Skills

Official Ramp skills for AI agents — portable instruction sets that teach compatible agents how to work with Ramp. Synced from the public ramp-public/skills catalog.

Agentic Commerce

Agentic purchase

ramp-agentic-purchase

Make purchases using Ramp agent cards via browser checkout, then complete all transaction requirements (memo, tracking categories, receipt, trip). Use when asked to buy something with an agent card, make a payment using Ramp, spend from a fund, complete missing transaction items, or test the agent card payment flow. Also use when asked about agent card access, availability, or how to get started with Agentic Cards. Requires ramp CLI and a playwright-cli-driven browser (see bundled browser-checkout.md).

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Agentic Commerce

Getting Started

Apply for account

ramp-apply-for-account

Start or complete a Ramp financing application. Use for application signup, missing information, documents, banking, follow-ups, progress checks, and clear handoffs between an agent and the person applying.

CLI only

Getting Started

Get started

ramp-get-started

Hand your agent this playbook. It gets you set up on Ramp — or applying, if you're new — plus the menu of everything else you can do. Use as the one-fetch entry point for Ramp across Claude Desktop, ChatGPT, Claude Code, Codex, and Perplexity.

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Getting Started

Incorporate

ramp-incorporate

Form a US LLC through Ramp when your business doesn’t have a legal entity yet. Do not use for businesses with an EIN; use ramp-apply-for-account PATCH instead. Do not use for non-US founders or businesses without a US principal place of business.

CLI only

Getting Started

Onboard standalone agent

ramp-onboard-standalone-agent

Create, connect, and safely verify a standalone Ramp agent for a clearly defined job. Use when a Ramp admin needs a machine identity for reporting, bill intake, bill approval, payment release, or expense cleanup. For a person's initial Ramp or CLI setup, use ramp-get-started instead.

CLI only

Getting Started

Approvals

Approval dashboard

ramp-approval-dashboard

Review and approve pending transactions, bills, reimbursements, and requests. Use when: 'approve', 'pending approvals', 'what needs my approval', 'review transactions', 'approve bills', 'reject', 'approval queue', 'clear my approvals'. Do NOT use for: transaction analysis, receipt uploads, or spend tracking.

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Approvals

Travel

Book flight

ramp-book-flight

Books flights conversationally: resolves cities to airports, searches one-way and round-trip flights, presents and compares offers, previews the fare, and tickets the booking on the traveler's explicit approval. Also cancels an existing flight booking with a preview-then-confirm flow when the cancellation capability is enabled. The user describes a trip in plain language ('book a flight from Toronto to SFO') and never needs to know a CLI command or tool name. Use when someone wants to book, find, search, or compare flights, says 'fly from X to Y', or wants to cancel a flight they booked. Not for changes, refund-status follow-ups, seat selection, hotels, cars, or multi-city trips.

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Travel

Book hotel

ramp-book-hotel

Searches and books hotels conversationally: resolves the traveler, searches paginated hotel inventory, compares the selected room-rate returned for each hotel, previews the selected rate, and books only after explicit approval. Also cancels an existing hotel booking with a preview-then-confirm flow when the cancellation capability is enabled. Use when someone wants to find, compare, or book a hotel or lodging, or wants to cancel a hotel they booked. Not for flight booking, stay changes, refund-status follow-ups, or car rentals.

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Travel

Cards and Spend

Card management

ramp-card-management

Inspect a user's actual card status, then activate or safely lock/unlock a card. Use for card status, card lock questions, physical card activation, and card lock/unlock actions. For cards locked by overdue tasks, use ramp-complete-tasks to resolve the sanction before re-checking the card.

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Cards and Spend

Complete expenses

ramp-complete-expenses

Find and complete requested revisions and missing items on your transactions — receipts, memos, accounting categories, funds, and attendees. Use when: 'transaction revision requested', 'fix a rejected expense', 'missing receipts', 'upload receipt', 'attach receipt', 'receipt sweep', 'add memo', 'categorize transactions', 'missing items', 'transaction cleanup', 'fix my transactions', 'set tracking category', 'assign to fund', 'bulk memo update', 'receipt compliance'. Do NOT use for: approving transactions (use ramp-approval-dashboard), vendor documents like W-9s or contracts (use ramp-manage-vendors), or spend reporting (use ramp-spend-analysis).

