Instant Connections

Tool to retrieve statistics about account-level triggers and automations. Use when you need to monitor trigger execution metrics including success rates, failure counts, and total execution numbers.

Tool to activate or reactivate users in a Monday.com account. Use when you need to enable user accounts that were previously deactivated. Cannot be used to activate your own account. Requires account management permissions.

Tool to add subscribers or owners to a monday.com object. Use when you need to grant users notification access or ownership permissions to a specific object.

Tool to add teams to a Monday.com board with specified permission levels. Use when you need to associate teams with a board as owners or subscribers.

Adds users to a Monday.com board with a specified role.

Tool to add users to a Monday.com team. Use when updating team membership by adding user(s).

Tool to add one or more users to a workspace. Use when inviting existing users to collaborate in a workspace.

Tool to aggregate data across Monday.com boards using groupings and aggregation functions like COUNT, SUM, MEAN, MIN, MAX. Use when you need to compute metrics, counts, or summaries from board data with optional filtering and grouping.

Tool to retrieve current app subscription data for the account. Use when you need to check subscription status, billing period, trial status, or pricing information. Must be called within app context using account authentication token.

Archives a specified, existing, and unarchived board in Monday.com; archived boards can typically be restored later.

Archives an existing Monday.com item, moving it from active board views to the archive where it can be potentially restored.

Archives a Monday.com object by changing its state to archived rather than permanently deleting it. Use when you need to remove objects from active use while preserving the ability to restore them later.

Tool to archive a Monday.com workspace. Use when you want to soft-remove a workspace from view.

Tool to retrieve detailed security-related activity records for a Monday.com account. Use when you need to audit user actions, security events, or account activity. Requires Enterprise plan and account admin permissions with manage_account_security scope.

Tool to retrieve document block data from workdocs via the API. Returns block metadata including type, content, position, and creation info. Use when you need to fetch content blocks from Monday.com documents.

Tool to retrieve board data via the Monday.com API. Returns core metadata (id, name, state, kind, hierarchy type, workspace) about one or multiple boards with filtering options by state, board kind, hierarchy type, and workspace. For structural details, column configurations, or ownership info, use dedicated board enrichment tools.

Changes a specific column's value for a Monday.com item using a simple string, suitable for Text, Status, or Dropdown columns; can create new labels if `create_labels_if_missing` is true for Status/Dropdown columns.

Tool to retrieve column metadata from boards via the GraphQL API. Returns array of column information including type, title, settings, and capabilities. Use when you need to inspect board structure or column configuration.

Tool to retrieve board IDs associated with connection columns. Use when you need to discover which boards can be linked through connection columns. Queries boards and filters for connection columns (board_relation type) to extract the configured board IDs from their settings.

Tool to retrieve connection data for integrations with external services. Use when you need to inspect or manage integrations like Gmail, Slack, or other external service connections. Returns a list of connections with details about authentication, state, and associated accounts.

Links an existing project board to a portfolio board for centralized management. Requires boards:write scope and Enterprise plan.

Converts a regular Monday.com board into a project board with advanced project management features. Use when upgrading a board to enable project-specific capabilities like timeline views, project status tracking, and owner assignments.

Creates a Monday.com board; `template_id` if used must be accessible, and `folder_id` must be in `workspace_id` if both are provided.

Creates a new column with a specified type and title on a monday.com board.

Tool to create a custom activity in the Monday.com Emails & Activities app. Use when you need to define a new activity type with specific color and icon for tracking interactions.

Tool to create a Monday.com dashboard with associated boards. Use when you need to establish a new dashboard in a workspace with specific board visibility settings.

Tool to create a new doc in Monday.com. Use when you need to add a doc to a workspace or into a doc column on an item.

Tool to create a new folder in a Monday.com workspace to organize boards. Use when you need to structure boards within a workspace by grouping them into folders.

Creates a new group with the given `group_name` on an existing Monday.com board, identified by its `board_id`.

Creates a new item on a Monday.com board, optionally assigning it to a group and setting column values.

Creates a new item on a Monday.com board from a natural language description. Fetches the board's column schema at runtime, uses an LLM to generate the column values and extract the item name, and creates the item.

Tool to send a notification to a user. Use when you need to alert a user about a board, item, or update. Call after obtaining the user and target IDs.

