transaction-cleanup

name	transaction-cleanup
description	Complete missing items on your transactions — memos, accounting categories, funds, and attendees. Use when: 'add memo', 'categorize transactions', 'missing items', 'transaction cleanup', 'fix my transactions', 'set tracking category', 'assign to fund', 'bulk memo update'. Do NOT use for: receipt uploads (use receipt-compliance) or approvals (use approval-dashboard).
user-invocable	true

Non-Negotiables

• Scope to the user's own transactions by default (--transactions_to_retrieve my_transactions).
• Show the transaction details before editing. Never blind-edit.
• For bulk edits, present the plan and confirm before executing.
• The --user_submitted_fields flag tracks provenance — include it to mark which fields the user explicitly provided vs agent-inferred.
• All CLI flags use underscores, not hyphens.

Workflow

Step 1: Find transactions needing attention

# Transactions awaiting your action (usually means missing items)
ramp transactions list --transactions_to_retrieve my_transactions \
  --from_date {start} --state cleared --agent --page_size 50

For any transaction, check what's missing:

ramp transactions missing {transaction_uuid}

Returns: missing_receipt (bool), missing_memo (bool), missing_accounting_items (array of category names).

Step 2: Get AI-suggested memos

Before writing memos manually, check if Ramp has suggestions:

ramp transactions memo-suggestions {transaction_uuid}

Returns memos[] — an array of suggested memo strings based on the transaction context.

Step 3: Edit transactions

Set a memo

ramp transactions edit {transaction_uuid} --memo "Q2 team offsite catering"

To clear a memo, pass an empty string: --memo ""

Assign to a fund/spend allocation

ramp transactions edit {transaction_uuid} --fund_uuid {fund_uuid}

To find available funds:

ramp funds list --funds_to_retrieve MY_FUNDS --include_balance --agent

Set tracking categories (accounting codes)

First, get available categories and their options:

# List categories
ramp accounting categories --agent

# List options for a specific category (use UUID from above)
ramp accounting category-options {tracking_category_uuid} --agent --page_size 50

Then edit via --json (tracking categories aren't exposed as named flags).

Important: When using --json, you must include transaction_uuid in the body. The --json flag bypasses the CLI's automatic injection of the positional arg.

ramp transactions edit --json '{
  "transaction_uuid": "{transaction_uuid}",
  "tracking_category_selections": [
    {
      "category_uuid": "{category_uuid}",
      "option_selection": "{option_uuid}"
    }
  ],
  "user_submitted_fields": ["tracking_category_selections"]
}'

Note: the field names inside tracking_category_selections are category_uuid and option_selection — NOT tracking_category_uuid / tracking_category_option_uuid (those are the names returned by the categories list endpoint, not the edit endpoint).

Set attendees

ramp transactions edit --json '{
  "transaction_uuid": "{transaction_uuid}",
  "attendee_selections": {
    "non_ramp_attendees": [
      {"attendee_name": "Jane Smith", "attendee_email": "[e-mail]"}
    ],
    "include_self_as_attendee": false
  },
  "user_submitted_fields": ["attendee_selections"]
}'

Step 4: Handle missing receipts (hand off)

If missing_receipt is true, you have two options:

1. Upload a receipt — use the receipt-compliance skill
2. Explain why it's missing:

ramp transactions explain-missing {transaction_uuid} \
  --reason "Digital subscription — no receipt issued"

Or generate a link to the missing receipt affidavit form (the user must complete it manually in the browser):

ramp transactions flag-missing {transaction_uuid}

Bulk Cleanup Workflow

For cleaning up many transactions at once:

1. Fetch all transactions in the period
2. Check missing_items on each (or batch-check via individual calls)
3. Group by what's missing: memo, accounting, receipt
4. Present summary: "12 transactions need memos, 5 need accounting categories, 3 need receipts"
5. For memos: fetch suggestions for each, present them, let user confirm or edit
6. For categories: if most transactions share a category, offer to bulk-apply
7. Execute edits sequentially, report progress

Provenance Tracking

The --user_submitted_fields flag tells Ramp which fields the user explicitly provided. This matters for compliance — it distinguishes user intent from agent inference.

