QuickBase MCP Server

A Model Context Protocol (MCP) server that provides maximum flexibility for QuickBase operations. This server allows you to create tables, add fields, modify relationships, and perform all QuickBase operations through MCP tools.

Features

Application Management

Get application information
List all tables
Test connection

Table Operations

Create new tables
Get table information
Update table properties
Delete tables

Field Management

Get all fields for a table
Create new fields (all types supported)
Update existing fields
Delete fields
Support for lookups, formulas, relationships

Record Operations

Query records with filtering and sorting
Get specific records
Create single or multiple records
Update existing records
Delete records
Search records by text
Bulk operations

Relationship Management

Create parent-child relationships
Get existing relationships
Foreign key management

Utility Functions

Get and run reports
Advanced querying capabilities
Error handling and retry logic

Installation

Clone and setup the server:

cd quickbase-mcp-server
npm install

Copy environment configuration:

cp env.example .env

Configure your QuickBase credentials in .env:

# QuickBase Configuration
QB_REALM=seanngates.quickbase.com
QB_USER_TOKEN=your_quickbase_user_token_here
QB_APP_ID=btr3r3fk5

# Optional: Default settings
QB_DEFAULT_TIMEOUT=30000
QB_MAX_RETRIES=3

# MCP Server Configuration
MCP_SERVER_NAME=quickbase-mcp
MCP_SERVER_VERSION=1.0.0

Build the project:

npm run build

Getting Your QuickBase User Token

Go to QuickBase → My Apps → User Account
Click "Manage user tokens"
Click "New user token"
Give it a name like "MCP Server"
Set appropriate permissions
Copy the token to your .env file

Usage

Run the server standalone:

npm start

Add to your MCP client configuration:

Add to your MCP client configuration (e.g., Claude Desktop):

{
  "mcpServers": {
    "quickbase": {
      "command": "node",
      "args": ["/path/to/quickbase-mcp-server/dist/index.js"],
      "env": {
        "QB_REALM": "seanngates.quickbase.com",
        "QB_USER_TOKEN": "your_token_here",
        "QB_APP_ID": "btr3r3fk5"
      }
    }
  }
}

Available Tools

Application Tools

quickbase_get_app_info - Get application information
quickbase_get_tables - List all tables
quickbase_test_connection - Test connection

Table Tools

quickbase_create_table - Create new table
quickbase_get_table_info - Get table details
quickbase_delete_table - Delete table

Field Tools

quickbase_get_table_fields - Get all fields
quickbase_create_field - Create new field
quickbase_update_field - Update existing field
quickbase_delete_field - Delete field

Record Tools

quickbase_query_records - Query with filters/sorting
quickbase_get_record - Get specific record
quickbase_create_record - Create new record
quickbase_update_record - Update existing record
quickbase_delete_record - Delete record
quickbase_bulk_create_records - Create multiple records
quickbase_search_records - Search by text

Relationship Tools

quickbase_create_relationship - Create table relationship
quickbase_get_relationships - Get existing relationships

Utility Tools

quickbase_get_reports - Get all reports
quickbase_run_report - Run specific report

Example Usage

Create a new table:

{
  "name": "quickbase_create_table",
  "arguments": {
    "name": "New Projects",
    "description": "Project tracking table"
  }
}

Add a field to a table:

{
  "name": "quickbase_create_field",
  "arguments": {
    "tableId": "bu65pc8px",
    "label": "Project Status",
    "fieldType": "text_choice",
    "choices": ["Planning", "Active", "Complete", "On Hold"],
    "required": true
  }
}

Query records with filtering:

{
  "name": "quickbase_query_records",
  "arguments": {
    "tableId": "bu65pc8px",
    "where": "{6.EX.'John'}",
    "top": 10,
    "sortBy": [{"fieldId": 3, "order": "DESC"}]
  }
}

Create a new record:

{
  "name": "quickbase_create_record",
  "arguments": {
    "tableId": "bu65pc8px",
    "fields": {
      "6": {"value": "John Doe"},
      "7": {"value": "123 Main St"},
      "8": {"value": "john@example.com"}
    }
  }
}

Field Types Supported

text - Single line text
text_choice - Single choice dropdown
text_multiline - Multi-line text
richtext - Rich text editor
numeric - Number field
currency - Currency field
percent - Percentage field
date - Date field
datetime - Date/time field
checkbox - Checkbox field
email - Email field
phone - Phone number field
url - URL field
address - Address field
file - File attachment
lookup - Lookup from another table
formula - Calculated field
reference - Table reference

Development

Run in development mode:

npm run dev

Run tests:

npm test

Troubleshooting

Common Issues

Authentication Error
- Check your user token is correct
- Verify token permissions include your app
- Ensure realm hostname is correct
Table/Field Not Found
- Verify table/field IDs are correct
- Check if you have permissions to access
Field Creation Fails
- Check field type is supported
- Verify choices are provided for choice fields
- Ensure formula syntax is correct for formula fields

Enable Debug Logging

Set environment variable:

DEBUG=quickbase-mcp:*

Implementation Notes

This server provides the maximum flexibility for QuickBase operations by:

Direct API Access - Uses QuickBase REST API v1 directly
Complete Field Support - Supports all QuickBase field types
Relationship Management - Can create and manage table relationships
Bulk Operations - Efficient bulk record operations
Advanced Querying - Full QuickBase query syntax support
Error Handling - Comprehensive error handling and retry logic

Your QuickBase Application

Based on your mapping file, you have:

App ID: btr3r3fk5
Realm: seanngates.quickbase.com
Tables: Leads, Clients, Orders, Sales Representatives, Employees, etc.

This server can help you implement the relationships and new fields defined in your mapping file.

License

MIT License

You must be authenticated.

security – no known vulnerabilities

license - permissive license

quality - confirmed to work

Tools

View all tools

A Model Context Protocol server that provides comprehensive control over QuickBase operations, allowing users to manage applications, tables, fields, records, and relationships through MCP tools.

Related Resources

Reddit Discussion about this server

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