QuickBase MCP server

The QuickBase MCP server allows you to interact with QuickBase through the Model Context Protocol, providing comprehensive capabilities for managing applications, tables, fields, records, and relationships. This server gives you full control over your QuickBase data through MCP tools.

Installation

Prerequisites

To use the QuickBase MCP server, you'll need:

• Node.js installed on your system
• A QuickBase account with appropriate permissions
• A QuickBase user token

Setup Instructions

1. Clone and install dependencies:

   cd quickbase-mcp-server
   npm install
   

2. Configure environment settings:

   cp env.example .env
   

3. Edit the .env file with your QuickBase credentials:

   # QuickBase Configuration
   QB_REALM=yourname.quickbase.com
   QB_USER_TOKEN=your_quickbase_user_token_here
   QB_APP_ID=yourid
   
   # 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
   

4. Build the project:

   npm run build
   

Getting Your QuickBase User Token

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

Usage

Running the Server

Start the server in standalone mode:

npm start

Integrating with MCP Clients

Add the server to your MCP client configuration (such as Claude Desktop):

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

Available Tools

Application Management

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

Table Operations

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

Field Management

• 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 Operations

• 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 Management

• 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

Creating a New Table

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

Adding 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
  }
}

Querying Records with Filtering

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

Creating a New Record

{
  "name": "quickbase_create_record",
  "arguments": {
    "tableId": "bu65pc8px",
    "fields": {
      "6": {"value": "John Doe"},
      "7": {"value": "123 Main St"},
      "8": {"value": "[email protected]"}
    }
  }
}

Supported Field Types

• 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

Troubleshooting

Common Issues

1. Authentication Error

   • Check your user token is correct
   • Verify token permissions include your app
   • Ensure realm hostname is correct

2. Table/Field Not Found

   • Verify table/field IDs are correct
   • Check if you have permissions to access

3. 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

For more detailed logs, set the environment variable:

DEBUG=quickbase-mcp:*

How to install this MCP server

For Claude Code

To add this MCP server to Claude Code, run this command in your terminal:

claude mcp add-json "quickbase" '{"command":"node","args":["/path/to/quickbase-mcp-server/dist/index.js"],"env":{"QB_REALM":"yourname.quickbase.com","QB_USER_TOKEN":"your_token_here","QB_APP_ID":"yourid"}}'

See the official Claude Code MCP documentation for more details.

For Cursor

There are two ways to add an MCP server to Cursor. The most common way is to add the server globally in the ~/.cursor/mcp.json file so that it is available in all of your projects.

If you only need the server in a single project, you can add it to the project instead by creating or adding it to the .cursor/mcp.json file.

Adding an MCP server to Cursor globally

To add a global MCP server go to Cursor Settings > Tools & Integrations and click "New MCP Server".

When you click that button the ~/.cursor/mcp.json file will be opened and you can add your server like this:

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

Adding an MCP server to a project

To add an MCP server to a project you can create a new .cursor/mcp.json file or add it to the existing one. This will look exactly the same as the global MCP server example above.

How to use the MCP server

Once the server is installed, you might need to head back to Settings > MCP and click the refresh button.

The Cursor agent will then be able to see the available tools the added MCP server has available and will call them when it needs to.

You can also explicitly ask the agent to use the tool by mentioning the tool name and describing what the function does.

For Claude Desktop

To add this MCP server to Claude Desktop:

1. Find your configuration file:

• macOS: ~/Library/Application Support/Claude/claude_desktop_config.json
• Windows: %APPDATA%\Claude\claude_desktop_config.json
• Linux: ~/.config/Claude/claude_desktop_config.json

2. Add this to your configuration file:

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

3. Restart Claude Desktop for the changes to take effect