The monday.com Portfolio API provides mutations and queries for managing portfolios and projects programmatically. When building AI agents that interact with portfolios, many operations require multi-step workflows — for example, creating a portfolio doesn't return a board ID directly, so your agent needs to poll for it.

This guide collects implementation patterns for common portfolio operations. Each skill covers a specific use case with ready-to-use GraphQL queries, step-by-step instructions, and notes on API behavior that isn't obvious from the schema alone.

Skills

Creating and managing portfolios

• Create a New Portfolio — Create a portfolio board and retrieve its ID through polling
• List All Projects in a Portfolio — Retrieve project metadata and resolve tasks board IDs
• Duplicate a Project — Duplicate the tasks board using duplicate_board
• Archive / Delete a Project — Archive or permanently delete project boards

Reading and updating project data

• Get Project Status / Health — Read health, stage, priority, and timeline from the portfolio board
• Update Project Status — Change health, stage, priority, or timeline values
• Get Tasks Assigned to a Person Across Projects — Iterate over tasks boards to find items by assignee

Key concepts

Before diving into the skills, it helps to understand the board structure behind every portfolio project.

When you create a project in a portfolio, monday.com provisions two boards with the same name:

Most operations require knowing which board to target. The Get Project Status / Health skill explains how to identify each board type programmatically.

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Enterprise only

Portfolio solutions are only available on Enterprise plans. All mutations require the boards:write scope.

Next steps

• Portfolio API reference — Full schema documentation for portfolio mutations
• Querying board items — Pagination patterns used throughout these skills
• Optimizing API usage — Best practices for reducing complexity cost

If you have questions, post them in the monday developer community.