How to Use the Monday.com (Work Management & CRM) MCP in Windsurf

Q: How does Windsurf connect to the Monday.com (Work Management & CRM) MCP Server?

You add the server configuration to your mcpconfig.json file. Windsurf automatically registers the tools on startup, allowing Cascade to read and write board data instantly.

Q: Can Windsurf edit boards in Monday.com (Work Management & CRM) without my permission?

Cascade plans the sequence of tools like createitem or createupdate and shows you the plan. You can let it run autonomously or require confirmation for destructive actions like deleting items.

Q: Does this MCP Server support subitems on Monday.com?

Yes. The server includes the listsubitems tool, which lets your agent inspect nested tasks and checklist items within any parent board item.

Q: Can I use Windsurf to assign tasks to team members on Monday.com (Work Management & CRM)?

Yes. The agent can run listusers to get your team directory and match assignments to the correct user IDs on your boards.

Let Windsurf manage your Monday.com boards and track tasks autonomously while you focus on writing code.

See Vinkius in Action

Works with every AI agent you already use

…and any MCP-compatible client

MCP Servers - Free for Subscribers

Connect Monday.com (Work Management & CRM) MCP to Windsurf

Create your Vinkius account to connect Monday.com (Work Management & CRM) to Windsurf and route execution through our secure gateway. The platform manages server hosting, runtime updates, and security layers. Configuration requires no manual server provisioning.

GDPR Free for Subscribers

Setup Monday.com (Work Management & CRM) with Windsurf

Ask AI about this MCP

ChatGPT

Claude

Perplexity

Sync tasks with Windsurf autonomously

Cascade can chain operations to keep your project tracking up to date. When you finish a feature, the agent uses `list_boards` to find the correct project board and `list_items` to locate the exact task you just completed. It doesn't ask you for permission at every step; it just builds the plan and updates the status. If a task requires extra detail, the agent calls `create_update` to post your Git commit messages directly to the task. You don't have to open a browser to keep your product managers happy.

Inspect project structure directly

Stop digging through browser tabs to find where a task belongs. This MCP Server exposes your team structure and project layouts directly to your editor. The agent uses `list_workspaces` and `list_groups` to map out your Monday.com workspace hierarchy in seconds. Once it understands the layout, it runs `get_board` to inspect the columns and types. This gives your agent the exact schema it needs to format status updates and assignees correctly without guessing.

Clean up and organize boards

Stale tasks clutter your view and slow down your team. Your agent uses `list_subitems` to drill down into complex tasks and find blocking issues that need attention. When items are no longer relevant, the agent can run `archive_item` or `delete_item` to clear them out. It keeps your workspace clean so your team can focus on active development.

Setup guide

Set up Monday.com (Work Management & CRM) MCP in Windsurf

Prerequisites

Windsurf IDE installed (macOS, Windows, or Linux)
Active Vinkius subscription with a valid endpoint token

1

Open MCP configuration

Click the Cascade assistant icon in the sidebar, then click the hammer icon (🔨) at the top of the panel. Select "Configure" to open ~/.codeium/windsurf/mcp_config.json.
2

Add the Monday.com (Work Management & CRM) MCP

Paste the JSON snippet shown on the right into the mcpServers object. Replace [YOUR_TOKEN_HERE] with your endpoint token from cloud.vinkius.com.
3

Refresh MCPs

Go back to the hammer icon (🔨) in Cascade and click "Refresh". Windsurf will detect the new server. No full restart is needed — the connection is hot-reloaded.
4

Verify in Cascade

Start a new Cascade conversation and ask something like "Show my Monday.com (Work Management & CRM) payment history." If connected, Cascade will call the Monday.com (Work Management & CRM) tools directly. You will see a green dot next to the server name in the MCP panel.

mcp_config.json

{
  "mcpServers": {
    "mondaycom-work-management-crm-mcp": {
      "url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    }
  }
}

Get your connection token →

Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Monday.com. All third-party trademarks, logos, and brand names are the property of their respective owners. Their use on this website is strictly for informational purposes to identify service compatibility and interoperability.

Why Choose Vinkius

Vinkius connects your tools to AI with real-time monitoring and automatic cost savings — all from one dashboard.

Connect Monday.com (Work Management & CRM) now

Real-time monitoring

Live

visibility into every interaction

Connect your favorite tools to your AI and see exactly what's happening — every request, every response, in real time.

Built-in savings

60%

lower AI costs

Vinkius compresses data between your apps and your AI automatically. Lower bills every month — no configuration required.

Single dashboard

One

place for every integration

Every tool your AI connects to, managed from a single screen. One account, complete control.

Common questions about Monday.com (Work Management & CRM) MCP in Windsurf

You add the server configuration to your `mcp_config.json` file. Windsurf automatically registers the tools on startup, allowing Cascade to read and write board data instantly.

Cascade plans the sequence of tools like `create_item` or `create_update` and shows you the plan. You can let it run autonomously or require confirmation for destructive actions like deleting items.

Yes. The server includes the `list_subitems` tool, which lets your agent inspect nested tasks and checklist items within any parent board item.

Yes. The agent can run `list_users` to get your team directory and match assignments to the correct user IDs on your boards.

Your board items, updates, and user profiles never leave your local machine or pass through third-party databases. The server runs inside a secure local sandbox, using your direct API token to talk straight to Monday.com.

Use it with your favorite AI tools

Connect this server to Cursor, Claude, VS Code, and more.

OpenAI Agents SDK sdk-python

Google ADK sdk-python

Pydantic AI sdk-python

Vercel AI SDK sdk-typescript