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Attention: This feature is currently in a Gradual Release. Access is being expanded gradually.

Who can use this feature

Available on monday work management. Admin permissions are required to create or manage external agents.

Importing Claude managed agents into monday.com lets you connect an agent you have built and host externally on the Claude platform directly into your monday.com workflows. Once connected, the agent can interact with your boards and data through monday.com's MCP tools, while continuing to run and be managed on the Claude platform.

This guide covers how to create a managed agent on the Claude platform, import it into monday.com, and understand the permissions and billing considerations that apply.

Before you begin

Importing a Claude managed agent requires access to both the Claude platform and monday.com. Before getting started, make sure you have the following:

An account on the Claude platform (intended for developer use)
A valid Claude API key
Admin permissions on your monday.com account
The required monday.com permissions enabled (see Permissions below)

Note: The Claude platform is a developer-facing environment. If you are not a developer, coordinate with your technical team to complete the Claude platform steps before importing the agent into monday.com.

Step 1: Create a managed agent on the Claude platform

Note: The Claude platform is a developer-facing environment. If you if you already have created an agent, you can skip this step and connect it directly without creating another new one entirely.

Start by creating your agent on the Claude platform. This is where the agent lives and runs, and where you manage its sessions and configuration.

1Log in to the Claude platform and navigate to the agent creation area.

2Click + New agent to create a blank agent. At this stage, the agent has no specific instructions or capabilities — you will configure these after connecting it to monday.com.

3Give the agent a name to identify it. You can rename it again inside monday.com after importing.

Note: The agent you create on the Claude platform will continue to run there. monday.com acts as the interface through which you interact with it, but all sessions and activity logs remain on the Claude platform.

Step 2: Import the agent into monday.com

Once your agent is created on the Claude platform, import it into monday.com to connect it to your boards and workflows.

1In monday.com, click on AI Agents in the left navigation pane.

2Select Bring your own agent and then choose Claude as the provider.

3Enter your Claude API key in the field provided. Once entered, your available agents from the Claude platform will appear.

4Select the agent you want to import. Optionally, give it a different display name inside monday.com. The Vault and Environment fields are optional — leave them empty if you have not already created these, and monday.com will create new ones automatically.

5Click Connect. You will then be taken through a board onboarding flow, similar to the standard monday AI agent builder setup, where you can configure triggers for the agent.

Note: If you have already created a Vault or Environment on the Claude platform, enter those values during import. If not, leave the fields empty and new ones will be created for you.

Permissions

Two sets of permissions are required for external agents to work with monday.com. These are configured at the account level by an admin.

Permission	Purpose	Where to find it
Use external agents	Required to create and use external agents inside monday.com	Admin > Permissions > External agents (TBD — exact location to be confirmed)
Allow external AI agents to access your monday.com account data	Required to allow the external agent to communicate with monday.com via MCP	Admin > Permissions (TBD — exact sub-permission name and location to be confirmed)

Note: Both permissions must be enabled for the full integration to work. The first allows you to create and use the agent inside monday.com. The second allows the agent to communicate with monday.com data via MCP. Contact your account admin if either permission is not available.

Usage and billing

Running a Claude managed agent inside monday.com does not consume monday.com AI credits. Instead, each agent run consumes credits on your Claude platform account. This is separate from monday.com's billing.

Make sure your Claude platform account has sufficient credits before activating the agent for ongoing or high-volume use.

Tip: Monitor your Claude platform credit usage directly in the Claude platform dashboard to avoid interruptions to your agent's activity.

How the agent works inside monday.com

Once imported, the Claude managed agent appears inside monday.com and behaves similarly to agents built with the monday AI agent builder. You can assign it to items, trigger it via mentions, and interact with it through Sidekick.

However, the agent itself lives and runs on the Claude platform. All sessions, thought processes, and activity logs are visible there, not in the monday.com Activity tab. When the agent responds to a query, it uses monday.com MCP tools to pull context from your boards and return relevant information.

FAQs

Does importing a Claude agent use monday.com AI credits?

No. Claude managed agents consume credits on your Claude platform account, not monday.com AI credits.

Where can I view my Claude agent's activity and session logs?

Session logs and activity are visible in the Claude platform, under the Sessions section of your agent. These are not displayed in the monday.com Activity tab.

What permissions do I need to import a Claude agent into monday.com?

You need admin permissions on your monday.com account, plus the Use external agents permission and the permission allowing external AI agents to access monday.com account data. Both must be enabled by an admin.

Can the Claude agent access and update my monday.com boards?

Yes, once the monday.com MCP connection is added to the agent on the Claude platform, the agent is able to read board data and take actions within the permissions you have defined.

What is the difference between a Claude managed agent and a monday AI agent?

monday AI agents are built and run entirely inside monday.com using the monday AI agent builder. Claude managed agents are built and hosted on the Claude platform and then connected to monday.com. Both can interact with your boards, but they differ in where they live, how they are managed, and how usage is billed.

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