| name | get-started |
| description | Hand your agent this playbook. It gets you set up on Ramp — or applying, if
you're new — plus the menu of everything else you can do. Use as the one-fetch
entry point for Ramp across Claude Desktop, ChatGPT, Claude Code, Codex, and
Perplexity. |
| title | Get started with Ramp |
| url | https://agents.ramp.com/playbooks/get-started |
| runtimes | ["Claude Desktop","ChatGPT","Claude Code","Codex","Perplexity"] |
Get started with Ramp
Hand your agent this playbook and it'll figure out whether you're a new or existing Ramp customer, walk you through the right onboarding path, and then hand you the menu of every other playbook you can run. This is the one-fetch entry point — the rest of the playbook directory becomes discoverable once setup is done.
How to run
Identify which runtime you're operating in (Claude Desktop, ChatGPT, Claude Code, Codex, Perplexity). Use the matching section below; ignore the others.
Claude Desktop
Copy and run this prompt:
## Before you run
- None — this playbook gets you set up.
I want to use Ramp with you. First, ask me:
> Do you already have a Ramp account?
If **yes** (existing customer):
1. Walk me through enabling the Ramp connector: the Claude Desktop connector lives at https://claude.ai/directory/61bac03c-3f98-4b3c-affb-1b99533fa82c — open it and follow the prompts to add Ramp.
2. Confirm I can see Ramp tools in this conversation.
3. Ask whether I want Ramp Agent Cards enabled for my business — if yes, point me to https://docs.ramp.com/developer-api/v1/agent-cards for setup instructions.
If **no** (new customer):
1. Tell me Ramp is a finance platform — corporate cards, bill pay, and expense management — and that I'll need to apply for an account.
2. Point me to https://ramp.com/ to apply. Mention the application takes a few minutes and approval is usually same-day.
3. Once I'm approved and logged in, come back here and we'll wire up the connector.
## What you can do next
Once I'm set up, fetch the playbook directory at https://agents.ramp.com/.well-known/agent-skills/index.json for the full menu of things you can do for me.
ChatGPT
Copy and run this prompt:
## Before you run
- None — this playbook gets you set up.
I want to use Ramp with you. First, ask me:
> Do you already have a Ramp account?
If **yes** (existing customer):
1. Walk me through enabling the Ramp connector: the Ramp app for ChatGPT lives at https://chatgpt.com/apps/ramp/asdk_app_69250fb6281c819195b52a1556b0060c — open it and follow the prompts to authorize Ramp.
2. Confirm I can see Ramp tools in this conversation.
3. Ask whether I want Ramp Agent Cards enabled for my business — if yes, point me to https://docs.ramp.com/developer-api/v1/agent-cards for setup instructions.
If **no** (new customer):
1. Tell me Ramp is a finance platform — corporate cards, bill pay, and expense management — and that I'll need to apply for an account.
2. Point me to https://ramp.com/ to apply. Mention the application takes a few minutes and approval is usually same-day.
3. Once I'm approved and logged in, come back here and we'll wire up the connector.
## What you can do next
Once I'm set up, fetch the playbook directory at https://agents.ramp.com/.well-known/agent-skills/index.json for the full menu of things you can do for me.
Claude Code
Copy and run this prompt:
## Before you run
- None — this playbook gets you set up.
I want to use Ramp with you from the terminal. First, ask me:
> Do you already have a Ramp account?
If **yes** (existing customer):
1. Install the Ramp CLI if it's not already installed — run `ramp --version` first, and only if that fails, run `curl -fsSL https://agents.ramp.com/install.sh | bash`.
2. Log me in: `ramp auth login` (this opens a browser; I complete sign-in there).
3. Confirm `ramp --version` returns a version and `ramp auth status` shows me authenticated.
4. Ask whether I want Ramp Agent Cards enabled for my business — if yes, point me to https://docs.ramp.com/developer-api/v1/agent-cards for setup instructions.
If **no** (new customer):
1. Tell me Ramp is a finance platform — corporate cards, bill pay, and expense management — and that I'll need to apply for an account.
2. Install the Ramp CLI if it's not already installed — run `ramp --version` first, and only if that fails, run `curl -fsSL https://agents.ramp.com/install.sh | bash`.
3. Apply to Ramp: fetch https://agents.ramp.com/.well-known/agent-skills/apply-to-ramp/SKILL.md and follow it. It runs my whole application:
- It first asks whether my business already has a formed legal entity with an EIN, so it can take the right path — I don't need to decide that up front.
