Dwolla

Dwolla MCP Connector for Claude

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Automate payments and bank transfers via Dwolla — manage customers, funding sources, and initiate transfers directly from any AI agent.

30 tools Official Updated Jun 28, 2026 Official Vinkius Partner

Connect your Dwolla account to any AI agent and take full control of your payment infrastructure through natural conversation.

What you can do

  • Customer Management — Create, list, and update individual or business customers directly from the chat
  • Funding Sources — Link bank accounts or balances and manage them for specific customers or your main account
  • Transfer Orchestration — Initiate and track transfers between funding sources with full visibility of the transaction lifecycle
  • Verification Workflows — Handle micro-deposit verification to ensure secure bank account linking
  • Account Insights — Retrieve organizational account details and funding source statuses instantly

How it works

  1. Subscribe to this server
  2. Enter your Dwolla Access Token and Environment (sandbox or production)
  3. Start managing your fintech operations from Claude, Cursor, or any MCP-compatible client

Who is this for?

  • Fintech Developers — test payment flows and verify customer data without leaving the IDE
  • Operations Teams — monitor transfer statuses and manage customer records through simple queries
  • Product Managers — audit funding sources and account balances during development cycles
bank-transfersach-paymentscustomer-onboardingpayment-infrastructurefinancial-apifund-management

30 tools expose this connector's capabilities to your AI agent.

list_account_transfers

List transfers for an account

list_beneficial_owners

List beneficial owners for a customer

list_customers

List or search customers

list_events

List events

list_labels

List labels for a customer

list_webhook_subscriptions

List webhook subscriptions

retry_webhook

Retry a webhook

list_account_funding_sources

List funding sources for an account

cancel_transfer

Cancel a pending transfer

create_beneficial_owner

Create a beneficial owner for a business customer

create_customer_funding_source

Create a funding source for a customer

create_customer

Create a new customer

create_document

Create a document for a customer

create_funding_source

Create a funding source

create_label

Create a label for a customer

create_webhook_subscription

Create a webhook subscription

get_account

Retrieve Dwolla account details

get_customer

Retrieve a customer

get_document

Retrieve a document

get_event

Retrieve an event

get_funding_source

Retrieve a funding source

get_mass_payment

Retrieve a mass payment

get_transfer

Retrieve a transfer

initiate_kba

Initiate a KBA session for a customer

initiate_mass_payment

Initiate a mass payment

initiate_transfer

Requires HAL _links in the payload. Initiate a transfer

update_customer

Update a customer

update_funding_source

g., passing { removed: true }). Update or remove a funding source

verify_kba

Verify KBA answers

verify_micro_deposits

Verify micro-deposits for a funding source

See how to talk to your AI agent using Dwolla.

List all customers in my Dwolla account.

I've retrieved your customer list. You have 3 customers: Jane Doe (ID: cust-001), John Smith (ID: cust-002), and Acme Corp (ID: cust-003). Would you like to see details for one of them?

Get details for customer ID cust-001.

Fetching details for Jane Doe (cust-001)... She is a 'verified' personal customer with email jane@example.com. Her account was created on 2023-10-15.

Initiate a transfer of $50 between source 'src-123' and destination 'dest-456'.

Transfer initiated successfully. The transaction ID is 'trans-789'. The status is currently 'pending'.

Use the `verify_micro_deposits` tool by providing the Funding Source ID and the two deposit amounts. This ensures the bank account is active and owned by the customer.

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