Monday.com

5 reviewed Dtwo policies for Monday.com MCP servers — egress + ingress controls for governing what AI agents can do with Monday.com.

On this page
  1. Available policies
  2. Tool naming on the DTwo gateway
  3. Identity claims
  4. Contributing
  5. Ingress policies (4)
  6. Egress policies (1)

Reusable DTwo policies for monday.com MCP servers — the official hosted monday MCP (https://mcp.monday.com/mcp, the server the Claude connector uses) and its local stdio build (@mondaydotcomorg/monday-api-mcp), plus the community sakce/mcp-server-monday. The MCP surface is broad: board and item reads (get_board_items_page, get_full_board_data, board_insights, read_docs, search), item and board writes (create_item, create_items, change_item_column_values, create_update), directory and notification tools, persistence tools that install standing automations and AI agents, destructive delete_* tools, and — where enabled — a GraphQL escape hatch (all_monday_api / all_api_read / all_api_write) and a self-expanding manage_tools. Its risk profile is dominated by concentration and bypass: monday boards are schemaless business databases where HR/recruiting PII, CRM financials, and security trackers sit behind one flat API token, sensitivity is a property of the board/workspace ID rather than the tool, and a single opaque GraphQL query or a newly enabled tool can reduce every per-tool policy to nothing — which is why the default-deny gate is the outer boundary for this app.

Available policies

Policy Direction Purpose Framework bundles
default-deny-unknown-tools ingress Deny every monday tool whose name does not end with an audited allowlist suffix; blocks the GraphQL escape hatch, manage_tools, dynamic-API and apps-mode tools by default and surfaces new/renamed tools as drift. soc2, gdpr-ccpa
fence-sensitive-boards ingress Fence sensitive board and workspace IDs behind IdP groups, turning monday's flat single-token scope into per-team least privilege on reads, writes, and account-wide search. soc2, hipaa, pci-dss, gdpr-ccpa
freeze-destructive-ops ingress Block irreversible whole-board deletes (delete_column, delete_object_schema*) for everyone and admin-gate recycle-bin-recoverable deletes (delete_item, delete_update, undo_action, archive_item) behind an IdP group. soc2, sox, hipaa, gdpr-ccpa
freeze-standing-automation ingress Deny the tools that install side effects outliving the session — standing automations and workflows (create_automation, publish_workflow, ...) and autonomous AI agents (manage_agent*). soc2
redact-board-pii-egress egress Redact SSN, email, phone, and national-ID patterns from board, doc, and update read responses (transform), and deny the account-directory tool for non-admins. soc2, hipaa, gdpr-ccpa

Tool naming on the DTwo gateway

monday's official tool names are bare snake_case with no vendor prefix (create_item, search, get_board_items_page). Behind the DTwo gateway they surface as <configured-server-name>-<tool-name>, and that prefix is not standardized across deployments; the community sakce server additionally prefixes its own names with monday_ (monday_create_item). The policies here match case-insensitively on the tool-name suffix so a single entry covers all three spellings, but you should confirm the exact string your gateway sends with the dump-input debug technique before pinning an allowlist or fence.

Identity claims

Three of these policies are identity-gated and read input.subject.claims.groups with placeholder group names. Replace both the group names (and, where present, the board/workspace IDs) with your own at import time. Missing or malformed claims fail closed — no group never grants access.

  • fence-sensitive-boards maps placeholder groups (e.g. hr, sales, infosec) to placeholder board/workspace IDs; only a caller in the mapped group reaches a fenced target.
  • freeze-destructive-ops admin-gates the recycle-bin-recoverable delete tier behind the placeholder monday-admins group; the irreversible tier is denied for everyone regardless of group.
  • redact-board-pii-egress denies the account-directory tool (list_users_and_teams) for callers outside the placeholder admin group; the PII redaction transform applies to all callers and needs no claims.

default-deny-unknown-tools and freeze-standing-automation require no claims; add a break-glass allow if branch gated on input.subject.claims groups if you need a platform-admin exemption.

Contributing

To add a monday policy:

  1. Create apps/monday/<policy-slug>/ with policy.md and a tests.yaml test file.
  2. Add a row to the table above.
  3. Declare apps: ["monday"] in the policy frontmatter, plus any bundle slugs that apply.
  4. If the policy fits a bundle (e.g. soc2, hipaa, pci-dss, gdpr-ccpa), link to it from the matching landing page.
  5. Run pnpm manifest from the repo root.

See CONTRIBUTING.md for the full process.

Ingress policies (4)

Egress policies (1)

Updated

to navigate to open