How to Use ClickUp AI Agents with Oracle Cloud Infrastructure (OCI)

ClickUp now lets you power AI Agents with your own Oracle Cloud Infrastructure (OCI) data and services, so your teams can securely automate work using the systems they already rely on.

This step-by-step guide walks you through what the OCI integration is, how it works, and how to safely connect it to your workspace.

What the ClickUp OCI AI Agents integration does

The OCI integration allows AI Agents to use your Oracle-hosted tools and data as part of their reasoning and automation flows.

With this connection, your agents can:

• Access data from Oracle services your organization exposes through its OCI account.
• Run actions and workflows that your IT team has made available.
• Respect your organization's security and compliance rules.

Because the integration relies on your existing OCI setup, you maintain control over what Agents can see and do.

Core concepts behind ClickUp OCI AI Agents

Before you connect anything, it helps to understand two key concepts that drive this integration.

Oracle-connected AI Agents in ClickUp

AI Agents are automated teammates that can read, write, and reason over information from different systems.

When linked to OCI, they can:

• Use Oracle-based tools as functions in their reasoning process.
• Orchestrate workflows that span both ClickUp and OCI-powered apps.
• Follow guardrails and limitations that you define centrally.

The agent remains inside your workspace, but its capabilities extend into any approved Oracle service your IT team connects.

Running OCI tools through ClickUp AI Agents

Each tool or service that your business exposes through OCI becomes a function that AI Agents can call.

For example, an agent might:

• Query an internal Oracle database surfaced through OCI.
• Trigger an in-house application deployed on Oracle Kubernetes or functions.
• Collect information from custom APIs fronted by an OCI gateway.

These tool calls are orchestrated by the agent, while OCI handles actual execution according to your security policies.

How the ClickUp and OCI connection works technically

The integration relies on a secure link between your workspace and your organization's Oracle Cloud environment.

High-level architecture overview

At a high level, the flow looks like this:

1. You configure an OCI project, with tools and APIs exposed for AI Agents.
2. Your admin connects that OCI project to your workspace using verified credentials.
3. AI Agents send tool requests to OCI whenever a task requires Oracle-hosted data or actions.
4. OCI runs the requested tools and returns results to the agent.

All sensitive data stays governed by your Oracle and organizational security settings.

Supported Oracle Cloud regions

The AI Agents integration is built to work with major OCI regions. Your actual region options and setup are determined by your internal Oracle administrator and account configuration.

If your company uses multiple regions, your admin will decide which region or regions are connected to your workspace.

Security and trust model for ClickUp AI Agents with OCI

Security is shared between your workspace, your organization, and Oracle Cloud Infrastructure.

Where AI Agent computation happens

AI Agents can run in three main places, depending on your settings and plan:

• Within the core workspace infrastructure, when using standard capabilities.
• In dedicated environments reserved for specific enterprise accounts.
• Partially within Oracle infrastructure, when tools or models are hosted inside OCI.

Your IT team decides which combination is appropriate for your organization's security posture.

How OCI tools are authorized for agents

Only IT-approved tools and connections are available to AI Agents.

Typical controls include:

• Service accounts limited to specific Oracle resources.
• Network isolation and private endpoints.
• Role-based access control enforced on the OCI side.

Your workspace references the integration, but Oracle Cloud Infrastructure enforces access policies for each call.

How ClickUp stores and processes OCI-related data

When AI Agents interact with OCI tools, several types of data might be involved. Each category is handled differently.

Task data from your workspace

Standard workspace content, such as tasks, documents, and comments, is stored the same way as the rest of your account data.

This content may be temporarily processed to generate responses, but it is never used to train third-party models without your explicit agreement and is secured under your plan's data protections.

Tool data from Oracle Cloud Infrastructure

Data retrieved from OCI tools is:

• Used only for the current AI Agent request or workflow.
• Processed transiently to produce the requested outcome.
• Governed by your organizational agreements with Oracle.

Persistent storage of that data, if any, happens inside your existing systems, not within the agent itself.

Telemetry and logs

The system may collect metadata about tool calls, such as:

• Which agent used which tool.
• Response status or errors.
• Performance metrics.

This telemetry is used to improve reliability, troubleshooting, and analytics, and is typically anonymized or aggregated as allowed by your contracts.

How to connect ClickUp AI Agents to an OCI project

The actual configuration is usually performed by an administrator with access to both environments. Below is the general flow you can expect.

Step 1: Prepare your Oracle Cloud Infrastructure project

1. Identify which Oracle services you want your AI Agents to use, such as databases, APIs, or custom apps.
2. Work with your cloud or security team to expose these services via OCI in a controlled way.
3. Create service accounts or credentials with the minimum necessary permissions.
4. Confirm network rules and any private connectivity requirements are in place.

Once your OCI project is configured, you are ready to link it to your workspace.

Step 2: Enable the ClickUp integration (admin task)

1. Sign in with an administrator account that can manage AI settings.
2. Open the AI or automations area where integrations and tools are managed.
3. Locate the Oracle Cloud or OCI connection option.
4. Provide the required project identifiers, tenant information, and credentials as prompted.
5. Test the connection to ensure the workspace can reach your OCI project.

Follow your organization's internal policies for secrets storage and credential rotation at this stage.

Step 3: Expose OCI tools to ClickUp AI Agents

1. From the integrations or tools menu, review the list of OCI tools that are available.
2. Enable only the tools that your business wants agents to use.
3. Map any inputs or outputs so agents can pass and receive data correctly.
4. Optionally group tools into sets for specific agent roles or teams.

After this, agents will see the selected tools as options they can call when reasoning through a task.

Step 4: Create or update AI Agents to use OCI

1. Open the AI Agents or automation section of your workspace.
2. Create a new agent or edit an existing one that should use OCI tools.
3. Define the agent's responsibilities, constraints, and tone.
4. Associate the appropriate OCI tool sets with that agent.
5. Save and run a test scenario to confirm the agent can successfully call your Oracle tools.

Refine prompts and tool permissions as you observe how the agent behaves in real workflows.

Best practices for managing ClickUp and OCI together

To keep your integration secure and effective over time, adopt a few operational best practices.

Limit tool access by role

Not every agent needs every tool. Restrict access so that:

• Finance-related agents only use finance-related tools.
• Support agents only reach support or ticketing data.
• Engineering agents access engineering systems as approved.

This reduces risk and keeps agent reasoning focused.

Review and rotate credentials regularly

Work with your security team to:

• Rotate OCI keys or secrets on a regular schedule.
• Revoke unused credentials for deprecated tools.
• Audit which agents use which tools and when.

Use centralized secret management wherever possible.

Monitor performance and error logs

Review telemetry for:

• Failed tool calls from AI Agents.
• Latency issues when calling OCI services.
• Usage spikes that may indicate misconfiguration.

These insights help you fine-tune both your Oracle and workspace configurations.

Where to find more details about ClickUp OCI AI Agents

For deeper technical specifics, supported regions, and the most current architecture notes, review the official integration documentation on the product site at this Oracle Cloud Infrastructure AI Agents page.

If you need expert help designing secure, scalable automations around your workspace and Oracle stack, you can also consult specialists at Consultevo, who focus on modern productivity and AI implementations.

By following the steps above and aligning with your internal security standards, you can safely extend your workspace with powerful OCI-backed AI Agents that operate directly on your trusted enterprise data.

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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