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clickup Enterprise-grade ClickUp project management integration with advanced reporting, multi-workspace support, and client/project tracking. Core capabilities: (1) Multi-workspace task management with automatic workspace switching, (2) Advanced analytics & reporting (task counts, assignee breakdowns, status/priority analysis, daily standup reports) with automatic subtask inclusion and pagination, (3) Client folder organization with project tracking (📋 Client Overview, 📁 Completed Work, active project lists), (4) Full CRUD operations for spaces, folders, lists, tasks, and custom fields, (5) Time tracking & timer management with billing support, (6) Document creation and page management (API v3), (7) Task dependencies, linking, and relationship mapping, (8) Sales pipeline tracking with prospect/project status, (9) Retainer & recurring billing management. Built for agencies managing multiple clients across complex workspace hierarchies.
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下载 Zip 下载中... name clickup description Enterprise-grade ClickUp project management integration with advanced reporting, multi-workspace support, and client/project tracking. Core capabilities: (1) Multi-workspace task management with automatic workspace switching, (2) Advanced analytics & reporting (task counts, assignee breakdowns, status/priority analysis, daily standup reports) with automatic subtask inclusion and pagination, (3) Client folder organization with project tracking (📋 Client Overview, 📁 Completed Work, active project lists), (4) Full CRUD operations for spaces, folders, lists, tasks, and custom fields, (5) Time tracking & timer management with billing support, (6) Document creation and page management (API v3), (7) Task dependencies, linking, and relationship mapping, (8) Sales pipeline tracking with prospect/project status, (9) Retainer & recurring billing management. Built for agencies managing multiple clients across complex workspace hierarchies.
ClickUp Skill
Enterprise-grade ClickUp integration for agency workflows. Manage multiple clients, projects, and workspaces with advanced reporting, automatic subtask handling, and sophisticated folder organization.
Key Benefits
Feature Why It Matters 🔍 Always includes subtasks Never miss 70%+ of actual work — subtasks included automatically 📊 Advanced reporting Task counts, workload distribution, status breakdowns, standup reports 🏢 Multi-workspace Seamlessly switch between Client Work, Product Development, Personal Projects, and more 👥 Client organization Structured folders: 📋 Client Overview, 📁 Completed Work, active projects 📈 Sales pipeline Track proposals, negotiations, and project lifecycles
⏱️ Time tracking Built-in timers and manual entries with billing support
📄 Document management Create docs and pages via API v3
🔗 Task relationships Dependencies, blocking/waiting, and arbitrary task linking
Quick Start
Setup Set your ClickUp API token:
export CLICKUP_API_TOKEN="pk_your_token_here"
Get your token from: ClickUp Settings → Apps → Generate API Token
Basic Operations python skills/clickup/scripts/clickup_client.py get_teams
python skills/clickup/scripts/clickup_client.py create_task list_id="123" name="New Task" status="to do"
python skills/clickup/scripts/clickup_client.py update_task task_id="abc" status="in progress"
Workspace Hierarchy Team (Workspace)
├── Spaces
│ ├── Folders
│ │ └── Lists → Tasks
│ └── Lists (Folderless) → Tasks
└── Documents
All operations require explicit workspace identification via IDs.
Multi-Workspace Support This skill supports operations across multiple ClickUp workspaces:
Use get_teams to list available workspaces
Reference workspace by team_id in operations
Each workspace maintains independent spaces, folders, lists
Custom task IDs require both custom_task_ids=true and team_id
Common Workflows
Workflow: Create Task in Specific Workspace
Get workspace ID: get_teams
Get target space: get_spaces team_id="xxx"
Get or create list: get_folders space_id="yyy" → get_lists folder_id="zzz"
Create task: create_task list_id="aaa" name="Task" ...
Workflow: Configure Space Statuses
Get space: get_space space_id="xxx"
Update space with statuses: update_space space_id="xxx" statuses=[...]
Workflow: Track Time on Task python skills/clickup_client.py create_time_entry \
team_id="xxx" \
task_id="yyy" \
duration=3600000 \
description="Worked on feature"
python skills/clickup/scripts/clickup_client.py start_timer team_id="xxx" task_id="yyy"
python skills/clickup/scripts/clickup_client.py stop_timer team_id="xxx"
Workflow: Create Document Structure
Create doc: create_doc workspace_id="xxx" name="Project Docs"
Add pages: Use ClickUp UI (pages API is in beta)
Note: Documents use ClickUp API v3 (workspace_id instead of team_id).
