💰 Financial AI agent Telegram and WhatsApp
Needs changesNeeds changes. This template uses 1 thing(s) that n8n 3.0 removes: AI Agent v1 (old agent modes). 1 breaking item(s) found. Static check, last run 2026-10-19.
What this workflow does
This AI workflow has 9 nodes and runs when a chat message arrives (plus 1 other trigger). Along the way it connects OpenAI Chat Model, Postgres Chat Memory and Telegram.
How it runs
Trigger: When a chat message arrives (plus 1 other trigger).
- Normalize (Edit Fields (Set)): sets or maps fields
- AI Agent: runs an AI agent, with model: OpenAI Chat Model; 2 tools (Balance report, Register Transaction); memory: Postgres Chat Memory
- Telegram: uses Telegram
Services it uses
Before you upgrade to n8n 3.0
1 thing in this workflow is removed in n8n 3.0. Fix it before you upgrade:
- AI Agent v1 (old agent modes) in AI Agent (v1.9): replace with Latest AI Agent node (Tools Agent). For SQL Agent, use a Postgres or MySQL tool with a recent AI Agent.
| Removed in 3.0 | Replace with |
|---|---|
| AI Agent v1 (old agent modes) AI Agent (v1.9) | Latest AI Agent node (Tools Agent). For SQL Agent, use a Postgres or MySQL tool with a recent AI Agent. |
Nodes used (8)
- AI Agent
@n8n/n8n-nodes-langchain.agent - OpenAI Chat Model
@n8n/n8n-nodes-langchain.lmChatOpenAi - Postgres Chat Memory
@n8n/n8n-nodes-langchain.memoryPostgresChat - Call n8n Workflow Tool
@n8n/n8n-nodes-langchain.toolWorkflow - Chat Trigger
@n8n/n8n-nodes-langchain.chatTrigger - Telegram Trigger
n8n-nodes-base.telegramTrigger - Edit Fields (Set)
n8n-nodes-base.set - Telegram
n8n-nodes-base.telegram
From the author
📌 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.…