Overview
| Property | Value |
|---|---|
| Slug | monday-crm |
| Auth | OAuth 2.0 |
| API version | 2024-10 |
| Sandbox | No |
| Rate limit | 200 req/min, 5 req/sec |
Supported resources
| Resource | List | Get | Create | Update | Delete |
|---|---|---|---|---|---|
| Contact | ✓ | ✓ | ✓ | ✓ | ✓ |
| Lead | ✓ | ✓ | ✓ | ✓ | ✓ |
| Deal | ✓ | ✓ | ✓ | ✓ | ✓ |
| Meeting | ✓ | ✓ | ✓ | ✓ | ✓ |
| Owner | ✓ | ✓ | — | — | — |
Monday CRM stores all data as board items. Each resource type (contacts, leads, deals, meetings) maps to a separate Monday board. You must provide the Board IDs during connection setup.
Connect setup
Monday CRM uses OAuth 2.0 (without PKCE) and its GraphQL API. You need a Monday app and the IDs of your CRM boards.Create a Monday app
Go to Monday Developer Center → Apps → Create app. Under OAuth & Permissions, copy the Client ID and Client Secret.
Get your board IDs
In Monday CRM, open each board (Contacts, Leads, Deals, Activities) and copy the board ID from the URL:
monday.com/boards/{board_id}.Connect via the widget
When your end user opens the Connect widget, they enter:
- Client ID and Client Secret
- Contacts Board ID (required)
- Leads Board ID (required)
- Deals Board ID (optional)
- Activities Board ID (optional — required for meetings)
Usage
Notes
- All API calls go through the Monday GraphQL endpoint (
POST /v2). RouteMCP handles query construction automatically. - Monday CRM does not offer a sandbox — use a dedicated test workspace for development.
- Column IDs for CRM fields (email, phone, company, etc.) are resolved automatically based on the standard Monday CRM board template.