Monica CRM MCP Server

Manage Monica groups

monica_manage_group

Organize contacts into named collections like Family or Travel buddies by listing, creating, updating, or deleting contact groups in Monica CRM.

Instructions

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

Input Schema

TableJSON Schema

Name	Required	Description	Default
`action`	Yes
`groupId`	No
`limit`	No
`page`	No
`payload`	No

Implementation Reference

src/tools/modules/groups.ts:29-216 (handler)

Handler function implementing the core logic for 'monica_manage_group' tool: a switch statement handling 'list', 'get', 'create', 'update', 'delete' actions on Monica contact groups using the client API.

async ({ action, groupId, limit, page, payload }) => {
  switch (action) {
    case 'list': {
      const response = await client.listGroups({ limit, page });
      const groups = response.data.map(normalizeGroup);

      const summaryLines = groups.map((group) => {
        const contactLabel = group.contactCount === 1 ? 'contact' : 'contacts';
        return `• ID ${group.id}: ${group.name} (${group.contactCount} ${contactLabel})`;
      });

      const text = groups.length
        ? `Found ${groups.length} group${groups.length === 1 ? '' : 's'}:\n\n${summaryLines.join('\n')}`
        : 'No groups found.';

      return {
        content: [
          {
            type: 'text' as const,
            text
          }
        ],
        structuredContent: {
          action,
          groups,
          pagination: {
            currentPage: response.meta.current_page,
            lastPage: response.meta.last_page,
            perPage: response.meta.per_page,
            total: response.meta.total
          }
        }
      };
    }

    case 'get': {
      if (!groupId) {
        return {
          isError: true as const,
          content: [
            {
              type: 'text' as const,
              text: 'Provide groupId when retrieving a group.'
            }
          ]
        };
      }

      const response = await client.getGroup(groupId);
      const group = normalizeGroup(response.data);
      const contactNames = group.contacts.map((contact) => contact.name || `Contact ${contact.id}`);
      const contactsSummary = contactNames.length
        ? `Members: ${contactNames.join(', ')}`
        : 'Members: none yet.';

      return {
        content: [
          {
            type: 'text' as const,
            text: `Group ${group.name} (ID ${group.id}). ${contactsSummary}`
          }
        ],
        structuredContent: {
          action,
          groupId,
          group
        }
      };
    }

    case 'create': {
      if (!payload) {
        return {
          isError: true as const,
          content: [
            {
              type: 'text' as const,
              text: 'Provide a group payload when creating a group (name).'
            }
          ]
        };
      }

      const response = await client.createGroup(toGroupCreatePayload(payload));
      const group = normalizeGroup(response.data);
      logger.info({ groupId: group.id }, 'Created Monica group');

      return {
        content: [
          {
            type: 'text' as const,
            text: `Created group ${group.name} (ID ${group.id}).`
          }
        ],
        structuredContent: {
          action,
          group
        }
      };
    }

    case 'update': {
      if (!groupId) {
        return {
          isError: true as const,
          content: [
            {
              type: 'text' as const,
              text: 'Provide groupId when updating a group.'
            }
          ]
        };
      }

      if (!payload) {
        return {
          isError: true as const,
          content: [
            {
              type: 'text' as const,
              text: 'Provide a group payload when updating a group (name).'
            }
          ]
        };
      }

      const response = await client.updateGroup(groupId, toGroupUpdatePayload(payload));
      const group = normalizeGroup(response.data);
      logger.info({ groupId }, 'Updated Monica group');

      return {
        content: [
          {
            type: 'text' as const,
            text: `Updated group ${group.name} (ID ${group.id}).`
          }
        ],
        structuredContent: {
          action,
          groupId,
          group
        }
      };
    }

    case 'delete': {
      if (!groupId) {
        return {
          isError: true as const,
          content: [
            {
              type: 'text' as const,
              text: 'Provide groupId when deleting a group.'
            }
          ]
        };
      }

      const result = await client.deleteGroup(groupId);
      logger.info({ groupId }, 'Deleted Monica group');

      return {
        content: [
          {
            type: 'text' as const,
            text: `Deleted group ID ${groupId}.`
          }
        ],
        structuredContent: {
          action,
          groupId,
          result
        }
      };
    }

    default:
      return {
        isError: true as const,
        content: [
          {
            type: 'text' as const,
            text: `Unsupported action: ${action}.`
          }
        ]
      };
  }
}

src/tools/modules/groups.ts:15-217 (registration)

