Clickup Automation

1---
2name: clickup-automation
3description: "Automate ClickUp project management including tasks, spaces, folders, lists, comments, and team operations via Rube MCP (Composio). Always search tools first for current schemas."
4requires:
5  mcp: [rube]
6---
7 
8# ClickUp Automation via Rube MCP
9 
10Automate ClickUp project management workflows including task creation and updates, workspace hierarchy navigation, comments, and team member management through Composio's ClickUp toolkit.
11 
12## Prerequisites
13 
14- Rube MCP must be connected (RUBE_SEARCH_TOOLS available)
15- Active ClickUp connection via `RUBE_MANAGE_CONNECTIONS` with toolkit `clickup`
16- Always call `RUBE_SEARCH_TOOLS` first to get current tool schemas
17 
18## Setup
19 
20**Get Rube MCP**: Add `https://rube.app/mcp` as an MCP server in your client configuration. No API keys needed — just add the endpoint and it works.
21 
22 
231. Verify Rube MCP is available by confirming `RUBE_SEARCH_TOOLS` responds
242. Call `RUBE_MANAGE_CONNECTIONS` with toolkit `clickup`
253. If connection is not ACTIVE, follow the returned auth link to complete ClickUp OAuth
264. Confirm connection status shows ACTIVE before running any workflows
27 
28## Core Workflows
29 
30### 1. Create and Manage Tasks
31 
32**When to use**: User wants to create tasks, subtasks, update task properties, or list tasks in a ClickUp list.
33 
34**Tool sequence**:
351. `CLICKUP_GET_AUTHORIZED_TEAMS_WORKSPACES` - Get workspace/team IDs [Prerequisite]
362. `CLICKUP_GET_SPACES` - List spaces in the workspace [Prerequisite]
373. `CLICKUP_GET_FOLDERS` - List folders in a space [Prerequisite]
384. `CLICKUP_GET_FOLDERLESS_LISTS` - Get lists not inside folders [Optional]
395. `CLICKUP_GET_LIST` - Validate list and check available statuses [Prerequisite]
406. `CLICKUP_CREATE_TASK` - Create a task in the target list [Required]
417. `CLICKUP_CREATE_TASK` (with `parent`) - Create subtask under a parent task [Optional]
428. `CLICKUP_UPDATE_TASK` - Modify task status, assignees, dates, priority [Optional]
439. `CLICKUP_GET_TASK` - Retrieve full task details [Optional]
4410. `CLICKUP_GET_TASKS` - List all tasks in a list with filters [Optional]
4511. `CLICKUP_DELETE_TASK` - Permanently remove a task [Optional]
46 
47**Key parameters for CLICKUP_CREATE_TASK**:
48- `list_id`: Target list ID (integer, required)
49- `name`: Task name (string, required)
50- `description`: Detailed task description
51- `status`: Must exactly match (case-sensitive) a status name configured in the target list
52- `priority`: 1 (Urgent), 2 (High), 3 (Normal), 4 (Low)
53- `assignees`: Array of user IDs (integers)
54- `due_date`: Unix timestamp in milliseconds
55- `parent`: Parent task ID string for creating subtasks
56- `tags`: Array of tag name strings
57- `time_estimate`: Estimated time in milliseconds
58 
59**Pitfalls**:
60- `status` is case-sensitive and must match an existing status in the list; use `CLICKUP_GET_LIST` to check available statuses
61- `due_date` and `start_date` are Unix timestamps in **milliseconds**, not seconds
62- Subtask `parent` must be a task (not another subtask) in the same list
63- `notify_all` triggers watcher notifications; set to false for bulk operations
64- Retries can create duplicates; track created task IDs to avoid re-creation
65- `custom_item_id` for milestones (ID 1) is subject to workspace plan quotas
66 
67### 2. Navigate Workspace Hierarchy
68 
69**When to use**: User wants to browse or manage the ClickUp workspace structure (Workspaces > Spaces > Folders > Lists).
