Direct answer: Finta's Aurora catalog includes ClickUp's remote MCP server at https://mcp.clickup.com/mcp. ClickUp describes a public beta that lets an authorized user search workspace content and use supported task, document, comment, chat, and time tools within existing permissions.
This guide is for teams using Finta as relationship intelligence around a capital, investor, customer, or company-building workflow. ClickUp remains the source system for its records. Aurora can use only the context and actions exposed to the connected account.
How the ClickUp connection works
| Connection detail | Current Finta guidance |
|---|---|
| Classification | Catalog MCP |
| Configured endpoint | https://mcp.clickup.com/mcp |
| Authentication and transport | Provider OAuth through Aurora; Streamable HTTP |
| Source of truth | ClickUp remains authoritative for provider records, permissions, and action results. |
| Human control | Review external communication, record changes, financial actions, publishing, deletion, and other consequential work before execution. |
What you can use it for
- Search tasks, Docs, comments, and other supported workspace content for relevant fundraising context.
- Create or update tasks when the connected user has permission and the action is approved.
- Prepare comments, task descriptions, and follow-up checklists for human review.
- Read time, assignment, due-date, and status context exposed by ClickUp's current MCP tools.
- Summarize a defined workstream from source records without claiming the summary is complete.
These uses summarize the current provider documentation and Finta catalog purpose. The exact tool inventory varies by provider version, plan, workspace, user permissions, region, and authorization scopes.
Relationship intelligence workflows for ClickUp
Turn an investor meeting into owned follow-ups
Outcome: Ask the relationship owner to approve creation or assignment.
- Find the ClickUp list or project used for the active raise.
- Compare confirmed meeting actions with existing tasks to avoid duplicates.
- Prepare tasks with owners, due dates, and source links.
- Ask the relationship owner to approve creation or assignment.
Human decision: Meeting notes are inputs, not authorization. A person confirms every external promise and task owner.
Prepare a fundraising operating review
Outcome: Produce a source-linked internal summary without changing task status.
- Search the agreed ClickUp spaces and lists for open fundraising work.
- Group blockers by owner, due date, and decision needed.
- Flag stale or contradictory records for review.
- Produce a source-linked internal summary without changing task status.
Human decision: Aurora should not mark work complete or reassign ownership based only on an inferred status.
How to connect ClickUp to Aurora
- In Aurora, open Apps and select ClickUp.
- Authorize https://mcp.clickup.com/mcp with the intended ClickUp identity.
- Review the workspace access and permissions shown during authorization.
- Confirm tool discovery in Aurora.
- Run a read-only search against a test task or Doc before enabling any write workflow.
Open the official Finta apps directory to confirm the catalog entry before authorizing a provider account.
Permissions and approval boundary
ClickUp tools act with the connected user's permissions. Use the smallest practical workspace access, keep initial use read-only, and require approval before creating, editing, assigning, commenting on, moving, or completing work items.
Limitations to understand
- ClickUp's MCP server is in public beta and tools can change.
- Available operations and rate limits depend on the user's plan, role, and AI entitlements.
- Search results can omit information outside the authorized workspace or object permissions.
- A task update in ClickUp does not send an investor communication unless a separately configured workflow does so.
Verification checklist
- Confirm the endpoint, public beta status, and OAuth behavior against current ClickUp documentation.
- Capture the exact Aurora-discovered tool inventory and user/workspace scope.
- Run a safe read-only search against a controlled test list and retain the receipt.
- Create or update one test task only after explicit approval, then verify it in ClickUp.
- Record plan limits, rate limits, unavailable tools, and verification date before publication.
Verification status: On 2026-08-22, Finta confirmed that this connector appears in the enabled production Aurora catalog and reviewed the configured endpoint, authentication type, and first-party sources listed below. This is not a claim that every provider tool or an authenticated end-to-end action has been tested for every account.
Official provider sources
- ClickUp official MCP documentation (developer.clickup.com)
- ClickUp official MCP documentation 2 (developer.clickup.com)