Monday.com Workflows

Step 1: Verify Monday.com Access

Check for Monday.com API token and optional MCP server:

import requests

def verify_monday_access(api_token: str) -> dict:
    """Verify Monday.com API access and get account info."""
    url = "https://api.monday.com/v2"
    headers = {
        "Authorization": api_token,
        "Content-Type": "application/json"
    }
    query = '{ me { name email account { name plan { max_users } } } }'
    response = requests.post(url, headers=headers, json={"query": query})
    return response.json()

If MCP server available (mondaycom/mcp): Use MCP tools for basic CRUD. If API-only: Use GraphQL queries directly.

Step 2: Choose Workflow Pattern

Israeli team workflow templates:

Step 3: Create Optimized Board

Sprint board for Israeli dev team:

def create_israeli_sprint_board(api_token: str, workspace_id: int,
                                 sprint_name: str) -> dict:
    """Create a sprint board optimized for Israeli work week."""
    url = "https://api.monday.com/v2"
    headers = {
        "Authorization": api_token,
        "Content-Type": "application/json"
    }

    # Create board with Israeli sprint structure
    mutation = '''
    mutation {
      create_board(
        board_name: "%s"
        board_kind: public
        workspace_id: %d
      ) {
        id
      }
    }
    ''' % (sprint_name, workspace_id)

    response = requests.post(url, headers=headers, json={"query": mutation})
    board_data = response.json()
    board_id = board_data["data"]["create_board"]["id"]

    # Create groups for Israeli work week
    groups = [
        "Sunday",
        "Monday",
        "Tuesday",
        "Wednesday",
        "Thursday",
        "Backlog",
        "Done"
    ]

    for group_name in groups:
        group_mutation = '''
        mutation {
          create_group(board_id: %s, group_name: "%s") {
            id
          }
        }
        ''' % (board_id, group_name)
        requests.post(url, headers=headers, json={"query": group_mutation})

    return board_data

Step 4: Set Up Automations

Israeli-aware automation recipes:

Recipe 1: Sunday Sprint Kickoff

Trigger: Every Sunday at 09:00 (Asia/Jerusalem)
Action: Move all items from "Backlog" to day-specific groups
Notification: Send team "Sprint started" update

Recipe 2: Thursday EOD Review

Trigger: Every Thursday at 16:00
Action: Create summary update with incomplete items
Action: Move incomplete items back to Backlog
Notification: Send sprint summary to team lead

Recipe 3: Holiday Freeze

# Israeli holidays that affect sprint planning
israeli_holidays_2025 = [
    ("2025-04-13", "2025-04-19", "Pesach"),
    ("2025-06-02", "2025-06-02", "Shavuot"),
    ("2025-09-23", "2025-09-24", "Rosh Hashana"),
    ("2025-10-02", "2025-10-02", "Yom Kippur"),
    ("2025-10-07", "2025-10-13", "Sukkot"),
]

def is_israeli_holiday(date_str: str) -> tuple[bool, str]:
    """Check if a date falls on an Israeli holiday."""
    from datetime import datetime
    check_date = datetime.strptime(date_str, "%Y-%m-%d").date()
    for start, end, name in israeli_holidays_2025:
        start_d = datetime.strptime(start, "%Y-%m-%d").date()
        end_d = datetime.strptime(end, "%Y-%m-%d").date()
        if start_d <= check_date <= end_d:
            return True, name
    return False, ""

Recipe 4: Automatic Follow-up

Trigger: When "Last Contact" date is 7+ days ago
Condition: Status is not "Done" or "Closed"
Action: Change status to "Follow Up Needed"
Action: Notify assigned person

Step 5: Advanced API Queries

Search items across boards:

def search_items(api_token: str, board_id: int, column_id: str, value: str):
    """Search items by column value."""
    url = "https://api.monday.com/v2"
    headers = {
        "Authorization": api_token,
        "Content-Type": "application/json"
    }
    query = '''
    {
      items_page_by_column_values(
        board_id: %d,
        columns: [{column_id: "%s", column_values: ["%s"]}],
        limit: 50
      ) {
        items {
          id
          name
          column_values {
            id
            text
            value
          }
        }
      }
    }
    ''' % (board_id, column_id, value)
    response = requests.post(url, headers=headers, json={"query": query})
    return response.json()

