clickup

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, (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.
env	[{"name":"CLICKUP_API_TOKEN","description":"ClickUp personal API token. Generate at: ClickUp Settings → Apps → Generate API Token","required":true}]
dependencies	["python3","pip:requests"]

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 Elevated, Atrium, Winch Life, 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

List all workspaces:

python scripts/clickup_client.py get_teams

Create a task:

python scripts/clickup_client.py create_task list_id="123" name="New Task" status="to do"

Update a task:

python 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:

1. Use get_teams to list available workspaces
2. Reference workspace by team_id in operations
3. Each workspace maintains independent spaces, folders, lists
4. Custom task IDs require both custom_task_ids=true and team_id

Common Workflows

Workflow: Create Task in Specific Workspace

1. Get workspace ID: get_teams
2. Get target space: get_spaces team_id="xxx"
3. Get or create list: get_folders space_id="yyy" → get_lists folder_id="zzz"
4. Create task: create_task list_id="aaa" name="Task" ...

Workflow: Configure Space Statuses

1. Get space: get_space space_id="xxx"
2. Update space with statuses: update_space space_id="xxx" statuses=[...]

See API Reference for status configuration format.

Workflow: Track Time on Task

Option A - Manual Entry:

python scripts/clickup_client.py create_time_entry \
  team_id="xxx" \
  task_id="yyy" \
  duration=3600000 \
  description="Worked on feature"

Option B - Timer:

# Start timer
python scripts/clickup_client.py start_timer team_id="xxx" task_id="yyy"

# Stop timer (stops current running timer for user)
python scripts/clickup_client.py stop_timer team_id="xxx"

Workflow: Create Document Structure

1. Create doc: create_doc workspace_id="xxx" name="Project Docs"
2. 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 scripts/clickup_client.py task_counts team_id="xxx"
# Returns: {"total": 50, "parents": 20, "subtasks": 30, "unassigned": 5}

Get workload by assignee:

python scripts/clickup_client.py assignee_breakdown team_id="xxx"
# Returns: {"John Doe": 15, "Jane Smith": 12, "Unassigned": 8}

Get tasks by status:

python scripts/clickup_client.py status_breakdown team_id="xxx"
# Returns: {"to do": 20, "in progress": 10, "complete": 15}

Get tasks by priority:

python scripts/clickup_client.py priority_breakdown team_id="xxx"
# Returns: {"urgent": 2, "high": 5, "normal": 15, "low": 8, "none": 20}

Daily standup report (grouped by status):

# All team members
python scripts/clickup_client.py standup_report team_id="xxx"

# Specific person (use user ID)
python scripts/clickup_client.py standup_report team_id="xxx" assignee_id="12345"

Get all tasks with pagination (auto-handled):

python scripts/clickup_client.py get_all_tasks team_id="xxx"
# Always includes subtasks automatically (critical!)

Filter reports by space or assignee:

# Specific space
python scripts/clickup_client.py task_counts team_id="xxx" space_ids='["90172290075"]'

# Specific assignee
python scripts/clickup_client.py get_all_tasks team_id="xxx" assignees='["12345"]'

# Include closed tasks
python scripts/clickup_client.py task_counts team_id="xxx" include_closed="true"

Critical Rules for Reporting:

1. Always include subtasks — Our methods do this automatically via subtasks=true
2. Pagination handled — get_all_tasks loops until all pages retrieved
3. Parent vs Subtask — Parents have parent: null, subtasks have parent: "task_id"
4. Rate limit — 100 requests/min; our pagination respects this

Workflow: Link Doc to Task

Option A - Add as attachment:

python scripts/clickup_client.py link_doc_to_task \
  task_id="xxx" \
  doc_id="yyy"

Option B - Mention in description:

python 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:

# Task B is blocked by/waiting on Task A
python scripts/clickup_client.py add_dependency \
  task_id="TASK_B_ID" \
  depends_on="TASK_A_ID"

# Check dependencies
python scripts/clickup_client.py get_dependencies \
  task_id="TASK_B_ID"

# Remove dependency
python scripts/clickup_client.py remove_dependency \
  task_id="TASK_B_ID" \
  depends_on="TASK_A_ID"

Set up reverse dependency (task is blocking another):

# Task A is blocking Task B
python 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:

# Link Task A to Task B (arbitrary relationship)
python scripts/clickup_client.py link_tasks \
  task_id="TASK_A_ID" \
  links_to="TASK_B_ID"

# Remove link
python 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:

# Get tasks
TASKS=$(python scripts/clickup_client.py get_tasks list_id="xxx")

# Process each (parse JSON and loop)

Script Reference

scripts/clickup_client.py

Main CLI interface for ClickUp operations.

