Secure Ramp access for AI agents

Manage corporate cards, transactions, reimbursements, bills, purchase orders, funds, vendors, treasury accounts, and travel bookings, plus run spend analytics, using Ramp's official MCP server.

Through Ramp, agents can work your spend-management platform — corporate cards, transactions, employee reimbursements, bills and invoices, purchase orders and procurement requests, funds and budgets, vendor records and contracts, treasury accounts, travel bookings, and spend analytics — using Ramp's official hosted MCP server. Every call runs through your policies and is logged for audit.

Server URL: https://mcp.ramp.com/mcp

Before you begin

  • A Ramp account that can reach the spend data your agents need. Ramp supports dynamic client registration, so there is no OAuth app to create on Ramp's side.
  • Administrator access to your SecureAuth Agent Authority workspace, to add the resource.

Setup

  1. Navigate to Resources and click Add Resource
  2. Select Ramp from the catalog
  3. Choose Per-org dynamic registration, the only mode Ramp offers — picking the card installs the resource with all tools pre-configured

When you save, the gateway sends you to Ramp to sign in (through your SSO, if configured) and click Approve. Review the permissions on the next page and authorize. You return to the gateway with your Ramp account connected.

Access is per user. Each additional user connects their own Ramp account the first time their agent calls a Ramp tool: the gateway returns a sign-in link, the user authorizes once, and the tools work from then on. Navigate to Connections to manage linked accounts.

Ramp's own role-based permissions (cardholder, manager or approver, admin) still apply — the gateway never widens access beyond what the authorizing user could already do in Ramp, it only narrows it.

Verify the connection

After you save, the gateway syncs the available Ramp tools automatically. To confirm the connection works end to end, ask your agent to run a request, for example:

Ramp list users

If your users come back, the connection is working.

Dynamic client registration

This is the mode card labeled Per-org dynamic registration on the Ramp configure page. No app needs creating on Ramp's side and no client ID or secret to enter: the gateway registers an OAuth client with Ramp per organization at install time.

Available tools

Ramp exposes a large tool surface (130 tools). They're grouped below by area.

Cards

ToolDescription
ramp_activate_cardActivate a physical or virtual card
ramp_lock_or_unlock_cardLock or unlock a card
ramp_unlock_fraud_locked_cardUnlock a card that was locked due to suspected fraud
ramp_get_decline_explanationExplain why a transaction was declined
ramp_limit_increaseIncrease the spending limit on a fund or card
ramp_update_transaction_amount_limitUpdate the per-transaction limit on a fund or card
ramp_enroll_business_in_agent_cardsEnroll the business in agent cards for agentic commerce
ramp_get_agent_card_credsGet a one-time payment token for a fund
ramp_get_agent_card_fundsList funds eligible for agent card payments
ramp_pay_with_x402Pay an x402 payment request from the stablecoin balance

Transactions

ToolDescription
ramp_get_transactionsSearch and retrieve card transactions
ramp_get_full_transaction_metadataView all details, memos, funds, and receipts for a transaction
ramp_get_transaction_missing_itemsCheck what's missing from a transaction (receipt, memo, coding)
ramp_get_transaction_suggested_memosGet AI-suggested memos for a transaction
ramp_edit_transactionEdit a transaction's memo, funds, category, trip, or attendees
ramp_splitSplit a transaction into line items, or update an existing split
ramp_approve_or_reject_transactionApprove, reject, or request repayment on a transaction
ramp_request_transaction_repaymentAsk a cardholder to repay a transaction (reviewer action)
ramp_mark_transaction_missing_receiptFlag a transaction as having no receipt
ramp_provide_no_receipt_reasonProvide a reason why a transaction has no receipt
ramp_upload_receipt_fileUpload a receipt from base64 file content
ramp_mark_ready_to_syncMark transactions as ready to sync to the accounting provider
ramp_get_candidate_trips_for_transactionFind trips that could be related to a transaction
ramp_search_merchantsSearch for merchants by name
ramp_merchant_categoriesList available spend categories

