README.md

Ntropy Cookie

A financial assistant using LLMs and Ntropy transaction enrichment.

This code accompanies our blog post The new pursuit for a Mint alternative: powered by AI.

How to run

1. Copy .env.example to .env and fill in

• DISCORD_TOKEN: Secret token for your discord bot, get one and more info on how to develop Discord bots here
• DISCORD_GUILD_ID: Your discord server id
• OPENAI_API_KEY: Your OpenAI api key
• NTROPY_API_KEY: Your Ntropy API key, get one here

2. Install Poetry and run poetry install
3. Run poetry run python -m cookie.main to start the bot

Using the bot

1. Open direct message with your bot
2. Upload a csv with /hello_csv. The csv format:

   date,description,entry_type,amount,iso_currency_code,account_holder_id,account_holder_type
   2023-01-24,Transaction description,credit,123,USD,demo-ah,consumer
   ...
   

3. Use /prompt <text> for free-form questions, or one of the premade commands like /savings_opportunities
4. When you ran a command, you can also chat with the bot directly, eg. to ask it to correct itself. The context resets whenever you run a new command.
5. Use /forget to unlink your transactions, you can then use /hello_csv again as in step 2.