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Santander

Santander

Connect your Santander UK account to read balances and transactions for personal and joint 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 Santander

7 realistic workflows that combine Santander with your other apps.

Finance
Each morning categorise Santander transactions in Xero and alert AP to exceptions in Slack.
Finance
When Santander blocks a payment, verify invoice details in Coupa and retry after Gmail approval.
Ops
Weekly review Santander merchant services fees against Stripe statements in Google Sheets.
Finance
On month-end, reconcile Santander balances to Salesforce cash forecasts in Slack.
Finance
When Santander liquidity tightens, model scenarios in Metabase and brief leadership in Gmail.
Legal
Before Santander adds a signatory, collect DocuSign approval and file in Google Drive.
Customer Success
When Santander processes a credit note, update Salesforce and confirm with the customer in Gmail.

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