Summary Ramp Automation: manage corporate card transactions, reimbursements, users, and expense tracking via the Ramp platform
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
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.
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 UUIDcard_id -- Filter by physical card UUIDdepartment_id -- Filter by department UUIDmerchant_id -- Filter by merchant UUIDentity_id -- Filter by business entity UUIDmin_amount / max_amount -- Amount range filter (USD)state -- Transaction state; set to "ALL" to include declined transactionsapproval_status -- Filter by approval statussync_status -- Filter by ERP sync status (supersedes sync_ready and has_no_sync_commits)
has_no_sync_commits
true
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 amountTool: 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
2. Search Transactions Search transactions by merchant name, memo, or other transaction details.
Tool: RAMP_SEARCH_TRANSACTIONS
query (required) -- Search text for merchant name, memo, or other detailsAll filter parameters from RAMP_GET_ALL_TRANSACTIONS are also available
Tool: RAMP_SEARCH_TRANSACTIONS
Arguments:
query: "AWS"
from_date: "2026-01-01T00:00:00Z"
page_size: 25
3. Get Transaction Details Retrieve complete details of a specific transaction including merchant details, receipts, accounting codes, and dispute information.
Tool: RAMP_GET_TRANSACTION
transaction_id (required) -- ID of the transaction Tool: RAMP_GET_TRANSACTION
Arguments:
transaction_id: "txn_abc123def456"
4. Manage Reimbursements List and retrieve reimbursement records for approval workflows and expense analysis.
RAMP_LIST_REIMBURSEMENTS -- List reimbursements with filteringRAMP_GET_REIMBURSEMENT -- Get complete details of a specific reimbursement Key Parameters for RAMP_LIST_REIMBURSEMENTS:
user_id -- Filter by employee UUIDentity_id -- Filter by business entity UUIDfrom_date / to_date -- Date range for creation datefrom_submitted_at / to_submitted_at -- Date range for submission datefrom_transaction_date / to_transaction_date -- Underlying transaction date rangeawaiting_approval_by_user_id -- Filter for reimbursements pending a specific approversync_status -- Filter by ERP sync statushas_no_sync_commits -- true for unsynced reimbursementssync_ready -- true for reimbursements ready to syncdirection -- "BUSINESS_TO_USER" (default) or "USER_TO_BUSINESS" (repayments)page_size -- Results per page (2--100, default: 20)start -- Pagination cursor 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.
RAMP_LIST_USERS -- List users with filtering by department, role, location, entityRAMP_GET_MY_TRANSACTIONS -- Get transactions for the authenticated user Key Parameters for RAMP_LIST_USERS:
department_id -- Filter by department UUIDrole -- Filter by user roleemail -- Filter by email addressemployee_id -- Filter by employee IDentity_id -- Filter by business entity UUIDlocation_id -- Filter by location UUIDpage_size -- Results per page (2--100, default: 20) 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.
RAMP_GET_CARD -- Get detailed card information (spending limits, cardholder, fulfillment status)RAMP_FETCH_CUSTOM_ACCOUNTING_FIELD -- Fetch custom accounting field definitions
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.
Quick Reference Tool Slug Description RAMP_GET_ALL_TRANSACTIONSList all transactions with filtering RAMP_SEARCH_TRANSACTIONSSearch transactions by text query RAMP_GET_TRANSACTIONGet details of a specific transaction RAMP_GET_MY_TRANSACTIONSGet authenticated user's transactions RAMP_LIST_REIMBURSEMENTSList reimbursements with filtering RAMP_GET_REIMBURSEMENTGet details of a specific reimbursement RAMP_LIST_USERSList organization users RAMP_GET_CARDGet card details RAMP_FETCH_CUSTOM_ACCOUNTING_FIELDFetch custom accounting field config
