Ramp

Activate Card

Get an answer to a question about the expense policy or funds (amount, restrictions, etc).

Use this tool when the user asks about expense policy rules, spending limits, fund restrictions, or whether certain purchases are allowed under company policy.

Retrieves trips made that intersect with the interval of [start_date, end_date].

Show available funds/budgets that a specific transaction can be reassigned to.

Resolves locations (airports/cities) available for booking a flight from user intent.

Returns locations where flights can be booked from or to, which may include:

• Individual airports (e.g., JFK, SFO, LAX)
• City groups with multiple airports (e.g., NYC includes JFK, LGA, EWR)
• Major travel destinations with flight availability

View all details, memos, funds, and receipts for a specific transaction.

Retrieve funds (also known as cards or budgets) that belong to the current user or other users.

Use this tool when users ask about:

• Their funds, cards, or budgets (e.g., "show me my funds", "what cards do I have?")
• What they can buy from a specific fund
• Why their card is locked or not working (e.g., "why is my card locked?", "why can't I use my card?")
• Fund balances, restrictions, or lock status

When querying for a specific person's funds, first call GetOrgChart to get their UUID, then use the user_uuids parameter. For queries about "my funds", use funds_to_retrieve=MY_FUNDS. To search by fund name, use search_by_fund_display_name. For card lock questions, set include_lock_info=True to get lock details.

Look up GSA (General Services Administration) per diem rates for a specific city and state.

Returns multiple rate levels when available (city-specific, county, or standard rates), with the most specific rate listed first.

Get Ramp Context

<Terminology> <Funds> Also known as: policy, allocation, limit, spend limit, stipend, budget, spend program.

Definition: A pool of money with rules and controls that employees can spend against. Virtual cards are usually tied to specific funds.

Relevant tools: • get-funds (list balances) • get-changeable-funds-for-transaction (find alternative funds) • reassign-transaction-fund (move a transaction to another fund) • answer-expense-policy-question (rules about how funds can be used) </Funds>

<Cards> Also known as: Ramp card, physical card, virtual card.

Definition: A payment card issued to an employee. Ramp card = the primary physical card. Virtual card = card tied to specific funds for online or dedicated use.

Relevant tools: • get-cards (list cards) • activate-physical-card (activate a new card) • update-card-status (lock/unlock a card) • get-funds (check balances or limits of the funds backing a card) </Cards>

<Trips> Also known as: travel booking, itinerary, travel reservation.

Definition: Travel details for an individual, including start/end locations and a date range. May include flights, hotel stays, and car rentals.

Relevant tools: • get-trips (retrieve booked trips) • search-flight-locations (resolve airport/city codes) </Trips> </Terminology>

Do not call this tool. This tool does not output anything.

Get transaction history for the current user.

limit takes precedence over up_to_days so if you want to get all transactions in a given time frame, do not specify limit.

If the user did not ask for a specific number or transactions or a time frame, assume they want to see the latest 10 transactions.

Check what receipts, memos, or accounting items are missing from a specific transaction.

Get AI-suggested memo/note options for a specific transaction.

Search and retrieve expense transactions from Ramp

This tool helps you find card transactions. Use this tool when users want to:

• View their recent transactions or expenses
• Search for specific purchases by merchant, amount, or description
• Find transactions that need approval
• Analyze spending patterns
• Review transactions by specific team members
• Look up transactions with missing documentation and retrieve suggestions

The tool returns structured transaction data including amounts, merchants, dates, employee names, policy compliance status, and missing documentation requirements + suggestions

List Cards

Lock Or Unlock Card

Change which fund/budget a specific transaction is assigned to.

Add or update a memo/note on a specific transaction using its transaction ID.