monday.com setup guide

Agents keep projects moving: they read, create and update tasks and issues where your team works.

Ways to connect

Company admins connect apps, on the Integrations page in Everdeck: open monday.com, choose one of the ways below, follow its steps and fill in its fields. Everdeck checks what you enter before it saves anything, and asks you to confirm it’s you (your second factor) before you type any secret. How connecting works.

monday.com can be connected 2 ways. Where there’s a key or token to paste, that’s usually the quickest.

Personal API token

API key.

1. Sign in to monday.com as the user the agent should act as (a dedicated member keeps its work easy to spot).
2. Click your profile picture, choose Developers, then API token > Show, and copy the token. Admins can also find it under Administration > Connections > Personal API token.
3. Paste the token into the form.

Field	What to enter
Personal API token	A secret: Everdeck saves it encrypted and never shows it again. Where to find it.

Disconnecting deletes the credentials Everdeck saved, but Everdeck can't revoke them: the key, token or password itself keeps working at monday.com until you delete or rotate it there.

Your monday.com app (OAuth 2.1)

Your OAuth app.

This way signs in with an OAuth app you create for monday.com, as its steps describe: Everdeck never uses an app of its own. Register this redirect URI with your app:

https://everdeck.io/api/oauth/callback

Then save the app’s client ID and secret in Everdeck, on the connect page or under OAuth apps, and sign in.

1. In monday.com open the Developer Center (profile picture > Developers) and create an app.
2. Under OAuth & Permissions, add the scopes listed below and the redirect URL https://everdeck.io/api/oauth/callback.
3. Turn on the New OAuth Flow toggle. The toggle is set per app version: switch it on for the version you will use and promote that version to live (a draft version only works for its collaborators).
4. On the app's Basic Information page copy the Client ID, Client Secret and Signing Secret into the form, then sign in and install the app in your account when asked.

Field	What to enter
App signing secret (verifies webhooks) (optional)	A secret: Everdeck saves it encrypted and never shows it again.

The scopes Everdeck asks for:

• me:read
• boards:read
• boards:write
• updates:read
• updates:write
• users:read
• workspaces:read
• webhooks:read
• webhooks:write

When you disconnect, Everdeck asks monday.com to revoke the sign-in, then deletes the tokens it saved.

What agents can do

An agent uses an action only when its charter grants it, on the agent’s Tools tab, where you choose whether each one runs by itself (Auto), asks first or never runs. Each action has a risk tier: tier 3 actions, which customers or the public see, ask first unless you choose otherwise, and tier 4 actions (money, deleting things, access) always need a person. How tools and tiers work.

Actions marked Reads outside content return things people outside your company may have written. Agents treat what they read as information, never as instructions, and their riskier actions later in the same session need approval.

• List boardsTier 0 · ReadReads outside contentmonday_list_boards

  List active boards, most recently used first, optionally only in some workspaces.

• Read a board's structureTier 0 · ReadReads outside contentmonday_get_board

  Read a board's columns (id, title, type) and groups (id, title). Column ids are needed to set values and group ids to create or move items.

• List itemsTier 0 · ReadReads outside contentmonday_list_items

  List a board's items with their group and column values, optionally filtered with query_params. Returns a cursor; pass it back (without query_params) for the next page.

• Search items by nameTier 0 · ReadReads outside contentmonday_search_items

  Find items on a board whose name contains some text.

• Read an itemTier 0 · ReadReads outside contentmonday_get_item

  Read one item with its board, group, all column values and its latest updates.

• Create an itemTier 2 · ReversibleReads outside contentmonday_create_item

  Create an item on a board, optionally in a group and with column values. Use get_board for group and column ids.

• Change column valuesTier 2 · ReversibleReads outside contentmonday_update_item

  Change one or more column values of an item, for example its status, owner, date or text. Only the columns you include change.

• Move an item to a groupTier 2 · ReversibleReads outside contentmonday_move_item_to_group

  Move an item to another group on the same board.

• Archive an itemTier 2 · ReversibleReads outside contentmonday_archive_item

  Archive an item. It stays in the board's archive and can be restored at any time.

• Post an updateTier 2 · ReversibleReads outside contentmonday_add_update

  Post an update (comment) on an item, or reply to an update with parent_id. Subscribers of the item are notified; guests on shareable boards can see it.

• List peopleTier 0 · ReadReads outside contentmonday_list_users

  List account members with their ids and emails, optionally filtered by name.

Testing, problems and disconnecting

Everdeck checks the connection when you save it. On the connection’s page in Integrations, Test checks it again at any time.

If monday.com later refuses the connection, for example because a key was deleted or a sign-in expired, the connection shows Needs attention on the Integrations page and the people who manage connections are told. Agents can’t use it until a company admin fixes it with Edit or Reconnect.

To stop agents using monday.com, open the connection and select Disconnect. Agents stop using it at once and its saved credentials are deleted. What else happens depends on how it was connected: each way above says.