Ramp Automation

Automation Auto-detects your installed agents and installs the skill to each one.

What This Skill Does

This skill automates Ramp corporate finance operations, enabling users to retrieve transactions, manage reimbursements, search expenses, view card details, and list users. It's designed for finance teams and accountants looking to streamline expense management and accounting workflows. The skill leverages the Rube MCP server.

When to Use

Retrieve all corporate card transactions. Filter transactions by date range. Filter transactions by user or card. Filter transactions by department. Filter transactions by merchant. Filter transactions by approval status.

Key Features

Uses Rube MCP server for automation. Requires an active Ramp connection. Provides tools for transaction retrieval. Offers comprehensive filtering options. Supports pagination for large datasets. Allows sorting by date or amount.

Ramp Automation

Automate Ramp corporate finance operations including retrieving transactions, managing reimbursements, searching expenses, viewing card details, and listing users for expense management and accounting workflows.

Toolkit docs: composio.dev/toolkits/ramp

Setup

This skill requires the Rube MCP server connected at https://rube.app/mcp.

Before executing any tools, ensure an active connection exists for the ramp toolkit. If no connection is active, initiate one via RUBE_MANAGE_CONNECTIONS.

Core Workflows

1. List All Transactions

Retrieve all corporate card transactions with comprehensive filtering options.

Tool: RAMP_GET_ALL_TRANSACTIONS

Key Parameters: from_date -- Transactions after this date (ISO 8601 datetime) to_date -- Transactions before this date (ISO 8601 datetime, default: today) user_id -- Filter by user UUID card_id -- Filter by physical card UUID department_id -- Filter by department UUID merchant_id -- Filter by merchant UUID entity_id -- Filter by business entity UUID min_amount / max_amount -- Amount range filter (USD) state -- Transaction state; set to "ALL" to include declined transactions approval_status -- Filter by approval status sync_status -- Filter by ERP sync status (supersedes sync_ready and has_no_sync_commits) has_no_sync_commits -- true for unsynced transactions sync_ready -- true for transactions ready to sync to ERP requires_memo -- true for transactions missing required memos include_merchant_data -- true to include full purchase data from merchant page_size -- Results per page (2--100, default: 20) start -- Pagination cursor: ID of last entity from previous page order_by_date_desc / order_by_date_asc -- Sort by date order_by_amount_desc / order_by_amount_asc -- Sort by amount

Example: Tool: RAMP_GET_ALL_TRANSACTIONS Arguments: from_date: "2026-02-01T00:00:00Z" to_date: "2026-02-11T23:59:59Z" page_size: 50 order_by_date_desc: true

2. Search Transactions

Search transactions by merchant name, memo, or other transaction details.

Tool: RAMP_SEARCH_TRANSACTIONS

Key Parameters: query (required) -- Search text for merchant name, memo, or other details All filter parameters from RAMP_GET_ALL_TRANSACTIONS are also available

Example: Tool: RAMP_SEARCH_TRANSACTIONS Arguments: query: "AWS" from_date: "2026-01-01T00:00:00Z" page_size: 25

3. Get Transaction Details

Retrieve complete details of a specific transaction including merchant details, receipts, accounting codes, and dispute information.

Tool: RAMP_GET_TRANSACTION

Key Parameters: transaction_id (required) -- ID of the transaction

Example: Tool: RAMP_GET_TRANSACTION Arguments: transaction_id: "txn_abc123def456"

4. Manage Reimbursements

List and retrieve reimbursement records for approval workflows and expense analysis.

Tools: RAMP_LIST_REIMBURSEMENTS -- List reimbursements with filtering RAMP_GET_REIMBURSEMENT -- Get complete details of a specific reimbursement

Key Parameters for RAMP_LIST_REIMBURSEMENTS: user_id -- Filter by employee UUID entity_id -- Filter by business entity UUID from_date / to_date -- Date range for creation date from_submitted_at / to_submitted_at -- Date range for submission date from_transaction_date / to_transaction_date -- Underlying transaction date range awaiting_approval_by_user_id -- Filter for reimbursements pending a specific approver sync_status -- Filter by ERP sync status has_no_sync_commits -- true for unsynced reimbursements sync_ready -- true for reimbursements ready to sync direction -- "BUSINESS_TO_USER" (default) or "USER_TO_BUSINESS" (repayments) page_size -- Results per page (2--100, default: 20) start -- Pagination cursor

Example: Tool: RAMP_LIST_REIMBURSEMENTS Arguments: from_date: "2026-02-01T00:00:00Z" sync_ready: true page_size: 50

5. List Users and Get My Transactions

View organization users and personal transaction history.

Tools: RAMP_LIST_USERS -- List users with filtering by department, role, location, entity RAMP_GET_MY_TRANSACTIONS -- Get transactions for the authenticated user

Key Parameters for RAMP_LIST_USERS: department_id -- Filter by department UUID role -- Filter by user role email -- Filter by email address employee_id -- Filter by employee ID entity_id -- Filter by business entity UUID location_id -- Filter by location UUID page_size -- Results per page (2--100, default: 20)

Example: Tool: RAMP_LIST_USERS Arguments: role: "ADMIN" page_size: 50

6. View Card Details and Accounting Fields

Retrieve card information and custom accounting field configurations.

Tools: RAMP_GET_CARD -- Get detailed card information (spending limits, cardholder, fulfillment status) RAMP_FETCH_CUSTOM_ACCOUNTING_FIELD -- Fetch custom accounting field definitions

Known Pitfalls

Quick Reference