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Ramp for AI agents

Agents read Ramp at once. Changes and sends are held for a person's approval by default.

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About Ramp

Ramp is a platform that helps you manage your finances, track your income and expenses, and get insights into your business

What an agent can do in Ramp

Every Ramp action is classed by the platform as a read, a change or a send. Reads run at once. Changes and sends are held for a person by default.

Runs at once (reads)

Looks things up in Ramp without asking first. 44 actions.

  • List General Ledger AccountsTool to list general ledger accounts from Ramp. Use when you need to retrieve GL accounts for accounting integration or transaction categorization.
  • Fetch All Accounting ConnectionsTool to fetch all accounting connections for the current Ramp business. Use when you need to view all accounting integrations, including both active and inactive connections.
  • Get Accounting ConnectionTool to fetch the current active accounting connection for a Ramp account. Use when you need to check the status, type, or configuration of the active accounting integration with providers like QuickB
  • Fetch Accounting Connection By IDTool to fetch a specific accounting connection by ID from Ramp. Use when you need to retrieve detailed information about a particular accounting integration.
  • List Accounting VendorsTool to list accounting vendors from Ramp. Use when you need to retrieve vendor data for transaction coding, reimbursements, bills, or purchase orders in the accounting system.
  • Get UserTool to retrieve detailed information about a specific Ramp user by their ID. Use when you need complete user profile information including role, status, department, and custom fields.
  • List Accounting Inventory Item OptionsTool to list accounting inventory item options from Ramp. Use when you need to retrieve inventory items for accounting integration or transaction categorization.
  • List Accounting Tax RatesTool to list tax rates from Ramp's accounting integration. Use when you need to retrieve tax rate information for transaction categorization or tax compliance.
  • Fetch General Ledger AccountTool to fetch a specific general ledger account by ID from Ramp. Use when you need to retrieve detailed information about a single GL account.
  • Fetch Accounting VendorTool to fetch a specific accounting vendor by ID from Ramp. Use when you need to retrieve detailed information about a single accounting vendor for coding transactions, reimbursements, bills, or purch
  • Fetch Custom Accounting FieldTool for fetching a custom accounting field.
  • List Custom Accounting FieldsTool to list custom accounting fields for coding transactions. Use when you need to retrieve custom accounting fields that can be leveraged to code transactions, reimbursements, and bills.
Show all 44
  • Get All TransactionsGet all the transactions.
  • Get BillFetch one Ramp bill by ID, including its coding, line items, and payment.
  • Get CardTool for retrieving detailed information about a specific card. Returns comprehensive card details including spending limits, cardholder info, and fulfillment status. Use this to get complete card pro
  • Get Card Vault ResourceTool to fetch a card's sensitive details from the vault. Requires vault API access. Use when you need to retrieve PAN or CVV for a specific card. This endpoint uses a separate vault base URL.
  • Get Custom Field OptionTool to fetch a custom accounting field option by its ID. Use when you need to retrieve details about a specific custom accounting field option from Ramp's accounting integration.
  • Get DepartmentTool for retrieving detailed information about a specific department. Returns comprehensive department details including hierarchy information. Use this to get complete department profile for organiza
  • Get Draft Bill (Beta)Beta: retrieve one Ramp draft bill by its unique identifier.
  • Get Inventory Item FieldTool to fetch inventory item accounting field for the current accounting connection. Use when you need to retrieve the inventory item field configuration from the connected ERP system.
