feat(monday-crm): add crm-signals skill - #451
Open
tomra-hub wants to merge 3 commits into
Open
Conversation
danielma-tech
approved these changes
Aug 6, 2026
RomKadria
reviewed
Aug 17, 2026
| tools: | ||
| - extract_signals | ||
| - get_board_items_page | ||
| - query_items |
Collaborator
There was a problem hiding this comment.
why is it related to the board tools?
RomKadria
reviewed
Aug 17, 2026
Comment on lines
+18
to
+20
| ⚠️ Feature-gated: only works for accounts with the | ||
| `enable-crm-context-gateway-plat-mcp` flag enabled. If signals come back | ||
| empty or the tool errors, check flag eligibility before troubleshooting. |
Collaborator
There was a problem hiding this comment.
They cannot know it, if this skill hits customers maybe worht having it after the flag is fully released?
This file contains hidden or bidirectional Unicode text that may be interpreted or compiled differently than what appears below. To review, open the file in an editor that reveals hidden Unicode characters.
Learn more about bidirectional Unicode characters
Sign up for free
to join this conversation on GitHub.
Already have an account?
Sign in to comment
3 participants
Add this suggestion to a batch that can be applied as a single commit.This suggestion is invalid because no changes were made to the code.Suggestions cannot be applied while the pull request is closed.Suggestions cannot be applied while viewing a subset of changes.Only one suggestion per line can be applied in a batch.Add this suggestion to a batch that can be applied as a single commit.Applying suggestions on deleted lines is not supported.You must change the existing code in this line in order to create a valid suggestion.Outdated suggestions cannot be applied.This suggestion has been applied or marked resolved.Suggestions cannot be applied from pending reviews.Suggestions cannot be applied on multi-line comments.Suggestions cannot be applied while the pull request is queued to merge.Suggestion cannot be applied right now. Please check back later.
Summary
crm-signalsskill to the monday-crm Claude pluginextract_signalstoolenable-crm-context-gateway-plat-mcpWhat this skill does
When a user asks "why is this deal stuck", "what commitments have we made to Acme", "is this account at risk" — the skill calls
extract_signalsand returns structured signal types: health summary, commitments (checklist), blockers, buying signals, objections, strategic outlook, open questions, stakeholders, decisions, task resolutions.Key design decision: batch scan vs. deep-dive
The skill distinguishes between two intents:
itemsRequiringIndividualExtraction(E&A not connected yet), it stops and explains why — does NOT run individual extraction on every item. Tested: 185s vs 1417s before this fix.Eval results
Tested against 3 evals on the Harbor & Hem test account:
Test plan
enable-crm-context-gateway-plat-mcpenabled and E&A connected, ask "what's the status of [deal name]"🤖 Generated with Claude Code