monday.com MCP Prompts – natural language controls work management

    The 10 Best monday MCP Prompts for Your Daily Work

    Till FreitagTill Freitag15. April 20266 min read
    Till Freitag

    TL;DR: „10 ready-to-use prompts for the monday MCP – from board setup to dashboard creation to sprint summaries. Works with Claude, Cursor, and ChatGPT."

    — Till Freitag

    Why a Prompt Guide?

    The monday MCP gives AI assistants like Claude, Cursor, and ChatGPT direct access to your monday.com workspace. But the quality of results depends on the quality of your prompts.

    This guide contains 10 copy-paste-ready prompts that we use in our own daily work – tested with Claude Desktop, Cursor, and ChatGPT.

    Prerequisite: The monday MCP must be set up. The prompts work with any AI client that supports MCP.


    1. Daily Overview: What's on My Plate?

    Use case: Quickly see what's pending in the morning – without clicking through boards.

    Check my monday.com boards and create an overview:
    - Which items are assigned to me with a deadline today or this week?
    - Are there items with status "Stuck" or "Blocked"?
    - Which items are overdue?
    
    Sort by priority (Critical > High > Medium > Low) and show board name and group.

    Why it works: Uses get_user_context for the board list and get_board_items_page with filters for deadlines and status.


    2. Create a Board from a Brief

    Use case: A new project starts – you have a brief but no board.

    Create a new board "Project: [Project Name]" with this structure:
    
    Groups:
    1. "Planning" – Items: Kickoff Meeting, Requirements Analysis, Timeline Planning
    2. "Design" – Items: Wireframes, UI Design, Design Review
    3. "Development" – Items: Frontend, Backend, API Integration
    4. "Testing & Launch" – Items: QA, Bug Fixing, Go-Live
    
    Columns: Status, Person (assign to me), Timeline, Priority
    Set all deadlines relative from today: Planning 1 week, Design 2 weeks, Development 4 weeks, Launch 5 weeks.

    Why it works: Combines create_board, create_group, create_column, and create_item in a single conversation.


    3. Generate a Weekly Status Update

    Use case: Friday afternoon, the weekly report needs to go out.

    Create a weekly status update based on my monday.com boards:
    
    1. What was completed this week? (Items with status "Done" and modification date this week)
    2. What's in progress? (Status "Working on it")
    3. What's blocked? (Status "Stuck") – with the last comment/update
    4. What are the priorities for next week? (Items with deadline next week)
    
    Format as a short report with bullet points that I can directly send via Slack or email.

    Why it works: Uses get_board_items_page with status filters and get_updates for context on blocked items.


    4. Create a Dashboard with KPIs

    Use case: Management wants a dashboard – you don't want to build it manually.

    Create a dashboard "Team Performance Q2" and add these widgets:
    
    1. Battery widget: Progress across all boards in my workspace (based on Status column)
    2. Numbers widget: Count of open items with priority "High" or "Critical"
    3. Chart widget: Distribution of items by status (Pie Chart)
    4. Table widget: The 10 most overdue items with board name, person, and deadline
    
    Connect the dashboard to boards: [Board 1], [Board 2], [Board 3].

    Why it works: Uses create_dashboard, create_widget, and all_widgets_schema for proper widget configuration.


    5. Create Sub-Items from a Checklist

    Use case: An item has many subtasks – you want to track them as sub-items.

    Find the item "[Item Name]" on board "[Board Name]" and create these sub-items:
    
    1. Research & Concept
    2. Create First Draft
    3. Internal Review
    4. Incorporate Feedback
    5. Final Approval
    6. Publication
    
    Set status to "Not Started" for all and assign to me.
    Timeline should be 2 days each, sequential starting from tomorrow.

    Why it works: Uses get_board_items_page to find the item and create_item with the parent item parameter for sub-items.


    6. Move a Board Between Workspaces

    Use case: A project changes teams or needs to be archived.

