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Halifax

Halifax

Connect your Halifax account to read balances and transactions across personal and joint current 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 Halifax

7 realistic workflows that combine Halifax with your other apps.

Finance
Each morning sync Halifax transactions to Xero and flag duplicate entries in Slack.
Finance
When Halifax direct debits change, verify vendors in Coupa and notify AP in Gmail.
Ops
Weekly review Halifax savings transfers, document approvals in Notion, and confirm in Slack.
Finance
At month end, reconcile Halifax accounts to TrueLayer feeds and report variances in Google Sheets.
People
When payroll leaves via Halifax, confirm amounts in Xero and notify HR in Slack.
Legal
Store Halifax mandate updates in DocuSign and track renewal dates in Notion.
RevOps
Link Halifax account metadata to Salesforce billing and flag incomplete records in Slack.

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