Monica CRM MCP Server

Search Monica CRM contacts by name, nickname, or email. Returns contact IDs and basic info. Use the returned ID with other tools to get details or make updates.

Advanced contact management tool with section-based operations. Set section to "summary" to retrieve full contact details, "profile" for contact creation/updates, "field" for managing contact fields (email/phone/etc), or "address" for address management. For simpler operations, prefer the dedicated wrapper tools: monica_manage_contact_profile, monica_manage_contact_field, or monica_manage_contact_address.

Retrieve a paginated list of contacts without requiring a search query. Choose the detail level (minimal/basic/expanded/full) and optional filters (gender, tags, communication details).

Create, update, or delete a contact profile. Use this simplified tool instead of monica_manage_contact when working with contact profiles. Provide firstName, lastName, and optional fields like nickname, description, genderName, birthdate, etc. Gender is optional - omit if unknown.

List, get, create, update, or delete contact fields like email addresses, phone numbers, social media handles, etc. Use this simplified tool instead of monica_manage_contact when managing contact fields. Provide contactId and fieldPayload with data and contactFieldTypeName (e.g., "Email", "Phone").

List, get, create, update, or delete contact addresses. Use this simplified tool instead of monica_manage_contact when managing addresses. Provide contactId and addressPayload with name, street, city, province, postalCode, and countryName (country lookup is automatic).

List, inspect, create, update, or delete contact field types (e.g., Email, Twitter, Instagram). Use this when you need new field types for social accounts or custom data.

List, append, or remove tags on a specific contact. Use tagNames to add new/existing tags, or tagIds/tagNames to remove associations.

List, inspect, create, update, or delete Monica activity types (e.g., Meeting, Coffee, Meal). Use this to expand the catalog with custom activity names before logging activities.

List, inspect, create, update, or delete activities (meetings, events, shared interactions). Provide either activityTypeId or activityTypeName.

List, inspect, create, update, delete, or manage messages inside Monica conversations. Provide either contactFieldTypeId or contactFieldTypeName for the channel.

List, inspect, create, update, or delete logged phone calls. Use this to capture quick notes about conversations with contacts.

List, inspect, create, update, or delete contact groups. Use this to organize contacts into named collections (e.g., "Family", "Travel buddies").

List, inspect, create, update, or delete relationships between contacts. Provide relationshipTypeId or relationshipTypeName to identify the connection.

List, inspect, create, update, or delete tags. Tags allow you to group and categorize contacts.

List, inspect, create, update, or delete notes attached to a contact. Use this to capture or revise journal snippets.

List, inspect, create, update, or delete Monica tasks and reminders. Choose itemType="task" for to-dos or itemType="reminder" for stay-in-touch nudges.

List, inspect, create, update, or delete gifts and debts. Use recordType="gift" for presents, recordType="debt" for money owed.

List, inspect, upload, or delete documents and photos stored in Monica. Use mediaType to pick the resource.

Inspect Monica lookup catalogs (genders, countries, contact field types, activity types, relationship types). Helpful when you need to confirm the exact name/ID before performing other actions.

Verify that the configured Monica credentials work.