ramp-automation

name	Ramp Automation
description	Ramp Automation: manage corporate card transactions, reimbursements, users, and expense tracking via the Ramp platform
requires	{"mcp":["rube"]}

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

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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.

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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

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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

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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"

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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

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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.

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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

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