70 
71**Tool sequence**:
721. `CLICKUP_GET_AUTHORIZED_TEAMS_WORKSPACES` - List all accessible workspaces [Required]
732. `CLICKUP_GET_SPACES` - List spaces within a workspace [Required]
743. `CLICKUP_GET_SPACE` - Get details for a specific space [Optional]
754. `CLICKUP_GET_FOLDERS` - List folders in a space [Required]
765. `CLICKUP_GET_FOLDER` - Get details for a specific folder [Optional]
776. `CLICKUP_CREATE_FOLDER` - Create a new folder in a space [Optional]
787. `CLICKUP_GET_FOLDERLESS_LISTS` - List lists not inside any folder [Required]
798. `CLICKUP_GET_LIST` - Get list details including statuses and custom fields [Optional]
80 
81**Key parameters**:
82- `team_id`: Workspace ID from GET_AUTHORIZED_TEAMS_WORKSPACES (required for spaces)
83- `space_id`: Space ID (required for folders and folderless lists)
84- `folder_id`: Folder ID (required for GET_FOLDER)
85- `list_id`: List ID (required for GET_LIST)
86- `archived`: Boolean filter for archived/active items
87 
88**Pitfalls**:
89- ClickUp hierarchy is: Workspace (Team) > Space > Folder > List > Task
90- Lists can exist directly under Spaces (folderless) or inside Folders
91- Must use `CLICKUP_GET_FOLDERLESS_LISTS` to find lists not inside folders; `CLICKUP_GET_FOLDERS` only returns folders
92- `team_id` in ClickUp API refers to the Workspace ID, not a user group
93 
94### 3. Add Comments to Tasks
95 
96**When to use**: User wants to add comments, review existing comments, or manage comment threads on tasks.
97 
98**Tool sequence**:
991. `CLICKUP_GET_TASK` - Verify task exists and get task_id [Prerequisite]
1002. `CLICKUP_CREATE_TASK_COMMENT` - Add a new comment to the task [Required]
1013. `CLICKUP_GET_TASK_COMMENTS` - List existing comments on the task [Optional]
1024. `CLICKUP_UPDATE_COMMENT` - Edit comment text, assignee, or resolution status [Optional]
103 
104**Key parameters for CLICKUP_CREATE_TASK_COMMENT**:
105- `task_id`: Task ID string (required)
106- `comment_text`: Comment content with ClickUp formatting support (required)
107- `assignee`: User ID to assign the comment to (required)
108- `notify_all`: true/false for watcher notifications (required)
109 
110**Key parameters for CLICKUP_GET_TASK_COMMENTS**:
111- `task_id`: Task ID string (required)
112- `start` / `start_id`: Pagination for older comments (max 25 per page)
113 
114**Pitfalls**:
115- `CLICKUP_CREATE_TASK_COMMENT` requires all four fields: `task_id`, `comment_text`, `assignee`, and `notify_all`
116- `assignee` on a comment assigns the comment (not the task) to that user
117- Comments are paginated at 25 per page; use `start` (Unix ms) and `start_id` for older pages
118- `CLICKUP_UPDATE_COMMENT` requires all four fields: `comment_id`, `comment_text`, `assignee`, `resolved`
119 
120### 4. Manage Team Members and Assignments
121 
122**When to use**: User wants to view workspace members, check seat utilization, or look up user details.
123 
124**Tool sequence**:
1251. `CLICKUP_GET_AUTHORIZED_TEAMS_WORKSPACES` - List workspaces and get team_id [Required]
1262. `CLICKUP_GET_WORKSPACE_SEATS` - Check seat utilization (members vs guests) [Required]
1273. `CLICKUP_GET_TEAMS` - List user groups within the workspace [Optional]
1284. `CLICKUP_GET_USER` - Get details for a specific user (Enterprise only) [Optional]
1295. `CLICKUP_GET_CUSTOM_ROLES` - List custom permission roles [Optional]
130 
131**Key parameters**:
132- `team_id`: Workspace ID (required for all team operations)
133- `user_id`: Specific user ID for GET_USER
134- `group_ids`: Comma-separated group IDs to filter teams
135 
136**Pitfalls**:
137- `CLICKUP_GET_WORKSPACE_SEATS` returns seat counts, not member details; distinguish members from guests
138- `CLICKUP_GET_TEAMS` returns user groups, not workspace members; empty groups does not mean no members
139- `CLICKUP_GET_USER` is only available on ClickUp Enterprise Plan
140- Must repeat workspace seat queries for each workspace in multi-workspace setups
141 
142### 5. Filter and Query Tasks
143 
144**When to use**: User wants to find tasks with specific filters (status, assignee, dates, tags, custom fields).
