# workspace-builder

> Claude/Codex skill by [@mondaycom](https://omgskills.com/library/mondaycom/index.md) · 435 stars · Updated 2026-10-22

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.

Tags: agents, copilot, mcp, mcp-server, monday

## Install

```sh
git clone https://github.com/mondaycom/mcp /tmp/mcp && ln -s /tmp/mcp/plugins/monday-crm/skills/workspace-builder ~/.claude/skills/workspace-builder
```

## From 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.

## Links

- HTML page: https://omgskills.com/library/mondaycom/mcp/plugins/monday-crm/skills/workspace-builder/
- GitHub: https://github.com/mondaycom/mcp
- Author: [@mondaycom](https://omgskills.com/library/mondaycom/index.md)

## More from this repo

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- [daily-briefing](https://omgskills.com/library/mondaycom/mcp/plugins/monday-crm/skills/daily-briefing/index.md) — Start your day with a prioritized CRM briefing — works for any monday CRM setup: pipeline, contacts, accounts, leads,...
   - [@mondaycom](https://omgskills.com/library/mondaycom/index.md) · 435 stars