Build a Pydantic AI Agent in ClickUp

This guide shows you how to use ClickUp to configure and run a Pydantic AI Agent with tools, prompts, and secure environment variables, all inside an AI Task Agent.

You will learn how to define the agent, connect tools, and run it safely so you can automate complex workflows without leaving your workspace.

What is a Pydantic AI Agent in ClickUp?

A Pydantic AI Agent is an AI-powered assistant defined with the Pydantic framework. It uses structured models and tools to perform tasks, reason about data, and return reliable outputs.

Inside ClickUp, you can run this agent as part of an AI Task Agent, so every execution is tracked in your tasks and workflows.

• Use structured inputs and outputs.
• Add one or more tools for external actions.
• Control behavior with system and user prompts.
• Securely access environment variables.

How ClickUp Runs the Pydantic AI Agent

ClickUp uses its AI Task Agent to manage each call to the Pydantic AI Agent. Every run:

• Reads your Pydantic agent definition.
• Loads environment variables from the Task Agent.
• Initializes configured tools.
• Executes the agent with your prompts and input.
• Captures the response and status in the task.

This architecture keeps logic in your Pydantic agent code while ClickUp handles orchestration, credentials, and storage.

Prerequisites for Using ClickUp with Pydantic

Before you start, make sure you have:

• An active workspace and access to AI features in ClickUp.
• A Pydantic AI Agent definition hosted in your environment or application.
• Any API keys you need for tools, stored as environment variables.

You should also be familiar with the Pydantic AI concept of tools and models so you can map them correctly in ClickUp.

Step-by-Step: Configure the Agent in ClickUp

Follow these steps to connect your Pydantic AI Agent to an AI Task Agent.

Step 1: Create or Open an AI Task Agent in ClickUp

1. Open your workspace and navigate to the automation or AI section that manages Task Agents.
2. Create a new AI Task Agent or open an existing one where you want the Pydantic logic to run.
3. Name the agent clearly so teammates know it uses a Pydantic AI Agent under the hood.

The AI Task Agent acts as the execution wrapper that ClickUp uses to call your Pydantic agent.

Step 2: Select the Pydantic AI Agent Type

1. In the Task Agent configuration panel, find the section where you define the AI behavior.
2. Choose the option that indicates you are using a Pydantic AI Agent.
3. Provide the reference or configuration details required to locate your Pydantic definition (for example, an endpoint, ID, or configuration block, depending on your setup).

This tells ClickUp which Pydantic AI Agent to invoke for each run of the Task Agent.

Step 3: Configure System and User Prompts in ClickUp

Prompts control how the agent behaves at runtime. In the AI Task Agent:

1. Add a system prompt that defines the role and rules for the Pydantic AI Agent.
   • Example: “You are a structured assistant that uses tools only when needed and always returns valid JSON.”
2. Add a user prompt template that maps ClickUp task fields to the agent input.
   • Example: Insert task title and description so they become the query for the agent.

Keep prompts concise and explicit so your Pydantic AI Agent can stay within the schema you defined.

Connect Tools for the Pydantic AI Agent in ClickUp

Tools allow the Pydantic AI Agent to call external APIs, search, or run code. ClickUp lets you configure these tools within the Task Agent.

Step 4: Add Tools to the Task Agent

1. Locate the tools or actions section in your AI Task Agent configuration.
2. For each tool used in your Pydantic AI Agent definition, add the corresponding tool in ClickUp.
3. Ensure the tool names and parameters match what your Pydantic model expects, so the agent can call them correctly.

The Task Agent will load these tools at runtime and pass them to your Pydantic AI Agent.

Step 5: Map Environment Variables in ClickUp

Many tools need API keys or secrets. In ClickUp:

1. Open the environment or credentials section of the AI Task Agent.
2. Create environment variables that match the names referenced by your Pydantic AI Agent and tools.
3. Paste API keys or secrets into these variables, keeping them hidden from regular task content.

At runtime, ClickUp injects these environment variables into the execution context so the Pydantic AI Agent and tools can authenticate securely.

Run and Test the Pydantic AI Agent in ClickUp

Step 6: Trigger a Test Run

1. Attach the AI Task Agent to a test task or set of tasks inside your workspace.
2. Trigger the agent manually or via an automation rule, such as when a task status changes.
3. Wait for ClickUp to execute the Pydantic AI Agent and review the generated output.

Confirm that:

• The agent respects your system prompt.
• Tools are called when needed.
• Outputs follow the expected Pydantic schema.

Step 7: Debug and Refine Configuration

If results are not as expected, adjust the setup in ClickUp:

• Refine system and user prompts to be more specific.
• Check that tool names and parameters match the Pydantic AI Agent definition.
• Verify environment variables are correctly named and valid.

Repeat a few test runs until the Pydantic AI Agent behaves consistently across your sample tasks.

Best Practices for ClickUp Pydantic AI Workflows

• Keep prompts stable: Avoid frequent changes that can break your structured outputs.
• Log important fields: Store key parts of the agent response in ClickUp task fields for reporting.
• Limit tool scope: Only expose the tools required for each workflow to keep the agent predictable.
• Secure credentials: Never place keys in prompts or task descriptions; always use environment variables.

These practices help maintain reliable and safe automations as you scale your Pydantic AI usage in ClickUp.

Where to Learn More About ClickUp and Pydantic AI

For deeper technical details about the Pydantic AI Agent model and features used with ClickUp, review the original specification:

Official Pydantic AI Agent reference

If you want expert consulting on how to design robust AI workflows and optimize them for productivity tools, you can also visit Consultevo for strategy and implementation support.

Once your Pydantic AI Agent is configured in an AI Task Agent, you can reuse it across projects, templates, and automations, turning ClickUp into a powerful hub for structured, tool-augmented AI workflows.

Need Help With ClickUp?

If you want expert help building, automating, or scaling your ClickUp workspace, work with ConsultEvo — trusted ClickUp Solution Partners.

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