The ClickUp toolkit lets agents browse workspaces (teams), spaces, folders, and lists; create and update tasks and subtasks; work with comments and custom fields; and read goals and time entries. Authentication is per-user OAuth — each user connects their own ClickUp account.
Add it on the agent Toolkits tab. The first use prompts the user to connect ClickUp if they have not already.
Prerequisites
- ClickUp access to the workspaces the agent should use
- An agent you can edit
- ClickUp OAuth configured for your organization (admin)
- Users who will chat with the agent must complete the ClickUp OAuth connect flow when prompted
Setup
- Open the agent → Toolkits → add ClickUp.
- Optionally set default workspace, space, or list in toolkit config.
- Save the agent. In Chat, connect ClickUp when prompted.
@-mention ClickUp tools in the personality prompt for task and project work.
Hierarchy & discovery
| Tool | Description |
|---|
| Get Teams | Lists ClickUp workspaces (teams) the user can access. |
| Get Spaces | Lists spaces in a team. |
| Get Space | Returns details for a space. |
| Get Folders | Lists folders in a space. |
| Get Lists | Lists lists in a space or folder. |
| Get List | Returns details for a list. |
| Create Folderless List | Creates a list directly in a space (no folder). |
Tasks
| Tool | Description |
|---|
| Get Tasks | Lists tasks in a list, with optional filters. |
| Get Task | Returns a single task. |
| Create Task | Creates a task in a list. |
| Update Task | Updates an existing task. |
| Delete Task | Deletes a task. |
| Create Subtask | Creates a subtask under a parent task. |
| Create Task from Template | Creates a task from a ClickUp template. |
| Filter Workspace Tasks | Filters tasks across a workspace. |
| Get Accessible Custom Fields | Lists custom fields available for a list. |
| Set Custom Field Value | Sets a custom field value on a task. |
| Create Task Comment | Adds a comment on a task. |
| Get Task Comments | Lists comments on a task. |
Goals & time
| Tool | Description |
|---|
| Get Goals | Lists goals in a workspace. |
| Get Goal Details | Returns details for a goal. |
| Get Time Entries | Lists time entries. |
| Get Time Summary | Summarizes tracked time. |
| Filter Workspace Time Entries | Filters time entries across a workspace. |
Use cases
- Triage or create tasks from chat in a default list
- Summarize open tasks in a space or list
- Add comments or update status after an investigation
- Pull time summaries for reporting
Tips
- Start with Get Teams → spaces → lists to discover IDs before creating tasks.
- Defaults for workspace/space/list in config reduce repeated IDs in chat.
- Access is limited to what the connected ClickUp user can see and edit.
- For Asana or Jira instead, use those toolkits.
Troubleshooting
| Symptom | What to check |
|---|
| Authenticate / connect loop | Complete ClickUp OAuth; try disconnecting and connecting again |
| Empty teams or spaces | Connected user lacks access; reconnect with the correct account |
| Cannot create or update tasks | ClickUp permissions on the list; confirm list ID |
| Custom field errors | Use Get Accessible Custom Fields for valid field IDs |