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
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()