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Financial AI Agent Telegram and Whatsapp

Original n8n title: 💰 Financial AI Agent Telegram and Whatsapp

ByBruno Dias @brunodias on n8n.io

Hi! I'm Bruno, and I'm here to help you automate your finances intelligently. This workflow has been carefully developed to transform the way you manage your money, using the power of artificial intelligence and the flexibility of n8n. With a focus on usability and innovation,…

Chat trigger trigger★★★☆☆ complexityAI-powered9 nodesAgentOpenAI ChatMemory Postgres ChatTool WorkflowChat TriggerTelegram TriggerTelegram
AI & RAG Trigger: Chat trigger Nodes: 9 Complexity: ★★★☆☆ AI nodes: yes Added:

This workflow corresponds to n8n.io template #5259 — 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

Copy or download the full n8n JSON below. Paste it into a new n8n workflow, add your credentials, activate. Full import guide →

Download .json
{
  "id": "Ot2eAIwN4WcEfK27",
  "meta": {
    "templateCredsSetupCompleted": true
  },
  "name": "Financial Dev | AI Agent",
  "tags": [],
  "nodes": [
    {
      "id": "b0090b4f-554b-4e5c-9108-47d32628e200",
      "name": "AI Agent",
      "type": "@n8n/n8n-nodes-langchain.agent",
      "position": [
        220,
        0
      ],
      "parameters": {},
      "typeVersion": 1.9
    },
    {
      "id": "bf0b782d-d2db-4c0d-8c13-0d93b2607cd4",
      "name": "OpenAI Chat Model",
      "type": "@n8n/n8n-nodes-langchain.lmChatOpenAi",
      "position": [
        100,
        220
      ],
      "parameters": {},
      "typeVersion": 1.2
    },
    {
      "id": "6ed1e80a-41ba-4b7e-8db2-2929585b4167",
      "name": "Postgres Chat Memory",
      "type": "@n8n/n8n-nodes-langchain.memoryPostgresChat",
      "position": [
        260,
        220
      ],
      "parameters": {},
      "typeVersion": 1.3
    },
    {
      "id": "0e7a40c9-93fd-41ec-9711-5f3ca6d076ca",
      "name": "Register Transaction",
      "type": "@n8n/n8n-nodes-langchain.toolWorkflow",
      "position": [
        420,
        220
      ],
      "parameters": {},
      "typeVersion": 2.2
    },
    {
      "id": "da9d4d5a-bc6e-4261-bf71-edcd4089fa30",
      "name": "Chat",
      "type": "@n8n/n8n-nodes-langchain.chatTrigger",
      "position": [
        -240,
        -180
      ],
      "parameters": {},
      "typeVersion": 1.1
    },
    {
      "id": "b46d755d-7e34-4148-a8cf-7000bdb3dd9f",
      "name": "Telegram Trigger",
      "type": "n8n-nodes-base.telegramTrigger",
      "position": [
        -240,
        0
      ],
      "parameters": {},
      "typeVersion": 1.2
    },
    {
      "id": "491fef07-5982-415c-91e0-2fec78c18f80",
      "name": "Normalize",
      "type": "n8n-nodes-base.set",
      "position": [
        -20,
        0
      ],
      "parameters": {},
      "typeVersion": 3.4
    },
    {
      "id": "3a129ebf-34f4-4887-8949-8ca2b834c529",
      "name": "Telegram",
      "type": "n8n-nodes-base.telegram",
      "position": [
        580,
        0
      ],
      "parameters": {},
      "typeVersion": 1.2
    },
    {
      "id": "e5929da6-17bd-4602-b90e-60b7d78cd228",
      "name": "Balance report",
      "type": "@n8n/n8n-nodes-langchain.toolWorkflow",
      "position": [
        580,
        220
      ],
      "parameters": {},
      "typeVersion": 2.2
    }
  ],
  "active": true,
  "settings": {
    "callerPolicy": "workflowsFromSameOwner",
    "executionOrder": "v1",
    "executionTimeout": 3600,
    "saveDataSuccessExecution": "all"
  },
  "versionId": "64058215-7a86-483c-855d-8e7fdf66d940",
  "connections": {
    "Chat": {
      "main": [
        []
      ]
    },
    "AI Agent": {
      "main": [
        [
          {
            "node": "Telegram",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Normalize": {
      "main": [
        [
          {
            "node": "AI Agent",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Balance report": {
      "ai_tool": [
        [
          {
            "node": "AI Agent",
            "type": "ai_tool",
            "index": 0
          }
        ]
      ]
    },
    "Telegram Trigger": {
      "main": [
        [
          {
            "node": "Normalize",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "OpenAI Chat Model": {
      "ai_languageModel": [
        [
          {
            "node": "AI Agent",
            "type": "ai_languageModel",
            "index": 0
          }
        ]
      ]
    },
    "Postgres Chat Memory": {
      "ai_memory": [
        [
          {
            "node": "AI Agent",
            "type": "ai_memory",
            "index": 0
          }
        ]
      ]
    },
    "Register Transaction": {
      "ai_tool": [
        [
          {
            "node": "AI Agent",
            "type": "ai_tool",
            "index": 0
          }
        ]
      ]
    }
  }
}
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About this workflow

Hi! I'm Bruno, and I'm here to help you automate your finances intelligently. This workflow has been carefully developed to transform the way you manage your money, using the power of artificial intelligence and the flexibility of n8n. With a focus on usability and innovation,…

Source: https://n8n.io/workflows/5259/ — original creator credit. Request a take-down →

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