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.

Retrieve full profile details for a specific contact ID. Use this after searching to see complete contact information before making updates. DEPENDENCY: Requires contactId - use monica_search_contacts to find existing contacts or monica_manage_contact with action="create" to create a new contact first.

Attach a note to a Monica contact.

Manage activities (meetings, calls, events) in Monica CRM. Use this to track interactions and shared experiences with contacts.

Manage physical addresses for contacts. Use this to add home, work, or other addresses to contact profiles. DEPENDENCY: For create/update actions, requires contactId - use monica_search_contacts to find existing contacts or monica_manage_contact with action="create" to create a new contact first.

Retrieve the supported country catalog (name, ISO code, Monica ID). Use this before creating or updating addresses so you can map human-friendly names to the correct country identifier.

Fetch the gender catalog so you can supply the correct genderId when creating or updating contacts. Monica requires a genderId for every contact profile.

List, inspect, create, update, or delete relationships between contacts. Use this to confirm existing connections or link two contacts once you know the correct relationshipTypeId.

List, inspect, create, update, or delete Monica activity types.

List, inspect, create, update, or delete activity type categories.

List, inspect, create, update, or delete tasks. Use this to add follow-ups, mark them complete, or target them to another contact.

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

ADVANCED: Manage the types/categories of contact fields (like "Mobile Phone", "Work Email"). Most users should use monica_manage_contact_field directly instead. Use this only to create new field types or see available options.

PREFERRED FOR PHONES/EMAILS: Add, update, or remove phone numbers, emails, and other contact information. Also handles custom fields like social media handles. Use this instead of basic contact management for communication details. DEPENDENCY: For create action, requires contactId (use monica_manage_contact with action="create") and contactFieldTypeId (use monica_manage_contact_field_type with action="list" or "create").

Create, update, or delete contacts in Monica CRM. Use this for basic profile info (name, gender, description, birthdate). For phone numbers and emails, use contact field management instead.

List tasks across Monica CRM or for a specific contact.

List, inspect, create, update, or delete relationship types. Use this to manage the catalog of relationship types (like "Father", "Friend", "Colleague") that can be used when creating relationships between 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 reminders. Use this to schedule follow-ups or stay-in-touch nudges for specific contacts.

List and inspect relationship type groups. These are system-defined categories (like "love", "family", "friend", "work") used to organize relationship types. Note: This endpoint is read-only.

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

Verify that the configured Monica credentials work.