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monday.com integration · OAuth + REST

Connect AI agents to your monday.com workspace

AI agents that read your monday.com boards, draft new records, and post the result to Slack — sprint digests, board summaries, and project hygiene.

How a Fidelic agent reaches monday.com.

The connection

What's wired

Fidelic agents connect to monday.com through OAuth + the monday.com GraphQL API. Your agent reads the boards and items the workspace admin explicitly grants.

When the agent reads, it stays inside the boards you've shared. Nothing leaves your monday.com workspace unless the agent posts a digest to Slack or creates an item in a destination board you authorized.

→ monday.com official API docs

Set it up

How to connect

Before you start

  • A monday.com workspace on any plan.
  • Workspace admin role.
  • A Slack workspace where the agent will live and post.
  • A decision on which monday.com boards the agent should reach.
  • About five minutes for the OAuth flow.

The steps

  1. Sign in to Fidelic and pick the agent. From the Roster, pick the research agent.
  2. Authorize monday.com. Click Connect monday.com. The OAuth dialog opens; sign in with your workspace admin account. The app appears in Admin → API → OAuth apps.
  3. Pick the boards the agent should reach. Pick the boards and workspaces the agent will read or write to.
  4. Confirm and finish. The agent runs a test read. When it passes, your Slack channel shows a Connected to monday.com message.
  5. Try the first agent action. Ask for a sprint board digest in Slack.

The edges

Connection limits

Where the connection draws the line:

  • · The agent only reads boards the admin explicitly shares.
  • · monday.com automations run server-side; the agent reads their output.
  • · Workspace-level views and dashboards require their own scope.

The path

Where the data goes

The connection runs inside your sandboxed Anthropic project. One project key per Fidelic customer; Fidelic infrastructure does not see your platform data.

Anything the agent reads stays inside your environment. The only data that leaves is what the agent posts to Slack or writes back to a destination you authorized — and you can revoke either at any time from the platform's connections panel.

→ Read the full security architecture

Where to next