Monica CRM

Manage contacts and personal relationships in Monica CRM

Overview

Monica CRM is an open-source personal relationship management tool. This tool supports 12 resources (Activity, Call, Contact, Contact Field, Contact Tag, Conversation, Conversation Message, Journal Entry, Note, Reminder, Tag, Task) with CRUD operations including create, get, get many, update, and delete. It connects to both cloud-hosted (app.monicahq.com) and self-hosted Monica instances via Bearer token authentication.

Category: Communication
Tool Name: monica_crm
Version: 1

Appearance: Icon: lucide-Heart | Color: #324058

Node Type

Action — processes input items and produces output

Input / Output

Direction	Port(s)
Input	Input
Output	Output, Error

Credentials

This tool requires Monica CRM API credentials. See the Credentials Guide for setup instructions.

Resources

Resource	Value
Activity	activity
Call	call
Contact	contact
Contact Field	contactField
Contact Tag	contactTag
Conversation	conversation
Conversation Message	conversationMessage
Journal Entry	journalEntry
Note	note
Reminder	reminder
Tag	tag
Task	task

Operations

Operation	Value	Description
Create	create	Create an activity
Delete	delete	Delete an activity
Get	get	Get an activity
Get Many	getAll	List activities
Update	update	Update an activity
Create	create	Create a call
Delete	delete	Delete a call
Get	get	Get a call
Get Many	getAll	List calls
Update	update	Update a call
Create	create	Create a contact
Delete	delete	Delete a contact
Get	get	Get a contact
Get Many	getAll	List contacts
Update	update	Update a contact
Create	create	Create a contact field
Delete	delete	Delete a contact field
Get	get	Get a contact field
Update	update	Update a contact field
Add	add	Add tags to a contact
Remove	remove	Remove tags from a contact
Create	create	Create a conversation
Delete	delete	Delete a conversation
Get	get	Get a conversation
Update	update	Update a conversation
Add	add	Add a message to a conversation
Update	update	Update a conversation message
Create	create	Create a journal entry
Delete	delete	Delete a journal entry
Get	get	Get a journal entry
Get Many	getAll	List journal entries
Update	update	Update a journal entry
Create	create	Create a note
Delete	delete	Delete a note
Get	get	Get a note
Get Many	getAll	List notes
Update	update	Update a note
Create	create	Create a reminder
Delete	delete	Delete a reminder
Get	get	Get a reminder
Get Many	getAll	List reminders
Update	update	Update a reminder
Create	create	Create a tag
Delete	delete	Delete a tag
Get	get	Get a tag
Get Many	getAll	List tags
Update	update	Update a tag
Create	create	Create a task
Delete	delete	Delete a task
Get	get	Get a task
Get Many	getAll	List tasks
Update	update	Update a task

The operation list is scoped to the resource you pick, so most values appear once per resource. Contact Field and Conversation have no Get Many; Contact Tag offers only Add and Remove; Conversation Message offers only Add and Update.

Parameters

Activity: Create

Parameter	Type	Required	Default	Description
Activity Type ID	string	Yes	—	ID of the activity type. Retrieve available types from GET /activitytypes in your Monica CRM instance.
Contacts	string	Yes	—	Comma-separated list of IDs of the contacts to associate the activity with. Supports expressions.
Happened At	string	Yes	—	Date when the activity happened (ISO 8601 format). Supports expressions.
Summary	string	Yes	—	Brief description of the activity - max 255 characters. Supports expressions.
Additional Fields	collection	No	{}	Optional activity detail.
— Description	string	No	—	Description of the activity - max 100,000 characters.

Activity: Delete

Parameter	Type	Required	Default	Description
Activity ID	string	Yes	—	ID of the activity. Supports expressions.

Activity: Get

Parameter	Type	Required	Default	Description
Activity ID	string	Yes	—	ID of the activity. Supports expressions.

