Merge Unified's Monday.com integration Merge Agent Handler's Monday.com MCP server

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Monday.com

Learn more about Merge Agent Handler

Available tools

list_boards

List boards with filtering by kind, state and workspace, sorting by createdat or usedat, and pagination. Pass ids to look up specific boards instead, which returns them in any state. Use get_board for one board's columns and groups.

get_board

Get board structure by ID: columns, groups, permissions and item count. Call this before a write to discover column and group IDs. Set includeitems to also return the board's items; use listitems instead to filter, sort or page them.

create_board

Create a new board with specified name, kind, workspace, and optional template

update_board

Update board properties like name, description, or communication settings

archive_board

Archive board to hide from active view while preserving all data

delete_board

Permanently delete board and all its data (irreversible operation)

duplicate_board

Duplicate board with structure, items, or full data including updates

list_items

List items on a board, filtered and sorted. Pass boardid to list a board (use listboards to find it, getboard for group and column IDs), cursor for the next page, or ids for specific items; one is required. Filter with rules, sort with orderby or newestfirst. Responses are lean: columnids narrows which columns return, include adds creator/subscribers/assets.

get_item

Get detailed item information by ID including column values and metadata

create_item

Create a new item in a board with name and optional column values

update_item_column_values

Update multiple column values for an item in a single operation

change_column_value

Change a single column value for an item

archive_item

Archive item to hide from active view while preserving all data

delete_item

Permanently delete item and all its data (irreversible operation)

move_item_to_group

Move item to a different group within the same board

duplicate_item

Duplicate item with same column values and optionally include updates

create_subitem

Create a subitem under an existing item for hierarchical task organization

clear_item_updates

Clear all updates and comments from an item (irreversible operation)

create_item_by_board_name

Create an item in a board by board name. Resolves board name to ID, fetches board structure (columns/groups), and creates the item. Returns board structure in response so you know which columns and groups are available.

list_updates

List updates with pagination support

create_update

Create a new update (comment/post) on an item

edit_update

Edit an existing update to modify its text content

delete_update

Permanently delete an update and all its replies (irreversible operation)

like_update

Like an update to show appreciation or agreement

list_users

List users with filtering by kind, status, and pagination support

get_user

Get detailed user information by user ID including profile and status

get_current_user

Get information about the currently authenticated user

add_users_to_board

Add users to a board as owners or subscribers

remove_users_from_board

Remove users from a board, revoking their access

validate_credential

Validate Monday credentials. Verifies credentials during setup.

list_workspaces

List workspaces with filtering by kind, state, and other options

create_workspace

Create a new workspace with specified name, kind (open/closed), and optional description

list_teams

List all teams in the account with member details

create_team

Create a new team with specified name and optional initial members

list_tags

List all tags in the account with details like name and color

create_or_get_tag

Create a new tag or get existing tag by name

list_folders

List all folders in workspaces with hierarchical organization details

create_folder

Create a new folder in a workspace to organize boards hierarchically

View all tools by creating a free account See more tools

How to set up Merge Agent Handler

In an mcp.json file, add the configuration below, and restart Cursor.

Learn more in the official documentation ↗

1{
2  "mcpServers": {
3    "agent-handler": {
4      "url": "https://ah-api-develop.merge.dev/api/v1/tool-packs/{TOOL_PACK_ID}/registered-users/{REGISTERED_USER_ID}/mcp",
5      "headers": {
6        "Authorization": "Bearer yMt*****"
7      }
8    }
9  }
10}
11

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Open your Claude Desktop configuration file and add the server configuration below. You'll also need to restart the application for the changes to take effect.

Make sure Claude is using the Node v20+.

Learn more in the official documentation ↗

1{
2  "mcpServers": {
3    "agent-handler": {
4      "command": "npx",
5      "args": [
6        "-y",
7        "mcp-remote@latest",
8        "https://ah-api-develop.merge.dev/api/v1/tool-packs/{TOOL_PACK_ID}/registered-users/{REGISTERED_USER_ID}/mcp",
9        "--header",
10        "Authorization: Bearer ${AUTH_TOKEN}"
11      ],
12      "env": {
13        "AUTH_TOKEN": "yMt*****"
14      }
15    }
16  }
17}

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Open your Windsurf MCP configuration file and add the server configuration below.
Click on the refresh button in the top right of the Manage MCP server page or in the top right of the chat box in the box icon.

Learn more in the official documentation ↗

1{
2    "mcpServers": {
3      "agent-handler": {
4        "command": "npx",
5        "args": [
6          "-y",
7          "mcp-remote@latest",
8          "https://ah-api.merge.dev/api/v1/tool-packs/<tool-pack-id>/registered-users/<registered-user-id>/mcp",
9          "--header",
10          "Authorization: Bearer ${AUTH_TOKEN}"
11        ],
12        "env": {
13          "AUTH_TOKEN": "<ah-production-access-key>"
14        }
15      }
16    }
17  }

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In Command Palette (Cmd+Shift+P on macOS, Ctrl+Shift+P on Windows), run "MCP: Open User Configuration".

You can then add the configuration below and press "start" right under servers. Enter the auth token when prompted.

