monday-automation

# Monday.com Automation via Rube MCP

Automate Monday.com work management workflows including board creation, item management, column value updates, group organization, subitems, and update/comment threads through Composio's Monday toolkit.

## Prerequisites

- Rube MCP must be connected (RUBE_SEARCH_TOOLS available)
- Active Monday.com connection via `RUBE_MANAGE_CONNECTIONS` with toolkit `monday`
- Always call `RUBE_SEARCH_TOOLS` first to get current tool schemas

## Setup

**Get Rube MCP**: Add `https://rube.app/mcp` as an MCP server in your client configuration. No API keys needed — just add the endpoint and it works.

1. Verify Rube MCP is available by confirming `RUBE_SEARCH_TOOLS` responds
2. Call `RUBE_MANAGE_CONNECTIONS` with toolkit `monday`
3. If connection is not ACTIVE, follow the returned auth link to complete Monday.com OAuth
4. Confirm connection status shows ACTIVE before running any workflows

## Core Workflows

### 1. Create and Manage Boards

**When to use**: User wants to create a new board, list existing boards, or set up workspace structure.

**Tool sequence**:
1. `MONDAY_GET_WORKSPACES` - List available workspaces and resolve workspace ID [Prerequisite]
2. `MONDAY_LIST_BOARDS` - List existing boards to check for duplicates [Optional]
3. `MONDAY_CREATE_BOARD` - Create a new board with name, kind, and workspace [Required]
4. `MONDAY_CREATE_COLUMN` - Add columns to the new board [Optional]
5. `MONDAY_CREATE_GROUP` - Add groups to organize items [Optional]
6. `MONDAY_BOARDS` - Retrieve detailed board metadata [Optional]

**Key parameters**:
- `board_name`: Name for the new board (required)
- `board_kind`: "public", "private", or "share" (required)
- `workspace_id`: Numeric workspace ID; omit for default workspace
- `folder_id`: Folder ID; must be within `workspace_id` if both provided
- `template_id`: ID of accessible template to clone

**Pitfalls**:
- `board_kind` is required and must be one of: "public", "private", "share"
- If both `workspace_id` and `folder_id` are provided, the folder must exist within that workspace
- `template_id` must reference a template the authenticated user can access
- Board IDs are large integers; always use the exact value from API responses

### 2. Create and Manage Items

**When to use**: User wants to add tasks/items to a board, list existing items, or move items between groups.

**Tool sequence**:
1. `MONDAY_LIST_BOARDS` - Resolve board name to board ID [Prerequisite]
2. `MONDAY_LIST_GROUPS` - List groups on the board to get group_id [Prerequisite]
3. `MONDAY_LIST_COLUMNS` - Get column IDs and types for setting values [Prerequisite]
4. `MONDAY_CREATE_ITEM` - Create a new item with name and column values [Required]
5. `MONDAY_LIST_BOARD_ITEMS` - List all items on the board [Optional]
6. `MONDAY_MOVE_ITEM_TO_GROUP` - Move an item to a different group [Optional]
7. `MONDAY_ITEMS_PAGE` - Paginated item retrieval with filtering [Optional]

**Key parameters**:
- `board_id`: Board ID (required, integer)
- `item_name`: Item name, max 256 characters (required)
- `group_id`: Group ID string to place the item in (optional)
- `column_values`: JSON object or string mapping column IDs to values

**Pitfalls**:
- `column_values` must use column IDs (not titles); get them from `MONDAY_LIST_COLUMNS`
- Column value formats vary by type: status uses `{"index": 0}` or `{"label": "Done"}`, date uses `{"date": "YYYY-MM-DD"}`, people uses `{"personsAndTeams": [{"id": 123, "kind": "person"}]}`
- `item_name` has a 256-character maximum
- Subitem boards are NOT supported by `MONDAY_CREATE_ITEM`; use GraphQL via `MONDAY_CREATE_OBJECT`

### 3. Update Item Column Values

**When to use**: User wants to change status, date, text, or other column values on existing items.

**Tool sequence**:
1. `MONDAY_LIST_COLUMNS` or `MONDAY_COLUMNS` - Get column IDs and types [Prerequisite]
2. `MONDAY_LIST_BOARD_ITEMS` or `MONDAY_ITEMS_PAGE` - Find the target item ID [Prerequisite]
3. `MONDAY_CHANGE_SIMPLE_COLUMN_VALUE` - Update text, status, or dropdown with a string value [Required]
4. `MONDAY_UPDATE_ITEM` - Update complex column types (timeline, people, date) with JSON [Required]