Workflow: Reporting & Analytics Get task counts (with parent/subtask breakdown):
python skills/clickup/scripts/clickup_client.py task_counts team_id="xxx"
Get workload by assignee:
python skills/clickup/scripts/clickup_client.py assignee_breakdown team_id="xxx"
python skills/clickup/scripts/clickup_client.py status_breakdown team_id="xxx"
python skills/clickup/scripts/clickup_client.py priority_breakdown team_id="xxx"
Daily standup report (grouped by status):
python skills/clickup/scripts/clickup_client.py standup_report team_id="xxx"
python skills/clickup/scripts/clickup_client.py standup_report team_id="xxx" assignee_id="12345"
Get all tasks with pagination (auto-handled):
python skills/clickup/scripts/clickup_client.py get_all_tasks team_id="xxx"
Filter reports by space or assignee:
python skills/clickup/scripts/clickup_client.py task_counts team_id="xxx" space_ids='["SPACE_ID_HERE"]'
python skills/clickup/scripts/clickup_client.py get_all_tasks team_id="xxx" assignees='["12345"]'
python skills/clickup/scripts/clickup_client.py task_counts team_id="xxx" include_closed="true"
Critical Rules for Reporting:
Always include subtasks — Our methods do this automatically via subtasks=truePagination handled — get_all_tasks loops until all pages retrievedParent vs Subtask — Parents have parent: null, subtasks have parent: "task_id"Rate limit — 100 requests/min; our pagination respects this
Workflow: Link Doc to Task Option A - Add as attachment:
python skills/clickup/scripts/clickup_client.py link_doc_to_task \
task_id="xxx" \
doc_id="yyy"
Option B - Mention in description:
python skills/clickup/scripts/clickup_client.py mention_doc_in_task \
task_id="xxx" \
doc_id="yyy"
Both create clickable links to the document from the task.
Workflow: Task Dependencies Set up blocking relationship:
python skills/clickup/scripts/clickup_client.py add_dependency \
task_id="TASK_B_ID" \
depends_on="TASK_A_ID"
python skills/clickup/scripts/clickup_client.py get_dependencies \
task_id="TASK_B_ID"
python skills/clickup/scripts/clickup_client.py remove_dependency \
task_id="TASK_B_ID" \
depends_on="TASK_A_ID"
Set up reverse dependency (task is blocking another):
python skills/clickup/scripts/clickup_client.py add_dependency \
task_id="TASK_A_ID" \
waiting_on="TASK_B_ID"
Workflow: Link Related Tasks (Non-Dependency) For related tasks that aren't blocking each other:
python skills/clickup/scripts/clickup_client.py link_tasks \
task_id="TASK_A_ID" \
links_to="TASK_B_ID"
python skills/clickup/scripts/clickup_client.py unlink_tasks \
task_id="TASK_A_ID" \
links_to="TASK_B_ID"
Note: link_tasks creates a "linked task" relationship (appears in task's "Linked Tasks" section), while add_dependency creates blocking/waiting relationships.
Workflow: Bulk Task Operations For bulk operations, loop through tasks:
TASKS=$(python skills/clickup/scripts/clickup_client.py get_tasks list_id="xxx" )
Script Reference
scripts/clickup_client.py Main CLI interface for ClickUp operations.
python scripts/clickup_client.py <command > [key=value ...]
