{"id":359602,"date":"2026-08-26T09:15:37","date_gmt":"2026-08-26T14:15:37","guid":{"rendered":"https:\/\/monday.com\/blog\/?p=359602"},"modified":"2026-08-26T10:03:38","modified_gmt":"2026-08-26T15:03:38","slug":"monday-and-claude","status":"publish","type":"post","link":"https:\/\/monday.com\/blog\/ai-agents\/monday-and-claude\/","title":{"rendered":"How to use the monday MCP with Claude"},"content":{"rendered":"<div class=\"text-block\" id=\"text-block-1\">\n<p><a href=\"https:\/\/monday.com\/blog\/ai-agents\/what-is-mcp-explained\/\" target=\"_blank\" rel=\"noopener\">MCP (Model Context Protocol)<\/a> gives Claude direct, permission-based access to your monday AI Workspace, so you can create items, update boards, and analyze data within Claude itself, rather than continuously switching between apps.<\/p>\n<p>This guide covers the 4-step setup, ready-to-use prompts, and how security and permissions work. We&#8217;ll also explore how monday AI Workspace teams use monday <em>inside <\/em>of Claude to run automated processes in the background.<\/p>\n<a class=\"cta-button blue-button\" aria-label=\"Get started\" href=\"https:\/\/auth.monday.com\/users\/sign_up_new\" target=\"_blank\">Get started<\/a>\n\n<\/div>\n<div class=\"text-block\" id=\"text-block-2\">\n<h2 class=\"h2 text-block__title\">Key takeaways<\/h2>\n<ul>\n<li><strong>Connect Claude to the monday AI Workspace in minutes:<\/strong> the MCP setup takes about 5 minutes and works on all monday AI Workspace plans at no extra cost.<\/li>\n<li><strong>Manage deals, boards, and reports using plain language:<\/strong> ask Claude to create items, update pipeline stages, or generate cross-board status reports then watch as Claude handles the workflow.<\/li>\n<li><strong>Your existing permissions protect your data automatically:<\/strong> Claude can only access what <em>you <\/em>can access, and every connection uses OAuth so you stay in full control.<\/li>\n<li><strong>Let monday agents handle the work that never stops:<\/strong> while you use Claude for on-demand analysis, agents like Lead Scorer and Sentiment Detector run 24\/7 in the background, flagging risks and routing leads without a single prompt.<\/li>\n<li><strong>Start small, then scale to autonomous workflows:<\/strong> begin with a few starter prompts, identify the ones you repeat most, and graduate those into automated agents over time.<\/li>\n<\/ul>\n\n<img width=\"1024\" height=\"452\" src=\"https:\/\/monday.com\/blog\/wp-content\/uploads\/2026\/05\/Claude-AI-Homepage-1024x452.jpg\" class=\"attachment-large size-large\" alt=\"\" loading=\"lazy\" decoding=\"async\" srcset=\"https:\/\/monday.com\/blog\/wp-content\/uploads\/2026\/05\/Claude-AI-Homepage-1024x452.jpg 1024w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2026\/05\/Claude-AI-Homepage-300x132.jpg 300w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2026\/05\/Claude-AI-Homepage-768x339.jpg 768w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2026\/05\/Claude-AI-Homepage-1536x678.jpg 1536w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2026\/05\/Claude-AI-Homepage.jpg 1892w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/>\n<\/div>\n<div class=\"text-block\" id=\"text-block-3\">\n<h2 class=\"h2 text-block__title\">What is monday MCP and how does it connect Claude to your workspace?<\/h2>\n<p>monday MCP gives AI assistants like Claude direct access to monday AI Workspace through OAuth-protected connections. It&#8217;s built on the Model Context Protocol (MCP), an open standard that connects AI assistants to the platforms where your work lives. If you&#8217;re already running sales pipelines, project boards, and operations on monday AI Workspace, Claude can now see and act on that work directly, without you copying data across or switching tabs.<\/p>\n<h3>What the Model Context Protocol does<\/h3>\n<p>MCP works like a translator between Claude and monday AI Workspace.<\/p>\n<ul>\n<li><strong>Without MCP:<\/strong> Claude has no awareness of what&#8217;s happening on your boards. It can&#8217;t see your deals, your project timelines, or your team&#8217;s workload.<\/li>\n<li><strong>With MCP enabled:<\/strong> Claude gains permission-based access to your boards, items, columns, docs, and dashboards, and can take actions on them directly from the chat.<\/li>\n<\/ul>\n<p>The protocol handles authentication, data formatting, and permission checks automatically. Every interaction uses the same OAuth and encryption standards already protecting your workspace.<\/p>\n<h3>How Claude talks to monday AI Workspace through MCP<\/h3>\n<p>Understanding how Claude and monday AI Workspace communicate helps you write more effective prompts and troubleshoot issues faster. Here&#8217;s how the request-response cycle works:<\/p>\n<ol>\n<li><strong>You type a simple prompt in Claude:<\/strong> Something like &#8220;Show me all deals stuck in Negotiation for more than 2 weeks on my Sales Pipeline board.&#8221;<\/li>\n<li><strong>Claude sends a structured request through the MCP connection:<\/strong> The request goes to monday AI Workspace&#8217;s hosted server, which authenticates it using OAuth and checks your permissions.<\/li>\n<li><strong>The server executes the action:<\/strong> It retrieves data, creates an item, or updates a column, then returns the result to Claude.<\/li>\n<li><strong>Claude displays the response:<\/strong> The chat shows the answer, often with clickable links back to the relevant board or item on monday AI Workspace.<\/li>\n<\/ol>\n<h3>Which Claude plans support monday MCP?<\/h3>\n<p>Your Claude subscription tier determines MCP compatibility. MCP is available on all AI Workspace plans at no extra cost. Here&#8217;s what each Claude plan offers:<\/p>\n\n<table id=\"tablepress-3792\" class=\"tablepress tablepress-id-3792\">\n<thead>\n<tr class=\"row-1\">\n\t<th class=\"column-1\">Claude plan<\/th><th class=\"column-2\">MCP support<\/th><th class=\"column-3\">Notes<\/th>\n<\/tr>\n<\/thead>\n<tbody class=\"row-striping row-hover\">\n<tr class=\"row-2\">\n\t<td class=\"column-1\">Claude Free<\/td><td class=\"column-2\">Limited<\/td><td class=\"column-3\">Basic MCP connections available; may have rate limits on interactions<\/td>\n<\/tr>\n<tr class=\"row-3\">\n\t<td class=\"column-1\">Claude Pro<\/td><td class=\"column-2\">Full support<\/td><td class=\"column-3\">Full MCP functionality with standard usage limits<\/td>\n<\/tr>\n<tr class=\"row-4\">\n\t<td class=\"column-1\">Claude Team<\/td><td class=\"column-2\">Full support<\/td><td class=\"column-3\">Designed for team-based workflows with shared MCP connections<\/td>\n<\/tr>\n<tr class=\"row-5\">\n\t<td class=\"column-1\">Claude Enterprise<\/td><td class=\"column-2\">Full support<\/td><td class=\"column-3\">Advanced admin controls and higher rate limits for organization-wide use<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<!-- #tablepress-3792 from cache -->\n<p>Check Anthropic&#8217;s current plan documentation for the latest details on MCP connection limits per tier, as these may evolve.<\/p>\n\n<\/div>\n<div class=\"text-block\" id=\"text-block-4\">\n<h2 class=\"h2 text-block__title\">4 steps to connect Claude to monday MCP<\/h2>\n<p>You can connect Claude to monday MCP in about five minutes. Before you start, you&#8217;ll need a monday AI Workspace account with the MCP app installed (ask your admin) and a Claude account that supports MCP.<\/p>\n<h3>Step 1: Install the monday MCP app from the marketplace<\/h3>\n<p>Navigate to the <a href=\"https:\/\/monday.com\/marketplace\">monday marketplace<\/a> by clicking the apps icon in the left sidebar, then search for &#8220;MCP.&#8221; Only account admins can install marketplace apps. If you&#8217;re not an admin, ask yours to install it.<\/p>\n<p>To install:<\/p>\n<ol>\n<li>Click <strong>Install<\/strong>.<\/li>\n<li>The app will appear in your integrations list, ready for OAuth authorization.<\/li>\n<li>It&#8217;s free on all <a href=\"https:\/\/monday.com\/pricing\">monday.com plans<\/a>.<\/li>\n<li>Once it&#8217;s installed, every team member can authorize their own MCP connection.<\/li>\n<\/ol>\n<h3>Step 2: Open Claude and add the monday connector<\/h3>\n<p>Open Claude (web or desktop) and go to the MCP settings or integrations panel. Select the option to add a new MCP server, then enter the monday MCP server URL (you&#8217;ll find this in the monday MCP support article or the app&#8217;s configuration page).<\/p>\n<p>If prompted for a transport type, select <strong>Streamable HTTP<\/strong>. This makes sure Claude connects to monday AI Workspace&#8217;s server correctly.<\/p>\n<h3>Step 3: Authorize access with OAuth<\/h3>\n<p>After you add the server URL, Claude will redirect you to a monday AI Workspace OAuth consent screen. This screen shows what permissions Claude is requesting: read and write access to boards, items, docs, and other workspace elements. You&#8217;ll also see which workspaces the connection covers.<\/p>\n<p>To authorize:<\/p>\n<ol>\n<li>Review the requested permissions.<\/li>\n<li>Select the appropriate workspaces, or grant account-wide access.<\/li>\n<li>Click <strong>Authorize<\/strong>.<\/li>\n<\/ol>\n<p>The connection inherits your existing monday AI Workspace permissions, so Claude can only access what you can access. You can revoke the OAuth token anytime from the monday AI Workspace admin panel.<\/p>\n<h3>Step 4: Test your first prompt<\/h3>\n<p>Test the connection by typing this into Claude:<\/p>\n\n<\/div>\n<div class=\"text-block\" id=\"text-block-5\">\n<\/div>\n<div class=\"text-block\" id=\"text-block-6\">\n<p>If it works, you&#8217;ll see a list of your board names. If it doesn&#8217;t work, check these three things:<\/p>\n<ul>\n<li>The MCP app is installed.<\/li>\n<li><a href=\"https:\/\/developer.monday.com\/apps\/docs\/oauth\">OAuth authorization<\/a> was completed.<\/li>\n<li>The server URL is correct.<\/li>\n<\/ul>\n<p>Try this second prompt to confirm Claude can read your board data:<\/p>\n\n<\/div>\n<div class=\"text-block\" id=\"text-block-7\">\n<\/div>\n<div class=\"text-block\" id=\"text-block-8\">\n<p>If both prompts work, you&#8217;re all set for more advanced workflows.<\/p>\n\n<img width=\"1024\" height=\"489\" src=\"https:\/\/monday.com\/blog\/wp-content\/uploads\/2020\/11\/Screenshot-2026-06-07-at-12.34.32-1024x489.png\" class=\"attachment-large size-large\" alt=\"monday mcp\" loading=\"lazy\" decoding=\"async\" srcset=\"https:\/\/monday.com\/blog\/wp-content\/uploads\/2020\/11\/Screenshot-2026-06-07-at-12.34.32-1024x489.png 1024w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2020\/11\/Screenshot-2026-06-07-at-12.34.32-300x143.png 300w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2020\/11\/Screenshot-2026-06-07-at-12.34.32-768x367.png 768w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2020\/11\/Screenshot-2026-06-07-at-12.34.32-1536x734.png 1536w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2020\/11\/Screenshot-2026-06-07-at-12.34.32-2048x979.png 2048w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/>\n<\/div>\n<div class=\"text-block\" id=\"text-block-9\">\n<h2 class=\"h2 text-block__title\">What Claude can do once connected to monday AI Workspace<\/h2>\n<p>Once the MCP connection is active, Claude can create, update, and analyze your boards, items, docs, and dashboards using natural language. Every action respects your monday AI Workspace permissions, and Claude confirms changes before executing them, so you stay in control.