PatchOps

Available tools

67 tools

Tool	Description
`listApps`	List every app the current user token can access (returns appId + name)
`createApp`	Create a Quickbase app
`getApp`	Get app details by ID
`updateApp`	Update an app
`deleteApp`	Delete an app
`getAppEvents`	Get app events (webhooks, workflows, etc.)
`copyApp`	Copy an existing app
`getRoles`	List roles in an app
`createTable`	Create a table in an app
`getAppTables`	List tables in an app
`getTable`	Get a table by ID
`updateTable`	Update a table
`deleteTable`	Delete a table
`getRelationships`	List table relationships
`createRelationship`	Create a table relationship
`updateRelationship`	Update a relationship
`deleteRelationship`	Delete a relationship
`getFields`	List fields for a table
`createField`	Create a field
`deleteFields`	Delete fields
`getField`	Get a field by ID
`updateField`	Update a field
`getFieldsUsage`	Get usage for all fields in a table
`getFieldUsage`	Get usage for a single field
`upsert`	Insert or update records
`deleteRecords`	Delete records by query
`runQuery`	Run a query against a table (select, where, sortBy, etc.)
`recordsModifiedSince`	Get records modified since a given time
`getTableReports`	List reports for a table
`getReport`	Get report metadata
`runReport`	Run a report and return results
`runFormula`	Run a Quickbase formula
`downloadFile`	Download a file from a record
`deleteFile`	Delete a file from a record
`getTempTokenDBID`	Get a temporary token for a DBID
`exchangeSsoToken`	Exchange an SSO token
`audit`	Query audit events
`exportSolution`	Export a solution definition
`updateSolution`	Update a solution
`createSolution`	Create a solution
`exportSolutionToRecord`	Export a solution to a record
`createSolutionFromRecord`	Create a solution from a record
`updateSolutionToRecord`	Update a solution stored in a record
`changesetSolution`	Get changeset for a solution
`changesetSolutionFromRecord`	Get changeset from a solution record
`getSolutionPublic`	Get public solution metadata
`getUsers`	List users
`denyUsers`	Deny users
`denyUsersAndGroups`	Deny users and groups
`undenyUsers`	Undeny users
`addMembersToGroup`	Add members to a group
`removeMembersFromGroup`	Remove members from a group
`addManagersToGroup`	Add managers to a group
`removeManagersFromGroup`	Remove managers from a group
`addSubgroupsToGroup`	Add subgroups to a group
`removeSubgroupsFromGroup`	Remove subgroups from a group
`getTrustees`	List trustees
`addTrustees`	Add trustees
`removeTrustees`	Remove trustees
`updateTrustees`	Update trustees
`cloneUserToken`	Clone a user token
`transferUserToken`	Transfer a user token
`deactivateUserToken`	Deactivate a user token
`deleteUserToken`	Delete a user token
`platformAnalyticReads`	Platform analytics reads
`platformAnalyticEventSummaries`	Platform analytics event summaries
`generateDocument`	Generate a document from a template

Setup

A few steps to connect your AI agents to Quickbase.

Get started

1
Generate a user token
Log in to Quickbase, go to My Preferences → Manage my user tokens → New user token. Assign it to the apps you want to access.
2
Connect on PatchOps
Navigate to /mcp, find Quickbase, paste your user token and enter your realm hostname (e.g., mycompany.quickbase.com).
3
Start Querying
Use getAppTables to list tables, then runQuery or runReport to pull records. Use upsert to write back data.

Connect to your AI assistant

Pick the tool your team uses for the exact setup steps.

1
Open Claude settings
Launch Claude, click the profile button (bottom left), and go to Settings.
2
Access connectors
Open the Connectors tab, scroll to the bottom, and click “Add custom connector”.
3
Name your connector
Enter any name you’d like for this connector.
4
Get the connector URL
Log in to PatchOps, open the /mcp page, and copy the connector URL you want to use.
5
Add the connector
Paste the URL into the “Remote MCP server URL” box and click Add.
6
Start using
Your Quickbase connector is ready to use in Claude.