Ramp essentials for AI assistants
Shows how an AI assistant should use the Ramp connector safely: confirm the entity and scope first, choose the right lookup or query tool, and keep results small. It asks before any delete or feedback submission.
Use it when
- Starting any Ramp spend or card question
- Checking which Ramp entities the assistant can see
- Deciding whether a question needs a simple lookup or a joined query
Tools it uses
get_current_userload_entitiesload_departmentsload_cardsload_usersload_spend_exportload_purchase_ordersload_limitsload_locationsload_memosload_vendorsload_spend_programsload_spend_exportsexecute_queryget_ramp_categoriesclear_tablesubmit_feedback
Pull last month's card spend for the Marketing department in our US entity.
Scope: entity US Holdings | period 1 to 31 March | department Marketing | currency USD. I found 214 card transactions in that scope and totalled them by category. The largest group is software subscriptions. I have not included the second entity, which you have not asked me to cover.