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pleasefixai/monday-crm

v1.0.1MIT

Contacts, accounts, deals and activities in your monday CRM boards.

forecast

Build a forecast dashboard in monday — committed, best-case, and pipeline views by close month, rendered as real dashboard widgets. Use when someone says "build me a forecast", "show me Q2 pipeline", "Salesforce-style forecast", "forecast dashboard", "commit vs best-case", "what's our number this quarter", "how are we tracking to quota", "weighted pipeline", "deal rollup", "Clari-style", "pipeline by month", or "what's in commit".

Read SKILL.md at the source

Pinned to revision 4e8964e24a5a, so it is the text this page describes rather than whatever the author pushed since.

Pre-approved tools experimental

Experimental field. Support varies between clients, so this list is what the author declared, not what your client will enforce.

  • Read
  • mcp__monday_crm__get_user_context
  • mcp__monday_crm__list_workspaces
  • mcp__monday_crm__search
  • mcp__monday_crm__get_board_info
  • mcp__monday_crm__get_column_type_info
  • mcp__monday_crm__get_board_items_page
  • mcp__monday_crm__board_insights
  • mcp__monday_crm__create_dashboard
  • mcp__monday_crm__create_widget
  • mcp__monday_crm__create_doc
  • mcp__monday_crm__create_notification
  • mcp__monday_crm__create_column
  • mcp__monday_crm__change_item_column_values
  • mcp__monday_crm__list_users_and_teams
  • mcp__monday_crm__all_monday_api

Files

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