Merge Unified's ClickUp integration Merge Agent Handler's ClickUp MCP server

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ClickUp

Learn more about Merge Agent Handler

Available tools

create_checklist

Create a checklist on a task

update_checklist

Update a checklist name

delete_checklist

Delete a checklist permanently

create_checklist_item

Add an item to a checklist

update_checklist_item

Update a checklist item

delete_checklist_item

Delete a checklist item permanently

get_task_comments

Get all comments for a task

create_task_comment

Create a comment on a task

update_comment

Update a comment

delete_comment

Delete a comment permanently

get_folders

Get all folders in a space

create_folder

Create a new folder in a space

get_folder

Get details of a folder

update_folder

Update a folder's name

delete_folder

Delete a folder permanently

get_goals

Get all team goals

create_goal

Create a new goal

get_goal

Get goal details

update_goal

Update a goal

delete_goal

Permanently delete a goal

get_lists_in_folder

Get all lists in a folder

get_folderless_lists

Get folderless lists in a space

create_list_in_folder

Create a list in a folder

create_folderless_list

Create a folderless list in a space

get_list

Get list details

update_list

Update list properties

delete_list

Delete a list permanently

list_spaces

Get all spaces in a team

create_space

Create a new space in a team

get_space

Get space details

update_space

Update space properties

delete_space

Delete a space permanently

get_tasks

Get tasks from a list with filters

create_task

Create a new task in a list

get_task

Get detailed task information

update_task

Update task properties

delete_task

Delete a task permanently

get_filtered_team_tasks

Get team tasks with advanced filters

add_task_tag

Add a tag to a task

remove_task_tag

Remove a tag from a task

get_authorized_teams

Get all teams the user has access to

get_team_details

Get team details with members

track_time

Track time for a task

get_time_entries_for_task

Get time entries for a task

get_time_entries

Get time entries for a team

get_authenticated_user

Get authenticated user profile

validate_credential

Validate ClickUp credentials. Verifies credentials during setup.

View all tools by creating a free account See more tools

How to set up Merge Agent Handler

In an mcp.json file, add the configuration below, and restart Cursor.

Learn more in the official documentation ↗

1{
2  "mcpServers": {
3    "agent-handler": {
4      "url": "https://ah-api-develop.merge.dev/api/v1/tool-packs/{TOOL_PACK_ID}/registered-users/{REGISTERED_USER_ID}/mcp",
5      "headers": {
6        "Authorization": "Bearer yMt*****"
7      }
8    }
9  }
10}
11

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Open your Claude Desktop configuration file and add the server configuration below. You'll also need to restart the application for the changes to take effect.

Make sure Claude is using the Node v20+.

Learn more in the official documentation ↗

1{
2  "mcpServers": {
3    "agent-handler": {
4      "command": "npx",
5      "args": [
6        "-y",
7        "mcp-remote@latest",
8        "https://ah-api-develop.merge.dev/api/v1/tool-packs/{TOOL_PACK_ID}/registered-users/{REGISTERED_USER_ID}/mcp",
9        "--header",
10        "Authorization: Bearer ${AUTH_TOKEN}"
11      ],
12      "env": {
13        "AUTH_TOKEN": "yMt*****"
14      }
15    }
16  }
17}

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Open your Windsurf MCP configuration file and add the server configuration below.
Click on the refresh button in the top right of the Manage MCP server page or in the top right of the chat box in the box icon.

Learn more in the official documentation ↗

1{
2    "mcpServers": {
3      "agent-handler": {
4        "command": "npx",
5        "args": [
6          "-y",
7          "mcp-remote@latest",
8          "https://ah-api.merge.dev/api/v1/tool-packs/<tool-pack-id>/registered-users/<registered-user-id>/mcp",
9          "--header",
10          "Authorization: Bearer ${AUTH_TOKEN}"
11        ],
12        "env": {
13          "AUTH_TOKEN": "<ah-production-access-key>"
14        }
15      }
16    }
17  }

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In Command Palette (Cmd+Shift+P on macOS, Ctrl+Shift+P on Windows), run "MCP: Open User Configuration".

You can then add the configuration below and press "start" right under servers. Enter the auth token when prompted.

Learn more in the official documentation ↗

1{
2  "inputs": [
3    {
4      "type": "promptString",
5      "id": "agent-handler-auth",
6      "description": "Agent Handler AUTH_TOKEN", // "yMt*****" when prompt
7      "password": true
8    }
9  ],
10  "servers": {
11    "agent-handler": {
12      "type": "stdio",
13      "command": "npx",
14      "args": [
15        "-y",
16        "mcp-remote@latest",
17        "https://ah-api-develop.merge.dev/api/v1/tool-packs/{TOOL_PACK_ID}/registered-users/{REGISTERED_USER_ID}/mcp",
18        "--header",
19        "Authorization: Bearer ${input:agent-handler-auth}"
20      ]
21    }
22  }
23}

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FAQs on using Merge's ClickUp MCP server

What is a ClickUp MCP server?

