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MCP Server

Use Bizora's tax research capabilities directly in your AI-powered IDE or MCP-compatible client.

What is MCP?​

The Model Context Protocol (MCP) is an open standard that allows AI assistants to connect to external tools and data sources. Bizora provides an MCP server that gives your AI assistant access to our tax research capabilities.

Available Tools​

ToolDescription
tax-researchResearch tax-related questions using Bizora AI

Configuration​

Prerequisites​

Direct Configuration​

Add this to your MCP configuration:

{
"mcpServers": {
  "bizora-tax": {
    "url": "https://mcp.api-bizora.ai/sse",
    "headers": {
      "Authorization": "Bearer YOUR_API_KEY"
    }
  }
}
}

Response Formats​

By default, Bizora returns only the answer text. Add X-Response-Format when you need sources, usage, progress steps, or a smaller structured response.

Use minimal for answer text only, or full to inspect the complete structured response. For production usage, use a field mask: separate fields with commas and use dots for nested source fields.

X-Response-Format: full
X-Response-Format: answer,usage
X-Response-Format: answer,steps
X-Response-Format: answer,sources
X-Response-Format: answer,sources.sourceOrigin,sources.page_label

Top-level fields are answer, usage, sources, and steps. Usage fields can be selected with paths such as usage.prompt_tokens, usage.completion_tokens, and usage.total_tokens. Source item fields can be selected with paths such as sources.sourceOrigin, sources.s3_file_path, sources.page_label, sources.metadata, sources.text, sources.tool, sources.citation_label, and sources.node_id. If a selected field is missing, that field is omitted for that item.

If you request both sources and nested source fields, sources wins and returns the complete source payload. For compact source output, omit sources and request only nested source fields.

Structured Response Skeleton​

{
  "answer": "AI-generated answer text",
  "usage": {
    "prompt_tokens": 10,
    "completion_tokens": 500,
    "total_tokens": 510
  },
  "sources": [
    {
      "type": "source_message",
      "content": [
        {
          "s3_file_path": "https://...",
          "page_label": 1,
          "sourceOrigin": "https://...",
          "metadata": {
            "sourceOrigin": "https://..."
          },
          "text": "Source excerpt..."
        }
      ],
      "request_id": "thread_..."
    }
  ],
  "steps": [
    {
      "type": "step_message",
      "title": "Processing Query",
      "description": "Research step description",
      "request_id": "thread_..."
    }
  ]
}

Token Usage​

The usage object reports token usage for the request:

FieldDescription
prompt_tokensTokens from the user-provided input.
completion_tokensTokens in the final answer returned to the user.
total_tokensTotal tokens across input and output.

For X-Response-Format: answer,sources.sourceOrigin,sources.page_label, selecting source item fields returns a compact source list:

{
  "answer": "AI-generated answer text",
  "sources": [
    {
      "sourceOrigin": "https://...",
      "page_label": 1
    }
  ]
}

Full Response​

{
"mcpServers": {
  "bizora-tax": {
    "url": "https://mcp.api-bizora.ai/sse",
    "headers": {
      "Authorization": "Bearer YOUR_API_KEY",
      "X-Response-Format": "full"
    }
  }
}
}

Field Mask Response​

{
"mcpServers": {
  "bizora-tax": {
    "url": "https://mcp.api-bizora.ai/sse",
    "headers": {
      "Authorization": "Bearer YOUR_API_KEY",
      "X-Response-Format": "answer,sources.sourceOrigin,sources.page_label"
    }
  }
}
}

Zero Data Retention​

Zero data retention is enabled by default for MCP requests. To opt out, pass the X-Zero-Data-Retention header with the value false.

{
"mcpServers": {
  "bizora-tax": {
    "url": "https://mcp.api-bizora.ai/sse",
    "headers": {
      "Authorization": "Bearer YOUR_API_KEY",
      "X-Zero-Data-Retention": "false"
    }
  }
}
}

Universal Configuration​

For clients that don't support remote transport directly, use mcp-remote:

{
"mcpServers": {
  "bizora-tax": {
    "command": "npx",
    "args": [
      "mcp-remote",
      "https://mcp.api-bizora.ai/sse",
      "--header",
      "Authorization: Bearer YOUR_API_KEY"
    ]
  }
}
}

To change the response format with mcp-remote, add another --header entry:

[
  "--header",
  "X-Response-Format: answer,sources.sourceOrigin,sources.page_label"
]

To opt out of zero data retention with mcp-remote, add:

[
  "--header",
  "X-Zero-Data-Retention: false"
]

Authentication​

The server requires a Bizora API key passed via the Authorization header:

Authorization: Bearer sk_live_xxxxx

API keys must start with sk_ prefix. Get your key from https://webapp-dev.bizora.ai.

Usage Example​

Once configured, you can ask your AI assistant tax-related questions and it will use Bizora's research capabilities:

"What are the section 179 deduction limits for 2024?"

"Explain the tax implications of converting a traditional IRA to a Roth IRA"

"What documentation is required for home office deductions?"

Need Help?​