automate-crm
Set up, view, and manage automations on monday CRM boards using natural language — no block IDs or technical knowledge required. Use when someone says "set up an automation", "automate this", "when a deal is won notify me", "remind me when a date passes", "move deals automatically", "what automations do I have", "turn off automation", "create a workflow", "automate my pipeline", or "set up a rule".
Install
With your agent
Install OMGSkills skill "mondaycom/mcp:plugins/monday-crm/skills/automate-crm" into this agent's normal skills directory: call the OMGSkills MCP get_install_plan tool for your agent and run the script it returns (it installs only the pinned commit and verifies SKILL.md), and stop if MCP or the pin is unavailable. Do not overwrite or change existing skills without asking me.
Manual command
git clone https://github.com/mondaycom/mcp /tmp/mcp && ln -s /tmp/mcp/plugins/monday-crm/skills/automate-crm ~/.claude/skills/automate-crmFrom README
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.
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