Monday Automation

Monday.com Automation via Rube MCP

Selective Reading Rule

Start with:

• references/senior-master-standard.md
• references/usage-routing.md
• references/quality-checklist.md

Then load only the inherited docs, scripts, assets, or examples that match the user's actual task.

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

When to Use

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

Limitations

• Use this skill only when the task clearly matches the scope described above.
• Do not treat the output as a substitute for environment-specific validation, testing, or expert review.
• Stop and ask for clarification if required inputs, permissions, safety boundaries, or success criteria are missing.