Ramp Plugin (pending successful app submission)

.agents/plugins/marketplace.json

@@ -1357,6 +1357,18 @@
         "authentication": "ON_INSTALL"
       },
       "category": "Productivity"
+    },
+    {
+      "name": "ramp",
+      "source": {
+        "source": "local",
+        "path": "./plugins/ramp"
+      },
+      "policy": {
+        "installation": "AVAILABLE",
+        "authentication": "ON_INSTALL"
+      },
+      "category": "Productivity"
     }
   ]
 }

plugins/ramp/.codex-plugin/plugin.json

@@ -0,0 +1,41 @@
+{
+  "name": "ramp",
+  "version": "0.1.0",
+  "description": "Ramp skills and MCP server for vendor spend analysis and finance workflows.",
+  "author": {
+    "name": "Ramp",
+    "url": "https://ramp.com"
+  },
+  "homepage": "https://docs.ramp.com/developer-api/v1/ramp-mcp",
+  "repository": "https://github.com/ramp-public/mcp-skills",
+  "license": "MIT",
+  "keywords": [
+    "ramp",
+    "finance",
+    "vendor-analysis",
+    "spend",
+    "mcp"
+  ],
+  "skills": "./skills/",
+  "mcpServers": "./.mcp.json",
+  "interface": {
+    "displayName": "Ramp",
+    "shortDescription": "Analyze vendor spend and Ramp finance data",
+    "longDescription": "Use Ramp's MCP-backed skills to analyze vendor spend, enrich vendor ownership data, and answer finance workflow questions directly from Ramp data.",
+    "developerName": "Ramp",
+    "category": "Productivity",
+    "capabilities": [
+      "Interactive",
+      "Write"
+    ],
+    "websiteURL": "https://ramp.com",
+    "privacyPolicyURL": "https://ramp.com/privacy-policy",
+    "termsOfServiceURL": "https://ramp.com/terms-of-service",
+    "defaultPrompt": [
+      "Analyze vendor spend and renewal risk in Ramp"
+    ],
+    "composerIcon": "./assets/app-icon.png",
+    "logo": "./assets/app-icon.png",
+    "screenshots": []
+  }
+}

plugins/ramp/.mcp.json

@@ -0,0 +1,8 @@
+{
+  "mcpServers": {
+    "ramp": {
+      "type": "streamable_http",
+      "url": "https://mcp.ramp.com/mcp"
+    }
+  }
+}

plugins/ramp/agents/openai.yaml

@@ -0,0 +1,14 @@
+interface:
+  display_name: "Ramp"
+  short_description: "Analyze spend, approvals, transactions, and finance workflows"
+  icon_small: "./assets/app-icon.png"
+  icon_large: "./assets/app-icon.png"
+  default_prompt: "Use Ramp to analyze spend, review approvals, or clean up transactions."
+
+dependencies:
+  tools:
+    - type: "mcp"
+      value: "ramp"
+      description: "Ramp MCP server"
+      transport: "streamable_http"
+      url: "https://mcp.ramp.com/mcp"

