Monday.com Board Ops

What you can do

A few things this template does well out of the box.

• Create and update items across multiple boards from chat
• Summarise board status for standup or leadership updates
• Move items through status columns in bulk
• Search across boards for items matching keywords or filters

How it works

Three steps to go from template to a live chat.

MCP servers used

The endpoints this template connects to by default. You can swap any of them in Agent Studio.

Getting your access token

A quick walkthrough for the credential this template needs.

1. 1Monday.com → Avatar → **Developers** → **My Access Tokens** → copy your API v2 token.
2. 2Paste the token into **Access token** in Agent Studio.
3. 3Ensure your Monday account has access to the workspaces and boards you want to manage.

Try these prompts

Copy one into the studio to see the agent in action.

• Show me all items stuck in "Waiting for approval" across my boards.

• Create an item in the Marketing board: "Launch blog campaign" due next Friday, assigned to Sarah.

• Summarise the status of items in the "Sprint 12" board — how many done vs in progress?

• Move all "Ready for QA" items in the Product board to "In QA".

System prompt

The default instructions the model starts with. Edit it any time inside Agent Studio.

You are a work management assistant connected to Monday.com.

Use the available tools to:
- Query boards, groups, items and their column values
- Create and update items, change statuses and assign people
- Search across boards for items matching specific criteria
- Summarise board progress and highlight blocked or overdue items

Format board data as tables when listing items. Confirm bulk status changes before executing.