Hiro
Manage personal finances by aggregating bank accounts, investments, and recurring subscriptions into a unified view.
What it can do
- List Balances: API endpoint for balances as a time series. Returns the balance history for the current user, using the accounts and date range specified in the filter object. One data point is returne
- Get Balance: API endpoint for balances as a time series. Returns the balance history for the current user, using the accounts and date range specified in the filter object. One data point is returned
- Get Balance Change Breakdown: Returns the net worth change breakdown for the given date range.
What data it sees
Do you need an account
No: the server works without sign-in
Manage personal finances by aggregating bank accounts, investments, and recurring subscriptions into a unified view. Analyze transaction history and spending habits to identify savings opportunities and track net worth growth over time. Monitor investment portfolio performance and audit recurring payments to maintain better control over your financial health.
How to connect
How to connect Hiro to Claude
The server address to paste into Claude settings:
https://hiro.run.tools
- Open Claude (claude.ai or the desktop app).
- Go to Settings → Connectors.
- Click Add custom connector.
- Paste the server address copied below into Remote MCP server URL and click Add.
- In a chat, click + → Connectors and switch the new connector on.
Custom connectors are available on Free, Pro, Max, Team and Enterprise plans (Free is limited to one). On Team and Enterprise an organization Owner adds the connector first under Organization settings → Connectors.
Authorization
After you click Add, a sign-in window for the service opens. Sign in with your own account and approve access. Claude never sees your password.
How to connect Hiro to ChatGPT
The server address to paste into ChatGPT settings:
https://hiro.run.tools
- Open ChatGPT in a browser (chatgpt.com). A Plus, Pro, Business, Enterprise or Edu plan is required.
- Turn on developer mode once: Settings → Apps → Advanced settings → Developer mode.
- Open Settings → Connectors and click Create.
- Fill in the form: Name (anything), Description (one line about what the service does), MCP server URL (copy it below).
- Under Authentication choose OAuth if the service requires sign-in, otherwise None. Click Create.
- In a new chat open + → Apps/Connectors and enable the connector.
OpenAI has renamed this section before (Connectors → Apps/Plugins). If the label differs, search settings for "developer mode". On Business/Enterprise workspaces an admin must allow custom connectors first.
Authorization
On first use ChatGPT opens the service's sign-in window. Sign in and approve access.
How to connect Hiro to Cursor
The server address to paste into Cursor settings:
https://hiro.run.tools
Fastest: click Open in Cursor below and confirm the prompt.
Manually:
- In Cursor open Settings → Cursor Settings → MCP and click Add new global MCP server.
- Paste the JSON copied below into
~/.cursor/mcp.json(per project:.cursor/mcp.jsonin the repo root). - Save the file. The server appears in the MCP list; authorize it there if asked.
Authorization
If the service needs sign-in, an authorize button appears next to the server in the MCP list.
Server tool list (19)
Raw names from tools/list. Only developers need these.
| list_balances | API endpoint for balances as a time series. Returns the balance history for the current user, using the accounts and date range specified in the filter object. One data point is returned per day of the time window. |
| get_balance | API endpoint for balances as a time series. Returns the balance history for the current user, using the accounts and date range specified in the filter object. One data point is returned per day of the time window. |
| get_balance_change_breakdown | Returns the net worth change breakdown for the given date range. |
| get_balance_time_series | Returns the balance time series for the given date range. |
| list_accounts | List and manage the user's financial accounts. Returns checking, savings, credit card, loan, and investment accounts with their names, types, balances, and institution details. |
| get_account | List and manage the user's financial accounts. Returns checking, savings, credit card, loan, and investment accounts with their names, types, balances, and institution details. |
| list_categories | List, create, and manage transaction categories. Returns both system-defined and user-created custom categories with their names, colors, icons, and category groups. |
| get_category | List, create, and manage transaction categories. Returns both system-defined and user-created custom categories with their names, colors, icons, and category groups. |
| list_holdings | List the user's investment holdings across all accounts. Returns holding quantity, value, cost basis, and linked security details. Supports filtering by account and security. |
| get_holding | List the user's investment holdings across all accounts. Returns holding quantity, value, cost basis, and linked security details. Supports filtering by account and security. |
| get_holding_value_history | Return the holding value time series (quantity × daily price). |
| list_investment_transactions | List and view the user's investment transactions. Includes buys, sells, dividends, and other investment activity. Supports filtering by account, security, date range, and search term. |
| get_investment_transaction | List and view the user's investment transactions. Includes buys, sells, dividends, and other investment activity. Supports filtering by account, security, date range, and search term. |
| list_subscriptions | List and manage detected recurring subscriptions. Shows subscription name, amount, frequency, status, and recent transactions. Supports filtering by frequency, status, and date range. |
| get_subscription | List and manage detected recurring subscriptions. Shows subscription name, amount, frequency, status, and recent transactions. Supports filtering by frequency, status, and date range. |
| list_transactions | List and manage the user's financial transactions. Supports filtering by account, category, date range, amount, and search term. Returns transaction descriptions, amounts, dates, categories, and merchant info. Transactions are cursor-paginated, ordered by date descending. |
| get_transaction | List and manage the user's financial transactions. Supports filtering by account, category, date range, amount, and search term. Returns transaction descriptions, amounts, dates, categories, and merchant info. Transactions are cursor-paginated, ordered by date descending. |
| get_related_transactions | Find transactions related to a specific transaction by matching merchant name or description. |
| get_transactions_to_review | Returns transactions that need review (unmodified categories with significant amount). |