Bring your external agent into monday.com

 

Attention: Bring Your Own Agent is currently in Beta.

 

Who can use this feature
gray-cloud.svgUsers whose Admins have enabled AI capabilities, and the External agents permission in AI permissions

Bring Your Own Agent allows you to connect an agent built on an external platform into monday.com, where it becomes a full entity in the system. Once connected, the external agent can be chatted with, mentioned on items, assigned tasks, triggered, and monitored, just like an agent built inside the platform.


The agent's brain, including its instructions, skills, and tools, stays on the external platform and is managed there. monday.com acts as the governance layer, collaboration surface, and system of record for everything the agent does.

Use this article to learn how to connect an external agent, understand what it can do inside monday.com, and see how it compares to monday agents and MCP.

 

How to connect an external agent

To connect an external agent to monday.com:

1Open the AI Agents tab in the left navigation pane and click Bring Your Own Agent.

2Select your provider from the list.

3Provide the necessary details and connect your externally-built agent.

 

Once connected, the agent appears in monday.com as its own entity with a dedicated identity in the system. When the agent joins your workspace, it automatically receives workspace context, including board structure and team information, so no manual setup is needed to get it up to speed.

 

Supported providers

You can connect agents built on the following platforms. Additional providers are being added continuously.

See all supported providers
  • Anthropic (Claude Managed Agents)
  • Microsoft Copilot Studio
  • OpenAI
  • ElevenLabs
  • Cursor
  • Mistral AI
  • Azure AI Foundry
  • Custom agents (your own stack)

Some providers require additional setup steps before the connection can be completed. The setup flow varies by provider. See below for provider-specific guidance.

Microsoft Copilot Studio

Once you have an agent created on Copilot Studio, make sure it is published before proceeding, as publishing is required before the agent can be accessed externally. Then follow the steps below to connect it to monday.com.

1Get the Direct Line secret

  • From your agent's security settings, copy the Direct Line secret.

2Connect in monday.com

  • Click Bring Your Own Agent in the AI Agents tab and select Microsoft Copilot Studio from the provider list.
  • Use the Direct Line secret from step 1 as the API key.
  • After connecting, copy the monday token you receive. You will need it in the next steps.

3Add the monday.com MCP tool in Copilot Studio

  • In your agent, add a new MCP tool using API Key authentication. Set the Authorization header and paste the monday token from step 2. Use https://mcp.monday.com/mcp as the server URL.
  • Create a new connection using the monday token and set credentials to Maker-provider credentials.

4Disable authentication

  • In your agent's security settings, set authentication to No authentication.

5Publish the agent again

  • After completing all configurations, publish your agent again to apply the changes.
Mistral AI

Once you have an agent created in your Mistral account and an API key from your Mistral admin panel, follow the steps below to connect it to monday.com.

1Connect in monday.com

  • Click Bring Your Own Agent in the AI Agents tab and select Mistral AI from the provider list.
  • Paste your API key and select your agent from the dropdown.

2Verify the MCP connector

  • Once connected, a monday.com MCP connector is created automatically in Mistral. You can review the connector details in your Mistral account.
OpenAI

Once you have an OpenAI agent configured, follow the steps below to connect it to monday.com.

1Get your Prompt ID and API key

  • You will need your OpenAI API key to authenticate the connection.
  • You will also need your agent's Prompt ID, available in your OpenAI account after saving the agent's configuration.

2Connect in monday.com

  • Click Bring Your Own Agent in the AI Agents tab and select OpenAI from the provider list.
  • Paste your API key and enter your agent's Prompt ID.
  • Give the agent a name and click Connect.
Cursor

Once you have an agent set up in Cursor, follow the steps below to connect it to monday.com.

1Get your API key and connect your source control

  • You will need your Cursor API key to complete the connection.
  • Make sure your source control account (GitHub, GitLab, or similar) is connected to Cursor. This is required for Cursor to access your repositories when the agent runs.

2Connect in monday.com

  • Click Bring Your Own Agent in the AI Agents tab and select Cursor from the provider list.
  • Provide your API key, a name for the agent, and the URLs of the repositories you want it to work with.
  • Click Connect.
Azure AI Foundry

Once you have an agent created and configured in Azure AI Foundry, follow the steps below to connect it to monday.com.

1Gather the required credentials

  • Your endpoint URL, found in your Azure AI Foundry project Overview
  • An Application (client) ID and Directory (tenant) ID, from an app registered in Microsoft Entra ID
  • A client secret for that app, generated under Certificates & secrets. Copy it immediately, it is only shown once.
  • The Azure AI Developer role assigned to that app in your project's Access control (IAM) settings

2Connect in monday.com

  • Click Bring Your Own Agent in the AI Agents tab and select Azure AI Foundry from the provider list.
  • Fill in the Client Secret, Endpoint, Client ID, and Tenant ID gathered in step 1.
  • Select your agent from the dropdown, give it a name, and click Connect.
ElevenLabs

Once you have a chat agent set up in your ElevenLabs account and an API key from your account settings, follow the steps below to connect it to monday.com.

1Accept MCP server terms

  • Before connecting, accept ElevenLabs' MCP server terms from your ElevenLabs account. This is required for the integration to work.

2Connect in monday.com

  • Click Bring Your Own Agent in the AI Agents tab and select ElevenLabs from the provider list.
  • Paste your API key, select your agent from the dropdown, give it a name, and click Connect.

 

Customizing your external agent

Once connected, your external agent appears in monday.com with its own identity. You can customize its name and description directly in monday.com. These are display settings only and do not affect anything on the external platform. The agent's profile picture will feature the provider's logo. 