Reimbursements

ToolDescription
ramp_get_reimbursementsSearch and retrieve reimbursements
ramp_search_reimbursementsSearch reimbursements across the business
ramp_search_user_reimbursementsSearch reimbursements with text and structured filters
ramp_get_user_recent_reimbursementsGet the current user's recent reimbursement history
ramp_get_reimbursements_for_approvalGet reimbursements pending the current user's approval
ramp_approve_or_reject_reimbursementApprove or reject an employee reimbursement
ramp_create_reimbursement_from_receiptCreate a draft reimbursement from an uploaded receipt
ramp_edit_reimbursementEdit fields on a draft/existing reimbursement
ramp_duplicate_reimbursementDuplicate an existing reimbursement as a new draft
ramp_submit_reimbursementSubmit a draft reimbursement for approval
ramp_resubmit_reimbursementRevert a rejected reimbursement to draft
ramp_cancel_reimbursement_paymentCancel a pending reimbursement payout
ramp_get_reimbursement_receiptsRetrieve receipts attached to a reimbursement
ramp_get_outstanding_reimbursements_by_currencyList reimbursements affected by a currency change
ramp_estimate_mileage_reimbursementEstimate a mileage reimbursement amount
ramp_estimate_per_diem_amountEstimate a per diem reimbursement amount

Bills & invoices

ToolDescription
ramp_list_billsList and filter bills
ramp_search_billsSearch for bills by vendor, amount, or invoice number
ramp_get_bill_detailsGet comprehensive details on a submitted bill
ramp_get_draft_bill_detailsGet details on a draft (not yet submitted) bill
ramp_get_bill_statusGet the payment/approval status of a bill
ramp_get_bill_historyGet a bill's full modification/approval history
ramp_get_bill_commentsRetrieve a bill's comment thread
ramp_get_bill_invoicesRetrieve invoice file attachments for a bill
ramp_get_bill_amount_summaryGet aggregate dollar amounts for bills matching filters
ramp_get_bill_metricsGet the count of bills matching filters
ramp_get_bills_for_approvalGet bills pending the current user's approval
ramp_get_recurring_billGet details on a recurring bill template
ramp_post_commentPost a comment on a bill (or other Ramp object)

Purchase orders & procurement

ToolDescription
ramp_search_purchase_ordersSearch purchase orders with structured filters
ramp_get_purchase_order_detailsGet comprehensive details on a purchase order
ramp_ramp_bulk_close_purchase_ordersClose one or more purchase orders
ramp_ramp_bulk_reopen_purchase_ordersReopen one or more closed purchase orders
ramp_procurement_requests_draftCreate or update a procurement request draft
ramp_procurement_requests_getRefresh a procurement draft's current form state
ramp_procurement_requests_deleteDelete an abandoned procurement draft
ramp_procurement_submitSubmit a procurement draft for approval
ramp_procurement_spend_intentsList procurement spend programs available to draft against
ramp_search_unified_requestsSearch purchase orders, fund requests, and approval requests
ramp_get_unified_request_detailsGet detailed information on a unified request
ramp_get_requests_to_reviewGet requests pending the current user's review
ramp_approve_or_reject_requestApprove or reject a unified request (fund/PO/procurement)

Funds, treasury & accounts

ToolDescription
ramp_get_fundsRetrieve funds (cards/budgets) for the user or others
ramp_issue_one_off_fundsIssue new funds directly, bypassing approval flows
ramp_request_fundsRequest funds for a banking account
ramp_lock_or_unlock_spend_allocationLock or unlock a fund at the fund level
ramp_lock_or_unlock_spend_allocation_memberLock or unlock one member's access to a fund
ramp_update_category_restrictionsUpdate a fund's category whitelist/blacklist
ramp_update_merchant_restrictionsUpdate a fund's merchant whitelist/blacklist
ramp_answer_policy_questionAnswer a question about expense policy or fund restrictions
ramp_list_business_accountsList Ramp Checking Accounts for the business
ramp_list_treasury_accountsList all Treasury accounts (checking, investment, portfolios)
ramp_get_ramp_business_account_balanceGet Ramp Checking Account balances
ramp_get_investment_account_balanceGet investment account balances
ramp_get_managed_portfolio_account_balanceGet managed portfolio account balances
ramp_get_account_balance_historyGet daily balance history for a checking account
ramp_get_treasury_balance_historyGet daily balance history across all treasury accounts
ramp_list_wallet_transfersList deposits, withdrawals, and other wallet transfers
ramp_accountsList connected bank accounts
ramp_createCreate a manually connected bank account
ramp_account_numbersList agent account numbers

