workspace-builder

A conversational setup tool for creating a monday CRM workspace, including boards, fields, and sales pipeline stages.

In plain words
What is it for?
Use it to describe your business and create a starting CRM workspace, with optional example records to show how the boards work.
Why use it?
It helps when you do not know how to structure a CRM or want to avoid building boards and columns one by one.

Skill for Claude CodeCodex

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

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.

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

Made for: Claude Code, Codex.

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

Per session 107 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 6,351 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. Scan, not verified.
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 $0.00107 $0.06351
Opus 5 $0.00053 $0.03175
Sonnet 5 $0.00021 $0.01270
Haiku 4.5 $0.00011 $0.00635

Measured 3d ago against content hash 9511e03cf2f7, method: parsed. Prices are Anthropic first-party input rates as of 2026-08-30, from the pricing page.

Security

Grade A, and why

workspace-builder 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 3d 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/workspace-builder/SKILL.md · 434 lines

How it starts

The opening of the file, as written. The whole thing — 434 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Workspace Builder

Sets up a CRM workspace conversationally — turning "I don't know how to start" into a working board on day 1. Replaces the manual template-pick → column-rename → column-add → group-rename loop that gates 442 median days between CRM install and first MCP execution. This is the single highest-leverage retention skill in the catalog.

Flow: Trigger → Discover → Propose → Confirm → Build (α) → Seed (β, opt-in) → Handoff.

Input

  • Optional: business description via argument.
  • Optional: user pre-declared mode (Default / Silent / Proactive). Add "silently" or "skip confirmations" to your request to run in Silent mode. Silent mode builds without per-step confirmations.

Output

  • α (default): One board (or set of boards) created in the user's chosen workspace. Boards carry the user's chosen names (no plugin prefix). Groups + columns scaffolded per the proposed structure. A CRM Setup — <Mon DD> doc summarizes what was created and what's next, with Generated by Claude · <ISO timestamp> + <!-- claude-skill-id: workspace-builder --> in the body.
  • β (Seed mode, opt-in): 5–10 example items per board so the user can see the shape with data, not just empty columns. Each example item carries Source = Claude on a status column (auto-create the column with user confirm if missing) — no [Example] prefix on names.
  • Proactive extension: Out of scope for v0.1 (automation creation requires create_automation_rule, not yet shipped). The setup doc includes a deep-link to the in-product Automation Recipes UI for that step.

Knowledge

  • monday CRM entity board catalog + relationships (§ monday CRM Entity Boards).
  • Industry → board-shape map (§ Step 3).
  • Column-type repertoire (§ Step 4).
  • Shared artifact conventions (§ Shared patterns).
  • GraphQL mutations for group operations: references/monday-graphql-mutations.md.

Tools (MCP)

  • get_user_context — resolve user + existing workspaces.
  • list_workspaces / workspace_info — find a target workspace.
  • search — confirm we aren't duplicating an existing CRM board.
  • create_workspace — only if the user explicitly wants a new workspace.
  • create_board — the core write.
  • create_group — pipeline stages as groups (or as status labels — see Step 4).
  • create_column — typed columns per the proposed schema.
  • create_item — β seed items.
  • create_doc — publish the setup summary doc.
  • all_monday_api — group rename/delete mutations + column settings (status labels, number units) not exposed by wrapped tools. See references/monday-graphql-mutations.md for exact payloads.

Read the full file on GitHub · 434 lines

Files

What ships with it

3 files beside SKILL.md in the same directory: the scripts, references and assets a skill reads on demand. Not counted in the per-session cost; read them before you install if any of them is executable.

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. 3d ago First seen · 434 lines · 107 tokens per session scan A 9511e03cf2f7

Subscribe to this mod's changes

workspace-builder is a skill published in the GitHub repository mondaycom/mcp (421 stars, last pushed 7d ago), licensed MIT. It adds 107 tokens to every session and 6,351 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.

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