It’s an MCP server that exposes data and functionality from ClickUp via tools. Your agents can use these tools to update tasks, create checklists, share folders in a Slack channel, and more.

How can I use the ClickUp MCP server?

Here are just a few use cases (these also apply to other project management Model Context Protocol servers):

Create and triage tasks from natural language. Convert a chat transcript or meeting notes into a set of tasks with owners and deadlines

Bi-directional project status reporting: Pull the real-time task and sprint status for a team, then generate a weekly update (what shipped, what’s blocked, what’s at risk). You can then answer questions like “What’s overdue in the Launch list?”

Automated backlog grooming. Find stale tasks (no updates in 14+ days), label them, and @mention owners for an update

Customer-driven work intake: Turn inbound requests (e.g., from Slack) into ClickUp tasks with a consistent template: customer, impact, urgency, links, and acceptance criteria. Your agent can then auto-route requests to the right list based on keywords

Manage time tracking and capacity planning. Summarize where time is being spent by team/project and flag overloaded assignees. Your agent can even recommend task reassignments based on capacity and due dates

What are popular tools for ClickUp’s MCP server?

Here are some popular tools across data types:

Folders

<code class="blog_inline-code">get_folder</code>
<code class="blog_inline-code">create_folder</code>
<code class="blog_inline-code">update_folder</code>
<code class="blog_inline-code">delete_folder</code>

Tasks

<code class="blog_inline-code">create_task</code>
<code class="blog_inline-code">get_tasks</code>
<code class="blog_inline-code">add_task_tag</code>
<code class="blog_inline-code">Remove_task_tag</code>

Checklists

<code class="blog_inline-code">create_checklist_item</code>
<code class="blog_inline-code">update_checklist</code>
<code class="blog_inline-code">delete_checklist</code>
<code class="blog_inline-code">delete_checklist_item</code>

What makes Merge Agent Handler’s ClickUp MCP server better than alternative ClickUp MCP servers?

Using Merge Agent Handler’s ClickUp MCP server, you’ll not only get access to 40+ tools but also get:

Enterprise-grade security and DLP: Tool inputs and outputs are scanned for sensitive data, with rules to block, redact, or mask content

Real-time observability and auditability: Every tool call is logged, producing a complete audit trail with fully-searchable logs for debugging and compliance

Managed authentication and permissions: Merge handles credential storage, dynamic auth flows, and shared vs. individual authentication per MCP connector

Evaluation before production: Tools can be validated against expected outcomes prior to deployment

Can I set custom security rules for ClickUp tool calls in Merge Agent Handler?

Yes. Merge Agent Handler includes a Security Gateway with Data Loss Protection (DLP) that allows you to define default and custom rules governing what data agents can send to or receive from tools.

Here are some examples:

You can block ClickUp tool calls that try to write payment card data into task titles, descriptions, comments, or custom fields

You can block or redact social security numbers and other government ID patterns in any ClickUp content an agent attempts to create or update

You can mask customer identifiers (for example, internal account IDs) when an agent reads ClickUp tasks, so that the agent cannot copy that identifier into another system

You can block tool calls that include API keys, bearer tokens, or credentials inside ClickUp text fields (for example, if an agent tries to paste a secret into a task comment)

How can I start using Merge Agent Handler’s ClickUp MCP server?

You can follow these steps:

1. Sign up for Merge Agent Handler and log in.

2. Create a Tool Pack from the Tool Packs section.

3. Add the ClickUp connector to that Tool Pack.

4. Configure authentication for the ClickUp connector (for example, choose shared authentication or individual authentication, depending on your setup).

5. Select which ClickUp tools you want to expose in the Tool Pack (you can keep it minimal while testing).

6. Create a Registered User (this is the identity container that will hold the credentials used to execute tool calls).

7. Complete the ClickUp authentication flow for that Registered User, so the ClickUp tools become available for authenticated execution.

8. Copy the MCP entry URL for your Tool Pack + Registered User and add it to your MCP client configuration (your agent can now call ClickUp tools through Agent Handler).

9. Test a few ClickUp tool calls end-to-end in the Playground and confirm that logs are being generated as expected.

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Ready to try it out?

Whether you're an engineer experimenting with agents or a product manager looking to add tools, you can get started for free now