Integration

Monica CRM integration

Monica personal CRM API: manage the people you keep track of, together with the activities you did with them, the notes you wrote about them, the reminders and tasks you set, the calls you logged, the relationships between them and the tags you organise them with. Monica is self-hosted, so the instance address is part of the credential alongside the personal access token.

Connect Monica CRM How integrations work

Ask it in chat

Say what should happen.
The workflow builds itself.

When this happens, do that in Monica CRM.Built from the 18 Monica CRM tools below, on the connection you add once.

Common Monica CRM use cases

checking when you last called someone
recording a birthday you just learned
recording that two contacts are married
mapping a family before a group gathering
removing a duplicate created by an import
reading a birthday before writing a greeting
sending yourself the reminders due this week
logging a catch-up call right after hanging up
noting that you promised to send someone a book
adding a person you just met to your personal CRM

What you can do with Monica CRM

Each of these is one operation on one endpoint, available both as a workflow step and as a tool an AI agent can call on its own. Nothing bundles several operations into one action, so what a run did stays readable afterwards.

Most endpoints run on the free plan. A few, mainly the ones that publish on your behalf, need a paid plan.

Contact, 5 operations

create_contactCreate contactPOSTCreates a Monica contact.
delete_contactDelete contactDELETEDeletes a Monica contact.
get_contactGet contactGETRetrieves a single Monica contact.
list_contactsList contactsGETLists Monica contacts, with an optional search term.
update_contactUpdate contactPUTUpdates a Monica contact.

Activity, 2 operations

create_activityCreate activityPOSTRecords a Monica activity with one or more contacts.
list_activitiesList activitiesGETLists Monica activities across all contacts.

Call, 2 operations

create_callCreate callPOSTLogs a Monica call with a contact.
list_callsList callsGETLists Monica calls across all contacts.

Note, 2 operations

create_noteCreate notePOSTWrites a Monica note about a contact.
list_notesList notesGETLists Monica notes across all contacts.

Relationship, 2 operations

create_relationshipCreate relationshipPOSTRecords a relationship between two Monica contacts.
list_contact_relationshipsList contact relationshipsGETLists the relationships of a Monica contact.

Reminder, 2 operations

create_reminderCreate reminderPOSTSets a Monica reminder about a contact.
list_remindersList remindersGETLists Monica reminders across all contacts.

Task, 2 operations

create_taskCreate taskPOSTCreates a Monica task attached to a contact.
list_tasksList tasksGETLists Monica tasks across all contacts.

Tag, 1 operation

list_tagsList tagsGETLists Monica tags.

Use Monica CRM from Claude Code, Cursor or Codex

Connect Monica CRM in LiveContext, create an API key in Settings, then add the LiveContext MCP server to your client. Its Monica CRM operations become tools the client can call, next to every other integration you connected.

Claude Code

claude mcp add --transport http livecontext https://livecontext.ai/mcp --header "X-API-Key: YOUR_API_KEY"

Codex (~/.codex/config.toml)

[mcp_servers.livecontext]
url = "https://livecontext.ai/mcp"

[mcp_servers.livecontext.http_headers]
"X-API-Key" = "YOUR_API_KEY"

Cursor, Claude Desktop and other JSON configs

{
  "mcpServers": {
    "livecontext": {
      "type": "http",
      "url": "https://livecontext.ai/mcp",
      "headers": {
        "X-API-Key": "YOUR_API_KEY"
      }
    }
  }
}

Set up the MCP server step by step

How to connect Monica CRM

Create your workspace
Sign up free. Nothing to install.
Connect Monica CRM once
Add your Monica CRM connection in Settings. Every tool from this integration reuses it, and secrets are encrypted at rest and visible only to you.
Describe the job in chat
The workflow builds itself in front of you and picks the endpoints it needs. Drag the steps yourself on the canvas whenever you would rather be explicit.

Monica CRM integration FAQ

What can you do with the Monica CRM integration?

LiveContext exposes 18 operations on Monica CRM, covering contact, activity, call and note. Common uses include checking when you last called someone, recording a birthday you just learned and recording that two contacts are married.