ClickUp Vercel AI Agent Setup Guide

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How to Connect ClickUp with a Vercel AI Agent

This guide explains step by step how to connect ClickUp with a Vercel AI Agent using the official ClickUp AI Agents template so you can add smart task automation to your workspace.

Follow the instructions carefully and keep your API keys safe throughout the process.

What You Need Before Connecting ClickUp

Before you start, make sure you have access to the right accounts and tools.

  • An active ClickUp workspace with permission to manage AI Agents and connections
  • A Vercel account with access to the AI SDK and dashboard
  • API keys for your chosen LLM (for example OpenAI, Anthropic, or compatible providers)
  • Basic familiarity with environment variables on Vercel

You will be using the official ClickUp AI Agents & Vercel template that is provided on the Vercel side. The original reference implementation can be found on the official page at this ClickUp and Vercel AI Agents guide.

Create a Vercel AI Agent for ClickUp

The first major step is to create your AI Agent instance on Vercel using the ClickUp integration template.

  1. Open the Vercel AI Agent template.
    Navigate to the Vercel dashboard and select the AI Agents template that is designed to work with ClickUp. If you accessed the template from the ClickUp link, it should automatically open the correct project scaffold.
  2. Deploy the project.
    Click the option to deploy the template to your Vercel account. Vercel will create a new project containing the AI Agent logic and ClickUp integration examples.
  3. Wait for build completion.
    Allow Vercel to install dependencies and complete the first build. When the deployment is marked as successful, your agent backend is ready to configure.

At this point, you have a basic Vercel AI Agent project that can be configured to communicate with ClickUp and your selected LLM provider.

Configure Environment Variables for ClickUp and the LLM

To allow the Vercel project to access ClickUp and your AI provider, you must configure the correct environment variables.

Set Up ClickUp Environment Variables

Inside your Vercel project settings, go to the Environment Variables section.

  1. Add the ClickUp API key.
    Create a new environment variable for your ClickUp API key. Use a clear name such as CLICKUP_API_KEY. Paste the secure key from your ClickUp workspace settings.
  2. Specify the ClickUp workspace or team ID.
    If the template requires a workspace or team identifier, create another variable such as CLICKUP_TEAM_ID and paste the relevant value from your workspace.
  3. Save and redeploy.
    After adding these values, save your changes and trigger a redeploy so the ClickUp configuration is available to the AI Agent runtime.

Set Up LLM Provider Variables

Next, connect the LLM provider that will power responses for your ClickUp tasks and automation flows.

  1. Choose an LLM provider.
    Select an LLM that is supported in the Vercel AI template, such as OpenAI, Anthropic, or another compatible model.
  2. Add the LLM API key.
    Create a variable, for example OPENAI_API_KEY or similar, depending on your provider. Paste the key issued by the LLM platform.
  3. Configure optional model settings.
    If the template exposes variables like model name, temperature, or max tokens, set them according to your needs for ClickUp task handling.
  4. Redeploy again.
    Save all variables and redeploy the Vercel project so the LLM credentials are active.

Enable the ClickUp App Connection

After you configure Vercel, you must connect the app from inside the ClickUp workspace so your AI Agent can read and act on workspace data.

  1. Open the ClickUp workspace settings.
    Go to the workspace where you plan to use AI Agents. Open the settings or apps area, depending on your ClickUp plan and interface.
  2. Locate the AI Agents integration.
    Find the section dedicated to AI or automation and look for the Vercel AI Agent connection option that references ClickUp.
  3. Authorize the connection.
    Click to connect the app. You will usually be redirected to Vercel or a secure authorization screen to grant ClickUp permission to access the deployed AI Agent endpoint.
  4. Select the correct Vercel project.
    If prompted, choose the specific Vercel AI Agent project that you deployed from the ClickUp template.
  5. Confirm and save.
    Complete the authorization flow and save the integration in ClickUp. The workspace now knows how to reach your agent endpoint.

Map ClickUp Actions to the Vercel AI Agent

Once the connection is active, you can map workspace actions and tools to the Vercel AI Agent so it can respond to ClickUp events.

Configure AI Tools for ClickUp Tasks

In the AI or automation settings inside ClickUp, configure the tools that the agent can use.

  • Allow the agent to read tasks, comments, and custom fields
  • Enable actions such as creating tasks, updating statuses, or adding comments
  • Limit access to specific spaces or folders if your ClickUp security model requires it

Make sure your Vercel template supports each action that you enable on the ClickUp side. The agent code usually exposes endpoints or tools that correspond to task operations.

Define Triggers and Workflows in ClickUp

To make the AI Agent useful, you must define when it should run inside ClickUp.

  • Set triggers for new task creation in selected lists
  • Enable triggers when task status changes (for example, from Inbox to In Progress)
  • Use triggers for comments that mention a specific AI keyword or handle
  • Automate summaries or updates when tasks are closed

Each trigger sends context from ClickUp to the Vercel agent, which then calls the LLM and returns structured responses that can be stored back in your workspace.

Test the ClickUp and Vercel Integration

With configuration complete, verify that the integration behaves as expected.

  1. Create a test task in ClickUp.
    Add a task in a list that is covered by your AI triggers. Include enough detail in the description so the agent can respond meaningfully.
  2. Trigger the agent.
    Perform the action that should activate your Vercel AI Agent, such as changing the status or adding a comment that invokes the AI.
  3. Check logs in Vercel.
    In the Vercel dashboard, open the logs for your AI Agent project. Confirm that an incoming request from ClickUp appears and that the LLM call succeeds.
  4. Review the response in ClickUp.
    Return to the test task and verify that the AI result appears where expected, such as in a comment, custom field, or generated summary.

If the request does not appear, confirm that your ClickUp app connection is authorized and the endpoint URL in the template matches the deployed Vercel project.

Maintain and Optimize Your ClickUp AI Agent

After the initial setup, you can refine prompts, tools, and workflows to get better outcomes from your AI Agent inside ClickUp.

  • Adjust prompts and system messages in the Vercel template to match your team style
  • Tune LLM parameters for accuracy vs. creativity
  • Limit the agent to specific ClickUp spaces for safety
  • Review logs regularly for errors or slow responses

For broader AI automation and consulting support beyond ClickUp, you can explore expert services at Consultevo, which can help design advanced workflows and integrations.

Summary: Connect ClickUp to Vercel AI Safely

To integrate ClickUp with a Vercel AI Agent, you deploy the official template, configure environment variables for the LLM and ClickUp, connect the app from the workspace, map actions and triggers, and then test thoroughly. Always keep API keys secure, regularly review permissions inside ClickUp, and iterate on prompts in your Vercel project to ensure the AI Agent delivers reliable, context-aware help for your team.

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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