forecast
Skill from mondaycom/mcp
Install
npx skills add mondaycom/mcp --skill forecast
Runs the open skills CLI and installs the skill for your agent (Claude Code, Codex, Cursor …). Alternatively copy the skill folder into .claude/skills/ or upload it in Claude.ai under Settings → Skills.
As a Claude Code plugin
/plugin marketplace add anthropics/claude-plugins-official
/plugin install monday-crm@monday-mcp
This skill is part of the plugin “monday-crm”. In Claude Code the plugin installs it together with the plugin’s other skills, commands and hooks.
What does the forecast skill do?
Description from the SKILL.md in the source repository.
Questions about forecast
What does the forecast skill do?
Build a forecast dashboard in monday — committed, best-case, and pipeline views by close month, rendered as real dashboard widgets. Use when someone says "build me a forecast", "show me Q2 pipeline", "Salesforce-style forecast", "forecast dashboard", "commit vs best-case", "what's our number this quarter", "how are we tracking to quota", "weighted pipeline", "deal rollup", "Clari-style", "pipeline by month", "pipeline summary", or "what's in commit". For views by period; not for today's priorities or what needs attention now (use daily-briefing).
How do I install forecast?
In a terminal: npx skills add mondaycom/mcp --skill forecast. The skills CLI asks which agents to install it for. In Claude.ai you can upload the skill folder as a ZIP under Settings → Skills.
Which agents can use forecast?
Skills use the open SKILL.md format, which Claude Code, Claude.ai, the Claude API, OpenAI Codex, Cursor, Gemini CLI and other agents support.
Is forecast safe to use?
Our automatic check found no risky patterns (piped shell scripts, hidden characters, secret access, prompt overrides). It is not a full audit – read the SKILL.md and any scripts before installing.
More skills from mondaycom/mcp
Guide for developing monday.com platform API tools in the agent-toolkit package. Use when creating, modifying, or debugging tools in packages/agent-toolkit/src/core/tools/platform-api-tools/, working with GraphQL queries, or adding new MCP tools to the toolkit.
Analyze CRM activity data — rep performance, call and email volume, team activity breakdowns, and engagement stats.
Set up, view, and manage automations on monday CRM boards using natural language — no block IDs or technical knowledge required.
Prioritized CRM briefing for today — what needs attention now across deals, contacts, accounts or leads, with tasks due today, deals closing or slipping, contacts going cold, and a summary of recent …
Check your CRM board's health and clean up messy data — run a scored health check (missing fields, stalled deals, abandoned columns, automation gaps) as a report, or fix data in bulk …
Log one call, meeting or note that the user describes onto a single CRM item's timeline, read that item's activity history, or add a correction.
Turn recorded monday Notetaker meetings (or a pasted transcript) into deal recaps — key points, commitments and next steps posted as updates on the matching CRM deals (confirmed per your mode), with …
Manage CRM sequences end-to-end — list, create, enroll contacts, activate/deactivate, duplicate, and track performance.
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