Activity: Get Many

Parameter	Type	Required	Default	Description
Return All	boolean	No	false	Whether to return all results or only up to a given limit.
Limit	number	No	50	Max number of results to return. (shown when Return All is false)

Activity: Update

Parameter	Type	Required	Default	Description
Activity ID	string	Yes	—	ID of the activity. Supports expressions.
Update Fields	collection	No	{}	The activity properties to change.
— Activity Type ID	string	No	—	ID of the activity type. Retrieve available types from GET /activitytypes in your Monica CRM instance.
— Contacts	string	No	—	Comma-separated IDs of the contacts to associate the activity with.
— Description	string	No	—	Description of the activity - max 100,000 characters.
— Happened At	string	No	—	Date when the activity happened (ISO 8601 format).
— Summary	string	No	—	Brief description of the activity - max 255 characters.

Call: Create

Parameter	Type	Required	Default	Description
Contact ID	string	Yes	—	ID of the contact to associate the call with. Supports expressions like {{ $json.contactId }}.
Called At	string	Yes	—	Date when the call happened (ISO 8601 format). Supports expressions.
Description (content)	string	Yes	—	Description of the call - max 100,000 characters. Supports expressions.

Call: Delete

Parameter	Type	Required	Default	Description
Call ID	string	Yes	—	ID of the call. Supports expressions.

Call: Get

Parameter	Type	Required	Default	Description
Call ID	string	Yes	—	ID of the call. Supports expressions.

Call: Get Many

Parameter	Type	Required	Default	Description
Return All	boolean	No	false	Whether to return all results or only up to a given limit.
Limit	number	No	50	Max number of results to return. (shown when Return All is false)

Call: Update

Parameter	Type	Required	Default	Description
Call ID	string	Yes	—	ID of the call. Supports expressions.
Update Fields	collection	No	{}	The call properties to change.
— Called At	string	No	—	Date when the call happened (ISO 8601 format).
— Contact ID	string	No	—	ID of the contact to associate the call with.
— Description	string	No	—	Description of the call - max 100,000 characters.

Contact: Create

Parameter	Type	Required	Default	Description
First Name	string	Yes	—	The contact’s first name. Supports expressions.
Gender ID	string	Yes	—	ID of the gender. Retrieve available genders from GET /genders in your Monica CRM instance.
Additional Fields	collection	No	{}	The rest of the contact record.
— Birthdate	string	No	—	Birthdate in ISO 8601 format (e.g. 1990-05-15).
— Deceased Date	string	No	—	Deceased date in ISO 8601 format.
— Is Deceased	boolean	No	false	Whether the contact has passed away.
— Last Name	string	No	—	The contact’s last name.
— Nickname	string	No	—	The contact’s nickname.
— Type	options	No	false	Whether the contact gets their own contact sheet.
				Options: false (Real — contact with their own contact sheet), true (Partial — contact without their own contact sheet)

Contact: Delete

Parameter	Type	Required	Default	Description
Contact ID	string	Yes	—	ID of the contact. Supports expressions.

Contact: Get

Parameter	Type	Required	Default	Description
Contact ID	string	Yes	—	ID of the contact. Supports expressions.

Contact: Get Many

Parameter	Type	Required	Default	Description
Filters	collection	No	{}	Narrow and order the contacts returned.
— Search Term	string	No	—	Search term to filter results by.
— Sort	options	No	—	Ordering of the returned contacts.
				Options: created_at (Ascended Created At), -created_at (Descended Created At), updated_at (Ascended Updated At), -updated_at (Descended Updated At)
Return All	boolean	No	false	Whether to return all results or only up to a given limit.
Limit	number	No	50	Max number of results to return. (shown when Return All is false)

Contact: Update

Parameter	Type	Required	Default	Description
Contact ID	string	Yes	—	ID of the contact. Supports expressions.
Update Fields	collection	No	{}	The contact properties to change.
— Birthdate	string	No	—	Birthdate in ISO 8601 format.
— Deceased Date	string	No	—	Deceased date in ISO 8601 format.
— First Name	string	No	—	The contact’s first name.
— Gender ID	string	No	—	ID of the gender. Retrieve available genders from GET /genders.
— Is Deceased	boolean	No	false	Whether the contact has passed away.
— Last Name	string	No	—	The contact’s last name.
— Nickname	string	No	—	The contact’s nickname.
— Type	options	No	false	Whether the contact gets their own contact sheet.
				Options: false (Real), true (Partial)