  • Get MemoTool to fetch a transaction memo. Use when you need to retrieve the memo text associated with a specific transaction.
  • Get Purchase OrderFetch a Ramp Plus purchase order and its detailed line items.
  • Get Reimbursement DetailsTool for retrieving complete details of a specific reimbursement. Includes amount, status, user information, accounting details, receipts, and sync status. Use this to get comprehensive reimbursement
  • Get Spend LimitTool to fetch detailed information about a specific spend limit. Use when you need to retrieve comprehensive limit details including balance, restrictions, linked cards, and users.
  • Get StatementTool for retrieving statement details or downloading statements. Supports JSON, PDF, and CSV formats for financial reporting.
  • Get Transaction DetailsTool for retrieving complete details of a specific transaction. Includes merchant details, receipts, accounting codes, and dispute information.
  • Get Users Deferred StatusTool for fetching the status of a deferred user task. Use when you need to check the progress or outcome of asynchronous user operations like user creation.
  • Get Vendor DetailsTool for retrieving detailed information about a specific vendor. Returns comprehensive vendor details including spending totals, category, and contact information. Use this to get complete vendor pro
  • Get WebhookTool to retrieve detailed information about a specific webhook subscription by ID. Use when you need to check webhook configuration, status, or event types.
  • List BillsList Ramp bills using payment, status, accounting, date, and amount filters.
  • List All CardsTool for listing all cards across the organization with optional filters. Returns card details including spending limits, cardholder info, and state. Use this to analyze card distribution, monitor car
  • List DepartmentsTool for listing all departments in the organization. Returns department details including names, codes, and hierarchy information. Use this to analyze organizational structure and department relation
  • List Draft Bills (Beta)Beta: list Ramp draft bills with filters and cursor pagination.
  • List MemosTool for listing memos associated with transactions in your Ramp organization. Returns memo details with support for filtering by card, user, department, location, manager, merchant, and date range.
  • List Purchase OrdersList and filter Ramp Plus purchase orders using cursor pagination.
  • List ReimbursementsTool for listing reimbursements with comprehensive filtering options. Returns reimbursement details including amounts, status, sync information, and associated entities. Use this to analyze reimbursem
  • List StatementsTool for listing all statements with filtering options. Perfect for financial reporting and reconciliation workflows.
  • List UsersTool for listing users in your Ramp organization with flexible filtering. Perfect for user audits, access management, and organizational analysis. Helps identify inactive users, role distribution, and
  • List VendorsTool for listing vendors with their spending information. Returns vendor details including spending totals, categories, and activity status. Use this to analyze vendor relationships and procurement pa
  • List Vendor Bank AccountsTool for listing bank accounts associated with a specific vendor. Returns account details including currency, payment method, and default status. Use this to retrieve payment account information for v
  • List Vendor ContactsTool for listing contacts associated with a specific vendor. Returns contact information including names, emails, and phone numbers. Use this to find vendor contact details for communication or relati
  • List Vendor CreditsTool to list all vendor credits for all vendors of a business. Use when you need to track vendor credits, analyze credit usage across vendors, or reconcile vendor accounts.
  • List WebhooksTool for listing all webhook subscriptions for the organization. Returns webhook details including endpoint URLs, event types, and status. Use this to audit webhook configurations and monitor active s
  • Options for Custom Accounting FieldTool for listing options for a given accounting field.

