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monday

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Original

English
🇨🇳

Translation

Chinese

monday.com Skill

monday.com Skill

Overview

概述

Claude can manage your monday.com workspaces to create boards, manage items, track progress, and automate workflows. A flexible work operating system for team collaboration.
Claude可以管理你的monday.com工作区，创建看板、管理项目项、跟踪进度并自动化工作流。这是一个用于团队协作的灵活工作操作系统。

Quick Install

快速安装

bash
curl -sSL https://canifi.com/skills/monday/install.sh | bash
Or manually:
bash
cp -r skills/monday ~/.canifi/skills/
bash
curl -sSL https://canifi.com/skills/monday/install.sh | bash
或者手动安装：
bash
cp -r skills/monday ~/.canifi/skills/

Setup

设置

Configure via canifi-env:
bash
undefined
通过canifi-env进行配置：
bash
undefined

First, ensure canifi-env is installed:

首先，确保已安装canifi-env：

curl -sSL https://canifi.com/install.sh | bash

curl -sSL https://canifi.com/install.sh | bash

canifi-env set MONDAY_EMAIL "your-email@example.com"
undefined
canifi-env set MONDAY_EMAIL "your-email@example.com"
undefined

Privacy & Authentication

隐私与认证

Your credentials, your choice. Canifi LifeOS respects your privacy.
你的凭证，由你掌控。 Canifi LifeOS尊重你的隐私。

Option 1: Manual Browser Login (Recommended)

选项1：手动浏览器登录（推荐）

If you prefer not to share credentials with Claude Code:
  1. Complete the Browser Automation Setup using CDP mode
  2. Login to the service manually in the Playwright-controlled Chrome window
  3. Claude will use your authenticated session without ever seeing your password
如果你不想与Claude Code共享凭证：
  1. 使用CDP模式完成浏览器自动化设置
  2. 在Playwright控制的Chrome窗口中手动登录该服务
  3. Claude将使用你的已认证会话，全程不会看到你的密码

Option 2: Environment Variables

选项2：环境变量

If you're comfortable sharing credentials, you can store them locally:
bash
canifi-env set SERVICE_EMAIL "your-email"
canifi-env set SERVICE_PASSWORD "your-password"
Note: Credentials stored in canifi-env are only accessible locally on your machine and are never transmitted.
如果你愿意共享凭证，可以将其存储在本地：
bash
canifi-env set SERVICE_EMAIL "your-email"
canifi-env set SERVICE_PASSWORD "your-password"
注意：存储在canifi-env中的凭证仅能在你的本地机器上访问，绝不会被传输。

Capabilities

功能

  • Create and manage boards
  • Add and edit items
  • Create groups for organization
  • Set column values and statuses
  • Automate with recipes
  • Track time on items
  • Add updates and comments
  • Create dashboards
  • Manage workspaces
  • Use board templates
  • Create integrations
  • Generate reports
  • 创建和管理看板
  • 添加和编辑项目项
  • 创建分组进行组织
  • 设置列值和状态
  • 使用规则自动化工作流
  • 跟踪项目项的时间
  • 添加更新和评论
  • 创建仪表板
  • 管理工作区
  • 使用看板模板
  • 创建集成
  • 生成报告

Usage Examples

使用示例

Example 1: Create Item

示例1：创建项目项

User: "Add 'New feature development' to the Sprint board"
Claude: Opens board, creates item in appropriate group.
        Confirms: "Item added to Sprint board"
用户："将'新功能开发'添加到Sprint看板"
Claude：打开看板，在合适的分组中创建项目项。
        确认："项目项已添加到Sprint看板"

Example 2: Update Status

示例2：更新状态

User: "Mark the design review as complete"
Claude: Finds item, updates status column to Complete.
        Confirms: "Design review marked complete"
用户："将设计评审标记为完成"
Claude：找到项目项，将状态列更新为完成。
        确认："设计评审已标记为完成"

Example 3: View Board

示例3：查看看板

User: "What's the status of our project board?"
Claude: Opens board, summarizes items by status.
        Reports: "12 items: 3 Done, 5 Working on it, 4 Stuck"
用户："我们的项目看板状态如何？"
Claude：打开看板，按状态汇总项目项。
        报告："共12个项目项：3个已完成，5个进行中，4个受阻"

Example 4: Create Board

示例4：创建看板

User: "Create a board for tracking bugs"
Claude: Creates new board from Bug Tracking template.
        Returns: "Bug Tracking board created with default columns"
用户："创建一个用于跟踪Bug的看板"
Claude：使用Bug跟踪模板创建新看板。
        返回："已创建Bug跟踪看板，包含默认列"

Authentication Flow

认证流程

  1. Claude navigates to monday.com via Playwright MCP
  2. Enters MONDAY_EMAIL for authentication
  3. Handles 2FA if required (notifies user via iMessage)
  4. Maintains session for board operations
  1. Claude通过Playwright MCP导航到monday.com
  2. 输入MONDAY_EMAIL进行认证
  3. 如需2FA则处理（通过iMessage通知用户）
  4. 维持会话以进行看板操作

Selectors Reference

选择器参考

javascript
// Workspace sidebar
'.workspace-sidebar'

// Board list
'.boards-list'

// Board content
'.board-content'

// Item row
'.pulse-component'

// Add item button
'.add-pulse-button'

// Item name input
'.pulse-name-input'

// Status column
'.status-column'

// Person column
'.person-column'

// Date column
'.date-column'

// Group header
'.group-header'
javascript
// 工作区侧边栏
'.workspace-sidebar'

// 看板列表
'.boards-list'

// 看板内容
'.board-content'

// 项目项行
'.pulse-component'

// 添加项目项按钮
'.add-pulse-button'

// 项目项名称输入框
'.pulse-name-input'

// 状态列
'.status-column'

// 人员列
'.person-column'

// 日期列
'.date-column'

// 分组标题
'.group-header'

Error Handling

错误处理

  • Login Failed: Retry 3 times, notify user via iMessage
  • Session Expired: Re-authenticate automatically
  • Board Not Found: List available boards, ask user
  • Item Create Failed: Retry, verify permissions
  • Automation Failed: Check recipe configuration
  • Permission Denied: Notify user of access issue
  • 登录失败：重试3次，通过iMessage通知用户
  • 会话过期：自动重新认证
  • 未找到看板：列出可用看板，询问用户
  • 项目项创建失败：重试，验证权限
  • 自动化失败：检查规则配置
  • 权限被拒绝：通知用户访问问题

Self-Improvement Instructions

自我改进说明

When you learn a better way to accomplish a task with monday.com:
  1. Document the improvement in your response
  2. Suggest updating this skill file with the new approach
  3. Include specific board configurations that work well
  4. Note useful automation recipes
当你学到在monday.com中完成任务的更好方法时：
  1. 在回复中记录改进点
  2. 建议用新方法更新此skill文件
  3. 包含效果良好的特定看板配置
  4. 记录有用的自动化规则

Notes

注意事项

  • Flexible column types for any data
  • Automations for workflow efficiency
  • Dashboards for high-level views
  • Apps marketplace for extensions
  • Workdocs for documentation
  • Forms for data intake
  • Timeline view for planning
  • Mobile apps available
  • 灵活的列类型适用于任何数据
  • 自动化功能提升工作流效率
  • 仪表板提供高层级视图
  • 应用市场可扩展功能
  • Workdocs用于文档编制
  • 表单用于数据收集
  • 时间线视图用于规划
  • 支持移动应用