<\/p>\n<h3>Create and update boards, items, and columns<\/h3>\n<p>Claude can create new boards, add items to existing boards, update Status, People, and Date columns, and add or rename columns, all from a <a href=\"https:\/\/monday.com\/blog\/ai-agents\/ai-prompt-examples\/\">chat prompt<\/a>. Here&#8217;s what each action looks like:<\/p>\n<p><strong>Creating a board:<\/strong><\/p>\n\n<\/div>\n<div class=\"text-block\" id=\"text-block-10\">\n<\/div>\n<div class=\"text-block\" id=\"text-block-11\">\n<p>Claude creates the board with that structure and confirms it&#8217;s done.<\/p>\n<p><strong>Updating an item:<\/strong><\/p>\n\n<\/div>\n<div class=\"text-block\" id=\"text-block-12\">\n<\/div>\n<div class=\"text-block\" id=\"text-block-13\">\n<p>Claude finds the item, updates the status, and confirms the change. Before making any change, Claude shows you what it&#8217;s about to do so you can review it.<\/p>\n<h3>Generate reports and dashboards from live board data<\/h3>\n<p>Claude can pull data from one or more boards to generate summary reports, status overviews, or workload analyses. This is especially valuable for managers and executives who need cross-board visibility without manually compiling data or building custom dashboards \u2014 particularly important given that <a href=\"https:\/\/wellingtone.co.uk\/publications\/state-of-project-management-research\/\">72% of respondents spend at least half a day<\/a> each month collating reports manually.<\/p>\n<p>Try this prompt:<\/p>\n\n<\/div>\n<div class=\"text-block\" id=\"text-block-14\">\n<\/div>\n<div class=\"text-block\" id=\"text-block-15\">\n<p>Claude reads the board data, organizes items by status, and gives you a structured summary. It can also create dashboard widgets and build new dashboards from a prompt, so you get real-time snapshots of project health.<\/p>\n<h3>Turn meeting notes into structured work items<\/h3>\n<p>This is one of the biggest time-savers with MCP. Paste raw <a href=\"https:\/\/monday.com\/blog\/productivity\/take-better-meeting-notes\/\">meeting notes<\/a> or a transcript into Claude and ask it to extract action items, assign owners, set due dates, and create items on a specific board.<\/p>\n<p>Try this:<\/p>\n\n<\/div>\n<div class=\"text-block\" id=\"text-block-16\">\n<\/div>\n<div class=\"text-block\" id=\"text-block-17\">\n<p>Claude reads the notes, identifies action items, and creates multiple items with all the details filled in. You save time on manual data entry after every meeting.<\/p>\n<h3>Search across workspaces and analyze cross-board data<\/h3>\n<p>Claude can query multiple boards at once to answer questions that would normally mean opening several tabs and cross-referencing data manually. This works because monday AI Workspace organizes work across departments in one system, giving Claude the context to connect dots across teams.<\/p>\n<p>Here are some cross-board query examples:<\/p>\n<ul>\n<li><strong>Cross-board search:<\/strong> &#8220;What&#8217;s overdue across all launch boards?&#8221;<\/li>\n<li><strong>Cross-board analysis:<\/strong> &#8220;Which team has the most blockers this week?&#8221;<\/li>\n<\/ul>\n<p>Claude uses the MCP connection to read data from every board you can access, then combines the results into one response.<\/p>\n<h3>Build and edit monday docs from Claude<\/h3>\n<p>Claude can create new monday docs (specs, <a href=\"https:\/\/monday.com\/blog\/project-management\/sop-template-standard-operating-procedure\/\">SOPs<\/a>, retros, project briefs) either as standalone workspace documents or attached to specific items.<\/p>\n<p>Here&#8217;s an example:<\/p>\n\n<\/div>\n<div class=\"text-block\" id=\"text-block-18\">\n<\/div>\n<div class=\"text-block\" id=\"text-block-19\">\n<p>Claude creates the document with that structure and links it to the item. It can also read existing docs and summarize them, so you can get up to speed on project context without opening multiple documents.<\/p>\n<h3>Interact with clickable UI components inside Claude<\/h3>\n<p>When Claude returns monday AI Workspace data, it includes clickable links and interactive elements so you can jump directly to the relevant board, item, or doc. This cuts down on <a href=\"https:\/\/monday.com\/w\/agentfactory\/blog\/context-switching\">context switching<\/a>, so you stay in Claude for analysis and decisions, then click through to the AI Workspace only when you need to take action or review details.<\/p>\n\n<img width=\"1024\" height=\"563\" src=\"https:\/\/monday.com\/blog\/wp-content\/uploads\/2025\/10\/Collaborate-execute-1-1024x563.jpg\" class=\"attachment-large size-large\" alt=\"Collaborate &amp; execute\" loading=\"lazy\" decoding=\"async\" srcset=\"https:\/\/monday.com\/blog\/wp-content\/uploads\/2025\/10\/Collaborate-execute-1-1024x563.jpg 1024w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2025\/10\/Collaborate-execute-1-300x165.jpg 300w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2025\/10\/Collaborate-execute-1-768x422.jpg 768w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2025\/10\/Collaborate-execute-1-1536x844.jpg 1536w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2025\/10\/Collaborate-execute-1.jpg 1820w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/>\n<\/div>\n<div class=\"text-block\" id=\"text-block-20\">\n<h2 class=\"h2 text-block__title\">Ready-to-use prompts for Claude and monday MCP<\/h2>\n<p>These prompts are ready to copy and paste, organized by complexity and workflow type. Just replace placeholder text (board names, team member names) with your own. For more prompt ideas, check out the monday AI Workspace support article on <a href=\"https:\/\/support.monday.com\/hc\/en-us\/articles\/28608471371410-Ready-to-use-monday-MCP-prompts\">MCP prompts<\/a>.<\/p>\n<h3>Starter prompts for boards and items<\/h3>\n<p>These prompts cover the most common board and item operations. Use these to get comfortable with the MCP connection before trying more complex workflows.<\/p>\n<ul>\n<li><strong>Create a board:<\/strong> &#8220;Create a board called &#8216;Website Refresh&#8217; with columns for status, assignee, priority, and due date.&#8221;<\/li>\n<li><strong>Add an item:<\/strong> &#8220;Add a new item called &#8216;Update homepage content&#8217; to the Website Refresh board.&#8221;<\/li>\n<li><strong>Update a status:<\/strong> &#8220;Change the status of the &#8216;Homepage redesign&#8217; item to &#8216;Done&#8217;.&#8221;<\/li>\n<li><strong>Assign a person:<\/strong> &#8220;Assign the &#8216;API documentation&#8217; item to Sarah.&#8221;<\/li>\n<li><strong>Set a due date:<\/strong> &#8220;Set the due date for &#8216;Q4 planning meeting&#8217; to next Friday.&#8221;<\/li>\n<li><strong>Find items by keyword:<\/strong> &#8220;Find all items in the Development board that contain &#8216;bug&#8217; in the name.&#8221;<\/li>\n<li><strong>View recent changes:<\/strong> &#8220;What changed in the Marketing board over the last week?&#8221;<\/li>\n<li><strong>Update multiple fields at once:<\/strong> &#8220;Find the &#8216;Homepage redesign&#8217; item and set Priority to &#8216;High&#8217;, Status to &#8216;Stuck&#8217;, and Owner to Daniel.&#8221;<\/li>\n<\/ul>\n<h3>Advanced prompts for reporting and cross-board analysis<\/h3>\n<p>These prompts show you how to combine multiple actions or query data across boards. They&#8217;re great for managers, project leads, and anyone who needs visibility beyond one board.<\/p>\n<p>Multi-step workflows and cross-board queries get the most out of your MCP connection. Try these:<\/p>\n<ul>\n<li><strong>Set up a complete project board:<\/strong> &#8220;Set up a complete product launch project: create a board called &#8216;Product Launch Q3&#8217;, add columns for status, assignee, priority, due date, and budget, then create initial items for research, design, development, and marketing phases.&#8221;<\/li>\n<li><strong>Generate a weekly activity report:<\/strong> &#8220;Generate a weekly activity report for my Development board showing what happened in the last 7 days.&#8221;<\/li>\n<li><strong>Find all stuck items across boards:<\/strong> &#8220;Create a status overview: find all items marked as &#8216;Stuck&#8217; or &#8216;Blocked&#8217; across all my boards and provide details about each one.&#8221;<\/li>\n<li><strong>Group items by assignee:<\/strong> &#8220;Analyze my team&#8217;s current workload by finding all active items and their current status across all boards.&#8221;<\/li>\n<li><strong>Executive reporting:<\/strong> &#8220;Search for all items containing &#8216;security audit&#8217; across my Development and QA boards, then create a summary report of their current status.&#8221;<\/li>\n<li><strong>Bulk reassignment:<\/strong> &#8220;Reassign all items assigned to John in the &#8216;Customer Onboarding&#8217; board to Alice.&#8221;<\/li>\n<li><strong>Multi-step workflow:<\/strong> &#8220;Create a bug, assign it to the on-call engineer, set severity to &#8216;High&#8217;, and notify the team in an update.&#8221;<\/li>\n<\/ul>\n<h3>Tips for writing effective MCP prompts<\/h3>\n<p>To get accurate results, your prompts need to be specific and structured. These tips will help you get consistent results from your MCP connection.<\/p>\n<ul>\n<li><strong>Be specific with board and item names:<\/strong> Use the exact names from your boards. &#8220;Update the &#8216;Homepage redesign&#8217; item on the &#8216;Marketing Q3&#8217; board&#8221; works more reliably than &#8220;update the homepage item.&#8221;<\/li>\n<li><strong>Break complex requests into sequential steps:<\/strong> For multi-step workflows, describe each step one at a time. Claude will handle them one by one and confirm each action before moving on.<\/li>\n<li><strong>Reference column names exactly:<\/strong> Use the column names as they appear on your board (e.g., &#8220;Status,&#8221; &#8220;Priority,&#8221; &#8220;Due Date&#8221;) so Claude maps your request to the correct fields.<\/li>\n<li><strong>Test on non-critical boards first:<\/strong> When trying new prompt patterns, test them on a practice board before using them on real data.<\/li>\n<li><strong>Review AI-suggested changes before confirming:<\/strong> Claude shows you what it&#8217;s about to change before doing it. Double-check the details, especially for bulk updates or deletions.<\/li>\n<li><strong>Start simple, then add complexity:<\/strong> Begin with single-action prompts and gradually combine actions as you get comfortable with how Claude interprets your requests.