--- title: "Connect Luxury Presence to Dwolla - APIANT.ai" description: "When \"New Agent\" fires in Luxury Presence, your agent runs \"Add customer\" in Dwolla." canonical: "https://apiant.ai/connect/luxury-presence-to-dwolla" --- # Connect Luxury Presence to Dwolla When **New Agent** fires in [Luxury Presence](https://apiant.ai/connections/luxury-presence), 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. Luxury Presence **3** triggers Luxury Presence **24** 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 Luxury Presence and Dwolla to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. 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 Luxury Presence can start in Dwolla - When **New Agent** in Luxury Presence then **Add customer** in Dwolla - When **New Office** in Luxury Presence 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 Luxury Presence and Dwolla ## Triggers and actions 3 triggers · 43 actions - Trigger **New Agent** Triggers when a new agent is added to your Luxury Presence account. - Trigger **New Office** Triggers when a new office is created in your Luxury Presence account. - Trigger **New Team** Triggers when a new team is created in your Luxury Presence account. - Action **Add Agents to Office** Adds one or more agents to an existing office. - Action **Create Agent** Creates a new agent profile on your Luxury Presence website and returns the created agent. - Action **Create Agents (Bulk)** Creates several agents on your Luxury Presence site in one call and returns the created agents. - Action **Create Office** Creates a new office on your Luxury Presence website and returns the created office. - Action **Create Offices (Bulk)** Creates several offices in Luxury Presence in one call and returns the new office records. - Action **Create Team** Creates a new team in Luxury Presence with its name, email, contact details, bio, address and SEO settings, and returns the created team. - Action **Create Teams (Bulk)** Creates several teams at once in your Luxury Presence account and returns the created teams. - Action **Delete Agent Social Link** Removes one social link (such as Facebook or Instagram) from an agent's profile. - Action **Delete Office** Deletes an office from your Luxury Presence account. - Action **Delete Offices (Bulk)** Deletes several offices at once by their ids. - Action **Delete Team** Deletes an existing team from your Luxury Presence account. - Action **Delete Teams (Bulk)** Deletes several teams at once by their IDs. - Action **Get Agent** Returns one agent's profile, including contact details, address, social links, tags and MLS authorizations. - Action **Get Media** Returns a media record (image or video) by its ID, including its format, dimensions, alt text and resized CDN URLs. - Action **Get Office** Returns a single office by its id, including its address, office hours, media and SEO details. - Action **Get Team** Returns a single team by its ID, including its name, contact details, bio, address and tags. - Action **List Agents** Returns the agents on your Luxury Presence site, optionally filtered by search text, tags, external source, external IDs or emails. - Action **List Offices** Returns the offices in your Luxury Presence account, optionally filtered by search text, external source or external IDs. - Action **List Teams** Returns the teams on your Luxury Presence account, optionally filtered by name, email or external ID. - Action **Remove Agents from Office** Removes one or more agents from an office in Luxury Presence. - Action **Remove Agents from Team** Removes one or more agents from a team in Luxury Presence. - Action **Update Agent** Updates an existing agent's profile, contact details, address, social links and office assignments. Only the fields you fill in are changed. - Action **Update Office** Updates an existing office's name, address, contact details, hours, descriptions and SEO settings. Only the fields you fill in are changed. - Action **Update Team** Updates an existing team's name, contact details, address, bio, SEO and website settings. Fields left blank are not changed. - 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 - [ **Luxury Presence** Luxury Presence is a software company designed for real estate agents.](https://apiant.ai/connections/luxury-presence) - [ **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 Luxury Presence - [ **Luxury Presence to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/luxury-presence-to-salesforce) - [ **Luxury Presence to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/luxury-presence-to-slack) - [ **Luxury Presence to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/luxury-presence-to-mailchimp) - [ **Luxury Presence to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/luxury-presence-to-stripe) - [ **Luxury Presence to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/luxury-presence-to-shopify) - [ **Luxury Presence to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/luxury-presence-to-quickbooks-online) ## 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 is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](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 ## Luxury Presence and Dwolla, answered ### ### What can start an automation from Luxury Presence? Any of Luxury Presence's 3 triggers in the catalog, including New Agent, New Office and New Team. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Dwolla when something happens in Luxury Presence? 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 Luxury Presence? Dwolla has no triggers in the catalog today, so automations start in Luxury Presence. 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 Luxury Presence 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. ### ### Can my AI client use Luxury Presence and Dwolla without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### 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.