plugins/ramp/skills/approval-dashboard/SKILL.md

@@ -0,0 +1,256 @@
+---
+name: approval-dashboard
+description: |-
+  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.
+---
+
+## Non-Negotiables
+
+- Always show the item details before approving or rejecting. Never blind-approve.
+- Rejections require a reason. Approvals do not, but a note is helpful.
+- Confirm with the user before executing approvals — especially bulk operations.
+- Present items sorted by priority: highest dollar amount first.
+- Amounts vary by endpoint: bills are in **cents** (divide by 100), reimbursements are in **dollars**, transactions are formatted strings ("$135.40").
+
+## Workflow
+
+### Step 1: Fetch all pending items
+
+Run these in parallel to build the full approval queue. **Paginate each endpoint until there are no more results** — a single page may not return everything.
+
+```python
+# Pending transactions (paginate with next_page_cursor)
+ramp_get_user_transactions({
+  "rationale": "Retrieve transactions awaiting my approval",
+  "transactions_to_retrieve": "transactions_awaiting_my_approval",
+  "page_size": 50,
+  "include_count": true
+})
+
+# Pending bills (paginate with page_cursor)
+ramp_get_bills_for_approval({
+  "rationale": "Retrieve bills pending my approval",
+  "limit": 50
+})
+
+# Pending reimbursements (no cursor pagination tool surface — use limit)
+ramp_get_reimbursements_for_approval({
+  "rationale": "Retrieve reimbursements pending my approval",
+  "limit": 50
+})
+
+# Pending requests (paginate with start; thoughts is required)
+ramp_get_requests_to_review({
+  "rationale": "Retrieve all pending requests for review",
+  "thoughts": "Reviewing all pending requests",
+  "page_size": 50
+})
+```
+
+For each endpoint, check the pagination cursor in the response envelope. If it is not null, re-run the call with that cursor value (`next_page_cursor` for transactions, `page_cursor` for bills, `start` for requests) until all pages are fetched. Note: `ramp_get_reimbursements_for_approval` does not expose cursor-based pagination in this MCP surface — increase `limit` if you need more results. Aggregate results before presenting.
+
+### Step 2: Present the queue
+
+Summarize what's pending:
+
+```
+Approval queue: 14 items ($23,450 total)
+
+Bills (4 items, $8,200):
+  $3,500  HighSpot        Invoice #1234    Due 2026-03-28
+  $2,500  Cometeer        Invoice #5678    Due 2026-04-01
+  ...
+
+Reimbursements (6 items, $2,100):
+  $  520  Michael Scott   Uber rides       Submitted 2026-03-20
+  $  312  Oscar Martinez  Office supplies  Submitted 2026-03-22
+  ...
+
+Transactions (3 items, $12,500):
+  $5,000  Dana Alhasawi   AWS              2026-03-15
+  ...
+
+Requests (1 item, $650):
+  ...
+```
+
+### Step 3: Review and act
+
+For each item the user wants to act on, get details first:
+
+```python
+# Bill details
+ramp_get_bill_details({
+  "bill_id": "{bill_id}",
+  "rationale": "Retrieve bill details before approval review"
+})
+
+# Transaction details
+ramp_get_full_transaction_metadata({
+  "id": "{transaction_uuid}",
+  "rationale": "Retrieve full transaction details before approval review"
+})
+
+# Transaction missing items (if relevant)
+ramp_get_transaction_missing_items({
+  "id": "{transaction_uuid}",
+  "rationale": "Check whether the transaction is missing receipt, memo, or coding items"
+})
+
+# Reimbursement details (use get with specific UUID)
+ramp_get_reimbursements({
+  "reimbursement_uuids": ["{uuid}"],
+  "include_policy_assessment": true,
+  "rationale": "Retrieve reimbursement details for approval review"
+})
+```
+
+### Step 4: Execute approvals
+
+```python
+# Approve a transaction
+ramp_approve_or_reject_transaction({
+  "transaction_id": "{transaction_uuid}",
+  "action": "APPROVE",
+  "thoughts": "Reviewed — within policy",
+  "rationale": "Approve the reviewed transaction"
+})
+
+# Reject a transaction (reason required)
+ramp_approve_or_reject_transaction({
+  "transaction_id": "{transaction_uuid}",
+  "action": "REJECT_AND_REQUEST_CHANGES",
+  "thoughts": "Missing receipt and over budget",
+  "user_reason": "Please attach the receipt and update the memo",
+  "rationale": "Reject the transaction and request changes"
+})
+
+# Approve a bill — not yet available via MCP tool.
+# Bill approvals must be done in the Ramp app: https://app.ramp.com/bills
+
+# Approve a reimbursement
+ramp_approve_or_reject_reimbursement({
+  "reimbursement_id": "{reimbursement_uuid}",
+  "action": "approve",
+  "rationale": "Approve the reviewed reimbursement"
+})
+
+# Reject a reimbursement
+ramp_approve_or_reject_reimbursement({
+  "reimbursement_id": "{reimbursement_uuid}",
+  "action": "reject",
+  "user_reason": "Receipt doesn't match the claimed amount",
+  "rationale": "Reject the reimbursement with a clear reason"
+})
+
+# Approve a request
+ramp_approve_or_reject_request({
+  "request_uuid": "{request_uuid}",
+  "action": "APPROVE",
+  "thoughts": "Approved — within team budget",
+  "rationale": "Approve the reviewed request"
+})
+```
+
+### Step 5: Add comments (optional)
+
+Leave a comment on any Ramp object for context:
