Why this tool?
ClickUp is built for teams running multiple workstreams with operational depth. The layered Spaces/Folders/Lists hierarchy and powerful automation engine make it a strong fit for advisory and operations-heavy teams. It scales from a solo practice to a larger team without forcing a platform switch — and the native MCP connector is the strongest integration story in this group.
Key Capabilities
- Views: List, Board, Calendar, Gantt, Timeline, Mind Map, Workload
- Subtasks: Yes, with unlimited nesting on paid plans
- Dependencies: Yes — with lag times and blocking logic
- Automations: 100/mo (Free) · 1,000/mo (Unlimited) · 5,000+/mo (Business+)
- Dashboards: Custom dashboards (Business+ plans)
- Guest access: Free guests all plans; permission-controlled on paid
- Time tracking: Built in on all paid plans
- Mobile: iOS and Android
Pricing (USD · annual billing)
| Plan | Price | Notes |
|---|
| Free |
$0 |
Unlimited tasks · 60MB storage |
| Unlimited |
$7/user/mo |
Most popular for small teams |
| Business |
$12/user/mo |
Gantt + unlimited Dashboards |
| Enterprise |
Custom |
SSO · data residency · advanced security |
ClickUp Brain (AI): $9/user/mo add-on, or bundled at ~$28/user/mo. Automations: resets monthly; unused runs do not carry forward.
AI & Connectivity
Native AI
Paid add-on
Task drafting, summaries, status updates. $9/user/mo or bundled. Available on all paid plans once enabled.
MCP Connector
Official ✓
First-party remote MCP server — AI agents can read and write ClickUp data via the standard protocol.
API Access
Full REST API
100 calls/min (Free–Business) · 10,000 calls/min (Enterprise). Full read/write across tasks, automations, and workspaces.
Security & Compliance
SOC 2 Type II
ISO 27001
GDPR
HIPAA
Trust & security: clickup.com/security
Data Residency
Default: United States (AWS). EU and APAC options on Enterprise. Canadian businesses: US-hosted data may be subject to the USA PATRIOT Act.
PIPEDA guidance ↗
Ownership & Vendor Risk
✓ Low Risk
Privately held. No known acquisition, PE ownership, or pending structural change as of August 2026. Stable SKU structure since 2022.