: "name"` to search by item name) |

## Connecting Monday.com


  **1.** 
    <strong>Open the Integrations tab</strong>

    In your app's builder, navigate to the **Build** section and select the **Integrations** tab. Find **Monday.com** in the list of available integrations.
  


  **2.** 
    <strong>Click Connect</strong>

    Click the **Connect** button next to Monday.com. You will be redirected to Monday.com's authorization page.
  


  **3.** 
    <strong>Approve permissions</strong>

    Monday.com will show the permissions the integration is requesting (read your account profile, read and write boards and items, post updates). Approve to continue.

    > **Note:** The integration can access every board your Monday.com user account has access to. If you want to scope access more tightly, create a dedicated Monday.com user with access only to the boards you want the AI to use, and authorize from that account.
  


  **4.** 
    <strong>Test it out</strong>

    Once connected, open the chat preview and try:
    - "List my Monday boards"
    - "Show me the items in the Sales Pipeline board"
    - "Create a new task called 'Follow up with Acme' on the CRM board"
  


## Working with Boards

### Discovering Board Structure

Boards in Monday.com have **columns** (status, person, date, text, etc.) and **groups** (sections that group items). The agent will typically call `monday_list_boards` first to learn the structure of your workspace, then use the column and group IDs when creating or updating items.

### Creating Items

When creating an item, the agent can specify:
- The board to create it in
- The group to place it under (optional -- defaults to the first group)
- Column values (status, person, date, text, etc.)

### Searching

Search is board-scoped -- the agent picks a board first, then searches within it. To search by item name, the agent uses `column_id: "name"`.

## Example Use Cases

- **Project tracking** -- "What tasks are blocked on the Q2 Roadmap board?"
- **Task entry** -- "Create a new task called 'Review pricing proposal' on the Sales board, assigned to Sarah, due Friday"
- **Status updates** -- "Mark the 'Onboarding' item as done"
- **Comments** -- "Add a note to the Acme deal item that we discussed pricing this morning"
- **Daily standup** -- "Show me items in the 'In Progress' group on the Engineering board"
- **CRM-style workflows** -- Track contacts, deals, or accounts in a Monday.com board through conversation

## Notes on the Integration

- **Token longevity** -- Monday.com OAuth tokens are long-lived and do not expire. You only need to reconnect if you revoke access from Monday.com or want to switch accounts.
- **Auth scopes** -- Monday.com configures the requested permissions in the Developer Hub itself, so you'll see them on the consent screen rather than as a list of scopes in the URL.

## Billing

Monday.com tool calls use your standard LLM token billing. There is no separate per-call fee.