> ## Documentation Index
> Fetch the complete documentation index at: https://ai-kb.automationanywhere.com/llms.txt
> Use this file to discover all available pages before exploring further.

# ClickUp Toolkit

> Manage ClickUp workspaces, spaces, lists, tasks, goals, and time tracking via OAuth

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

1. Open the agent → **Toolkits** → add **ClickUp**.
2. Optionally set default workspace, space, or list in toolkit config.
3. Save the agent. In **Chat**, connect ClickUp when prompted.
4. `@`-mention ClickUp tools in the personality prompt for task and project work.

## Available tools

### 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        |

## Related

* [Asana](/agents/toolkits/asana)
* [Jira](/agents/toolkits/jira)
* [Toolkits overview](/agents/toolkits/overview)