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Quickbase

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Low-code application platform — apps, tables, fields, records, reports, files, formulas, solutions, users, groups, and audit.

What is Quickbase?

Quickbase REST API integration providing complete low-code application access: discover apps with listApps, browse and manage apps, tables, and fields; run and upsert records; execute reports; run formulas; manage solutions, files, users, and groups; and stream audit events. 67 methods covering the full Quickbase REST API surface plus a legacy listApps discovery endpoint.

Available Tools

  • 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

Requirements

  • Quickbase account
    A Quickbase realm with apps and user token permissions
  • User token required
    Generate a user token from your Quickbase account. Enter on the MCP Servers page along with your realm hostname (e.g., mycompany.quickbase.com).

Quick Setup Guide

Follow these steps to connect your AI agents to this connector

Log in to Quickbase, go to My Preferences → Manage my user tokens → New user token. Assign it to the apps you want to access.

Navigate to /mcp, find Quickbase, paste your user token and enter your realm hostname (e.g., mycompany.quickbase.com).

Use getAppTables to list tables, then runQuery or runReport to pull records. Use upsert to write back data.

Connect to Your AI Assistant

Choose your AI assistant below for specific setup instructions

Follow these steps to connect Quickbase to Claude:

Step 1: Open Claude Settings

Launch Claude → Click the profile button (bottom left) → Navigate to Settings

Step 2: Access Connectors

Scroll down to the Connectors tab → Navigate to the bottom → Click “Add Custom Connector”

Step 3: Name Your Connector

Enter any name you'd like for this connector

Step 4: Get the Connector URL

Log in to PatchOps → Navigate to the /mcp page → Copy the connector URL you want to use

Step 5: Add the Connector

Paste the URL in the “Remote MCP Server URL” text box → Click Add

Step 6: Start Using

Your connector is now ready to use in Claude

Follow these steps to connect Quickbase to ChatGPT:

Step 1: Enable Developer Mode

Go to Settings → Connectors → Advanced → Enable Developer mode

Step 2: Create New Connector

Go back to Connectors page → Click “Create” (top right)

Step 3: Name Your Connector

Enter any name you'd like for this connector (descriptions are optional)

Step 4: Get the Connector URL

Log in to PatchOps → Navigate to the /mcp page → Copy the connector URL you want to use

Step 5: Add the URL

Paste the URL in the “MCP Server URL” text box

Step 6: Set Authentication

Click the authentication dropdown → Select “No authentication” (PatchOps handles authentication internally)

Step 7: Create the Connector

Click “I understand and want to continue” checkbox → Press Create

Step 8: Using the Connector

Start a new chat → Click the + button (left of text box) → Open dropdown → Hover over three dots labeled “More” → Select your connector

Instructions for connecting Quickbase to GitHub Copilot:

Coming Soon

Detailed setup instructions for GitHub Copilot will be added here.

For other MCP-compatible platforms:

Step 1: Get the Connector URL

Log in to PatchOps → Navigate to the /mcp page → Copy the connector URL you want to use

Step 2: Add to Configuration

Add this configuration to your MCP settings file. Replace the URL with your specific connector URL from the /mcp page:

"Quickbase-MCP": {
  "url": "https://patchops.ai/api/mcp/...",
  "type": "http"
}

Example Configuration

Here’s an example using PatchOps MCP:

"PatchOps-MCP": {
  "url": "https://patchops.ai/api/mcp/...",
  "type": "http"
}