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ClickUp

In one line: Connect ClickUp so your UnleashX agent can create and update tasks, organize spaces and lists, post comments, and track work without you opening ClickUp.

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1. Overview

ClickUp is a project and task management platform where work is organized into Workspaces (Teams), Spaces, Folders, Lists, and Tasks. Teams use it to plan projects, assign work, track progress, and collaborate with comments and checklists. Once connected, your UnleashX agent can browse your ClickUp hierarchy, create and update tasks, leave comments, build checklists, and pull task details on demand. That means you can turn a phone call, chat, or instruction into a real ClickUp task and keep everything in sync automatically. Connecting ClickUp to UnleashX is useful when you want your agent to log requests, follow up on action items, or report project status, so nothing falls through the cracks and your team stays focused on the work itself.

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2. What you’ll need

  • A ClickUp account with access to the Workspace you want to use.
  • Permission to view and edit the Spaces, Lists, and Tasks you want the agent to manage.
  • A ClickUp Personal API Token (created from your own profile settings).
You don’t need to be a Workspace admin to create a Personal API Token. The token inherits your ClickUp permissions, so the agent can only see and change what you can. If you lack access to certain Spaces, ask an admin to grant it before connecting.

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3. Get your credentials

ClickUp uses a Personal API Token that begins with pk_.
1

Open your ClickUp settings

Sign in at https://app.clickup.com, click your avatar in the lower-left corner, and choose Settings.
2

Go to Apps

In the left sidebar of Settings, select Apps. (Direct link: https://app.clickup.com/settings/apps)
3

Generate your token

Under API Token, click Generate (or Regenerate if you already have one).
4

Copy your token

Copy the token that begins with pk_.
Treat this token like a password. Anyone with it can act in ClickUp as you. If it leaks, return to this page and click Regenerate to invalidate the old one.
What the token can access
ClickUp’s Personal API Token is not scope-limited — it grants the same access you have in the app. UnleashX only calls the endpoints needed for the tools listed in Section 5.

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4. Connect on UnleashX

1

Open your agent

Go to https://www.tryunleashx.com and open the agent you want to connect.
2

Open Data Connectors

In the agent, go to Data Connectors.
3

Find ClickUp

Locate ClickUp in the list and click Connect / Add / Configure.
4

Paste your token

When prompted, paste your pk_ Personal API Token. UnleashX sends it as the clickup_api_token / access-token header (Bearer).
5

Confirm success

Save. When the status shows a Connected badge, your agent can start working with ClickUp.

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Use ClickUp in a Workflow

Once connected, you can add ClickUp to any automation from the Workflows builder. Its triggers and tools appear in the Apps panel, marked with an MCP badge.
1

Add a trigger or action node

Open Workflows → New Workflow. On the canvas, click + Add Trigger (or the + below any node) to add a step.Add a trigger on the workflow canvas
2

Pick ClickUp from the Apps panel

In the Paths panel, open the Apps tab and select ClickUp. Use the search box if you have many connectors.Choose your app from the Apps list
3

Choose a trigger or tool

Pick the trigger or action you want. Configure its fields — required fields are marked with a red asterisk (*).
4

Add or select your account

Under Selected account, choose an already-connected account, or click Add Account to connect one now.
5

Save and test

Fill in the remaining fields and click Save. Use Test to verify the step, then toggle Publish when the workflow is ready.
The steps are the same for every connector. For the full workflow builder guide, see Using MCP in Workflows.

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5. Available tools

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6. Example usage

“Create a high-priority task in my Marketing list to follow up with the new lead by Friday.” Behind the scenes: Get Lists (to find the Marketing list) → Create Task. “What’s open in our Sprint list, and add a comment to the login bug saying I’m on it.” Behind the scenes: List All Tasks → Get Task → Create Task Comment.

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7. Permissions & data access

UnleashX CAN:
  • Read your Workspaces, Spaces, Folders, Lists, and Tasks.
  • Create, update, and delete tasks, Lists, Spaces, and Folders you have access to.
  • Post and read comments, and build checklists.
  • Read members, views, goals, and templates.
UnleashX CANNOT:
  • Access Workspaces or Spaces your ClickUp account can’t see.
  • Change ClickUp account or billing settings.
  • Act beyond the permissions your own ClickUp user has.
To disconnect: In UnleashX, open your agent → Data Connectors → ClickUp → Disconnect. To fully revoke access, go to ClickUp Settings → Apps and click Regenerate to invalidate the token. Either action stops access immediately.

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8. Troubleshooting

For general connection issues, see /mcp/integrations.

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9. Frequently asked questions

Is my data stored by UnleashX? UnleashX uses your token to call ClickUp live when a tool runs. It may cache short-lived snapshots to speed up navigation; you can clear them with Clear Snapshots. Can multiple team members connect? Yes. Each person creates their own Personal API Token and connects it to their agent. Each token reflects that person’s ClickUp permissions. How do I rotate my token? Go to ClickUp Settings → Apps, click Regenerate, then paste the new token into UnleashX. The old token stops working immediately. Can the agent delete things? Yes — Delete Task and Delete List remove items permanently. These are marked ⚠️ in the tools table.

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10. References