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How to Use the Hiro MCP with Claude

Learn how to use the Hiro MCP with Claude to access your client data, get AI-assisted insights, and automate your reporting workflow end to end.

Data Use & Agency Responsibility

The MCP integration gives you AI-assisted access to your clients' analytics data. Before activating, please review what Hiro provides and what you are responsible for.

  • No model training

    • Hiro does not use your data to train or improve any AI model.

  • No PII processed

    • The MCP operates on non-PII data only, per our Data Processing Agreement.

AI responses are powered by Anthropic, Inc. Anthropic retains API data for up to 7 days for trust and safety purposes before automatic deletion — it is never used for model training. Hiro does not accept liability for Anthropic's independent data practices. Review Anthropic's privacy policy.


Your responsibility before activating

  • You have reviewed your client contracts and confirmed you have authority to use third-party AI tools to access their data.

  • You have verified that using AI-assisted tools is consistent with your clients' Klaviyo and Shopify platform terms.

  • Where required by law (GDPR, CCPA, etc.), you have obtained appropriate client consent or authorization.

  • You will not submit queries designed to retrieve or reconstruct personally identifiable information.

By activating the Hiro MCP, you confirm you have read and understood the above, have the authority to use this integration with your clients' data, and agree to the terms of the Data Processing Agreement.

How to connect Hiro to Claude

Step 1: Open Claude and go to Settings

Have both your Hiro account and your Claude workspace open in separate windows. In Claude, click on your profile or the menu to open Settings.

Important: Setting up connectors for your team

Team and Enterprise plan owners must enable connectors at the organization level before anyone can use them. Enabling a connector makes it available to your team — but each member still needs to authenticate individually via their own Settings.

If you're an owner, here's how to enable Hiro for your workspace:

  1. Go to Organization Settings → Connectors → Add Custom → Web

  2. Name the connector Hiro

  3. Paste the MCP server URL into the URL field

Once saved, Hiro will appear in your team's connector list. Each member can then authenticate with their own credentials by following the steps below.

Step 2: Navigate to Connectors

Inside Settings, follow this path: Settings Connectors Customize

Step 3: Add Hiro as a custom connector

Click the + button and select Add custom connector. Name it Hiro, then paste the Hiro MCP server URL into the URL field.

Click Add to save the connector.

Step 4: Connect your Hiro account

After adding the connector, you'll see a message in Claude that says you're not yet connected to Hiro. Click the Connect button — this will open a new window in Hiro.

From there, click Finish connecting to Claude in Hiro. You'll be redirected back to Claude, where the connector will show as Connected.

Step 5: Verify the connection

To confirm everything is working, start a new Claude conversation and try a prompt like: "List all of my Hiro clients"

If Hiro responds with your client list, the integration is live.

Step 6: Handle permission prompts

Claude may prompt you with Allow dialogs when using Hiro tools for the first time. You can set these to Always Allow to avoid being prompted repeatedly.

Here's an example of Claude using the Hiro tools to gather client data.


Available Tools

This is the full list of available Hiro tools and how you can use them in Claude.

Tool

Category

Description

list_clients

Setup

List all active clients with IDs, names, currencies, and timezones

list_metrics

Setup

Browse all available metric field keys, filterable by category or keyword

list_forms

Setup

List all forms for a client with lifetime submit counts

list_segments

Setup

List all active segments for a client

get_performance

Performance

Aggregated KPIs for one or more clients — revenue, engagement, LTV, retention, acquisition. Supports daily/weekly/monthly time series and cross-client comparison

get_performance_report

Performance

Full 12-slide monthly report for a single client covering campaigns, flows, list growth, deliverability, and forms. Includes MoM and YoY comparisons

get_client_pacing

Performance

Month-to-date attributed revenue pacing for all clients vs last month and last year

get_campaigns

Campaigns & Flows

Per-campaign metrics with optional field selection including image_url, subject line, tags, and revenue breakdown

get_flows

Campaigns & Flows

Per-flow revenue totals for a single period with optional period-over-period comparison

get_flow_trends

Campaigns & Flows

Flow performance over time at day, week, or month granularity

get_subscriber_events

List Health

Subscribe and unsubscribe events broken down by source or method

get_segment_trends

List Health

Segment membership changes over time — members added, removed, and net

get_form_trends

Forms

Form views, submits, and submit rate over time at day, week, or month granularity

audit_client

Auditing

Comprehensive 7-phase performance audit covering revenue, flows, campaigns, list health, deliverability, and acquisition

audit_flow_detail

Auditing

Deep-dive on a specific flow — share-of-store trend and per-message performance breakdown

query_data

Advanced

Run read-only SQL queries directly against your client data (orders, profiles, campaigns, subscription events)


Report Generation from Claude with Connectors

The Hiro MCP removes the limitations of the built-in Hiro Report Generator, giving you direct access to your clients' data and the freedom to export it wherever your workflow lives. Whether you prefer Gamma or Canva, you can pull a full performance report and drop it into either platform in just a few steps — with full control over what's included, how it's formatted, and how it looks.


Option A: Export to Gamma

Step 1: Generate the report

Ask Hiro to pull the report for your client and date range. For example: "Get the March performance report for {client name} using the get_performance_report tool."

Hiro will return a structured 12-slide report with metrics, trends, and comparisons (similar to the default Monthly Report in the in-platform Report Generator).

Step 2: Add any custom metrics

Before exporting, ask Hiro to calculate any additional metrics you want included — such as Flow Revenue as % of Total Store Revenue. These can be added to specific slides in the next step.

Step 3: Trigger the Gamma export

Tell Claude to generate a Gamma presentation using the report data. You can specify:

  • Slide format — e.g. "Use widescreen 16:9 format" (recommended size)

  • Slide count — defaults to 12, one per report section

  • Custom metrics — e.g. "Add flow revenue as % of store to the Performance Summary slide"

Example prompt: "Regenerate the report as a widescreen Gamma presentation and include flow revenue as % of total store on slide 2."

Step 4: Open and refine

Once generation completes, open the link from the Gamma widget in the chat. From there you can edit copy, swap themes, adjust layouts, and share directly with your client.


Option B: Export to Canva

Step 1: Generate the report

Ask Hiro to pull the report for your client and date range. For example: "Get the March performance report for {client name} using the get_performance_report tool."

Hiro will return a structured 12-slide report with metrics, trends, and comparisons (similar to the default Monthly Report in the in-platform Report Generator).

Step 2: Open or create your Canva deck

You can either:

  • Use an existing deck — share the Canva URL or design ID in the chat, and Claude will edit it directly

  • Generate a new deck — ask Claude to create a new Canva presentation from the report data

Step 3: Trigger the Canva export

Tell Claude to push the report slides into your Canva deck: "Put the March report slides into this Canva deck: [your Canva URL]"

Claude will use the Canva editing tools to populate each slide with the correct data from the report.

Step 4: Review and publish

Claude will show you thumbnail previews of each updated slide. Confirm the edits look right, then Claude commits the changes. Open the deck in Canva to finalize design touches and share with your client.

🚧 The Hiro MCP is currently in beta.

You may occasionally run into unexpected behavior — data may not load as expected, outputs might need a retry, or certain features may behave differently across clients. We're actively improving the experience and your feedback helps. If something doesn't work as expected, try rephrasing your request or breaking it into smaller steps.

For persistent issues, reach out to the Hiro team directly via Slack.

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