langchain/docs/modules/indexes/document_loaders/examples/modern_treasury.ipynb
Davis Chase e7e29f9937
Dev2049/add modern treasury (#3924)
Modified Modern Treasury and Strip slightly so credentials don't have to
be passed in explicitly. Thanks @mattgmarcus for adding Modern Treasury!

---------

Co-authored-by: Matt Marcus <matt.g.marcus@gmail.com>
2023-05-01 20:28:02 -07:00

107 lines
3.5 KiB
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{
"cells": [
{
"cell_type": "markdown",
"metadata": {},
"source": [
"# Modern Treasury\n",
"\n",
"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."
]
},
{
"cell_type": "code",
"execution_count": 1,
"metadata": {},
"outputs": [],
"source": [
"import os\n",
"\n",
"\n",
"from langchain.document_loaders import ModernTreasuryLoader\n",
"from langchain.indexes import VectorstoreIndexCreator"
]
},
{
"cell_type": "markdown",
"metadata": {},
"source": [
"The Modern Treasury API requires an organization ID and API key, which can be found in the Modern Treasury dashboard within developer settings.\n",
"\n",
"This document loader also requires a `resource` option which defines what data you want to load.\n",
"\n",
"Following resources are available:\n",
"\n",
"`payment_orders` [Documentation](https://docs.moderntreasury.com/reference/payment-order-object)\n",
"\n",
"`expected_payments` [Documentation](https://docs.moderntreasury.com/reference/expected-payment-object)\n",
"\n",
"`returns` [Documentation](https://docs.moderntreasury.com/reference/return-object)\n",
"\n",
"`incoming_payment_details` [Documentation](https://docs.moderntreasury.com/reference/incoming-payment-detail-object)\n",
"\n",
"`counterparties` [Documentation](https://docs.moderntreasury.com/reference/counterparty-object)\n",
"\n",
"`internal_accounts` [Documentation](https://docs.moderntreasury.com/reference/internal-account-object)\n",
"\n",
"`external_accounts` [Documentation](https://docs.moderntreasury.com/reference/external-account-object)\n",
"\n",
"`transactions` [Documentation](https://docs.moderntreasury.com/reference/transaction-object)\n",
"\n",
"`ledgers` [Documentation](https://docs.moderntreasury.com/reference/ledger-object)\n",
"\n",
"`ledger_accounts` [Documentation](https://docs.moderntreasury.com/reference/ledger-account-object)\n",
"\n",
"`ledger_transactions` [Documentation](https://docs.moderntreasury.com/reference/ledger-transaction-object)\n",
"\n",
"`events` [Documentation](https://docs.moderntreasury.com/reference/events)\n",
"\n",
"`invoices` [Documentation](https://docs.moderntreasury.com/reference/invoices)\n"
]
},
{
"cell_type": "code",
"execution_count": null,
"metadata": {},
"outputs": [],
"source": [
"modern_treasury_loader = ModernTreasuryLoader(\"payment_orders\")"
]
},
{
"cell_type": "code",
"execution_count": null,
"metadata": {},
"outputs": [],
"source": [
"# Create a vectorstore retriver from the loader\n",
"# see https://python.langchain.com/en/latest/modules/indexes/getting_started.html for more details\n",
"\n",
"index = VectorstoreIndexCreator().from_loaders([modern_treasury_loader])\n",
"modern_treasury_doc_retriever = index.vectorstore.as_retriever()"
]
}
],
"metadata": {
"kernelspec": {
"display_name": "Python 3 (ipykernel)",
"language": "python",
"name": "python3"
},
"language_info": {
"codemirror_mode": {
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},
"file_extension": ".py",
"mimetype": "text/x-python",
"name": "python",
"nbconvert_exporter": "python",
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"nbformat": 4,
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}