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NatWest

NatWest

Connect your NatWest account to read balances and transactions for personal, joint, and Reward 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 NatWest

7 realistic workflows that combine NatWest with your other apps.

Finance
Each morning import NatWest transactions to Xero and escalate unreconciled lines in Slack.
Finance
When NatWest charges unexpected fees, compare to Coupa contracts and dispute via Gmail.
Ops
Weekly audit NatWest cardholders, confirm roles in Notion, and revoke leavers in Slack.
Finance
On month-end close, tie NatWest balances to TrueLayer and Stripe in Google Sheets.
Finance
When NatWest FX exposure grows, plan hedges in Wise and alert treasury in Slack.
Legal
File NatWest banking resolutions in DocuSign and remind owners before expiry in Gmail.
Sales
Log NatWest travel expenses to the Salesforce opportunity and notify the manager in Slack.

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