- If I already have a company, it pre-fills what it can, lets me drop in a document (like an EIN letter) to fill the rest, and paces the application to completion — handing me Ramp links for the steps only I can do (phone verification, SSN, legal agreements, final submit). It never submits for me.
- If I don't have a legal entity yet, it starts the application with incorporation enabled and, after I submit the application, files my US LLC through Ramp in the same application — there is no second application. (It handles the formation step for me via the incorporate-with-ramp skill; I don't fetch anything myself.) Incorporating through Ramp has a cost — pricing and details are the source of truth at https://agents.ramp.com/docs/account/incorporate; tell me it isn't free and offer to fetch that page for me if I want the specifics before deciding.
4. Applying is what signs me in: accepting the invite email during signup authorizes the Ramp CLI, so there's no separate login step. If that browser handoff gets interrupted, apply-to-ramp tells me how to finish it.
## What you can do next
Once I'm set up, fetch the playbook directory at https://agents.ramp.com/.well-known/agent-skills/index.json for the full menu of things you can do for me.
Codex
Copy and run this prompt:
## Before you run
- None — this playbook gets you set up.
I want to use Ramp with you from the terminal. First, ask me:
> Do you already have a Ramp account?
If **yes** (existing customer):
1. Install the Ramp CLI if it's not already installed — run `ramp --version` first, and only if that fails, run `curl -fsSL https://agents.ramp.com/install.sh | bash`.
2. Log me in: `ramp auth login` (this opens a browser; I complete sign-in there).
3. Confirm `ramp --version` returns a version and `ramp auth status` shows me authenticated.
4. Ask whether I want Ramp Agent Cards enabled for my business — if yes, point me to https://docs.ramp.com/developer-api/v1/agent-cards for setup instructions.
If **no** (new customer):
1. Tell me Ramp is a finance platform — corporate cards, bill pay, and expense management — and that I'll need to apply for an account.
2. Install the Ramp CLI if it's not already installed — run `ramp --version` first, and only if that fails, run `curl -fsSL https://agents.ramp.com/install.sh | bash`.
3. Apply to Ramp: fetch https://agents.ramp.com/.well-known/agent-skills/apply-to-ramp/SKILL.md and follow it. It runs my whole application:
- It first asks whether my business already has a formed legal entity with an EIN, so it can take the right path — I don't need to decide that up front.
- If I already have a company, it pre-fills what it can, lets me drop in a document (like an EIN letter) to fill the rest, and paces the application to completion — handing me Ramp links for the steps only I can do (phone verification, SSN, legal agreements, final submit). It never submits for me.
- If I don't have a legal entity yet, it starts the application with incorporation enabled and, after I submit the application, files my US LLC through Ramp in the same application — there is no second application. (It handles the formation step for me via the incorporate-with-ramp skill; I don't fetch anything myself.) Incorporating through Ramp has a cost — pricing and details are the source of truth at https://agents.ramp.com/docs/account/incorporate; tell me it isn't free and offer to fetch that page for me if I want the specifics before deciding.
4. Applying is what signs me in: accepting the invite email during signup authorizes the Ramp CLI, so there's no separate login step. If that browser handoff gets interrupted, apply-to-ramp tells me how to finish it.
## What you can do next
Once I'm set up, fetch the playbook directory at https://agents.ramp.com/.well-known/agent-skills/index.json for the full menu of things you can do for me.
Perplexity
Copy and run this prompt:
## Before you run
- None — this playbook gets you set up.
I want to use Ramp with you. First, ask me:
> Do you already have a Ramp account?
If **yes** (existing customer):
1. Walk me through enabling the Ramp connector: the Perplexity connector lives at https://www.perplexity.ai/computer/connectors?connector=ramp — open it and follow the prompts to authorize Ramp.
2. Confirm I can see Ramp tools in this conversation.
3. Ask whether I want Ramp Agent Cards enabled for my business — if yes, point me to https://docs.ramp.com/developer-api/v1/agent-cards for setup instructions.
If **no** (new customer):
1. Tell me Ramp is a finance platform — corporate cards, bill pay, and expense management — and that I'll need to apply for an account.
2. Point me to https://ramp.com/ to apply. Mention the application takes a few minutes and approval is usually same-day.
3. Once I'm approved and logged in, come back here and we'll wire up the connector.
## What you can do next
Once I'm set up, fetch the playbook directory at https://agents.ramp.com/.well-known/agent-skills/index.json for the full menu of things you can do for me.