Registration of the 'monica_manage_group' tool via server.registerTool, including title, description, and inputSchema definition.

server.registerTool(
  'monica_manage_group',
  {
    title: 'Manage Monica groups',
    description:
      'List, inspect, create, update, or delete contact groups. Use this to organize contacts into named collections (e.g., "Family", "Travel buddies").',
    inputSchema: {
      action: z.enum(['list', 'get', 'create', 'update', 'delete']),
      groupId: z.number().int().positive().optional(),
      limit: z.number().int().min(1).max(100).optional(),
      page: z.number().int().min(1).optional(),
      payload: groupPayloadSchema.optional()
    }
  },
  async ({ action, groupId, limit, page, payload }) => {
    switch (action) {
      case 'list': {
        const response = await client.listGroups({ limit, page });
        const groups = response.data.map(normalizeGroup);

        const summaryLines = groups.map((group) => {
          const contactLabel = group.contactCount === 1 ? 'contact' : 'contacts';
          return `• ID ${group.id}: ${group.name} (${group.contactCount} ${contactLabel})`;
        });

        const text = groups.length
          ? `Found ${groups.length} group${groups.length === 1 ? '' : 's'}:\n\n${summaryLines.join('\n')}`
          : 'No groups found.';

        return {
          content: [
            {
              type: 'text' as const,
              text
            }
          ],
          structuredContent: {
            action,
            groups,
            pagination: {
              currentPage: response.meta.current_page,
              lastPage: response.meta.last_page,
              perPage: response.meta.per_page,
              total: response.meta.total
            }
          }
        };
      }

      case 'get': {
        if (!groupId) {
          return {
            isError: true as const,
            content: [
              {
                type: 'text' as const,
                text: 'Provide groupId when retrieving a group.'
              }
            ]
          };
        }

        const response = await client.getGroup(groupId);
        const group = normalizeGroup(response.data);
        const contactNames = group.contacts.map((contact) => contact.name || `Contact ${contact.id}`);
        const contactsSummary = contactNames.length
          ? `Members: ${contactNames.join(', ')}`
          : 'Members: none yet.';

        return {
          content: [
            {
              type: 'text' as const,
              text: `Group ${group.name} (ID ${group.id}). ${contactsSummary}`
            }
          ],
          structuredContent: {
            action,
            groupId,
            group
          }
        };
      }

      case 'create': {
        if (!payload) {
          return {
            isError: true as const,
            content: [
              {
                type: 'text' as const,
                text: 'Provide a group payload when creating a group (name).'
              }
            ]
          };
        }

        const response = await client.createGroup(toGroupCreatePayload(payload));
        const group = normalizeGroup(response.data);
        logger.info({ groupId: group.id }, 'Created Monica group');

        return {
          content: [
            {
              type: 'text' as const,
              text: `Created group ${group.name} (ID ${group.id}).`
            }
          ],
          structuredContent: {
            action,
            group
          }
        };
      }

      case 'update': {
        if (!groupId) {
          return {
            isError: true as const,
            content: [
              {
                type: 'text' as const,
                text: 'Provide groupId when updating a group.'
              }
            ]
          };
        }

        if (!payload) {
          return {
            isError: true as const,
            content: [
              {
                type: 'text' as const,
                text: 'Provide a group payload when updating a group (name).'
              }
            ]
          };
        }