Usage:

python scripts/clickup_client.py <command> [key=value ...]

Commands:

Workspace Operations

• get_teams - List all accessible workspaces

Space Operations

• get_spaces team_id="xxx" - List spaces
• create_space team_id="xxx" name="Name" [options...] - Create space
• update_space space_id="xxx" [options...] - Update space

Folder Operations

• get_folders space_id="xxx" - List folders
• create_folder space_id="xxx" name="Name" - Create folder

List Operations

• get_lists folder_id="xxx" - Lists in folder
• get_space_lists space_id="xxx" - Folderless lists
• create_list folder_id="xxx" name="Name" [options...] - Create in folder
• create_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 tasks
• create_task list_id="xxx" name="Name" [options...] - Create task
• update_task task_id="xxx" [options...] - Update task

Time Tracking

• get_time_entries team_id="xxx" [filters...] - List entries
• create_time_entry team_id="xxx" task_id="yyy" duration=3600000 [...] - Create entry
• start_timer team_id="xxx" task_id="yyy" - Start timer
• stop_timer team_id="xxx" - Stop timer

Documents (API v3)

• get_docs workspace_id="xxx" - List documents
• create_doc workspace_id="xxx" name="Name" [options...] - Create document
• get_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 task
• mention_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 task
• add_dependency task_id="xxx" waiting_on="yyy" - Another task is blocked by/waiting on this task
• remove_dependency task_id="xxx" depends_on="yyy" - Remove dependency
• get_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 tasks
• unlink_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, unassigned
• assignee_breakdown team_id="xxx" [filters...] - Workload distribution by assignee
• status_breakdown team_id="xxx" [filters...] - Tasks grouped by status
• priority_breakdown team_id="xxx" [filters...] - Tasks grouped by priority
• standup_report team_id="xxx" [assignee_id="yyy"] - Daily standup report grouped by status

Documents

• get_docs team_id="xxx" - List documents
• create_doc team_id="xxx" name="Name" [options...] - Create document

Advanced Configuration

Custom Fields

To work with custom fields:

1. Get field definitions: GET /list/{list_id}/field (see API Reference)
2. Set values when creating/updating tasks:

   python 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 scripts/clickup_client.py update_space \
  space_id="xxx" \
  'statuses=[{"status":"To Do","type":"open"},{"status":"Done","type":"closed"}]'

Priority Levels

• 1 - Urgent
• 2 - High
• 3 - Normal
• 4 - Low

Error Handling

Common errors and solutions:

Error	Cause	Solution
401 Unauthorized	Invalid API token	Check CLICKUP_API_TOKEN
404 Not Found	Invalid ID	Verify workspace/space/folder/list/task IDs
429 Too Many Requests	Rate limit	Wait and retry (100 req/min limit)
400 Bad Request	Invalid parameters	Check JSON format in arguments

Python Client Usage

For complex operations, import the client directly:

from scripts.clickup_client import ClickUpClient

client = ClickUpClient()

# Get all workspaces
teams = client.get_teams()

# Create task with full control
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

• API Details: See references/api_reference.md for complete endpoint documentation, request/response formats, and field types.
• ClickUp API Docs: https://clickup.com/api

Best Practices

1. Store IDs: Workspace/space/folder/list IDs rarely change. Store them in TOOLS.md for quick reference.
2. Custom Task IDs: If using custom IDs, always include custom_task_ids=true and team_id in task operations.
3. Rate Limiting: Space out bulk operations to avoid 429 errors.
4. Time Tracking: Use milliseconds for all duration/timestamp values.
5. Multi-Workspace: Always double-check team_id when working across workspaces to avoid modifying wrong workspace.