Wise integration

Overview

The Wise tool provides operations against the Wise (TransferWise) API. Supports 6 resources: (1) Account — getBalances, getCurrencies, getStatement (with binary download for CSV/PDF/XML formats). (2) Exchange Rate — get (with optional time/range/interval). (3) Profile — get, getAll. (4) Quote — create, get. (5) Recipient — getAll (with returnAll/limit pagination). (6) Transfer — create, delete, execute, get (with optional receipt PDF download), getAll (with date/currency/status filters). Binary operations: Account getStatement produces CSV/PDF/XML binary files. Transfer get with downloadReceipt produces PDF receipt. Uses Bearer token authentication with optional SCA (Strong Customer Authentication) via RSA-SHA256 signed x-2fa-approval headers.

Node Type

Action (Binary) — handles file/binary data operations

Input / Output

Direction	Port(s)
Input	Input
Output	Output, Error

Credentials

This tool requires Wise API credentials. See the Credentials Guide for setup instructions.

Resources

Resource	Value
Account	account
Exchange Rate	exchangeRate
Profile	profile
Quote	quote
Recipient	recipient
Transfer	transfer

Operations

Each resource has its own Operation list, and several resources reuse the values get and getAll. Pick the resource first, then the operation.

Resource	Operation	Value	Description
Account	Get Balances	getBalances	Retrieve balances for all account currencies
Account	Get Currencies	getCurrencies	Retrieve available currencies for the borderless account
Account	Get Statement	getStatement	Retrieve the account statement (JSON, CSV, PDF, or XML)
Exchange Rate	Get	get	Get the exchange rate between two currencies
Profile	Get	get	Get a user profile
Profile	Get Many	getAll	Get all user profiles
Quote	Create	create	Create a transfer quote
Quote	Get	get	Get a quote by ID
Recipient	Get Many	getAll	Get all recipient accounts
Transfer	Create	create	Create a transfer
Transfer	Delete	delete	Cancel a transfer
Transfer	Execute	execute	Fund and execute a transfer from balance
Transfer	Get	get	Get a transfer (with optional receipt PDF download)
Transfer	Get Many	getAll	Get all transfers with filters

Parameters

Account: Get Currencies and Profile: Get Many take no parameters of their own.

Most operations need a Profile ID — run Profile: Get Many once to find yours. Two different parameters are labelled Source Currency and two are labelled Target Currency: the exchange-rate pair uses source/target, while a quote uses sourceCurrency/targetCurrency.

Account: Get Balances

Parameter	Type	Required	Default	Description
Profile ID	string	Yes	—	ID of the user profile to retrieve the balance of. Use profile:getAll to find your profile IDs.

Account: Get Statement

Parameter	Type	Required	Default	Description
Profile ID	string	Yes	—	ID of the user profile whose account to retrieve the statement of.
Borderless Account ID	string	Yes	—	ID of the borderless account to retrieve the statement of. Use account:getBalances to find account IDs.
Currency	string	Yes	—	3-letter currency code of the borderless account to retrieve the statement of (e.g. GBP, EUR, USD).
Format	options	No	json	File format to retrieve the statement in. JSON returns structured data; CSV, PDF, and XML return binary file output.
				Options: json, csv, pdf, xml (XML in CAMT.053 form)
Binary Property (binaryPropertyName)	string	Yes	data	Name of the binary property to store the downloaded file in. Names are case-sensitive — see the upstream node’s Binary Data panel for the exact names to use. (shown when Format is csv, pdf, xml)
File Name (fileName)	string	Yes	—	Name of the file that will be downloaded. (shown when Format is csv, pdf, xml)
Additional Fields (additionalFields)	collection	No	{}	Optional statement settings.
— Line Style (lineStyle)	options	No	COMPACT	Line style to retrieve the statement in.
				Options: COMPACT (single line per transaction), FLAT (separate lines for transaction fees)
— Interval Start (intervalStart)	string	No	—	Start of the statement period (ISO 8601 datetime). Defaults to 1 month ago if not set.
— Interval End (intervalEnd)	string	No	—	End of the statement period (ISO 8601 datetime). Defaults to now if not set.

Exchange Rate: Get

Parameter	Type	Required	Default	Description
Source Currency (source)	string	Yes	—	Code of the source currency (e.g. GBP, USD).
Target Currency (target)	string	Yes	—	Code of the target currency (e.g. EUR, USD).
Additional Fields (additionalFields)	collection	No	{}	Optional time-range settings.
— Interval	options	No	day	Grouping interval for exchange rates.
				Options: day, hour, minute
— Range Start (from)	string	No	—	Start of the date range (ISO 8601). Defaults to 1 month ago if not set.
— Range End (to)	string	No	—	End of the date range (ISO 8601). Defaults to now if not set.
— Time	string	No	—	Specific point in time to retrieve the exchange rate for (ISO 8601). If set, from/to are ignored.

