Modern Treasury

Modern Treasury simplifies complex payment operations. It is a unified platform to power products and processes that move money. - Connect to banks and payment systems - Track transactions and balances in real-time - Automate payment operations for scale

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.

from langchain.indexes import VectorstoreIndexCreator
from langchain_community.document_loaders import ModernTreasuryLoader

API Reference:

• VectorstoreIndexCreator
• ModernTreasuryLoader

The Modern Treasury API requires an organization ID and API key, which can be found in the Modern Treasury dashboard within developer settings.

This document loader also requires a resource option which defines what data you want to load.

Following resources are available:

payment_orders Documentation

expected_payments Documentation

returns Documentation

incoming_payment_details Documentation

counterparties Documentation

internal_accounts Documentation

external_accounts Documentation

transactions Documentation

ledgers Documentation

ledger_accounts Documentation

ledger_transactions Documentation

events Documentation

invoices Documentation

modern_treasury_loader = ModernTreasuryLoader("payment_orders")

# Create a vectorstore retriever from the loader
# see https://python.langchain.com/en/latest/modules/data_connection/getting_started.html for more details

index = VectorstoreIndexCreator().from_loaders([modern_treasury_loader])
modern_treasury_doc_retriever = index.vectorstore.as_retriever()