 

The agent builder includes the same tabs available for agents built inside monday.com: Brain, Triggers, Channels, and Activity. For a full breakdown of how these work, see the AI Agents on monday.com article.

For external agents, the Brain tab contains only two sections: monday Instructions and Knowledge and access. The agent's core instructions, skills, and tools stay on the external platform and are not surfaced here.

monday Instructions are monday-specific behavioral guidelines that define how your external agent interacts within monday.com. They can be set manually in the Brain tab, or they develop naturally through your chat with the agent. For example, through conversation, you might instruct your agent to create a new item on a specific board when it receives a new task, and post a summary Update on the relevant item when it completes its work.

Note: monday instructions do not modify the agent's configuration or system prompt on the external platform.

 

What external agents can do in monday.com

Once connected, an external agent can:

  • Chat with you directly: conversations are mirrored between monday.com and the external platform, so a chat started in monday.com is also visible on the external platform and vice versa.
  • Respond to @mentions on items and act on item assignments: the agent can be mentioned on items and assigned to items to trigger it to take action.
  • Run based on triggers: the agent can be triggered by monday.com events such as status changes or item creation, on a set schedule, and more.
  • Participate in AI Workflows: external agents can be placed into multi-agent flows managed through the AI workflow builder, with monday.com coordinating the triggers and handoffs between agents.
  • Appear in the activity log as its own identity: every action the external agent takes is attributed to the agent itself, not to the user who connected it.
  • Be managed in the Agents directory tab, under the Administration section: external agents appear alongside monday AI agents in the Agent directory tab, with a clear label distinguishing them. Admins can deactivate any external agent at any time.
Note: External agents share similar core capabilities as monday AI agents. See the AI Agents on monday.com article for the full scope. 

 


 

What stays on the external platform

The following are managed on the external platform and are not accessible from within monday.com:

  • Instructions: the agent's core prompt and behavioral logic
  • Skills: capabilities defined and managed on the external platform
  • Tools: integrations and external connections configured outside monday.com

This is intentional. monday.com does not duplicate what the external platform manages. Instead, it provides the governance, observability, and collaboration layer on top of the agent's existing setup.

 

Permissions and admin controls

External agents follow an allowlist permission model. By default, a connected agent has no access to any content in your account, including public boards and monday docs. Access must be explicitly granted for each asset the agent needs. For example, for boards, you can grant access by subscribing the agent as a board member, by adding the board in the Knowledge and access section of the Brain tab, or by granting the permission via chat. Nothing is inherited from any user's permissions.

To enable Bring Your Own Agent, an admin must grant the External agents permission in AI permissions for the relevant roles.

Admins can deactivate any external agent at any time directly in the Agent directory, under the Administration section. All agents, both monday agents and external agents, appear in the same view within the Administration section, with external agents clearly labeled and filterable. Every action an external agent takes is logged under the agent's own name in the activity log, so it is always clear what the agent did versus what a person did.

 

How Bring Your Own Agent compares to monday AI agents and MCP

There are a few ways to bring AI capabilities into your monday.com workflow. The right approach depends on where your agents are built and how you want them to operate.
 

monday AI agents

These agents are built directly within the monday.com UI using the monday AI agent builder. No code is required, and agents are configured, governed, and monitored entirely within the platform. Permissions are admin-controlled and granular, you define exactly which boards the agent can access and what it can do within each. Every action the agent takes is logged in the activity log under the agent's own name.


Bring Your Own Agent

This is for teams that have already built agents on an external platform and want to bring them into monday.com, and continue using them in this context as well. The agent's brain stays on the external platform, while monday.com provides the governance, collaboration, and observability layer on top. External agents follow an allowlist model, they need to be explicitly granted access to monday assets, like boards. Like monday AI agents, every action is logged under the agent's own name, making it clear what the agent did versus what a person did.


MCP

MCP connects an external LLM to monday.com so it can read and act on your data. It is initiated by a person in a chat window and runs with that person's full permissions. Access cannot be scoped down below what the user already has access to. Actions are logged under the user who initiated them, not as a separate entity. It is best suited for technical users performing ad hoc queries.

 

Usage and credits

Credit consumption for an external agent depends on the type of action performed:

Action type What it consumes
Agent reasoning and execution performed on the external platform (for example, chatting with the agent, or any analysis and decision-making it performs before taking action in monday.com) Third-party provider credits (for example, Anthropic tokens), not monday AI credits
Standard monday.com actions (adding items, updating boards, tagging team members, and similar) API calls against the account's API quota
AI-specific monday.com actions (triggering an AI column, building a Vibe app, or triggering a workflow with AI blocks) monday AI credits

To learn more, see the AI Credits article.
 

Note: The Bring Your Own Agent capability is currently available at no additional cost. This may change in the future.

 

 

FAQs

Do I need to rebuild my existing agents to use them in monday.com?

No. Bring Your Own Agent lets you connect your existing agents as they are. You continue managing the agent's instructions and settings on the external platform, and monday.com provides the governance and collaboration layer on top.

Can external agents access all my boards automatically?

No. External agents use an allowlist model and have no access by default, including public boards. Access must be explicitly granted for each asset you want the agent to use.

Does using Bring Your Own Agent consume AI credits?

Agent reasoning and execution on the external platform uses third-party provider credits, not monday AI credits. monday AI credits are consumed when the agent performs AI-specific monday.com actions, such as triggering an AI column or triggering a workflow with AI blocks.

If you have any questions, please reach out to our team right here. We’re available 24/7 and happy to help.

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