Project management
Manage ClickUp tasks, comments, and time entries with agents.
Agents create tasks from requests, move work between statuses, log time, and report on lists. ClickUp trigger events start an agent when a task, comment, list, folder, space, or goal changes.
5,000 free credits to start.
Agent reach
ClickUp API v2 and v3
The full surface, searched at run time.
Connect with
- API key
- Your own OAuth app
Set the workspace ID on the connection if the token can see more than one ClickUp workspace. Helios registers the webhook for trigger events there.
Event triggers
Yes · 4 events
Plus manual, schedule, and signed webhook.
What the agent can do
What agents do with ClickUp
Helios searches the ClickUp API v2 and v3 at run time. The agent finds the endpoint the task needs and calls it.
- Call ClickUp API v2 and v3 with your connected user's permissions.
- Create tasks with a list, priority, assignee, due date, and tags.
- Move tasks between statuses and update their fields.
- Log time on tasks in Spaces with time tracking turned on, and read time entries.
- Comment on tasks and reply to the people who ask the agent.
- Attach files to tasks and read the files attached to them.
- Start a run when a task is created, updated, moved, or deleted, when a comment is added or edited, or when a list, folder, space, or goal changes.
Examples
Tasks you can hand to a ClickUp agent
Triage every new task
The agent reads the new task, checks for duplicates in the list, then sets priority and an assignee.
On each new task in the Support list: set priority, add tags, and assign an owner.
- clickup·read the task and its list
- clickup·search open tasks for duplicates
- clickup·set priority, tags, and assignee
Task triaged
- Priority High · tagged `billing`
- Linked to an open task with the same error
- Assigned to the billing on-call engineer
Hand off work when a task moves to review
When a task moves to In Review, the agent checks the linked pull request and posts a summary for the reviewer.
When a task moves to In Review, summarize the linked pull request in a comment.
- clickup·read the task and its description
- github·read the linked pull request
- clickup·comment with a review summary
Summary posted for review
- Four files changed in the invoice export
- Tests added for the empty-invoice case
- One open question about the date format
Report on a list every week
A scheduled agent reads a list, groups its tasks by status and owner, and posts what moved and what is stuck.
Every Friday, report on the Roadmap list and post it to Slack.
- clickup·list tasks and their statuses
- code·group by status and owner
- slack·post the report to #product
Roadmap weekly report
- 9 tasks complete, 6 in progress
- 3 overdue, all waiting on design
- 21 hours logged this week
Event triggers
Start a run on ClickUp events
Attach any of these events to a workflow and filter on the fields that matter. Manual, schedule, and signed webhook triggers work too.
| Event | What it means |
|---|---|
task.created | A task is created in a list. |
task.updated | A task changes. Filter on the status it moved to, such as in progress or complete. |
task.moved | A task moves to another list, such as from triage to a team's backlog. |
comment.created | Someone comments on a task, so an agent can answer or pick up the follow-up. |
Works with
ClickUp works with the rest of your stack
One agent, one run, several services. It reads from one tool and writes to the next in the same sandbox.
FAQ
Questions, answered
Put an agent on ClickUp.
Connect it once and describe the task in chat. Then reuse the prompt as a workflow on a schedule or a webhook.