How to Connect Bizora to Any AI Assistant That Supports MCP

Adam Tahir
July 29, 2026

Bizora runs on the Model Context Protocol, which means it is not tied to one assistant. If your tool speaks MCP, it can call Bizora's tax research engine directly and return answers with citations from primary authority.

This guide replaces our earlier Claude only walkthrough. Two things changed since then: new clients should point at /mcp instead of the legacy /sse route, and clients that support OAuth no longer need an API key pasted into a config file at all.

What You'll Need

  • A Bizora account with API access at platform.bizora.ai
  • An assistant that supports MCP (Claude, Cursor, Kiro, Claude Code, and most agent tools shipping today)
  • A Bizora API key, unless your client handles OAuth

Step 1: Get Your Bizora API Key

  1. Go to bizora.ai, open Products → API, and click Go to Dashboard
  2. Create an account if you do not have one
  3. Add credits to your account
  4. Generate an API key and store it somewhere safe

Keys start with the sk_ prefix and must be active in Bizora billing. Keep them in headers only. Never put a key in a URL query string, because query strings get logged.

Step 2: Pick Your Connection Path

There are two ways in, and which one you use depends on your client rather than anything you configure on Bizora's side.

Path A, remote URL with OAuth. If your assistant lets you add a remote MCP server by pasting a URL, use this. Bizora publishes its protected resource metadata at https://mcp.api-bizora.ai/.well-known/oauth-protected-resource, and an OAuth capable client will discover it and walk you through sign in. You do not need client IDs, secrets, or callback URLs.

Path B, config file with an API key. If your assistant uses a JSON config file, or does not support OAuth yet, pass your key as a bearer token instead.

Step 3A: Connect With a Remote URL

In your assistant's connector or MCP settings, add a new server:

https://mcp.api-bizora.ai/mcp

Authorize when prompted. That is the whole setup.

Step 3B: Connect With a Config File

Most config based clients use the same mcpServers schema. Claude Desktop keeps it in claude_desktop_config.json; Cursor, Kiro, and Claude Code expose the same structure through their own settings panels or project files.

Open the file:

# macOS

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

# or in an editor

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

Add the Bizora block, replacing YOUR_API_KEY with the key from Step 1:

{

  "mcpServers": {

    "bizora-tax": {

      "command": "npx",

      "args": [

        "mcp-remote",

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

        "--header",

        "Authorization: Bearer YOUR_API_KEY"

      ]

    }

  }

}

Save, then fully quit and relaunch the app. If no tools appear, install the bridge and restart:

npm install -g mcp-remote

The /sse route still works for older clients that require HTTP plus SSE transport, but there is no reason to start there.

Step 4: Choose How Bizora Researches

By default you get one tax-research tool that runs fast, focused research. That is the right setting for most practitioners. If you want something else, append a tools parameter to the URL, or send the same value as an X-Tools header.

What you want Value
Fast, focused research (default) none, or tools=tax-fast-research
Force the deeper research workflow tools=tax-deep-research
Let Bizora route each question tools=auto
Route only between listed modes tools=auto,tax-fast-research,tax-deep-research
Expose every public tool separately tools=all

So a deep research connection looks like this:

https://mcp.api-bizora.ai/mcp?tools=tax-deep-research

Two notes. URL parameters win over headers when both are present. And do not combine tools=all with tools=auto: all exposes separate tools, while auto exposes a single tool that picks its own route.

Step 5: Test It

Ask a real question in your assistant:

How does Section 199A apply to a partnership?

You should see the tax research tool activate mid response, with the answer coming back from Bizora's engine rather than the model's training data. If you just want to confirm the wiring, ask whether tax research is working.

Getting Citations Back

The default response is deliberately compact: the answer, plus sources.s3_file_path and sources.node_id. That is enough to identify a source, not enough to display a full citation.

When you need page labels or source text, request those fields explicitly with a field mask:

?response_format=answer,sources.sourceOrigin,sources.page_label,sources.text

Or send the same value as an X-Response-Format header. Available fields include answer, sources (with subfields such as sourceOrigin, page_label, text, and s3_file_path), steps for reasoning progress, and token counts under usage.

There is also response_format=full, which returns the entire raw payload. It is useful while building an agent and far too verbose for anyone actually reading answers.

One rule worth stating plainly: if a source field is not in the response, do not let your agent invent a citation. Build against what comes back.

Zero Data Retention

Zero data retention is off by default, which keeps usage analytics, abuse monitoring, reliability, billing, and security working normally.

To turn it on, pass zdr=true as a URL parameter or send X-Zero-Data-Retention: true as a header. For the External API, pass ZeroDataRetention: true in the request body.

Before you enable it, know the tradeoffs. Prompt and response content is not retained for those requests, so some models and providers become unavailable because they do not support the mode, and abuse monitoring becomes your responsibility since Bizora has limited visibility into that traffic.

If You'd Rather Use the API

MCP is for connecting an assistant. If you are writing code against an OpenAI SDK or calling HTTP directly, use the External API instead:

https://api-bizora.ai/chat/completions

It accepts either Authorization: Bearer sk_live_xxxxx or X-Api-Key: sk_live_xxxxx, and supports both streaming and non streaming responses. Research mode is set with askMode, using tax_research_fast_research, tax_research_deep_research, or auto.

Do not mix askMode with older boolean flags like deepresearch: true. Sending both causes a validation error.

Reference

Detail Value
MCP (Streamable HTTP) https://mcp.api-bizora.ai/mcp
MCP (legacy SSE) https://mcp.api-bizora.ai/sse
External API https://api-bizora.ai/chat/completions
OAuth metadata https://mcp.api-bizora.ai/.well-known/oauth-protected-resource
Auth header Authorization: Bearer sk_live_xxxxx
API key prefix sk_
Default tool tax-research
Get your key platform.bizora.ai

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