+
+```python
+ramp_post_comment({
+  "ramp_object_uuid": "{object_uuid}",
+  "ramp_object_type": "transaction",
+  "message": "Approved — this covers the Q1 offsite catering",
+  "rationale": "Leave context on the approved object"
+})
+```
+
+Valid object types: `bill`, `booking_request`, `card`, `payee`, `provisional_bill`, `reimbursement`, `spend_intent`, `spend_request`, `ticket`, `transaction`, `vendor_payment`.
+
+## Bulk Approval
+
+When the user wants to approve multiple items at once:
+
+1. Present all items with amounts and details
+2. Ask: "Approve all N items, or would you like to review individually?"
+3. If bulk: confirm once, then execute sequentially
+4. Report results: "Approved 12/14 items. 2 failed: [reasons]"
+
+## Transaction Approval Actions
+
+| Action | When to use |
+|---|---|
+| `APPROVE` | Item is within policy, receipt/memo present |
+| `REJECT_AND_REQUEST_CHANGES` | Needs corrections — missing memo, wrong coding, etc. |
+| `REJECT_AND_REQUEST_FULL_REPAYMENT` | Personal expense or policy violation requiring repayment |
+
+## Example Session
+
+```
+User: What needs my approval?
+
+Agent: Let me check all your pending queues.
+> ramp_get_user_transactions({ "rationale": "Checking approval queue", "transactions_to_retrieve": "transactions_awaiting_my_approval", "page_size": 50, "include_count": true })
+> ramp_get_bills_for_approval({ "rationale": "Checking approval queue", "limit": 50 })
+> ramp_get_reimbursements_for_approval({ "rationale": "Checking approval queue", "limit": 50 })
+> ramp_get_requests_to_review({ "rationale": "Checking approval queue", "thoughts": "Checking approval queue", "page_size": 50 })
+
+Approval queue: 6 items ($4,350 total)
+
+Bills (2 items, $2,700):
+  $2,200  HighSpot        Invoice #4401    Due 2026-03-28
+  $  500  Cometeer        Invoice #882     Due 2026-04-01
+
+Reimbursements (3 items, $1,430):
+  $  520  Michael Scott   Uber rides       Submitted 2026-03-20
+  $  312  Oscar Martinez  Office supplies  Submitted 2026-03-22
+  $  598  Jan Levinson    Flight change    Submitted 2026-03-23
+
+Transactions (1 item, $220):
+  $  220  Dana Alhasawi   DoorDash         2026-03-15
+
+Want to review individually or approve all?
+
+User: Approve the bills and reimbursements. Let me see the transaction first.
+
+Agent: I can approve the reimbursements now. Bills must be approved in the Ramp app — I'll send you the links.
+> ramp_approve_or_reject_reimbursement({ "reimbursement_id": "reimb-001", "action": "approve", "rationale": "Approve reviewed reimbursement" })
+> ramp_approve_or_reject_reimbursement({ "reimbursement_id": "reimb-002", "action": "approve", "rationale": "Approve reviewed reimbursement" })
+> ramp_approve_or_reject_reimbursement({ "reimbursement_id": "reimb-003", "action": "approve", "rationale": "Approve reviewed reimbursement" })
+
+3 reimbursements approved. For the 2 bills, approve them here:
+  https://app.ramp.com/bills/bill-001
+  https://app.ramp.com/bills/bill-002
+
+Now let me get details on that DoorDash transaction:
+> ramp_get_full_transaction_metadata({ "id": "txn-001", "rationale": "Retrieve transaction details before approval review" })
+> ramp_get_transaction_missing_items({ "id": "txn-001", "rationale": "Check whether the transaction is missing required items" })
+
+DoorDash $220 — Dana Alhasawi, 2026-03-15
+Memo: "Team lunch"  |  Receipt: attached  |  Accounting: complete
+
+User: Approve it
+
+Agent: > ramp_approve_or_reject_transaction({ "transaction_id": "txn-001", "action": "APPROVE", "thoughts": "Team lunch — receipt and memo present", "rationale": "Approve the reviewed transaction" })
+Done. Approval queue is clear.
+```
+
+## When NOT to Use
+
+- **Editing transaction memos or categories** — use transaction-cleanup
+
+## Gotchas
+
+| Issue | Fix |
+|---|---|
+| Bill amounts are in cents | Divide by 100 for display |
+| Reimbursement amounts are in dollars | Display as-is |
+| Transaction amounts are formatted strings | Strip "$" and "," for sorting/totaling |
+| `requests pending` requires `--thoughts` | Always include it — describe what you're doing |
+| Bill approvals are not yet exposed in this MCP surface | Send the user to the Ramp app for bill approval |
+| No undo for approvals | Confirm with user before executing. Consider dry-run style confirmation in chat before write calls. |
+| Pagination varies | Check the response cursor fields. Pass them via `next_page_cursor` (transactions), `page_cursor` (bills), `start` (requests). Reimbursements: `limit` only in this MCP surface. |

plugins/ramp/skills/approval-dashboard/agents/openai.yaml

@@ -0,0 +1,14 @@
+interface:
+  display_name: "Ramp Approval Dashboard"
+  short_description: "Review pending Ramp approvals"
+  icon_small: "./assets/app-icon.png"
+  icon_large: "./assets/app-icon.png"
+  default_prompt: "Use $approval-dashboard to review pending Ramp approvals and prepare approve or reject actions."
+
+dependencies:
+  tools:
+    - type: "mcp"
+      value: "ramp"
+      description: "Ramp MCP server"
+      transport: "streamable_http"
+      url: "https://mcp.ramp.com/mcp"