---
name: match-spend-to-owner
description: "Suggest who owns an uncoded or ambiguous charge."
title: "Match spend to the right owner"
url: https://agents.ramp.com/playbooks/match-spend-to-owner
runtimes: [Claude Desktop, ChatGPT, Claude Code, Codex, Perplexity]
---

# Match spend to the right owner

Orphan transactions stall close. Your agent uses org context and transaction details to suggest the most likely owner or department — with reasoning you can verify before reassigning.

## 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))

Help me figure out who owns an uncoded Ramp transaction.

Transaction: [REPLACE — merchant, amount, date]

Use the org structure and transaction context to suggest the most likely owner or department.
Explain your reasoning and ask me to confirm before attributing the spend. 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))

Help me figure out who owns an uncoded Ramp transaction.

Transaction: [REPLACE — merchant, amount, date]

Use the org structure and transaction context to suggest the most likely owner or department.
Explain your reasoning and ask me to confirm before attributing the spend. 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`

Help me figure out who owns an uncoded Ramp transaction.

Transaction: [REPLACE — merchant, amount, date]

Use the org structure and transaction context to suggest the most likely owner or department.
Explain your reasoning and ask me to confirm before attributing the spend. 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`

Help me figure out who owns an uncoded Ramp transaction.

Transaction: [REPLACE — merchant, amount, date]

Use the org structure and transaction context to suggest the most likely owner or department.
Explain your reasoning and ask me to confirm before attributing the spend. 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))

Help me figure out who owns an uncoded Ramp transaction.

Transaction: [REPLACE — merchant, amount, date]

Use the org structure and transaction context to suggest the most likely owner or department.
Explain your reasoning and ask me to confirm before attributing the spend. Read-only.
```