---
name: vendor-spend-profile
description: "360° vendor view — spend, contracts, open bills, and renewal risk."
title: "Build a vendor spend profile"
url: https://agents.ramp.com/playbooks/vendor-spend-profile
runtimes: [Claude Desktop, ChatGPT, Claude Code, Codex, Perplexity]
---

# Build a vendor spend profile

Before a vendor call or renewal negotiation, you need the full picture. Your agent combines spend history, contracts, and open AP items into one vendor profile with actionable follow-ups.

## 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))

Build a spend profile for this vendor in Ramp.

Vendor: [REPLACE — vendor name]

Include:
1. Recent card and bill spend — totals and trend if data allows
2. Active contracts or agreements — value, renewal date, auto-renew status
3. Open bills or POs tied to this vendor
4. Recommended follow-ups (renewal risk, duplicate payments, missing docs)

Read-only. Do not edit vendors, bills, or contracts.
```

## ChatGPT

Copy and run this prompt:

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

Build a spend profile for this vendor in Ramp.

Vendor: [REPLACE — vendor name]

Include:
1. Recent card and bill spend — totals and trend if data allows
2. Active contracts or agreements — value, renewal date, auto-renew status
3. Open bills or POs tied to this vendor
4. Recommended follow-ups (renewal risk, duplicate payments, missing docs)

Read-only. Do not edit vendors, bills, or contracts.
```

## 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`

Build a spend profile for this vendor in Ramp.

Vendor: [REPLACE — vendor name]

Include:
1. Recent card and bill spend — totals and trend if data allows
2. Active contracts or agreements — value, renewal date, auto-renew status
3. Open bills or POs tied to this vendor
4. Recommended follow-ups (renewal risk, duplicate payments, missing docs)

Read-only. Do not edit vendors, bills, or contracts.
```

## 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`

Build a spend profile for this vendor in Ramp.

Vendor: [REPLACE — vendor name]

Include:
1. Recent card and bill spend — totals and trend if data allows
2. Active contracts or agreements — value, renewal date, auto-renew status
3. Open bills or POs tied to this vendor
4. Recommended follow-ups (renewal risk, duplicate payments, missing docs)

Read-only. Do not edit vendors, bills, or contracts.
```

## Perplexity

Copy and run this prompt:

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

Build a spend profile for this vendor in Ramp.

Vendor: [REPLACE — vendor name]

Include:
1. Recent card and bill spend — totals and trend if data allows
2. Active contracts or agreements — value, renewal date, auto-renew status
3. Open bills or POs tied to this vendor
4. Recommended follow-ups (renewal risk, duplicate payments, missing docs)

Read-only. Do not edit vendors, bills, or contracts.
```