Chat with OpenAI (ChatGPT) API on New or Updated Transaction from You Need a Budget API

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New or Updated Transaction from the You Need a Budget API

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Getting Started#

This integration creates a workflow with a You Need a Budget trigger and OpenAI (ChatGPT) action. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

Select this integration
Configure the New or Updated Transaction trigger
1. Connect your You Need a Budget account
2. Configure timer
3. Select a Budget ID
4. Optional- Configure Since Date
Configure the Chat action
1. Connect your OpenAI (ChatGPT) account
2. Select a Model
3. Configure User Message
4. Optional- Configure System Instructions
5. Optional- Configure Prior Message History
6. Optional- Configure Max Tokens
7. Optional- Configure Temperature
8. Optional- Configure Top P
9. Optional- Configure N
10. Optional- Configure Stop
11. Optional- Configure Presence Penalty
12. Optional- Configure Frequency Penalty
13. Optional- Configure User
Deploy the workflow
Send a test event to validate your setup
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#

New or Updated Transaction on You Need a Budget

Description:Emit new event for every new or updated transaction. [See the docs](https://api.youneedabudget.com/v1#/Transactions/getTransactions)

Version:0.0.2

Key:you_need_a_budget-new-or-updated-transaction

View on GitHub

You Need a Budget Overview#

The You Need a Budget (YNAB) API provides APIs to interact with YNAB users’
budgets, transactions, and more. With the YNAB API, developers have the ability
to build applications that are tailored to an individual's budget and financial
lifestyle.

Whether you're looking to create an app to assist with budgeting and tracking
expenses, generating reports, or getting a real-time view of an individual's
budget and movements, the YNAB API provides the tools to do it. The YNAB API is
easy to use, secure, and versatile.

Here are some examples of how you can use the YNAB API:

Build an application to track expenses and generate reports
Monitor the balances of multiple budgets
Generate a budget snapshot based on accounts
Create custom visualizations and analytics tools
Create notifications when specific budget values change
Automate budgeting tasks, such as transfers and payments between accounts
Create interactive dashboards and track real-time trends
Enforce budgeting rules, such as threshold limits or budget goal tracking

Trigger Code#

import common from "../common/common.mjs";

export default {
  ...common,
  key: "you_need_a_budget-new-or-updated-transaction",
  name: "New or Updated Transaction",
  description: "Emit new event for every new or updated transaction. [See the docs](https://api.youneedabudget.com/v1#/Transactions/getTransactions)",
  version: "0.0.2",
  type: "source",
  props: {
    ...common.props,
    budgetId: {
      propDefinition: [
        common.props.app,
        "budgetId",
      ],
      withLabel: true,
    },
    sinceDate: {
      propDefinition: [
        common.props.app,
        "date",
      ],
      label: "Since Date",
      optional: true,
    },
  },
  methods: {
    ...common.methods,
    generateMeta(event, isUpdate = false) {
      const {
        id,
        date,
        amount,
      } = event;
      const spent = this.app.convertFromMilliunit(amount);
      const ts = Date.parse(date);
      const summary = isUpdate
        ? `Updated transaction in ${this.budgetId.label}: ${spent}`
        : `New transaction in ${this.budgetId.label}: ${spent}`;
      return {
        id,
        summary,
        ts,
      };
    },
  },
  async run() {
    const lastKnowledgeOfServer = this.getLastKnowledgeOfServer();
    const emittedTransactions = this.getEmittedTransactions();

    const {
      server_knowledge: serverKnowledge,
      transactions = [],
    } = await this.app.getTransactions({
      budgetId: this.budgetId.value,
      sinceDate: this.sinceDate || undefined,
      lastKnowledgeOfServer,
    });

    this.setLastKnowledgeOfServer(serverKnowledge);

    for (const transaction of transactions) {
      let isUpdate;
      if (emittedTransactions[transaction.id]) {
        isUpdate = true;
      } else {
        emittedTransactions[transaction.id] = true;
      }
      const meta = this.generateMeta(transaction, isUpdate);
      this.$emit(transaction, meta);
    }

    this.setEmittedTransactions(emittedTransactions);
  },
};

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.

Label	Prop	Type	Description
You Need a Budget	`app`	`app`	This component uses the You Need a Budget app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
	`timer`	`$.interface.timer`
Budget ID	`budgetId`	`string`	Select a value from the drop down menu.
Since Date	`sinceDate`	`string`	E.g. `2021-11-29`

Trigger Authentication#

You Need a Budget uses OAuth authentication. When you connect your You Need a Budget account, Pipedream will open a popup window where you can sign into You Need a Budget and grant Pipedream permission to connect to your account. Pipedream securely stores and automatically refreshes the OAuth tokens so you can easily authenticate any You Need a Budget API.

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

About You Need a Budget#

Money doesn’t have to be messy. The YNAB budgeting app and its simple four-rule method will help you organize your finances, demolish your debt, save piles of cash, and reach your financial goals faster.

