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Monday.com Integration

Connect Chatty AI with Monday.com for project management and team collaboration.

Overview​

Monday.com integration allows Chatty AI to interact with your Monday.com boards, items, and workflows.

Key Features:

  • Create and update items
  • Query board status
  • Search items
  • View item details
  • Add updates
  • Manage columns
  • Track progress

Configuration​

Easiest setup - Connect via Chatty AI MCP server:

Benefits:

  • ✅ Simplified configuration
  • ✅ Managed by Chatty AI
  • ✅ No direct API token management in Chatty AI
  • ✅ Centralized credential management

MCP Server URL:

# Chatty AI Hosted
https://mcp-monday.chattyai.io

# Or internal deployment
http://mcp-monday:3102

Setup:

  1. Configure Monday.com API token in MCP server (vendor-managed)
  2. Add MCP server in Chatty AI: 
    Settings → MCP Servers → Add Server
    Name: Monday.com
    URL: https://mcp-monday.chattyai.io
  3. Start using Monday.com integration in Chatty AI

See MCP Servers for more details.

Option 2: Direct Monday.com API Integration​

For custom setups - Connect directly to Monday.com API:

Required Permissions​

Monday.com API access requires specific scopes:

Board Permissions:

  • boards:read - Read board structure and items
  • boards:write - Create and update boards

Item Permissions:

  • items:read - Read items and their values
  • items:write - Create and update items

User Permissions:

  • users:read - Read user information

Update Permissions:

  • updates:read - Read updates/comments
  • updates:write - Create updates/comments

Workspace Permissions:

  • workspaces:read - Read workspace information

Permission Scopes Summary​

Access LevelScopesUse Case
Read-Onlyboards:read, items:read, users:readViewing and querying only
Standardboards:read, items:read, items:write, updates:writeMost common use case
Full AccessAll scopes including boards:writeComplete workspace management

Setup Instructions​

Step 1: Generate Monday.com API Token​

  1. Login to Monday.com
  2. Click your profile picture (bottom left)
  3. Go to Admin → API
  4. Click "Generate" or "Copy" to get your API token
  5. Copy the token securely

Alternative - Personal API Token:

  1. Click your profile picture
  2. Go to Developers → My Access Tokens
  3. Click "Generate"
  4. Name it (e.g., "Chatty AI")
  5. Select scopes (see Required Permissions above)
  6. Generate and copy token

Step 2: Verify Permissions​

Verify your account has access to required boards:

  1. Login to Monday.com
  2. Navigate to boards you want to access
  3. Verify you can:
    • View board items
    • Create new items
    • Edit existing items
    • Add updates
  4. If missing access, contact workspace admin

Step 3: Configure in Chatty AI​

Method 1: Admin UI

  1. Login to Chatty AI as admin
  2. Go to Settings → Apps
  3. Find Monday.com
  4. Click Configure
  5. Enter:
    • API Token: Your Monday.com API token
    • Workspace ID: Your workspace ID (optional)
  6. Click Save
  7. Click Test Connection

Method 2: Environment Variables

Add to .env:

# Monday.com Configuration
MONDAY_API_TOKEN=your-api-token-here
MONDAY_WORKSPACE_ID=your-workspace-id  # Optional

# Enable Monday.com app
CHATTY_APP_SHOW_APPS=true

Restart services:

docker compose restart chattyai

Using Monday.com Integration​

Example Interactions​

Creating Items​

User: Create a task in the Sprint board for the login bug

Chatty AI: [Creates Monday.com item]
Created: Task #12345 - Login bug
Board: Sprint Board
Status: To Do
Owner: Unassigned

Querying Items​

User: Show me all high priority items in the Sprint board

Chatty AI: [Queries Monday.com]
High priority items in Sprint Board:
1. #12345: Login bug (To Do)
2. #12346: API performance issue (In Progress)
3. #12347: UI redesign (Stuck)

Updating Items​

User: Update item #12345 status to In Progress

Chatty AI: [Updates Monday.com]
Item #12345 status updated to In Progress

Adding Updates​

User: Add update to item #12345: "Working on fix, ETA 2 hours"

Chatty AI: [Adds update to Monday.com]
Update added to item #12345

Querying Board Status​

User: What's the status of the Sprint board?

