// SCAN REPORT

Monica CRM MCP Server

21 tools. 17 can modify or destroy data without limits.

6 destructive tools with no built-in limits. Policy required.

Last updated:

17 can modify or destroy data
4 read-only
21 tools total

Community server · catalogue entry verified 12/06/2026

How to control Monica CRM MCP Server ↓

TOOL MAP

What Monica CRM MCP Server exposes to your agents

Read (4) Write / Execute (11) Destructive / Financial (6)

Running more than one server? Check your whole stack →

MOST DANGEROUS TOOLS
Critical Risk

The most dangerous Monica CRM MCP Server tools

Financial · High monica_manage_financial_record This tool manages financial records including gifts and debts, which represent financial obligations and commitments. Destructive · High monica_manage_activity Because the tool supports delete operations, which are irreversible, it must be classified under Destructive. Destructive · High monica_manage_call The tool explicitly supports delete operations on logged phone calls, which would irreversibly remove call records. Destructive · High monica_manage_media The tool spans Read (list, inspect), Write (upload), and Destructive (delete) operations.

17 of Monica CRM MCP Server's 21 tools can modify, destroy, or commit something on every call — and an agent calls them with no built-in limits.

POLICY

How to control Monica CRM MCP Server

PolicyLayer is an MCP gateway — it sits between your AI agents and Monica CRM MCP Server, and nothing reaches the server without passing your rules. These are the rules we recommend:

Block financial tools by default
{
  "monica_manage_financial_record": {
    "deny_if": [
      {
        "conditions": [],
        "on_deny": "Requires human approval."
      }
    ]
  }
}

Financial tools should be explicitly enabled per use case, not open by default.

Deny destructive operations
{
  "monica_manage_activity": {
    "deny_if": [
      {
        "conditions": [],
        "on_deny": "Blocked by default. Requires approval."
      }
    ]
  }
}

Destructive tools should never be available to autonomous agents without human approval.

Rate limit write operations
{
  "monica_manage_activity_type": {
    "limits": [
      {
        "counter": "monica_manage_activity_type_per_hour",
        "window": "hour",
        "max": 30,
        "scope": "grant"
      }
    ]
  }
}

Prevents bulk unintended modifications from agents caught in loops.

Cap read operations
{
  "monica_browse_metadata": {
    "limits": [
      {
        "counter": "monica_browse_metadata_per_minute",
        "window": "minute",
        "max": 60,
        "scope": "grant"
      }
    ]
  }
}

Controls API costs and prevents retry loops from exhausting upstream rate limits.

  1. Create a free account and register Monica CRM MCP Server — nothing to install.
  2. Add these rules — paste them, or build them visually. Tune the limits to your setup.
  3. Point your MCP client (Claude, Cursor, anything) at your gateway URL.
ENFORCE POLICY ON MONICA CRM →

Free to start. No card required.

FULL CATALOGUE

All 21 Monica CRM MCP Server tools

FINANCIAL 1 tools
Financial monica_manage_financial_record List, inspect, create, update, or delete gifts and debts. Use recordType=
DESTRUCTIVE 5 tools
Destructive monica_manage_activity List, inspect, create, update, or delete activities (meetings, events, shared interactions). Provide either ac Destructive monica_manage_call List, inspect, create, update, or delete logged phone calls. Use this to capture quick notes about conversatio Destructive monica_manage_media List, inspect, upload, or delete documents and photos stored in Monica. Use mediaType to pick the resource. Destructive monica_manage_relationship List, inspect, create, update, or delete relationships between contacts. Provide relationshipTypeId or relatio Destructive monica_manage_task_reminder List, inspect, create, update, or delete Monica tasks and reminders. Choose itemType=
WRITE 11 tools
Write monica_manage_activity_type List, inspect, create, update, or delete Monica activity types (e.g., Meeting, Coffee, Meal). Use this to expa Write monica_manage_contact Advanced contact management tool with section-based operations. Set section to Write monica_manage_contact_address List, get, create, update, or delete contact addresses. Use this simplified tool instead of monica_manage_cont Write monica_manage_contact_field List, get, create, update, or delete contact fields like email addresses, phone numbers, social media handles, Write monica_manage_contact_field_type List, inspect, create, update, or delete contact field types (e.g., Email, Twitter, Instagram). Use this when Write monica_manage_contact_profile Create, update, or delete a contact profile. Use this simplified tool instead of monica_manage_contact when wo Write monica_manage_contact_tags List, append, or remove tags on a specific contact. Use tagNames to add new/existing tags, or tagIds/tagNames Write monica_manage_conversation List, inspect, create, update, delete, or manage messages inside Monica conversations. Provide either contactF Write monica_manage_group List, inspect, create, update, or delete contact groups. Use this to organize contacts into named collections Write monica_manage_note List, inspect, create, update, or delete notes attached to a contact. Use this to capture or revise journal sn Write monica_manage_tag List, inspect, create, update, or delete tags. Tags allow you to group and categorize contacts.
READ 4 tools
Read monica_browse_metadata Inspect Monica lookup catalogs (genders, countries, contact field types, activity types, relationship types). Read monica_health_check Verify that the configured Monica credentials work. Read monica_list_contacts Retrieve a paginated list of contacts without requiring a search query. Choose the detail level (minimal/basic Read monica_search_contacts Search Monica CRM contacts by name, nickname, or email. Returns contact IDs and basic info. Use the returned I
FAQ

Questions about Monica CRM MCP Server

Can an AI agent move money through the Monica CRM MCP Server MCP server? +

Yes. The Monica CRM MCP Server server exposes 1 financial tools including monica_manage_financial_record. Without a policy, an autonomous agent can call these with no spend caps, no rate limits, and no approval flow. PolicyLayer lets you block financial tools by default, require human approval, or set per-tool rate limits — enforced on every call.

Can an AI agent delete data through the Monica CRM MCP Server MCP server? +

Yes. The Monica CRM MCP Server server exposes 5 destructive tools including monica_manage_activity, monica_manage_call, monica_manage_media. These permanently remove resources with no undo. PolicyLayer blocks destructive tools by default so they never reach the upstream server.

How do I prevent bulk modifications through Monica CRM MCP Server? +

The Monica CRM MCP Server server has 11 write tools including monica_manage_activity_type, monica_manage_contact, monica_manage_contact_address. Set a rate limit in your policy -- for example, 10 calls per hour prevents an agent from making more than 10 modifications per hour. PolicyLayer enforces this at the gateway, before calls reach Monica CRM MCP Server.

How many tools does the Monica CRM MCP Server MCP server expose? +

21 tools across 2 categories: Read, Write. 4 are read-only. 17 can modify, create, or delete data.

How do I enforce a policy on Monica CRM MCP Server? +

Register the Monica CRM MCP Server MCP server in PolicyLayer, apply the suggested rules above (adjust the limits to your use case), and point your AI client at the PolicyLayer proxy URL instead of the server directly. Your agents keep the same tools; PolicyLayer evaluates every call against policy before it executes. Nothing to install, live in minutes.

Enforce policy on every Monica CRM MCP Server tool call.

Deterministic rules across all 21 Monica CRM MCP Server tools. Per-identity grants. Full audit log. Live in minutes. Nothing to install.

ENFORCE POLICY ON MONICA CRM →

Free to start. No card required.

21 Monica CRM MCP Server tools catalogued and risk-classified — across an index of 43,000+ MCP servers.

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