Workspace Operations
get_teams - List all accessible workspaces
Space Operations
get_spaces team_id="xxx" - List spacescreate_space team_id="xxx" name="Name" [options...] - Create spaceupdate_space space_id="xxx" [options...] - Update space
Folder Operations
get_folders space_id="xxx" - List folderscreate_folder space_id="xxx" name="Name" - Create folder
List Operations
get_lists folder_id="xxx" - Lists in folderget_space_lists space_id="xxx" - Folderless listscreate_list folder_id="xxx" name="Name" [options...] - Create in foldercreate_space_list space_id="xxx" name="Name" [options...] - Create folderless
Task Operations
get_task task_id="xxx" - Get task details (includes dependencies, linked tasks)get_tasks list_id="xxx" [filters...] - List taskscreate_task list_id="xxx" name="Name" [options...] - Create taskupdate_task task_id="xxx" [options...] - Update task
Time Tracking
get_time_entries team_id="xxx" [filters...] - List entriescreate_time_entry team_id="xxx" task_id="yyy" duration=3600000 [...] - Create entrystart_timer team_id="xxx" task_id="yyy" - Start timerstop_timer team_id="xxx" - Stop timer
Documents (API v3)
get_docs workspace_id="xxx" - List documentscreate_doc workspace_id="xxx" name="Name" [options...] - Create documentget_doc doc_id="xxx" - Get document details Note on Pages: Doc pages API is in beta. Pages may need to be created via ClickUp UI.
Doc-Task Linking
link_doc_to_task task_id="xxx" doc_id="yyy" - Attach doc URL to taskmention_doc_in_task task_id="xxx" doc_id="yyy" - Add doc link to task description
Task Dependencies (Blocking/Waiting On)
add_dependency task_id="xxx" depends_on="yyy" - Task is blocked by/waiting on another taskadd_dependency task_id="xxx" waiting_on="yyy" - Another task is blocked by/waiting on this taskremove_dependency task_id="xxx" depends_on="yyy" - Remove dependencyget_dependencies task_id="xxx" - List all dependencies for a task
Task Linking (Arbitrary Relationships)
link_tasks task_id="xxx" links_to="yyy" - Create arbitrary link between tasksunlink_tasks task_id="xxx" links_to="yyy" - Remove task link
Reporting & Analytics
get_all_tasks team_id="xxx" [include_closed="true"] [space_ids='["id1"]'] [assignees='["uid1"]'] - All tasks with auto-pagination (always includes subtasks)task_counts team_id="xxx" [filters...] - Count breakdown: total, parents, subtasks, unassignedassignee_breakdown team_id="xxx" [filters...] - Workload distribution by assigneestatus_breakdown team_id="xxx" [filters...] - Tasks grouped by statuspriority_breakdown team_id="xxx" [filters...] - Tasks grouped by prioritystandup_report team_id="xxx" [assignee_id="yyy"] - Daily standup report grouped by status
Documents
get_docs team_id="xxx" - List documentscreate_doc team_id="xxx" name="Name" [options...] - Create document
Advanced Configuration
Custom Fields To work with custom fields:
Get field definitions: GET /list/{list_id}/field (see API Reference)
Set values when creating/updating tasks:
python skills/clickup/scripts/clickup_client.py update_task \
task_id="xxx" \
'custom_fields=[{"id":"field_id","value":"value"}]'
Status Configuration When creating/updating spaces or lists:
python skills/clickup/scripts/clickup_client.py update_space \
space_id="xxx" \
'statuses=[{"status":"To Do","type":"open"},{"status":"Done","type":"closed"}]'
Priority Levels
1 - Urgent2 - High3 - Normal4 - Low
Error Handling Common errors and solutions:
Error Cause Solution 401 UnauthorizedInvalid API token Check CLICKUP_API_TOKEN 404 Not FoundInvalid ID Verify workspace/space/folder/list/task IDs 429 Too Many RequestsRate limit Wait and retry (100 req/min limit) 400 Bad RequestInvalid parameters Check JSON format in arguments
Python Client Usage For complex operations, import the client directly:
from skills.clickup.scripts.clickup_client import ClickUpClient
client = ClickUpClient()
teams = client.get_teams()
task = client.create_task(
list_id="123" ,
name="Complex Task" ,
description="Detailed description" ,
assignees=[123 , 456 ],
tags=["urgent" , "client" ],
priority=2 ,
due_date=1704067200000 ,
time_estimate=14400000
)
References
Best Practices
Store IDs : Workspace/space/folder/list IDs rarely change. Store them in TOOLS.md for quick reference.Custom Task IDs : If using custom IDs, always include custom_task_ids=true and team_id in task operations.Rate Limiting : Space out bulk operations to avoid 429 errors.Time Tracking : Use milliseconds for all duration/timestamp values.Multi-Workspace : Always double-check team_id when working across workspaces to avoid modifying wrong workspace. 