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Cards and Spend

Complete tasks

ramp-complete-tasks

Find and complete items in the Ramp attention feed. Use when: 'what needs my attention', 'show my tasks', 'overdue tasks', 'complete my Ramp tasks', 'why is my card locked', or a card is locked until required tasks are completed. For approval-only queues, use ramp-approval-dashboard.

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Cards and Spend

Spend analysis

ramp-spend-analysis

Analyze spend by vendor, category, or team over a date range. Broad AI-spend questions include both financial spend and estimated token cost. Use when: 'how much did we spend on', 'vendor spend', 'SaaS review', 'spend report', 'AI spend', 'token spend', 'token usage', 'inference costs', 'total spend', 'spend by vendor', 'spend analysis', 'pull transactions for', 'cost breakdown'. Do NOT use for: approving transactions (use ramp-approval-dashboard), uploading receipts (use ramp-complete-expenses), or verifying a single bill payment (use ramp-payment-lookup).

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Cards and Spend

Spend optimization

ramp-spend-optimization

Find credible potential savings and account-control opportunities across Ramp spend, explain the evidence and confidence, and safely configure supported fund controls after an exact preview and explicit approval. Use when: "optimize my Ramp account", "find savings", "clean up recurring vendor spend", "consolidate vendor spend", "duplicate subscriptions", "oversized funds", or "move recurring vendor spend onto a controlled card". Do NOT use for a general spend report (use ramp-spend-analysis), expense cleanup or missing receipts (use ramp-complete-expenses), approvals (use ramp-approval-dashboard), subscription cancellation, or vendor-site payment changes.

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Cards and Spend

Bill Pay

Manage bills

ramp-manage-bills

Search, inspect, and manage vendor bills and invoices. Use when: 'find a bill', 'show me pending bills', 'bill details', 'look up a bill', 'draft bill details', 'bill attachments', 'what bills need my approval'. Do NOT use for: approving bills (use ramp-approval-dashboard), uploading vendor documents (use ramp-manage-vendors), or card transaction management (use ramp-complete-expenses).

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Bill Pay

Payment lookup

ramp-payment-lookup

Look up vendor bill payments and verify payment status from the terminal. Use when: 'did we pay', 'payment status', 'check if paid', 'verify payment', 'find invoice', 'bill lookup', 'was this bill paid', 'payment confirmation'. Do NOT use for: approving bills (use ramp-approval-dashboard), spend analysis across vendors (use ramp-spend-analysis), or uploading receipts (use ramp-complete-expenses).

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Bill Pay

Procurement

Manage procurement

ramp-manage-procurement

Search, inspect, track, and safely approve submitted procurement requests and purchase orders. Use when: 'find a PO', 'show procurement request details', 'purchase order status', 'what procurement requests need approval', or 'approve this PO request'. Do NOT use to create, continue, edit, review before submission, or submit a draft request (use ramp-submit-procurement-request), or for a cross-product approval queue (use ramp-approval-dashboard).

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Procurement

Submit procurement request

ramp-submit-procurement-request

Create, complete, and submit new, existing draft, or approved-PO change-request Ramp procurement requests. Use when: 'submit a procurement request', 'start a purchase request', 'continue my draft', 'request to buy', 'create a PO request', 'change an approved PO', or 'submit a software purchase'. Do NOT use to track or approve a submitted request (use ramp-manage-procurement), or for reimbursements, bills, card expenses, vendor onboarding documents, or contract changes not tied to an approved Ramp PO.

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Procurement

Vendor Management

Manage vendors

ramp-manage-vendors

Manage your vendors' documents and onboarding materials — upload vendor documents such as W-9/W-8 tax forms, contracts, COIs, payment instructions, and onboarding paperwork, then check bulk upload OCR and matching status. Use when: 'upload a W9', 'attach a vendor contract', 'bulk upload supplier docs', 'check vendor document status', 'upload a COI for a vendor'. Do NOT use for card transaction receipts (use ramp-complete-expenses) or bill invoice attachments (use ramp-manage-bills).

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Vendor Management

Reimbursements

Submit reimbursement

ramp-submit-reimbursement

Submit an out-of-pocket reimbursement from a receipt. Use when: 'submit reimbursement', 'reimburse me', 'I paid out of pocket', 'expense a receipt', 'file reimbursement', 'OOP expense', 'I bought something for work'. Do NOT use for: approving reimbursements (use ramp-approval-dashboard), uploading receipts to card transactions (use ramp-complete-expenses), or editing existing reimbursements.

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Reimbursements