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Monday CRM

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Overview

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Supported resources

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.

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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.
1

Create a Monday app

Go to Monday Developer Center → Apps → Create app. Under OAuth & Permissions, copy the Client ID and Client Secret.
2

Add the redirect URL

Under OAuth & Permissions → Redirect URLs, add:
3

Configure required scopes

Enable the following scopes:
  • boards:read — read contacts, leads, deals, meetings, activities, pipelines
  • boards:write — create/update contacts, leads, deals, meetings, activities
  • updates:read — read notes (item updates)
  • updates:write — create/edit notes (item updates)
  • users:read — list owners (required)
4

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}.
5

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)
They are then redirected to Monday to authorize the connection.

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Usage

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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.