📦 deps(thirdparty): update snapshots
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---
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name: Ramp Automation
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description: "Ramp Automation: manage corporate card transactions, reimbursements, users, and expense tracking via the Ramp platform"
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requires:
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mcp: [rube]
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---
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# Ramp Automation
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Automate Ramp corporate finance operations including retrieving transactions, managing reimbursements, searching expenses, viewing card details, and listing users for expense management and accounting workflows.
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**Toolkit docs:** [composio.dev/toolkits/ramp](https://composio.dev/toolkits/ramp)
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---
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## Setup
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This skill requires the **Rube MCP server** connected at `https://rube.app/mcp`.
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Before executing any tools, ensure an active connection exists for the `ramp` toolkit. If no connection is active, initiate one via `RUBE_MANAGE_CONNECTIONS`.
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---
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## Core Workflows
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### 1. List All Transactions
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Retrieve all corporate card transactions with comprehensive filtering options.
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**Tool:** `RAMP_GET_ALL_TRANSACTIONS`
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**Key Parameters:**
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- `from_date` -- Transactions after this date (ISO 8601 datetime)
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- `to_date` -- Transactions before this date (ISO 8601 datetime, default: today)
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- `user_id` -- Filter by user UUID
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- `card_id` -- Filter by physical card UUID
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- `department_id` -- Filter by department UUID
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- `merchant_id` -- Filter by merchant UUID
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- `entity_id` -- Filter by business entity UUID
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- `min_amount` / `max_amount` -- Amount range filter (USD)
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- `state` -- Transaction state; set to `"ALL"` to include declined transactions
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- `approval_status` -- Filter by approval status
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- `sync_status` -- Filter by ERP sync status (supersedes `sync_ready` and `has_no_sync_commits`)
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- `has_no_sync_commits` -- `true` for unsynced transactions
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- `sync_ready` -- `true` for transactions ready to sync to ERP
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- `requires_memo` -- `true` for transactions missing required memos
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- `include_merchant_data` -- `true` to include full purchase data from merchant
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- `page_size` -- Results per page (2--100, default: 20)
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- `start` -- Pagination cursor: ID of last entity from previous page
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- `order_by_date_desc` / `order_by_date_asc` -- Sort by date
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- `order_by_amount_desc` / `order_by_amount_asc` -- Sort by amount
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**Example:**
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```
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Tool: RAMP_GET_ALL_TRANSACTIONS
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Arguments:
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from_date: "2026-02-01T00:00:00Z"
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to_date: "2026-02-11T23:59:59Z"
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page_size: 50
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order_by_date_desc: true
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```
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---
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### 2. Search Transactions
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Search transactions by merchant name, memo, or other transaction details.
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**Tool:** `RAMP_SEARCH_TRANSACTIONS`
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**Key Parameters:**
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- `query` (required) -- Search text for merchant name, memo, or other details
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- All filter parameters from `RAMP_GET_ALL_TRANSACTIONS` are also available
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**Example:**
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```
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Tool: RAMP_SEARCH_TRANSACTIONS
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Arguments:
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query: "AWS"
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from_date: "2026-01-01T00:00:00Z"
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page_size: 25
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```
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---
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### 3. Get Transaction Details
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Retrieve complete details of a specific transaction including merchant details, receipts, accounting codes, and dispute information.
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**Tool:** `RAMP_GET_TRANSACTION`
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**Key Parameters:**
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- `transaction_id` (required) -- ID of the transaction
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**Example:**
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```
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Tool: RAMP_GET_TRANSACTION
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Arguments:
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transaction_id: "txn_abc123def456"
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```
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---
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### 4. Manage Reimbursements
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List and retrieve reimbursement records for approval workflows and expense analysis.
