ClickUp integration

ClickUp connects to Cooperly for managed roadmap folders, Lists, and tasks, optional Pulse and Fundamentals posts in ClickUp Chat, and MCP-ready Cooperly context.

Create managed ClickUp roadmap Lists, post team updates in ClickUp Chat, and use Cooperly context when external MCP context is supported inside ClickUp.

Why teams connect ClickUp

ClickUp is often where delivery, task ownership, and team updates already live. Cooperly brings its roadmap and people context into that surface without making ClickUp the source of truth for Cooperly signals.

The integration is built for teams that want managed roadmap tasks, lightweight team announcements, and MCP-ready Cooperly context when ClickUp supports external MCP context inside the product.

What the integration does

Cooperly can create and update managed ClickUp roadmap work inside the mapped Space, using a managed Folder, horizon Lists, and tasks from Cooperly roadmap items.

If a mapped Chat channel is selected, Cooperly can post Pulse and Fundamentals updates. Cooperly also has MCP support, so teams can use external Cooperly context inside ClickUp when ClickUp supports that path.

  • Map each Cooperly team to one ClickUp Space.
  • Choose Chat routing only for teams that should receive Cooperly posts.
  • Keep evidence in task descriptions off unless the mapped ClickUp destination is appropriate for that information.

Why it matters

ClickUp work becomes more useful when roadmap tasks and team updates reflect current Cooperly context, while operational control remains inside the ClickUp workspace.

Configure

  1. 01

    Enable ClickUp in Cooperly

    Turn on ClickUp for the account so workspace access, team mappings, roadmap sync, and Chat posts can be configured deliberately.

  2. 02

    Connect the ClickUp workspace

    Complete ClickUp OAuth, then refresh metadata so Cooperly can read active Spaces and optional Chat channels.

  3. 03

    Map teams to Spaces and Chat

    Choose the ClickUp Space for the managed roadmap. Add a Chat channel only when Cooperly should post Pulse or Fundamentals updates there.

  4. 04

    Choose sync settings

    Enable roadmap sync, Pulse Chat posts, Fundamentals Chat posts, and evidence in task descriptions only for teams where those outputs should appear.

  5. 05

    Review MCP context support

    Cooperly has MCP support. Once external MCP context is supported inside ClickUp, Cooperly context can be used there.