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.
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.
Copy a prompt into your agent with the oo Skill installed. Add your page links and source notes before running it.
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.
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.
Set up oo CLI and the oo Skill in your agent.
Install OOMOL →Connect with a Monica personal OAuth token from your account API settings.
Connect Monica CRM →Use /oo with the pages to read, the changes to make, and where to save the result.
Connection Guide →Choose Your Agent
Monica CRM connects supported service operations to your AI assistant. Find contacts, read contact notes, and save or revise notes associated with a contact.
Find contacts and read individual records.
List, read, create, and revise contact notes.
List or search contacts in the authenticated Monica account.
monica_crm.list_contacts Get a Monica contact by ID.
monica_crm.get_contact List notes in the Monica account or for one contact.
monica_crm.list_notes Get a Monica note by ID.
monica_crm.get_note Create a note associated with a Monica contact.
monica_crm.create_note Replace a Monica note by ID.
monica_crm.update_note Delete a Monica note by ID.
monica_crm.delete_note No matching tools.
Use the contact query to find candidates, then choose the correct contact ID before writing a note.
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.
This connection accepts a personal OAuth token from Monica API settings as its credential.
Manage which optional storage OOMOL can use. You can change these choices from the footer at any time.