Ship week at Hiro: MCP, Portfolio, and Import 2.0

Hiro is not a financial advisor. It is an AI powered financial assistant. Any responses should not be considered financial, tax, or legal advice.

The Hiro team has had an epic ship week. We launched two new features and completely redid a critical data import flow. One feature for agents, another for humans, and the third to keep all your financial data clean and usable. Without much further ado, let’s get into what these are and why they are worth your time playing with.

I don’t charge for my newsletter. If you like my writing, I’d appreciate it if you 1) try Hiro 2) send us feedback 3) spread the word.

MCP Server#

We launched an MCP server! Super easy to set up if you’re into MCPs, works with Claude, Codex, Openclaw, whatever your client choice is.

This launch will really matter to readers who are already on the forefront of experimenting with OpenClaw and Codex and Claude. What the Hiro MCP server provides is an up-to-date snapshot of your financial data, secured away in Hiro. Why not just give Claude a bunch of your CSVs? You absolutely can, but then you’ll have to repeat the process next month and the month after, and remember how you categorized each transaction, and that the random credit union account has something strange with polarities. We handle all this for you and continue to handle it.

So what can you do? Let me illustrate with a few examples: Our COO Samar Shah is one of the most AI-pilled execs I know. He vibed up a bunch of apps with his MCP connection. You can see his post here. Pictures speak a thousand words, so here are some ideas from his post:

Customized cashflow dashboard#

Everyone has a different view of their ideal cashflow dashboard because we think about life differently. Samar made his own that fits his own mind.

Position solar system#

This is for pure fun - but who hasn’t wondered what their portfolio looks like as a solar system? (We are huge 🤓s at Hiro) So here you go

Iran impact#

My partner in crime Ethan took things in a different (more serious) direction. He wanted to know the impact of the Iran conflict on his portfolio. He technically did this without MCP by manually creating spreadsheets of his data (all of this pain is now gone), but the analysis that Claude generated is quite fantastic.

What will you build?#

In all cases, the key is that the MCP server provides cleaned, normalized access to your data, that continues to update itself in the background and lets your agents / claws / Claudes go to town and do whatever analysis they want. I’d love to see what you build - if its exciting and you want us to feature it, please let us know.

Portfolio tab#

What if you follow the MCP stuff but aren’t that into it, and would prefer a more normal human interface to things? Well, we have a fresh new update for you. Announcing our Portfolio tab.

Why this matters:

Checking in on your net worth is often the number one thing that people want to do on a somewhat frequent basis. As humans, we just want to know what that number is and whether it is moving up or down. We want to know why. The portfolio tab is designed to help you understand that. We are still in early days, so we don’t have advanced tools like backtesting and sensitivity analysis, but those are coming. If you’re excited about this, give it a go, tell us what we’re missing and we’ll build it.

Import flow part 2#

Financial data is extremely messy. That’s just an unfortunate reality. If you’re a lay customer, you probably have some financial statements or CSV dumps of data. If you use Hiro to connect your financial accounts via Plaid or other providers, you start seeing data going forward, but historical data is limited. Moreover, for transactional data, you may have spent a lot of time categorizing transactions, and cleaning up your data and that is effectively gone when you establish a new connection.

To solve this problem, we built an import flow that supported arbitrary PDFs, and imports from Monarch and Mint. It was good, but not great. We were doing a bunch of client side processing and the flow was fragile. If you ended up in a bad state, your account was toast. There was no undo.

We have now solved these problems (and more). Our import flow is completely undoable - go through the import, it doesn’t work, no problem, just hit a button and it never happened. As far as we know, almost no other provider supports this, though it is absolutely critical in case of a mistake. Moreover, we’ve replaced our old fragile CSV parser approach with an AI agent that can deal with any sort of CSV. So for friends using Personal Capital - go nuts - we support you now.

Bonus#

Three features is not enough. We’ve historically had a lot of trouble with some banks and financial institutions connecting via Plaid. We now support Finicity and MX as alternative bank connectors. Our institution picker does its best to direct you to the ideal option, but you can always override it if you want.

I’m very excited about what we are shipping and building at Hiro and the direction we’re headed in. Please give Hiro a shot and send us any feedback you may have.