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**Tools:**
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- `RAMP_LIST_REIMBURSEMENTS` -- List reimbursements with filtering
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- `RAMP_GET_REIMBURSEMENT` -- Get complete details of a specific reimbursement
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**Key Parameters for `RAMP_LIST_REIMBURSEMENTS`:**
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- `user_id` -- Filter by employee UUID
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- `entity_id` -- Filter by business entity UUID
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- `from_date` / `to_date` -- Date range for creation date
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- `from_submitted_at` / `to_submitted_at` -- Date range for submission date
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- `from_transaction_date` / `to_transaction_date` -- Underlying transaction date range
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- `awaiting_approval_by_user_id` -- Filter for reimbursements pending a specific approver
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- `sync_status` -- Filter by ERP sync status
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- `has_no_sync_commits` -- `true` for unsynced reimbursements
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- `sync_ready` -- `true` for reimbursements ready to sync
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- `direction` -- `"BUSINESS_TO_USER"` (default) or `"USER_TO_BUSINESS"` (repayments)
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- `page_size` -- Results per page (2--100, default: 20)
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- `start` -- Pagination cursor
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**Example:**
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```
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Tool: RAMP_LIST_REIMBURSEMENTS
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Arguments:
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from_date: "2026-02-01T00:00:00Z"
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sync_ready: true
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page_size: 50
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```
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---
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### 5. List Users and Get My Transactions
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View organization users and personal transaction history.
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**Tools:**
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- `RAMP_LIST_USERS` -- List users with filtering by department, role, location, entity
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- `RAMP_GET_MY_TRANSACTIONS` -- Get transactions for the authenticated user
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**Key Parameters for `RAMP_LIST_USERS`:**
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- `department_id` -- Filter by department UUID
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- `role` -- Filter by user role
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- `email` -- Filter by email address
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- `employee_id` -- Filter by employee ID
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- `entity_id` -- Filter by business entity UUID
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- `location_id` -- Filter by location UUID
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- `page_size` -- Results per page (2--100, default: 20)
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**Example:**
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```
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Tool: RAMP_LIST_USERS
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Arguments:
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role: "ADMIN"
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page_size: 50
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```
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---
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### 6. View Card Details and Accounting Fields
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Retrieve card information and custom accounting field configurations.
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**Tools:**
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- `RAMP_GET_CARD` -- Get detailed card information (spending limits, cardholder, fulfillment status)
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- `RAMP_FETCH_CUSTOM_ACCOUNTING_FIELD` -- Fetch custom accounting field definitions
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---
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## Known Pitfalls
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| Pitfall | Detail |
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|---------|--------|
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| **Pagination required** | All list endpoints return paginated results. Use the `start` parameter with the ID of the last entity from the previous page to iterate. |
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| **Date format** | All date parameters must be ISO 8601 datetime format (e.g., `"2026-02-11T00:00:00Z"`). Plain date strings will fail. |
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| **sync_status priority** | When `sync_status` is set, it supersedes both `has_no_sync_commits` and `sync_ready` parameters. |
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| **Amount filters in USD** | `min_amount` and `max_amount` are in USD. Ensure correct currency context when filtering. |
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| **state=ALL for declined** | By default, declined transactions are excluded. Set `state: "ALL"` to include them in results. |
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| **page_size bounds** | Must be between 2 and 100. Default is 20. Values outside this range cause errors. |
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---
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## Quick Reference
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| Tool Slug | Description |
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|-----------|-------------|
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| `RAMP_GET_ALL_TRANSACTIONS` | List all transactions with filtering |
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| `RAMP_SEARCH_TRANSACTIONS` | Search transactions by text query |
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| `RAMP_GET_TRANSACTION` | Get details of a specific transaction |
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| `RAMP_GET_MY_TRANSACTIONS` | Get authenticated user's transactions |
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| `RAMP_LIST_REIMBURSEMENTS` | List reimbursements with filtering |
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| `RAMP_GET_REIMBURSEMENT` | Get details of a specific reimbursement |
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| `RAMP_LIST_USERS` | List organization users |
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| `RAMP_GET_CARD` | Get card details |
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| `RAMP_FETCH_CUSTOM_ACCOUNTING_FIELD` | Fetch custom accounting field config |
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---
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*Powered by [Composio](https://composio.dev)*
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