Integrations

Monday.com Integration

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

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Hunter Hodnett
Hunter Hodnett CPTO at Chipp
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# integrations # monday # project-management # productivity

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:

ToolDescription
monday_list_boardsList boards with their columns and groups (use to discover board structure)
monday_list_itemsList items (rows) in a board, optionally filtered by group
monday_get_itemGet full details for a specific item including column values and recent updates
monday_create_itemCreate a new item with column values and group placement
monday_update_itemUpdate column values on an existing item
monday_add_updatePost a comment/update to an item (HTML supported)
monday_search_itemsSearch items in a board by column value (use column_id: "name" to search by item name)

Connecting Monday.com

1

Open the Integrations tab

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

Click Connect

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

3

Approve permissions

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.

ℹ️

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

Test it out

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.