Contact Field: Create

Parameter	Type	Required	Default	Description
Contact ID	string	Yes	—	ID of the contact to associate the contact field with. Supports expressions.
Contact Field Type ID	string	Yes	—	ID of the contact field type. Retrieve available types from GET /contactfieldtypes in your Monica CRM instance.
Content (data)	string	Yes	—	Content of the contact field - max 255 characters. Supports expressions.

Contact Field: Delete

Parameter	Type	Required	Default	Description
Contact Field ID	string	Yes	—	ID of the contact field. Supports expressions.

Contact Field: Get

Parameter	Type	Required	Default	Description
Contact Field ID	string	Yes	—	ID of the contact field. Supports expressions.

Contact Field: Update

Parameter	Type	Required	Default	Description
Contact ID	string	Yes	—	ID of the contact to associate the contact field with. Supports expressions.
Contact Field Type ID	string	Yes	—	ID of the contact field type. Retrieve available types from GET /contactfieldtypes in your Monica CRM instance.
Content (data)	string	Yes	—	Content of the contact field - max 255 characters. Supports expressions.
Contact Field ID	string	Yes	—	ID of the contact field. Supports expressions.

Contact Tag: Add

Parameter	Type	Required	Default	Description
Contact ID	string	Yes	—	ID of the contact. Supports expressions.
Tags to Add	string	Yes	—	Comma-separated tag names to add to the contact. These are tag names (strings), not IDs.

Contact Tag: Remove

Parameter	Type	Required	Default	Description
Contact ID	string	Yes	—	ID of the contact. Supports expressions.
Tags to Remove	string	Yes	—	Comma-separated tag IDs to remove from the contact. Use numeric tag IDs, not names.

Conversation: Create

Parameter	Type	Required	Default	Description
Contact ID	string	Yes	—	ID of the contact to associate the conversation with. Supports expressions.
Contact Field Type ID	string	Yes	—	ID of the contact field type representing the communication channel. Retrieve from GET /contactfieldtypes.
Happened At	string	Yes	—	Date when the conversation happened (ISO 8601 format). Supports expressions.

Conversation: Delete

Parameter	Type	Required	Default	Description
Conversation ID	string	Yes	—	ID of the conversation. Supports expressions.

Conversation: Get

Parameter	Type	Required	Default	Description
Conversation ID	string	Yes	—	ID of the conversation. Supports expressions.

Conversation: Update

Parameter	Type	Required	Default	Description
Contact Field Type ID	string	Yes	—	ID of the contact field type representing the communication channel. Retrieve from GET /contactfieldtypes.
Happened At	string	Yes	—	Date when the conversation happened (ISO 8601 format). Supports expressions.
Conversation ID	string	Yes	—	ID of the conversation. Supports expressions.

Conversation Message: Add

Parameter	Type	Required	Default	Description
Conversation ID	string	Yes	—	ID of the conversation. Supports expressions like {{ $json.id }}.
Content (content)	string	Yes	—	Content of the message. Supports expressions.
Written At	string	Yes	—	Date when the message was written (ISO 8601 format). Supports expressions.
Written By	options	Yes	true	Author of the message.
				Options: true (User), false (Contact)

Conversation Message: Update

Parameter	Type	Required	Default	Description
Conversation ID	string	Yes	—	ID of the conversation. Supports expressions.
Message ID	string	Yes	—	ID of the message to update. Supports expressions.
Update Fields	collection	No	{}	The message properties to change.
— Contact ID	string	No	—	ID of the contact to associate the message with.
— Content	string	No	—	Content of the message.
— Written At	string	No	—	Date when the message was written.
— Written By	options	No	true	Author of the message.
				Options: true (User), false (Contact)

Journal Entry: Create

Parameter	Type	Required	Default	Description
Title	string	Yes	—	Title of the journal entry - max 250 characters. Supports expressions.
Content (post)	string	Yes	—	Content of the journal entry - max 100,000 characters. Supports expressions.

