Monica CRM MCP connector

Monica is a personal CRM that helps you organize and track interactions with friends, family, and contacts. The Monica CRM MCP connector allows AI agents to manage activities and calls, track conversations and reminders, and organize contact details. It also supports recording gifts, debts, and life events to maintain meaningful relationships across your personal network.

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 relationship milestones and interaction history with friends, family, and professional contacts
• Log calls, activities, and conversations to build a complete contact timeline
• Organize contacts with custom fields, tags, and journal entries for personal insights
• Automate contact updates when information changes across your business systems
• Capture conversation details and follow-ups directly into Monica CRM workflows
• Create activity records automatically when business events occur in other applications
• Maintain contact engagement records by syncing calls and messages from external platforms

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 activities I logged in Monica CRM this week.
• Create a new contact in Monica CRM for Jane Smith with her phone number and email.
• Add the tag 'follow-up needed' to my contact John Davis in Monica CRM.
• Log a phone call with Sarah in Monica CRM and note that we discussed a project deadline.
• List all conversations I've had in Monica CRM and show me the most recent one.
• Update my contact record for Mike to include his new job title at his company.
• Create a journal entry in Monica CRM about my meeting insights with the marketing team.
• Remove the 'prospect' tag from all contacts in Monica CRM who have already become clients.
• Get all calls I made in Monica CRM from last month and export the list.
• Add a new custom field to my contacts in Monica CRM to track their preferred communication method.

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	Retrieves all activities stored in the system.
createActivity	Creates a new activity with specified details.
getActivity	Retrieves details for a specific activity.
updateActivity	Modifies an existing activity's information.
deleteActivity	Removes an activity from the system.
listCalls	Retrieves all calls recorded in the system.
createCall	Creates a new call record with specified details.
getCall	Retrieves details for a specific call.
updateCall	Modifies an existing call's information.
deleteCall	Removes a call record from the system.
listContacts	Retrieves all contacts in the system.
createContact	Creates a new contact with specified information.
getContact	Retrieves details for a specific contact.
updateContact	Modifies an existing contact's information.
deleteContact	Removes a contact from the system.
createContactField	Creates a custom field for a contact.
getContactField	Retrieves details for a specific contact field.
updateContactField	Modifies an existing contact field's settings.
deleteContactField	Removes a custom field from a contact.
listContactFields	Retrieves all custom fields for a contact.
addContactTags	Assigns tags to a contact for organization.
removeContactTags	Removes tags from a contact.
createConversation	Creates a new conversation thread.
getConversation	Retrieves details for a specific conversation.
updateConversation	Modifies an existing conversation's information.
deleteConversation	Removes a conversation from the system.
addConversationMessage	Adds a message to an existing conversation.
updateConversationMessage	Modifies a message within a conversation.
listJournalEntries	Retrieves all journal entries in the system.
createJournalEntry	Creates a new journal entry with content.
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.