Monday.com Agent Connector

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Set up the Monday.com Connector

1

Select your Agent

Navigate to Agents, find the Agent you want to configure, click …, and select Edit.

2

Open the Connectors section

In the Agent editor, go to the Setup tab and scroll to Connectors.

3

Add Monday.com

Click + Add Connector, then click + Add on Monday.com.

4

Choose a connection method

Select how users will authenticate with Monday.com:

• Each user connects their own account (recommended) — each user signs in on first use, and the Connector respects that user’s Monday.com permissions
• Use a shared Monday.com connection — all users access Monday.com through one shared connection

5

Install the Cassidy app in Monday.com if prompted

Monday.com requires you to install the Cassidy app before the connection can be authorized. When you click Connect, Cassidy may first show an install prompt instead of taking you straight to authorization.

Click Install app in Monday.com. On the Monday.com page, choose whether to install the app for All Workspaces or only Specific Workspaces, then complete the install.

If Monday.com shows a banner saying the app has not been reviewed or approved by monday.com, that is expected during this setup flow.

6

Return to Cassidy and reconnect

After installing the app, return to Cassidy and click Connect again. If you try to authorize before the app is installed, Monday.com shows an App is not installed message and blocks the authorization.

Once the app is installed, the authorization page lets you review the requested permissions and click Authorize.

7

Choose and share the connection if needed

If you are using a shared connection, select the Monday.com connection you want to use. You can also open the … menu to share, reconnect, rename, or delete a saved connection.

To let more people use the shared connection, click Share and add specific people or groups, or change General access from Restricted to a broader setting.

8

Configure tool permissions

Set the permission level for each Monday.com action:

• Always allow — the Agent can run the action automatically
• Needs approval — the Agent asks before running the action
• Disabled — the Agent cannot run the action

Monday.com tools are grouped into three categories:

• View Data — read-only actions like listing boards, items, groups, users, and updates. Defaults to Always allow.
• Create & Modify — actions like creating items, posting updates, moving items, and changing column values. Defaults to Disabled.
• Remove Data — destructive actions like deleting an item. Defaults to Disabled.

Review write and delete permissions carefully. Always allow lets the Agent make changes in Monday.com without asking first.

9

Enable the Connector

Click Add Tool to finish setup.If you chose Each user connects their own account, users will be prompted to connect Monday.com the first time they use the Connector in chat. If they have not installed the Cassidy app in Monday.com yet, they may need to complete the same install and authorize flow during their first connection.

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What the Agent can do

• Listing boards, groups, users, items, and updates
• Looking up items by column values
• Reading board activity logs
• Creating new items and updates
• Updating simple column values
• Moving or duplicating items
• Deleting items if you enable remove permissions

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Data security

• Permission-based access — the Agent can only do what the connected Monday.com account is allowed to do
• Configurable approvals — you decide which actions run automatically, require approval, or stay disabled
• No copied data — Monday.com data is queried in real time and is not stored in Cassidy

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Next steps