Clickup
Learn how to integrate AI agents with ClickUp using xpander.ai. Create automated workflows that leverage AI to streamline task management, generate smart task summaries, and boost team productivity.
About ClickUp
ClickUp is a comprehensive project management and productivity platform designed to centralize tasks, collaboration, documentation, and communication in a single interface.
Key features include:
-
Task Management: Organize work using customizable tasks, subtasks, checklists, and over 35 ClickApps (e.g., time tracking, custom fields, sprint points).
-
Multiple Views: Choose from 15+ views, including List, Board, Calendar, Gantt, Timeline, Whiteboard, and Table, to visualize and manage projects from different perspectives.
-
Automation: Set up conditional workflows with if-then logic to automate repetitive tasks, such as status changes or task assignments.
-
Collaboration Tools: Utilize built-in chat, whiteboards, and real-time document editing to facilitate team communication and brainstorming.
-
AI Integration: ClickUp Brain, introduced in 2024, offers AI-powered features like task summarization, content generation, and intelligent search across tasks and documents.
Authentication Options
Below are possible authentication options you can choose:
The simplest way to connect ClickUp is by using xpander.ai’s built-in authentication:
- Go to the Apps section in the sidebar of your xpander.ai dashboard.
- Select ClickUp from the available integrations.
- Click Sign in with ClickUp.
- Grant xpander.ai permission to access your ClickUp workspace.
- Your ClickUp integration is now ready to use.
The simplest way to connect ClickUp is by using xpander.ai’s built-in authentication:
- Go to the Apps section in the sidebar of your xpander.ai dashboard.
- Select ClickUp from the available integrations.
- Click Sign in with ClickUp.
- Grant xpander.ai permission to access your ClickUp workspace.
- Your ClickUp integration is now ready to use.
Generate a ClickUp API Key
- Log in to your ClickUp account.
- Click on your account icon in the top-right corner and select Settings.
- In the sidebar, go to Apps and click Generate.
- You’ll now see your ClickUp API key—copy and store it safely.
Integrate ClickUp into xpander.ai
- Go to the Apps section in the sidebar of your xpander.ai dashboard.
- Select ClickUp from the available integrations.
- Click Enable.
- Enter an Interface name, e.g., xpander-clickup.
- Select API Key as the authentication mode.
- Select Integration User as the authentication scope.
- Paste your ClickUp API key into the provided field.
- Choose Custom as the Auth Type.
- In the Custom header name field, enter:
Authorization. - Save the configuration.
Integration of ClickUp into AI Agent
Once you’ve configured your ClickUp account with the authentication option(s) described above, you can integrate it into your AI agent with xpander.ai:
- Go to the + sign located in the top right of the graph visualization of your xpander.ai agent.
- Select Apps.
- Choose ClickUp with the same Interface name you configured in the previous section (e.g., xpander-clickup).
- Select the available ClickUp operations that suit your use case.
Expose ClickUp as MCP Server
Alternatively, you can also expose your ClickUp account as an MCP server. To do so:
- Go to the Apps section in the sidebar of your xpander.ai dashboard.
- Select ClickUp with the same Interface name you configured in the previous section (e.g., xpander-clickup).
- Click MCP Configuration.
- Enter the MCP configuration into the appropriate settings of the client app you want to use (e.g., Cursor, Windsurf, Claude Desktop, etc.).
AI Agent ClickUp Prompt Library
Below are possible prompts or use cases you can try after integrating ClickUp into your xpander AI agent: