Toolio

Learn about Tooli, our embedded agent that turns your data into insights and your insights into action. Plus the Toolio MCP server, which brings your live plan into the AI tools you already use.

Toolio AI

Toolio's AI planning assistant — immersive chat, conversation history, and reusable Skills.

What Is Tooli?

Build a custom agent in Agent Hub, put it on a schedule, run it on demand, and review what it did.

Creating and Scheduling an Agent

Where your organization's AI agents live: what an agent is made of, how its access works, and how the built-in Tooli differs from a custom agent.

What Is Agent Hub?

Turn a Tooli KPI card or chart into a dashboard widget, or ask Tooli to build one for you.

Creating Dashboard Widgets with Tooli

Tooli can answer with KPI cards, charts, and live planning grids rendered right inside the chat.

Charts, KPI Cards, and Live Grids in Tooli

What Tooli remembers about how your team works, how to teach and correct it, and how to manage what's stored.

Team Memory in Tooli

Tooli is Toolio's AI planning assistant, built into the app. Ask questions about your plan in plain English and get answers, charts, and live grids grounded in your live data.

Tooli

How to connect to Toolio's MCP server to access your planning data from Claude, Cursor, and other AI clients.

Connecting to Toolio MCP Server

How to create, use, and manage API keys for connecting machine clients to the Toolio MCP server.

Toolio API Keys

The Toolio MCP server lets outside AI clients like Claude and Cursor read your live planning data. Covers connecting a client and managing the API keys they authenticate with.

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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