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Importing Bank Transactions into VRTrust with Zapier or Claude AI

How to push a live bank feed into VRTrust when your bank can't connect directly — using Zapier's webhooks with the VRTrust API, or by connecting Claude to the VRTrust MCP server.

Importing Bank Transactions into VRTrust with Zapier or Claude AI

Some banks — particularly outside the US — can't connect to VRTrust's built-in bank feeds. If your bank offers a Zapier integration, or you use an AI assistant like Claude, you can still get a live transaction feed into VRTrust using our open API. This article covers both approaches.

What you'll need

  • A VRTrust API key — available in your VRTrust dashboard.

  • Your CSV Import connection ID — see the next section.

  • For the Zapier route: a paid Zapier plan (webhooks are a premium feature) and a bank with a Zapier app that offers a "new transaction" trigger (for example Starling, Monzo, Revolut, or Tide in the UK).

Finding your connection ID

Bank records in VRTrust belong to a connection. Externally-pushed transactions use your team's CSV Import connection, which every VRTrust team has. To find its ID, make this API call:

GET https://api.vrplatform.app/connections?appId=csvImport

with your X-API-Key header (see below). The response contains one connection named "CSV Import" — its id field (a UUID) is your connectionId.

If you're using Claude connected to the VRTrust MCP server (Option 2 below), you can simply ask: "What's my CSV Import connection ID?" — or contact support and we'll send it to you.

The API endpoint

Bank transactions are imported with a single API call:

POST https://api.vrplatform.app/bank-records/batch

Headers:

  • X-API-Key: your-api-key (required)

  • x-team-id: your-team-id (only if your API key has access to multiple teams)

  • Content-Type: application/json

Body:

{
  "connectionId": "your-csv-import-connection-id",
  "data": [
    {
      "date": "2026-07-13",
      "description": "FASTER PAYMENT - J SMITH",
      "amount": 12500,
      "uniqueRef": "the-banks-transaction-id",
      "type": "transaction"
    }
  ]
}

Field notes:

  • date is the only required field per record (YYYY-MM-DD).

  • amount is in minor units (cents/pence): £125.00 = 12500. Money in is positive; money out is negative.

  • uniqueRef should be your bank's own transaction ID. This deduplicates records, so re-running an import never creates duplicates.

  • type is transaction for normal entries (or balance for balance records).

Testing tip: append ?dryRun=true to the URL to validate your request without saving anything.

Option 1: Zapier

  1. Create a new Zap.

  2. Trigger: choose your bank's Zapier app and its "New Transaction" trigger.

  3. Action: choose Webhooks by Zapier → Custom Request.

  4. Set the method to POST, the URL to https://api.vrplatform.app/bank-records/batch, and add the headers above.

  5. Paste the JSON body and map your bank trigger's fields (date, description, amount, transaction ID) into the corresponding values. If your bank reports amounts in pounds/dollars, multiply by 100 in a Formatter step first.

  6. Test with ?dryRun=true on the URL, then remove it and turn the Zap on.

New bank transactions will now appear in VRTrust automatically, ready for reconciliation.

Option 2: Let Claude build it for you (or skip Zapier entirely)

VRTrust publishes an MCP server, which lets AI assistants like Claude connect directly to your VRTrust account and read our live API documentation. Once connected, Claude can look up your connection ID, generate the exact Zapier webhook configuration for your bank's fields, help you test it, and troubleshoot errors — or post transactions directly when you paste or upload a bank export.

To connect Claude to VRTrust:

  1. Go to claude.ai → Settings → Connectors → Add custom connector.

  2. Name it "VRTrust" and enter the URL: https://mcp.vrplatform.app/

  3. Click Add, then sign in with your VRTrust login when prompted.

  4. In a new chat, enable the VRTrust connector and try prompts like:

    • "What's my CSV Import connection ID?"

    • "Build me the Zapier webhook step to post new transactions from my bank feed into VRTrust."

    • "Here's a CSV export from my bank — post these transactions to VRTrust."

    • "Which of last month's bank records are still unreconciled?"

Other MCP-compatible AI tools (Claude Code, ChatGPT with connectors, etc.) can use the same URL.

Questions?

Reach out to support and we'll help you find your connection ID or walk through the Zap together. Full API reference: docs.vrplatform.app/api.

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