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Lloyds Bank

Lloyds Bank

Connect your Lloyds Bank account to read balances and transactions for personal, joint, and Club Lloyds 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 Lloyds Bank

7 realistic workflows that combine Lloyds Bank with your other apps.

Finance
Each morning categorise Lloyds transactions in Xero and post exceptions to Slack.
Finance
When Lloyds rejects a payment, check beneficiary details in Coupa and alert treasury in Gmail.
Ops
Weekly export Lloyds card spend, compare to Coupa budgets, and share overruns in Slack.
Finance
On month-end, match Lloyds statements to Stripe deposits and highlight gaps in Google Sheets.
Finance
When Lloyds balance is low, schedule Wise top-ups and confirm in Slack.
Legal
Before updating Lloyds signatories, collect approvals in DocuSign and archive in Google Drive.
Sales
After Lloyds client expenses, attach receipts to Salesforce and notify finance in Slack.

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