# Hiro (verified)

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 …

## Quick Start

```bash
# Connect this server (installs CLI if needed)
npx -y @smithery/cli@latest mcp add hiro

# Browse available tools
npx -y @smithery/cli@latest tool list hiro

# Get full schema for a tool
npx -y @smithery/cli@latest tool get hiro list_balances

# Call a tool
npx -y @smithery/cli@latest tool call hiro list_balances '{}'
```

## Direct MCP Connection

Endpoint: `https://hiro.run.tools`

## Tools (19)

- `list_balances` — API endpoint for balances as a time series.
- `get_balance` — API endpoint for balances as a time series.
- `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.
- `get_account` — List and manage the user's financial accounts.
- `list_categories` — List, create, and manage transaction categories.
- `get_category` — List, create, and manage transaction categories.
- `list_holdings` — List the user's investment holdings across all accounts.
- `get_holding` — List the user's investment holdings across all accounts.
- `get_holding_value_history` — Return the holding value time series (quantity × daily price).
- `list_investment_transactions` — List and view the user's investment transactions.
- `get_investment_transaction` — List and view the user's investment transactions.
- `list_subscriptions` — List and manage detected recurring subscriptions.
- `get_subscription` — List and manage detected recurring subscriptions.
- `list_transactions` — List and manage the user's financial transactions.
- `get_transaction` — List and manage the user's financial transactions.
- `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).

```bash
# Get full input/output schema for a tool
npx -y @smithery/cli@latest tool get hiro <tool-name>
```

## Prompts (7)

- `monthly-spending-review` (month) — Review your spending for a given month -- totals by category, top merchants, and comparison to the prior month.
- `net-worth-check` — See your current net worth, how it has changed recently, and what is driving the change.
- `subscription-audit` — See all your active subscriptions, what they cost monthly, and flag any you might want to cancel.
- `portfolio-summary` — See your investment holdings, allocation breakdown, and recent investment activity.
- `find-transactions` (query) — Search for specific transactions by merchant, amount, date, or description.
- `balance-trends` (period) — See how your account balances have changed over a time period.
- `financial-snapshot` — Get a quick overview: accounts, spending, net worth, and subscriptions.