    List all workspaces and show me which boards are in workspace "[Old Workspace]".
    
    Then move board "[Board Name]" to workspace "[New Workspace]" and folder "[Folder Name]".
    
    Confirm the action and show me the board's new location.

    Why it works: Uses list_workspaces, workspace_info, and move_object for the move.


    7. Create a Sprint Summary

    Use case: Sprint review is coming up – you need a quick summary.

    Create a sprint summary for board "[Sprint Board]":
    
    1. Show sprint metadata (timeline, status)
    2. How many items were completed vs. planned?
    3. Which items are incomplete and why? (latest updates/comments)
    4. Generate the AI-powered sprint summary with insights
    
    Format as a presentation template for the sprint review.

    Why it works: Uses get_monday_dev_sprints_boards, get_sprints_metadata, and get_sprint_summary for AI-generated insights.


    8. Bulk Update: Change Status and Columns

    Use case: After a meeting, many items need to be updated at once.

    On board "[Board Name]", group "[Group Name]":
    
    1. Set all items with status "Review" to "Done"
    2. Change priority to "High" for all items with deadline before [date]
    3. Add an update to each changed item: "Status updated after team meeting on [date]"
    
    Show me a summary of all changes.

    Why it works: Uses get_board_items_page with filters, change_item_column_values for status changes, and create_update for comments.


    9. Analyze Team Workload

    Use case: Who's overloaded? Who could take on more?

    Analyze the workload distribution across all my boards:
    
    1. How many open items does each team member have?
    2. Group by priority (Critical, High, Medium, Low)
    3. Who has the most overdue items?
    4. Who has the most items with status "Stuck"?
    
    Create a table sorted by total load (descending) and flag team members with more than 15 open items.

    Why it works: Uses board_insights for aggregated analysis across the Person column and get_board_items_page for details.


    10. Auto-Generate Documentation

    Use case: Document board structure or create onboarding material.

    Create a monday Doc titled "Process Documentation: [Process Name]" in workspace "[Workspace]".
    
    Content:
    1. Heading: Board Structure
       - List all groups and their purpose
       - Describe each column and its function
    
    2. Heading: Current Items
       - Create a table with all items, sorted by group
       - Columns: Item Name, Status, Person, Deadline
    
    3. Heading: Workflow
       - Describe the typical flow of an item from "Not Started" to "Done"
    
    Base everything on real data from board "[Board Name]".

    Why it works: Combines get_board_info, get_board_items_page, and create_doc with add_content_to_doc for structured Markdown documentation.


    Tips for Better MCP Prompts

    Be Specific

    "Show me my tasks""Show me all items on board 'Sales Pipeline' with status 'Proposal Sent' and deadline this week"

    Name Boards and Workspaces

    "Create an item""Create an item 'Logo Redesign' on board 'Marketing Q2' in group 'Design Tasks'"

    Ask for Confirmation Before Destructive Actions

    "Show me all items you would change before you update them"

    Combine Multiple Tools in One Prompt

    ✅ "Find all overdue items, add a reminder update to each one, 
        and send me a notification with the summary"

    Which AI Client to Use?

    Client Strength Ideal For
    Claude Desktop Best reasoning quality Complex analyses, reports, multi-step workflows
    Cursor Code context Developer boards, sprint management, API debugging
    ChatGPT Broad availability Daily routines, simple board operations
    Copilot Studio Enterprise integration Microsoft ecosystem, Teams integration

    Next Steps

    1. Set up monday MCP – if you haven't already
    2. Start with Prompt #1 – the daily overview is the easiest entry point
    3. Customize prompts – replace board and workspace names with your own
    4. Try Sidekick 3.0 – for prompts directly inside monday.com

    Want custom MCP prompts for your team? We help with setup and prompt engineering. → Book a consultation

    📥 Download all 10 Prompts as PDF

    Neatly formatted for printing, sharing, or saving in your team wiki.

    PDF Download
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