Monica CRM

Monica CRM

Operate Monica CRM through your OOMOL-connected account. This skill calls the monica_crm connector with the oo CLI; OOMOL injects credentials server-side, so you never handle raw tokens.

Running an action

Assume the user has already installed the oo CLI, signed in, and connected Monica CRM. Do not run oo auth login or open the connection URL proactively — just run the action. Fall back to First-time setup only when a command actually fails with an auth or connection error.

1. Inspect the contract to get the authoritative input/output schema before building a payload:

oo connector schema "monica_crm" --action ""

2. Run the action with a JSON payload that matches the input schema:

oo connector run "monica_crm" --action "" --data '' --json

• --data takes a JSON object string or @path/to/file.json; omit it to send {}.
• The response is { "data": ..., "meta": { "executionId": "..." } }; the execution id lives under meta.executionId.

Each action is listed below with a one-line description; actions that change state carry a [write] or [destructive] tag. Before constructing --data, fetch the action's live schema with oo connector schema to get its authoritative input fields.

Available actions

• create_note — Create a note associated with a Monica contact. [write]
• delete_note — Delete a Monica note by ID. [destructive]
• get_contact — Get a Monica contact by ID.
• get_note — Get a Monica note by ID.
• list_contacts — List or search contacts in the authenticated Monica account.
• list_notes — List notes in the Monica account or for one contact.
• update_note — Replace a Monica note by ID. [write]

Safety

• Untagged actions are reads (get / list / search) — safe to run directly.
• Actions tagged [write] change Monica CRM state — confirm the exact payload and effect with the user before running.
• Actions tagged [destructive] remove or overwrite data — always confirm the target and get explicit approval first.

First-time setup

These are one-time steps — do not repeat them on every call. Run a step only when a command fails for the matching reason.

• oo: command not found — install the oo CLI (other platforms: ):

  curl -fsSL https://cli.oomol.com/install.sh | bash    # macOS / Linux
  

  irm https://cli.oomol.com/install.ps1 | iex           # Windows PowerShell
  

• Not signed in / authentication error — sign in to your OOMOL account once:

  oo auth login
  

• scope_missing / credential_expired / app_not_ready / app_not_found — Monica CRM is not connected, or the connection expired or lacks a scope. Connect once (auth type: API key) at:

  https://console.oomol.com/app-connections?provider=monica_crm
  

• HTTP 402 / OOMOL_INSUFFICIENT_CREDIT — billing stop. Recharge at https://console.oomol.com/billing/token-recharge before retrying.

Resources

• Monica CRM homepage: https://www.monicahq.com/