<\/li>\n<\/ul>\n<a class=\"cta-button blue-button\" aria-label=\"Get started\" href=\"https:\/\/auth.monday.com\/users\/sign_up_new\" target=\"_blank\">Get started<\/a>\n\n<\/div>\n<div class=\"text-block\" id=\"text-block-21\">\n<h2 class=\"h2 text-block__title\">Security, permissions, and governance for monday MCP<\/h2>\n<p>monday MCP is built on the same enterprise-grade security infrastructure as the rest of monday AI Workspace, including <a href=\"https:\/\/monday.com\/terms\/soc2\">SOC 2 Type II<\/a>, ISO\/IEC 27001, ISO\/IEC 27701, and <a href=\"https:\/\/support.monday.com\/hc\/en-us\/articles\/360006506699-monday-com-and-HIPAA\">HIPAA compliance<\/a>. Every MCP interaction follows the same security protocols that protect your workspace data, so there&#8217;s no separate security model to learn or manage.<\/p>\n<h3>How OAuth authentication protects your workspace<\/h3>\n<p>OAuth is an industry-standard protocol that lets Claude access your monday AI Workspace data without ever seeing or storing your password. When you authorize the MCP connection, monday AI Workspace issues a token that Claude uses for all subsequent requests. This token grants specific, scoped permissions and not just blanket access to your account.<\/p>\n<p>Key protections to know:<\/p>\n<ul>\n<li><strong>TLS encryption:<\/strong> All data transfers are encrypted in transit.<\/li>\n<li><strong>Revocable tokens:<\/strong> Tokens can be revoked at any time from the monday AI Workspace admin panel.<\/li>\n<li><strong>Instant access removal:<\/strong> If a team member leaves or changes roles, revoking their token immediately cuts off Claude&#8217;s access through their connection.<\/li>\n<\/ul>\n<h3>Why Claude can only access what you can access<\/h3>\n<p>MCP operates within the AI Workspace&#8217;s existing permission framework. If you don&#8217;t have access to a specific board or workspace, Claude can&#8217;t access it either and this applies to both read and write actions.<\/p>\n<p>For example, if you&#8217;re a member of the Marketing workspace but not the Finance workspace, Claude will only be able to read and act on Marketing boards. This permission inheritance ensures that MCP access always mirrors what a team member already has on monday AI Workspace.<\/p>\n<h3>How to scope MCP access to specific workspaces<\/h3>\n<p>Admins can limit MCP access to specific workspaces rather than granting account-wide access. During OAuth authorization, the admin selects which workspaces the MCP connection can reach.<\/p>\n<p>This is vital for organizations with sensitive data in certain workspaces (e.g., HR, Finance, or Legal). By scoping access, admins make sure that even if a team member has broad monday AI Workspace permissions, their MCP connection only touches the workspaces explicitly approved for AI interaction.<\/p>\n<h3>Best practices for monitoring AI-driven activity<\/h3>\n<p>Maintaining visibility into what Claude does on your behalf is essential for responsible AI adoption. The following practices help you stay informed and in control.<\/p>\n<ul>\n<li><strong>Review AI-suggested changes before confirming:<\/strong> Claude presents proposed modifications before executing them. Verify details before approving, especially for bulk updates or actions that affect multiple items.<\/li>\n<li><strong>Check the activity log for MCP-initiated actions:<\/strong> monday AI Workspace&#8217;s activity log records changes made through MCP, so you can audit what was modified, when, and by which team member&#8217;s connection.<\/li>\n<li><strong>Set up notifications for board changes:<\/strong> Use the AI Workspace&#8217;s built-in notification settings to receive alerts when items are created, updated, or deleted. This provides an additional layer of visibility into MCP-driven activity.<\/li>\n<li><strong>Periodically audit active MCP connections:<\/strong> Review which team members have active MCP connections and whether their access scopes are still appropriate for their current roles.<\/li>\n<li><strong>Revoke tokens for team members who no longer need AI access:<\/strong> When team members change roles or leave the organization, revoke their MCP tokens promptly to maintain a clean access footprint.<\/li>\n<\/ul>\n\n<\/div>\n<div class=\"text-block\" id=\"text-block-22\">\n<h2 class=\"h2 text-block__title\">How admins control MCP access with a custom OAuth app<\/h2>\n<p>Most teams can use the default hosted MCP connector, which handles authentication and permissions automatically. Organizations with advanced security requirements may want to create a custom OAuth app for more granular control over scopes, token lifecycle, and audit trails.<\/p>\n<h3>When to use a custom OAuth app instead of the hosted connector<\/h3>\n<p>A custom OAuth app makes sense when your organization has specific requirements that go beyond the default connector&#8217;s capabilities. The following scenarios typically warrant a custom approach:<\/p>\n<ul>\n<li><strong>The organization needs to restrict MCP to specific API scopes<\/strong> beyond what the default connector offers, for example, granting read-only access without write permissions.<\/li>\n<li><strong>The security team requires a dedicated client ID and secret<\/strong> for audit purposes, separate from other integrations.<\/li>\n<li><strong>The organization wants to <\/strong><a href=\"https:\/\/developer.monday.com\/api-reference\/docs\/integrate-with-monday-mcp\"><strong>integrate MCP<\/strong><\/a><strong> into a broader identity management system<\/strong> such as an SSO provider or centralized API gateway.<\/li>\n<li><strong>Compliance requirements mandate custom token lifecycle management<\/strong>, including automated rotation or expiration policies.<\/li>\n<\/ul>\n<p>For most small-to-mid-sized teams, the default hosted connector is sufficient and requires no additional configuration beyond the standard 4-step setup.<\/p>\n<h3>How to set up scope-limited MCP access for your team<\/h3>\n<p>Setting up a custom OAuth app takes a few additional steps, but gives your security team precise control over what Claude can and can&#8217;t do. Here&#8217;s how to approach it:<\/p>\n<ol>\n<li><strong>Register a new application<\/strong> in the monday AI Workspace developer portal.<\/li>\n<li><strong>Select the specific API scopes<\/strong> you want to grant \u2014 for example, read access to boards and items but not write access to docs.<\/li>\n<li><strong>Distribute the connection credentials<\/strong> (client ID and redirect URL) to authorized team members.<\/li>\n<li><strong>Each team member completes the OAuth flow<\/strong> using these credentials, which limits their MCP connection to the scopes you defined.<\/li>\n<li><strong>Test the connection<\/strong> with a restricted prompt to verify that scope limitations are enforced correctly.<\/li>\n<\/ol>\n<p>For detailed technical steps, including API scope definitions and token management, refer to monday AI Workspace&#8217;s <a href=\"https:\/\/developer.monday.com\/\" target=\"_blank\" rel=\"noopener\">developer documentation<\/a>.<\/p>\n<a class=\"cta-button blue-button\" aria-label=\"Get started\" href=\"void(0);\" target=\"_blank\">Get started<\/a>\n\n<\/div>\n<div class=\"text-block\" id=\"text-block-23\">\n<h2 class=\"h2 text-block__title\">Troubleshooting common monday MCP connection issues<\/h2>\n<p>Most MCP connections work on the first attempt, but if something goes wrong, the fix is usually straightforward. The sections below cover the 3 most common issues and how to resolve each one.<\/p>\n<h3>How to fix OAuth authorization failures and redirect errors<\/h3>\n<p><strong>Symptom:<\/strong> Claude shows an error after the OAuth redirect, or the authorization page doesn&#8217;t load.<\/p>\n<p>The following causes are most common:<\/p>\n<ul>\n<li><strong>The monday MCP app isn&#8217;t installed:<\/strong> Ask an account admin to install it from the marketplace.<\/li>\n<li><strong>The browser is blocking pop-ups or redirects:<\/strong> Allow pop-ups for monday AI Workspace in your browser settings.<\/li>\n<li><strong>Your monday AI Workspace session has expired:<\/strong> Log in to monday AI Workspace in a separate tab first, then retry the OAuth flow.<\/li>\n<li><strong>The OAuth token has been revoked:<\/strong> Re-authorize the connection by repeating Step 3 of the setup process.<\/li>\n<\/ul>\n<h3>How to resolve &#8220;action not found&#8221; errors<\/h3>\n<p><strong>Symptom:<\/strong> Claude returns an error saying the requested action isn&#8217;t available.<\/p>\n<p>The most common cause is that you&#8217;re asking Claude to perform an action outside the granted OAuth scopes, or you don&#8217;t have permission to perform that action on the specified board. To resolve this:<\/p>\n<ol>\n<li>Check the OAuth scopes granted during authorization.<\/li>\n<li>Verify that you have the necessary board-level permissions on monday AI Workspace.<\/li>\n<li>If you recently changed your monday AI Workspace role or permissions, re-authorize the MCP connection to pick up the updated access levels.<\/li>\n<\/ol>\n<h3>How to manage rate limits for high-volume workflows<\/h3>\n<p><strong>Symptom:<\/strong> Claude returns an error about too many requests, or responses are delayed.<\/p>\n<p>monday MCP uses monday AI Workspace&#8217;s standard API, which has rate limits. For most individual team members, these limits are unlikely to be an issue \u2014 they primarily affect teams running high-volume automated workflows.<\/p>\n<p>To stay within limits:<\/p>\n<ul>\n<li>Space out bulk operations (e.g., creating 50 items) by breaking them into smaller batches.<\/li>\n<li>Avoid running multiple MCP sessions simultaneously from the same account.<\/li>\n<li>Check monday AI Workspace&#8217;s API documentation for current rate limit thresholds.<\/li>\n<\/ul>\n<h3>AI agents across monday AI Workspace that work alongside MCP<\/h3>\n<p>monday AI Workspace includes several <a href=\"https:\/\/monday.com\/blog\/ai-agents\/what-is-an-ai-agent\/\">AI agents<\/a> designed to handle ongoing work across sales, operations, and service workflows. These agents run continuously in the background, complementing the on-demand analysis you do through Claude and MCP.<\/p>\n<ul>\n<li><strong>Meeting Summarizer:<\/strong> Analyzes meetings to generate concise summaries and action items. It captures call details in the background, so when you ask Claude to summarize a project&#8217;s history, the meeting context is already there.<\/li>\n<li><strong>Sentiment Detector:<\/strong> Flags sentiment shifts across customer communications in real time. It proactively notifies the right owner when sentiment turns negative, while Claude via MCP can provide deeper analysis on demand.<\/li>\n<li><strong>Task Prioritizer:<\/strong> Analyzes workload, deadlines, and dependencies to recommend which tasks should be tackled first. It runs continuously across project boards, helping teams focus on what&#8217;s important.