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Barclays

Barclays

Connect your Barclays account to read balances and transactions for 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 Barclays

7 realistic workflows that combine Barclays with your other apps.

Finance
Each morning sync Barclays transactions to Xero and flag unreconciled items in Slack.
Finance
When a Barclays payment fails, verify beneficiary in Coupa and retry after approval in Gmail.
Ops
Weekly review Barclays card spend by team, compare to budget in Google Sheets, and alert managers.
Finance
On month-end, export Barclays statements and match to Stripe settlements in Xero.
Finance
When Barclays FX rates move sharply, update Wise transfer plans and notify treasury in Slack.
Legal
Store Barclays mandate changes in DocuSign and confirm signatory updates in Notion.
Customer Success
When a refund is issued via Barclays, log it on the Salesforce account and confirm in Gmail.

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