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BCA Intelligence

Connect Claude to BCA Intelligence

A quick guide to configuring the connector, connecting your BCA account, and getting started.

Learn how to

Before you start

  • An active BCA Research subscription with document search enabled. If you are unsure whether it is enabled, contact your BCA account representative.
  • A Claude account with access to custom connectors.
  • Approval from your Claude organization owner or administrator, if required. If you use Claude Team or Enterprise and do not see Add custom connector, your organization may need to enable or add the connector for you.

What You'll Need

Customer InformationPurpose
BCA website email credential
The email address you would use to log into the BCA Research website
BCA website password credential
The password you would use to log into the BCA Research website
BCA MCP URL
The BCA MCP URL you need to provide to your chatbot.  This tells your chatbot where it can go to search BCA Documents
BCA MCP OAuth ID
This is a required field as part of the MCP Setup.  It will be used to configure the Authentication.
BCA Customer Support contact
Please check the support section at the end of the document so you have email and support.

Overview

BCA Research Document Search is the MCP connector used by BCA Intelligence. It allows Claude to search and analyze the BCA reports included in your firm’s existing subscription.

Once connected, you can ask questions such as:

  • “What has BCA published recently on the Fed's rate path?”
  • “What is BCA’s view on the UK economy?”

Claude will search BCA content directly instead of relying only on general web knowledge.

The connector only returns content included in your subscription. It does not change or expand your access.

Configure the MCP connector

These instructions apply to Claude on the web at claude.ai and Claude Desktop. Anthropic occasionally updates its menu labels. If the wording differs slightly, look for the nearest equivalent.

The connector only needs to be configured once for your Claude organization or team. If it has already been configured, proceed to the next step to connect your BCA account.

1. The first step is to open Claude and click on your account name.

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2. Click Settings

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3. Click Customize

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4. Click Connectors

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5. Click Add custom connector

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6. Click Name and Enter BCA Research.

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7. Click Remote MCP server URL and add the URL below.

Copy and paste: https://data-api.bcaresearch.com/connector/mcp

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8. Click Continue

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9. Click Here

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10. Scroll down and click OAuth Client ID.
Enter the ID below.

Copy and paste: 
KC3ye4KV20K6DXlVHHTRcFYXrhgW6W7v

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11. Click Add

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12. Click Connect

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13. That's it. You're done.

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Here's an interactive tutorial

https://www.iorad.com/player/2763989/Claude---Configure-the-MCP-connector



Next step 

 

 

Connect your BCA account

The connector should now appear in your list with a status of Not connected. This is expected and means that you have not yet completed the sign-in process.

Sign in using the email address and password associated with your BCA subscription. Once you have completed the sign-in and authorization process, the connector should display a status of Connected.

1. The first step is to open Claude and click your account name.

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2. Click Settings

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3. Click Connectors

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4. Find BCA Research Document Search in the list and click Connect.

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5. Enter the email address you use to sign into BCA.

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6. Enter the password you use for BCA.

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7. Click Continue

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8. Click Accept

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9. You are now connected and can Close these boxes.

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10. Click Add files, connectors, and more.

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11. With your mouse, hover over Connector. Make sure the toggle for BCA is on, and turn off any other sources. 

You're ready to ask your first question!

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12. That's it. You're done.

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Here's an interactive tutorial

https://www.iorad.com/player/2764008/Claude---How-to-Connect



Next step 

 

 

Start Using BCA Intelligence

Before asking a question, enable BCA Research Document Search as a connector in your Claude conversation.

Once enabled, you can ask Claude to find and analyze the BCA content included in your subscription.

Watch the step-by-step tutorial: Ask your first question

1. The first step is to open Claude and click Add files, connectors, and more.

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2. Click Connectors and make sure the toggle is on next to BCA Research Document Search.

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3. Type in your question to Claude (for example, Give me BCAs views on US equities and reports to support them).

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4. The answer to your question will populate. Click Scroll to bottom to view reports and citations.

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5. Scroll down and click here

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6. Click Open link

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7. All reports and citations will open directly from the chat.

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8. That's it. You're done.

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Here's an interactive tutorial

https://www.iorad.com/player/2764012/Claude---Ask-your-first-question



Next step 

 

 

Write more effective prompts

Clear, specific prompts help Claude find the most relevant BCA insight and provide a more useful response.

For better results:

  • Tell Claude to use the BCA connector.
  • Specify the topic, market, region, or period you want to explore.
  • Ask Claude to cite the supporting BCA reports.
  • For complex questions, identify the perspectives or implications you want Claude to examine.

For example:

“Summarize BCA’s current view on US inflation, identify the key risks, and cite three supporting reports.”

Watch this video for tips on getting better answers.

 

How BCA Intelligence works in Claude

The BCA Research MCP connector uses the following tools to find and analyze BCA content.

Report Tools

ToolPurpose
reports_search
Finds and lists BCA reports on a topic — the default for “find a report on X” or “which reports discuss Y.”
reports_analyze
Answers broader analytical questions (views, outlook, stance) by pulling and synthesizing evidence across many reports at once, not just one.
reports_retrieve
Deep-dives into one specific report you've already identified, pulling the exact passages relevant to your question.

Supporting Tools

ToolPurpose
list_authors
Searches BCA Author’s
list_products
Lists BCA Products
list_publications
Lists BCA Publications

Troubleshooting

Connection/Sign-in Issues

What you seeWhat it means / what to do
“You are not connected to BCA Research Document Search yet”
You’ve added the connector but haven’t completed sign-in (Steps 4–6), or a previous sign-in session expired. Click “Connect” again and complete the sign-in flow.
Sign-in page loops back to itself, or a security/verification check never clears
Try again in a private or incognito browser window. You can also clear cookies for claude.ai and the BCA sign-in page, then retry. If the issue continues, try a different browser.
You signed in successfully, but the connector still appears disconnected.
Refresh the Connectors page. If it still shows Not connected, remove the connector and add it again rather than repeatedly selecting Connect.
“Add custom connector” is not visible.
Your Claude account or organization policy may restrict custom connectors. If you use a Team or Enterprise workspace, ask your Claude organization owner or administrator to enable or add the connector.

Access and permissions errors

These errors may appear after you connect and ask Claude a question. They indicate that the requested content is not included in your BCA subscription. They are not connection problems, so reconnecting will not resolve them.

What you seeWhat it means / what to do
“Access denied: your subscription does not include report access.”
Your BCA subscription does not include report access. Contact your BCA account representative to discuss adding it.
“Access denied: your subscription does not include chart access.”
Your subscription does not include chart search, which is separate from report access. Contact your BCA account representative to discuss adding it.
“Access denied: this report’s product is not in your subscription.”
The report belongs to a BCA product or service that is not included in your subscription. Ask Claude to search within the products you subscribe to, or contact your BCA account representative about adding the product.
“Access denied: this report’s product is expired.”
Your subscription to that product has expired. Contact your BCA account representative to discuss renewal.
“Access denied: this report’s product is expired.”
Your subscription to that product has expired. Contact your BCA account representative to discuss renewal.
“Access denied: this report (published YYYY-MM-DD) is outside your content window.”
The report falls outside the date range included in your subscription. Contact your BCA account representative if you need access to additional history.

Need help?

For help configuring the connector, accessing BCA Intelligence, or understanding your subscription, contact your BCA account representative or email clientsuccess@bcaresearch.com.

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