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Dwolla ChatGPT

Connect Dwolla to ChatGPT

Send Dwolla customers, funding sources, events and 2 more data types to ChatGPT on a schedule. Filter by date. Refresh as often as every 15 minutes.

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ChatGPT

Which Dwolla customers have invoices more than 30 days overdue, and what is the total?

Querying the Dwolla data set in Coupler.io
ChatGPT queries your Dwolla data through the Coupler.io MCP connector. Access is read-only.
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How to connect Dwolla and ChatGPT

4 steps. You can preview the Dwolla data in Coupler.io before anything reaches ChatGPT.

Step 1 of 4

Connect Dwolla

Enter your Dwolla client ID and client secret. You only do this once per account.

Client ID••••••••••••
Client secret••••••••••••

Step 2 of 4

Choose what to export

Pick the Dwolla data you want in ChatGPT.

EnvironmentNot setSpecify the Dwolla API environment. Use ‘api-sandbox’ for testing or ‘api’ for production.
Start dateAny dateSpecify the start date for exporting data from Dwolla.

Step 3 of 4

Connect ChatGPT

Install the Coupler.io app in ChatGPT and sign in to Coupler.io. After the first run, ask ChatGPT about your Dwolla data in a new chat.

Data set to shareCustomersThe data view ChatGPT can read

Step 4 of 4

Set a schedule

ChatGPT sees the data as of the last run. Run it as often as every 15 minutes.

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Get the most of Dwolla to ChatGPT integration

Gather data icon

Gather data

Export data from numerous apps and sources into a single destination. Blend data from different apps to get a single source of truth.
Understand data icon

Understand data

Preview, transform, sort, and filter data for better clarity in just a few clicks in the Coupler.io interface. Take your data analytics to the next level.
Automate data icon

Automate data

Access data that is always up to date by enabling the automatic data refresh on a schedule as often as every 15 minutes and using triggered automation.
Act on data icon

Act on data

Visualize your data by quickly connecting to data visualization and BI tools. Build insightful dashboards in a breeze and make better decisions.
Dwolla to ChatGPT questions

5 data types, including Customers, Funding sources, Events, Exchange partners and Business classifications.

With your Dwolla client ID and client secret, entered once when you add the connection.

Yes. Set the start date to cover the period you need.

No. The data stays in Coupler.io, and ChatGPT queries it read-only when you ask a question. It can't edit or delete Dwolla rows.

Through the Coupler.io app in ChatGPT, or a custom GPT. Custom GPTs need ChatGPT Plus or higher.

On a schedule you choose, from monthly down to every 15 minutes, depending on your Coupler.io plan.

Yes. Add more sources to the same data flow, for example QuickBooks or Xero, and join or append them before the data reaches ChatGPT.

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