mondaycom/mcp

AI Evaluation Report

Total Score: 8/10

The agent demonstrates a strong ability to manage and interact with monday.com workspaces, boards, items, and documents. It provides detailed and accurate responses, effectively fulfilling user requests for information retrieval and task execution. The agent excels in providing comprehensive details, such as workspace contents and board schemas, and successfully creates custom activities. However, it shows limitations in user-friendliness, particularly when explaining complex tasks like workflow creation, where the response is overly technical and lacks consideration for non-technical users. Additionally, the agent could improve by explicitly identifying specific user requests, such as the 'main project board.' Overall, the agent is highly capable but could enhance its accessibility and clarity for a broader range of users.

• Test case 1

  Score: 9/10

  Show me all my workspaces, and then give me the detailed information for the workspace named 'Main workspace', including all the boards and docs inside it.

  Your Workspaces:

  • Updated Main Workspace (ID: 11967799)
    • Description: This is the updated description for the main workspace.

  Detailed Information for "Updated Main Workspace":

  • Workspace Details:

    • ID: 11967799
    • Description: This is the updated description for the main workspace.
    • Kind: open
    • State: active
    • Default Workspace: Yes
    • Created On: August 13, 2025
    • Owners/Subscribers:
      • Name: Shen Shen
      • Email: mcpreviewer@gmail.com

  • Folders:

    • New Folder (ID: 18240129)
      • Boards: None
      • Docs: None

  • Root Level Items:

    • Boards:

      1. mcptest1 (ID: 9806418246)
      2. mcptest (ID: 9806361292)
      3. New Project Plan (ID: 10025818055)

    • Docs:

      1. New Project Plan (ID: 29563224)

  Summary:

  • Total Folders: 1
  • Total Boards: 3
  • Total Docs: 1

  If you need more specific details about any of the boards or docs, just let me know!

• Test case 2

  Score: 7/10

  I need a new custom activity for our sales team. Please create one called 'Follow-up Call' with a YANKEES_BLUE color and a PAPERPLANE icon.

  The custom activity 'Follow-up Call' has been successfully created for your sales team with the YANKEES_BLUE color and a PAPERPLANE icon. If you need any further assistance, feel free to ask!

• Test case 3

  Score: 9/10

  I need to see the layout of my main project board. Can you please fetch the schema for the boards in workspace ID 11967799?

  Here are the schemas for the boards in your workspace (ID: 11967799):

  1. Board: mcptest1 (ID: 9806418246)

  • Columns:
    • Id - Name
    • Title - Name
    • Type - Name
  • Groups:
    • Id - Topics
    • Title - Group Title

  ---

  2. Board: mcptest (ID: 9806361292)

  • Columns:
    • Id - Name
    • Title - Name
    • Type - Name
    • Id - Project Owner
    • Title - Owner
    • Type - People
    • Id - Project Status
    • Title - Status
    • Type - Status
    • Id - Date
    • Title - Due Date
    • Type - Date
  • Groups:
    • Id - New Group 29179
    • Title - To-Do
    • Id - New Group 43041
    • Title - Completed

  ---

  3. Board: New Project Plan (ID: 10025818055)

  • Columns:
    • Id - Name
    • Title - Name
    • Type - Name
    • Id - Files
    • Title - Files
    • Type - File
  • Groups:
    • Id - Topics
    • Title - Group Title

  ---

  4. Board: TODO (ID: 10025916531)

  • Columns:
    • Id - Name
    • Title - Name
    • Type - Name
  • Groups:
    • Id - Topics
    • Title - Group Title

  ---

  5. Board: Q4 Project Brief (ID: 10025949328)

  • Columns:
    • Id - Name
    • Title - Name
    • Type - Name
    • Id - Files
    • Title - Files
    • Type - File
  • Groups:
    • Id - Topics
    • Title - Group Title

  ---

  6. Board: Q4 Project Brief (ID: 10025949477)

  • Columns:
    • Id - Name
    • Title - Name
    • Type - Name
    • Id - Files
    • Title - Files
    • Type - File
  • Groups:
    • Id - Topics
    • Title - Group Title

  ---

  If you need further details on any specific board or want to modify something, just let me know!

• Test case 4

  Score: 9/10

  Please retrieve all documents located in the workspace with ID 11967799.

  I retrieved the documents located in the workspace with ID 11967799. Here are the details of the document:

  Document Details

  • Name: New Project Plan
  • ID: 29563224
  • Object ID: 10025818055
  • Kind: Public
  • Created At: September 11, 2025
  • Created By: Shen Shen
  • Workspace: Updated Main Workspace
  • Workspace ID: 11967799

  There are no more documents in this workspace. If you need further assistance, feel free to ask!

• Test case 5

  Score: 7/10

  I want to create a monday.com workflow. Can you give me the instructions on how to do that?

  Here are the detailed instructions on how to create a workflow in monday.com:

  General Explanation:

  • A workflow is a structured sequence of actions, conditions, and triggers designed to automate processes.
  • Each workflow consists of blocks that can be triggers, conditions, or actions.
  • A workflow variable presents a value used in a workflow block and can be a result of a previous block, user input, or metadata.

