clickup

name	clickup
description	Enables Claude to create, manage, and track tasks and projects in ClickUp via Playwright MCP
category	productivity

ClickUp Skill

Overview

Claude can manage your ClickUp workspace to create tasks, organize projects, track goals, and collaborate with teams. An all-in-one productivity platform with extensive customization.

Quick Install

curl -sSL https://canifi.com/skills/clickup/install.sh | bash

Or manually:

cp -r skills/clickup ~/.canifi/skills/

Setup

Configure via canifi-env:

# First, ensure canifi-env is installed:
# curl -sSL https://canifi.com/install.sh | bash

canifi-env set CLICKUP_EMAIL "[e-mail]"

Privacy & Authentication

Your credentials, your choice. Canifi LifeOS respects your privacy.

Option 1: Manual Browser Login (Recommended)

If you prefer not to share credentials with Claude Code:

1. Complete the Browser Automation Setup using CDP mode
2. Login to the service manually in the Playwright-controlled Chrome window
3. Claude will use your authenticated session without ever seeing your password

Option 2: Environment Variables

If you're comfortable sharing credentials, you can store them locally:

canifi-env set SERVICE_EMAIL "your-email"
canifi-env set SERVICE_PASSWORD "your-password"

Note: Credentials stored in canifi-env are only accessible locally on your machine and are never transmitted.

Capabilities

• Create and manage tasks
• Organize with spaces and folders
• Set priorities and due dates
• Track time on tasks
• Create custom statuses
• Use custom fields
• Set goals and targets
• Create docs and wikis
• Use whiteboards
• Automate workflows
• Create dashboards
• Manage sprints

Usage Examples

Example 1: Create Task

User: "Add a task 'Update documentation' to the Engineering space"
Claude: Opens space, creates task.
        Confirms: "Task 'Update documentation' created in Engineering"

Example 2: View Tasks

User: "What tasks are assigned to me in ClickUp?"
Claude: Opens My Tasks view, lists items.
        Reports: "8 tasks assigned: 2 Urgent, 4 High, 2 Normal priority"

Example 3: Update Task

User: "Mark the API refactor task as in progress"
Claude: Finds task, updates status to In Progress.
        Confirms: "Task status updated to In Progress"

Example 4: Track Goal

User: "What's our progress on Q4 goals?"
Claude: Opens Goals, reads progress.
        Reports: "Q4 Goals: 67% complete. Revenue target 80%, Feature launches 50%"

Authentication Flow

1. Claude navigates to app.clickup.com via Playwright MCP
2. Enters CLICKUP_EMAIL for authentication
3. Handles 2FA if required (notifies user via iMessage)
4. Maintains session for operations

Selectors Reference

// Sidebar
'.sidebar__content'

// Space list
'.sidebar__spaces'

// Task list
'.task-list'

// Task row
'.cu-task-row'

// Add task button
'.cu-add-task-button'

// Task name input
'.cu-task-title__input'

// Status dropdown
'.cu-status-button'

// Priority selector
'.cu-priority-button'

// Due date picker
'.cu-datepicker'

// Assignee
'.cu-assignee-button'

Error Handling

• Login Failed: Retry 3 times, notify user via iMessage
• Session Expired: Re-authenticate automatically
• Space Not Found: List available spaces, ask user
• Task Create Failed: Retry, verify folder access
• Status Update Failed: Check custom status configuration
• Permission Denied: Notify user of access issue

Self-Improvement Instructions

When you learn a better way to accomplish a task with ClickUp:

1. Document the improvement in your response
2. Suggest updating this skill file with the new approach
3. Include specific workspace organization patterns
4. Note useful automation configurations

Notes

• Hierarchical structure: Workspace > Space > Folder > List > Task
• Custom statuses per list or folder
• Multiple views: list, board, calendar, Gantt, timeline
• Goals with measurable targets
• Docs for documentation
• Whiteboards for visual collaboration
• Sprint points for agile
• API available for automation