# 🎉 QuickBase MCP Server Setup Complete!
## ✅ What's Working
Your QuickBase MCP server has been successfully set up and tested:
- ✅ **API Connection**: Successfully connected to QuickBase API
- ✅ **Authentication**: User token working correctly
- ✅ **Table Access**: Can read table schema and fields
- ✅ **Record Operations**: Can query and retrieve records
- ✅ **App ID**: Correct app ID configured (`btr3r3fk5`)
## 📊 Test Results
**Connected to:**
- **Realm**: seanngates.quickbase.com
- **App**: btr3r3fk5
- **Test Table**: Leads (bu65pc8px)
- **Fields Found**: 49 fields
- **Records Accessible**: ✅ Successfully queried records
## 🚀 Next Steps
### 1. Start the MCP Server
```bash
cd quickbase-mcp-server
npm start
```
### 2. Add to Claude Desktop Configuration
Add this to your Claude Desktop `config.json`:
```json
{
"mcpServers": {
"quickbase": {
"command": "node",
"args": ["C:/Users/ljcir/Downloads/USWorkflow/USWorkflow/quickbase-mcp-server/dist/index.js"],
"env": {}
}
}
}
```
### 3. Available QuickBase Tools
Once connected, you'll have access to these powerful tools:
#### **Application Management**
- `quickbase_get_app_info` - Get application information
- `quickbase_get_tables` - List all tables in the app
- `quickbase_test_connection` - Test API connection
#### **Table Operations**
- `quickbase_create_table` - Create new tables
- `quickbase_get_table_info` - Get table details
- `quickbase_delete_table` - Delete tables
#### **Field Management**
- `quickbase_get_table_fields` - Get all fields in a table
- `quickbase_create_field` - Create new fields (all types)
- `quickbase_update_field` - Update existing fields
- `quickbase_delete_field` - Delete fields
#### **Record Operations**
- `quickbase_query_records` - Query records 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 records by text
#### **Advanced Features**
- `quickbase_create_relationship` - Create table relationships
- `quickbase_get_relationships` - Get table relationships
- `quickbase_get_reports` - Get available reports
- `quickbase_run_report` - Execute reports
## 💡 Usage Examples
### Query Your Leads
```
Show me the first 10 leads from my QuickBase
```
### Create a New Field
```
Add a new field called "Follow Up Date" to the Leads table as a date field
```
### Update Records
```
Update record 20 in the Leads table to set the customer name to "John Smith"
```
### Create New Table
```
Create a new table called "Projects" with fields for name, start date, and budget
```
## 🔧 Configuration Files
Your key configuration files:
- **Environment**: `.env` (contains your credentials)
- **Source Code**: `src/` directory
- **Built Server**: `dist/` directory
- **Dependencies**: `package.json`
## 🛠️ Troubleshooting
### If the server doesn't start:
```bash
# Rebuild the server
npm run build
# Check for errors
npm start
```
### If tools don't appear in Claude:
1. Make sure the server is running
2. Check Claude Desktop config path
3. Restart Claude Desktop
### Need to change credentials:
Edit the `.env` file and restart the server
## 🎯 You Now Have Maximum Flexibility!
Unlike the basic Zapier integration, your custom MCP server gives you:
- **Create/Delete Tables** - Full table management
- **All Field Types** - Text, dates, relationships, formulas
- **Bulk Operations** - Handle hundreds of records at once
- **Complex Queries** - Advanced filtering and sorting
- **Relationships** - Link tables together
- **Real-time Updates** - Instant data synchronization
## 🎉 Ready to Use!
Your QuickBase MCP server is now ready. Start the server and begin using Claude to manage your QuickBase data with unprecedented flexibility and power!
---
**Need help?** Check the README.md or test-connection.js files for additional guidance.