Bulk update items:

def bulk_update_status(api_token: str, board_id: int,
                       item_ids: list, status: str):
    """Update status for multiple items."""
    url = "https://api.monday.com/v2"
    headers = {
        "Authorization": api_token,
        "Content-Type": "application/json"
    }
    for item_id in item_ids:
        mutation = '''
        mutation {
          change_column_value(
            board_id: %d,
            item_id: %d,
            column_id: "status",
            value: "{\\"label\\": \\"%s\\"}"
          ) {
            id
          }
        }
        ''' % (board_id, item_id, status)
        requests.post(url, headers=headers, json={"query": mutation})

Create item with Hebrew content:

def create_hebrew_item(api_token: str, board_id: int, group_id: str,
                       item_name: str, column_values: dict):
    """Create a board item with Hebrew name and values."""
    import json
    url = "https://api.monday.com/v2"
    headers = {
        "Authorization": api_token,
        "Content-Type": "application/json"
    }
    values_json = json.dumps(json.dumps(column_values))
    mutation = '''
    mutation {
      create_item(
        board_id: %d,
        group_id: "%s",
        item_name: "%s",
        column_values: %s
      ) {
        id
      }
    }
    ''' % (board_id, group_id, item_name, values_json)
    response = requests.post(url, headers=headers, json={"query": mutation})
    return response.json()

Step 6: Cross-Board Coordination

Connect boards for Israeli business workflows:

Sales Pipeline -> Client Onboarding -> Project Delivery -> Billing
     |                  |                    |              |
  Monday.com       Monday.com          Monday.com     Priority/Rivhit
  (Sales team)    (Account mgmt)      (Dev team)    (Finance team)

Mirror columns and automations:

• When deal status = "Won" then create item in Onboarding board
• When onboarding complete then create item in Project board
• When project delivered then trigger invoice in billing system
• Use Monday.com "Connect Boards" column for cross-references

Example 1: Sprint Board Setup

User says: "Create a sprint board for my dev team that works Sunday to Thursday" Actions:

1. Create board with Israeli work week groups (Sun-Thu + Backlog + Done)
2. Add columns: Status, Priority, Assignee, Story Points, Due Date
3. Set up Sunday kickoff and Thursday review automations
4. Configure holiday-aware scheduling Result: Ready-to-use sprint board with Israeli calendar integration.

Example 2: Sales Pipeline

User says: "Set up a sales CRM board in Monday.com with Hebrew stages" Actions:

1. Create board with Hebrew pipeline stages: New Lead, First Meeting, Proposal, Negotiation, Closing
2. Add columns: Contact, Company, Deal Value (NIS), Expected Close Date
3. Set up follow-up automations (7-day no-contact alert)
4. Create dashboard with pipeline value summary Result: Hebrew-language sales pipeline with Israeli business automations.

Example 3: API Integration

User says: "Query all overdue items from my Monday.com board" Actions:

1. Use GraphQL to query board items with due_date column
2. Filter for items where due_date is before today and status is not "Done"
3. Group by assignee and priority
4. Optionally send notification summary Result: Structured list of overdue items with assignee breakdown.

References

• references/graphql-patterns.md — Monday.com GraphQL API query and mutation patterns covering authentication, board/item CRUD, column value updates, group management, pagination, and webhook setup. Consult when constructing API queries for board automation, bulk item operations, or custom integrations beyond what the MCP server provides.

Error: "Complexity budget exceeded"

Cause: GraphQL query too complex (over 10,000 points per minute) Solution: Simplify queries, paginate with limit and cursor, avoid requesting all column values when not needed. Use items_page instead of items for large boards.

Error: "MCP server not responding"

Cause: mondaycom/mcp server not configured or token invalid Solution: Verify API token at monday.com then Admin then API. Restart MCP server. This skill works standalone without MCP using direct API calls.

Error: "Column value format invalid"

Cause: Monday.com column values require specific JSON formats Solution: Use change_simple_column_value mutation for text/number, or check Monday.com API docs for column-specific JSON formats (status labels, dates, etc.).