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Integrations & MCP

Screenshot of the BizQuery Studio Integrations view

Screenshot of the BizQuery Studio MCP server view

BizQuery speaks MCP (the Model Context Protocol) in both directions, from Studio.

Integrations — bring external tools in

Under Studio → Integrations, connect external MCP servers (Slack, Notion, Salesforce, and the like) so your advisors can use their tools alongside your documents. Here BizQuery is the MCP client.

  • Add a server with its URL and any auth headers.
  • Test the connection to confirm it responds.
  • Enable or disable it without deleting it.

Once connected, an advisor can call those tools as part of answering — for example, looking something up in Notion while reasoning over your PDFs.

MCP — expose BizQuery to your AI client

Under Studio → MCP, go the other way: expose your datasources as an MCP server so an external AI client can search them. Here BizQuery is the MCP server.

The page gives you ready‑to‑paste client configuration:

  • an mcpServers JSON block for Claude Desktop, Cursor, or Open WebUI (via mcpo) — any MCP client,
  • a Claude Code one‑liner,
  • the list of exposed tools the client will see (such as search over your knowledge).