        const response = await client.updateGroup(groupId, toGroupUpdatePayload(payload));
        const group = normalizeGroup(response.data);
        logger.info({ groupId }, 'Updated Monica group');

        return {
          content: [
            {
              type: 'text' as const,
              text: `Updated group ${group.name} (ID ${group.id}).`
            }
          ],
          structuredContent: {
            action,
            groupId,
            group
          }
        };
      }

      case 'delete': {
        if (!groupId) {
          return {
            isError: true as const,
            content: [
              {
                type: 'text' as const,
                text: 'Provide groupId when deleting a group.'
              }
            ]
          };
        }

        const result = await client.deleteGroup(groupId);
        logger.info({ groupId }, 'Deleted Monica group');

        return {
          content: [
            {
              type: 'text' as const,
              text: `Deleted group ID ${groupId}.`
            }
          ],
          structuredContent: {
            action,
            groupId,
            result
          }
        };
      }

      default:
        return {
          isError: true as const,
          content: [
            {
              type: 'text' as const,
              text: `Unsupported action: ${action}.`
            }
          ]
        };
    }
  }
);

src/tools/modules/groups.ts:21-27 (schema)

Input schema for the tool, specifying parameters: action (enum), optional groupId, limit, page, and payload.

inputSchema: {
  action: z.enum(['list', 'get', 'create', 'update', 'delete']),
  groupId: z.number().int().positive().optional(),
  limit: z.number().int().min(1).max(100).optional(),
  page: z.number().int().min(1).optional(),
  payload: groupPayloadSchema.optional()
}

src/tools/modules/groups.ts:6-8 (schema)
groupPayloadSchema for create/update payloads: { name: string }
```
const groupPayloadSchema = z.object({
  name: z.string().min(1).max(255)
});
```

src/tools/modules/groups.ts:220-230 (helper)

Helper functions toGroupCreatePayload and toGroupUpdatePayload converting GroupPayloadForm to Monica API payloads.

function toGroupCreatePayload(payload: GroupPayloadForm): CreateGroupPayload {
  return {
    name: payload.name
  };
}

function toGroupUpdatePayload(payload: GroupPayloadForm): UpdateGroupPayload {
  return {
    name: payload.name
  };
}

src/tools/registerTools.ts:34-34 (registration)
High-level registration invocation: registerGroupTools(context) called within registerTools.
```
registerGroupTools(context);
```

src/utils/formatters.ts:34-267 (helper)

normalizeGroup utility function used to format group data returned from API.

    nickname: contact.nickname ?? undefined,
    gender: contact.gender ?? undefined,
    emails: contact.information?.emails?.map((email) => email.value) ?? [],
    phones: contact.information?.phones?.map((phone) => phone.value) ?? [],
    isPartial: contact.is_partial
  };
}

export function normalizeContactDetail(contact: MonicaContact) {
  const rawContactFields = getContactFields(contact);
  return {
    ...normalizeContactSummary(contact),
    description: contact.information?.description ?? undefined,
    dates: contact.information?.dates ?? [],
    createdAt: contact.created_at,
    updatedAt: contact.updated_at,
    customFields: rawContactFields.map(normalizeContactField),
    tags: contact.tags ? contact.tags.map(normalizeTag) : []
  };
}

export function buildContactSummary(contact: MonicaContact): string {
  const name = [contact.first_name, contact.last_name].filter(Boolean).join(' ').trim();
  const emails = contact.information?.emails?.map((email) => email.value) ?? [];
  const phones = contact.information?.phones?.map((phone) => phone.value) ?? [];
  const rawContactFields = getContactFields(contact);

  const parts = [name || `Contact #${contact.id}`];
  if (emails.length) {
    parts.push(`Emails: ${emails.join(', ')}`);
  }
  if (phones.length) {
    parts.push(`Phones: ${phones.join(', ')}`);
  }