Learn more in the official documentation ↗

1{
2  "inputs": [
3    {
4      "type": "promptString",
5      "id": "agent-handler-auth",
6      "description": "Agent Handler AUTH_TOKEN", // "yMt*****" when prompt
7      "password": true
8    }
9  ],
10  "servers": {
11    "agent-handler": {
12      "type": "stdio",
13      "command": "npx",
14      "args": [
15        "-y",
16        "mcp-remote@latest",
17        "https://ah-api-develop.merge.dev/api/v1/tool-packs/{TOOL_PACK_ID}/registered-users/{REGISTERED_USER_ID}/mcp",
18        "--header",
19        "Authorization: Bearer ${input:agent-handler-auth}"
20      ]
21    }
22  }
23}

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FAQs on using Merge's Monday.com MCP server

What is a Monday.com MCP server?

It’s an MCP server that exposes data and functionality from Monday.com via tools. Your agents can use these tools to do anything from creating a new board for a specific workspace to providing status updates on a specific set of tasks.

How can I use the Monday.com MCP server?

Here are some common use cases (these also apply to other project management MCP servers):

Project tracking automation: Your agent can monitor project statuses and automatically update items based on triggers. For example, when a GitHub PR is merged, it can update the feature's status on your roadmap board and notify the QA team

Data enrichment: Your agent can auto-populate Monday.com items with relevant information. For instance, when a new lead is added, it can research the company and auto-fill fields like industry, employee count, and recent funding

Automated routing: Your agent can intelligently categorize and route work items. If a task indicates a critical bug, it can assign it to an available developer, set priority to "High," and create a Slack incident channel

Custom reporting: Your agent can build tailored reports by querying items with specific filters and statuses, helping teams identify bottlenecks and track progress

Workflow orchestration: Your agent can trigger coordinated actions across tools. When a deal moves to "Closed Won," it can create a delivery project, provision accounts, send onboarding emails, and notify stakeholders

What are popular tools for Monday.com’s MCP server?

Here are some popular tools across data types:

Boards

<code class="blog_inline-code">list_boards</code>
<code class="blog_inline-code">get_board</code>
<code class="blog_inline-code">create_board</code>
<code class="blog_inline-code">update_board</code>

Items

<code class="blog_inline-code">archive_item</code>
<code class="blog_inline-code">move_item_to_group</code>
<code class="blog_inline-code">create_subitem</code>
<code class="blog_inline-code">duplicate_item</code>

Workspaces

<code class="blog_inline-code">list_workspaces</code>
<code class="blog_inline-code">create_workspace</code>

What makes Merge Agent Handler’s Monday.com MCP server better than alternative Monday.com MCP servers?

Merge Agent Handler provides platform-level capabilities that go beyond a standalone MCP server:

Enterprise-grade security and DLP: All tool inputs and outputs pass through a security gateway that can block, redact, or mask sensitive data using default or custom rules. This enables strict governance over how agents interact with Monday.com data

Built-in authentication and credential management: Merge handles dynamic authentication flows and credential storage, allowing Monday.com tools to be used with either individual or shared authentication without custom auth logic.

Tool Pack–based access control: Monday.com tools can be bundled with other MCP connectors into Tool Packs, letting you precisely control which tools an agent can access for a given use case

Real-time observability and audit trails: Every tool call is logged with full context, and logs are fully searchable, enabling auditing, debugging, and behavioral analysis across all agent interactions

Evaluation Suite for testing: Test Monday.com tools across different prompts and scenarios before pushing to production, ensuring reliability and validating performance in real-world agent workflows

Can I set custom security rules for Monday.com tool calls in Merge Agent Handler?

Yes, Merge Agent Handler includes a Security Gateway with Data Loss Protection (DLP) that allows you to configure both default and custom security rules. These rules inspect tool inputs and outputs and can automatically block, redact, or mask sensitive data before it reaches or leaves Monday.com.

Here are some examples:

Block credit card numbers: Prevent agents from adding credit card information to Monday.com item descriptions, updates, or custom column fields

Redact customer email addresses: Automatically redact customer email addresses when your agent reads Monday.com data, ensuring contact details aren't exposed in agent logs or downstream tools

Mask deal amounts: Redact or mask financial figures (like contract values or deal sizes) when agents query Monday.com boards, protecting sensitive pricing information

Block social security numbers: Prevent any tool calls that attempt to write SSNs to Monday.com items, whether in text fields, updates, or comments

Log proprietary project names: Flag and log (without blocking) when agents access Monday.com items containing terms like "confidential," "internal only," or specific code names, enabling compliance monitoring without disrupting workflows

How can I start using Merge Agent Handler’s Monday.com MCP server?

You can follow these steps:

1. Create your Agent Handler account. Sign up for a free account.

2. Create a Tool Pack. Navigate to "Tool Packs" in the left sidebar and click "Create New Tool Pack." Give it a descriptive name (e.g., "Monday.com Workspace Pack").

3. Add the Monday.com connector. Within your Tool Pack, add Monday.com from the available connectors list.

4. Configure authentication. Set up OAuth for Monday.com to enable secure access to your boards and workspaces.

5. Select specific tools. Choose which Monday.com tools you want to make available to your agent, or enable all tools by default.

6. Register a User. Navigate to "Registered Users" in the sidebar and create a new registered user. This represents the identity that will perform actions through your agent.

7. Save your Tool Pack. Review and save all your Tool Pack settings.

8. Connect to your agent or IDE. Copy the MCP entry URL from your Tool Pack settings. Then add it to your IDE or agent configuration.