<\/li>\n<li><strong>Risk Analyzer:<\/strong> Monitors project health indicators and flags potential risks before they become blockers. It alerts project managers when timelines slip or dependencies break.<\/li>\n<li><strong>Resource Allocator:<\/strong> Tracks team capacity and workload distribution, suggesting reassignments when team members are overloaded or underutilized.<\/li>\n<\/ul>\n\n<img width=\"1024\" height=\"454\" src=\"https:\/\/monday.com\/blog\/wp-content\/uploads\/2026\/07\/Screenshot-2026-07-08-at-12.02.35-1024x454.png\" class=\"attachment-large size-large\" alt=\"monday agents\" loading=\"lazy\" decoding=\"async\" srcset=\"https:\/\/monday.com\/blog\/wp-content\/uploads\/2026\/07\/Screenshot-2026-07-08-at-12.02.35-1024x454.png 1024w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2026\/07\/Screenshot-2026-07-08-at-12.02.35-300x133.png 300w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2026\/07\/Screenshot-2026-07-08-at-12.02.35-768x341.png 768w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2026\/07\/Screenshot-2026-07-08-at-12.02.35-1536x681.png 1536w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2026\/07\/Screenshot-2026-07-08-at-12.02.35-2048x908.png 2048w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/>\n<\/div>\n<div class=\"text-block\" id=\"text-block-24\">\n<h2 class=\"h2 text-block__title\">From prompts to agents: scaling AI adoption on monday AI Workspace<\/h2>\n<p>The journey from connecting Claude via MCP to running <a href=\"https:\/\/monday.com\/w\/de\/agentfactory\/blog\/autonomous-workflows-ai-agents\">autonomous workflows<\/a> follows a natural progression. Understanding this path helps you plan how AI fits into your team&#8217;s operations over time and builds your confidence before scaling.<\/p>\n<h3>Start with conversational access, then scale to autonomous execution<\/h3>\n<p>MCP gives you conversational access to your work context. You ask Claude a question or request an action, and Claude responds. This is valuable for ad-hoc analysis, one-time updates, and exploratory queries.<\/p>\n<p>As you identify prompts that you run repeatedly, those become candidates for automation. A prompt like &#8220;Flag all deals that have been in Negotiation for more than 14 days&#8221; might start as a weekly manual query. Once you&#8217;ve validated its value, you can turn that workflow into a monday agent that runs continuously \u2014 flagging at-risk deals and notifying the right people without requiring a prompt each time. The shift toward this kind of autonomous execution is already underway: <a href=\"https:\/\/www.weforum.org\/publications\/ai-agents-in-action-foundations-for-evaluation-and-governance\/\">82% of executives report plans to adopt AI agents<\/a> within the next one to three years (World Economic Forum, &#8220;AI Agents in Action,&#8221; 2025).<\/p>\n<p>This progression reduces the learning curve and builds confidence before scaling. You validate through conversation (MCP), then automate through agents.<\/p>\n<h3>The ecosystem works together<\/h3>\n<p>Each AI capability on monday AI Workspace serves a different purpose, and they&#8217;re most powerful when used in combination:<\/p>\n<ul>\n<li><a href=\"https:\/\/monday.com\/w\/mcp\"><strong>MCP<\/strong><\/a><strong>:<\/strong> Connects external AI assistants like Claude to your workspace for on-demand, conversational access.<\/li>\n<li><a href=\"https:\/\/monday.com\/w\/sidekick\"><strong>monday sidekick<\/strong><\/a><strong>:<\/strong> Provides built-in AI assistance directly inside monday AI Workspace for quick actions and in-context help.<\/li>\n<li><a href=\"https:\/\/monday.com\/w\/agents\"><strong>monday agents<\/strong><\/a><strong>:<\/strong> Runs autonomous workflows 24\/7, handling ongoing processes like lead scoring, sentiment detection, and risk analysis.<\/li>\n<li><a href=\"https:\/\/monday.com\/w\/vibe\"><strong>monday vibe<\/strong><\/a><strong>:<\/strong> Builds custom apps from natural-language descriptions, turning your ideas into functional software without code.<\/li>\n<\/ul>\n<p>These capabilities complement each other. You might use Claude via MCP to analyze data and identify patterns, then use Vibe to build a dashboard that visualizes those patterns, while agents handle the ongoing execution of related workflows in the background.<\/p>\n\n<img width=\"1000\" height=\"563\" src=\"https:\/\/monday.com\/blog\/wp-content\/uploads\/2026\/08\/monday.com-w-vibe_1785678641_66a6196e.png\" class=\"attachment-large size-large\" alt=\"\" loading=\"lazy\" decoding=\"async\" srcset=\"https:\/\/monday.com\/blog\/wp-content\/uploads\/2026\/08\/monday.com-w-vibe_1785678641_66a6196e.png 1000w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2026\/08\/monday.com-w-vibe_1785678641_66a6196e-300x169.png 300w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2026\/08\/monday.com-w-vibe_1785678641_66a6196e-768x432.png 768w\" sizes=\"auto, (max-width: 1000px) 100vw, 1000px\" \/>\n<\/div>\n<div class=\"text-block\" id=\"text-block-25\">\n<h2 class=\"h2 text-block__title\">Start connecting Claude to monday AI Workspace today<\/h2>\n<p>Connecting Claude to monday AI Workspace via MCP is one of the fastest ways to reduce manual work across your team\u00a0\u2014 whether you&#8217;re logging deals after a sales call, generating cross-board status reports, or turning meeting notes into action items.<\/p>\n<p>Start small: connect Claude, run a few starter prompts, and identify the workflows you repeat most often. Those repetitive queries are your best candidates for monday agents \u2014 autonomous workflows that handle the ongoing work while you focus on decisions that need your judgment.<\/p>\n<a class=\"cta-button blue-button\" aria-label=\"Get started\" href=\"https:\/\/auth.monday.com\/users\/sign_up_new\" target=\"_blank\">Get started<\/a>\n\n<\/div>\n<div class=\"text-block\" id=\"text-block-26\">\n<div class=\"accordion faq\" id=\"faq-frequently-asked-questions\">\n  <h2 class=\"accordion__heading section-title text-left\">Frequently asked questions<\/h2>\n    <div class=\"accordion__item\">\n    <a class=\"accordion__button d-block\" data-toggle=\"collapse\" data-parent=\"#faq-frequently-asked-questions\" href=\"#q-frequently-asked-questions-1\" aria-expanded=\"false\">\n      <h3 class=\"accordion__question\">Can I use monday MCP with Claude's free plan?        \n          \n        \n      <\/h3>\n    <\/a>\n    <div id=\"q-frequently-asked-questions-1\" class=\"accordion__answer collapse collapse--md\" data-parent=\"#faq-frequently-asked-questions\">\n      <p>Claude's free tier provides basic MCP connection support, though it may have lower rate limits and fewer concurrent connections compared to paid plans. For full MCP functionality with standard usage limits, Claude Pro or higher is recommended.<\/p>\n    <\/div>\n  <\/div>\n    <div class=\"accordion__item\">\n    <a class=\"accordion__button d-block\" data-toggle=\"collapse\" data-parent=\"#faq-frequently-asked-questions\" href=\"#q-frequently-asked-questions-2\" aria-expanded=\"false\">\n      <h3 class=\"accordion__question\">Does Claude store my monday AI Workspace data after an MCP session?        \n          \n        \n      <\/h3>\n    <\/a>\n    <div id=\"q-frequently-asked-questions-2\" class=\"accordion__answer collapse collapse--md\" data-parent=\"#faq-frequently-asked-questions\">\n      <p>Claude doesn't retain monday AI Workspace data after the session ends. The platform doesn't review or access the content of conversations between you and Claude.<\/p>\n    <\/div>\n  <\/div>\n    <div class=\"accordion__item\">\n    <a class=\"accordion__button d-block\" data-toggle=\"collapse\" data-parent=\"#faq-frequently-asked-questions\" href=\"#q-frequently-asked-questions-3\" aria-expanded=\"false\">\n      <h3 class=\"accordion__question\">Can multiple team members connect their own Claude accounts to the same monday workspace?        \n          \n        \n      <\/h3>\n    <\/a>\n    <div id=\"q-frequently-asked-questions-3\" class=\"accordion__answer collapse collapse--md\" data-parent=\"#faq-frequently-asked-questions\">\n      <p>Yes. Each team member can authorize their own individual MCP connection via OAuth. Each connection inherits that specific team member's monday AI Workspace permissions, so different team members may see different data based on their access levels.<\/p>\n    <\/div>\n  <\/div>\n    <div class=\"accordion__item\">\n    <a class=\"accordion__button d-block\" data-toggle=\"collapse\" data-parent=\"#faq-frequently-asked-questions\" href=\"#q-frequently-asked-questions-4\" aria-expanded=\"false\">\n      <h3 class=\"accordion__question\">Does monday MCP work with Claude Code and other developer-focused MCP clients?        \n          \n        \n      <\/h3>\n    <\/a>\n    <div id=\"q-frequently-asked-questions-4\" class=\"accordion__answer collapse collapse--md\" data-parent=\"#faq-frequently-asked-questions\">\n      <p>monday MCP works with any MCP-compatible client, including Claude Code, Cursor, ChatGPT, Copilot Studio, le Chat, Figma Make, and Gemini CLI. Individual setup steps may vary by client. Refer to monday AI Workspace's support documentation for client-specific instructions.<\/p>\n    <\/div>\n  <\/div>\n  {\n    \"@context\": \"https:\\\/\\\/schema.org\",\n    \"@type\": \"FAQPage\",\n    \"mainEntity\": [\n        {\n            \"@type\": \"Question\",\n            \"name\": \"Can I use monday MCP with Claude's free plan?\",\n            \"acceptedAnswer\": {\n                \"@type\": \"Answer\",\n                \"text\": \"<p>Claude's free tier provides basic MCP connection support, though it may have lower rate limits and fewer concurrent connections compared to paid plans. For full MCP functionality with standard usage limits, Claude Pro or higher is recommended.\\n\"\n            }\n        },\n        {\n            \"@type\": \"Question\",\n            \"name\": \"Does Claude store my monday AI Workspace data after an MCP session?\",\n            \"acceptedAnswer\": {\n                \"@type\": \"Answer\",\n                \"text\": \"<p>Claude doesn't retain monday AI Workspace data after the session ends. The platform doesn't review or access the content of conversations between you and Claude.\\n\"\n            }\n        },\n        {\n            \"@type\": \"Question\",\n            \"name\": \"Can multiple team members connect their own Claude accounts to the same monday workspace?\",\n            \"acceptedAnswer\": {\n                \"@type\": \"Answer\",\n                \"text\": \"<p>Yes. Each team member can authorize their own individual MCP connection via OAuth. Each connection inherits that specific team member's monday AI Workspace permissions, so different team members may see different data based on their access levels.\\n\"\n            }\n        },\n        {\n            \"@type\": \"Question\",\n            \"name\": \"Does monday MCP work with Claude Code and other developer-focused MCP clients?