---
name: audit-team-cards-and-funds
description: "Active cards and fund balances for your team."
title: "Audit team cards and funds"
url: https://agents.ramp.com/playbooks/audit-team-cards-and-funds
runtimes: [Claude Desktop, ChatGPT, Claude Code, Codex, Perplexity]
---

# Audit team cards and funds

Managers need visibility into team spend limits without exporting spreadsheets. Your agent lists active cards and funds for the people you name, and flags limits that need attention.

## 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
- Ramp connector enabled in Claude Desktop ([connector directory](https://claude.ai/directory/61bac03c-3f98-4b3c-affb-1b99533fa82c))

Audit cards and funds for my team in Ramp.

Team: [REPLACE — department, manager name, or "my direct reports"]

Show:
- Active cards with limits and spend-to-date if available
- Funds tied to those users with remaining balance

Flag cards near their limit or without recent activity. Read-only.
```

## ChatGPT

Copy and run this prompt:

```
## Before you run
- Ramp connector enabled in ChatGPT ([app](https://chatgpt.com/apps/ramp/asdk_app_69250fb6281c819195b52a1556b0060c))

Audit cards and funds for my team in Ramp.

Team: [REPLACE — department, manager name, or "my direct reports"]

Show:
- Active cards with limits and spend-to-date if available
- Funds tied to those users with remaining balance

Flag cards near their limit or without recent activity. Read-only.
```

## Claude Code

Copy and run this prompt:

```
## Before you run
- Ramp CLI installed: `curl -fsSL https://agents.ramp.com/install.sh | bash`
- Logged in: `ramp auth login`

Audit cards and funds for my team in Ramp.

Team: [REPLACE — department, manager name, or "my direct reports"]

Show:
- Active cards with limits and spend-to-date if available
- Funds tied to those users with remaining balance

Flag cards near their limit or without recent activity. Read-only.
```

## Codex

Copy and run this prompt:

```
## Before you run
- Ramp CLI installed: `curl -fsSL https://agents.ramp.com/install.sh | bash`
- Logged in: `ramp auth login`

Audit cards and funds for my team in Ramp.

Team: [REPLACE — department, manager name, or "my direct reports"]

Show:
- Active cards with limits and spend-to-date if available
- Funds tied to those users with remaining balance

Flag cards near their limit or without recent activity. Read-only.
```

## Perplexity

Copy and run this prompt:

```
## Before you run
- Ramp connector enabled in Perplexity ([connector](https://www.perplexity.ai/computer/connectors?connector=ramp))

Audit cards and funds for my team in Ramp.

Team: [REPLACE — department, manager name, or "my direct reports"]

Show:
- Active cards with limits and spend-to-date if available
- Funds tied to those users with remaining balance

Flag cards near their limit or without recent activity. Read-only.
```