Tool to create any Monday.com object via GraphQL mutation. Use when you need to create workspaces, boards, items, columns, docs, updates, webhooks, or other Monday.com objects using custom GraphQL queries.

Tool to create a new tag or return an existing tag. Use when you need to label items with color-coded tags on a public or private board.

Tool to create a new timeline item in the Emails & Activities app on a Monday.com item. Use when you need to establish a timeline event or activity on an item. Note: Timeline items created via this action won't trigger automations that run when a new E&A timeline item is created.

Tool to create a new update for an item or reply to an existing update. Use after determining the target item or update to comment on.

Tool to invite and create a new user. Use when you need to programmatically add new users to your Monday account.

Tool to create a Monday.com workspace. Use when you need to programmatically add a workspace after planning your project structure.

Tool to retrieve custom activity data from the Emails & Activities app. Use when you need to list available custom activities with their metadata. Returns up to 50 activities per query.

Tool to deactivate users from a monday.com account. Use when you need to remove users from the account; only admins can perform this action, and users cannot deactivate themselves. Deactivating a user also deactivates their integrations and automations.

Tool to remove uploaded files. Since monday.com doesn't provide a direct asset deletion API, this tool deletes the enclosing update or clears files from a File column. Both operations are permanent and irreversible; confirm with the user before invoking.

Tool to permanently delete a board from your Monday.com account. Use when you need to remove a board permanently after verifying its ID. This action cannot be undone.

Deletes a specified column from a Monday.com board; this action is destructive and cannot be undone via the API.

Tool to delete a custom activity from the Emails & Activities app. Use when you need to remove a custom activity by its unique identifier.

Tool to delete a Monday.com doc by its ID. Use when you need to remove a doc that is no longer needed.

Tool to permanently delete a folder and all its contents from a Monday.com workspace. Use when you need to remove a folder along with all nested subfolders and boards. This action is irreversible.

Permanently deletes an existing group (and its items) from an existing board in Monday.com.

Permanently deletes an existing Monday.com item; this action is irreversible via the API.

Tool to permanently delete a Monday.com object with a 30-day recovery grace period. Use when you need to remove any object type from Monday.com by its unique identifier.

Tool to remove subscribers from a Monday.com board. Use when revoking subscriber access for specific users on a board.

Tool to remove a tag from an item in Monday.com. Important: Monday.com's GraphQL API does not provide a mutation to delete a tag from the account. Tags are account-level entities shared across boards. This action can remove a tag from a specific item by updating its tags column to exclude the given tag_id. To do so, provide item_id and board_id.

Tool to delete an existing team; use when you need to permanently remove a team by its ID after confirming it’s no longer needed.

Tool to remove teams from a board; use when you need to revoke team access to a specific board.

Tool to remove teams from a workspace. Use when revoking workspace access for specific teams.

Tool to delete a timeline item from the Emails & Activities app. Use when you need to remove an existing timeline event or activity from a Monday.com item. This action is irreversible.

Tool to delete an update by its ID. Use when an update is no longer relevant. Use after confirming deletion is irreversible.

Tool to permanently delete a workspace by its ID. Use when a workspace is no longer needed. Use after confirming deletion is irreversible.

Tool to retrieve Monday.com document data via the API. Use when you need to fetch documents with filtering by IDs, object IDs, workspace IDs, or with pagination support.

Tool to duplicate a Monday.com board with its structure and optionally items and updates. Use when you need to create a copy of an existing board. Duplication is asynchronous and may take time to complete for large boards.

Duplicates an item on a Monday.com board, optionally including its updates.

Tool to modify the text content of an existing update on an item. Use when you need to correct or change a previously posted update.

Retrieve account metadata and settings for the authenticated Monday.com account. Use this action to inspect account configuration such as: - Account name, slug, and tier - Active member count - Calendar preferences (first day of week, timeline weekends) - Active products and billing plan details Requires the 'account:read' OAuth scope.

Tool to retrieve activity logs from a specific Monday.com board. Use when you need to track changes, user actions, or board history for auditing or analytics purposes.

Tool to retrieve the Monday.com API version in use. Use when you need to check which API version is currently active for debugging or compatibility purposes.

Tool to retrieve file/asset metadata from monday.com by asset IDs. Returns file information including URL, name, size, extension, and thumbnails for images. Asset IDs originate from updates, update replies, or file-type columns.