  // Include contact fields if available
  if (rawContactFields.length > 0) {
    const fieldLines = rawContactFields.map((field) => {
      const typeName = field.contact_field_type?.name || 'Unknown';
      const value = field.data ?? '';
      return `${typeName}: ${value}`;
    });
    parts.push(`Contact Fields:\n  ${fieldLines.join('\n  ')}`);
  }

  if (contact.information?.description) {
    parts.push(`Notes: ${contact.information.description}`);
  }

  if (contact.tags && contact.tags.length) {
    const tagNames = contact.tags.map((tag) => tag.name).join(', ');
    parts.push(`Tags: ${tagNames}`);
  }

  return parts.join('\n');
}

function getContactFields(contact: MonicaContact): MonicaContactField[] {
  const candidate = (contact as MonicaContact & {
    contactfields?: MonicaContactField[];
  }).contactFields;

  if (candidate && Array.isArray(candidate)) {
    return candidate;
  }

  const legacy = (contact as { contactfields?: MonicaContactField[] }).contactfields;
  if (legacy && Array.isArray(legacy)) {
    return legacy;
  }

  return [];
}

export function normalizeTask(task: MonicaTask) {
  return {
    id: task.id,
    title: task.title,
    description: task.description ?? undefined,
    completed: task.completed,
    status: task.completed ? 'completed' : 'open',
    completedAt: task.completed_at ?? undefined,
    dueAt: task.due_at ?? undefined,
    contactId: task.contact?.id,
    contact: task.contact ? normalizeContactSummary(task.contact) : undefined,
    createdAt: task.created_at,
    updatedAt: task.updated_at
  };
}

export function normalizeNote(note: MonicaNote) {
  return {
    id: note.id,
    body: note.body,
    isFavorited: note.is_favorited,
    favoritedAt: note.favorited_at ?? undefined,
    contactId: note.contact.id,
    contact: normalizeContactSummary(note.contact),
    createdAt: note.created_at,
    updatedAt: note.updated_at
  };
}

export function normalizeActivity(activity: MonicaActivity) {
  return {
    id: activity.id,
    summary: activity.summary,
    description: activity.description ?? undefined,
    happenedAt: activity.happened_at,
    activityType: activity.activity_type
      ? {
          id: activity.activity_type.id,
          name: activity.activity_type.name,
          locationType: activity.activity_type.location_type,
          category: activity.activity_type.activity_type_category?.name ?? null
        }
      : null,
    attendees: activity.attendees.contacts.map((contact) => normalizeContactSummary(contact)),
    attendeeCount: activity.attendees.total,
    createdAt: activity.created_at,
    updatedAt: activity.updated_at
  };
}

export function normalizeAddress(address: MonicaAddress) {
  return {
    id: address.id,
    name: address.name,
    street: address.street ?? undefined,
    city: address.city ?? undefined,
    province: address.province ?? undefined,
    postalCode: address.postal_code ?? undefined,
    country: address.country
      ? {
          id: address.country.id,
          name: address.country.name,
          iso: address.country.iso
        }
      : null,
    contact: normalizeContactSummary(address.contact),
    createdAt: address.created_at ?? undefined,
    updatedAt: address.updated_at ?? undefined
  };
}

export function normalizeContactFieldType(type: MonicaContactFieldType) {
  return {
    id: type.id,
    name: type.name,
    icon: type.fontawesome_icon ?? undefined,
    protocol: type.protocol ?? undefined,
    delible: typeof type.delible === 'boolean' ? type.delible : type.delible === 1,
    kind: type.type ?? undefined,
    createdAt: type.created_at ?? undefined,
    updatedAt: type.updated_at ?? undefined
  };
}

export function normalizeContactField(field: MonicaContactField) {
  return {
    id: field.id,
    value: field.data,
    type: normalizeContactFieldType(field.contact_field_type),
    contactId: field.contact.id,
    createdAt: field.created_at ?? undefined,
    updatedAt: field.updated_at ?? undefined
  };
}

