approval-dashboard

name	approval-dashboard
description	Review and approve pending transactions, bills, reimbursements, and requests. Use when: 'approve', 'pending approvals', 'what needs my approval', 'review transactions', 'approve bills', 'reject', 'approval queue', 'clear my approvals'. Do NOT use for: transaction analysis, receipt uploads, or spend tracking.
user-invocable	true

Non-Negotiables

• Always show the item details before approving or rejecting. Never blind-approve.
• Rejections require a reason. Approvals do not, but a note is helpful.
• Confirm with the user before executing approvals — especially bulk operations.
• Present items sorted by priority: highest dollar amount first.
• Amounts vary by endpoint: bills are in cents (divide by 100), reimbursements are in dollars, transactions are formatted strings ("$135.40").

Workflow

Step 1: Fetch all pending items

Run these in parallel to build the full approval queue. Paginate each endpoint until there are no more results — a single page may not return everything.

# Pending transactions (paginate with --next_page_cursor)
ramp transactions list --transactions_to_retrieve transactions_awaiting_my_approval \
  --agent --page_size 50

# Pending bills (paginate with --page_cursor)
ramp bills pending --agent --limit 50

# Pending reimbursements (no cursor pagination — use --limit)
ramp reimbursements pending --agent --limit 50

# Pending requests (paginate with --start; --thoughts is required)
ramp requests pending --thoughts "Reviewing all pending requests" --page_size 50 --agent

For each endpoint, check pagination.next_cursor in the JSON envelope. If it is not null, re-run the command with that cursor value (via --next_page_cursor for transactions, --page_cursor for bills, --start for requests) until all pages are fetched. Note: reimbursements pending does not support cursor-based pagination — it only has --limit, so increase the limit if you need more results. Aggregate results before presenting.

Step 2: Present the queue

Summarize what's pending:

Approval queue: 14 items ($23,450 total)

Bills (4 items, $8,200):
  $3,500  HighSpot        Invoice #1234    Due 2026-03-28
  $2,500  Cometeer        Invoice #5678    Due 2026-04-01
  ...

Reimbursements (6 items, $2,100):
  $  520  Michael Scott   Uber rides       Submitted 2026-03-20
  $  312  Oscar Martinez  Office supplies  Submitted 2026-03-22
  ...

Transactions (3 items, $12,500):
  $5,000  Dana Alhasawi   AWS              2026-03-15
  ...

Requests (1 item, $650):
  ...

Step 3: Review and act

For each item the user wants to act on, get details first:

# Bill details
ramp bills get {bill_id} --agent

# Transaction details
ramp transactions get {transaction_uuid} --agent

# Transaction missing items (if relevant)
ramp transactions missing {transaction_uuid}

# Reimbursement details (use list with specific UUID)
ramp reimbursements list --reimbursement_uuids '["{uuid}"]' --include_policy_assessment --agent

Step 4: Execute approvals

# Approve a transaction
ramp transactions approve {transaction_uuid} --action APPROVE --thoughts "Reviewed — within policy"

# Reject a transaction (reason required)
ramp transactions approve {transaction_uuid} \
  --action REJECT_AND_REQUEST_CHANGES \
  --thoughts "Missing receipt and over budget" \
  --user_reason "Please attach the receipt and update the memo"

# Approve a bill — not yet available via CLI.
# Bill approvals must be done in the Ramp app: https://app.ramp.com/bills

# Approve a reimbursement
ramp reimbursements approve {reimbursement_uuid} --action approve

# Reject a reimbursement
ramp reimbursements approve {reimbursement_uuid} --action reject \
  --user_reason "Receipt doesn't match the claimed amount"

# Approve a request
ramp requests approve {request_uuid} --action APPROVE --thoughts "Approved — within team budget"

Step 5: Add comments (optional)

Leave a comment on any Ramp object for context:

ramp general comment {object_uuid} \
  --ramp_object_type transaction \
  --message "Approved — this covers the Q1 offsite catering"

Valid object types: bill, booking_request, card, payee, provisional_bill, reimbursement, spend_intent, spend_request, ticket, transaction, vendor_payment.

Bulk Approval

When the user wants to approve multiple items at once:

1. Present all items with amounts and details
2. Ask: "Approve all N items, or would you like to review individually?"
3. If bulk: confirm once, then execute sequentially
4. Report results: "Approved 12/14 items. 2 failed: [reasons]"

Transaction Approval Actions

Action	When to use
APPROVE	Item is within policy, receipt/memo present
REJECT_AND_REQUEST_CHANGES	Needs corrections — missing memo, wrong coding, etc.
REJECT_AND_REQUEST_FULL_REPAYMENT	Personal expense or policy violation requiring repayment

Example Session

User: What needs my approval?

Agent: Let me check all your pending queues.
> ramp transactions list --transactions_to_retrieve transactions_awaiting_my_approval --agent --page_size 50
> ramp bills pending --agent --limit 50
> ramp reimbursements pending --agent --limit 50
> ramp requests pending --thoughts "Checking approval queue" --page_size 50 --agent

Approval queue: 6 items ($4,350 total)

Bills (2 items, $2,700):
  $2,200  HighSpot        Invoice #4401    Due 2026-03-28
  $  500  Cometeer        Invoice #882     Due 2026-04-01

Reimbursements (3 items, $1,430):
  $  520  Michael Scott   Uber rides       Submitted 2026-03-20
  $  312  Oscar Martinez  Office supplies  Submitted 2026-03-22
  $  598  Jan Levinson    Flight change    Submitted 2026-03-23

Transactions (1 item, $220):
  $  220  Dana Alhasawi   DoorDash         2026-03-15

Want to review individually or approve all?

User: Approve the bills and reimbursements. Let me see the transaction first.

Agent: I can approve the reimbursements now. Bills must be approved in the Ramp app — I'll send you the links.
> ramp reimbursements approve reimb-001 --action approve
> ramp reimbursements approve reimb-002 --action approve
> ramp reimbursements approve reimb-003 --action approve

3 reimbursements approved. For the 2 bills, approve them here:
  https://app.ramp.com/bills/bill-001
  https://app.ramp.com/bills/bill-002

Now let me get details on that DoorDash transaction:
> ramp transactions get txn-001 --agent
> ramp transactions missing txn-001

DoorDash $220 — Dana Alhasawi, 2026-03-15
Memo: "Team lunch"  |  Receipt: attached  |  Accounting: complete

User: Approve it

Agent: > ramp transactions approve txn-001 --action APPROVE --thoughts "Team lunch — receipt and memo present"
Done. Approval queue is clear.

When NOT to Use

• Uploading receipts — use receipt-compliance
• Editing transaction memos or categories — use transaction-cleanup

Gotchas

Issue	Fix
Bill amounts are in cents	Divide by 100 for display
Reimbursement amounts are in dollars	Display as-is
Transaction amounts are formatted strings	Strip "$" and "," for sorting/totaling
requests pending requires --thoughts	Always include it — describe what you're doing
bills approve --action_type is free text	Use "APPROVE" or "REJECT" — not an enforced enum
No undo for approvals	Confirm with user before executing. Use -n for dry runs on write commands.
Pagination varies	Check pagination.next_cursor in envelope. Pass it via --next_page_cursor (transactions), --page_cursor (bills), --start (requests). Reimbursements: --limit only.