Ramp Automation

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: claude-skills.ai/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

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