Extend AI Toolkit MCP Server

{ "cells": [ { "cell_type": "code", "execution_count": 1, "metadata": {}, "outputs": [], "source": [ "import os\n", "import asyncio\n", "from dotenv import load_dotenv\n", "\n", "from langchain_openai import ChatOpenAI\n", "from langgraph.prebuilt import create_react_agent\n", "from langchain_core.messages import SystemMessage, AIMessage, HumanMessage\n", "\n", "from extend_ai_toolkit.langchain.toolkit import ExtendLangChainToolkit\n", "from extend_ai_toolkit.shared import Configuration, Scope, Product, Actions\n", "\n", "from IPython.display import display, clear_output\n", "import ipywidgets as widgets\n", "\n", "import nest_asyncio\n", "nest_asyncio.apply()" ] }, { "cell_type": "code", "execution_count": 2, "metadata": {}, "outputs": [], "source": [ "# Load environment variables\n", "load_dotenv()\n", "\n", "# Get required environment variables\n", "api_key = os.environ.get(\"EXTEND_API_KEY\")\n", "api_secret = os.environ.get(\"EXTEND_API_SECRET\")\n", "\n", "# Validate environment variables\n", "if not all([api_key, api_secret]):\n", " raise ValueError(\"Missing required environment variables. Please set EXTEND_API_KEY and EXTEND_API_SECRET\")" ] }, { "cell_type": "code", "execution_count": 3, "metadata": {}, "outputs": [], "source": [ "llm = ChatOpenAI(\n", " model=\"gpt-4o\",\n", ")\n", "\n", "extend_langchain_toolkit = ExtendLangChainToolkit.default_instance(\n", " api_key,\n", " api_secret,\n", " Configuration(\n", " scope=[\n", " Scope(Product.VIRTUAL_CARDS, actions=Actions(read=True,update=True)),\n", " Scope(Product.CREDIT_CARDS, actions=Actions(read=True)),\n", " Scope(Product.TRANSACTIONS, actions=Actions(read=True,update=True)),\n", " Scope(Product.EXPENSE_CATEGORIES, actions=Actions(read=True)),\n", " Scope(Product.RECEIPT_ATTACHMENTS, actions=Actions(read=True)),\n", " ]\n", " )\n", ")\n", "\n", "tools = []\n", "tools.extend(extend_langchain_toolkit.get_tools())\n", "\n", "# Create the react agent\n", "langgraph_agent_executor = create_react_agent(\n", " llm,\n", " tools\n", ")" ] }, { "cell_type": "code", "execution_count": 8, "metadata": {}, "outputs": [], "source": [ "async def chat_with_agent():\n", " print(\"\\nWelcome to the Extend AI Assistant!\")\n", " print(\"I'll send a sequence of predefined messages to the agent and show the responses.\\n\")\n", " \n", " # Define the messages to send\n", " messages = [\n", " \"please show me transactions from feb 2025 from langchain inc\",\n", " \"please tell me about my expense categories and labels\",\n", " \"please tell me which transactions from feb 2025 are missing receipts\" ]\n", " \n", " # Send each message and print the response\n", " for i, user_input in enumerate(messages, 1):\n", " print(f\"\\n--- Message {i}: {user_input} ---\")\n", " print(\"Assistant: \", end=\"\", flush=True)\n", " \n", " # Process the query\n", " result = await langgraph_agent_executor.ainvoke({\n", " \"input\": user_input,\n", " \"messages\": [\n", " SystemMessage(content=\"You are a helpful assistant that can interact with the Extend API to manage virtual cards, credit cards, and transactions.\"),\n", " HumanMessage(content=user_input)\n", " ]\n", " })\n", " \n", " # Extract and print the assistant's message\n", " for message in result.get('messages', []):\n", " if isinstance(message, AIMessage):\n", " print(message.content)\n", " \n", " # Add a separator between messages\n", " print(\"\\n\" + \"-\" * 50)\n", " \n", " print(\"\\nAll messages have been processed.