ClickUp remote MCP connector

  • Updated

The ClickUp remote Model Context Protocol (MCP) connector in Optimizely Opal lets Opal interact directly with your ClickUp workspace. Opal helps you manage your workspace hierarchy, automate task creation, and track productivity without switching between applications.

The ClickUp remote MCP is managed by ClickUp. For details, see ClickUp's MCP Server in the ClickUp documentation.

First, an Opal administrator must connect the ClickUp remote MCP to Opal. After connecting the MCP server, individual Opal users and agent builders can log in to ClickUp to access their information from Opal. Administrators only need to connect the ClickUp remote MCP once.

Connect the ClickUp remote MCP to Opal

Opal administrators connect and grant access to ClickUp from Opal. After granting access, administrators select which tools to enable in Opal and optionally customize their display names.

Add ClickUp connection

As an Opal administrator, complete the following steps:

  1. Go to Connectors in Opal.
  2. (Optional) Enter ClickUp in the search bar to filter the connectors list.

  3. Click Connect on the ClickUp tile. 

    Screenshot of the Connectors tab with Connect for ClickUp highlighted.

  4. Log in to your ClickUp account.

  5. Select the Opal workspace you want to connect.

  6. Click Connect Workspace.

A confirmation message displays and you can close the pop-up window.

Configure Opal tools

After adding the ClickUp connection, Opal prompts you to select which tools to enable and optionally customize their display names.

As an Opal administrator, complete the following steps:

  1. Deselect any tools you do not want to add to Opal.
  2. (Optional) Update any tool's display name.

  3. Click Finish. 

The ClickUp tile displays Connect on the Connectors tab for Opal users to authenticate with their personal accounts.

To update the available tools or names, see Update tools.

Authenticate with ClickUp

Each Opal user and agent builder logs in to ClickUp individually to access their ClickUp data from Opal. User-level authentication ensures you access only the data your ClickUp account is authorized to view.

Before you begin, confirm that an Opal administrator has connected the ClickUp remote MCP to Opal. Until an administrator connects it, the ClickUp tile displays Contact admin instead of Connect and you cannot select it.

To authenticate, complete the following steps in Opal:

  1. Go to Connectors.
  2. (Optional) Enter ClickUp in the search bar to filter the connectors list.
  3. Click Connect on the ClickUp tile.
  4. Log in to Atlassian.

After you connect to ClickUp, the ClickUp connector tools your administrator added become available in Opal Chat, agents, and workflows.

ClickUp connector tools

The ClickUp connector tools are available in Opal after an administrator connects the ClickUp remote MCP to Opal and you log in to ClickUp. The available tools depend on which tools your administrator enabled. For a full list of available tools and actions, see ClickUp's MCP Server in the ClickUp documentation.

Update tools

To rename, add, or remove tools, an Opal administrator must delete the ClickUp tools registry and re-add it. To do so, complete the following steps:

  1. Follow the steps in Delete a tool registry.
  2. Add ClickUp connection.
  3. Configure Opal tools.

If you use Opti ID, administrators can turn off generative AI in the Opti ID Admin Center. See Turn generative AI off across Optimizely applications.