---
name: investigate-a-bill
description: "Look up a vendor bill — line items, history, comments, and status."
title: "Investigate a bill"
url: https://agents.ramp.com/playbooks/investigate-a-bill
runtimes: [Claude Desktop, ChatGPT, Claude Code, Codex, Perplexity]
---

# Investigate a bill

When finance or AP needs to understand a specific invoice, searching the portal is slow. Give your agent a vendor and timeframe and it assembles the bill detail, history, and attachments into one summary.

## 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))

I need to investigate a bill in Ramp.

Vendor: [REPLACE — vendor name]
Time window: [REPLACE — e.g. "last 30 days" or a specific bill if known]

Find the matching bill(s), then pull:
- Line items and total
- Approval history and current status
- Any comments or attached invoices

Summarize what happened and anything that looks off. Do not approve or pay.
```

## ChatGPT

Copy and run this prompt:

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

I need to investigate a bill in Ramp.

Vendor: [REPLACE — vendor name]
Time window: [REPLACE — e.g. "last 30 days" or a specific bill if known]

Find the matching bill(s), then pull:
- Line items and total
- Approval history and current status
- Any comments or attached invoices

Summarize what happened and anything that looks off. Do not approve or pay.
```

## 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`

I need to investigate a bill in Ramp.

Vendor: [REPLACE — vendor name]
Time window: [REPLACE — e.g. "last 30 days" or a specific bill if known]

Find the matching bill(s), then pull:
- Line items and total
- Approval history and current status
- Any comments or attached invoices

Summarize what happened and anything that looks off. Do not approve or pay.
```

## 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`

I need to investigate a bill in Ramp.

Vendor: [REPLACE — vendor name]
Time window: [REPLACE — e.g. "last 30 days" or a specific bill if known]

Find the matching bill(s), then pull:
- Line items and total
- Approval history and current status
- Any comments or attached invoices

Summarize what happened and anything that looks off. Do not approve or pay.
```

## Perplexity

Copy and run this prompt:

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

I need to investigate a bill in Ramp.

Vendor: [REPLACE — vendor name]
Time window: [REPLACE — e.g. "last 30 days" or a specific bill if known]

Find the matching bill(s), then pull:
- Line items and total
- Approval history and current status
- Any comments or attached invoices

Summarize what happened and anything that looks off. Do not approve or pay.
```