Tool to retrieve board view data via GraphQL API. Returns array of board view metadata including type, settings, filters, and access levels. Must be nested within a boards query.

Tool to retrieve all favorited items for the authenticated user. Use when you need to query items that have been marked as favorites.

Tool to retrieve folder data from workspaces with filtering and pagination options. Use when you need to list folders from specific workspaces or filter by folder IDs.

Tool to retrieve form metadata via the API using the form's unique token from the URL. Returns form configuration, questions, and settings.

Tool to retrieve specific items by their IDs from Monday.com, returning metadata including name, timestamps, state, board, and group information. Use when you need to fetch detailed information about specific items.

Tool to fetch the current authenticated user's profile and permissions. Use when you need to retrieve user metadata before performing other operations.

Execute a caller-provided Monday.com GraphQL document and return its complexity data. The supplied document runs in full and may perform destructive mutations.

Tool to retrieve complexity data and cost metrics for Monday.com API operations. Use when you need to monitor API rate limits and complexity budget usage.

Tool to retrieve tags from the account. Use when you need to list all tags or filter by specific IDs.

Tool to retrieve teams from Monday.com. Use when you need an overview of teams in your account.

Retrieves updates and their replies for a specific Monday.com item. Use this to fetch conversation threads and discussions attached to an item, including all replies to each update.

Tool to retrieve updates for a specific item. Use when you need to fetch the conversation history tied to an item.

Tool to retrieve data about available API versions. Use when you need to check which API versions are supported by Monday.com.

Tool to retrieve type-specific board view configuration schemas via GraphQL API. Use when you need to understand the structure and available settings for creating or updating board views of a specific type.

Tool to retrieve webhooks for a board. Use when you need to list all webhooks on a board.

Tool to retrieve workspaces. Use when you need to list workspaces with optional filtering, pagination, or ordering after authentication.

Tool to import HTML content into a new Monday.com doc, converting it to doc blocks. Use when you need to create a doc from HTML content.

Tool to retrieve items from a Monday.com board (or group) with server-side filtering, full column_values, and cursor-based pagination via items_page and next_items_page queries. Use when you need paginated access to board items with detailed column data and optional filtering/sorting.

Tool to like an update on an item. Use when you want to express approval or acknowledgment of an update.

Tool to retrieve all groups of a specified board. Use when you need to list groups on a board after confirming its board ID. Response is nested under data → boards[0] → groups; confirm boards[0] exists before accessing groups.

Retrieves specified subitems from Monday.com using their IDs, returning raw JSON. Returned `column_values` fields (`text`, `value`) are frequently null or JSON-encoded strings (including numbers as quoted strings); null-check and JSON-decode before use.

Tool to search for items on a Monday.com board based on column values using the items_page_by_column_values query. Use when you need to find items matching specific column criteria (e.g., status="Done", name contains "Task 1"). For initial requests, provide columns; for pagination, use the cursor from the previous response.

Tool to retrieve subitems nested under parent items via GraphQL API. Use when you need to list subitems and their column values for specific parent items. Monday's API requires querying subitems through their parent items.

Tool to list members of a specified team. Use when you need to retrieve all users in a given Monday.com team after confirming its team ID.

Retrieves a list of users from Monday.com. Paginate by starting at page=1, incrementing page on each request, and stopping when the returned user list is empty. An empty user list does not signify action failure.

Moves a Monday.com item to a specified board and group; requires the item, target board, and target group to exist.

Moves an item to a different group on the same Monday.com board; the item and group must exist.

Tool to query a board's notification mute settings. Use when you need to check if notifications are muted for specific boards.

Tool to pin an update to the top of an item. Use when you need to highlight an important update or keep it visible at the top.

Tool to publish a Monday.com object. Use when you need to make an object publicly visible or change its state to published.

Tool to query dashboards via Monday.com objects API. Use when you need to list all dashboards with their metadata, owners, and subscribers.

Tool to query sprint data for agile project management from Monday.com boards. Use when you need to retrieve sprint information including sprint title, ID, color, position, archived/deleted status, and associated items.

Tool to remove users from a Monday.com team. Use when updating team membership by removing user(s).

Tool to remove users from a workspace. Use when revoking access for specific users in a workspace.