**Key parameters for MONDAY_CHANGE_SIMPLE_COLUMN_VALUE**:
- `board_id`: Board ID (integer, required)
- `item_id`: Item ID (integer, required)
- `column_id`: Column ID string (required)
- `value`: Simple string value (e.g., "Done", "Working on it")
- `create_labels_if_missing`: true to auto-create status/dropdown labels (default true)

**Key parameters for MONDAY_UPDATE_ITEM**:
- `board_id`: Board ID (integer, required)
- `item_id`: Item ID (integer, required)
- `column_id`: Column ID string (required)
- `value`: JSON object matching the column type schema
- `create_labels_if_missing`: false by default; set true for status/dropdown

**Pitfalls**:
- Use `MONDAY_CHANGE_SIMPLE_COLUMN_VALUE` for simple text/status/dropdown updates (string value)
- Use `MONDAY_UPDATE_ITEM` for complex types like timeline, people, date (JSON value)
- Column IDs are lowercase strings with underscores (e.g., "status_1", "date_2", "text"); get them from `MONDAY_LIST_COLUMNS`
- Status values can be set by label name ("Done") or index number ("1")
- `create_labels_if_missing` defaults differ: true for CHANGE_SIMPLE, false for UPDATE_ITEM

### 4. Work with Groups and Board Structure

**When to use**: User wants to organize items into groups, add columns, or inspect board structure.

**Tool sequence**:
1. `MONDAY_LIST_BOARDS` - Resolve board ID [Prerequisite]
2. `MONDAY_LIST_GROUPS` - List all groups on a board [Required]
3. `MONDAY_CREATE_GROUP` - Create a new group [Optional]
4. `MONDAY_LIST_COLUMNS` or `MONDAY_COLUMNS` - Inspect column structure [Required]
5. `MONDAY_CREATE_COLUMN` - Add a new column to the board [Optional]
6. `MONDAY_MOVE_ITEM_TO_GROUP` - Reorganize items across groups [Optional]

**Key parameters**:
- `board_id`: Board ID (required for all group/column operations)
- `group_name`: Name for new group (CREATE_GROUP)
- `column_type`: Must be a valid GraphQL enum token in snake_case (e.g., "status", "text", "long_text", "numbers", "date", "dropdown", "people")
- `title`: Column display title
- `defaults`: JSON string for status/dropdown labels, e.g., `'{"labels": ["To Do", "In Progress", "Done"]}'`

**Pitfalls**:
- `column_type` must be exact snake_case values; "person" is NOT valid, use "people"
- Group IDs are strings (e.g., "topics", "new_group_12345"), not integers
- `MONDAY_COLUMNS` accepts an array of `board_ids` and returns column metadata including settings
- `MONDAY_LIST_COLUMNS` is simpler and takes a single `board_id`

### 5. Manage Subitems and Updates

**When to use**: User wants to view subitems of a task or add comments/updates to items.

**Tool sequence**:
1. `MONDAY_LIST_BOARD_ITEMS` - Find parent item IDs [Prerequisite]
2. `MONDAY_LIST_SUBITEMS_BY_PARENT` - Retrieve subitems with column values [Required]
3. `MONDAY_CREATE_UPDATE` - Add a comment/update to an item [Optional]
4. `MONDAY_CREATE_OBJECT` - Create subitems via GraphQL mutation [Optional]

**Key parameters for MONDAY_LIST_SUBITEMS_BY_PARENT**:
- `parent_item_ids`: Array of parent item IDs (integer array, required)
- `include_column_values`: true to include column data (default true)
- `include_parent_fields`: true to include parent item info (default true)

**Key parameters for MONDAY_CREATE_OBJECT** (GraphQL):
- `query`: Full GraphQL mutation string
- `variables`: Optional variables object

**Pitfalls**:
- Subitems can only be queried through their parent items
- To create subitems, use `MONDAY_CREATE_OBJECT` with a `create_subitem` GraphQL mutation
- `MONDAY_CREATE_UPDATE` is for adding comments/updates to items (Monday's "updates" feature), not for modifying item values
- `MONDAY_CREATE_OBJECT` is a raw GraphQL endpoint; ensure correct mutation syntax

## Common Patterns

### ID Resolution
Always resolve display names to IDs before operations:
- **Board name -> board_id**: `MONDAY_LIST_BOARDS` and match by name
- **Group name -> group_id**: `MONDAY_LIST_GROUPS` with `board_id`
- **Column title -> column_id**: `MONDAY_LIST_COLUMNS` with `board_id`
- **Workspace name -> workspace_id**: `MONDAY_GET_WORKSPACES` and match by name
- **Item name -> item_id**: `MONDAY_LIST_BOARD_ITEMS` or `MONDAY_ITEMS_PAGE`