Action#

Chat on OpenAI (ChatGPT)

Description:The Chat API, using the `gpt-3.5-turbo` or `gpt-4` model. [See docs here](https://platform.openai.com/docs/api-reference/chat)

Version:0.1.2

Key:openai-chat

View on GitHub

OpenAI (ChatGPT) Overview#

The OpenAI API is a powerful tool that provides access to a range of
high-powered machine learning models. With the OpenAI API, developers can
create products, services, and tools that enable humanizing AI experiences, and
build applications that extend the power of human language.

Using the OpenAI API, developers can create language-driven applications such
as:

Natural language understanding and sentiment analysis
Text-based search
Question answering
Dialogue systems and conversation agents
Intelligent text completion
Text summarization
Text classification
Machine translation
Language generation
Multi-factor authentication
Anomaly detection
Text analysis

Action Code#

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

export default {
  ...common,
  name: "Chat",
  version: "0.1.2",
  key: "openai-chat",
  description: "The Chat API, using the `gpt-3.5-turbo` or `gpt-4` model. [See docs here](https://platform.openai.com/docs/api-reference/chat)",
  type: "action",
  props: {
    openai,
    modelId: {
      propDefinition: [
        openai,
        "chatCompletionModelId",
      ],
    },
    userMessage: {
      label: "User Message",
      type: "string",
      description: "The user messages provide instructions to the assistant. They can be generated by the end users of an application, or set by a developer as an instruction.",
    },
    systemInstructions: {
      label: "System Instructions",
      type: "string",
      description: "The system message helps set the behavior of the assistant. For example: \"You are a helpful assistant.\" [See these docs](https://platform.openai.com/docs/guides/chat/instructing-chat-models) for tips on writing good instructions.",
      optional: true,
    },
    messages: {
      label: "Prior Message History",
      type: "string[]",
      description: "_Advanced_. Because [the models have no memory of past chat requests](https://platform.openai.com/docs/guides/chat/introduction), all relevant information must be supplied via the conversation. You can provide [an array of messages](https://platform.openai.com/docs/guides/chat/introduction) from prior conversations here. If this param is set, the action ignores the values passed to **System Instructions** and **Assistant Response**, appends the new **User Message** to the end of this array, and sends it to the API.",
      optional: true,
    },
    ...common.props,
  },
  async run({ $ }) {
    const args = this._getChatArgs();
    const response = await this.openai.createChatCompletion({
      $,
      args,
    });

    if (response) {
      $.export("$summary", `Successfully sent chat with id ${response.id}`);
    }

    const { messages } = args;
    return {
      original_messages: messages,
      original_messages_with_assistant_response: messages.concat(response.choices[0]?.message),
      ...response,
    };
  },
};

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.

Label	Prop	Type	Description
OpenAI (ChatGPT)	`openai`	`app`	This component uses the OpenAI (ChatGPT) app.
Model	`modelId`	`string`	Select a value from the drop down menu.
User Message	`userMessage`	`string`	The user messages provide instructions to the assistant. They can be generated by the end users of an application, or set by a developer as an instruction.
System Instructions	`systemInstructions`	`string`	The system message helps set the behavior of the assistant. For example: "You are a helpful assistant." See these docs for tips on writing good instructions.
Prior Message History	`messages`	`string[]`	Advanced. Because the models have no memory of past chat requests, all relevant information must be supplied via the conversation. You can provide an array of messages from prior conversations here. If this param is set, the action ignores the values passed to System Instructions and Assistant Response, appends the new User Message to the end of this array, and sends it to the API.
Max Tokens	`maxTokens`	`integer`	The maximum number of tokens to generate in the completion.
Temperature	`temperature`	`string`	Optional. What sampling temperature to use. Higher values means the model will take more risks. Try 0.9 for more creative applications, and 0 (argmax sampling) for ones with a well-defined answer.
Top P	`topP`	`string`	An alternative to sampling with temperature, called nucleus sampling, where the model considers the results of the tokens with top_p probability mass. So 0.1 means only the tokens comprising the top 10% probability mass are considered. We generally recommend altering this or `temperature` but not both.
N	`n`	`integer`	How many completions to generate for each prompt
Stop	`stop`	`string[]`	Up to 4 sequences where the API will stop generating further tokens. The returned text will not contain the stop sequence.
Presence Penalty	`presencePenalty`	`string`	Number between -2.0 and 2.0. Positive values penalize new tokens based on whether they appear in the text so far, increasing the model's likelihood to talk about new topics.
Frequency Penalty	`frequencyPenalty`	`string`	Number between -2.0 and 2.0. Positive values penalize new tokens based on their existing frequency in the text so far, decreasing the model's likelihood to repeat the same line verbatim.
User	`user`	`string`	A unique identifier representing your end-user, which can help OpenAI to monitor and detect abuse. Learn more here.

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.

Create a new API key and enter it below.

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 apps like ChatGPT and DALL·E 2.

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Pipedream makes it easy to connect APIs for OpenAI (ChatGPT), You Need a Budget and 1200+ other apps remarkably fast.

Trusted by 500,000+ developers from startups to Fortune 500 companies

Developers ♥ Pipedream

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