Sets or updates a board's default role and permissions. Use when you need to configure default permissions for a board. Requires boards:write scope and can only be used by board owners on enterprise plans.

Tool to retrieve an item's Email & Activities (E&A) timeline data from Monday.com. Use when you need to access CRM activity tracking and client communication history for a specific item. This returns a paginated list of timeline entries.

Tool to retrieve a specific timeline item from the Emails & Activities app by ID. Use when you need to fetch metadata including content, user, title, type, and associated custom activity for a timeline item.

Tool to remove a like from an update on an item. Use when you want to retract a previously expressed approval or acknowledgment of an update.

Tool to unpin an update from the top of an item. Use when you want to remove a pinned update from the top position of an item's updates feed.

Unpublish a Monday.com object (board, item, or workspace) to revert it from a published state. The operation will return success=true only if the object was previously published and can be unpublished. If the object is not in a publishable state or was never published, success=false is returned.

Updates a specified attribute of an existing board on Monday.com.

Updates a board's position, workspace, or product in Monday.com. Use when you need to move a board to a different workspace or folder, assign it to a product, or reposition it relative to other boards.

Tool to update column title or description. Use when modifying a column’s metadata after creation.

Tool to update a doc's title or append markdown content. Use when renaming docs or adding Markdown blocks to existing docs.

Tool to update users' email domains. Use when migrating users to a new email domain; requires admin privileges.

Tool to update a Monday.com folder's properties including name, color, or parent folder. Use when you need to modify existing folder details or move folders between workspaces.

Tool to update an existing group on a board. Use when you need to modify a group's attribute (title, color, or position) after confirming the group ID.

Tool to update an existing item's column value on Monday.com. Use when setting complex column types like Timeline or People.

Tool to update one or multiple users' attributes on Monday.com. Use when you need to batch update user profiles such as name, email, title, or department.

Tool to update a board's notification mute settings. Use when you need to configure notification preferences for a specific board.

Tool to return a tag's details or best-effort "rename" by creating or getting a tag with the requested name. The monday API does not support updating existing tag name/color.

Tool to update a team's details in Monday.com. Use after identifying the team and desired changes.

Tool to update users' roles to custom or default roles. Use when changing user permissions; admin-only operation. Cannot update your own role.

Tool to update a Monday.com workspace. Use when you need to modify the name, description, visibility, or product placement of an existing workspace.

Tool to upload a file to an update or file column. Use when you need to attach a file to an existing update or file column. File attachments are permanent and irreversible; confirm with the user before uploading.

Tool to query user-specific connection data from Monday.com. Use when you need to retrieve integration connections established by the authenticated user with external services.

Return the identity (name, email, account) of the connected monday.com account.

Add one or more gifts (donations) to an existing gift batch in Blackbaud Raiser's Edge NXT. Use this tool when you need to: - Append new gifts to an open batch for later processing - Batch multiple donations together before committing them - Add gifts with detailed information (payments, splits, custom fields) Prerequisites: - The batch must already exist (use a create batch action first if needed) - The batch must be in "open" status (not committed) - You need the batch_id (system record ID) and constituent_id (donor ID) for each gift Note: This action returns response details for all HTTP status codes (including errors). Check the status_code field in the response to determine success (200) vs errors (4xx/5xx).

Retrieves comprehensive gift details from Blackbaud Raiser's Edge NXT by gift ID. Use this tool when you need to fetch detailed information about a specific gift including: - Gift amount and currency - Donor/constituent information - Gift type and status - Important dates (gift date, post date) - Associated metadata and custom fields The gift_id is the unique system record ID (integer) that identifies the gift in Raiser's Edge NXT.

Retrieves comprehensive membership details from Blackbaud Raiser's Edge NXT by member junction ID. Fetches detailed information about a specific membership including program name, category/subcategory, membership status and standing (Active, Lapsed), start/expiration dates, dues information, and associated constituent ID. Requires a valid member_junction_id (GUID) that uniquely identifies a membership junction record linking a constituent to a membership program in Raiser's Edge NXT. Returns error information in the response object for graceful error handling in agent workflows.

