Ramp Automation

Ramp Automation - Enterprise Financial Automation Solution

Skill Overview

The Ramp Automation skill connects to the Ramp platform through the Rube MCP server, helping enterprises automatically retrieve corporate card transactions, manage reimbursement workflows, query user information, and track expense spending. It is suitable for financial automation and accounting workflow scenarios.

Use Cases

1. Automated Corporate Expense Management

Finance teams can automatically retrieve corporate card transaction records within a specified time range, filter expense data by department, user, or merchant, generate monthly expense reports, and identify transactions that need additional explanations (e.g., records missing notes). This improves expense accounting efficiency.

2. Reimbursement Approval Workflow

Administrators can batch-query reimbursement requests pending approval, filter by employee, business entity, or submission date, review reimbursement details and status, and identify reimbursement records that are ready to be synchronized to the accounting system—simplifying reimbursement workflow management.

3. Accounting System Integration

By filtering transactions and reimbursement records that are already synced or pending sync, Ramp financial data can be pushed to the ERP system. It supports multi-dimensional filtering such as transaction status, amount ranges, accounting fields, and more, enabling automated financial data flow.

Core Features

1. Transaction Query and Search

Supports retrieving all corporate card transaction records. Enables multi-criteria filtering by date range, user, card, department, merchant, amount, transaction status (including rejected transactions), ERP sync status, and more. Also provides the ability to search transactions by merchant name or notes. Up to 100 records are returned per page.

2. Reimbursement Record Management

Provides reimbursement list and detail queries. Supports filtering by employee reimbursements, items pending approval, and records already synced to ERP. Supports bidirectional reimbursement types (company to employee, employee to company) and filtering by transaction date or submission date, making it easy to track the entire reimbursement lifecycle.

3. User and Card Information Query

Allows listing users within the organization (filter by department, role, email, etc.), retrieving the current user’s transaction records, viewing card details (including credit limit, cardholder, and delivery status), and configuring custom accounting fields to help administrators understand account and permission distribution.

Frequently Asked Questions

What prerequisites does the Ramp Automation skill require?

Before use, you must deploy and connect a Rube MCP server to https://rube.app/mcp, and ensure an active connection for the Ramp tool bundle has been established via RUBE_MANAGE_CONNECTIONS. Only then can query and management operations be performed.

How do I filter Ramp transactions for a specific date range?

When using RAMP_GET_ALL_TRANSACTIONS or RAMP_LIST_REIMBURSEMENTS, provide ISO 8601 formatted datetime parameters (e.g., 2026-02-01T00:00:00Z), and set from_date and to_date (or from_submitted_at / to_submitted_at) to define the range.

Can Ramp transactions be automatically synced to the ERP system?

The skill itself does not perform syncing, but you can filter transactions and reimbursement records that are ready for sync or not yet synced using parameters such as sync_status, sync_ready, or has_no_sync_commits. An external system can then push these records to the ERP system to enable automated integration.

What transaction filtering criteria does Ramp Automation support?

Supports filtering by user ID, card ID, department ID, merchant ID, entity ID, amount range (USD), transaction status (set to "ALL" to include rejected transactions), approval status, ERP sync status, whether notes are missing, and whether merchant data is included. Results can also be sorted by date or amount.

How do I connect to the Ramp MCP server?

In the Rube MCP server configuration, add a Ramp connection, and ensure the server can access the https://rube.app/mcp endpoint. Then, use the RUBE_MANAGE_CONNECTIONS tool to check or create a connection for the Ramp tool bundle. When the status shows as active, it can be used.