About
Low-code application platform: apps, tables, fields, records, reports, files, formulas, solutions, users, groups, and audit.
Setup
A few steps to connect your AI agents to Quickbase.
- 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
Ask your AI agent for the data you need — it discovers this connector's methods automatically.
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.