Monica CRM MCP connector
Updated
Monica CRM is a personal relationship management platform for tracking interactions with friends, family, and contacts. The Monica CRM MCP connector allows AI agents to log and manage activities and calls tied to specific relationships. It also supports updating and removing existing records, helping keep personal contact histories accurate and up to date.
Authentication type
- OAuth 2.0 Authorization Code - Requires a one-time user login to authorize the agent to access the service on their behalf.
Uses
Use the Monica CRM MCP connector to perform the following actions:
- Track every interaction with friends, family, and contacts in one place
- Log calls, activities, and conversations to strengthen personal relationships
- Organize contact details using custom fields and tags
- Capture personal notes and memories through journal entries
- Maintain full conversation histories across multiple communication threads
- Update relationship records quickly as circumstances change
- Build a searchable history of every contact interaction
Example prompts
Use the following example prompts to invoke Monica CRM MCP connector tools from your AI assistant or Boomi Connect workflow:
Show me all my contacts in Monica CRM.Log a call I had with my sister today in Monica CRM.Add a new journal entry about my weekend in Monica CRM.Tag my friend Rachel as family in Monica CRM.What activities have I logged with David this month in Monica CRM?Update my brother's phone number in Monica CRM.Pull up my last conversation with Sarah in Monica CRM.Create a new contact for my coworker in Monica CRM.Remove the outdated tag from Kevin's profile in Monica CRM.Show me all journal entries I wrote last week in Monica CRM.
Monica CRM MCP connector tools
The Monica CRM MCP connector provides the following tools. Each tool maps to a specific action you can invoke from your AI agent or automation.
| Tool | Description |
|---|---|
| listActivities | List all activities |
| createActivity | Create an activity |
| getActivity | Get an activity |
| updateActivity | Update an activity |
| deleteActivity | Delete an activity |
| listCalls | List all calls |
| createCall | Create a call |
| getCall | Get a call |
| updateCall | Update a call |
| deleteCall | Delete a call |
| listContacts | List all contacts |
| createContact | Create a contact |
| getContact | Get a contact |
| updateContact | Update a contact |
| deleteContact | Delete a contact |
| createContactField | Create a contact field |
| getContactField | Get a contact field |
| updateContactField | Update a contact field |
| deleteContactField | Delete a contact field |
| listContactFields | List contact fields for a contact |
| addContactTags | Add tags to a contact |
| removeContactTags | Remove tags from a contact |
| createConversation | Create a conversation |
| getConversation | Get a conversation |
| updateConversation | Update a conversation |
| deleteConversation | Delete a conversation |
| addConversationMessage | Add a message to a conversation |
| updateConversationMessage | Update a message in a conversation |
| listJournalEntries | List all journal entries |
| createJournalEntry | Create a journal entry |
| getJournalEntry | Get a journal entry |
| updateJournalEntry | Update a journal entry |
| deleteJournalEntry | Delete a journal entry |
| listNotes | List all notes |
| createNote | Create a note |
| getNote | Get a note |
| updateNote | Update a note |
| deleteNote | Delete a note |
| listReminders | List all reminders |
| createReminder | Create a reminder |
| getReminder | Get a reminder |
| updateReminder | Update a reminder |
| deleteReminder | Delete a reminder |
| listTags | List all tags |
| createTag | Create a tag |
| getTag | Get a tag |
| updateTag | Update a tag |
| deleteTag | Delete a tag |
| listTasks | List all tasks |
| createTask | Create a task |
| getTask | Get a task |
| updateTask | Update a task |
| deleteTask | Delete a task |
| listActivityTypes | List activity types |
| listContactFieldTypes | List contact field types |
| listGenders | List genders |