Profile: Get

Parameter	Type	Required	Default	Description
Profile ID	string	Yes	—	ID of the user profile to retrieve.

Quote: Create

Parameter	Type	Required	Default	Description
Profile ID	string	Yes	—	ID of the user profile to create the quote under.
Target Account ID	string	Yes	—	ID of the recipient account that will receive the funds.
Amount Type (amountType)	options	No	source	Whether the amount is the source (sent) or target (received) amount.
				Options: source, target
Amount	number	Yes	1	Amount of funds for the quote.
Source Currency (sourceCurrency)	string	Yes	—	Code of the currency to send (e.g. GBP). Automatically uppercased.
Target Currency (targetCurrency)	string	Yes	—	Code of the currency to receive (e.g. EUR). Automatically uppercased.

Quote: Get

Parameter	Type	Required	Default	Description
Quote ID	string	Yes	—	ID of the quote to retrieve.

Recipient: Get Many

Parameter	Type	Required	Default	Description
Return All	boolean	No	false	Whether to return all results or only up to a given limit.
Limit	number	No	5	Max number of results to return. Accepts 1–1000. (shown when Return All is false)

Transfer: Create

Parameter	Type	Required	Default	Description
Profile ID	string	Yes	—	ID of the user profile to create the transfer under.
Quote ID	string	Yes	—	ID of the quote based on which to create the transfer.
Target Account ID	string	Yes	—	ID of the recipient account that will receive the funds.
Additional Fields (additionalFields)	collection	No	{}	Optional transfer settings.
— Reference	string	No	—	Reference text to show in the recipient’s bank statement.

Transfer: Delete

Parameter	Type	Required	Default	Description
Transfer ID	string	Yes	—	ID of the transfer to cancel.

Transfer: Execute

Parameter	Type	Required	Default	Description
Profile ID	string	Yes	—	ID of the user profile to execute the transfer under.
Transfer ID	string	Yes	—	ID of the transfer to execute.

Transfer: Get

Parameter	Type	Required	Default	Description
Transfer ID	string	Yes	—	ID of the transfer to retrieve.
Download Receipt (downloadReceipt)	boolean	No	false	Whether to download the transfer receipt as a PDF. Only for executed transfers with status “Outgoing Payment Sent”.
Binary Property (binaryPropertyName)	string	Yes	data	Name of the binary property to store the receipt PDF in. Names are case-sensitive — see the upstream node’s Binary Data panel for the exact names to use. (shown when Download Receipt is true)
File Name (fileName)	string	Yes	—	Name of the downloaded receipt file. (shown when Download Receipt is true)

Transfer: Get Many

Parameter	Type	Required	Default	Description
Profile ID	string	Yes	—	ID of the user profile to list transfers for.
Return All	boolean	No	false	Whether to return all results or only up to a given limit.
Limit	number	No	5	Max number of results to return. Accepts 1–1000. (shown when Return All is false)
Filters (filters)	collection	No	{}	Narrow the transfer list.
— Created Date Start (createdDateStart)	string	No	—	Start of the date range filter (ISO 8601). Defaults to 1 month ago.
— Created Date End (createdDateEnd)	string	No	—	End of the date range filter (ISO 8601). Defaults to now.
— Source Currency (sourceCurrency)	string	No	—	Source currency code for filtering transfers.
— Target Currency (targetCurrency)	string	No	—	Target currency code for filtering transfers.
— Status	options	No	processing	Transfer status filter.
				Options: bounced_back, cancelled, charged_back, funds_converted, funds_refunded, incoming_payment_waiting, outgoing_payment_sent, processing, unknown, waiting_recipient_input_to_proceed

All Operations

Parameter	Type	Required	Default	Description
Max Concurrency	number	No	10	Maximum number of items to process concurrently. Accepts 1–100.

Output Data

One input item always produces exactly one output item — no operation fans out. Binary data on the input item is forwarded unchanged, and a downloaded file is added alongside it rather than replacing it.

How the JSON is built depends on whether Wise answered with one record or a list:

• Single-record operations merge onto the input item’s JSON. The returned object’s fields sit alongside the fields the item already carried, so downstream nodes address them directly ({{ $json.id }}). A response field with the same name as an existing item field overwrites it.
• List operations replace the item JSON. The whole list lands on one output item under results, and nothing from the input item’s JSON carries over. Address individual entries as {{ $json.results }}, or put an Item Lists / Split node after this one if you want one item per record.

Operations	Output
Account Get Balances and Get Currencies; Exchange Rate Get; Profile Get Many; Recipient Get Many; Transfer Get Many	One output item whose JSON is { "results": [ … ] } — the input JSON is replaced.
Account Get Statement with Format json; Profile Get; Quote Create and Get; Transfer Create, Delete, Execute, and Get without a receipt	One output item; the returned object merged onto the input JSON.
Account Get Statement with Format csv, pdf or xml	One output item carrying the file in binary, with format, fileName and fileSize merged onto the input JSON.
Transfer Get with Download Receipt on	One output item carrying the receipt PDF in binary, with transferId, downloadedReceipt, fileName and fileSize merged onto the input JSON.

