A new way to interact with your Toolio data
The
Toolio MCP Server
is here, and it changes how your team gets answers out of Toolio.Plug Toolio into an AI assistant like Claude, ask a question in plain English, and get real analysis back in minutes: trends, callouts, and recommendations included. No more chasing the right view, building a one-off report, or waiting on someone else to pull the numbers.
Why this is a big deal
Customers are already moving real planning workflows into Claude. MCP meets your planners where they're actually working instead of pulling them back into yet another UI.
It also lets you blend Toolio data with the other MCP servers you use (finance, marketing, supply chain), so the answer to "why did margin slip last week?" can pull from every system that matters, in one conversation.
Early customer pilots have been the strongest reaction we've seen to a release this year. Allocation has been an especially powerful use case, and Merchandise Plan is great for pulling together a Monday Morning recap in seconds.
What it covers
Read-only access to the four core Toolio planning modules:
- Merchandise Plan: financial data aggregated by department, category, class, or location
- Assortment Plan: metrics at choice and cluster levels
- Item Plan: SKU-level performance analysis
- Allocation: inventory distribution across locations
Sample use cases
A few prompts to give you a feel for what's possible. Each one returns a real, written analysis with the underlying numbers, and most of them get more interesting when you keep the conversation going.
Monday Morning report (Merchandise Plan):
Give me a Monday Morning recap on last week’s performance vs. plan and LY. Call out the categories that drove the variance and where we’re trending against the OTB.
Allocation triage:
Which top-20 SKUs are most under-allocated heading into next week, and what transfers would you recommend? Flag any stores that are stocked-out on best sellers.
Cross-functional question (paired with finance / marketing MCPs):
Why did margin slip in Women’s last week? Pull MFP markdown data alongside last week’s promo calendar and paid spend and tell me what changed.
See it in action
You can see below what an interaction with Toolio MCP could look like
How to get started
Want to try it now?
Head to our help center guide and work with your organization's admin to enable the connector.Want to learn more first?
Reach out to your Customer Success team, or keep an eye out for an upcoming webinar we'll be announcing shortly.