ranbot-ai/monday-automation

Monday.com Automation via Rube MCP

Automate Monday.com work management workflows including board creation, item management, column value updates, group organization, subitems, and update/comment threads through Composio's Monday toolkit.

Prerequisites

• Rube MCP must be connected (RUBE_SEARCH_TOOLS available)
• Active Monday.com connection via RUBE_MANAGE_CONNECTIONS with toolkit monday
• Always call RUBE_SEARCH_TOOLS first to get current tool schemas

Setup

Get Rube MCP: Add https://rube.app/mcp as an MCP server in your client configuration. No API keys needed — just add the endpoint and it works.

1. Verify Rube MCP is available by confirming RUBE_SEARCH_TOOLS responds
2. Call RUBE_MANAGE_CONNECTIONS with toolkit monday
3. If connection is not ACTIVE, follow the returned auth link to complete Monday.com OAuth
4. Confirm connection status shows ACTIVE before running any workflows

Core Workflows

1. Create and Manage Boards

When to use: User wants to create a new board, list existing boards, or set up workspace structure.

Tool sequence:

1. MONDAY_GET_WORKSPACES - List available workspaces and resolve workspace ID [Prerequisite]
2. MONDAY_LIST_BOARDS - List existing boards to check for duplicates [Optional]
3. MONDAY_CREATE_BOARD - Create a new board with name, kind, and workspace [Required]
4. MONDAY_CREATE_COLUMN - Add columns to the new board [Optional]
5. MONDAY_CREATE_GROUP - Add groups to organize items [Optional]
6. MONDAY_BOARDS - Retrieve detailed board metadata [Optional]

Key parameters:

• board_name: Name for the new board (required)
• board_kind: "public", "private", or "share" (required)
• workspace_id: Numeric workspace ID; omit for default workspace
• folder_id: Folder ID; must be within workspace_id if both provided
• template_id: ID of accessible template to clone

Pitfalls:

• board_kind is required and must be one of: "public", "private", "share"
• If both workspace_id and folder_id are provided, the folder must exist within that workspace
• template_id must reference a template the authenticated user can access
• Board IDs are large integers; always use the exact value from API responses

2. Create and Manage Items

When to use: User wants to add tasks/items to a board, list existing items, or move items between groups.

Tool sequence:

1. MONDAY_LIST_BOARDS - Resolve board name to board ID [Prerequisite]
2. MONDAY_LIST_GROUPS - List groups on the board to get group_id [Prerequisite]
3. MONDAY_LIST_COLUMNS - Get column IDs and types for setting values [Prerequisite]
4. MONDAY_CREATE_ITEM - Create a new item with name and column values [Required]
5. MONDAY_LIST_BOARD_ITEMS - List all items on the board [Optional]
6. MONDAY_MOVE_ITEM_TO_GROUP - Move an item to a different group [Optional]
7. MONDAY_ITEMS_PAGE - Paginated item retrieval with filtering [Optional]

Key parameters:

• board_id: Board ID (required, integer)
• item_name: Item name, max 256 characters (required)
• group_id: Group ID string to place the item in (optional)
• column_values: JSON object or string mapping column IDs to values

Pitfalls:

• column_values must use column IDs (not titles); get them from MONDAY_LIST_COLUMNS
• Column value formats vary by type: status uses {"index": 0} or {"label": "Done"}, date uses {"date": "YYYY-MM-DD"}, people uses {"personsAndTeams": [{"id": 123, "kind": "person"}]}
• item_name has a 256-character maximum
• Subitem boards are NOT supported by MONDAY_CREATE_ITEM; use GraphQL via MONDAY_CREATE_OBJECT

3. Update Item Column Values

When to use: User wants to change status, date, text, or other column values on existing items.

Tool sequence:

1. MONDAY_LIST_COLUMNS or MONDAY_COLUMNS - Get column IDs and types [Prerequisite]
2. MONDAY_LIST_BOARD_ITEMS or MONDAY_ITEMS_PAGE - Find the target item ID [Prerequisite]
3. MONDAY_CHANGE_SIMPLE_COLUMN_VALUE - Update text, status, or dropdown with a string value [Required]
4. MONDAY_UPDATE_ITEM - Update complex column types (timeline, people, date) with JSON [Required]

Key parameters for MONDAY_CHANGE_SIMPLE_COLUMN_VALUE:

• board_id: Board ID (integer, required)
• item_id: Item ID (integer, required)
• column_id: Column ID string (required)
• value: Simple string value (e.g., "Done", "Working on it")
• create_labels_if_missing: true to auto-create status/dropdown labels (default true)

Key parameters for MONDAY_UPDATE_ITEM:

• board_id: Board ID (integer, required)
• item_id: Item ID (integer, required)
• column_id: Column ID string (required)
• value: JSON object matching the column type schema
• create_labels_if_missing: false by default; set true for status/dropdown

Pitfalls:

• Use MONDAY_CHANGE_SIMPLE_COLUMN_VALUE for simple text/status/dropdown updates (string value)
• Use MONDAY_UPDATE_ITEM for complex types like timeline, people, date (JSON