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HSBC

HSBC

Connect your HSBC account to read balances and transactions across personal, joint, and Premier accounts.

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finance

Get Balance
Get the current and available balance for a specific bank account. Use list_accounts first to find the account_id.
List Accounts
List all bank accounts associated with this connection, including current, savings, joint, and business accounts. Returns account IDs, names, types, currency, and account numbers (sort code / IBAN).
List Cards
List credit cards linked to this connection. Note: most UK bank connections only expose credit-card-style accounts here — debit cards are part of the current account returned by list_accounts.
List Transactions
Fetch transactions for a bank account with built-in filtering, pagination, and field selection. IMPORTANT — to avoid bloating context, always use the narrowest query possible: - Use a tight date range (from/to). Default is the last 7 days. - Pass filters (merchant_contains, categories, types, min/max_amount) to narrow results before they are returned. - Pass fields to select only the properties you need. Default is ["timestamp","description","amount","merchant_name"]. - Use limit (default 25, max 100) for pagination. Fetch the next page with offset when has_more is true. Available transaction_category values include: PURCHASE, TRANSFER, DEBIT, ATM, DIRECT_DEBIT, STANDING_ORDER. Available transaction_type values: DEBIT, CREDIT.

Example use cases

What teams automate with HSBC

7 realistic workflows that combine HSBC with your other apps.

Finance
Each morning import HSBC transactions to Xero and escalate unmatched items in Slack.
Finance
When HSBC international fees spike, compare to Wise quotes and recommend routing in Gmail.
Ops
Weekly review HSBC signatory lists against Notion policy and confirm in DocuSign.
Finance
On month-end close, tie HSBC cash movements to Stripe and Xero ledgers in Google Sheets.
Finance
When HSBC balance breaches limits, model cash needs in Metabase and alert leadership in Slack.
Legal
Before HSBC releases a new beneficiary, verify vendor terms in DocuSign and approve in Slack.
Customer Success
When HSBC processes a customer refund, update Salesforce and send confirmation via Gmail.

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