Ramp

In flight

The Ramp connector ships with the Conversational FP&A recipe build. This page is a stub of the planned spec — file an issue if you need it sooner.

Connect to Ramp to import card transactions, spend by merchant/category/employee, and real-time spend vs. budget. Used by US entities — pair with Moss for DE.

Setup

1. In Ramp, go to Settings → API → New Application.
2. Note the Client ID and Client Secret.
3. (Optional) Configure a webhook for near-real-time updates.

Configuration

curl -X POST $API/api/v1/sources \
  -H "authorization: Bearer $TOKEN" -H 'content-type: application/json' \
  -d '{
    "name": "ramp-us",
    "connector": "ramp",
    "realm": "fin-master",
    "config": {
      "client_id": "…",
      "client_secret": "…",
      "entity": "us",
      "webhook_secret": "…"
    }
  }'

Field	Type	Required	Description
client_id / client_secret	secret	Yes	Ramp API credentials.
entity	string	No	Free-form tag the recipe joins on. Use us to match the FP&A recipe.
webhook_secret	secret	No	If set, Agentcy verifies inbound Ramp webhooks for near-real-time syncs.

Tools (planned)

• ramp.list_transactions(date_range, filters)
• ramp.list_cards()
• ramp.get_employee_spend(employee_id, period)
• ramp.get_category_spend(category, period)

Used by

• Recipe: Conversational FP&A — combined with Moss for DE
• Recipe: FinOps cost watch