What your agents can do
Once connected, VIS42 agents have five Airtable capabilities:- List bases your PAT can access, with their IDs and permission levels
- List tables within a base, with every column’s name and type
- Query records with an Airtable
filterByFormulaexpression, a view, sort rules, and page size - Create a new record in any table, passing a
fieldsobject mapping column name → value - Update a record (PATCH semantics — only the fields you pass are changed; all other columns are preserved)
- Ask Themis to “compare our actual revenue this quarter to the forecasts in my Airtable Budget base” and it will list tables and query records.
- Ask Pluto to “log this compliance finding as a new row in my Audit Log table in Airtable” and it will create a record.
- Ask Mercury to “mark invoice INV-042 as Paid in my CRM Airtable” and it will update the matching record.
Create a Personal Access Token
Open Airtable token creator
Go to airtable.com/create/tokens and click Create new token.
Pick scopes
Enable these three — they cover all five capabilities above:
data.records:readdata.records:writeschema.bases:read
Grant access to bases
Under Access, pick the bases you want VIS42 to read and write. You can add more bases later by editing the token in Airtable — no need to reconnect in VIS42.
Connect the token in VIS42
Open agent settings
Open any agent (Mercury, Themis, or Pluto) and scroll to the Connected Services section.
Paste the token
Paste your
pat… token and click Save. VIS42 validates the token with Airtable before storing it — if the token is invalid or missing scopes, you’ll see an inline error.Access scope
To change which bases VIS42 sees:- In Airtable: go to airtable.com/create/tokens → find your VIS42 token → Edit → adjust the base list → Save. No re-connection needed in VIS42.
- To disconnect entirely: either Revoke the token in Airtable, or click Disconnect on the Airtable card in VIS42’s agent settings. Revoking in Airtable is the strongest option — it immediately invalidates the token everywhere it’s used.
Querying with formulas
Airtable’sfilterByFormula is a powerful server-side filter. Your agents pass raw formula strings through to Airtable — the same ones you’d write in an Airtable formula field.
Common patterns:
page_size: 5) to check the formula returns what you expect.
Privacy and scope
- The connection is per user, per business — each team member creates and pastes their own token.
- VIS42 stores the PAT encrypted at rest.
- VIS42 can only access bases the token is scoped to — nothing else in your Airtable account.
- Tokens do not expire automatically. They stay valid until you revoke them in Airtable or disconnect in VIS42.
- Disconnect at any time from Connected Services in the agent settings page. The record is removed from VIS42 — revoke the token in Airtable too if you want it invalidated immediately.
Troubleshooting
'The token is invalid or does not have the required scopes'
'The token is invalid or does not have the required scopes'
Either the token was revoked, mistyped, or missing one of the required scopes. Create a new token with
data.records:read, data.records:write, and schema.bases:read, then reconnect.Agent says it can't see a specific base
Agent says it can't see a specific base
The token isn’t scoped to that base. In Airtable, edit the VIS42 token and add the base under Access. No need to reconnect in VIS42 — the next request will use the updated scope.
Create or update fails with 'Unknown field' or 'Invalid value'
Create or update fails with 'Unknown field' or 'Invalid value'
The
fields object doesn’t match the table schema. Ask the agent to list the table’s fields first (airtable-list-tables), then retry with the exact field names and types Airtable expects (for example, single-select values must match existing options).Agent returns 'No records matched the query'
Agent returns 'No records matched the query'
Either the filter returns zero rows (try without a formula first) or the
view name limits the visible rows. Remove view and filter_by_formula to see if records exist at all.I want to revoke access from Airtable's side
I want to revoke access from Airtable's side
Go to airtable.com/create/tokens → find the VIS42 token → Revoke. This invalidates the token immediately. You’ll also want to click Disconnect in VIS42’s agent settings to clear the local record.