Chatty AI: [Queries Monday.com]
Sprint Board Status:
- Total items: 25
- Done: 10 (40%)
- In Progress: 8 (32%)
- To Do: 5 (20%)
- Stuck: 2 (8%)

Common Use Cases​

1. Daily Standup​

User: What items am I assigned to?

Chatty AI: Your assigned items:
- #12345: Login bug (In Progress)
- #12346: Update documentation (To Do)
- #12347: Code review (Done)

2. Sprint Planning​

User: How many story points are in the current sprint?

Chatty AI: Current Sprint:
- Total story points: 45
- Completed: 12
- In progress: 18
- To do: 15

3. Team Workload​

User: Show me team workload distribution

Chatty AI: Team Workload:
- John: 8 items (3 high priority)
- Sarah: 6 items (2 high priority)
- Mike: 5 items (1 high priority)

4. Project Timeline​

User: What items are due this week?

Chatty AI: Items due this week:
1. #12345: Login bug (Due: Monday)
2. #12346: API docs (Due: Wednesday)
3. #12347: Testing (Due: Friday)

Advanced Features​

Custom Columns​

Access custom Monday.com columns:

User: Show me items where Priority is High and Status is Stuck

Chatty AI: [Queries custom columns]
Found 3 items matching criteria

Subitems​

Work with subitems:

User: Show subitems for item #12345

Chatty AI: Subitems for #12345:
1. Research solution
2. Implement fix
3. Write tests
4. Deploy to staging

Multiple Boards​

Query across multiple boards:

User: Find all items assigned to me across all boards

Chatty AI: Your items across all boards:
Sprint Board: 3 items
Backlog: 2 items
Bugs: 1 item

Security Best Practices​

1. Use API Tokens​

Always use API tokens, not passwords:

  • Tokens can be revoked
  • Tokens have limited scope
  • Tokens don't expose passwords

2. Least Privilege​

Use minimum required scopes:

# Read-only access
Scopes: boards:read, items:read, users:read

# Standard access
Scopes: boards:read, items:read, items:write, updates:write

3. Rotate Tokens​

Regularly rotate API tokens:

# Every 90 days
1. Generate new token
2. Update .env
3. Restart services
4. Revoke old token

4. Secure Storage​

Never commit tokens to git:

echo "MONDAY_API_TOKEN=*" >> .gitignore

Troubleshooting​

Cannot Connect to Monday.com​

# Verify API token
curl -H "Authorization: YOUR_API_TOKEN" \
  https://api.monday.com/v2 \
  -d '{"query": "{ me { id name } }"}'

# Check Chatty AI logs
docker compose logs chattyai | grep -i monday

# Verify environment variables
docker compose exec chattyai env | grep MONDAY

Permission Denied​

# Verify token has required scopes
# Check Monday.com API token settings

# Verify user has board access
# Login to Monday.com and check board permissions

# Regenerate token with correct scopes

Rate Limiting​

# Monday.com API has rate limits
# Default: 60 requests per minute

# Reduce query frequency
# Use caching where possible

# Check rate limit headers in API responses

API Reference​

Monday.com GraphQL API​

Monday.com uses GraphQL API:

# Query boards
query {
  boards {
    id
    name
    items {
      id
      name
      column_values {
        id
        text
      }
    }
  }
}

# Create item
mutation {
  create_item (
    board_id: 123456789,
    item_name: "New Task"
  ) {
    id
  }
}

# Update item
mutation {
  change_column_value (
    board_id: 123456789,
    item_id: 987654321,
    column_id: "status",
    value: "{\\"label\\":\\"Done\\"}"
  ) {
    id
  }
}

Integration with n8n​

Use Monday.com with n8n workflows:

Example: Chatty AI → Monday.com​

Trigger → Chatty AI (Analyze) → Monday.com (Create Item)

Setup in n8n:

  1. Add trigger node
  2. Add Chatty AI node
  3. Add Monday.com node
    • Operation: Create Item
    • Board ID: Select board
    • Item Name: Use Chatty AI output
    • Column Values: Map fields