monday.com

Connect monday.com so agents can review boards, find stalled items, read updates, and change items through your Approvals

Connect monday.com so CloudThinker can review boards, find items that stopped moving, read item updates and docs, and create or change items when you ask. monday.com uses OAuth through its hosted MCP server, so there’s no token to create or paste.

Prerequisites

• A monday.com account that can open the boards you want CloudThinker to read.
• Permission in your monday.com account to authorize a third-party app.
• Edit rights on a board, only if you want agents to create items, change column values, or post updates there.
• Permission to manage connections in your CloudThinker workspace. monday.com works on every CloudThinker plan.

Setup

1. Open monday.com in CloudThinker

   In the sidebar, click More → Workspace settings → Connections. On the Builtin Connections tab, search for monday.com and click Connect.

2. Authorize in monday.com

   monday.com opens in a new window. If your browser blocks it, a dialog appears instead: click Open monday.com. Sign in with the account whose boards CloudThinker should see, then approve access. The window closes on its own.

   If your browser is already signed in to a different monday.com account, sign out of it first.

3. Return to CloudThinker

   Back in CloudThinker, there’s nothing to click. CloudThinker stores the OAuth tokens and tests the connection.

   Success state: monday.com shows a Connected status.

Connection details

There are no fields to fill in.

Item	Description
OAuth tokens	Issued by monday.com when you approve access and stored by CloudThinker. Reconnect to replace them.

A workspace holds one monday.com connection, so it reaches one monday.com account. To switch accounts, disconnect it and connect again.

Required permissions

CloudThinker acts as the account that authorized the connection. A board that account can’t open stays invisible to agents.

Access	What it covers
Read	Workspaces, boards, items, item updates, board activity, docs, users and teams, automations, and monday dev sprints (monday dev is monday.com’s product for software teams, with sprint boards)
Write	Three actions only: create an item, change an item’s column values, post an update on an item

Every change an agent makes goes through your workspace’s Approvals first. On the default Auto · Rules + AI · Ask me mode, AI judgment can let a safe change run without asking — and an Allow Rule can too, once CloudThinker turns on Rule enforcement for your workspace. Choose Manual to approve every change yourself.

CloudThinker can’t create or delete boards, workspaces, docs, or dashboards, and it can’t delete or archive items.

Authorize with an account that only sees the boards CloudThinker needs. Anything an agent creates has to be removed in monday.com itself.

Agent capabilities

Capability	What CloudThinker does	Checked by Approvals
Account discovery	Lists your workspaces, their boards, users, and teams, and returns the board IDs other requests need	No
Board review	Summarizes a board’s groups and columns and how its items split by status and owner	No
Stalled work	Finds items that haven’t moved in a window you set (14 days by default), oldest first, skipping items marked Done	No
Item context	Reads an item’s updates, the board’s activity, and monday docs	No
Sprint reporting	Reads monday dev sprint boards, sprint details, and sprint summaries	No
Item changes	Creates an item, changes column values, or posts an update	Yes

Verify the connection

List my monday.com workspaces and the boards in each one, with their board IDs

You should see your workspace names and boards you recognize. If a board you expect is missing, see Troubleshooting.

Example prompts

Review the Sprint Tasks board and show how open items split by status and owner
Which items on the Sprint Tasks board haven't moved in 21 days? Treat Done and Shipped as finished
Post an update on the "Checkout timeout" item saying the fix is in review

If your board uses a finished label other than Done, name it as in the second prompt. The third prompt is a write, so it goes through your Approvals before it runs.

Troubleshooting

The OAuth window doesn't finish

Your browser is likely signed in to a different monday.com account. Sign out, sign in to the intended account, and click Connect again.

An agent reports a board as empty

monday.com answers an unknown, deleted, or hidden board ID with an empty record instead of an error. Ask CloudThinker to list your workspaces and boards first, then refer to the board by a name or ID from that list.

A board you can see in monday.com is missing

The connection was authorized by an account without access to that board. Reconnect with an account that can open it. Boards are listed per workspace, so ask about the workspace that holds the board.

A sprint summary comes back unavailable

Sprint summaries only exist on monday dev sprint boards that have a sprint summary column. For other boards, ask for a board review or sprint details instead.

Requests fail with 401 or 403

A 401 means the OAuth token expired or was revoked, so reconnect monday.com. A 403 means the authorizing account can’t see that board or workspace, so reconnect with one that can.

A request fails with a rate limit or complexity error

monday.com limits how much board data one request can pull. Wait a minute, then narrow the request to one board, one group, or fewer items.

Security

• Least privilege — grant only the permissions the agents need for your use case; start read-only and widen later.
• Read-only by default — use read-only credentials unless you want agents to make changes through this connection.
• Rotate credentials — rotate keys and tokens on your normal schedule; CloudThinker picks up the new value when you update the connection.
• Revoke on offboarding — remove the credential at the provider when you delete a connection or a teammate leaves.

• Small write surface. Agents can only create an item, change column values, or post an update. Every other monday.com change stays with your team.
• No delete path. CloudThinker can’t delete or archive what it creates, so choose Manual so a person approves every change, and review each approval request before you confirm it. Once CloudThinker turns on Rule enforcement for your workspace, an Ask first Rule can do the same for this connection alone.
• Revoke in monday.com too. When you remove the connection, also remove CloudThinker from the apps your monday.com account has authorized.

Related

Connections

Browse every service CloudThinker agents can use.

Approvals

See how CloudThinker asks before it changes a connected service.