How to Use ClickUp TypeScript AI Agent

This step-by-step guide shows you how to build and run a TypeScript AI Agent in ClickUp using the official AI Agent SDK, tools, and workflows.

You will learn how to set up the project, configure authentication, define tools and workflows, and safely run your agent against your workspace data.

What You Need Before Using ClickUp AI Agents

Before writing any code, confirm that your environment is ready to work with a TypeScript AI Agent that integrates with ClickUp.

• Node.js 18+ installed on your machine
• Package manager (npm, pnpm, or yarn)
• A ClickUp Workspace with access to AI Agents
• API credentials for authenticating your agent
• Basic knowledge of TypeScript and npm scripts

Once these requirements are in place, you can initialize the project and start using the official SDK.

Initialize Your ClickUp Agent Project

The first technical step is to create a new TypeScript project that will host your agent. Follow these steps in a terminal:

1. Create a new directory for your agent project and move into it.
2. Initialize a package project with your preferred package manager.
3. Add a basic TypeScript configuration file to enable type checking and modern JavaScript features.
4. Create a src folder where you will store the agent code.

After this quick setup, you can bring in the SDK that lets your TypeScript agent communicate with ClickUp AI Agents.

Install the ClickUp AI Agent SDK

With the project initialized, install the official AI Agent SDK so your TypeScript code can talk to ClickUp services.

1. Run an install command for the AI Agent SDK package from your terminal.
2. Optionally install type definitions and a runtime like tsx for running TypeScript directly.
3. Confirm that the dependencies are added to your package.json file.

After the SDK is installed, you can import it in your source files and start defining the main agent entry point.

Configure Authentication for ClickUp Access

Every TypeScript AI Agent must authenticate before it can read or modify data inside ClickUp. This requires a secure token and optional configuration values.

1. Obtain an API token or credentials from your workspace admin or from your ClickUp account settings.
2. Store credentials in environment variables instead of hard-coding them in your source files.
3. Create a configuration module that reads and validates environment variables at startup.
4. Initialize the SDK client using those credentials so the agent can make authorized requests.

This authentication step ensures that your agent operates only within the allowed workspace and adheres to security policies.

Create a Basic ClickUp TypeScript Agent

Now you can define the core behavior of the agent using the SDK. The agent is responsible for receiving a task, deciding what tools to call, and returning a result.

1. Create an index.ts (or similar) file inside your src folder.
2. Import the AI Agent SDK client and any types you need.
3. Initialize an agent instance with a name, description, and model configuration.
4. Implement a main handler function that receives input, calls tools, and returns structured output.
5. Export a function that the AI Agent runtime can invoke when running your code.

At this stage, your agent can run simple logic, but it becomes much more powerful when it uses tools connected to your workspace.

Define Tools for ClickUp Workspace Actions

Tools allow your TypeScript AI Agent to perform real operations in ClickUp, such as reading tasks or posting comments.

Planning Your ClickUp Tools

Start by deciding what actions your agent should be able to take inside your workspace.

• Reading task details or lists
• Creating or updating tasks
• Adding comments or changing statuses
• Searching for items by keywords or tags

Each of these capabilities can be implemented as a tool that the agent can call during a run.

Implementing ClickUp Tools in TypeScript

Once you know what actions you want, implement tools in your TypeScript code.

1. Create a tools module that imports the AI Agent SDK and your authenticated client.
2. Define each tool with a clear name, description, and input schema so the agent understands how to use it.
3. In the tool handler, call the appropriate ClickUp API or SDK method to execute the desired action.
4. Return clean, structured data so the agent can reason about the result.
5. Register all tools with your agent instance so they are available during a run.

With well-defined tools, the agent can dynamically decide which actions to take based on the current task and instructions.

Set Up Workflows for Your ClickUp Agent

Workflows define the sequence of steps your agent should follow while using tools and processing instructions.

Designing a ClickUp Agent Workflow

Begin by planning a clear flow for how your agent should handle a typical request in ClickUp.

• Understand the user goal (for example, summarizing tasks or updating statuses)
• Identify which tools might be required
• Define when the agent should ask for more information
• Specify what the final response to the user should look like

This planning makes the implementation stage more straightforward and predictable.

Implementing the Workflow in TypeScript

With the plan in place, express the workflow in your TypeScript agent:

1. Create a workflow function that coordinates calls to different tools.
2. Use conditional logic to decide which tool to call based on agent reasoning or user input.
3. Aggregate and normalize responses from multiple tools.
4. Format a final answer or action summary that is sent back through ClickUp.
5. Log important steps and decisions for easier debugging and monitoring.

This workflow logic ensures your TypeScript AI Agent is consistent, predictable, and aligned with your workspace processes.

Run and Test Your ClickUp TypeScript Agent

After wiring up tools and workflow logic, you can run the agent locally and then connect it to ClickUp for real usage.

Local Testing of Your Agent

Test your TypeScript code locally before enabling it in a production workspace.

1. Add an npm script that runs your main TypeScript file with a runtime like tsx or compiles and runs with Node.
2. Provide sample inputs that mimic what ClickUp would send to your agent.
3. Inspect the logs and outputs to confirm that tools and workflows behave as expected.
4. Fix any errors related to authentication, schema validation, or API calls.

Once the local run is stable, you are ready to connect the agent to your workspace.

Connecting to ClickUp AI Agents

To complete the integration, you must register and run your TypeScript AI Agent within the ClickUp AI Agents system.

1. Open the AI Agents section in your workspace.
2. Create or select an agent configured to use your TypeScript runtime and project entry point.
3. Provide the correct environment variables and credentials so the runtime can authenticate.
4. Trigger a test run from within ClickUp and verify that the agent responds as expected.
5. Roll out the agent to your team or workflows once you are confident in the behavior.

After this setup, your TypeScript AI Agent becomes a reusable component that can support many processes inside your workspace.

Best Practices for Managing ClickUp AI Agents

To keep your solution maintainable and safe, follow a few best practices when working with TypeScript AI Agents in ClickUp.

• Separate configuration, tools, and workflow logic into different files.
• Use strict TypeScript settings to catch errors early.
• Log inputs and outputs for important agent actions, while avoiding sensitive data in logs.
• Regularly review permissions attached to your agent credentials.
• Document the behavior and limitations of each tool exposed to the agent.

These practices will help your team safely extend or refactor your AI solution over time.

Helpful Resources for ClickUp AI Development

To go deeper into advanced usage patterns and complex workflows, review the official documentation and related guides.

• Official TypeScript AI Agent guide on the ClickUp site: ClickUp TypeScript AI Agent documentation
• Consulting and implementation support from specialized partners such as Consultevo

Using these resources, you can design powerful, safe, and maintainable TypeScript AI Agents fully integrated with your ClickUp workspace.

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

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