automate-crm

automate-crm is a skill for Claude Code from mondaycom/mcp. It costs 99 tokens per session (1,649 once invoked), scanned A, original, MIT.

A natural-language tool for creating, viewing, and managing automations on monday CRM boards. A CRM board is a workspace for tracking things such as deals, contacts, or leads.

In plain words
What is it for?
Use it to create, list, activate, deactivate, or delete rules such as notifying someone when a deal is won, moving an item, assigning work, or reacting to a date.
Why use it?
It removes the need to know internal block IDs or automation syntax when setting rules for a CRM board.

Skill for Claude Code

Written for Claude Code: allowed-tools in frontmatter. Also seen: names the AskUserQuestion tool.

Part of the monday-crm plugin — 9 skills shipped together

Good fit Use it to create, list, activate, deactivate, or delete rules such as notifying someone when a deal is won, moving an item, assigning work, or reacting to a date.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/mondaycom/mcp/automate-crm
Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

Any agent
npx skills add mondaycom/mcp --skill automate-crm
Clone the repo
git clone --depth 1 https://github.com/mondaycom/mcp

Made for: Claude Code.

Or install monday-crm, the plugin that ships this one along with the rest of its 9 skills.

Wrote this? Show the measurements

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

agentmods badge for automate-crm

README.md
[![agentmods](https://agentmods.dev/badge/skills/mondaycom/mcp/automate-crm/github.svg)](https://agentmods.dev/skills/mondaycom/mcp/automate-crm)
Your own site
<a href="https://agentmods.dev/skills/mondaycom/mcp/automate-crm"><img src="https://agentmods.dev/badge/skills/mondaycom/mcp/automate-crm/github.svg" alt="Measured on agentmods" height="20"></a>

Or the 80×15 button, for a site that already has a row of RSS and ATOM ones. Only the verdict fits; the numbers stay here.

agentmods 80×15 button for automate-crm

Your own site · 80×15
<a href="https://agentmods.dev/skills/mondaycom/mcp/automate-crm"><img src="https://agentmods.dev/badge/skills/mondaycom/mcp/automate-crm.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 99 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 1,649 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. A grade says what 26 rules found in the file — not that it is safe. Third-party audits
  • NVIDIA SkillSpector pass 7 Sept 2026
How audits are shown
Origin original No closer match found in the catalogue.
Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

ModelPer sessionOnce invoked
Fable 5.1 $0.00099 $0.01649
Opus 5 $0.00049 $0.00825
Sonnet 5 $0.00020 $0.00330
Haiku 4.5 $0.00010 $0.00165

Measured 9d ago against content hash 4eace5cb2ab0, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-08, from the pricing page.

Security

Grade A, and why

automate-crm scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 9d ago.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

plugins/monday-crm/skills/automate-crm/SKILL.md · 161 lines

How it starts

The opening of the file, as written. The whole thing — 161 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Automate CRM

Flow: Detect intent → Resolve board → Describe automation → Create / List / Manage → Confirm

Input

  • Optional: automation description via argument (e.g., "notify owner when Stage = Won").
  • Optional: board name or type (Deals, Contacts, Leads).

Output

  • Create: active automation on the target board, confirmed with a summary of what it does.
  • List: formatted table of automations currently active on the board.
  • Manage: automation activated, deactivated, or deleted, with confirmation.

Knowledge

Most common CRM automations (by account usage)

Trigger Action Accounts
Status changes to something Move item to group 9,821
Status changes to something Notify someone 6,482
Status changes to something Set date 6,341
Item created Notify someone / assign / set date 10,019
Date arrives Notify / change status 4,972
Button clicked Any action 3,015
Status changes from X to Y Move / notify 1,721

The dominant CRM pattern: status change → move to group. When in doubt, this is what most users want.

Automations vs. Workflows

  • Automations (create_automation) — board-scoped trigger/action rules. Active immediately on creation. Use for CRM daily operations.
  • Workflows (create_workflow) — workspace-level, cross-board objects. Start as drafts; must be published. Use only when explicitly asked.

Known limitations

  • No date arithmetic. Engine only accepts static dates — cannot compute "7 days from today". Offer today as fallback or a periodic trigger.
  • Column resolution. Tool matches columns by semantic similarity. If a column doesn't exist, the tool returns needs_clarification.
  • One trigger per automation.
  • Legacy automations are read-onlylist_automations returns them but they cannot be modified via MCP.

needs_clarification response

When create_automation returns needs_clarification, present each unresolvedField with available options, collect the answer, then retry.

Read the full file on GitHub · 161 lines

Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

  1. 9d ago First seen · 161 lines · 99 tokens per session scan A 4eace5cb2ab0

Subscribe to this mod's changes

automate-crm is a skill published in the GitHub repository mondaycom/mcp (423 stars, last pushed yesterday), licensed MIT. It adds 99 tokens to every session and 1,649 once invoked, about $0.0005 per session on Opus 5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-08-30.