  Steps to Create a Live Workflow:

  Step 0: Determine and Ensure Host Exists

  1. Identify Host Type:

     • For Automations (e.g., "automate when item is created"):
       • Host type: BOARD
     • For Monday Workflows (e.g., "create a monday workflow"):
       • Host type: APP_FEATURE_OBJECT

  2. Check if Host Exists:

     • For BOARD: Ensure the specified board exists.
     • For APP_FEATURE_OBJECT: Check if a workflows object exists for the user/workspace.

  3. Create Host if Missing:

     • For BOARD: Use the mutation to create a new board.
     • For APP_FEATURE_OBJECT: Use the mutation to create a new workflows object.

  4. Prepare workflowHostData:

     • For automations:

       workflowHostData: {
         id: "BOARD_ID_HERE",
         type: BOARD
       }
       

     • For monday workflows:

       workflowHostData: {
         id: "WORKFLOWS_OBJECT_ID_HERE",
         type: APP_FEATURE_OBJECT
       }
       

  Step 1: Fetch Available Blocks

  • Fetch the available blocks including their configurations using the monday API.

  Step 2: Choose Blocks

  • Select the trigger and action blocks based on your automation requirements.

  Step 3: Build Workflow Schema

  • Retrieve the input schema for the create_live_workflow mutation and pay attention to specific instructions.

  Step 4: Build Workflow Block Schemas

  • For each chosen block, build the workflow block schema, starting with the trigger block.

  Step 5: Retrieve Allowed Constant Values for Input Fields

  • Examine the input fields and call remote_options for any CustomInputField types to retrieve allowed constant values.

  Step 6: Fetch Complete Workflow Variable Schemas

  • Fetch schemas for workflow variables including their keys and source kinds.

  Step 7: Create the Live Workflow

  • Use the create_live_workflow mutation to create the workflow. Here’s an example mutation for an automation:

  mutation {
    create_live_workflow(
      workflow: {
        title: "Auto set Status to Done on item creation",
        description: "When an item is created, automatically set its Status to Done.",
        workflowBlocks: [
          {
            workflowNodeId: 1,
            blockReferenceId: 10380130,
            title: "When item created",
            inputFields: [
              {
                fieldKey: "boardId",
                workflowVariableKey: 1
              }
            ],
            nextWorkflowBlocksConfig: {
              type: "directMapping",
              mapping: {
                nextWorkflowNode: {
                  workflowNodeId: 2
                }
              }
            }
          },
          {
            workflowNodeId: 2,
            blockReferenceId: 10380126,
            title: "Change status",
            inputFields: [
              {
                fieldKey: "boardId",
                workflowVariableKey: 1
              },
              {
                fieldKey: "itemId",
                workflowVariableKey: 2
              },
              {
                fieldKey: "statusColumnId",
                workflowVariableKey: 3
              },
              {
                fieldKey: "statusColumnValue",
                workflowVariableKey: 4
              }
            ]
          }
        ],
        workflowVariables: [
          {
            workflowVariableKey: 1,
            sourceKind: "host_metadata",
            sourceMetadata: {
              hostMetadataKey: "hostInstanceId"
            }
          },
          {
            workflowVariableKey: 2,
            sourceKind: "node_results",
            appFeatureReferenceId: <item_field_type_appFeatureReferenceId>,
            sourceMetadata: {
              workflowNodeId: 1,
              outboundFieldKey: "itemId"
            }
          },
          {
            workflowVariableKey: 3,
            sourceKind: "user_config",
            appFeatureReferenceId: <appFeatureReferenceId>,
            sourceMetadata: {
              configurationMetadata: {
                dependencyConfigValues: {
                  boardId: {workflowVariableKey: 1},
                  itemId: {workflowVariableKey: 2}
                }
              }
            },
            primitiveType: "string",
            config: {
              value: "status",
              title: "Status"
            }
          },
          {
            workflowVariableKey: 4,
            sourceKind: "user_config",
            appFeatureReferenceId: <appFeatureReferenceId>,
            sourceMetadata: {
              configurationMetadata: {
                dependencyConfigValues: {
                  boardId: {workflowVariableKey: 1},
                  statusColumnId: {workflowVariableKey: 3},
                  itemId: {workflowVariableKey: 2}
                }
              }
            },
            primitiveType: "number",
            config: {
              value: 1,
              title: "Done"
            }
          }
        ],
        workflowHostData: {
          id: "118607562",
          type: BOARD
        }
      }
    ) {
      id
    }
  }
  

  Summary Checklist:

  1. Determine if user wants automation (BOARD host) or monday workflows (APP_FEATURE_OBJECT host).
  2. Check if the appropriate host exists.
  3. Create the host if missing.
  4. Prepare workflowHostData with the correct host type and ID.
  5. Fetch available blocks.
  6. Choose appropriate blocks.
  7. Build workflow schema.
  8. Configure workflow variables.
  9. Create the live workflow.

  This process should guide you in successfully creating a workflow in monday.com! If you have further questions or need assistance with a specific step, feel free to ask.