• OVERVIEW
  • GROUPS
  • SUB-ITEMS
  • HUMAN

How to summarize project board status with your AI

Connect your Monday.com account once. After that, your AI handles the heavy lifting of navigating complex boards and nested items.

Ask AI about this page

Short answer

How can I get a quick status update on my Monday.com boards?

Your AI pulls data from your boards, groups, and sub-items to create a single summary. You get a clear view of progress and blockers without manual scrolling. This breakdown shows you exactly how it works.

Where every update lands.

The outcomes of a status check.

Depending on what you ask, your AI organizes the data into these views.

OVERVIEW

High-level board health

The AI scans the entire board to tell you if things are on track. You get a bird's-eye view of total progress.

GROUPS

Group-specific progress

The AI breaks down status by group. This helps you see which specific phases or departments are lagging.

SUB-ITEMS

Granular task details

The AI digs into nested sub-items to find hidden blockers. It catches the small details that usually get missed in big summaries.

HUMAN

Actionable next steps

The AI flags items that need your direct attention. It identifies where you need to step in to move a project forward.

The workflow

What your AI does when the request arrives.

The AI follows a specific sequence to gather the data you need.

  1. Locate the board

    The AI finds the specific board you are asking about to ensure it's looking at the right data.

    list_boards

  2. Map the structure

    It identifies all the groups within that board to understand how your work is organized.

    list_groups

  3. Gather item data

    The AI pulls the status and details for every main item in the groups.

    list_items

  4. Check sub-tasks

    It looks into the nested sub-items to provide a complete picture of the work being done.

    list_subitems

Try it

Copy these to start.

Use these prompts to get immediate answers from your AI.

Starting points

Replace the bracketed text with your actual board or group names.

Monday.com Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_cn4ryppHScuoUmu0D30Wf2MBGstvdA1KxeZU2AA0/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — Monday.com capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "mondaycom-work-management-crm-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_cn4ryppHScuoUmu0D30Wf2MBGstvdA1KxeZU2AA0/mcp"
    }
  }
}
Copy into chat04

  • Summarize the current status of my Marketing Launch board.

  • Which groups in my Product Roadmap board have the most overdue items?

  • Give me a summary of all sub-items in the Website Redesign board.

  • What is the overall progress of the Client Onboarding board?

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect Monday.com once, then ask.

Just click the link to connect your account. Your credentials stay encrypted and secure on our end. You can find the full list of capabilities on the main Connector page.

Connect Monday.com to your AI

FAQ

How this task behaves.

  • 01

    Can the AI change the status of my items?

    No. This MCP only reads data from your boards. You still handle all updates and changes manually in Monday.com.

  • 02

    Can the AI delete any of my boards or items?

    No. The AI has no permission to delete or modify your data.

  • 03

    Does it see my sub-items?

    Yes, it can read the details of nested sub-items to give you a complete status report.

  • 04

    How does it know which board to look at?

    You tell it the name of the board in your prompt, and it uses the list tools to find the matching board.

  • 05

    Can it create new items for me?

    No. This specific set of tools is for reading and summarizing existing data, not for creating new records.

  • More questions about Monday.com? See everything the Monday.com Connector can do

Connect Monday.com to Claude, Cursor, ChatGPT & more