ClickUp
ClickUp is a comprehensive work management and productivity platform that serves as an all-in-one solution for project management, task tracking, collaboration, and workflow automation. It enables teams to organize work, manage projects, track goals, and collaborate in a centralized workspace that replaces multiple disparate tools.
| Category | IT service management |
| Direction | Query source |
| Sign-in | API Token |
| Query languages | SQLite |
| Website | clickup.com |
Before you start
Huntbase signs in to ClickUp with API Token. Create the credential in ClickUp first, then keep it to hand for the Connect step.
- Log in to ClickUp, click your avatar in the upper-right corner, and select Settings.
- In the sidebar, click Apps.
- Under API Token, click Generate. If a token already exists, you can use it or click Regenerate.
- Click Copy to copy the personal token.
- Personal tokens never expire.
For the vendor's own instructions, see ClickUp authentication documentation.
Use a dedicated, read-only credential for Huntbase where the product allows it. Huntbase only needs to read.
Connect ClickUp
- Go to Connections and click New connection, or click New connection on the ClickUp product page.
- On Product, pick ClickUp and choose the Owner.
- On Details, give the connection a Name and, optionally, a Description.
- On Connect, fill in the settings and credentials described below.
- On Verify, review the summary and click Create & check.
For everything else on the setup page — saving a draft, I'll do this later, and what each check result means — see Connections.
Credentials
The only Method is API Token. Enter a Credential label (for example Production), then fill in:
| Field | Required | Notes |
|---|---|---|
| API Token | Yes | A personal token that starts with pk_. Secret — not shown again after you save it. |
Query it
Once connected, ClickUp can serve these languages in a query tab, and Scout can use it when you ask in Auto:
| Language | Use it for |
|---|---|
| SQLite | SQL across this source and every other connected source. |
Next steps
- Connections — health, credentials and settings after you connect
- Query languages — syntax, parameters and time ranges
- Chatting with Scout — ask questions without writing a query
- All integrations — the rest of the catalog