Include it when setting fields via --json:

ramp transactions edit --json '{
  "transaction_uuid": "{transaction_uuid}",
  "memo": "Client dinner with Acme team",
  "user_submitted_fields": ["memo"]
}'

Valid values: attendee_selections, attendee_uuids, fund_uuid, memo, tracking_category_selections.

When using named flags (--memo, --fund_uuid), provenance is tracked automatically.

Example Session

User: I have a bunch of transactions that need memos

Agent: Let me check what's missing on your recent transactions.
> ramp transactions list --transactions_to_retrieve my_transactions \
>   --from_date 2026-03-01 --state cleared --agent --page_size 50

Found 8 transactions. Checking missing items on each...
> ramp transactions missing {uuid} (×8)

Summary:
  5 need memos
  2 need accounting categories
  1 needs a receipt (→ use receipt-compliance)

Let me get AI-suggested memos for the 5:
> ramp transactions memo-suggestions {uuid} (×5)

Transaction                              Suggested memo
$135  Facebook Ads     2026-03-02       "Q1 paid social campaign"
$220  AWS              2026-03-05       "March infrastructure costs"
$89   Uber             2026-03-10       (no suggestion)
$450  WeWork           2026-03-12       "March coworking space"
$65   Doordash         2026-03-15       (no suggestion)

Want to accept these suggestions, edit them, or write your own?

User: Accept the suggestions for Facebook and AWS. The Uber was a client dinner ride, WeWork is fine, skip DoorDash for now.

Agent: Updating 4 transactions:
> ramp transactions edit {fb-uuid} --memo "Q1 paid social campaign"
> ramp transactions edit {aws-uuid} --memo "March infrastructure costs"
> ramp transactions edit {uber-uuid} --memo "Client dinner transportation"
> ramp transactions edit {wework-uuid} --memo "March coworking space"

All 4 memos set. 2 transactions still need accounting categories.
Want to tackle those?

User: Yes, they should both be under the "Marketing" project

Agent: > ramp accounting categories --agent
> ramp accounting category-options {project-uuid} --agent --page_size 50

Found "Marketing" option (uuid: mkt-123). Applying to both:
> ramp transactions edit --json '{"transaction_uuid": "{uuid1}", "tracking_category_selections": [{"category_uuid": "proj-uuid", "option_selection": "mkt-123"}]}'
> ramp transactions edit --json '{"transaction_uuid": "{uuid2}", "tracking_category_selections": [{"category_uuid": "proj-uuid", "option_selection": "mkt-123"}]}'

Done. 1 transaction remaining (needs receipt — use receipt-compliance when ready).

When NOT to Use

• Uploading receipts — use receipt-compliance (handles base64 encoding, matching, bulk upload)
• Approving or rejecting items — use approval-dashboard
• Company-wide spend reporting — the CLI is scoped to your own data; use the Ramp dashboard

Gotchas

Issue	Fix
amount is a formatted string ("$135.40")	Strip "$" and "," for numeric operations
--state values are lowercase	Use cleared, pending — not uppercase
Tracking categories require --json	Named flags only cover --memo and --fund_uuid. When using --json, include transaction_uuid in the body.
Category field names differ between endpoints	accounting category-options returns tracking_category_option_uuid, but transactions edit expects category_uuid + option_selection
memo-suggestions may return empty	Not all transactions have enough context for suggestions
accounting category-options paginates with integers	Unlike other endpoints, the cursor is a number, not a string
--transactions_to_retrieve is required	Always include it on transactions list
Searching for specific transactions	Use --reason_memo_merchant_or_user_name_text_search "query" (min 3 chars)
Comment on a transaction	ramp general comment {uuid} --ramp_object_type transaction --message "text"