Connect Monica CRM to Your AI Agent

Find contacts, read contact notes, and save or revise notes associated with a contact. Ask your connected AI assistant to explain the results or carry out the specified operation.

7 tools API key

Try a Monica CRM Task

Copy a prompt into your agent with the oo Skill installed. Add your page links and source notes before running it.

oo Skill Monica CRM

Prepare for a Conversation

Read a contact and their notes to extract useful relationship context.

/oo Monica CRM: Find Monica contact [name], read the selected contact and their notes, and summarize details to remember for our next conversation.

Save a Meeting Note

Turn supplied conversation notes into a contact-linked note.

/oo Monica CRM: Create a Monica note for contact [contact ID] from these conversation notes: [notes]. Do not favorite the note.

Start Working with Monica CRM

  1. Install OOMOL

    Set up oo CLI and the oo Skill in your agent.

    Install OOMOL →
  2. Connect Monica CRM

    Connect with a Monica personal OAuth token from your account API settings.

    Connect Monica CRM →
  3. Give Your Agent a Task

    Use /oo with the pages to read, the changes to make, and where to save the result.

    Connection Guide →

Choose Your Agent

  • A Monica account with a personal OAuth token.
  • A note is linked to a contact ID. Updating a note replaces its body, so specify the complete revised text.

Monica CRM Tools

Monica CRM connects supported service operations to your AI assistant. Find contacts, read contact notes, and save or revise notes associated with a contact.

Contact Context

Find contacts and read individual records.

Relationship Notes

List, read, create, and revise contact notes.

7 tools

List Contacts

List or search contacts in the authenticated Monica account.

monica_crm.list_contacts

Get Contact

Get a Monica contact by ID.

monica_crm.get_contact

List Notes

List notes in the Monica account or for one contact.

monica_crm.list_notes

Get Note

Get a Monica note by ID.

monica_crm.get_note

Create Note

Create a note associated with a Monica contact.

monica_crm.create_note

Update Note

Replace a Monica note by ID.

monica_crm.update_note

Delete Note

Delete a Monica note by ID.

monica_crm.delete_note

Frequently Asked Questions

Can I find a contact by name?

Use the contact query to find candidates, then choose the correct contact ID before writing a note.

Does updating a note append text?

The update replaces the note body. Ask AI to read and combine the old and new text before updating when you want to preserve details.

Is this a browser OAuth login?

This connection accepts a personal OAuth token from Monica API settings as its credential.

Connect Monica CRM

About Monica CRM ↗