--- title: "Connect ClickUp and freee - APIANT.ai" description: "When \"New Comment on a Task\" fires in ClickUp, your agent runs \"Add deal\" in freee, or \"New manual journal\" in freee to \"Add Task Checklist\" in ClickUp." canonical: "https://apiant.ai/connect/clickup-to-freee" --- # Connect ClickUp and freee When **New Comment on a Task** fires in [ClickUp](https://apiant.ai/connections/clickup), your agent runs **Add deal** in [freee](https://apiant.ai/connections/freee), or **New manual journal** in freee to **Add Task Checklist** in ClickUp. Describe the whole flow and it is built, tested on every scenario and kept running. ClickUp **6** triggers ClickUp **22** actions freee **2** triggers freee **22** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want ClickUp and freee to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What ClickUp and freee can do together ### From ClickUp to freee - When **New Comment on a Task** in ClickUp then **Add deal** in freee - When **New Folder** in ClickUp then **Update deal** in freee ### From freee to ClickUp - When **New manual journal** in freee then **Add Task Checklist** in ClickUp - When **Unsettled Deal** in freee then **Create Task** in ClickUp Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with ClickUp and freee ## Triggers and actions 8 triggers · 44 actions - Trigger **New Comment on a Task** Triggers when a new Comment is added to a Task in ClickUp. - Trigger **New Folder** Triggers when new folders are created. - Trigger **New List** Triggers when new lists are created. - Trigger **New Task** Triggers when tasks are added. - Trigger **New Time Entry** Triggers when a new Time Entry is added using ClickUp Time tracking. - Trigger **Task Changes** Triggers when a task changes. - Action **Add Task Checklist** Add a checklist to a task - Action **Archive or Delete Task** Archive or delete ClickUp task - Action **Create Folder** Creates a new folder - Action **Create List** Creates a new list - Action **Create New Document** Create new document in the specific location - Action **Create New Document Page** Create new page in the specific document - Action **Create Space** A Space represents teams, departments, or groups, each with its own Lists, workflows, and settings. - Action **Create Subtask** Creates a new subtask - Action **Create Task** Creates a new task. - Action **Edit Document Page** Edit document page - Action **Find a List of All Tasks** Finds a list of all tasks created in Workspace/Space/Folder/List. Supports Custom Fields. - Action **Find Custom Fields** View the Custom Fields available on tasks in a specific Team / Space / Folder / List. - Action **Find Documents** Search for documents by location. - Action **Find Task by ID** Find an existing task by its ID. - Action **Find the Most Recent Task** Find the most recent task created in Workspace/Space/Folder/List. - Action **Find User by Name or Email** Find an existing user by their name or their email. - Action **Post a Task Comment** Post a comment to a task - Action **Post Attachment** Post an attachment to a task. - Action **Send Chat Message to Channel** Post a message to a specific channel you choose. - Action **Send Direct Message** Send a direct message to a user or yourself. - Action **Time Tracked** Add time tracked to a task - Action **Update Task** Updates an existing task. - Trigger **New manual journal** Triggers when a new manual journal (振替伝票) is created in the selected freee company. - Trigger **Unsettled Deal** Triggers when a new unsettled income or expense deal (取引) appears in the selected freee company. - Action **Add account item** Creates a new account item (勘定科目) in a freee Accounting company and returns the created account item. - Action **Add deal** Creates an income or expense deal (取引) in a freee company, with its line items and, optionally, the payments that settle it. - Action **Add manual journal** Creates a manual journal (振替伝票) in a freee company, with balanced debit and credit lines. - Action **Add transfer** Creates a transfer (口座振替) in a freee company, moving money from one bank account, credit card or wallet to one or more other accounts. - Action **Create Item** Creates a new item (品目) in a freee company, which can then be selected on deals and other transactions. - Action **Create Partner** Creates a new partner (取引先) — a customer or supplier — in a freee company, for use on deals and invoices. - Action **Create Tag** Creates a new memo tag (メモタグ) in a freee company, which can then be attached to deal and transfer line items. - Action **Delete deal** Deletes an income or expense deal (取引) from a freee company. - Action **Get deal** Returns one income or expense deal (取引) in a freee company, including its detail lines, payments, renewals and attached receipts. - Action **Get partner** Returns one partner (取引先) of a freee company by its id, including contact, address, bank account and payment-term settings. - Action **Get Section** Returns a single section (department) of a freee company by its id, including its name, official name, shortcuts and availability. - Action **Get Tag** Returns one memo tag (メモタグ) in a freee company by its id, including its name, shortcuts and last update date. - Action **Get Transfer** Returns one transfer (振替) between accounts in a freee company, including its destination account lines. - Action **List account items** Returns the account items (勘定科目) defined for a freee company, optionally filtered by keyword or update date. - Action **List companies** Returns every freee company (事業所) the connected user belongs to, with each company's id, name, display name, company number and the user's role there. - Action **List deals** Returns the income and expense deals (取引) recorded in a freee company, optionally filtered by partner, account item, settlement status, type, dates or remaining amount. - Action **List items** Returns the items (品目) registered in a freee company, including items marked as not in use. Optionally limited to items updated within a date range. - Action **List manual journals** Returns the manual journals (振替伝票) of a freee company, optionally filtered by date, account item, amount, partner, item, section, segment tags, comments, adjustment type or journal number. - Action **List partners** Returns the partners (取引先) registered in a freee company, optionally filtered by keyword or last-updated date. Archived partners are not included. - Action **List walletables** Returns the company's walletables — bank accounts, credit cards and other payment accounts such as cash — optionally with balances and sync status. - Action **Update deal** Updates an existing income or expense deal (取引) in freee Accounting, replacing its dates, partner, reference number, line items and attached receipts. - Action **Update partner** Updates an existing partner (取引先) in freee Accounting. Only the details you fill in are changed; everything else keeps its current value. ## Each app on its own - [ **ClickUp** ClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.](https://apiant.ai/connections/clickup) - [ **freee** freee provides cloud-based accounting & HR software for SMBs in Japan to automate and simplify back-office...](https://apiant.ai/connections/freee) Reviews ## What our customers say ## More from ClickUp - [ **ClickUp to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/clickup-to-hubspot) - [ **ClickUp to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/clickup-to-slack) - [ **ClickUp to Google Sheets** Google Sheets](https://apiant.ai/connect/clickup-to-google-sheets) - [ **ClickUp to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/clickup-to-google-calendar) - [ **ClickUp to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/clickup-to-mailchimp) - [ **ClickUp to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/clickup-to-shopify) ## More into freee - [ **ActiveCampaign to freee** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-freee) - [ **Airtable to freee** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-freee) - [ **Asana to freee** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-freee) - [ **Discord to freee** Discord is an all-in-one voice and text chat for gamers.](https://apiant.ai/connect/discord-to-freee) - [ **Brevo to freee** Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...](https://apiant.ai/connect/brevo-to-freee) - [ **Calendly to freee** Calendly is a scheduling automation platform for eliminating the back-and-forth emails to find the perfect...](https://apiant.ai/connect/calendly-to-freee) Questions ## ClickUp and freee, answered ### ### What can start an automation from ClickUp? Any of ClickUp's 6 triggers in the catalog, including New Comment on a Task, New Folder, New List and New Task. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in freee when something happens in ClickUp? Any of freee's 22 actions, including Create Item, Create Partner, Create Tag and Update deal. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from freee to ClickUp? Yes. When something happens in freee, your agent can act in ClickUp too. This page covers both directions: freee's triggers and ClickUp's actions are listed here as well. ### ### Do I have to build a connector for ClickUp or freee? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use ClickUp and freee without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.