# Connect Conversion Tools to Dwolla

When **Conversion Failed** fires in [Conversion Tools](https://apiant.ai/connections/conversion-tools), your agent runs **Add customer** in [Dwolla](https://apiant.ai/connections/dwolla). Describe the whole flow and it is built, tested on every scenario and kept running.

Conversion Tools **4** triggers Conversion Tools **2** actions Dwolla **19** actions

What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.

## What do you want Conversion Tools and Dwolla to do together?

Give your AI client this address.

`https://mcp.apiant.ai`

Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser.

### Set it up in your client

### Claude Code

Run this in the directory you want to work in.

`claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai`

Start Claude Code there, approve the server, and sign in in the browser page it opens.

[Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code)

### Claude, web and desktop

Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first.

[Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp)

### Cursor

Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser.

[Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp)

### Zed

Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.

[Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp)

### Codex and the ChatGPT desktop app

Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in.

[Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp)

### Any other MCP client

Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection.

[Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp)

Example flows

## What Conversion Tools can start in Dwolla

- When **Conversion Failed** in Conversion Tools then **Add customer** in Dwolla
- When **Conversion Result Available** in Conversion Tools then **Update customer** in Dwolla

Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships.

Everything your agent can do with Conversion Tools and Dwolla

## Triggers and actions 4 triggers · 21 actions

- Trigger

**Conversion Failed**

Triggered when a file conversion fails, giving the reason it failed.

- Trigger

**Conversion Result Available**

Triggered when a finished conversion has its result file ready to download.

- Trigger

**Conversion Started**

Triggered when a new file conversion is submitted, while it is still queued or running.

- Trigger

**Conversion Successfully Finished**

Triggered when a file conversion finishes successfully.

- Action

**Convert File**

Uploads a file to Conversion Tools and starts converting it, returning the conversion ID. Use one of the result triggers or Convert File and Get the Result to pick up the converted file.

- Action

**Convert File and Get the Result**

Uploads a file to Conversion Tools, converts it, waits for the conversion to finish and returns a link to download the result.

- Action

**Add beneficial owner**

Adds a beneficial owner (an individual owning 25% or more) to a verified business customer, identified by SSN for US owners or by passport for non-US owners.

- Action

**Add customer**

Creates a Dwolla customer — receive-only, unverified, verified personal, or verified business.

- Action

**Add document**

Uploads an identity verification document (passport, license, ID card) for a Dwolla customer.

- Action

**Add funding source**

Creates a bank account, virtual account number or debit card funding source for a Dwolla customer.

- Action

**Add mass payment**

Creates a mass payment that sends up to 5,000 individual payments from one Dwolla funding source in a single batch.

- Action

**Add transfer**

Initiates a Dwolla transfer of money from one funding source to another, returning the new transfer's id and link.

- Action

**Cancel transfer**

Cancels a pending Dwolla transfer and returns the updated transfer.

- Action

**Delete funding source**

Removes a bank or debit card funding source in Dwolla. The funding source is soft deleted and stays readable, marked as removed.

- Action

**Find customers**

Searches Dwolla customers by name, business name or email, optionally filtered by verification status.

- Action

**Get customer**

Returns a Dwolla customer's details, including name, email, type and verification status.

- Action

**Get funding source**

Returns a Dwolla funding source (bank account or balance) by its ID, including its type, status and bank details.

- Action

**Get funding source balance**

Returns the current balance of a Dwolla funding source — balance and total for a Dwolla balance, available and closing for a bank account, available for a settlement account.

- Action

**Get mass payment**

Returns a Dwolla mass payment by its ID, including its processing status (pending, processing or complete), creation date, totals and metadata.

- Action

**List beneficial owners**

Returns all beneficial owners associated with a business verified Dwolla customer.

- Action

**List documents**

Returns all identity verification documents submitted for a Dwolla customer, including their type, review status and verification result.

- Action

**List events**

Returns the recent events (state changes to customers, transfers, funding sources and more) in your Dwolla application, newest first.

- Action

**List funding sources**

Returns all funding sources for a Dwolla customer, including bank accounts, debit cards and the Dwolla balance, with their verification status.

- Action

**List transfers**

Returns the transfers for a Dwolla customer, optionally filtered by amount range, date range, status, correlation ID or a name/email search.

- Action

**Update customer**

Updates a Dwolla customer's information, upgrades or retries verification, or suspends, deactivates or reactivates the customer.

## Each app on its own

- [ **Conversion Tools** Converting your documents between different formats (XML, Excel, CSV, PDF, etc). Fast and Simple.](https://apiant.ai/connections/conversion-tools)
- [ **Dwolla** Say goodbye to plastic cards, ATM fees, hidden charges and fine print.](https://apiant.ai/connections/dwolla)

Reviews

## What our customers say

## More from Conversion Tools

- [ **Conversion Tools to Donately** Donately makes online donations dead simple and provides a space for non-profits to manage their donors and...](https://apiant.ai/connect/conversion-tools-to-donately)
- [ **Conversion Tools to MagicSlides** MagicSlides is an AI-powered tool that creates professional presentations from text, PDFs, and more in...](https://apiant.ai/connect/conversion-tools-to-magicslides)
- [ **Conversion Tools to Powrbot** Powrbot automates searching the web for company data.](https://apiant.ai/connect/conversion-tools-to-powrbot)
- [ **Conversion Tools to Wander Atlas** Wander Atlas publishes hourly crowd forecasts for more than 620 tourist attractions across 20 countries.](https://apiant.ai/connect/conversion-tools-to-wander-atlas)
- [ **Conversion Tools to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/conversion-tools-to-hubspot)
- [ **Conversion Tools to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/conversion-tools-to-salesforce)

## More into Dwolla

- [ **HubSpot to Dwolla** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-dwolla)
- [ **Salesforce to Dwolla** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-dwolla)
- [ **Slack to Dwolla** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-dwolla)
- [ **Google Sheets to Dwolla** Google Sheets](https://apiant.ai/connect/google-sheets-to-dwolla)
- [ **Gmail to Dwolla** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-dwolla)
- [ **Google Calendar to Dwolla** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-dwolla)

Questions

## Conversion Tools and Dwolla, answered

###

### What can start an automation from Conversion Tools?

Any of Conversion Tools's 4 triggers in the catalog, including Conversion Failed, Conversion Result Available, Conversion Started and Conversion Successfully Finished. Describe the moment in plain language and your agent picks the right one.

###

### What can your agent do in Dwolla when something happens in Conversion Tools?

Any of Dwolla's 19 actions, including Update customer, Add beneficial owner, Add customer and Add document. Your agent maps the data both ways and tests every scenario before it ships.

###

### Can it also run from Dwolla to Conversion Tools?

Dwolla has no triggers in the catalog today, so automations start in Conversion Tools. If you need the other direction, ask: your agent reads Dwolla's API documentation and adds it.

###

### Do I have to build a connector for Conversion Tools or Dwolla?

No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running.

###

### What happens when something fails?

Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships.

###

### Is there a free plan?

Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.
