ClickUp Integration

Overview

Enable your agents to manage tasks, projects, and productivity workflows through ClickUp. Create and update tasks, organize projects, manage team assignments, and streamline your productivity management with AI-powered automation.

Prerequisites

Before using the ClickUp integration, ensure you have:

• A CrewAI AMP account with an active subscription
• A ClickUp account with appropriate permissions
• Connected your ClickUp account through the Integrations page

Setting Up ClickUp Integration

1. Connect Your ClickUp Account

1. Navigate to CrewAI AMP Integrations
2. Find ClickUp in the Authentication Integrations section
3. Click Connect and complete the OAuth flow
4. Grant the necessary permissions for task and project management
5. Copy your Enterprise Token from Integration Settings

2. Install Required Package

uv add crewai-tools

3. Environment Variable Setup

Note

To use integrations with Agent(apps=[]), you must set the CREWAI_PLATFORM_INTEGRATION_TOKEN environment variable with your Enterprise Token.

export CREWAI_PLATFORM_INTEGRATION_TOKEN="your_enterprise_token"

Or add it to your .env file:

CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token

Available Actions

clickup/search_tasks

Description: Search for tasks in ClickUp using advanced filters.

Parameters:

• taskFilterFormula (object, optional): A filter in disjunctive normal form - OR of AND groups of single conditions.

  {
    "operator": "OR",
    "conditions": [
      {
        "operator": "AND",
        "conditions": [
          {
            "field": "statuses%5B%5D",
            "operator": "$stringExactlyMatches",
            "value": "open"
          }
        ]
      }
    ]
  }

  Available fields: space_ids%5B%5D, project_ids%5B%5D, list_ids%5B%5D, statuses%5B%5D, include_closed, assignees%5B%5D, tags%5B%5D, due_date_gt, due_date_lt, date_created_gt, date_created_lt, date_updated_gt, date_updated_lt

clickup/get_task_in_list

Description: Get tasks in a specific list in ClickUp.

Parameters:

• listId (string, required): List - Select a List to get tasks from. Use Connect Portal User Settings to allow users to select a ClickUp List.
• taskFilterFormula (string, optional): Search for tasks that match specified filters. For example: name=task1.

clickup/create_task

Description: Create a task in ClickUp.

Parameters:

• listId (string, required): List - Select a List to create this task in. Use Connect Portal User Settings to allow users to select a ClickUp List.
• name (string, required): Name - The task name.
• description (string, optional): Description - Task description.
• status (string, optional): Status - Select a Status for this task. Use Connect Portal User Settings to allow users to select a ClickUp Status.
• assignees (string, optional): Assignees - Select a Member (or an array of member IDs) to be assigned to this task. Use Connect Portal User Settings to allow users to select a ClickUp Member.
• dueDate (string, optional): Due Date - Specify a date for this task to be due on.
• additionalFields (string, optional): Additional Fields - Specify additional fields to include on this task as JSON.

clickup/update_task

Description: Update a task in ClickUp.

Parameters:

• taskId (string, required): Task ID - The ID of the task to update.
• listId (string, required): List - Select a List to create this task in. Use Connect Portal User Settings to allow users to select a ClickUp List.
• name (string, optional): Name - The task name.
• description (string, optional): Description - Task description.
• status (string, optional): Status - Select a Status for this task. Use Connect Portal User Settings to allow users to select a ClickUp Status.
• assignees (string, optional): Assignees - Select a Member (or an array of member IDs) to be assigned to this task. Use Connect Portal User Settings to allow users to select a ClickUp Member.
• dueDate (string, optional): Due Date - Specify a date for this task to be due on.
• additionalFields (string, optional): Additional Fields - Specify additional fields to include on this task as JSON.

clickup/delete_task

Description: Delete a task in ClickUp.

Parameters:

• taskId (string, required): Task ID - The ID of the task to delete.

clickup/get_list

Description: Get List information in ClickUp.

Parameters:

• spaceId (string, required): Space ID - The ID of the space containing the lists.

clickup/get_custom_fields_in_list

Description: Get Custom Fields in a List in ClickUp.

Parameters:

• listId (string, required): List ID - The ID of the list to get custom fields from.

clickup/get_all_fields_in_list

Description: Get All Fields in a List in ClickUp.

Parameters:

• listId (string, required): List ID - The ID of the list to get all fields from.

clickup/get_space

Description: Get Space information in ClickUp.

Parameters:

• spaceId (string, optional): Space ID - The ID of the space to retrieve.

clickup/get_folders

Description: Get Folders in ClickUp.

Parameters:

• spaceId (string, required): Space ID - The ID of the space containing the folders.

clickup/get_member

Description: Get Member information in ClickUp.

Parameters: None required.

Usage Examples

Basic ClickUp Agent Setup

from crewai import Agent, Task, Crew
from crewai import Agent, Task, Crew

# Create an agent with Clickup capabilities
clickup_agent = Agent(
    role="Task Manager",
    goal="Manage tasks and projects in ClickUp efficiently",
    backstory="An AI assistant specialized in task management and productivity coordination.",
    apps=['clickup']  # All Clickup actions will be available
)

# Task to create a new task
create_task = Task(
    description="Create a task called 'Review Q1 Reports' in the Marketing list with high priority",
    agent=clickup_agent,
    expected_output="Task created successfully with task ID"
)

# Run the task
crew = Crew(
    agents=[clickup_agent],
    tasks=[create_task]
)

crew.kickoff()

Filtering Specific ClickUp Tools

task_coordinator = Agent(
    role="Task Coordinator",
    goal="Create and manage tasks efficiently",
    backstory="An AI assistant that focuses on task creation and status management.",
    apps=['clickup/create_task']
)

# Task to manage task workflow
task_workflow = Task(
    description="Create a task for project planning and assign it to the development team",
    agent=task_coordinator,
    expected_output="Task created and assigned successfully"
)

crew = Crew(
    agents=[task_coordinator],
    tasks=[task_workflow]
)

crew.kickoff()

Advanced Project Management

from crewai import Agent, Task, Crew

project_manager = Agent(
    role="Project Manager",
    goal="Coordinate project activities and track team productivity",
    backstory="An experienced project manager who ensures projects are delivered on time.",
    apps=['clickup']
)

# Complex task involving multiple ClickUp operations
project_coordination = Task(
    description="""
    1. Get all open tasks in the current space
    2. Identify overdue tasks and update their status
    3. Create a weekly report task summarizing project progress
    4. Assign the report task to the team lead
    """,
    agent=project_manager,
    expected_output="Project status updated and weekly report task created and assigned"
)

crew = Crew(
    agents=[project_manager],
    tasks=[project_coordination]
)

crew.kickoff()

Task Search and Management

from crewai import Agent, Task, Crew

task_analyst = Agent(
    role="Task Analyst",
    goal="Analyze task patterns and optimize team productivity",
    backstory="An AI assistant that analyzes task data to improve team efficiency.",
    apps=['clickup']
)

# Task to analyze and optimize task distribution
task_analysis = Task(
    description="""
    Search for all tasks assigned to team members in the last 30 days,
    analyze completion patterns, and create optimization recommendations
    """,
    agent=task_analyst,
    expected_output="Task analysis report with optimization recommendations"
)

crew = Crew(
    agents=[task_analyst],
    tasks=[task_analysis]
)

crew.kickoff()

Getting Help

Need Help?

Contact our support team for assistance with ClickUp integration setup or troubleshooting.