\",\n            \"acceptedAnswer\": {\n                \"@type\": \"Answer\",\n                \"text\": \"<p>monday MCP works with any MCP-compatible client, including Claude Code, Cursor, ChatGPT, Copilot Studio, le Chat, Figma Make, and Gemini CLI. Individual setup steps may vary by client. Refer to monday AI Workspace's support documentation for client-specific instructions.\\n\"\n            }\n        }\n    ]\n}<\/div>\n\n\n<\/div>","protected":false},"excerpt":{"rendered":"","protected":false},"author":219,"featured_media":359604,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"pages\/cornerstone-primary.php","format":"standard","meta":{"_acf_changed":false,"monday_item_id":0,"monday_board_id":0,"footnotes":"","_links_to":"","_links_to_target":""},"categories":[14080],"tags":[],"class_list":["post-359602","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ai-agents"],"acf":{"sections":[{"acf_fc_layout":"content_1","blocks":[{"main_heading":"","content_block":[{"acf_fc_layout":"text","content":"<p><a href=\"https:\/\/monday.com\/blog\/ai-agents\/what-is-mcp-explained\/\" target=\"_blank\" rel=\"noopener\">MCP (Model Context Protocol)<\/a> gives Claude direct, permission-based access to your monday AI Workspace, so you can create items, update boards, and analyze data within Claude itself, rather than continuously switching between apps.<\/p>\n<p>This guide covers the 4-step setup, ready-to-use prompts, and how security and permissions work. We&#8217;ll also explore how monday AI Workspace teams use monday <em>inside <\/em>of Claude to run automated processes in the background.<\/p>\n<a class=\"cta-button blue-button\" aria-label=\"Get started\" href=\"https:\/\/auth.monday.com\/users\/sign_up_new\" target=\"_blank\">Get started<\/a>\n"}]},{"main_heading":"Key takeaways","content_block":[{"acf_fc_layout":"text","content":"<ul>\n<li><strong>Connect Claude to the monday AI Workspace in minutes:<\/strong> the MCP setup takes about 5 minutes and works on all monday AI Workspace plans at no extra cost.<\/li>\n<li><strong>Manage deals, boards, and reports using plain language:<\/strong> ask Claude to create items, update pipeline stages, or generate cross-board status reports then watch as Claude handles the workflow.<\/li>\n<li><strong>Your existing permissions protect your data automatically:<\/strong> Claude can only access what <em>you <\/em>can access, and every connection uses OAuth so you stay in full control.<\/li>\n<li><strong>Let monday agents handle the work that never stops:<\/strong> while you use Claude for on-demand analysis, agents like Lead Scorer and Sentiment Detector run 24\/7 in the background, flagging risks and routing leads without a single prompt.<\/li>\n<li><strong>Start small, then scale to autonomous workflows:<\/strong> begin with a few starter prompts, identify the ones you repeat most, and graduate those into automated agents over time.<\/li>\n<\/ul>\n"},{"acf_fc_layout":"image","image_type":"normal","image":340396,"image_link":""}]},{"main_heading":"What is monday MCP and how does it connect Claude to your workspace?","content_block":[{"acf_fc_layout":"text","content":"<p>monday MCP gives AI assistants like Claude direct access to monday AI Workspace through OAuth-protected connections. It&#8217;s built on the Model Context Protocol (MCP), an open standard that connects AI assistants to the platforms where your work lives. If you&#8217;re already running sales pipelines, project boards, and operations on monday AI Workspace, Claude can now see and act on that work directly, without you copying data across or switching tabs.<\/p>\n<h3>What the Model Context Protocol does<\/h3>\n<p>MCP works like a translator between Claude and monday AI Workspace.<\/p>\n<ul>\n<li><strong>Without MCP:<\/strong> Claude has no awareness of what&#8217;s happening on your boards. It can&#8217;t see your deals, your project timelines, or your team&#8217;s workload.<\/li>\n<li><strong>With MCP enabled:<\/strong> Claude gains permission-based access to your boards, items, columns, docs, and dashboards, and can take actions on them directly from the chat.<\/li>\n<\/ul>\n<p>The protocol handles authentication, data formatting, and permission checks automatically. Every interaction uses the same OAuth and encryption standards already protecting your workspace.<\/p>\n<h3>How Claude talks to monday AI Workspace through MCP<\/h3>\n<p>Understanding how Claude and monday AI Workspace communicate helps you write more effective prompts and troubleshoot issues faster. Here&#8217;s how the request-response cycle works:<\/p>\n<ol>\n<li><strong>You type a simple prompt in Claude:<\/strong> Something like &#8220;Show me all deals stuck in Negotiation for more than 2 weeks on my Sales Pipeline board.&#8221;<\/li>\n<li><strong>Claude sends a structured request through the MCP connection:<\/strong> The request goes to monday AI Workspace&#8217;s hosted server, which authenticates it using OAuth and checks your permissions.<\/li>\n<li><strong>The server executes the action:<\/strong> It retrieves data, creates an item, or updates a column, then returns the result to Claude.<\/li>\n<li><strong>Claude displays the response:<\/strong> The chat shows the answer, often with clickable links back to the relevant board or item on monday AI Workspace.<\/li>\n<\/ol>\n<h3>Which Claude plans support monday MCP?<\/h3>\n<p>Your Claude subscription tier determines MCP compatibility. MCP is available on all AI Workspace plans at no extra cost. Here&#8217;s what each Claude plan offers:<\/p>\n\n<table id=\"tablepress-3792\" class=\"tablepress tablepress-id-3792\">\n<thead>\n<tr class=\"row-1\">\n\t<th class=\"column-1\">Claude plan<\/th><th class=\"column-2\">MCP support<\/th><th class=\"column-3\">Notes<\/th>\n<\/tr>\n<\/thead>\n<tbody class=\"row-striping row-hover\">\n<tr class=\"row-2\">\n\t<td class=\"column-1\">Claude Free<\/td><td class=\"column-2\">Limited<\/td><td class=\"column-3\">Basic MCP connections available; may have rate limits on interactions<\/td>\n<\/tr>\n<tr class=\"row-3\">\n\t<td class=\"column-1\">Claude Pro<\/td><td class=\"column-2\">Full support<\/td><td class=\"column-3\">Full MCP functionality with standard usage limits<\/td>\n<\/tr>\n<tr class=\"row-4\">\n\t<td class=\"column-1\">Claude Team<\/td><td class=\"column-2\">Full support<\/td><td class=\"column-3\">Designed for team-based workflows with shared MCP connections<\/td>\n<\/tr>\n<tr class=\"row-5\">\n\t<td class=\"column-1\">Claude Enterprise<\/td><td class=\"column-2\">Full support<\/td><td class=\"column-3\">Advanced admin controls and higher rate limits for organization-wide use<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<!-- #tablepress-3792 from cache -->\n<p>Check Anthropic&#8217;s current plan documentation for the latest details on MCP connection limits per tier, as these may evolve.<\/p>\n"}]},{"main_heading":"4 steps to connect Claude to monday MCP","content_block":[{"acf_fc_layout":"text","content":"<p>You can connect Claude to monday MCP in about five minutes. Before you start, you&#8217;ll need a monday AI Workspace account with the MCP app installed (ask your admin) and a Claude account that supports MCP.<\/p>\n<h3>Step 1: Install the monday MCP app from the marketplace<\/h3>\n<p>Navigate to the <a href=\"https:\/\/monday.com\/marketplace\">monday marketplace<\/a> by clicking the apps icon in the left sidebar, then search for &#8220;MCP.&#8221; Only account admins can install marketplace apps. If you&#8217;re not an admin, ask yours to install it.<\/p>\n<p>To install:<\/p>\n<ol>\n<li>Click <strong>Install<\/strong>.<\/li>\n<li>The app will appear in your integrations list, ready for OAuth authorization.<\/li>\n<li>It&#8217;s free on all <a href=\"https:\/\/monday.com\/pricing\">monday.com plans<\/a>.<\/li>\n<li>Once it&#8217;s installed, every team member can authorize their own MCP connection.<\/li>\n<\/ol>\n<h3>Step 2: Open Claude and add the monday connector<\/h3>\n<p>Open Claude (web or desktop) and go to the MCP settings or integrations panel. Select the option to add a new MCP server, then enter the monday MCP server URL (you&#8217;ll find this in the monday MCP support article or the app&#8217;s configuration page).<\/p>\n<p>If prompted for a transport type, select <strong>Streamable HTTP<\/strong>. This makes sure Claude connects to monday AI Workspace&#8217;s server correctly.<\/p>\n<h3>Step 3: Authorize access with OAuth<\/h3>\n<p>After you add the server URL, Claude will redirect you to a monday AI Workspace OAuth consent screen. This screen shows what permissions Claude is requesting: read and write access to boards, items, docs, and other workspace elements. You&#8217;ll also see which workspaces the connection covers.<\/p>\n<p>To authorize:<\/p>\n<ol>\n<li>Review the requested permissions.<\/li>\n<li>Select the appropriate workspaces, or grant account-wide access.<\/li>\n<li>Click <strong>Authorize<\/strong>.<\/li>\n<\/ol>\n<p>The connection inherits your existing monday AI Workspace permissions, so Claude can only access what you can access. You can revoke the OAuth token anytime from the monday AI Workspace admin panel.<\/p>\n<h3>Step 4: Test your first prompt<\/h3>\n<p>Test the connection by typing this into Claude:<\/p>\n"}]},{"main_heading":"","content_block":[{"acf_fc_layout":"colored_notification","text":"<p>List all boards in my monday AI Workspace.<\/p>\n","quote":false,"author":"","position":"","avatar":false}]},{"main_heading":"","content_block":[{"acf_fc_layout":"text","content":"<p>If it works, you&#8217;ll see a list of your board names. If it doesn&#8217;t work, check these three things:<\/p>\n<ul>\n<li>The MCP app is installed.<\/li>\n<li><a href=\"https:\/\/developer.monday.com\/apps\/docs\/oauth\">OAuth authorization<\/a> was completed.<\/li>\n<li>The server URL is correct.<\/li>\n<\/ul>\n<p>Try this second prompt to confirm Claude can read your board data:<\/p>\n"}]},{"main_heading":"","content_block":[{"acf_fc_layout":"colored_notification","text":"<p>&#8220;What items are currently in progress on my board?&#8221;<\/p>\n","quote":false,"author":"","position":"","avatar":false}]},{"main_heading":"","content_block":[{"acf_fc_layout":"text","content":"<p>If both prompts work, you&#8217;re all set for more advanced workflows.<\/p>\n"},{"acf_fc_layout":"image","image_type":"normal","image":347203,"image_link":""}]},{"main_heading":"What Claude can do once connected to monday AI Workspace","content_block":[{"acf_fc_layout":"text","content":"<p>Once the MCP connection is active, Claude can create, update, and analyze your boards, items, docs, and dashboards using natural language. Every action respects your monday AI Workspace permissions, and Claude confirms changes before executing them, so you stay in control.