Downloaded files land on the binary property you named, with the MIME type matching the format (text/csv, application/pdf, application/xml) so a downstream upload or email node can attach them as-is.

Example Configuration

Check balances across every currency on a profile:

{
  "type": "wise",
  "parameters": {
    "resource": "account",
    "operation": "getBalances",
    "profileId": "{{ $json.profileId }}"
  }
}

Download a PDF statement for one currency and date range:

{
  "type": "wise",
  "parameters": {
    "resource": "account",
    "operation": "getStatement",
    "profileId": "12345678",
    "borderlessAccountId": "87654321",
    "currency": "GBP",
    "format": "pdf",
    "binaryPropertyName": "statementPdf",
    "fileName": "statement_2026.pdf",
    "additionalFields": {
      "lineStyle": "COMPACT",
      "intervalStart": "2026-01-01T00:00:00Z",
      "intervalEnd": "2026-06-30T23:59:59Z"
    }
  }
}

Track a rate day by day over a period:

{
  "type": "wise",
  "parameters": {
    "resource": "exchangeRate",
    "operation": "get",
    "source": "GBP",
    "target": "EUR",
    "additionalFields": {
      "interval": "day",
      "from": "2026-01-01T00:00:00Z",
      "to": "2026-06-30T00:00:00Z"
    }
  }
}

Quote a £1,000 send:

{
  "type": "wise",
  "parameters": {
    "resource": "quote",
    "operation": "create",
    "profileId": "12345678",
    "targetAccountId": "{{ $json.recipientId }}",
    "amountType": "source",
    "amount": 1000,
    "sourceCurrency": "GBP",
    "targetCurrency": "EUR"
  }
}

Turn that quote into a transfer:

{
  "type": "wise",
  "parameters": {
    "resource": "transfer",
    "operation": "create",
    "profileId": "12345678",
    "quoteId": "{{ $json.id }}",
    "targetAccountId": "{{ $json.recipientId }}",
    "additionalFields": {
      "reference": "Monthly payment"
    }
  }
}

Fund and send it from your balance:

{
  "type": "wise",
  "parameters": {
    "resource": "transfer",
    "operation": "execute",
    "profileId": "12345678",
    "transferId": "{{ $json.id }}"
  }
}

Fetch a transfer and keep its receipt as a PDF:

{
  "type": "wise",
  "parameters": {
    "resource": "transfer",
    "operation": "get",
    "transferId": "{{ $json.id }}",
    "downloadReceipt": true,
    "binaryPropertyName": "receiptPdf",
    "fileName": "transfer_receipt.pdf"
  }
}

List transfers in a window, filtered by currency and status:

{
  "type": "wise",
  "parameters": {
    "resource": "transfer",
    "operation": "getAll",
    "profileId": "12345678",
    "returnAll": false,
    "limit": 50,
    "filters": {
      "createdDateStart": "2026-01-01T00:00:00Z",
      "createdDateEnd": "2026-06-30T23:59:59Z",
      "sourceCurrency": "GBP",
      "status": "processing"
    }
  }
}

Error Handling

Mode	Behavior
stop	Halts workflow on first error
continue	Skips failed items, passes successful ones through
errorPort	Routes failed items to Error output port

Tips

This tool manages international money transfers, multi-currency accounts, exchange rates, quotes, recipients, and transfers via the Wise service. It is ideal for tasks like getting exchange rates, creating transfer quotes, managing recipients, executing transfers, and downloading account statements or transfer receipts. The tool produces information about balances, currencies, profiles, quotes, recipients, and transfers, including binary CSV, PDF, or XML statements and PDF transfer receipts.

The Transfer Workflow

1. Profile: Get Many to find your profile ID.
2. Quote: Create with the profile ID, recipient account, amount and currency pair.
3. Transfer: Create using the quote’s ID.
4. Transfer: Execute to fund it from your balance.
5. Transfer: Get with Download Receipt once the transfer reaches outgoing_payment_sent, to keep the PDF.

Account Management

• Get Balances shows available funds per currency, and its response also carries the borderless account IDs that Get Statement needs.
• Get Currencies lists what the account supports.
• Get Statement is the reporting workhorse: json for data you will process in the workflow, csv/pdf/xml when a person or an accounting system is going to read the file.

Important Notes

• Currency codes are uppercased for you, so gbp and GBP behave the same.
• Binary downloads need both Binary Property and File Name; the file lands on the property you name and the item’s existing binary is kept.
• Collections (Additional Fields, Filters) are flat objects keyed by the sub-field’s internal name.
• A receipt is only available once the transfer has actually been sent — asking earlier returns an error rather than an empty file.