export function normalizeActivityType(activityType: MonicaActivityType) {
  return {
    id: activityType.id,
    name: activityType.name,
    locationType: activityType.location_type ?? undefined,
    category: activityType.activity_type_category
      ? normalizeActivityTypeCategory(activityType.activity_type_category)
      : null,
    createdAt: activityType.created_at ?? undefined,
    updatedAt: activityType.updated_at ?? undefined
  };
}

export function normalizeActivityTypeCategory(category: MonicaActivityTypeCategory) {
  return {
    id: category.id,
    name: category.name,
    createdAt: category.created_at ?? undefined,
    updatedAt: category.updated_at ?? undefined
  };
}

export function normalizeCountry(country: MonicaCountry) {
  return {
    id: country.id,
    name: country.name,
    iso: country.iso
  };
}

export function normalizeGender(gender: MonicaGender) {
  return {
    id: gender.id,
    name: gender.name,
    createdAt: gender.created_at ?? undefined,
    updatedAt: gender.updated_at ?? undefined
  };
}

export function normalizeRelationshipType(type: MonicaRelationshipType) {
  return {
    id: type.id,
    name: type.name,
    reverseName: type.name_reverse_relationship,
    groupId: type.relationship_type_group_id ?? undefined,
    isDeletable: Boolean(type.delible),
    createdAt: type.created_at ?? undefined,
    updatedAt: type.updated_at ?? undefined
  };
}

export function normalizeRelationship(relationship: MonicaRelationship) {
  return {
    id: relationship.id,
    contactId: relationship.contact_is.id,
    contact: normalizeContactSummary(relationship.contact_is),
    relatedContactId: relationship.of_contact.id,
    relatedContact: normalizeContactSummary(relationship.of_contact),
    relationshipType: normalizeRelationshipType(relationship.relationship_type),
    createdAt: relationship.created_at,
    updatedAt: relationship.updated_at
  };
}

export function normalizeGroup(group: MonicaGroup) {

Tool Definition Quality

A3.6/5.0

Behavior2/5

Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?

No annotations are provided, so the description carries the full burden of behavioral disclosure. While it lists the actions (list, inspect, create, update, delete), it does not disclose critical behavioral traits such as permissions required, whether deletions are permanent, rate limits, or what 'inspect' entails. For a multi-action tool with potential destructive operations, this is a significant gap.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness5/5

Is the description appropriately sized, front-loaded, and free of redundancy?

The description is front-loaded with the core purpose in the first sentence and adds a practical example in the second. Every sentence earns its place by clarifying usage without redundancy, making it appropriately sized and efficient.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness2/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

Given the complexity of a multi-action tool (including destructive operations like delete), no annotations, no output schema, and 0% schema description coverage, the description is incomplete. It lacks details on behavioral traits, parameter usage, and expected outputs, which are essential for safe and effective tool invocation.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters3/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

The description does not mention any parameters, and schema description coverage is 0%, so it adds no semantic information beyond the schema. However, the schema itself is well-structured with clear properties (action, groupId, limit, page, payload), and the action enum provides context. The baseline score of 3 reflects that the schema does the heavy lifting, but the description fails to compensate for the coverage gap.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose5/5

Does the description clearly state what the tool does and how it differs from similar tools?

The description clearly states the specific actions (list, inspect, create, update, delete) and resource (contact groups), with a concrete example ('Family', 'Travel buddies') that distinguishes it from sibling tools like monica_list_contacts or monica_manage_contact_tags. It goes beyond the tool name/title by explaining the organizational purpose.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines4/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

The description provides clear context for when to use this tool ('organize contacts into named collections'), which implicitly distinguishes it from sibling tools that manage other resources (e.g., contacts, tags, activities). However, it does not explicitly state when NOT to use it or name specific alternatives, such as when to use monica_manage_contact_tags instead for tagging versus grouping.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

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