mirror of
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114 lines
3.8 KiB
Plaintext
114 lines
3.8 KiB
Plaintext
{
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"cells": [
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{
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"attachments": {},
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"cell_type": "markdown",
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"metadata": {},
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"source": [
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"# Modern Treasury\n",
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"\n",
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">[Modern Treasury](https://www.moderntreasury.com/) simplifies complex payment operations. It is a unified platform to power products and processes that move money.\n",
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">- Connect to banks and payment systems\n",
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">- Track transactions and balances in real-time\n",
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">- Automate payment operations for scale\n",
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"\n",
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"This notebook covers how to load data from the `Modern Treasury REST API` into a format that can be ingested into LangChain, along with example usage for vectorization."
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]
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},
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{
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"cell_type": "code",
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"execution_count": 1,
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"metadata": {},
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"outputs": [],
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"source": [
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"import os\n",
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"\n",
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"\n",
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"from langchain.document_loaders import ModernTreasuryLoader\n",
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"from langchain.indexes import VectorstoreIndexCreator"
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]
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},
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{
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"attachments": {},
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"cell_type": "markdown",
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"metadata": {},
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"source": [
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"The Modern Treasury API requires an organization ID and API key, which can be found in the Modern Treasury dashboard within developer settings.\n",
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"\n",
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"This document loader also requires a `resource` option which defines what data you want to load.\n",
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"\n",
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"Following resources are available:\n",
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"\n",
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"`payment_orders` [Documentation](https://docs.moderntreasury.com/reference/payment-order-object)\n",
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"\n",
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"`expected_payments` [Documentation](https://docs.moderntreasury.com/reference/expected-payment-object)\n",
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"\n",
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"`returns` [Documentation](https://docs.moderntreasury.com/reference/return-object)\n",
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"\n",
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"`incoming_payment_details` [Documentation](https://docs.moderntreasury.com/reference/incoming-payment-detail-object)\n",
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"\n",
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"`counterparties` [Documentation](https://docs.moderntreasury.com/reference/counterparty-object)\n",
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"\n",
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"`internal_accounts` [Documentation](https://docs.moderntreasury.com/reference/internal-account-object)\n",
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"\n",
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"`external_accounts` [Documentation](https://docs.moderntreasury.com/reference/external-account-object)\n",
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"\n",
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"`transactions` [Documentation](https://docs.moderntreasury.com/reference/transaction-object)\n",
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"\n",
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"`ledgers` [Documentation](https://docs.moderntreasury.com/reference/ledger-object)\n",
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"\n",
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"`ledger_accounts` [Documentation](https://docs.moderntreasury.com/reference/ledger-account-object)\n",
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"\n",
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"`ledger_transactions` [Documentation](https://docs.moderntreasury.com/reference/ledger-transaction-object)\n",
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"\n",
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"`events` [Documentation](https://docs.moderntreasury.com/reference/events)\n",
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"\n",
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"`invoices` [Documentation](https://docs.moderntreasury.com/reference/invoices)\n"
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]
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},
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{
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"cell_type": "code",
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"execution_count": null,
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"metadata": {},
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"outputs": [],
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"source": [
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"modern_treasury_loader = ModernTreasuryLoader(\"payment_orders\")"
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]
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},
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{
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"cell_type": "code",
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"execution_count": null,
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"metadata": {},
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"outputs": [],
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"source": [
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"# Create a vectorstore retriever from the loader\n",
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"# see https://python.langchain.com/en/latest/modules/data_connection/getting_started.html for more details\n",
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"\n",
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"index = VectorstoreIndexCreator().from_loaders([modern_treasury_loader])\n",
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"modern_treasury_doc_retriever = index.vectorstore.as_retriever()"
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]
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}
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],
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"metadata": {
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"kernelspec": {
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"display_name": "Python 3 (ipykernel)",
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"language": "python",
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"name": "python3"
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},
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"language_info": {
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"codemirror_mode": {
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"name": "ipython",
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"version": 3
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},
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"file_extension": ".py",
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"mimetype": "text/x-python",
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"name": "python",
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"nbconvert_exporter": "python",
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"pygments_lexer": "ipython3",
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"version": "3.10.6"
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}
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},
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"nbformat": 4,
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"nbformat_minor": 4
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}
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