Plan Workflow (Platform MCP)

Plans one or more monday.com workflows for a described process using an AI agent, returning a structured implementation plan, via the Platform MCP.

Use this tool to plan one or more monday.com workflows for a described process. An AI agent analyzes your prompt, decides how many workflows are needed, identifies the required boards and columns, selects the correct trigger and action blocks, and returns a structured implementation plan with Mermaid diagrams and build notes.

This is a read-only planning step. Use it before create_workflow to understand how to break a complex process into individual workflows and which resources to create first.

Parameters

ParameterTypeRequiredDescription
promptstringYesNatural-language description of the full end-to-end process to plan (e.g. "When a deal is marked Won, create a task in the onboarding board and notify the account manager"). Maximum 2000 characters.

Example

Plan the workflows for an end-to-end process:

{
  "prompt": "When a deal is marked Won, create a task in the onboarding board and notify the account manager."
}

The tool returns a result containing a structured markdown plan: workflow breakdowns, block IDs, resource definitions, and a list of assumptions and gaps.


Programmatic equivalent

This tool calls the monday.com workflow-planner agent service on the dev (preview) API. There is no stable public GraphQL equivalent — it is a planning aid, not a mutation.