Integration · Company data

Connect Claude & ChatGPT to Quickbase

Ask your AI to find records in a Quickbase table, run a saved report, or add a new record. It can list the tables and fields in an app, query records with Quickbase filters, add or update records, see what changed since a given time, and download file attachments. You get answers from your Quickbase apps without building a new report first.

Connect Quickbase free

Free plan, no credit card. Takes about a minute.

Try asking

“Which projects in the Projects table are still open?”
The AI looks up the table's fields, then queries the records with a filter on the status field and returns the matches.
“Run the Overdue tasks report.”
It finds the report among the table's saved reports and runs it, returning its records.
“Add a customer record for Acme Ltd with Sara Jensen as contact.”
It checks the field IDs for the table and adds a new record with those values.

What your AI can do

Apps, tables and fields

Read app details, list tables, fields and relationships, and look up a field's type and choice values.

Records

Query records with Quickbase filters, sorting and paging, add or update records, and list records changed since a given time.

Reports and files

List, read and run saved reports, and download file attachments from records.

“Set the status of record 214 to Done.”
It updates the existing record by its record ID instead of adding a new one.
“What changed in the Orders table since Monday?”
It lists the records in the table that changed after that time.
“How are the tables in this app connected?”
It lists the tables in the app and the parent and child relationships of each table.

66 tools for Quickbase

These tools are switched on when you connect. You can switch any of them off, or require your approval before it runs.

archive_usertokenDeletesDeactivate a usertoken. Destructive action; may require approval. API summary: Deactivate a user token.
create_appChanges dataCreate a new app. Required: qb realm hostname or name. API summary: Create an app.
create_app_trusteeChanges dataCreate a new trustee for a app. Required: qb realm hostname. API summary: Add trustees to an app.
create_auditChanges dataCreate a new audit. Required: qb realm hostname. API summary: Get audit logs.
create_fieldChanges dataCreate a new field. Required: table id, qb realm hostname, field type or label. API summary: Create a field.
create_group_managerChanges dataCreate a new manager for a group. Required: qb realm hostname. API summary: Add managers.
create_group_subgroupChanges dataCreate a new subgroup for a group. Required: qb realm hostname. API summary: Add child groups.
create_group_userChanges dataCreate a new user for a group. Required: qb realm hostname. API summary: Add members.
create_runChanges dataCreate a new run. Required: qb realm hostname, formula or from. API summary: Run a formula.
create_solutionChanges dataCreate a new solution. Required: qb realm hostname or body. API summary: Create a solution.
create_summaryChanges dataCreate a new summary. Required: qb realm hostname, start, end or group by. API summary: Get event summaries.
create_tableChanges dataCreate a new table. Required: app id, qb realm hostname or name. API summary: Create a table.
create_table_relationshipChanges dataCreate a new relationship for a table. Required: qb realm hostname or parent table id. API summary: Create a relationship.
create_userChanges dataCreate a new user. Required: qb realm hostname. API summary: Get users.
delete_appDeletesPermanently delete a app by app id. Destructive action; may require approval. API summary: Delete an app.
delete_app_trusteesMoves moneyPermanently delete a trustee by app id. Financial or irreversible action; may require approval. API summary: Remove trustees from an app.
delete_documentDeletesPermanently delete a document by version number. Destructive action; may require approval. API summary: Delete file.
delete_fieldsMoves moneyPermanently delete a field. Financial or irreversible action; may require approval. API summary: Delete field(s).
delete_group_managersMoves moneyPermanently delete a manager by gid. Financial or irreversible action; may require approval. API summary: Remove managers.
delete_group_subgroupsMoves moneyPermanently delete a subgroup by gid. Financial or irreversible action; may require approval. API summary: Remove child groups.
delete_group_usersMoves moneyPermanently delete a user by gid. Financial or irreversible action; may require approval. API summary: Remove members.
delete_recordsMoves moneyPermanently delete a record. Financial or irreversible action; may require approval. API summary: Delete record(s).
delete_tableDeletesPermanently delete a table by table id. Destructive action; may require approval.
delete_table_relationshipDeletesPermanently delete a relationship by relationship id. Destructive action; may require approval.
delete_usertokensMoves moneyPermanently delete a usertoken. Financial or irreversible action; may require approval. API summary: Delete a user token.
download_file_attachmentDownload a file attachment from a record, identified by `table_id`, `record_id`, the file field's `field_id` and `version_number`.
export_solutionsExport solutions. API summary: Export a solution.
export_torecordsExport torecords. API summary: Export solution to record.
get_appGet one Quickbase app's details by `app_id` (the ID after /db/ in the app's address), such as name, description and date format.
get_fieldGet one field's properties by `field_id` and `table_id`, such as label, type and choice values.
get_reportGet a saved report's definition (columns, filter, sorting) by `report_id` and `table_id`.
get_tableGet one table's details (name, record names, key field) by `table_id` and `app_id`.
get_temporaryGet one temporary by dbid. API summary: Get a temporary token for a dbid.
get_usageGet one usage by field id. API summary: Get usage for a field.
list_app_eventsList events for a app. API summary: Get app events.
list_app_rolesList roles for a app. API summary: Get app roles.
list_app_trusteesList trustees for a app. API summary: Get trustees for an app.
list_changed_recordsChanges dataList records in table `from` that changed after the timestamp `after`, optionally limited to a `field_list` of field IDs.
list_doc_template_generatesList generates for a doc template. Optional filters: table id, record id, filename, margin, unit or orientation. Results are paginated. API summary: Generate a document.
list_fieldsList the fields (columns) of a table by `table_id`, with each field's numeric ID, label and type. Use the field IDs when querying or writing records.
list_fromrecordsList fromrecords. Optional filters: alias, table id, field id or record id. API summary: Create solution from record.
list_readsList reads. Optional filters: day. API summary: Get read summaries.
list_reportsList the saved reports of a table by `table_id`. Use to find a report's ID.
list_solution_changes_from_recordList fromrecords. Optional filters: table id, field id or record id. API summary: List solution changes from record.
list_solution_fromrecordsList fromrecords for a solution. Optional filters: table id, field id or record id. API summary: Update solution from record.
list_solution_resourcesList resources for a solution. API summary: Get solution information.
list_table_relationshipsList the relationships (parent/child links) of a table by `table_id`.
list_tablesList the tables in an app by `app_id`. Use to find a table's ID before working with its records.
list_usagesList usages. Optional filters: table id. Results are paginated. API summary: Get usage for all fields.
list_user_appsList apps for a user. Optional filters: account id. API summary: Get apps for a user.
pay_usertokenMoves moneyTransfer a usertoken. Financial or irreversible action; may require approval. API summary: Transfer a user token.
query_recordsChanges dataQuery records from a table: `from` is the table ID, `select` the field IDs to return, `where` a Quickbase query string such as {6.EX.'Acme'}, plus optional `sort_by`, `group_by` and `options` (top, skip) for paging.
run_reportChanges dataRun a saved report by `report_id` and `table_id` and return its records.
submit_appVisible to othersCopy a app (app id). Has effects visible outside this system. API summary: Copy an app.
submit_usertokenDeletesClone a usertoken. Destructive action; may require approval. API summary: Clone a user token.
update_appChanges dataUpdate an existing app identified by app id. API summary: Update an app.
update_app_trusteesVisible to othersUpdate an existing trustee identified by app id. Only the fields you pass are changed. Has effects visible outside this system. API summary: Update trustees of an app.
update_fieldChanges dataUpdate an existing field identified by field id. API summary: Update a field.
update_solutionChanges dataUpdate an existing solution identified by solution id. API summary: Update a solution.
update_solution_changesetsVisible to othersUpdate an existing changeset identified by solution id. Has effects visible outside this system. API summary: List solution changes.
update_tableChanges dataUpdate an existing table identified by table id. API summary: Update a table.
update_table_relationshipChanges dataUpdate an existing relationship identified by relationship id. API summary: Update a relationship.
update_userChanges dataUpdate an existing user identified by should delete from groups. API summary: Deny and remove users from groups.
update_usersVisible to othersUpdate an existing user. Has effects visible outside this system. API summary: Deny users.
update_users_undeny_usersVisible to othersUpdate an existing user. Has effects visible outside this system. API summary: Undeny users.
upsert_recordsChanges dataAdd or update records in table `to`: `data` is a list of records keyed by field ID, e.g. {"6": {"value": "Acme"}}. Include the record ID field (or set `merge_field_id`) to update existing records instead of adding new ones.

