---
name: review-wallet-transfers
description: "Recent money movement across treasury accounts."
title: "Review treasury transfers"
url: https://agents.ramp.com/playbooks/review-wallet-transfers
runtimes: [Claude Desktop, ChatGPT, Claude Code, Codex, Perplexity]
---

# Review treasury transfers

Treasury teams need to see cash movement, not just balances. Your agent lists recent wallet transfers with amounts, direction, and accounts so you can reconcile activity quickly.

## 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))

Show recent treasury transfers in Ramp.

Time window: [REPLACE — e.g. "last 30 days"]

For each transfer:
- Amount, direction (in/out), accounts involved, and date
- Running context on which treasury accounts were affected

Summarize total moved in and out. 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))

Show recent treasury transfers in Ramp.

Time window: [REPLACE — e.g. "last 30 days"]

For each transfer:
- Amount, direction (in/out), accounts involved, and date
- Running context on which treasury accounts were affected

Summarize total moved in and out. 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`

Show recent treasury transfers in Ramp.

Time window: [REPLACE — e.g. "last 30 days"]

For each transfer:
- Amount, direction (in/out), accounts involved, and date
- Running context on which treasury accounts were affected

Summarize total moved in and out. 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`

Show recent treasury transfers in Ramp.

Time window: [REPLACE — e.g. "last 30 days"]

For each transfer:
- Amount, direction (in/out), accounts involved, and date
- Running context on which treasury accounts were affected

Summarize total moved in and out. 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))

Show recent treasury transfers in Ramp.

Time window: [REPLACE — e.g. "last 30 days"]

For each transfer:
- Amount, direction (in/out), accounts involved, and date
- Running context on which treasury accounts were affected

Summarize total moved in and out. Read-only.
```