This automation template enables seamless integration between an AI agent and Monica CRM through an MCP server in n8n. It supports full CRUD operations—create, read, update, delete—for contacts, tasks, notes, calls, conversations, and other entities triggered by AI commands. Designed for developers and automation engineers building AI-powered CRM workflows.
## Who it´s for
- AI assistant developers integrating CRM functionality
- Companies using Monica CRM who want AI-driven data management
- Business process automators implementing AI tools for client base operations
## What the automation does
- Processes requests from AI agents via AI tool triggers
- Performs CRUD operations on contacts, tasks, reminders, notes, calls, and conversations in Monica CRM
- Uses the dedicated Monica CRM node in n8n to interact with the REST API
- Example: "Add contact — Ivan Petrov" → AI triggers Create a contact → saved in Monica CRM
- Example: "Delete task" → Delete a task → record removed via MCP server
- Example: "Show active reminders" → Get many reminders → data returned to user
## What´s included
- Ready-to-use n8n workflow with MCP server support
- Trigger and handler logic for AI commands
- Integrations only with Monica CRM via REST API and MCP Server
- Basic text instructions for setup and adaptation
## Requirements for setup
- n8n account (cloud or self-hosted)
- Access to a Monica CRM instance with MCP server enabled
- Valid Monica CRM API key
- AI agent environment capable of calling external tools
## Benefits and outcomes
- Faster contact and task management via voice/text AI commands
- Reduced manual workload for managers
- Unified CRM control through AI without logging in manually
- Improved data accuracy via direct integration
## Important: template only
Important: you are purchasing a ready-made automation workflow template only. Rollout into your infrastructure, connecting specific accounts and services, 1:1 setup help, custom adjustments for non-standard stacks and any consulting support are provided as a separate paid service at an individual rate. To discuss custom work or 1:1 help, contact via в чате.
Monica CRM contact management
AI CRM integration
CRM automation with AI
create contact via AI
delete task in Monica CRM
get reminders from CRM
MCP server for Monica CRM
n8n Monica CRM integration
CRUD operations in CRM
AI assistant for CRM
customer database automation
task management via AI
edit contacts in Monica
calls and conversations in CRM
manage notes in Monica CRM
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