← GoCardless Bank Account Data (formerly Nordigen) + OpenAI (ChatGPT) integrations

Chat with Assistant with OpenAI (ChatGPT) API on New Transaction from GoCardless Bank Account Data (formerly Nordigen) API

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New Transaction from the GoCardless Bank Account Data (formerly Nordigen) API
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Chat with Assistant with the OpenAI (ChatGPT) API
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Getting Started

This integration creates a workflow with a GoCardless Bank Account Data (formerly Nordigen) trigger and OpenAI (ChatGPT) action. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

  1. Select this integration
  2. Configure the New Transaction trigger
    1. Connect your GoCardless Bank Account Data (formerly Nordigen) account
    2. Configure Timer
    3. Select a Requisition Id
    4. Select a AccountId
  3. Configure the Chat with Assistant action
    1. Connect your OpenAI (ChatGPT) account
    2. Configure alert
    3. Configure Message
    4. Optional- Select a Assistant
    5. Optional- Configure Name
    6. Optional- Configure Instructions
    7. Optional- Select a Model
    8. Optional- Configure Thread ID
    9. Optional- Select one or more Tool Types
  4. Deploy the workflow
  5. Send a test event to validate your setup
  6. Turn on the trigger

Details

This integration uses pre-built, source-available components from Pipedream's GitHub repo. These components are developed by Pipedream and the community, and verified and maintained by Pipedream.

To contribute an update to an existing component or create a new component, create a PR on GitHub. If you're new to Pipedream component development, you can start with quickstarts for trigger span and action development, and then review the component API reference.

Trigger

Description:Emit new event when a transaction occurs
Version:1.0.0
Key:nordigen-new-transaction

GoCardless Bank Account Data (formerly Nordigen) Overview

The GoCardless Bank Account Data API furnishes you with the ability to access enriched banking data, enabling the creation of financial insights and streamlining customer verification processes. By integrating this API with Pipedream, you can automate various tasks involving bank account transactions and customer data analysis. For instance, you might set up workflows to monitor transactions for accounting purposes, verify customer account details for KYC compliance, or aggregate financial data to provide personalized financial advice.

Trigger Code

import nordigen from "../../nordigen.app.mjs";
import { DEFAULT_POLLING_SOURCE_TIMER_INTERVAL } from "@pipedream/platform";

export default {
  key: "nordigen-new-transaction",
  name: "New Transaction",
  description: "Emit new event when a transaction occurs",
  version: "1.0.0",
  type: "source",
  dedupe: "unique",
  props: {
    db: "$.service.db",
    nordigen,
    timer: {
      type: "$.interface.timer",
      label: "Timer",
      description: "When should the source check for a new event",
      default: {
        intervalSeconds: DEFAULT_POLLING_SOURCE_TIMER_INTERVAL,
      },
    },
    requisitionId: {
      propDefinition: [
        nordigen,
        "requisitionId",
      ],
    },
    accountId: {
      propDefinition: [
        nordigen,
        "accountId",
        (c) => ({
          requisitionId: c.requisitionId,
        }),
      ],
    },
  },
  methods: {
    _getLastTransactionDate() {
      return this.db.get("lastTransactionDate");
    },
    _setLastTransactionDate(lastTransactionDate) {
      this.db.set("lastTransactionDate", lastTransactionDate);
    },
  },
  async run() {
    let lastTransactionDate = this._getLastTransactionDate();
    const args = lastTransactionDate
      ? {
        params: {
          date_from: lastTransactionDate,
        },
      }
      : {};
    const transactions = await this.nordigen.listTransactions(this.accountId, args);

    transactions.forEach((transaction) => {
      if (!lastTransactionDate
        || Date.parse(transaction.bookingDate) > Date.parse(lastTransactionDate)) {
        lastTransactionDate = transaction.bookingDate;
      }
      this.$emit(transaction, {
        summary: `${transaction.transactionAmount.amount} ${transaction.transactionAmount.currency} - ${transaction.valueDate}`,
        id: transaction.transactionId,
        ts: new Date(),
      });
    });

    this._setLastTransactionDate(lastTransactionDate);
  },
};

Trigger Configuration

This component may be configured based on the props defined in the component code. Pipedream automatically prompts for input values in the UI and CLI.
LabelPropTypeDescription
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
GoCardless Bank Account Data (formerly Nordigen)nordigenappThis component uses the GoCardless Bank Account Data (formerly Nordigen) app.
Timertimer$.interface.timer

When should the source check for a new event

Requisition IdrequisitionIdstringSelect a value from the drop down menu.
AccountIdaccountIdstringSelect a value from the drop down menu.

Trigger Authentication

GoCardless Bank Account Data (formerly Nordigen) uses OAuth authentication. When you connect your GoCardless Bank Account Data (formerly Nordigen) account, Pipedream will open a popup window where you can sign into GoCardless Bank Account Data (formerly Nordigen) and grant Pipedream permission to connect to your account. Pipedream securely stores and automatically refreshes the OAuth tokens so you can easily authenticate any GoCardless Bank Account Data (formerly Nordigen) API.

Pipedream requests the following authorization scopes when you connect your account:

About GoCardless Bank Account Data (formerly Nordigen)

The Nordigen product has now been relaunched as GoCardless Bank Account Data.

