The Toolio MCP Server provides a standardized interface that allows any compatible AI model or agent to access your Toolio planning data in a simple and secure way. Using the Model Context Protocol (MCP), you can connect to Toolio natively in Claude, Cursor, and other AI clients to pull data from your Merchandise Plan, Assortment Plan, Item Plan, and Allocation modules — all without leaving your AI workflow.

Why Use the Toolio MCP Server

Toolio's MCP server puts your planning data at your fingertips inside the AI tools you already use. Instead of switching between Toolio and your AI assistant, you can ask questions about your business performance directly in a conversation.

Access all your planning modules — Pull data from Merchandise Plan, Assortment Plan, Item Plan, and Allocation to answer questions across your entire planning workflow.
No technical setup required — Toolio hosts and manages the MCP server. You just connect and authenticate.
Secure and read-only — The server only reads data from your Toolio account. It cannot modify your plans or settings.

Setting Up the Toolio MCP Server in Claude

The Toolio MCP server is available as a connector in Claude. Follow these steps to connect:

For Individual Users (Pro and Max Plans)

Open Claude and navigate to Customize > Connectors.
Click + and select Add custom connector.
Enter the Toolio MCP server URL provided by your Toolio account team.
Click Add to finish the setup.

For Team and Enterprise Plans

Admin setup (one-time):

Go to Organization settings > Connectors.
Click Add, hover over Custom, then select Web.
Enter the Toolio MCP server URL provided by your Toolio account team.
Click Add to complete the setup.

Team member setup:

Navigate to Customize > Connectors.
Find the Toolio connector (labeled Custom).
Click Connect to authenticate and activate.

Enabling the Connector in a Conversation

Once configured, you can toggle the Toolio connector on or off per conversation:

In the Claude chat interface, click the + button in the lower left.
Select Connectors.
Toggle the Toolio connector on.

You're now ready to ask Claude questions about your Toolio planning data.

Supported Capabilities

The Toolio MCP server gives you read-only access to the four core Toolio planning modules. The available modules depend on which ones are enabled for your account.

Merchandise Plan

Query your merchandise financial plan data aggregated by department, category, class, or location. Compare actuals vs. plan, review sales targets, and analyze budget performance across any time period in your retail calendar.

Assortment Plan

Query assortment plan metrics at the choice and cluster level. Analyze planned vs. actual performance by product, channel, or location to understand how your assortment is performing.

Item Plan

Query item plan metrics at the product or SKU level. Analyze performance by variant, location, or other product attributes to get granular visibility into your buy plans.

Allocation

Query allocation metrics such as allocation quantities and on-hand units across locations. Analyze inventory distribution by product, variant, or location to understand how stock is flowing through your network.

All capabilities are read-only. The MCP server cannot create, update, or delete any data in your Toolio account.

Example Questions You Can Ask

Once connected, try asking Claude questions like:

"How did Apparel perform last week vs. plan?" (Merchandise Plan)
"Show me YTD sales by department." (Merchandise Plan)
"Which choices are over-performing in the Spring assortment?" (Assortment Plan)
"What's the sell-through rate for our top 10 SKUs?" (Item Plan)
"How is inventory distributed across our stores for this allocation?" (Allocation)

FAQs

How do I get the Toolio MCP server URL?

Contact your Toolio account team or reach out to support to receive your MCP server URL.

Can the MCP server modify my plans?

No. The Toolio MCP server is strictly read-only. It can query your planning data but cannot make any changes to your plans, settings, or master data.

Which AI clients are supported?

The Toolio MCP server works with any client that supports the remote MCP specification, including Claude, Cursor, and others. For clients that don't yet support remote MCP natively, you can use the mcp-remote module for backwards compatibility.