Give Fin visibility into ClickUp tasks and project progress


Overview

Configure a Data connector to expose ClickUp data to Fin (tasks, projects, and workspaces), enabling accurate updates on project status and internal workflow progress.

How it works

Go to Fin AI Agent → Train → Tasks → Manage Data connectors. Select a template, use an AI recommendation, or create a custom connector.

Set up the API call to your ClickUp system. Configure request parameters, authentication (token-based or OAuth), and map the response fields Fin should use.

Data connectors require JWT user authentication to go live. Connectors can only be fully tested in production, not in test workspaces.

Configure

Data connectors support both read and write operations. Fin can fetch data to personalize answers and execute actions like processing refunds, updating accounts, or modifying subscriptions in connected systems.

Read the full setup documentation →