MCP Server
integrations/mcp-server.md

MCP Server

Connect your AI assistant to Kleio for conversational store analytics

What is MCP?

MCP (Model Context Protocol) is an open standard that lets AI assistants connect to external tools and data sources. Kleio’s MCP server gives your AI assistant direct access to your store’s P&L metrics — so you can ask questions like “What was my profit last month?” and get an instant answer.

Available Tools

Once connected, your AI assistant can get and analyze:

  • Dashboard & P&L metrics — revenue, contribution margins, ad spend, and more across any date range
  • Product metrics — product-level performance grouped by product, variant, vendor, collection, etc.
  • Lifetime value & cohort analysis — LTV by product, cohorts, etc.
  • Inventory — stock levels, stockout forecasting, reorder signals, sell-through rates
  • Repurchase timing — time-between-orders analysis by product
  • Product search & catalog data — look up products, variants, and COGS
  • Cost management — create, update, and delete variable costs (shipping, payment fees, fulfillment, etc.) and fixed costs (rent, salaries, subscriptions) directly from the conversation

All tools support filters by date range, sales channel (online/POS), customer type (new/existing/subscription), country, and order tags.

Analytics Playbook

Every time your AI assistant connects to Kleio’s MCP server, it automatically receives our analytics playbook — a structured guide that teaches it how to think about your store the way an experienced operator would.

Without the playbook, your AI has data but no judgment. With it, the AI knows which metrics actually answer the question you’re asking, when to combine multiple data sources to get the full picture, and when a surface-level number is hiding something worth digging into.

Connecting

Kleio’s MCP server URL:

https://app.getkleio.com/api/mcp

Authentication is handled automatically via OAuth — you’ll be prompted to log in to your Kleio account the first time you connect.

Claude Desktop

  1. Log in to the Kleio account you want to connect to.
  2. Open Claude Desktop > Settings → Connector → Add custom connector
  3. Name the connector “Kleio”, or whatever you want, and input the URL https://app.getkleio.com/api/mcp
  4. Authorize and get redirected to Claude.
  5. Some users may need to restart Claude Desktop after connecting for the connection to take effect.

Claude Code

  1. Run the following command:
claude mcp add kleio --transport http https://app.getkleio.com/api/mcp
  1. You’ll be prompted to authorize Kleio on first use

Other MCP Clients

Any MCP-compatible client can connect to Kleio. Point it to the server URL (https://app.getkleio.com/api/mcp) using the HTTP transport. The OAuth consent flow will handle authentication automatically.

High-Value Prompts to Ask Right Away

These prompts show the kind of deep analysis you get immediately after connecting:

  • “What are our best products for acquiring new customers?”
  • “Do we have any dead stock I need to liquidate?”
  • “What products should we push in the near future?”
  • “When is the optimal time for us to re-engage customers?”
  • “Analyze our P&L and recommend how we can make more money.”
  • “Here’s my shipping rate card [paste]. Create the shipping costs for 2026.”
  • “Here’s my Stripe fee schedule. Set up payment processing costs.”
  • “Analyze this bank statement and create the fixed costs.”

Do I still need the dashboard if I have the MCP server?

Yes — they solve different problems.

When you want to check your margins before a meeting, you don’t want to type a prompt and wait for a response. You open the dashboard, see your numbers, and move on with your day.

But when you need to dig deeper — LLMs don’t get tired. They don’t miss connections. And they handle way more data than you ever will. They just synthesize.

The dashboard is your daily driver. The MCP server is your analyst on call.