Held for approval by default (changes and sends)

Held for a person's approval by default. The approval is recorded and the action is sent once, never twice, with 10 seconds to undo. 63 actions.

  • Create Mileage ReimbursementTool to create a mileage reimbursement in Ramp. Use when a user needs to submit a reimbursement for business-related travel distance. Requires distance, reimbursee_id, and trip_date as mandatory field
  • Create Accounting ConnectionTool to register a new API-based accounting connection between Ramp and an accounting provider. Use when establishing a new connection to accounting systems like QuickBooks, NetSuite, or Xero. If a Un
  • Add Purchase Order Line ItemsAdd line items to an existing Ramp Plus purchase order.
  • Archive BillArchive a bill, cancelling inflight payments or terminating its one-time card where possible. Paid and batch-payment bills cannot be archived.
  • Archive Purchase OrderArchive a Ramp Plus purchase order. This destructive operation is irreversible.
  • Create BillCreate a Ramp bill. Ramp does not support creating batch payments through this API.
  • Create DepartmentTool for creating a new department in your Ramp organization. Perfect for setting up organizational structure and expense categorization.
  • Create Draft Bill (Beta)Beta: create a Ramp draft bill for a vendor without submitting it.
  • Create Inventory Item Accounting FieldTool to create a new inventory item accounting field for tracking inventory categories. Use when setting up inventory tracking for an accounting connection. Note: There can only be one active inventor
  • Create Transaction MemoTool for uploading a new memo for a transaction in Ramp. Use when you need to add notes or context to existing transactions.
  • Create New Custom Accounting FieldTool for creating a new custom accounting field. Note: This operation requires elevated permissions not available in the demo API.
  • Create Purchase OrderCreate a purchase order. Purchase Orders require a Ramp Plus account.
Show all 63
  • Create Tax Code Accounting FieldTool to create a new tax code accounting field in Ramp. There can only be one active tax code accounting field per accounting connection. Use when you need to set up tax code tracking for an accountin
  • Create User InviteTool to create a user invite for onboarding new employees to Ramp. Triggers an async task to send an invite email. Users must accept the invite to be onboarded. Assign users to specific entities using
  • Create Webhook SubscriptionTool to create a new webhook subscription for receiving event notifications from Ramp. Use when you need to set up real-time notifications for events like transactions, bills, or reimbursements. The n
  • Deactivate UserTool to deactivate a user in your Ramp organization. Use when you need to prevent a user from logging in, spending on cards, or receiving notifications. Once deactivated, users cannot access their Ram
  • Delete Accounting GL AccountTool to delete a general ledger account from Ramp. Use when you need to remove a GL account from the accounting system.
  • Delete Accounting ConnectionTool to disconnect the current active API-based accounting connection. Use when you need to disable the accounting integration. This action will clear associated accounting settings including Custom F
  • Delete Custom Accounting FieldTool to delete a custom accounting field from Ramp. Use when you need to remove a custom accounting field from the system. Note: Fields are read-only and cannot be deleted when a direct accounting con
  • Delete Accounting Inventory Item OptionTool to delete an accounting inventory item option from Ramp. Use when you need to remove an inventory item option from the accounting system.
  • Delete Tax Code Accounting FieldTool to delete the tax code accounting field from Ramp. Use when you need to remove the tax code field configuration. Note: The tax code field must exist before deletion.
  • Delete Accounting Tax Code OptionTool to delete a tax code option from Ramp. Use when you need to remove a tax code option from the accounting system.
  • Delete Accounting Tax RateTool to delete an accounting tax rate from Ramp. Use when you need to remove a tax rate from the accounting system.
  • Delete Accounting VendorTool to delete an accounting vendor from Ramp. Use when you need to remove a vendor from the accounting system.
  • Delete Custom Field OptionTool to delete a custom accounting field option from Ramp. Use when you need to remove a specific option from a custom accounting field.
  • Delete Inventory Item FieldTool to delete the inventory item accounting field from Ramp. Use when you need to remove the inventory item field from the accounting connection. This uses the authenticated connection's context to i
  • Delete Purchase Order Line ItemDelete one line item from an approved Ramp Plus purchase order.
  • Remove Users from Shared LimitTool to remove users from a shared spend limit in Ramp. Use when you need to revoke a user's access to a shared spending allocation.
  • Delete Webhook SubscriptionTool to delete a webhook subscription by ID. Use when you need to remove a webhook subscription from Ramp. The operation is irreversible and returns no content on success.
  • Hold BillBeta: place a Ramp bill on hold, blocking all payment rails and descheduling payments.
  • Issue Virtual CardTool for issuing virtual cards to users instantly. Creates cards with customizable spending limits and restrictions. Returns full card details including card number and CVV.
  • Update Accounting ConnectionTool to update an accounting connection's settings. Use when you need to modify configuration for API-based accounting connections. This endpoint is restricted to Accounting API based connections only
  • Update CardTool to update a card's properties including owner, display name, and spending restrictions. Use when you need to modify card settings or reassign card ownership.