145 
146**Tool sequence**:
1471. `CLICKUP_GET_TASKS` - Filter tasks in a list with multiple criteria [Required]
1482. `CLICKUP_GET_TASK` - Get full details for individual tasks [Optional]
149 
150**Key parameters for CLICKUP_GET_TASKS**:
151- `list_id`: List ID (integer, required)
152- `statuses`: Array of status strings to filter by
153- `assignees`: Array of user ID strings
154- `tags`: Array of tag name strings
155- `due_date_gt` / `due_date_lt`: Unix timestamp in ms for date range
156- `include_closed`: Boolean to include closed tasks
157- `subtasks`: Boolean to include subtasks
158- `order_by`: "id", "created", "updated", or "due_date"
159- `page`: Page number starting at 0 (max 100 tasks per page)
160 
161**Pitfalls**:
162- Only tasks whose home list matches `list_id` are returned; tasks in sublists are not included
163- Date filters use Unix timestamps in milliseconds
164- Status strings must match exactly; use URL encoding for spaces (e.g., "to%20do")
165- Page numbering starts at 0; each page returns up to 100 tasks
166- `custom_fields` filter accepts an array of JSON strings, not objects
167 
168## Common Patterns
169 
170### ID Resolution
171Always resolve names to IDs through the hierarchy:
172- **Workspace name -> team_id**: `CLICKUP_GET_AUTHORIZED_TEAMS_WORKSPACES` and match by name
173- **Space name -> space_id**: `CLICKUP_GET_SPACES` with `team_id`
174- **Folder name -> folder_id**: `CLICKUP_GET_FOLDERS` with `space_id`
175- **List name -> list_id**: Navigate folders or use `CLICKUP_GET_FOLDERLESS_LISTS`
176- **Task name -> task_id**: `CLICKUP_GET_TASKS` with `list_id` and match by name
177 
178### Pagination
179- `CLICKUP_GET_TASKS`: Page-based with `page` starting at 0, max 100 tasks per page
180- `CLICKUP_GET_TASK_COMMENTS`: Uses `start` (Unix ms) and `start_id` for cursor-based paging, max 25 per page
181- Continue fetching until response returns fewer items than the page size
182 
183## Known Pitfalls
184 
185### ID Formats
186- Workspace/Team IDs are large integers
187- Space, folder, and list IDs are integers
188- Task IDs are alphanumeric strings (e.g., "9hz", "abc123")
189- User IDs are integers
190- Comment IDs are integers
191 
192### Rate Limits
193- ClickUp enforces rate limits; bulk task creation can trigger 429 responses
194- Honor `Retry-After` header when present
195- Set `notify_all=false` for bulk operations to reduce notification load
196 
197### Parameter Quirks
198- `team_id` in the API means Workspace ID, not a user group
199- `status` on tasks is case-sensitive and list-specific
200- Dates are Unix timestamps in **milliseconds** (multiply seconds by 1000)
201- `priority` is an integer 1-4 (1=Urgent, 4=Low), not a string
202- `CLICKUP_CREATE_TASK_COMMENT` marks `assignee` and `notify_all` as required
203- To clear a task description, pass a single space `" "` to `CLICKUP_UPDATE_TASK`
204 
205### Hierarchy Rules
206- Subtask parent must not itself be a subtask
207- Subtask parent must be in the same list
208- Lists can be folderless (directly in a Space) or inside a Folder
209- Subitem boards are not supported by CLICKUP_CREATE_TASK
210 
211## Quick Reference
212 
213| Task | Tool Slug | Key Params |
214|------|-----------|------------|
215| List workspaces | `CLICKUP_GET_AUTHORIZED_TEAMS_WORKSPACES` | (none) |
216| List spaces | `CLICKUP_GET_SPACES` | `team_id` |
217| Get space details | `CLICKUP_GET_SPACE` | `space_id` |
218| List folders | `CLICKUP_GET_FOLDERS` | `space_id` |
219| Get folder details | `CLICKUP_GET_FOLDER` | `folder_id` |
220| Create folder | `CLICKUP_CREATE_FOLDER` | `space_id`, `name` |
221| Folderless lists | `CLICKUP_GET_FOLDERLESS_LISTS` | `space_id` |
222| Get list details | `CLICKUP_GET_LIST` | `list_id` |
223| Create task | `CLICKUP_CREATE_TASK` | `list_id`, `name`, `status`, `assignees` |
224| Update task | `CLICKUP_UPDATE_TASK` | `task_id`, `status`, `priority` |
225| Get task | `CLICKUP_GET_TASK` | `task_id`, `include_subtasks` |
226| List tasks | `CLICKUP_GET_TASKS` | `list_id`, `statuses`, `page` |
227| Delete task | `CLICKUP_DELETE_TASK` | `task_id` |
228| Add comment | `CLICKUP_CREATE_TASK_COMMENT` | `task_id`, `comment_text`, `assignee` |
229| List comments | `CLICKUP_GET_TASK_COMMENTS` | `task_id`, `start`, `start_id` |
230| Update comment | `CLICKUP_UPDATE_COMMENT` | `comment_id`, `comment_text`, `resolved` |
231| Workspace seats | `CLICKUP_GET_WORKSPACE_SEATS` | `team_id` |
232| List user groups | `CLICKUP_GET_TEAMS` | `team_id` |
233| Get user details | `CLICKUP_GET_USER` | `team_id`, `user_id` |
234| Custom roles | `CLICKUP_GET_CUSTOM_ROLES` | `team_id` |
235