<\/p>\n<h3>Create and update boards, items, and columns<\/h3>\n<p>Claude can create new boards, add items to existing boards, update Status, People, and Date columns, and add or rename columns, all from a <a href=\"https:\/\/monday.com\/blog\/ai-agents\/ai-prompt-examples\/\">chat prompt<\/a>. Here&#8217;s what each action looks like:<\/p>\n<p><strong>Creating a board:<\/strong><\/p>\n"}]},{"main_heading":"","content_block":[{"acf_fc_layout":"colored_notification","text":"<p>Create a board called &#8216;Q3 Campaign Tracker&#8217; with columns for status, assignee, priority, and due date.<\/p>\n","quote":false,"author":"","position":"","avatar":false}]},{"main_heading":"","content_block":[{"acf_fc_layout":"text","content":"<p>Claude creates the board with that structure and confirms it&#8217;s done.<\/p>\n<p><strong>Updating an item:<\/strong><\/p>\n"}]},{"main_heading":"","content_block":[{"acf_fc_layout":"colored_notification","text":"<p>Change the status of &#8216;Homepage redesign&#8217; to &#8216;Done&#8217; on the Marketing board.<\/p>\n","quote":false,"author":"","position":"","avatar":false}]},{"main_heading":"","content_block":[{"acf_fc_layout":"text","content":"<p>Claude finds the item, updates the status, and confirms the change. Before making any change, Claude shows you what it&#8217;s about to do so you can review it.<\/p>\n<h3>Generate reports and dashboards from live board data<\/h3>\n<p>Claude can pull data from one or more boards to generate summary reports, status overviews, or workload analyses. This is especially valuable for managers and executives who need cross-board visibility without manually compiling data or building custom dashboards \u2014 particularly important given that <a href=\"https:\/\/wellingtone.co.uk\/publications\/state-of-project-management-research\/\">72% of respondents spend at least half a day<\/a> each month collating reports manually.<\/p>\n<p>Try this prompt:<\/p>\n"}]},{"main_heading":"","content_block":[{"acf_fc_layout":"colored_notification","text":"<p>Generate a weekly status report for my Product Launch board showing completed, in-progress, and overdue items.<\/p>\n","quote":false,"author":"","position":"","avatar":false}]},{"main_heading":"","content_block":[{"acf_fc_layout":"text","content":"<p>Claude reads the board data, organizes items by status, and gives you a structured summary. It can also create dashboard widgets and build new dashboards from a prompt, so you get real-time snapshots of project health.<\/p>\n<h3>Turn meeting notes into structured work items<\/h3>\n<p>This is one of the biggest time-savers with MCP. Paste raw <a href=\"https:\/\/monday.com\/blog\/productivity\/take-better-meeting-notes\/\">meeting notes<\/a> or a transcript into Claude and ask it to extract action items, assign owners, set due dates, and create items on a specific board.<\/p>\n<p>Try this:<\/p>\n"}]},{"main_heading":"","content_block":[{"acf_fc_layout":"colored_notification","text":"<p>Here are my meeting notes from today&#8217;s standup. Create items on the Sprint Board for each action item, assign the mentioned owners, and set due dates for this Friday.<\/p>\n","quote":false,"author":"","position":"","avatar":false}]},{"main_heading":"","content_block":[{"acf_fc_layout":"text","content":"<p>Claude reads the notes, identifies action items, and creates multiple items with all the details filled in. You save time on manual data entry after every meeting.<\/p>\n<h3>Search across workspaces and analyze cross-board data<\/h3>\n<p>Claude can query multiple boards at once to answer questions that would normally mean opening several tabs and cross-referencing data manually. This works because monday AI Workspace organizes work across departments in one system, giving Claude the context to connect dots across teams.<\/p>\n<p>Here are some cross-board query examples:<\/p>\n<ul>\n<li><strong>Cross-board search:<\/strong> &#8220;What&#8217;s overdue across all launch boards?&#8221;<\/li>\n<li><strong>Cross-board analysis:<\/strong> &#8220;Which team has the most blockers this week?&#8221;<\/li>\n<\/ul>\n<p>Claude uses the MCP connection to read data from every board you can access, then combines the results into one response.<\/p>\n<h3>Build and edit monday docs from Claude<\/h3>\n<p>Claude can create new monday docs (specs, <a href=\"https:\/\/monday.com\/blog\/project-management\/sop-template-standard-operating-procedure\/\">SOPs<\/a>, retros, project briefs) either as standalone workspace documents or attached to specific items.<\/p>\n<p>Here&#8217;s an example:<\/p>\n"}]},{"main_heading":"","content_block":[{"acf_fc_layout":"colored_notification","text":"<p>Create a project specification document attached to the &#8216;Client Onboarding Automation&#8217; item with sections for overview, requirements, timeline, and deliverables.<\/p>\n","quote":false,"author":"","position":"","avatar":false}]},{"main_heading":"","content_block":[{"acf_fc_layout":"text","content":"<p>Claude creates the document with that structure and links it to the item. It can also read existing docs and summarize them, so you can get up to speed on project context without opening multiple documents.<\/p>\n<h3>Interact with clickable UI components inside Claude<\/h3>\n<p>When Claude returns monday AI Workspace data, it includes clickable links and interactive elements so you can jump directly to the relevant board, item, or doc. This cuts down on <a href=\"https:\/\/monday.com\/w\/agentfactory\/blog\/context-switching\">context switching<\/a>, so you stay in Claude for analysis and decisions, then click through to the AI Workspace only when you need to take action or review details.<\/p>\n"},{"acf_fc_layout":"image","image_type":"normal","image":347811,"image_link":""}]},{"main_heading":"Ready-to-use prompts for Claude and monday MCP","content_block":[{"acf_fc_layout":"text","content":"<p>These prompts are ready to copy and paste, organized by complexity and workflow type. Just replace placeholder text (board names, team member names) with your own. For more prompt ideas, check out the monday AI Workspace support article on <a href=\"https:\/\/support.monday.com\/hc\/en-us\/articles\/28608471371410-Ready-to-use-monday-MCP-prompts\">MCP prompts<\/a>.<\/p>\n<h3>Starter prompts for boards and items<\/h3>\n<p>These prompts cover the most common board and item operations. Use these to get comfortable with the MCP connection before trying more complex workflows.<\/p>\n<ul>\n<li><strong>Create a board:<\/strong> &#8220;Create a board called &#8216;Website Refresh&#8217; with columns for status, assignee, priority, and due date.&#8221;<\/li>\n<li><strong>Add an item:<\/strong> &#8220;Add a new item called &#8216;Update homepage content&#8217; to the Website Refresh board.&#8221;<\/li>\n<li><strong>Update a status:<\/strong> &#8220;Change the status of the &#8216;Homepage redesign&#8217; item to &#8216;Done&#8217;.&#8221;<\/li>\n<li><strong>Assign a person:<\/strong> &#8220;Assign the &#8216;API documentation&#8217; item to Sarah.&#8221;<\/li>\n<li><strong>Set a due date:<\/strong> &#8220;Set the due date for &#8216;Q4 planning meeting&#8217; to next Friday.&#8221;<\/li>\n<li><strong>Find items by keyword:<\/strong> &#8220;Find all items in the Development board that contain &#8216;bug&#8217; in the name.&#8221;<\/li>\n<li><strong>View recent changes:<\/strong> &#8220;What changed in the Marketing board over the last week?&#8221;<\/li>\n<li><strong>Update multiple fields at once:<\/strong> &#8220;Find the &#8216;Homepage redesign&#8217; item and set Priority to &#8216;High&#8217;, Status to &#8216;Stuck&#8217;, and Owner to Daniel.&#8221;<\/li>\n<\/ul>\n<h3>Advanced prompts for reporting and cross-board analysis<\/h3>\n<p>These prompts show you how to combine multiple actions or query data across boards. They&#8217;re great for managers, project leads, and anyone who needs visibility beyond one board.<\/p>\n<p>Multi-step workflows and cross-board queries get the most out of your MCP connection. Try these:<\/p>\n<ul>\n<li><strong>Set up a complete project board:<\/strong> &#8220;Set up a complete product launch project: create a board called &#8216;Product Launch Q3&#8217;, add columns for status, assignee, priority, due date, and budget, then create initial items for research, design, development, and marketing phases.&#8221;<\/li>\n<li><strong>Generate a weekly activity report:<\/strong> &#8220;Generate a weekly activity report for my Development board showing what happened in the last 7 days.&#8221;<\/li>\n<li><strong>Find all stuck items across boards:<\/strong> &#8220;Create a status overview: find all items marked as &#8216;Stuck&#8217; or &#8216;Blocked&#8217; across all my boards and provide details about each one.&#8221;<\/li>\n<li><strong>Group items by assignee:<\/strong> &#8220;Analyze my team&#8217;s current workload by finding all active items and their current status across all boards.&#8221;<\/li>\n<li><strong>Executive reporting:<\/strong> &#8220;Search for all items containing &#8216;security audit&#8217; across my Development and QA boards, then create a summary report of their current status.&#8221;<\/li>\n<li><strong>Bulk reassignment:<\/strong> &#8220;Reassign all items assigned to John in the &#8216;Customer Onboarding&#8217; board to Alice.&#8221;<\/li>\n<li><strong>Multi-step workflow:<\/strong> &#8220;Create a bug, assign it to the on-call engineer, set severity to &#8216;High&#8217;, and notify the team in an update.&#8221;<\/li>\n<\/ul>\n<h3>Tips for writing effective MCP prompts<\/h3>\n<p>To get accurate results, your prompts need to be specific and structured. These tips will help you get consistent results from your MCP connection.<\/p>\n<ul>\n<li><strong>Be specific with board and item names:<\/strong> Use the exact names from your boards. &#8220;Update the &#8216;Homepage redesign&#8217; item on the &#8216;Marketing Q3&#8217; board&#8221; works more reliably than &#8220;update the homepage item.&#8221;<\/li>\n<li><strong>Break complex requests into sequential steps:<\/strong> For multi-step workflows, describe each step one at a time. Claude will handle them one by one and confirm each action before moving on.<\/li>\n<li><strong>Reference column names exactly:<\/strong> Use the column names as they appear on your board (e.g., &#8220;Status,&#8221; &#8220;Priority,&#8221; &#8220;Due Date&#8221;) so Claude maps your request to the correct fields.<\/li>\n<li><strong>Test on non-critical boards first:<\/strong> When trying new prompt patterns, test them on a practice board before using them on real data.<\/li>\n<li><strong>Review AI-suggested changes before confirming:<\/strong> Claude shows you what it&#8217;s about to change before doing it. Double-check the details, especially for bulk updates or deletions.<\/li>\n<li><strong>Start simple, then add complexity:<\/strong> Begin with single-action prompts and gradually combine actions as you get comfortable with how Claude interprets your requests.