Journal Entry: Delete

Parameter	Type	Required	Default	Description
Journal Entry ID	string	Yes	—	ID of the journal entry. Supports expressions.

Journal Entry: Get

Parameter	Type	Required	Default	Description
Journal Entry ID	string	Yes	—	ID of the journal entry. Supports expressions.

Journal Entry: Get Many

Parameter	Type	Required	Default	Description
Return All	boolean	No	false	Whether to return all results or only up to a given limit.
Limit	number	No	50	Max number of results to return. (shown when Return All is false)

Journal Entry: Update

Parameter	Type	Required	Default	Description
Journal Entry ID	string	Yes	—	ID of the journal entry. Supports expressions.
Update Fields	collection	No	{}	The journal entry properties to change.
— Content	string	No	—	Content of the journal entry - max 100,000 characters.
— Title	string	No	—	Title of the journal entry - max 250 characters.

Note: Create

Parameter	Type	Required	Default	Description
Contact ID	string	Yes	—	ID of the contact to associate the note with. Supports expressions.
Body	string	Yes	—	Body of the note - max 100,000 characters. Supports expressions.
Additional Fields	collection	No	{}	Optional note settings.
— Is Favorited	boolean	No	false	Whether the note has been favorited.

Note: Delete

Parameter	Type	Required	Default	Description
Note ID	string	Yes	—	ID of the note. Supports expressions.

Note: Get

Parameter	Type	Required	Default	Description
Note ID	string	Yes	—	ID of the note. Supports expressions.

Note: Get Many

Parameter	Type	Required	Default	Description
Return All	boolean	No	false	Whether to return all results or only up to a given limit.
Limit	number	No	50	Max number of results to return. (shown when Return All is false)

Note: Update

Parameter	Type	Required	Default	Description
Note ID	string	Yes	—	ID of the note. Supports expressions.
Update Fields	collection	No	{}	The note properties to change.
— Body	string	No	—	Body of the note - max 100,000 characters.
— Contact ID	string	No	—	ID of the contact to associate the note with.
— Is Favorited	boolean	No	false	Whether the note has been favorited.

Reminder: Create

Parameter	Type	Required	Default	Description
Contact ID	string	No	—	ID of the contact to associate the reminder with. Supports expressions.
Frequency Type	options	Yes	one_time	Type of frequency of the reminder.
				Options: one_time (Once), week (Weekly), month (Monthly), year (Yearly)
Recurring Interval	number	No	0	Interval for the reminder (e.g. every 2 weeks). (shown when Frequency Type is week, month, year)
Initial Date	string	Yes	—	Date of the reminder (ISO 8601 format). Supports expressions.
Title	string	Yes	—	Title of the reminder - max 100,000 characters. Supports expressions.
Additional Fields	collection	No	{}	Optional reminder detail.
— Description	string	No	—	Description about the reminder - max 100,000 characters.

Reminder: Delete

Parameter	Type	Required	Default	Description
Reminder ID	string	Yes	—	ID of the reminder. Supports expressions.

Reminder: Get

Parameter	Type	Required	Default	Description
Reminder ID	string	Yes	—	ID of the reminder. Supports expressions.

Reminder: Get Many

Parameter	Type	Required	Default	Description
Return All	boolean	No	false	Whether to return all results or only up to a given limit.
Limit	number	No	50	Max number of results to return. (shown when Return All is false)

Reminder: Update

Parameter	Type	Required	Default	Description
Reminder ID	string	Yes	—	ID of the reminder. Supports expressions.
Update Fields	collection	No	{}	The reminder properties to change.
— Contact ID	string	No	—	ID of the contact to associate the reminder with.
— Description	string	No	—	Description about the reminder - max 100,000 characters.
— Frequency Type	options	No	one_time	Frequency of the reminder.
				Options: one_time (One Time), week (Week), month (Month), year (Year)
— Initial Date	string	No	—	Date of the reminder (ISO 8601 format).
— Recurring Interval	number	No	0	Interval for the reminder.
— Title	string	No	—	Title of the reminder - max 100,000 characters.

