Zain Ali This workflow corresponds to n8n.io template #7197 — we link there as the canonical source.
This workflow follows the Agent → Chat Trigger recipe pattern — see all workflows that pair these two integrations.
The workflow JSON
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{
"id": "okpWKYL7NWpYys9Q",
"name": "Financial Analyst Agent",
"tags": [],
"nodes": [
{
"id": "9d80bab4-d014-4e2c-9f9c-15cb29f49545",
"name": "AI Agent",
"type": "@n8n/n8n-nodes-langchain.agent",
"position": [
416,
192
],
"parameters": {},
"typeVersion": 2.1
},
{
"id": "f3cd7b4d-0e89-403f-b505-4f9fdce05f30",
"name": "P_L_Reports",
"type": "n8n-nodes-base.postgresTool",
"position": [
608,
400
],
"parameters": {},
"typeVersion": 2.6
},
{
"id": "09825591-c77e-4635-a635-282a3cc0d98c",
"name": "Balance_Sheets",
"type": "n8n-nodes-base.postgresTool",
"position": [
752,
400
],
"parameters": {},
"typeVersion": 2.6
},
{
"id": "7da3e4a5-0861-493e-a427-9cecf010de3d",
"name": "Simple Memory",
"type": "@n8n/n8n-nodes-langchain.memoryBufferWindow",
"position": [
480,
400
],
"parameters": {},
"typeVersion": 1.3
},
{
"id": "d6e2fec8-9910-496f-a630-113ee0e94eb2",
"name": "OpenAI Chat Model",
"type": "@n8n/n8n-nodes-langchain.lmChatOpenAi",
"position": [
336,
400
],
"parameters": {},
"typeVersion": 1.2
},
{
"id": "ee289e2e-716f-49b5-aaf0-80737e1692bc",
"name": "Sticky Note",
"type": "n8n-nodes-base.stickyNote",
"position": [
-16,
-32
],
"parameters": {
"content": ""
},
"typeVersion": 1
},
{
"id": "4da765c4-d0b7-46dd-b197-d0179bdf1c92",
"name": "When chat message received",
"type": "@n8n/n8n-nodes-langchain.chatTrigger",
"position": [
176,
192
],
"parameters": {},
"typeVersion": 1.3
}
],
"active": false,
"settings": {
"executionOrder": "v1"
},
"versionId": "8783b3c8-e1bb-4505-8de7-50dfa925535f",
"connections": {
"AI Agent": {
"main": [
[]
]
},
"P_L_Reports": {
"ai_tool": [
[
{
"node": "AI Agent",
"type": "ai_tool",
"index": 0
}
]
]
},
"Simple Memory": {
"ai_memory": [
[
{
"node": "AI Agent",
"type": "ai_memory",
"index": 0
}
]
]
},
"Balance_Sheets": {
"ai_tool": [
[
{
"node": "AI Agent",
"type": "ai_tool",
"index": 0
}
]
]
},
"OpenAI Chat Model": {
"ai_languageModel": [
[
{
"node": "AI Agent",
"type": "ai_languageModel",
"index": 0
}
]
]
},
"When chat message received": {
"main": [
[
{
"node": "AI Agent",
"type": "main",
"index": 0
}
]
]
}
}
}
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About this workflow
This workflow is designed for finance teams, accountants, and data analysts 📊 who want to interact with financial data from two PostgreSQL databases — one containing Profit & Loss data and another containing Balance Sheet data — using natural language chat. It’s perfect for…
Source: https://n8n.io/workflows/7197/ — original creator credit. Request a take-down →
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