ClickUp Integration
Task and productivity management with ClickUp integration for CrewAI.
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 Enterprise 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
- Navigate to CrewAI Enterprise Integrations
- Find ClickUp in the Authentication Integrations section
- Click Connect and complete the OAuth flow
- Grant the necessary permissions for task and project management
- Copy your Enterprise Token from Account Settings
2. Install Required Package
Available Actions
CLICKUP_SEARCH_TASKS
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.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
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
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
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
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
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
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
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
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
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
CLICKUP_GET_MEMBER
Description: Get Member information in ClickUp.
Parameters: None required.
Usage Examples
Basic ClickUp Agent Setup
Filtering Specific ClickUp Tools
Advanced Project Management
Task Search and Management
Getting Help
Need Help?
Contact our support team for assistance with ClickUp integration setup or troubleshooting.