Quickbase

Connect Sasha to your Quickbase applications. Query data, create records, and automate workflows without leaving the chat interface.

What You Can Do

• Query tables with natural language
• Create and update records across your apps
• Run reports and analyze data
• Inspect schemas to understand app structure
• Manage relationships between tables

Prerequisites

• Quickbase account with API access
• User token scoped to your target app
• Table-level permissions for the data you want to access

Generate a Quickbase User Token

1. In Quickbase, go to My Apps → User tokens
2. Click New user token
3. Name it (e.g., "Sasha Integration")
4. Select the target app
5. Grant access to the tables Sasha should use
6. Copy the token—you only see it once

Setup

1. Navigate to Settings → Tools → Quickbase Workspace
2. Enter your configuration:
   • Realm hostname (e.g., yourcompany.quickbase.com)
   • App ID (e.g., bq8xk2hj)
   • User token
3. Click Save
4. Click Test Connection
5. Click Register to enable Claude access

Example Uses

"Show me all open projects in Quickbase"

"Create a new task record: Fix login bug, assigned to Sarah, due Friday"

"What are the top 10 customers by revenue in the Sales app?"

"Update the status of project P-1234 to Complete"

"List all tables in the Operations app and their fields"

Capabilities

Operation	Description
Query records	Search and filter with natural language
Create records	Add new entries to any table
Update records	Modify existing record fields
Delete records	Remove records (with confirmation)
Run reports	Execute saved Quickbase reports
List tables	See app structure and relationships
Get fields	Inspect table schemas

Security Notes

• User token is encrypted at rest
• Sasha respects your Quickbase permissions
• Read-only mode available if preferred
• Disconnect anytime from Settings

Troubleshooting

Issue	Solution
"Invalid token"	Regenerate token in Quickbase
"Table not found"	Verify token has access to the table
"Permission denied"	Check table-level permissions

Learn More

• Quickbase API Documentation