How to Use ClickUp AI Agents for Hyperliquid

This guide explains how to use ClickUp AI Agents to design, test, and deploy automated trading strategies on the Hyperliquid exchange. You will learn the full workflow, from choosing a template to monitoring a live trading agent.

What You Need Before Using ClickUp for Hyperliquid

Before you begin, make sure you have the following ready so you can connect Hyperliquid to the ClickUp AI Agent experience smoothly.

• An active Hyperliquid account with API access enabled
• Basic understanding of futures and perpetual trading
• A funded trading account on Hyperliquid testnet or mainnet
• A secure place to store API keys during the setup process

The AI Agent template is provided through the Hyperliquid Agent starter on the source page at the Hyperliquid AI Agent project. The steps below walk you through how to use that template inside your workspace.

Step 1: Open the Hyperliquid Agent Template in ClickUp

The first step is to open the premade Hyperliquid AI Agent project so you do not need to build your structure from scratch.

1. Go to the Hyperliquid AI Agent page at the link provided above.

2. Review the description of what the agent does and which Hyperliquid features it supports.

3. Add or import the project structure into your workspace so you can start editing tasks, docs, and automations.

Once imported, you will see tasks, docs, and instructions that guide you through configuring your trading logic and connection settings.

Step 2: Understand the ClickUp AI Agent Structure

The Hyperliquid project is organized so that the AI Agent can follow clear instructions and manage trading tasks reliably.

Key ClickUp Components in the Agent Project

• Docs for strategy logic: Explain your Hyperliquid strategy rules, risk limits, and position sizing.
• Tasks for workflows: Break down steps like signal generation, order placement, and monitoring.
• Custom fields: Store parameters such as leverage, pair list, and max drawdown.
• Views: Filter positions, signals, and logs for fast review.

Spend a few minutes exploring these elements so you understand where each part of your strategy will live inside the workspace.

Step 3: Document Your Hyperliquid Strategy in ClickUp

Clear written instructions are critical because the AI Agent relies on them to act reliably on Hyperliquid.

How to Write Strategy Instructions in ClickUp Docs

1. Open the primary strategy doc in the imported project.

2. Describe your trading goals, such as trend following, scalping, or market making.

3. Define entry rules, including indicators, timeframes, and filters.

4. Specify exit rules, stop loss, take profit, and conditions to reduce or close positions.

5. Clarify risk limits, max open positions, and per-trade capital allocation.

Use bullet points and short sentences so the AI Agent can parse your instructions without ambiguity. Whenever you adjust your rules, update the doc so the agent always follows the latest version.

Step 4: Configure Hyperliquid Parameters in ClickUp Tasks

Next, you will translate your Hyperliquid settings into structured ClickUp fields.

Recommended Parameters to Capture

• Trading pairs (for example, BTC, ETH, or other supported markets)
• Leverage ranges and default leverage per pair
• Order types allowed (market, limit, or advanced types supported by Hyperliquid)
• Maximum number of open positions
• Daily loss limit and position size rules

Edit the existing tasks or create new ones to capture these values. Align the field names with the instructions in your strategy doc so everything is consistent.

Step 5: Connect the AI Agent to Hyperliquid

When your rules and parameters are documented, you can link the agent to your Hyperliquid account.

General Connection Steps

1. Create Hyperliquid API keys with the correct permissions for trading.

2. Store keys securely according to your organization security policy.

3. Follow the integration instructions detailed in the Hyperliquid AI Agent project page.

4. Run a short connection test to confirm the AI Agent can read balances and place test orders.

Always start on a testnet environment, if available, to verify your configuration before moving to mainnet trading.

Step 6: Test Your Strategy with the ClickUp AI Agent

Before going live, you should run simulations or small-size trades through the agent to confirm your logic works as intended.

Testing Workflow in ClickUp

• Create a test run task with a clear objective and timeframe.
• Limit risk by using minimal position sizes and strict stops.
• Log trades and agent decisions in a dedicated view or list.
• Review outcomes against your written rules to identify mismatches.

If the agent makes unexpected trades, update your docs and fields to tighten the instructions, then repeat the test until behavior is consistent.

Step 7: Deploy the Hyperliquid Agent to Production

Once you are confident in the test results, you can deploy the AI Agent to trade live on Hyperliquid.

1. Switch connection settings from testnet to mainnet, if applicable.

2. Increase position sizes gradually rather than all at once.

3. Set up alerts inside your workspace to notify you about new trades, errors, or risk limit events.

4. Monitor performance daily during the first weeks of live trading.

Keep your risk rules strict during early production so you can refine logic while capital exposure stays controlled.

Step 8: Monitor and Improve with ClickUp Views

Ongoing monitoring is essential to keep your Hyperliquid strategy aligned with market conditions.

Useful ClickUp Views for Agent Oversight

• Log view: Track each trade and rationale in timestamped order.
• Performance view: Summarize P&L, win rate, and drawdown by period.
• Risk view: Highlight positions that breach or approach your predefined limits.
• Backlog view: Capture ideas and improvements for the next iteration of your system.

Schedule regular reviews of these views so you can identify issues early and refine instructions in your strategy doc.

Best Practices for Using ClickUp with Hyperliquid

To get the most from this setup, follow these operational best practices.

• Keep documentation current whenever you change rules or parameters.
• Test modifications on a small scale before applying them across all markets.
• Use consistent naming conventions for tasks, fields, and views.
• Record every important decision so you can trace behavior later.

If you need additional help designing workflows or automation structure, you can consult advanced workspace optimization guides from providers like Consultevo.

Next Steps

You now know how to use the Hyperliquid AI Agent framework inside ClickUp to outline rules, configure parameters, connect your account, and manage a live trading automation. Visit the official Hyperliquid AI Agent page at this link to access the latest template and detailed project resources. With structured docs, clear tasks, and disciplined testing, you can maintain a reliable trading agent that follows your rules consistently.

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