workspace-builder
Build a CRM workspace from scratch — describe your business and get boards, columns, and pipeline stages created in monday. Use when someone says "set up my CRM", "build me a CRM", "create CRM boards for me", "I need a new sales pipeline", "help me get started in monday", "I don't know how to set up my pipeline", or "build me a CRM from scratch". Do not use for questions about an existing board — those belong to daily-briefing or data-cleanup.
Install
With your agent
Install OMGSkills skill "mondaycom/mcp:plugins/monday-crm/skills/workspace-builder" 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/workspace-builder ~/.claude/skills/workspace-builderFrom README
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 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 — doc summarizes what was created and what's next, with Generated by Claude · + in the body.
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