Action

Description:Sends a message and generates a response, storing the message history for a continuous conversation. [See the documentation](https://platform.openai.com/docs/api-reference/runs/createThreadAndRun)
Version:0.0.13
Key:openai-chat-with-assistant

OpenAI (ChatGPT) Overview

OpenAI provides a suite of powerful AI models through its API, enabling developers to integrate advanced natural language processing and generative capabilities into their applications. Here’s an overview of the services offered by OpenAI's API:

Use Python or Node.js code to make fully authenticated API requests with your OpenAI account:

Action Code

import openai from "../../openai.app.mjs";
import common from "../common/common-assistants.mjs";

export default {
  ...common,
  key: "openai-chat-with-assistant",
  name: "Chat with Assistant",
  description: "Sends a message and generates a response, storing the message history for a continuous conversation. [See the documentation](https://platform.openai.com/docs/api-reference/runs/createThreadAndRun)",
  version: "0.0.13",
  annotations: {
    destructiveHint: false,
    openWorldHint: true,
    readOnlyHint: false,
  },
  type: "action",
  props: {
    openai,
    alert: {
      type: "alert",
      alertType: "info",
      content: "Looking to chat with your tools? Check out our individual actions: [Chat using Web Search](https://pipedream.com/apps/openai/actions/chat-using-web-search), [Chat using File Search](https://pipedream.com/apps/openai/actions/chat-using-file-search), and [Chat using Functions](https://pipedream.com/apps/openai/actions/chat-using-functions).",
    },
    message: {
      type: "string",
      label: "Message",
      description: "The message to send",
    },
    assistantId: {
      propDefinition: [
        openai,
        "assistant",
      ],
      description: "The assistant to use. Leave blank to create a new assistant",
      optional: true,
    },
    name: {
      propDefinition: [
        openai,
        "name",
      ],
    },
    instructions: {
      propDefinition: [
        openai,
        "instructions",
      ],
    },
    model: {
      propDefinition: [
        openai,
        "assistantModel",
      ],
      optional: true,
      default: "gpt-3.5-turbo",
    },
    threadId: {
      propDefinition: [
        openai,
        "threadId",
      ],
      description: "The unique identifier for the thread. Example: `thread_abc123`. Leave blank to create a new thread. To locate the thread ID, make sure your OpenAI Threads setting (Settings -> Organization/Personal -> General -> Features and capabilities -> Threads) is set to \"Visible to organization owners\" or \"Visible to everyone\". You can then access the list of threads and click on individual threads to reveal their IDs",
      optional: true,
    },
    ...common.props,
  },
  async run({ $ }) {
    // create assistant if not provided
    let assistantId = this.assistantId;
    if (!assistantId) {
      const { id: newAssistantId } = await this.openai.createAssistant({
        $,
        data: {
          model: this.model,
          name: this.name,
          instructions: this.instructions,
          tools: this.buildTools(),
          tool_resources: this.buildToolResources(),
        },
      });
      assistantId = newAssistantId;
    }

    // create and run thread if no thread is provided
    let threadId = this.threadId;
    let run;
    if (!threadId) {
      run = await this.openai.createThreadAndRun({
        $,
        data: {
          assistant_id: assistantId,
          thread: {
            messages: [
              {
                role: "user",
                content: this.message,
              },
            ],
          },
          model: this.model,
          instructions: this.instructions,
          tools: this.buildTools(),
          tool_resources: this.buildToolResources(),
        },
      });
      threadId = run.thread_id;
    } else {
      // create run for thread if threadId is provided
      run = await this.openai.createRun({
        $,
        threadId: this.threadId,
        data: {
          assistant_id: assistantId,
          model: this.model,
          instructions: this.instructions,
          tools: this.buildTools(),
          tool_resources: this.buildToolResources(),
          additional_messages: [
            {
              role: "user",
              content: this.message,
            },
          ],
        },
      });
    }
    const runId = run.id;

    run = await this.pollRunUntilCompleted(run, threadId, runId, $);

    // get response;
    const { data: messages } = await this.openai.listMessages({
      $,
      threadId,
      params: {
        order: "desc",
      },
    });
    const response = messages[0].content[0].text.value;
    return {
      response,
      messages,
      run,
    };
  },
};

Action Configuration

This component may be configured based on the props defined in the component code. Pipedream automatically prompts for input values in the UI.

LabelPropTypeDescription
OpenAI (ChatGPT)openaiappThis component uses the OpenAI (ChatGPT) app.
Messagemessagestring

The message to send

AssistantassistantIdstringSelect a value from the drop down menu.
Namenamestring

The name of the assistant.

Instructionsinstructionsstring

The system instructions that the assistant uses.

ModelmodelstringSelect a value from the drop down menu.
Thread IDthreadIdstring

The unique identifier for the thread. Example: thread_abc123. Leave blank to create a new thread. To locate the thread ID, make sure your OpenAI Threads setting (Settings -> Organization/Personal -> General -> Features and capabilities -> Threads) is set to "Visible to organization owners" or "Visible to everyone". You can then access the list of threads and click on individual threads to reveal their IDs

Tool TypestoolTypesstring[]Select a value from the drop down menu:code_interpreterfile_searchfunction

Action Authentication

OpenAI (ChatGPT) uses API keys for authentication. When you connect your OpenAI (ChatGPT) account, Pipedream securely stores the keys so you can easily authenticate to OpenAI (ChatGPT) APIs in both code and no-code steps.

About OpenAI (ChatGPT)

OpenAI is an AI research and deployment company with the mission to ensure that artificial general intelligence benefits all of humanity. They are the makers of popular models like ChatGPT, DALL-E, and Whisper.

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