🚛 Edit Transfer Recommendations from your AI Assistant

What's new

The Toolio MCP Server can now

edit

Recommended Transfer Orders, not just read them. Ask your AI assistant to scale units down to fit a constraint you supply, or to move a transfer or receipt date, and it writes the change straight back to the recommendation your team acts on. Both datasets, Allocation and Redistribution, are now readable through MCP, so you can review before and after in the same conversation.

What you can do

Apply a capacity constraint the engine doesn't know about
– Tell your assistant something like "no store receives more than 400 units this week" or "cap this DC's outbound at one truck," and it scales the affected recommendations down and writes the new units back.
Adjust units on the rows you name
– Change in-transit-to-place units on specific recommendations, up to 50 rows in a single request.
Move transfer and receipt dates
– Push a transfer out a week or pull a receipt in, on its own or alongside a unit change.
Work with either dataset
– Read and aggregate Allocation or Redistribution recommendations, then edit rows in either one.
See exactly what changed
– Every row comes back with its before and after values, and any row that was rejected comes back with the reason.

Good to know

Exports reflect your edits.
NetSuite, SFTP, S3 and CSV exports read these rows live, so an edited recommendation ships as edited.
Allocation Plan metrics do not update yet.
Transfer receipts, in transit, transfer in/out and the BOP rollforward keep their pre-edit values until the next allocation run.
The next allocation run replaces these rows
and discards manual edits, so treat an edit as an adjustment to today's recommendation rather than a permanent override.

Why it helps

Get engine output to respect a real-world constraint (truck space, DC labor, a store's back room) in seconds, instead of editing rows one at a time in the grid.
Mass-edit allocation decisions in one request, which is hard to match in any grid interface.
Review, adjust and verify in one conversation, in the assistant your planners already use.

You can see a sample conversation below.

Available for organizations with the Toolio MCP Server and the Allocation module enabled. Connecting to Toolio MCP Server