Retrieves payment transaction details from Blackbaud SKY Payments API. Use this to check transaction status, amounts, payment methods, and error details. Transaction IDs come from payment processing endpoints, checkout callbacks, batch operations, or webhook notifications. Requires: Payments API subscription key (Bb-Api-Subscription-Key) and OAuth Bearer token. This retrieves existing transactions; it does not process new payments.

Tool to interact with Blackbaud OneRoster OAuth2 base endpoints. Use to fetch OpenID configuration (/.well-known/openid-configuration), JWKS key set (publickeys), or obtain an access token via the client credentials grant. Ensure client credentials are configured before using the token operation.

Tool to get brand details by brand ID. Use after obtaining the brand identifier.

Tool to list all brands in the account. Use after confirming account is authenticated.

Tool to create a brand-scoped custom field. Use when you need to define and register a new custom field for a specific brand.

Tool to edit an existing custom field. Use when you need to update a custom field's properties after creation.

Tool to list documents sent on behalf of users. Use when fetching and filtering documents you've sent or on behalf of others.

Tool to edit a draft or sent document. Use when updating files, recipients, or document settings before finalizing the document.

Tool to extend a document's expiry date. Use before signing to prolong a document's deadline.

Tool to list documents in My Documents with filters. Use when you need to fetch and filter documents based on various criteria.

Tool to remove authentication from a document. Use when you need to disable signer authentication on an existing document before the signing process.

Tool to send a document for eSignature. Use when you need to deliver documents to recipients for signing.

Tool to list team documents. Use when a team or account admin needs to retrieve all team documents with optional filters.

Tool to create an embedded request link. Use after specifying title and signers to generate an embeddable URL for in-app document preparation and sending.

Helper action to upload a file to R2 temp via the Xava file pipeline, returning a key that can be passed to FileUploadable fields in other actions (e.g., BrandLogo in brand create).

Tool to get remaining BoldSign API credits count. Use after authenticating your BoldSign account.

Tool to attach a file from a provided URL to a task. The file will be downloaded and attached asynchronously. Use when you need to add a file attachment to a task from a URL source.

Tool to create a new comment on a DART task. Use when you need to add feedback, notes, or discussion to a specific task. Supports markdown formatting and threaded replies via parentId.

Tool to add a time tracking entry to a DART task. Use when you need to record time spent on a specific task. The finishedAt timestamp must be after startedAt.

Tool to create a new doc in Dart. Use when you need to record a new document that the user intends to write down. By default, the created doc will be in the Docs folder unless a specific folder is specified.

Tool to create a new task in DART with title and optional metadata. Use when you need to add a task to a workspace.

Tool to move an existing doc to the trash where it can be recovered if needed. Use when you need to delete a doc without permanently removing it.

Tool to delete an existing task in Dart by moving it to trash. Use when a task needs to be removed but can be recovered later.

Tool to retrieve workspace configuration including dartboards, folders, types, statuses, and more. Use when you need to understand available options in the workspace.

Tool to retrieve an existing doc with metadata and content. Use when you need to access a specific document's details including title, folder, and text content.

Tool to retrieve an existing task with full details including title, dartboard, status, and description. Use when you need to fetch complete information about a specific task.

Tool to list comments for a task with filtering options. Use when you need to retrieve comments on a specific task. Supports filtering by author, text content, date range, and pagination. Can be ordered by date or hierarchical thread structure.

Tool to list docs with filtering and search capabilities. Use when you need to retrieve documents from DART with filters like folder, title, text content, or full-text search. Supports pagination and custom ordering by creation date, update date, or title.

Tool to search help center articles by semantic similarity to query. Use when you need to find relevant help articles based on a short search query (1-5 words). Returns up to two most relevant articles.

Tool to list tasks with powerful filtering options. Use when you need to retrieve tasks from DART with filters like dartboard, status, assignee, tags, priority, dates, or completion state. Supports pagination and custom ordering.

Tool to move a task to a specific position within its dartboard. Use when you need to reorder tasks in a list. Specify either afterTaskId or beforeTaskId to position the task.

Tool to retrieve a skill by its exact title from the workspace. Use when you need to find details about a specific skill including its ID and instructions.

Tool to update an existing doc in Dart. Use when you need to modify a document's title, folder location, or content. Any properties not specified will remain unchanged.

Tool to update an existing task in DART with new properties. Use when you need to modify a task's title, status, assignees, or other attributes. Only properties specified in the request will be updated.