<\/li>\n<\/ul>\n<a class=\"cta-button blue-button\" aria-label=\"Get started\" href=\"https:\/\/auth.monday.com\/users\/sign_up_new\" target=\"_blank\">Get started<\/a>\n"}]},{"main_heading":"Security, permissions, and governance for monday MCP","content_block":[{"acf_fc_layout":"text","content":"<p>monday MCP is built on the same enterprise-grade security infrastructure as the rest of monday AI Workspace, including <a href=\"https:\/\/monday.com\/terms\/soc2\">SOC 2 Type II<\/a>, ISO\/IEC 27001, ISO\/IEC 27701, and <a href=\"https:\/\/support.monday.com\/hc\/en-us\/articles\/360006506699-monday-com-and-HIPAA\">HIPAA compliance<\/a>. Every MCP interaction follows the same security protocols that protect your workspace data, so there&#8217;s no separate security model to learn or manage.<\/p>\n<h3>How OAuth authentication protects your workspace<\/h3>\n<p>OAuth is an industry-standard protocol that lets Claude access your monday AI Workspace data without ever seeing or storing your password. When you authorize the MCP connection, monday AI Workspace issues a token that Claude uses for all subsequent requests. This token grants specific, scoped permissions and not just blanket access to your account.<\/p>\n<p>Key protections to know:<\/p>\n<ul>\n<li><strong>TLS encryption:<\/strong> All data transfers are encrypted in transit.<\/li>\n<li><strong>Revocable tokens:<\/strong> Tokens can be revoked at any time from the monday AI Workspace admin panel.<\/li>\n<li><strong>Instant access removal:<\/strong> If a team member leaves or changes roles, revoking their token immediately cuts off Claude&#8217;s access through their connection.<\/li>\n<\/ul>\n<h3>Why Claude can only access what you can access<\/h3>\n<p>MCP operates within the AI Workspace&#8217;s existing permission framework. If you don&#8217;t have access to a specific board or workspace, Claude can&#8217;t access it either and this applies to both read and write actions.<\/p>\n<p>For example, if you&#8217;re a member of the Marketing workspace but not the Finance workspace, Claude will only be able to read and act on Marketing boards. This permission inheritance ensures that MCP access always mirrors what a team member already has on monday AI Workspace.<\/p>\n<h3>How to scope MCP access to specific workspaces<\/h3>\n<p>Admins can limit MCP access to specific workspaces rather than granting account-wide access. During OAuth authorization, the admin selects which workspaces the MCP connection can reach.<\/p>\n<p>This is vital for organizations with sensitive data in certain workspaces (e.g., HR, Finance, or Legal). By scoping access, admins make sure that even if a team member has broad monday AI Workspace permissions, their MCP connection only touches the workspaces explicitly approved for AI interaction.<\/p>\n<h3>Best practices for monitoring AI-driven activity<\/h3>\n<p>Maintaining visibility into what Claude does on your behalf is essential for responsible AI adoption. The following practices help you stay informed and in control.<\/p>\n<ul>\n<li><strong>Review AI-suggested changes before confirming:<\/strong> Claude presents proposed modifications before executing them. Verify details before approving, especially for bulk updates or actions that affect multiple items.<\/li>\n<li><strong>Check the activity log for MCP-initiated actions:<\/strong> monday AI Workspace&#8217;s activity log records changes made through MCP, so you can audit what was modified, when, and by which team member&#8217;s connection.<\/li>\n<li><strong>Set up notifications for board changes:<\/strong> Use the AI Workspace&#8217;s built-in notification settings to receive alerts when items are created, updated, or deleted. This provides an additional layer of visibility into MCP-driven activity.<\/li>\n<li><strong>Periodically audit active MCP connections:<\/strong> Review which team members have active MCP connections and whether their access scopes are still appropriate for their current roles.<\/li>\n<li><strong>Revoke tokens for team members who no longer need AI access:<\/strong> When team members change roles or leave the organization, revoke their MCP tokens promptly to maintain a clean access footprint.<\/li>\n<\/ul>\n"}]},{"main_heading":"How admins control MCP access with a custom OAuth app","content_block":[{"acf_fc_layout":"text","content":"<p>Most teams can use the default hosted MCP connector, which handles authentication and permissions automatically. Organizations with advanced security requirements may want to create a custom OAuth app for more granular control over scopes, token lifecycle, and audit trails.<\/p>\n<h3>When to use a custom OAuth app instead of the hosted connector<\/h3>\n<p>A custom OAuth app makes sense when your organization has specific requirements that go beyond the default connector&#8217;s capabilities. The following scenarios typically warrant a custom approach:<\/p>\n<ul>\n<li><strong>The organization needs to restrict MCP to specific API scopes<\/strong> beyond what the default connector offers, for example, granting read-only access without write permissions.<\/li>\n<li><strong>The security team requires a dedicated client ID and secret<\/strong> for audit purposes, separate from other integrations.<\/li>\n<li><strong>The organization wants to <\/strong><a href=\"https:\/\/developer.monday.com\/api-reference\/docs\/integrate-with-monday-mcp\"><strong>integrate MCP<\/strong><\/a><strong> into a broader identity management system<\/strong> such as an SSO provider or centralized API gateway.<\/li>\n<li><strong>Compliance requirements mandate custom token lifecycle management<\/strong>, including automated rotation or expiration policies.<\/li>\n<\/ul>\n<p>For most small-to-mid-sized teams, the default hosted connector is sufficient and requires no additional configuration beyond the standard 4-step setup.<\/p>\n<h3>How to set up scope-limited MCP access for your team<\/h3>\n<p>Setting up a custom OAuth app takes a few additional steps, but gives your security team precise control over what Claude can and can&#8217;t do. Here&#8217;s how to approach it:<\/p>\n<ol>\n<li><strong>Register a new application<\/strong> in the monday AI Workspace developer portal.<\/li>\n<li><strong>Select the specific API scopes<\/strong> you want to grant \u2014 for example, read access to boards and items but not write access to docs.<\/li>\n<li><strong>Distribute the connection credentials<\/strong> (client ID and redirect URL) to authorized team members.<\/li>\n<li><strong>Each team member completes the OAuth flow<\/strong> using these credentials, which limits their MCP connection to the scopes you defined.<\/li>\n<li><strong>Test the connection<\/strong> with a restricted prompt to verify that scope limitations are enforced correctly.<\/li>\n<\/ol>\n<p>For detailed technical steps, including API scope definitions and token management, refer to monday AI Workspace&#8217;s <a href=\"https:\/\/developer.monday.com\/\" target=\"_blank\" rel=\"noopener\">developer documentation<\/a>.<\/p>\n<a class=\"cta-button blue-button\" aria-label=\"Get started\" href=\"javascript:void(0);\" target=\"_blank\">Get started<\/a>\n"}]},{"main_heading":"Troubleshooting common monday MCP connection issues","content_block":[{"acf_fc_layout":"text","content":"<p>Most MCP connections work on the first attempt, but if something goes wrong, the fix is usually straightforward. The sections below cover the 3 most common issues and how to resolve each one.<\/p>\n<h3>How to fix OAuth authorization failures and redirect errors<\/h3>\n<p><strong>Symptom:<\/strong> Claude shows an error after the OAuth redirect, or the authorization page doesn&#8217;t load.<\/p>\n<p>The following causes are most common:<\/p>\n<ul>\n<li><strong>The monday MCP app isn&#8217;t installed:<\/strong> Ask an account admin to install it from the marketplace.<\/li>\n<li><strong>The browser is blocking pop-ups or redirects:<\/strong> Allow pop-ups for monday AI Workspace in your browser settings.<\/li>\n<li><strong>Your monday AI Workspace session has expired:<\/strong> Log in to monday AI Workspace in a separate tab first, then retry the OAuth flow.<\/li>\n<li><strong>The OAuth token has been revoked:<\/strong> Re-authorize the connection by repeating Step 3 of the setup process.<\/li>\n<\/ul>\n<h3>How to resolve &#8220;action not found&#8221; errors<\/h3>\n<p><strong>Symptom:<\/strong> Claude returns an error saying the requested action isn&#8217;t available.<\/p>\n<p>The most common cause is that you&#8217;re asking Claude to perform an action outside the granted OAuth scopes, or you don&#8217;t have permission to perform that action on the specified board. To resolve this:<\/p>\n<ol>\n<li>Check the OAuth scopes granted during authorization.<\/li>\n<li>Verify that you have the necessary board-level permissions on monday AI Workspace.<\/li>\n<li>If you recently changed your monday AI Workspace role or permissions, re-authorize the MCP connection to pick up the updated access levels.<\/li>\n<\/ol>\n<h3>How to manage rate limits for high-volume workflows<\/h3>\n<p><strong>Symptom:<\/strong> Claude returns an error about too many requests, or responses are delayed.<\/p>\n<p>monday MCP uses monday AI Workspace&#8217;s standard API, which has rate limits. For most individual team members, these limits are unlikely to be an issue \u2014 they primarily affect teams running high-volume automated workflows.<\/p>\n<p>To stay within limits:<\/p>\n<ul>\n<li>Space out bulk operations (e.g., creating 50 items) by breaking them into smaller batches.<\/li>\n<li>Avoid running multiple MCP sessions simultaneously from the same account.<\/li>\n<li>Check monday AI Workspace&#8217;s API documentation for current rate limit thresholds.<\/li>\n<\/ul>\n<h3>AI agents across monday AI Workspace that work alongside MCP<\/h3>\n<p>monday AI Workspace includes several <a href=\"https:\/\/monday.com\/blog\/ai-agents\/what-is-an-ai-agent\/\">AI agents<\/a> designed to handle ongoing work across sales, operations, and service workflows. These agents run continuously in the background, complementing the on-demand analysis you do through Claude and MCP.<\/p>\n<ul>\n<li><strong>Meeting Summarizer:<\/strong> Analyzes meetings to generate concise summaries and action items. It captures call details in the background, so when you ask Claude to summarize a project&#8217;s history, the meeting context is already there.<\/li>\n<li><strong>Sentiment Detector:<\/strong> Flags sentiment shifts across customer communications in real time. It proactively notifies the right owner when sentiment turns negative, while Claude via MCP can provide deeper analysis on demand.<\/li>\n<li><strong>Task Prioritizer:<\/strong> Analyzes workload, deadlines, and dependencies to recommend which tasks should be tackled first. It runs continuously across project boards, helping teams focus on what&#8217;s important.<\/li>\n<li><strong>Risk Analyzer:<\/strong> Monitors project health indicators and flags potential risks before they become blockers. It alerts project managers when timelines slip or dependencies break.<\/li>\n<li><strong>Resource Allocator:<\/strong> Tracks team capacity and workload distribution, suggesting reassignments when team members are overloaded or underutilized.