  • Update Custom Field OptionTool to update a custom accounting field option. Use when you need to modify display name, code, value, or visibility of an existing field option.
  • Update General Ledger AccountTool to update a general ledger account in Ramp. Use when you need to modify the name, code, or reactivate a deleted GL account.
  • Update Inventory Item FieldTool to update the inventory item accounting field for a Ramp connection. Use when you need to modify the name or display name of the inventory item field.
  • Upload Accounting GL AccountsTool to batch upload general ledger accounts to Ramp. Supports up to 500 accounts per call with all-or-nothing validation. Use when you need to create GL accounts in Ramp's accounting system.
  • Upload Accounting VendorsTool to batch upload vendors to Ramp for coding transactions, bills, and purchase orders. Supports up to 500 vendors per call with all-or-nothing validation. Use when you need to create vendors in Ram
  • Upload Inventory Item OptionsTool to upload inventory item options for an active inventory item accounting field. Use when you need to create inventory items in Ramp's accounting system.
  • Create Physical CardTool to create a physical card asynchronously. Returns a task ID which can be used to track the card creation status. Physical cards require fulfillment details with a shipping address. Use when a use
  • Reactivate Accounting ConnectionTool to reactivate a previously unlinked accounting connection by changing its status back to linked. This preserves all previous accounting field configurations and settings. Use when you need to res
  • Reactivate UserTool to reactivate a suspended user in your Ramp organization. Use when you need to restore a user's access. Upon reactivation, users can log in to Ramp again, spend on their previously issued cards,
  • Release Bill HoldBeta: release a Ramp bill hold so payments can be scheduled again.
  • Submit Draft Bill (Beta)Beta: submit a Ramp draft bill and return the resulting standard bill.
  • Suspend CardTool to suspend a card by creating an async task that locks the card from use. Use when you need to temporarily disable a card. The suspension is revertable.
  • Terminate CardTool to permanently terminate a Ramp card. This action creates an async task to terminate the card and is irreversible. Use when you need to permanently deactivate a card. The response contains a task
  • Update Custom Accounting FieldTool to update a custom accounting field. Use when you need to modify the display name, name, or splittable setting of an existing custom accounting field.
  • Update Accounting Inventory Item OptionTool to update an inventory item option in Ramp's accounting system. Use when you need to modify an existing inventory item option's details.
  • Update Accounting Tax CodeTool to update tax code accounting field. Use when you need to modify the name or display name of the tax code field in Ramp's accounting system.
  • Update Accounting Tax Code OptionTool to update a tax code option in Ramp. Use when you need to modify the name or associated tax rates of an existing tax code option.
  • Update Accounting Tax RateTool to update an accounting tax rate in Ramp. Use when you need to modify the name, rate percentage, or associated GL account for an existing tax rate.
  • Update Accounting VendorTool to update an accounting vendor in Ramp. Use when you need to modify vendor details such as name or code, or reactivate a deleted vendor.
  • Update BillUpdate an approved Ramp bill. Ramp rejects updates to bills that are not approved.
  • Update Card Spending LimitTool for updating spending limits on a card. Note: This returns the limits associated with the card. The actual update might require using the limit ID directly via PATCH /limits/{limit_id}.
  • Update DepartmentTool for updating an existing department in your Ramp organization. Useful for reorganizing departmental structure or renaming departments.
  • Update Draft Bill (Beta)Beta: update only explicitly supplied fields on a Ramp draft bill.
  • Update Spending LimitTool to update a spending limit in Ramp. Use when you need to modify limit settings such as display name, spending restrictions, permitted spend types, or user assignments.
  • Update Purchase OrderUpdate an approved Ramp Plus purchase order; unapproved orders are rejected by Ramp.
  • Update Purchase Order Line ItemUpdate one line item on an approved Ramp Plus purchase order.
  • Update UserTool to update an existing user in your Ramp organization. Use when modifying user information such as name, department, role, or manager assignments.
  • Upload New Options for Custom Accounting FieldTool for uploading new options for a given accounting field.
  • Upload Tax Code OptionsTool to upload tax code options to Ramp. Use when you need to create or update tax codes in the accounting system. Requires an active tax code accounting field for the accounting connection.
  • Upload Accounting Tax RatesTool to batch upload tax rates to Ramp. Supports up to 500 tax rates per call with all-or-nothing validation. Use when you need to create tax rates in Ramp's accounting system. Ensure data is sanitize

Changes wait in Needs you

Changes and sends in Ramp are held for a person's approval by default. The approval is recorded, and the action is sent once, never twice, with 10 seconds to undo.

How approvals work

Ramp questions

Can an agent change data in Ramp on its own?

Not by default. Changes and sends in Ramp are held for a person's approval. The approval is recorded, and the action is sent once, never twice, with 10 seconds to undo.

What can an agent read in Ramp?

This connector lists 44 read actions. Reads run at once, without waiting for approval.

How does Ramp connect?

It connects with OAuth 2.0. Connectors are built and maintained by third-party developers; availability is confirmed during scoping.

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