Set up in three steps

1
Pick the app
Create a free HeyMyApps account and choose Quickbase from the app list.
2
Paste your key
Paste a Quickbase user token and enter your Quickbase domain, for example acme.quickbase.com. In Quickbase, open the user menu on the global bar > Profile > Manage my user tokens, click New user token, give it a name, assign it to the apps it may use and save. Then copy the token.
3
Add the link to your AI
You get a personal MCP link. Add it to Claude, ChatGPT or Cursor:
1. Click your name, then Settings › Connectors › Add custom connector.
2. Paste your link as the Remote MCP server URL.
3. Switch it on from the + menu in a chat.

Questions

What can the AI do in Quickbase?

It can read app details, tables, fields, relationships, records and saved reports, run reports, list records changed since a given time and download file attachments. It can also add new records and update existing ones.

Does the AI see my Quickbase user token?

No. Your Quickbase credentials are encrypted at rest and never shown to the AI. After you save them, they are not shown again, not even to you. The AI only sees the results of the tools it calls.

Can I control what the AI is allowed to do?

Yes. You choose which tools are switched on, so you can start read-only by leaving upsert_records off. Adding and updating records can require your approval before it runs. Every tool call is logged.

Does it work with ChatGPT?

Yes. In ChatGPT go to Settings › Apps & Connectors › Advanced and turn on Developer mode, then add your HeyMyApps link. Developer mode needs a paid ChatGPT plan: Plus, Pro, Business or Enterprise. The same link also works in Claude (Settings › Connectors › Add custom connector), Cursor and other MCP clients.

What does it cost?

HeyMyApps has a free plan with no credit card required. Paid plans bill per completed task. You also need your own Quickbase account.

Which Quickbase apps can the AI reach?

Only the apps you assign to the user token when you create it in Quickbase. You can change that later under Manage my user tokens. On top of that, the AI can only use the tools you switch on in HeyMyApps.