How to Use ClickUp Fetch Agents
ClickUp now includes Fetch agents that let you securely bring external data into your workspace so AI can act on live information from your tools, databases, and services.
This how-to guide walks you step by step through enabling Fetch, connecting resources, and using these agents inside tasks, Docs, and automated workflows.
What ClickUp Fetch Agents Are
Fetch agents in ClickUp are secure, configurable AI connectors that fetch data from external systems on demand. They are designed to give AI the context it needs while keeping your tools and credentials safe.
Instead of copying and pasting data across apps, Fetch lets AI query the right system when needed, then return only the relevant results back into your workspace.
Key Benefits of ClickUp Fetch
When you set up Fetch agents in ClickUp, you can:
- Securely connect to external tools and APIs
- Let AI retrieve real-time information on demand
- Control what data is accessible and how it is used
- Standardize how teams query shared systems
- Eliminate manual data lookups in daily work
These agents are especially powerful when combined with AI workflows, recurring processes, and templates inside ClickUp.
How ClickUp Fetch Agents Work
Each Fetch agent represents a secure bridge between ClickUp AI and a specific data source. You configure what it can access, how it authenticates, and what queries it can run, then reuse that configuration across your workspace.
At a high level, the process is:
- Create or enable a Fetch agent for the data source you need.
- Provide credentials or connection details in a secure way.
- Define what information the agent is allowed to fetch.
- Call the agent from AI prompts, Docs, or automations.
- Review the results and let AI use them to generate outputs.
Because the agent runs inside ClickUp, you keep a clear boundary between your workspace and the connected system.
Preparing Your Workspace for ClickUp Fetch
Before you start, make sure you have the right access and a clear understanding of what external data your team needs.
Check Permissions in ClickUp
To configure Fetch agents, you typically need admin or owner rights, or any role that allows managing AI and integrations.
Coordinate with your workspace admin if you cannot see agent settings or options where Fetch is enabled.
Confirm Data Sources and Owners
Identify key systems you want ClickUp to reach via Fetch, such as:
- Customer support platforms
- Analytics or BI tools
- Billing or subscription systems
- Product or bug tracking databases
Work with data owners to understand access rules, API keys, and privacy requirements before you connect anything to ClickUp.
Step-by-Step: Enabling a ClickUp Fetch Agent
Use this general workflow to enable a Fetch agent based on the information from the official product page at ClickUp Fetch agents.
Step 1: Open the AI Agents Area in ClickUp
From your workspace, navigate to the section where AI and agents are managed. This is where you can view existing configurations and add new Fetch agents.
Look for options labeled with AI, agents, or integrations that mention fetching external data.
Step 2: Create or Select a Fetch Agent
If there are no agents for your tool yet, start by creating a new Fetch agent and giving it a clear name that reflects its purpose, such as “CRM Fetch” or “Billing Fetch”.
If a shared agent already exists, open it to review how it is configured and confirm that it matches your needs.
Step 3: Configure the Connection
Enter the required connection details for the external system. Depending on the integration, this can include:
- API URL or endpoint
- API keys or tokens
- OAuth or SSO configuration
- Workspace, project, or account IDs
Follow best practices from the external tool’s documentation and only grant the minimum permissions needed for the Fetch agent to work.
Step 4: Define What Data ClickUp Can Fetch
The next step is to specify the scope of data the agent may access. This is a core part of how Fetch agents keep your information safe.
Common configuration options include:
- Which objects or tables may be queried
- Which fields or columns can be returned
- Any filters that should always apply
- Rate limits or throttling rules
Be explicit and conservative. Only allow the fields you truly need AI to see inside ClickUp.
Step 5: Test the Fetch Agent
Before rolling it out to the wider team, run a few controlled tests.
- Use a sample query or prompt that describes the information you expect.
- Verify that the agent returns correct, limited data.
- Check that sensitive fields are not exposed.
- Confirm that responses are fast enough for everyday use.
If anything looks off, return to the configuration screen and adjust scopes or filters until results match your expectations.
Using ClickUp Fetch Agents in Daily Work
Once your Fetch agent is configured, you can use it in multiple places throughout ClickUp to boost productivity.
Use Fetch in AI Prompts
In tasks, comments, or Docs, call the Fetch agent from your AI prompt when you need live data. Describe the information you want in natural language, and the agent will query the external system according to your configuration.
Examples include:
- Pulling recent customer tickets before replying
- Retrieving revenue numbers for a report
- Looking up product issues linked to a feature
Automate Workflows with Fetch
Combine Fetch agents with automations in ClickUp to trigger queries when certain events occur. For instance, you can:
- Fetch customer history when a task status changes to “In Review”
- Retrieve usage metrics when a renewal opportunity is created
- Pull error logs when a bug ticket is marked as high priority
This keeps key context in front of your team without manual effort.
Standardize Shared Data Access
By creating shared Fetch agents at the workspace level, admins can ensure that every team member uses the same secure route to access external systems from within ClickUp.
This improves consistency, reduces duplicated integrations, and makes it easier to audit who has access to what.
Security and Governance with ClickUp Fetch
Security is central to Fetch agents. They are designed to give AI just enough visibility to be useful, without exposing your systems more than necessary.
Control Data Exposure
Use field-level and object-level controls to limit exposure. Never grant blanket access to entire databases when you only need a subset of attributes inside ClickUp.
Regularly review configurations to ensure they still follow your organization’s security and privacy guidelines.
Monitor and Update Agents
Over time, external tools, API keys, or access policies may change. Build a maintenance routine to:
- Rotate keys and credentials on a defined schedule
- Deactivate unused Fetch agents
- Update scopes when data structures change
- Audit which teams rely on each agent
This keeps your ClickUp integrations healthy and reduces the risk of broken workflows.
Advanced Tips for ClickUp Users
Once you are comfortable with the basics, you can extend how you use Fetch agents in ClickUp.
- Combine multiple agents in a single AI workflow to pull data from several systems before generating a report.
- Use templates that include preconfigured prompts referencing a Fetch agent for repeatable processes.
- Coordinate with RevOps, Finance, or Support leaders so shared agents reflect cross-team needs.
For additional strategic guidance on AI workflows and integrations you can visit Consultevo, which offers consulting and implementation best practices.
Where to Learn More About ClickUp Fetch
Product details, architecture overviews, and the latest capabilities of Fetch agents are available on the official page for ClickUp AI agents at https://clickup.com/p/ai-agents/fetch.
Use that resource alongside this how-to guide as you roll out Fetch agents in your workspace and scale AI-powered workflows across your teams.
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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