How to Connect Bizora to Claude Using MCP

Bizora's MCP server lets you bring AI-powered tax research directly into Claude Desktop. Instead of switching between tools, you can ask tax questions, pull citations, and run research — all inside your Claude chat. Here's how to set it up in a few minutes.

What You'll Need

• A Bizora account with API access (platform.bizora.ai)
• Claude Desktop installed on your Mac or PC
• A text editor (TextEdit, VS Code, or Cursor)

Step 1: Get Your Bizora API Key

1. Go to bizora.ai, navigate to Products → API, and click Go to Dashboard
2. Create an account if you haven't already
3. Add credits to your account — each API call is approximately $0.25
4. Generate an API key and save it somewhere safe — you'll need it shortly

API keys start with the sk_ prefix.

Step 2: Open Your Claude Desktop Config File

Claude Desktop stores its configuration in a JSON file on your computer. Open Terminal and run:

open ~/Library/Application\ Support/Claude/claude_desktop_config.json

‍

If you prefer a code editor:

# VS Code

code ~/Library/Application\ Support/Claude/claude_desktop_config.json

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# Cursor

cursor ~/Library/Application\ Support/Claude/claude_desktop_config.json

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Step 3: Add the Bizora MCP Server

Update your config file to include the mcpServers block below. Replace YOUR_API_KEY with the sk_... key you generated in Step 1.

{

  "preferences": {

    "quickEntryDictationShortcut": "capslock",

    "coworkScheduledTasksEnabled": true,

    "ccdScheduledTasksEnabled": true,

    "sidebarMode": "chat",

    "coworkWebSearchEnabled": true

  },

  "mcpServers": {

    "bizora-tax": {

      "command": "npx",

      "args": [

        "mcp-remote",

        "https://mcp.api-bizora.ai/sse",

        "--header",

        "Authorization: Bearer YOUR_API_KEY",

        "--header",

        "X-Response-Format: full"

      ]

    }

  }

}

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The X-Response-Format: full header returns complete responses including sources and metadata alongside every answer.

Save the file and fully quit and relaunch Claude Desktop.

Step 4: Verify the Connection

Once Claude Desktop relaunches, look for the hammer icon in the bottom left of the chat input. Click it — you should see tax-research listed as an available tool.

If the hammer icon isn't there, mcp-remote may not be installed. Run this in Terminal and restart Claude Desktop:

npm install -g mcp-remote

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Step 5: Test It

Ask a tax question in Claude Desktop:

"What are the Section 199A deduction rules for pass-through entities?"

Claude will automatically call the tax-research tool — you'll see it activate mid-response. The answer comes back with citations pulled directly from Bizora's research engine.

You can also confirm the connection is working by asking:

"Is tax research working?"

What You Can Do With It

Once connected, Bizora's tax-research tool is available in every Claude Desktop chat. A few ways to use it:

• Ask any federal or international tax question and get citation-backed answers
• Combine Bizora research with other tools — pull a client document from Google Drive, run tax analysis on it via Bizora, and draft a memo, all in one Claude session
• Use it alongside Claude's web search, email, or calendar integrations for end-to-end workflows

MCP Server Reference

Need Help?

• Email: admin@bizora.ai
• API Dashboard: platform.bizora.ai
• Full API docs: docs.api-bizora.ai

Ready to get started? Try Bizora free at webapp.bizora.ai.