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

Pitfall	Detail
Pagination required	All list endpoints return paginated results. Use the `start` parameter with the ID of the last entity from the previous page to iterate.
Date format	All date parameters must be ISO 8601 datetime format (e.g., `"2026-02-11T00:00:00Z"`). Plain date strings will fail.
sync_status priority	When `sync_status` is set, it supersedes both `has_no_sync_commits` and `sync_ready` parameters.
Amount filters in USD	`min_amount` and `max_amount` are in USD. Ensure correct currency context when filtering.
state=ALL for declined	By default, declined transactions are excluded. Set `state: "ALL"` to include them in results.
page_size bounds	Must be between 2 and 100. Default is 20. Values outside this range cause errors.

Quick Reference

Tool Slug	Description
`RAMP_GET_ALL_TRANSACTIONS`	List all transactions with filtering
`RAMP_SEARCH_TRANSACTIONS`	Search transactions by text query
`RAMP_GET_TRANSACTION`	Get details of a specific transaction
`RAMP_GET_MY_TRANSACTIONS`	Get authenticated user's transactions
`RAMP_LIST_REIMBURSEMENTS`	List reimbursements with filtering
`RAMP_GET_REIMBURSEMENT`	Get details of a specific reimbursement
`RAMP_LIST_USERS`	List organization users
`RAMP_GET_CARD`	Get card details
`RAMP_FETCH_CUSTOM_ACCOUNTING_FIELD`	Fetch custom accounting field config

Powered by Composio

Ramp Automation

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

Pitfall	Detail
Pagination required	All list endpoints return paginated results. Use the `start` parameter with the ID of the last entity from the previous page to iterate.
Date format	All date parameters must be ISO 8601 datetime format (e.g., `"2026-02-11T00:00:00Z"`). Plain date strings will fail.
sync_status priority	When `sync_status` is set, it supersedes both `has_no_sync_commits` and `sync_ready` parameters.
Amount filters in USD	`min_amount` and `max_amount` are in USD. Ensure correct currency context when filtering.
state=ALL for declined	By default, declined transactions are excluded. Set `state: "ALL"` to include them in results.
page_size bounds	Must be between 2 and 100. Default is 20. Values outside this range cause errors.

Quick Reference

Tool Slug	Description
`RAMP_GET_ALL_TRANSACTIONS`	List all transactions with filtering
`RAMP_SEARCH_TRANSACTIONS`	Search transactions by text query
`RAMP_GET_TRANSACTION`	Get details of a specific transaction
`RAMP_GET_MY_TRANSACTIONS`	Get authenticated user's transactions
`RAMP_LIST_REIMBURSEMENTS`	List reimbursements with filtering
`RAMP_GET_REIMBURSEMENT`	Get details of a specific reimbursement
`RAMP_LIST_USERS`	List organization users
`RAMP_GET_CARD`	Get card details
`RAMP_FETCH_CUSTOM_ACCOUNTING_FIELD`	Fetch custom accounting field config

Ramp Automation

让 AI 帮你安装

Ramp Automation

Setup

Core Workflows

1. List All Transactions

2. Search Transactions

3. Get Transaction Details

4. Manage Reimbursements

5. List Users and Get My Transactions

6. View Card Details and Accounting Fields

Known Pitfalls

Quick Reference

链接

创作者

Ramp Automation

Setup

Core Workflows

1. List All Transactions

2. Search Transactions

3. Get Transaction Details

4. Manage Reimbursements

5. List Users and Get My Transactions

6. View Card Details and Accounting Fields

Known Pitfalls

Quick Reference