<\/li>\n<\/ul>\n"},{"acf_fc_layout":"image","image_type":"normal","image":351822,"image_link":""}]},{"main_heading":"From prompts to agents: scaling AI adoption on monday AI Workspace","content_block":[{"acf_fc_layout":"text","content":"<p>The journey from connecting Claude via MCP to running <a href=\"https:\/\/monday.com\/w\/de\/agentfactory\/blog\/autonomous-workflows-ai-agents\">autonomous workflows<\/a> follows a natural progression. Understanding this path helps you plan how AI fits into your team&#8217;s operations over time and builds your confidence before scaling.<\/p>\n<h3>Start with conversational access, then scale to autonomous execution<\/h3>\n<p>MCP gives you conversational access to your work context. You ask Claude a question or request an action, and Claude responds. This is valuable for ad-hoc analysis, one-time updates, and exploratory queries.<\/p>\n<p>As you identify prompts that you run repeatedly, those become candidates for automation. A prompt like &#8220;Flag all deals that have been in Negotiation for more than 14 days&#8221; might start as a weekly manual query. Once you&#8217;ve validated its value, you can turn that workflow into a monday agent that runs continuously \u2014 flagging at-risk deals and notifying the right people without requiring a prompt each time. The shift toward this kind of autonomous execution is already underway: <a href=\"https:\/\/www.weforum.org\/publications\/ai-agents-in-action-foundations-for-evaluation-and-governance\/\">82% of executives report plans to adopt AI agents<\/a> within the next one to three years (World Economic Forum, &#8220;AI Agents in Action,&#8221; 2025).<\/p>\n<p>This progression reduces the learning curve and builds confidence before scaling. You validate through conversation (MCP), then automate through agents.<\/p>\n<h3>The ecosystem works together<\/h3>\n<p>Each AI capability on monday AI Workspace serves a different purpose, and they&#8217;re most powerful when used in combination:<\/p>\n<ul>\n<li><a href=\"https:\/\/monday.com\/w\/mcp\"><strong>MCP<\/strong><\/a><strong>:<\/strong> Connects external AI assistants like Claude to your workspace for on-demand, conversational access.<\/li>\n<li><a href=\"https:\/\/monday.com\/w\/sidekick\"><strong>monday sidekick<\/strong><\/a><strong>:<\/strong> Provides built-in AI assistance directly inside monday AI Workspace for quick actions and in-context help.<\/li>\n<li><a href=\"https:\/\/monday.com\/w\/agents\"><strong>monday agents<\/strong><\/a><strong>:<\/strong> Runs autonomous workflows 24\/7, handling ongoing processes like lead scoring, sentiment detection, and risk analysis.<\/li>\n<li><a href=\"https:\/\/monday.com\/w\/vibe\"><strong>monday vibe<\/strong><\/a><strong>:<\/strong> Builds custom apps from natural-language descriptions, turning your ideas into functional software without code.<\/li>\n<\/ul>\n<p>These capabilities complement each other. You might use Claude via MCP to analyze data and identify patterns, then use Vibe to build a dashboard that visualizes those patterns, while agents handle the ongoing execution of related workflows in the background.<\/p>\n"},{"acf_fc_layout":"image","image_type":"normal","image":358286,"image_link":""}]},{"main_heading":"Start connecting Claude to monday AI Workspace today","content_block":[{"acf_fc_layout":"text","content":"<p>Connecting Claude to monday AI Workspace via MCP is one of the fastest ways to reduce manual work across your team\u00a0\u2014 whether you&#8217;re logging deals after a sales call, generating cross-board status reports, or turning meeting notes into action items.<\/p>\n<p>Start small: connect Claude, run a few starter prompts, and identify the workflows you repeat most often. Those repetitive queries are your best candidates for monday agents \u2014 autonomous workflows that handle the ongoing work while you focus on decisions that need your judgment.<\/p>\n<a class=\"cta-button blue-button\" aria-label=\"Get started\" href=\"https:\/\/auth.monday.com\/users\/sign_up_new\" target=\"_blank\">Get started<\/a>\n"}]},{"main_heading":"","content_block":[{"acf_fc_layout":"text","content":"<div class=\"accordion faq\" id=\"faq-frequently-asked-questions\">\n  <h2 class=\"accordion__heading section-title text-left\">Frequently asked questions<\/h2>\n    <div class=\"accordion__item\">\n    <a class=\"accordion__button d-block\" data-toggle=\"collapse\" data-parent=\"#faq-frequently-asked-questions\" href=\"#q-frequently-asked-questions-1\"\n      aria-expanded=\"false\">\n      <h3 class=\"accordion__question\">Can I use monday MCP with Claude's free plan?        <svg class=\"angle-arrow angle-arrow--down\" width=\"32\" height=\"32\" viewBox=\"0 0 32 32\" fill=\"none\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\">\n          <path fill-rule=\"evenodd\" clip-rule=\"evenodd\" d=\"M16.5303 20.8839C16.2374 21.1768 15.7626 21.1768 15.4697 20.8839L7.82318 13.2374C7.53029 12.9445 7.53029 12.4697 7.82318 12.1768L8.17674 11.8232C8.46963 11.5303 8.9445 11.5303 9.2374 11.8232L16 18.5858L22.7626 11.8232C23.0555 11.5303 23.5303 11.5303 23.8232 11.8232L24.1768 12.1768C24.4697 12.4697 24.4697 12.9445 24.1768 13.2374L16.5303 20.8839Z\" fill=\"black\"\/>\n        <\/svg>\n      <\/h3>\n    <\/a>\n    <div id=\"q-frequently-asked-questions-1\" class=\"accordion__answer collapse collapse--md\" data-parent=\"#faq-frequently-asked-questions\">\n      <p>Claude's free tier provides basic MCP connection support, though it may have lower rate limits and fewer concurrent connections compared to paid plans. For full MCP functionality with standard usage limits, Claude Pro or higher is recommended.<\/p>\n    <\/div>\n  <\/div>\n    <div class=\"accordion__item\">\n    <a class=\"accordion__button d-block\" data-toggle=\"collapse\" data-parent=\"#faq-frequently-asked-questions\" href=\"#q-frequently-asked-questions-2\"\n      aria-expanded=\"false\">\n      <h3 class=\"accordion__question\">Does Claude store my monday AI Workspace data after an MCP session?        <svg class=\"angle-arrow angle-arrow--down\" width=\"32\" height=\"32\" viewBox=\"0 0 32 32\" fill=\"none\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\">\n          <path fill-rule=\"evenodd\" clip-rule=\"evenodd\" d=\"M16.5303 20.8839C16.2374 21.1768 15.7626 21.1768 15.4697 20.8839L7.82318 13.2374C7.53029 12.9445 7.53029 12.4697 7.82318 12.1768L8.17674 11.8232C8.46963 11.5303 8.9445 11.5303 9.2374 11.8232L16 18.5858L22.7626 11.8232C23.0555 11.5303 23.5303 11.5303 23.8232 11.8232L24.1768 12.1768C24.4697 12.4697 24.4697 12.9445 24.1768 13.2374L16.5303 20.8839Z\" fill=\"black\"\/>\n        <\/svg>\n      <\/h3>\n    <\/a>\n    <div id=\"q-frequently-asked-questions-2\" class=\"accordion__answer collapse collapse--md\" data-parent=\"#faq-frequently-asked-questions\">\n      <p>Claude doesn't retain monday AI Workspace data after the session ends. The platform doesn't review or access the content of conversations between you and Claude.<\/p>\n    <\/div>\n  <\/div>\n    <div class=\"accordion__item\">\n    <a class=\"accordion__button d-block\" data-toggle=\"collapse\" data-parent=\"#faq-frequently-asked-questions\" href=\"#q-frequently-asked-questions-3\"\n      aria-expanded=\"false\">\n      <h3 class=\"accordion__question\">Can multiple team members connect their own Claude accounts to the same monday workspace?        <svg class=\"angle-arrow angle-arrow--down\" width=\"32\" height=\"32\" viewBox=\"0 0 32 32\" fill=\"none\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\">\n          <path fill-rule=\"evenodd\" clip-rule=\"evenodd\" d=\"M16.5303 20.8839C16.2374 21.1768 15.7626 21.1768 15.4697 20.8839L7.82318 13.2374C7.53029 12.9445 7.53029 12.4697 7.82318 12.1768L8.17674 11.8232C8.46963 11.5303 8.9445 11.5303 9.2374 11.8232L16 18.5858L22.7626 11.8232C23.0555 11.5303 23.5303 11.5303 23.8232 11.8232L24.1768 12.1768C24.4697 12.4697 24.4697 12.9445 24.1768 13.2374L16.5303 20.8839Z\" fill=\"black\"\/>\n        <\/svg>\n      <\/h3>\n    <\/a>\n    <div id=\"q-frequently-asked-questions-3\" class=\"accordion__answer collapse collapse--md\" data-parent=\"#faq-frequently-asked-questions\">\n      <p>Yes. Each team member can authorize their own individual MCP connection via OAuth. Each connection inherits that specific team member's monday AI Workspace permissions, so different team members may see different data based on their access levels.<\/p>\n    <\/div>\n  <\/div>\n    <div class=\"accordion__item\">\n    <a class=\"accordion__button d-block\" data-toggle=\"collapse\" data-parent=\"#faq-frequently-asked-questions\" href=\"#q-frequently-asked-questions-4\"\n      aria-expanded=\"false\">\n      <h3 class=\"accordion__question\">Does monday MCP work with Claude Code and other developer-focused MCP clients?        <svg class=\"angle-arrow angle-arrow--down\" width=\"32\" height=\"32\" viewBox=\"0 0 32 32\" fill=\"none\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\">\n          <path fill-rule=\"evenodd\" clip-rule=\"evenodd\" d=\"M16.5303 20.8839C16.2374 21.1768 15.7626 21.1768 15.4697 20.8839L7.82318 13.2374C7.53029 12.9445 7.53029 12.4697 7.82318 12.1768L8.17674 11.8232C8.46963 11.5303 8.9445 11.5303 9.2374 11.8232L16 18.5858L22.7626 11.8232C23.0555 11.5303 23.5303 11.5303 23.8232 11.8232L24.1768 12.1768C24.4697 12.4697 24.4697 12.9445 24.1768 13.2374L16.5303 20.8839Z\" fill=\"black\"\/>\n        <\/svg>\n      <\/h3>\n    <\/a>\n    <div id=\"q-frequently-asked-questions-4\" class=\"accordion__answer collapse collapse--md\" data-parent=\"#faq-frequently-asked-questions\">\n      <p>monday MCP works with any MCP-compatible client, including Claude Code, Cursor, ChatGPT, Copilot Studio, le Chat, Figma Make, and Gemini CLI. Individual setup steps may vary by client. Refer to monday AI Workspace's support documentation for client-specific instructions.<\/p>\n    <\/div>\n  <\/div>\n  <script type='application\/ld+json'>{\n    \"@context\": \"https:\\\/\\\/schema.org\",\n    \"@type\": \"FAQPage\",\n    \"mainEntity\": [\n        {\n            \"@type\": \"Question\",\n            \"name\": \"Can I use monday MCP with Claude's free plan?\",\n            \"acceptedAnswer\": {\n                \"@type\": \"Answer\",\n                \"text\": \"<p>Claude's free tier provides basic MCP connection support, though it may have lower rate limits and fewer concurrent connections compared to paid plans. 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Each team member can authorize their own individual MCP connection via OAuth. Each connection inherits that specific team member's monday AI Workspace permissions, so different team members may see different data based on their access levels.<\/p>\n"},{"question":"Does monday MCP work with Claude Code and other developer-focused MCP clients?","answer":"<p>monday MCP works with any MCP-compatible client, including Claude Code, Cursor, ChatGPT, Copilot Studio, le Chat, Figma Make, and Gemini CLI. Individual setup steps may vary by client. 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