Agent skill

clickup-data-handling

Handle ClickUp data exports, PII redaction, GDPR compliance, and data retention for ClickUp API integrations. Trigger: "clickup data", "clickup PII", "clickup GDPR", "clickup data retention", "clickup privacy", "clickup CCPA", "clickup data export".

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npx add-skill https://github.com/jeremylongshore/claude-code-plugins-plus-skills/tree/main/plugins/saas-packs/clickup-pack/skills/clickup-data-handling

SKILL.md

ClickUp Data Handling

Overview

Handle sensitive data from ClickUp API v2 responses. ClickUp task data often contains PII (assignee emails, names) and business-sensitive information (task descriptions, comments, custom field values).

ClickUp Data Classification

Data Source PII Risk Handling
/user response High (email, username) Redact in logs
/team members High (emails, names) Minimize; cache only IDs
Task assignees Medium (user IDs, names) Aggregate when possible
Task descriptions Variable (may contain PII) Scan before storing
Custom field values High (email, phone fields) Encrypt at rest
Comments Variable (user content) Scan before logging
Webhook payloads Medium (user objects in history) Redact before queuing

PII Detection in ClickUp Data

typescript
interface PiiFindings {
  field: string;
  type: string;
  value: string;
}

const PII_PATTERNS = [
  { type: 'email', regex: /[a-zA-Z0-9._%+-]+@[a-zA-Z0-9.-]+\.[a-zA-Z]{2,}/g },
  { type: 'phone', regex: /\b\d{3}[-.]?\d{3}[-.]?\d{4}\b/g },
  { type: 'ssn', regex: /\b\d{3}-\d{2}-\d{4}\b/g },
];

function scanClickUpTaskForPii(task: any): PiiFindings[] {
  const findings: PiiFindings[] = [];

  // Check description
  for (const pattern of PII_PATTERNS) {
    const matches = (task.description ?? '').matchAll(pattern.regex);
    for (const m of matches) {
      findings.push({ field: 'description', type: pattern.type, value: m[0] });
    }
  }

  // Check custom fields
  for (const cf of task.custom_fields ?? []) {
    if (cf.type === 'email' && cf.value) {
      findings.push({ field: `custom_field:${cf.name}`, type: 'email', value: cf.value });
    }
    if (cf.type === 'phone' && cf.value) {
      findings.push({ field: `custom_field:${cf.name}`, type: 'phone', value: cf.value });
    }
  }

  // Check assignees
  for (const assignee of task.assignees ?? []) {
    if (assignee.email) {
      findings.push({ field: 'assignee', type: 'email', value: assignee.email });
    }
  }

  return findings;
}

Redaction for Logging

typescript
function redactClickUpResponse(data: any): any {
  const redacted = JSON.parse(JSON.stringify(data));

  // Redact user objects
  const redactUser = (user: any) => {
    if (user?.email) user.email = '[REDACTED]';
    if (user?.username) user.username = user.username.substring(0, 2) + '***';
  };

  // Task-level redaction
  if (redacted.assignees) redacted.assignees.forEach(redactUser);
  if (redacted.creator) redactUser(redacted.creator);

  // Webhook payload redaction
  if (redacted.history_items) {
    for (const item of redacted.history_items) {
      if (item.user) redactUser(item.user);
    }
  }

  // Custom fields with PII types
  if (redacted.custom_fields) {
    for (const cf of redacted.custom_fields) {
      if (['email', 'phone'].includes(cf.type) && cf.value) {
        cf.value = '[REDACTED]';
      }
    }
  }

  return redacted;
}

// Use when logging API responses
console.log('[clickup] task fetched:', JSON.stringify(redactClickUpResponse(task)));

Data Export for GDPR/CCPA

typescript
async function exportUserClickUpData(userId: number, teamId: string) {
  // 1. Get user profile
  const user = await clickupRequest('/user');

  // 2. Get tasks assigned to user across workspace
  const tasks = await clickupRequest(
    `/team/${teamId}/task?assignees[]=${userId}&include_closed=true`
  );

  // 3. Get time entries by user
  const timeEntries = await clickupRequest(
    `/team/${teamId}/time_entries?assignee=${userId}`
  );

  return {
    exportedAt: new Date().toISOString(),
    source: 'ClickUp API v2',
    userData: {
      id: user.user.id,
      username: user.user.username,
      email: user.user.email,
    },
    tasks: tasks.tasks.map((t: any) => ({
      id: t.id,
      name: t.name,
      status: t.status.status,
      url: t.url,
    })),
    timeEntries: timeEntries.data?.map((e: any) => ({
      id: e.id,
      duration: e.duration,
      description: e.description,
      task_id: e.task?.id,
    })) ?? [],
  };
}

Data Retention

typescript
// Track ClickUp API data locally with retention policies
interface RetentionPolicy {
  dataType: string;
  retentionDays: number;
  reason: string;
}

const RETENTION_POLICIES: RetentionPolicy[] = [
  { dataType: 'api_request_logs', retentionDays: 30, reason: 'Debugging' },
  { dataType: 'webhook_events', retentionDays: 90, reason: 'Audit trail' },
  { dataType: 'cached_tasks', retentionDays: 1, reason: 'Performance' },
  { dataType: 'time_entries', retentionDays: 365, reason: 'Billing' },
  { dataType: 'audit_logs', retentionDays: 2555, reason: 'Compliance (7 years)' },
];

async function enforceRetention(db: any) {
  for (const policy of RETENTION_POLICIES) {
    const cutoff = new Date();
    cutoff.setDate(cutoff.getDate() - policy.retentionDays);
    await db.collection(policy.dataType).deleteMany({
      createdAt: { $lt: cutoff },
    });
  }
}

Error Handling

Issue Cause Solution
PII in logs Missing redaction Wrap all logging with redactClickUpResponse
GDPR export incomplete Pagination not handled Use async generator for full export
Retention job fails DB connection Add retry logic to cron job
Custom field PII missed New field types Re-scan fields via /list/{id}/field

Resources

Next Steps

For enterprise access control, see clickup-enterprise-rbac.

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