\")" ] }, { "cell_type": "code", "execution_count": 9, "metadata": {}, "outputs": [ { "name": "stdout", "output_type": "stream", "text": [ "\n", "Welcome to the Extend AI Assistant!\n", "I'll send a sequence of predefined messages to the agent and show the responses.\n", "\n", "\n", "--- Message 1: please show me transactions from feb 2025 from langchain inc ---\n", "Assistant: \n", "Here are the transactions from February 2025 with Langchain Inc.:\n", "\n", "1. **Transaction ID:** txn_2ahU0UDCn6e7CwnjKEMP24\n", " - **Amount:** $39.00\n", " - **Status:** CLEARED\n", " - **Cardholder Name:** Jonathan Bailey\n", " - **Recipient Name:** Jonathan Bailey\n", " - **Merchant:** LANGCHAIN, INC.\n", " - **Merchant Category Code (MCC):** Computer Software Stores\n", " - **Review Status:** PENDING_REVIEW\n", " - **Receipt Required:** No\n", " - **Receipt Attachments Count:** 0\n", " - **Synced to ERP:** No\n", "\n", "2. **Transaction ID:** txn_2mxwPYd582B9TtzQlI7Sd9\n", " - **Amount:** $39.00\n", " - **Status:** CLEARED\n", " - **Cardholder Name:** Jonathan Bailey\n", " - **Recipient Name:** Jonathan Bailey\n", " - **Merchant:** LANGCHAIN, INC.\n", " - **Merchant Category Code (MCC):** Computer Software Stores\n", " - **Review Status:** PENDING_REVIEW\n", " - **Receipt Required:** No\n", " - **Receipt Attachments Count:** 0\n", " - **Synced to ERP:** No\n", "\n", "3. **Transaction ID:** txn_3xEnXq2v3x15nPY4gQj4uN\n", " - **Amount:** $34.36\n", " - **Status:** CLEARED\n", " - **Cardholder Name:** Jonathan Bailey\n", " - **Recipient Name:** Jonathan Bailey\n", " - **Merchant:** LANGCHAIN, INC.\n", " - **Merchant Category Code (MCC):** Computer Software Stores\n", " - **Review Status:** PENDING_REVIEW\n", " - **Receipt Required:** No\n", " - **Receipt Attachments Count:** 0\n", " - **Synced to ERP:** No\n", "\n", "If you need more information on any of these transactions or further assistance, please let me know!\n", "\n", "--------------------------------------------------\n", "\n", "--- Message 2: please tell me about my expense categories and labels ---\n", "Assistant: \n", "\n", "Here are your active expense categories and their associated labels:\n", "\n", "### 1. Dues & Subscriptions\n", "- **Labels:**\n", " - **Cloud Hosting Platforms** (Code: Cloud)\n", " - **Software subscriptions** (Code: Software)\n", "\n", "### 2. Meals & Entertainment\n", "- **Labels:**\n", " - **Clients Meals** (Code: Clients)\n", " - **Staff Meals** (Code: Staff)\n", "\n", "These categories and labels help organize your expenses effectively. Let me know if you need more information or assistance!\n", "\n", "--------------------------------------------------\n", "\n", "--- Message 3: please tell me which transactions are missing receipts ---\n", "Assistant: \n", "There are no transactions currently missing receipts. If you have any other questions or need further assistance, feel free to ask!\n", "\n", "--------------------------------------------------\n", "\n", "All messages have been processed.\n" ] } ], "source": [ "await chat_with_agent()" ] } ], "metadata": { "kernelspec": { "display_name": "venv", "language": "python", "name": "python3" }, "language_info": { "codemirror_mode": { "name": "ipython", "version": 3 }, "file_extension": ".py", "mimetype": "text/x-python", "name": "python", "nbconvert_exporter": "python", "pygments_lexer": "ipython3", "version": "3.13.1" } }, "nbformat": 4, "nbformat_minor": 2 }