Monica
CRMConnect AI agents to Monica, the personal relationship management app. Agents manage contacts, notes, activities, tasks, reminders, calls, tags, and journal entries.
What This Integration Enables
An agent can sync people from other tools into Monica as contacts, then log the interactions you have with them: calls, activities, and notes recorded the moment a meeting or conversation ends. It creates follow-up tasks and recurring reminders so you never lose touch with the people who matter, and it tags and organizes contacts and keeps a personal journal of entries not tied to any single person. Monica has no event triggers in this integration, so flows start from the systems around your relationships: a calendar, an inbox, a spreadsheet, or a scheduled review. The agent is the bridge that turns a booked meeting or a finished call into a logged interaction and a scheduled follow-up, which is the discipline most people mean to keep and rarely do.
Without FlowRunner
With FlowRunner
Use Case Scenarios
Log a Call and Schedule the Follow-Up
After a call, the agent runs Create Call to log the conversation and Create Task to schedule the next step, then sends a recap through [Gmail](/integrations/gmail-service) Send Message. The relationship gets its record and its next touch in one motion, while the details are fresh.
Record a Meeting Automatically
When a [Google Calendar](/integrations/google-calendar) Create Event books a meeting, the agent calls Search Contacts to find the attendee in Monica and Create Activity to record the meeting against them. The history of who you met and when builds itself.
Sync Contacts Both Ways
The agent exports contacts fetched with List Contacts to [Google Sheets](/integrations/google-sheets) with Add Row, or in reverse imports a spreadsheet of people by calling Create Contact for each row. When a reminder is tied to a personal or sensitive commitment, the agent surfaces it to you for confirmation before it is set.
Human-in-Loop Highlight
Personal relationship management is exactly the domain where an automated action can feel wrong even when it is correct. Some reminders and follow-ups carry weight: a sensitive commitment, a difficult conversation, a date that matters. When the agent is about to set a reminder or send a touch tied to one of these, it treats the step as a [human-in-the-loop](/concepts/human-in-the-loop/) moment: it pauses, shows what it intends to do, and asks you to confirm through Slack or email before it acts. You approve, and it schedules. You decline, and it holds. Routine logging runs on its own; the touches that need your judgment wait for it.
Agent Capabilities
27 actionsContacts
6- List Contacts Lists contacts in the Monica account with pagination. Supports full-text search via query (matches first name, last name, food preferences, job, and company) and sorting. Results are wrapped in a data array alongside links and meta pagination info.
- Search Contacts Searches contacts by a query string, matching first name, last name, food preferences, job, and company. Returns a paginated data array. Use this when you only need to find contacts by text rather than page through the full list.
- Get Contact Retrieves a single contact by its numeric ID. The response is wrapped in a data object and includes name fields, birthdate/deceased flags, and related information such as tags and addresses.
- Create Contact Creates a new contact. Monica requires the three boolean flags is_birthdate_known, is_deceased, and is_deceased_date_known on every create, they default to false here and are always sent to avoid a 422 validation error. Provide gender_id from Monica's Gender API when known.
- Update Contact Updates an existing contact by ID. Monica's update is a full replace, so the three boolean flags is_birthdate_known, is_deceased, and is_deceased_date_known are always sent (defaulting to false) along with first_name to satisfy validation.
- Delete Contact Permanently deletes a contact by ID, including all of its associated notes, activities, tasks, reminders, and calls. This cannot be undone.
Notes
5- List Notes Lists notes across the account with pagination. Each note is tied to a contact and carries a body and a favorited flag. Results are wrapped in a data array alongside links and meta pagination info.
- Get Note Retrieves a single note by its numeric ID. The response is wrapped in a data object and includes the body, favorited flag, and the associated contact.
- Create Note Creates a note attached to a contact. The body holds the note text (up to 100,000 characters) and can optionally be marked as favorited.
- Update Note Updates an existing note by ID. Requires the contact ID and note body; the favorited flag can be toggled.
- Delete Note Permanently deletes a note by its numeric ID. This cannot be undone.
Activities
4- List Activities Lists activities across the account with pagination. Activities record something you did with one or more contacts, with a summary, description, and the date it happened. Results are wrapped in a data array alongside links and meta pagination info.
- Create Activity Creates an activity shared with one or more contacts. Supply the activity type ID, a summary, a description, the date it happened (YYYY-MM-DD), and the list of contact IDs who attended.
- Update Activity Updates an existing activity by ID. Requires the activity type ID, summary, happened-at date, and the list of attending contact IDs.
- Delete Activity Permanently deletes an activity by its numeric ID. This cannot be undone.
Tasks
4- List Tasks Lists tasks across the account with pagination. Each task belongs to a contact and has a title, description, and completion status. Results are wrapped in a data array alongside links and meta pagination info.
- Create Task Creates a task attached to a contact. Supply a title, an optional description, and whether it is already completed.
- Update Task Updates an existing task by ID. Requires the contact ID and title; the description and completion status can be changed.
- Delete Task Permanently deletes a task by its numeric ID. This cannot be undone.
Reminders
1- Create Reminder Creates a reminder for a contact. Reminders can be one-time or recur weekly, monthly, or yearly. Provide the next expected date (YYYY-MM-DD), the frequency type, and, for recurring reminders, the frequency number (e.g. every 2 weeks).
Calls
1- Create Call Logs a phone call with a contact. Provide the contact ID, when the call happened (YYYY-MM-DD), and the call content or notes.
Tags
3- List Tags Lists all tags in the account with pagination. Tags can be applied to contacts for grouping and filtering. Results are wrapped in a data array alongside links and meta pagination info.
- Create Tag Creates a new tag by name. Tags can then be applied to contacts using Set Contact Tags.
- Set Contact Tags Associates one or more tags with a contact. Supply the contact ID and an array of tag names; tags that do not yet exist are created automatically. This replaces the contact's current tag set with the provided list.
Journal
2- List Journal Entries Lists journal entries in the account with pagination. Journal entries are personal notes not tied to a specific contact. Results are wrapped in a data array alongside links and meta pagination info.
- Create Journal Entry Creates a journal entry with a title and body text. Journal entries are personal and not associated with any contact.
User
1- Get Me Retrieves the authenticated user's profile. Useful as a connection check to verify the API token and base URL are correct.
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