Vendors, contracts & tracking

ToolDescription
ramp_search_vendorsSearch for vendors (payees) by name
ramp_create_pending_payeeCreate a pending vendor/payee record
ramp_get_vendor_agreementGet details on a specific vendor agreement/contract
ramp_list_vendor_agreementsList and filter vendor agreements/contracts
ramp_get_vendor_document_bulk_statusGet bulk vendor document upload/review status
ramp_get_tracking_categoriesList active accounting tracking categories
ramp_get_tracking_category_optionsList options for a tracking category
ramp_departmentsList company departments
ramp_get_org_chartGet a user's org chart (manager, reports)
ramp_list_usersSearch users across the business
ramp_get_simplified_user_detailGet the current user's own details
ramp_search_userMatch a name to a Ramp user for adding as an attendee

Travel

ToolDescription
ramp_get_bookingsRetrieve flight, hotel, and car rental bookings
ramp_get_booking_detailsGet detailed status for one booking
ramp_create_tripCreate a new trip
ramp_get_user_tripsFetch trips for the acting user
ramp_get_flight_booking_locationsResolve airports/cities available for flight booking
ramp_search_flightsSearch flights and return policy-tagged offers
ramp_submit_flight_bookingPreview and confirm a flight booking
ramp_search_hotelSearch hotels via the canonical Ramp inventory
ramp_get_hotel_ratesGet room-rate options for a selected hotel
ramp_submit_hotel_bookingPreview and confirm a hotel booking
ramp_get_traveler_profileRetrieve traveler identity/contact profile details
ramp_update_traveler_profileUpdate traveler identity/contact profile details
ramp_list_traveler_loyalty_programsList saved traveler loyalty programs
ramp_set_traveler_loyalty_programSet a loyalty program on the traveler profile
ramp_update_traveler_loyalty_programUpdate a saved loyalty program by ID
ramp_add_traveler_loyalty_programAdd a traveler loyalty program (compatibility route)
ramp_remove_traveler_loyalty_programRemove a saved loyalty program

Analytics & AI spend

ToolDescription
ramp_execute_analyst_queryRun read-only SQL for aggregate business analysis
ramp_get_analyst_catalogDiscover available analyst tables and starter SQL
ramp_get_analyst_metric_metadataDiscover supported analyst metrics
ramp_get_analyst_table_domain_docsRead domain docs for an analyst table
ramp_get_analyst_spend_facts_domain_docsRead domain docs for the spend_facts table
ramp_get_attention_feedGet the homepage attention feed (approvals, missing items)
ramp_get_ai_token_spend_aggregatesAggregate AI token usage/cost across dimensions
ramp_get_my_ai_token_spend_aggregatesAggregate the acting user's own AI token spend
ramp_get_ai_token_spend_current_spendReport actual Ramp spend on AI vendors (trailing 30 days)
ramp_get_ai_token_spend_connectionsSummarize which AI providers are connected
ramp_get_ai_token_spend_filter_optionsList filter/group-by dimensions for AI-spend aggregates

Admin & misc

ToolDescription
ramp_get_more_toolsReport a missing capability to Ramp
ramp_token_infoGet auth level, granted scopes, and unavailable tools
ramp_search_help_center_snippetsSemantic search over Ramp's help center docs
submit_feedbackSubmit feedback about the Ramp MCP server itself

Required scopes

Nothing needs configuring on the gateway side. Ramp publishes a granular scope list (cards:read, transactions:write, reimbursements:write, and around forty more), but the connector pre-declares none of them: Ramp resolves the level at authorization time and then enforces the authenticated user's own role-based permissions.

A user who wants to see what their connection actually got can ask their agent to call ramp_token_info, which reports the auth level, the granted scopes, and any tools that are unavailable as a result.

Policy examples

Read-only spend visibility — allow lookups, deny everything that reads or moves money forward:

Allow - MCP: ramp - Tools: ramp_get_*, ramp_list_*, ramp_search_* - Effect: Allow
Deny  - MCP: ramp - Tools: * - Effect: Deny

Approvals without money movement — let an approver work the queue without being able to issue funds, move money, or touch cards:

Allow - MCP: ramp - Tools: ramp_approve_or_reject_reimbursement, ramp_approve_or_reject_request, ramp_approve_or_reject_transaction - Effect: Allow
Deny  - MCP: ramp - Tools: ramp_issue_one_off_funds, ramp_request_funds, ramp_pay_with_x402, ramp_activate_card, ramp_lock_or_unlock_card, ramp_lock_or_unlock_spend_allocation, ramp_lock_or_unlock_spend_allocation_member - Effect: Deny

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