Tag: Create

Parameter	Type	Required	Default	Description
Name	string	Yes	—	Name of the tag - max 250 characters. Supports expressions.

Tag: Delete

Parameter	Type	Required	Default	Description
Tag ID	string	Yes	—	ID of the tag. Supports expressions.

Tag: Get

Parameter	Type	Required	Default	Description
Tag ID	string	Yes	—	ID of the tag. Supports expressions.

Tag: Get Many

Parameter	Type	Required	Default	Description
Return All	boolean	No	false	Whether to return all results or only up to a given limit.
Limit	number	No	50	Max number of results to return. (shown when Return All is false)

Tag: Update

Parameter	Type	Required	Default	Description
Name	string	Yes	—	Name of the tag - max 250 characters. Supports expressions.
Tag ID	string	Yes	—	ID of the tag. Supports expressions.

Task: Create

Parameter	Type	Required	Default	Description
Contact ID	string	Yes	—	ID of the contact to associate the task with. Supports expressions.
Title	string	Yes	—	Title of the task - max 250 characters. Supports expressions.
Additional Fields	collection	No	{}	Optional task detail.
— Description	string	No	—	Description of the task - max 100,000 characters.

Task: Delete

Parameter	Type	Required	Default	Description
Task ID	string	Yes	—	ID of the task. Supports expressions.

Task: Get

Parameter	Type	Required	Default	Description
Task ID	string	Yes	—	ID of the task. Supports expressions.

Task: Get Many

Parameter	Type	Required	Default	Description
Return All	boolean	No	false	Whether to return all results or only up to a given limit.
Limit	number	No	50	Max number of results to return. (shown when Return All is false)

Task: Update

Parameter	Type	Required	Default	Description
Task ID	string	Yes	—	ID of the task. Supports expressions.
Update Fields	collection	No	{}	The task properties to change.
— Completed	boolean	No	false	Whether the task has been completed.
— Contact ID	string	No	—	ID of the contact to associate the task with.
— Description	string	No	—	Description of the task - max 100,000 characters.
— Title	string	No	—	Title of the task - max 250 characters.

All Operations

Parameter	Type	Required	Default	Description
Max Concurrency	number	No	10	Maximum number of items to process concurrently.

Output Data

This node never fans out — every operation produces exactly one output item per input item. The Monica API envelope is unwrapped for you, so what you get is the record itself, not a wrapper.

Operation shape	What lands on the item
Any getAll	items — the array of records. Use a Split Out node on items if you want one workflow item per record
create, get, update, add, remove	The record merged into the item JSON at the top level
Any delete	success: true

Because single-record results are merged at the top level, the created record’s id is available to the next node straight away — chain a create into a note or a tag with {{ $json.id }}.

The rest of the item JSON passes through unchanged and binary data is forwarded.

Usage Examples

• Create a new contact in Monica CRM
• Get all activities from Monica CRM
• Update a reminder for a contact
• Add tags to a contact
• Create a journal entry

Example Configuration

Create a contact:

{
  "type": "monica_crm",
  "parameters": {
    "resource": "contact",
    "operation": "create",
    "firstName": "John",
    "genderId": "1",
    "additionalFields": {
      "last_name": "Doe",
      "birthdate": "1990-05-15",
      "nickname": "Johnny"
    }
  }
}

Log an activity against two contacts:

{
  "type": "monica_crm",
  "parameters": {
    "resource": "activity",
    "operation": "create",
    "activityTypeId": "2",
    "contacts": "123,456",
    "happenedAt": "2023-12-01T10:00:00Z",
    "summary": "Meeting about project planning",
    "additionalFields": {
      "description": "Discussed project timeline and resource allocation"
    }
  }
}

Record a call:

