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:

Finding Your MCP Server URL

Your Toolio MCP server URL follows the pattern https://<workspace-name>.toolio.com/mcp, where <workspace-name> is the subdomain you use to access Toolio. For example, if you access Toolio at https://retailer.toolio.com, your MCP server URL is https://retailer.toolio.com/mcp.

For Individual Users (Pro and Max Plans)

Open Claude and navigate to Customize > Connectors.
Click + and select Add custom connector.
Enter your Toolio MCP server URL (https://<workspace-name>.toolio.com/mcp).
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 your Toolio MCP server URL (https://<workspace-name>.toolio.com/mcp).
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.

Access Controls

MCP access is controlled at two levels: a workspace-wide access mode that an admin sets in Organization Settings, and per-user permissions on each user's role.

Workspace Access Mode

In Organization Settings, an admin can set MCP Access to one of three modes:

Enabled (default) — Any authenticated user in your workspace sees the tools for the planning modules you have enabled.
Disabled — The MCP server returns no tools to any user. Connections still authenticate, but every request yields an empty tool list. Use this to temporarily turn off MCP access across the entire workspace without revoking individual users.
Restricted — Only users whose role grants the MCP Server permissions see tools. Everyone else gets an empty tool list. Use this when you want to allow MCP for a subset of your team — for example, only data analysts or planners.

Per-User Permissions

When MCP Access is set to Restricted, the Toolio MCP server checks each user's role for two permissions:

MCP Server Module Read — Lets the user query Toolio planning data over MCP.
MCP Server Module Write — Reserved for future write tools over MCP. Granting Write also lets the user read.

These permissions are managed under Organization Settings > Users & Roles. See User Management, Roles and Access for how to assign role permissions. The permissions have no effect when MCP Access is Enabled (everyone gets in) or Disabled (no one does). Note that the Admin role does not bypass these checks — admins must also be granted MCP Server permissions to use MCP in Restricted mode.

Which Tools Are Exposed

The tools your users see over MCP mirror the planning modules enabled on your Toolio account:

Planning module	Tools exposed over MCP
Merchandise Plan	`mfpMetadata`, `mfpBudgetGroups`
Item Plan	`itemPlanMetadata`, `itemPlanBudgetGroups`
Assortment Plan	`assortmentPlanMetadata`, `assortmentReporting`
Allocation	`allocationPlanMetadata`, `allocationPlanMetrics`
Always-on (when MCP is enabled)	`optionLookup`, `dateSegmentLookup`

Module availability is governed by the same flags that control whether the corresponding module is visible in the Toolio product itself (featureMFP.enabled, featureIP.enabled, featureFlags.isChoicePlanEnabled, featureFlags.allocationStrategyEnabled). Disabling a module flag to remove its MCP tools also removes that module from the rest of Toolio for your tenant — these flags are not MCP-only. If you need finer-grained per-tool control for MCP without affecting the product, contact your Customer Success Manager.

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?

Your MCP server URL is https://<workspace-name>.toolio.com/mcp, where <workspace-name> is the subdomain you use to access Toolio. For example, if you log in at https://retailer.toolio.com, your MCP server URL is https://retailer.toolio.com/mcp.

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.

Are there rate limits on the MCP server?

Yes. To keep the service reliable for all customers, the Toolio MCP server applies a default rate limit of 60 requests per minute per connected client. If a client exceeds this limit, the server returns an HTTP 429 (Too Many Requests) response with a Retry-After header indicating when it's safe to retry. Typical conversational usage stays well within this limit.

Do I need a specific Toolio plan to use MCP?

Contact your Toolio account team to confirm MCP access for your account. MCP server access may need to be enabled for your tenant.

Is my Toolio data used to train AI models?

Toolio does not send your data to any LLM provider. The MCP server exposes your planning data so that the AI client you've connected (Claude, Cursor, or another MCP-compatible client) can query it on your behalf. How that data is then handled — including whether it's used for model training — is governed by your organization's relationship with the LLM provider and the terms and conditions of the plan you're on with them.

For example, Anthropic does not train its models on data from customers on Claude's commercial plans (Team and Enterprise). See Is my data used for model training? for the full details across Anthropic's plan types. Refer to the equivalent terms from your LLM provider for any other AI client you connect.

Toolio API Keys

What Is Tooli?

Connecting to Toolio MCP Server