### Pagination
Monday.com uses cursor-based pagination for items:
- `MONDAY_ITEMS_PAGE` returns a `cursor` in the response for the next page
- Pass the `cursor` to the next call; `board_id` and `query_params` are ignored when cursor is provided
- Cursors are cached for 60 minutes
- Maximum `limit` is 500 per page
- `MONDAY_LIST_BOARDS` and `MONDAY_GET_WORKSPACES` use page-based pagination with `page` and `limit`

### Column Value Formatting
Different column types require different value formats:
- **Status**: `{"index": 0}` or `{"label": "Done"}` or simple string "Done"
- **Date**: `{"date": "YYYY-MM-DD"}`
- **People**: `{"personsAndTeams": [{"id": 123, "kind": "person"}]}`
- **Text/Numbers**: Plain string or number
- **Timeline**: `{"from": "YYYY-MM-DD", "to": "YYYY-MM-DD"}`

## Known Pitfalls

### ID Formats
- Board IDs and item IDs are large integers (e.g., 1234567890)
- Group IDs are strings (e.g., "topics", "new_group_12345")
- Column IDs are short strings (e.g., "status_1", "date4", "text")
- Workspace IDs are integers

### Rate Limits
- Monday.com GraphQL API has complexity-based rate limits
- Large boards with many columns increase query complexity
- Use `limit` parameter to reduce items per request if hitting limits

### Parameter Quirks
- `column_type` for CREATE_COLUMN must be exact snake_case enum values; "people" not "person"
- `column_values` in CREATE_ITEM accepts both JSON string and object formats
- `MONDAY_CHANGE_SIMPLE_COLUMN_VALUE` auto-creates missing labels by default; `MONDAY_UPDATE_ITEM` does not
- `MONDAY_CREATE_OBJECT` is a raw GraphQL interface; use it for operations without dedicated tools (e.g., create_subitem, delete_item, archive_board)

### Response Structure
- Board items are returned as arrays with `id`, `name`, and `state` fields
- Column values include both raw `value` (JSON) and rendered `text` (display string)
- Subitems are nested under parent items and cannot be queried independently

## Quick Reference

| Task | Tool Slug | Key Params |
|------|-----------|------------|
| List workspaces | `MONDAY_GET_WORKSPACES` | `kind`, `state`, `limit` |
| Create workspace | `MONDAY_CREATE_WORKSPACE` | `name`, `kind` |
| List boards | `MONDAY_LIST_BOARDS` | `limit`, `page`, `state` |
| Create board | `MONDAY_CREATE_BOARD` | `board_name`, `board_kind`, `workspace_id` |
| Get board metadata | `MONDAY_BOARDS` | `board_ids`, `board_kind` |
| List groups | `MONDAY_LIST_GROUPS` | `board_id` |
| Create group | `MONDAY_CREATE_GROUP` | `board_id`, `group_name` |
| List columns | `MONDAY_LIST_COLUMNS` | `board_id` |
| Get column metadata | `MONDAY_COLUMNS` | `board_ids`, `column_types` |
| Create column | `MONDAY_CREATE_COLUMN` | `board_id`, `column_type`, `title` |
| Create item | `MONDAY_CREATE_ITEM` | `board_id`, `item_name`, `column_values` |
| List board items | `MONDAY_LIST_BOARD_ITEMS` | `board_id` |
| Paginated items | `MONDAY_ITEMS_PAGE` | `board_id`, `limit`, `query_params` |
| Update column (simple) | `MONDAY_CHANGE_SIMPLE_COLUMN_VALUE` | `board_id`, `item_id`, `column_id`, `value` |
| Update column (complex) | `MONDAY_UPDATE_ITEM` | `board_id`, `item_id`, `column_id`, `value` |
| Move item to group | `MONDAY_MOVE_ITEM_TO_GROUP` | `item_id`, `group_id` |
| List subitems | `MONDAY_LIST_SUBITEMS_BY_PARENT` | `parent_item_ids` |
| Add comment/update | `MONDAY_CREATE_UPDATE` | `item_id`, `body` |
| Raw GraphQL mutation | `MONDAY_CREATE_OBJECT` | `query`, `variables` |

## When to Use
This skill is applicable to execute the workflow or actions described in the overview.