{
  "type": "monica_crm",
  "parameters": {
    "resource": "call",
    "operation": "create",
    "contactId": "123",
    "calledAt": "2023-12-01T14:30:00Z",
    "content": "Discussed upcoming meeting and shared project updates"
  }
}

Create a note and mark it a favourite:

{
  "type": "monica_crm",
  "parameters": {
    "resource": "note",
    "operation": "create",
    "contactId": "123",
    "body": "Remember to follow up on the project proposal discussed during our last meeting",
    "additionalFields": {
      "isFavorited": true
    }
  }
}

Add tags to a contact — tag names, not IDs:

{
  "type": "monica_crm",
  "parameters": {
    "resource": "contactTag",
    "operation": "add",
    "contactId": "123",
    "tagsToAdd": "client,important,vip"
  }
}

Create a recurring reminder:

{
  "type": "monica_crm",
  "parameters": {
    "resource": "reminder",
    "operation": "create",
    "contactId": "123",
    "frequencyType": "month",
    "frequencyNumber": 3,
    "initialDate": "2024-01-15T09:00:00Z",
    "title": "Quarterly check-in call",
    "additionalFields": {
      "description": "Schedule quarterly business review with client"
    }
  }
}

Update contact information:

{
  "type": "monica_crm",
  "parameters": {
    "resource": "contact",
    "operation": "update",
    "contactId": "123",
    "updateFields": {
      "first_name": "Jonathan",
      "last_name": "Smith",
      "birthdate": "1990-05-20"
    }
  }
}

List contacts matching a search, oldest first:

{
  "type": "monica_crm",
  "parameters": {
    "resource": "contact",
    "operation": "getAll",
    "filters": {
      "query": "john",
      "sort": "created_at"
    },
    "returnAll": false,
    "limit": 50
  }
}

Chaining nodes. A create returns the new record on the item, so the node that follows can read its id directly. Put these two nodes in sequence to create a contact and immediately attach a note to it:

{
  "type": "monica_crm",
  "parameters": {
    "resource": "contact",
    "operation": "create",
    "firstName": "Sarah",
    "genderId": "2",
    "additionalFields": {
      "last_name": "Johnson",
      "birthdate": "1985-08-22",
      "nickname": "SJ"
    }
  }
}

{
  "type": "monica_crm",
  "parameters": {
    "resource": "note",
    "operation": "create",
    "contactId": "{{ $json.id }}",
    "body": "Initial contact established through networking event"
  }
}

The same pattern opens a conversation and posts its first message:

{
  "type": "monica_crm",
  "parameters": {
    "resource": "conversation",
    "operation": "create",
    "contactId": "123",
    "contactFieldTypeId": "5",
    "happenedAt": "2023-12-01T15:00:00Z"
  }
}

{
  "type": "monica_crm",
  "parameters": {
    "resource": "conversationMessage",
    "operation": "add",
    "conversationId": "{{ $json.id }}",
    "content": "Hi Sarah, thanks for the meeting today. Here are the action items we discussed...",
    "writtenAt": "2023-12-01T15:05:00Z",
    "writtenByMe": true
  }
}

Error Handling

Mode	Behavior
stop	Halts workflow on first error
continue	Skips failed items, passes successful ones through
errorPort	Routes failed items to Error output port

Tips

Manage personal contacts, activities, calls, notes, conversations, journal entries, reminders, tags, and tasks in Monica CRM.

Key Notes

• Look up the reference IDs first. Activity Type ID, Gender ID and Contact Field Type ID are numeric IDs from your own instance — read them from /activitytypes, /genders and /contactfieldtypes in Monica before hard-coding them.
• Tags add by name, remove by ID. Tags to Add takes tag names; Tags to Remove takes numeric tag IDs. They are not interchangeable.
• Written By is a boolean, not a string. true means you wrote the message, false means the contact did.
• Recurring Interval only appears for recurring reminders — pick week, month or year in Frequency Type first.
• Update Fields use snake_case keys (first_name, happened_at, is_favorited) even though the create fields use camelCase.
• List results are not separate items. Every Get Many returns one item with the array on items; add a Split Out node on items when downstream nodes should see one record at a time.