--- title: "Connect Anchor and monday.com - APIANT.ai" description: "When \"New Proposal Sent\" fires in Anchor, your agent runs \"Create Item\" in monday.com." canonical: "https://apiant.ai/connect/anchor-to-monday-com" --- # Connect Anchor and monday.com When **New Proposal Sent** fires in [Anchor](https://apiant.ai/connections/anchor), your agent runs **Create Item** in [monday.com](https://apiant.ai/connections/monday-com), or **Any Column Value Changed in Board** in monday.com to **Create Contact** in Anchor. Describe the whole flow and it is built, tested on every scenario and kept running. Anchor **4** triggers Anchor **6** actions monday.com **10** triggers monday.com **27** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Anchor and monday.com to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What Anchor and monday.com can do together ### From Anchor to monday.com - When **New Proposal Sent** in Anchor then **Create Item** in monday.com - When **Agreement Amended** in Anchor then **Update Item** in monday.com ### From monday.com to Anchor - When **Any Column Value Changed in Board** in monday.com then **Create Contact** in Anchor - When **Item Moved to Group (Same or Different Board)** in monday.com then **Find Contact by ID** in Anchor Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with Anchor and monday.com ## Triggers and actions 14 triggers · 33 actions - Trigger **Agreement Amended** Triggers when an agreement is amended. - Trigger **New Proposal Sent** Triggers when a proposal is sent to a client. - Trigger **Proposal Approved** Triggers when a proposal is approved. The payload is the resulting agreement (a proposal becomes an agreement on approval). - Trigger **Proposal Published** Triggers when a proposal is published. - Action **Add Service to Agreement** Adds a service to a signed Anchor agreement as a new amendment. - Action **Create Contact** Creates a new client contact in Anchor. - Action **Find Contact by ID** Looks up a single contact by its Anchor ID. - Action **List Contacts** Returns a list of contacts (client businesses), optionally filtered by search text or status. - Action **Publish Proposal** Publishes a proposal draft as a proposal and, unless set to silent, emails the client. - Action **Submit Charges** Submits charges on an agreement to issue an invoice now or schedule one for a future billing date. - Trigger **Any Column Value Changed in Board** Triggers when any column's value is changed in the selected board. - Trigger **Item Moved to Group (Same or Different Board)** Triggers when an item is moved to a group (same or different board). - Trigger **New Board** Triggers when a new board is created. - Trigger **New Item in Board** Triggers when an item is created in a specific board. - Trigger **New Subitem on Board** Triggers when a new subitem on a specific board is created. - Trigger **New Update in Board** Triggers when a new update is posted on a board. - Trigger **New User** Triggers when a new user joins your monday.com account. - Trigger **Specific Columns Values Changed in Board** Triggers when one of the specified columns' value is changed in the selected board. - Trigger **Specific Column Value Changed in Board** Triggers when a specific column's value changes in the selected board. - Trigger **Specific Subitem Column Value Changed in Board** Triggers when a specific column's value changes in a subitem within the selected board. - Action **Archive Board** Archives a board - Action **Archive Group** Archives a specific group in a board - Action **Archive Item** Archives an item - Action **Create Board** Creates a new board - Action **Create Column** Create a new column in board. - Action **Create Group** Creates a new group in a board - Action **Create Item** Create a new Item in a board - Action **Create Subitem** Create a new subitem in a item with column values - Action **Create Update** Create a new update. - Action **Delete Group** Delete a specific group from a board - Action **Delete Item** Delete an item from a board - Action **Duplicate Item** Create a duplicate of an existing item (including subitems). Note: this action takes a few minutes to complete the subitem duplication. - Action **Find Items** Find items that match a specific value in a column - Action **Find Subitems** Finds the subitems of a specific item on the board - Action **Find User by Name** Search for a user by name using exact matching - Action **Get Board Values** Returns the data for a all columns in the specific board - Action **Get Column Values** Returns the data for a specific column in the board - Action **Get File Column Values** Returns the data for a specific file column in the board - Action **Get Group Details** Returns the group name for a specific board - Action **Get User Details** Returns the details for a specific user - Action **Group Position** Duplicate a group with its items - Action **List Boards** Returns a list of your active boards ordered by creation date. Optionally specify a maximum number to return (default 25). - Action **Move Item to Group** Move an item to a different group - Action **Update Item** Change multiple column values of an item - Action **Update Item Name** Update an item's name - Action **Update Subitem** Updates a update subitem on your board. - Action **Upload File to Specific Column** Upload File To Specific Column ## Each app on its own - [ **Anchor** Get freedom from the burden of invoicing and collections.](https://apiant.ai/connections/anchor) - [ **monday.com** monday.com helps you move projects forward fast, letting everyone know what's been done on a task—and what...](https://apiant.ai/connections/monday-com) Reviews ## What our customers say ## More from Anchor - [ **Anchor to Outlook** Outlook is Microsoft's email and calendaring platform integrating contacts and scheduling, enabling users to...](https://apiant.ai/connect/anchor-to-outlook) - [ **Anchor to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/anchor-to-hubspot) - [ **Anchor to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/anchor-to-salesforce) - [ **Anchor to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/anchor-to-slack) - [ **Anchor to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/anchor-to-google-sheets) - [ **Anchor to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/anchor-to-gmail) ## More into monday.com - [ **HubSpot to monday.com** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-monday-com) - [ **Cloudinary to monday.com** Cloudinary makes it easy to upload, store, manage, manipulate and deliver images and videos efficiently and...](https://apiant.ai/connect/cloudinary-to-monday-com) - [ **Salesforce to monday.com** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-monday-com) - [ **Slack to monday.com** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-monday-com) - [ **Google Sheets to monday.com** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-monday-com) - [ **Gmail to monday.com** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-monday-com) Questions ## Anchor and monday.com, answered ### ### What can start an automation from Anchor? Any of Anchor's 4 triggers in the catalog, including New Proposal Sent, Agreement Amended, Proposal Approved and Proposal Published. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in monday.com when something happens in Anchor? Any of monday.com's 27 actions, including Create Board, Create Column, Create Group and Create Item. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from monday.com to Anchor? Yes. When something happens in monday.com, your agent can act in Anchor too. This page covers both directions: monday.com's triggers and Anchor's actions are listed here as well. ### ### Do I have to build a connector for Anchor or monday.com? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use Anchor and monday.com without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.