How to integrate Ramp MCP with Hermes

Activates an unactivated card for the user.

Compatibility route for callers that have not migrated to SetTravelerLoyaltyProgram

Provide user_email for a human or agent_id for a standalone agent; role defaults to MEMBER.

Returns active agent-managed account numbers and all payment details available for receiving funds.

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

Results are sorted by estimated cost in descending order, then by API key ID in ascending order.

The authenticated user must be the next required approver on the bill's approval chain.

Use this tool when the user wants to approve or reject a reimbursement.

Use this tool when a user wants to approve or reject a specific request they have identified or referenced.

Use this tool when the user wants to approve a transaction, send it back for revisions, or require the cardholder to repay the full amount.

Archive a fund to prevent spend and hide it from users

closing its current RFX.

Cancel the payment on a reimbursement that has been approved but not yet paid out

Closing cascades to every non-terminal child RFX: each is transitioned to CLOSED, which blocks further vendor submissions and grading and voids any outstanding e-sign envelopes.

Use this after the cardholder has addressed the requested changes and explicitly asks to mark the transaction revision complete.

Department names are unique within the business (case-insensitive).

Returns the draft UUID, initial version, and Ramp URL.

spend request pre-filled with the winning vendor's context.

Always use this tool (never invent URLs) and include the returned url in your next message.

Call SearchVendors first with include_draft=true.

Pass amount/currency_code/transaction_date/merchant to skip OCR.

event in the same call.

Do not call this solely as a prerequisite for booking a flight or hotel; SubmitFlightBooking and SubmitHotelBooking automatically select or create a trip when trip_id is omitted.

Delete an abandoned procurement draft owned by the acting user

Deletion is permanent and only allowed for reimbursements the acting user is permitted to delete (their own drafts, or others' if they have write access).

Use this tool when an admin wants to permanently delete a spend program.

Returns the departments available in the user's business, which can be used as inputs to workflows that require department references.

Creates a wire drawdown request from an external bank account.

Duplicate an existing reimbursement as a new draft

Omitted fields stay unchanged; null/[] clear when editable.

Returns the updated transaction, remaining missing items, and a transaction_link for fields the API cannot edit.

Change a shared-fund user's role between member and co-owner using user_email

Use this when a user wants to turn an existing personal fund into a shared fund, or when adding a member requires sharing to be enabled first.

Enroll the current business in agent cards for agentic commerce

Estimate the reimbursement amount for a given mileage distance based on the user's company rates

Estimate the per diem reimbursement amount for a trip given start/end dates and optional meal deductions

Get audit log events

First use the analyst catalog and read the domain docs for every table in the query; those docs define supported tables, columns, joins, and metric semantics.

Before calling, use ListBusinessAccounts to obtain the source account UUID; never guess it.

Use when the user asks about balance history for a specific account, savings account trend, checking account balance over time, or the balance trend for a specific Ramp Checking Account.

Handles card enrollment and purchase instructions automatically.

Returns eligible funds with available balance.

Aggregate AI token usage or estimated cost over a time window, grouped by caller-selected dimensions (provider, model, configuration, department, user, or API-key tag group)

Use GetAiTokenSpendCurrentSpend for actual vendor spend and GetAiTokenSpendAggregates for estimated token usage and cost.

Requires transaction, reimbursement, or bill read access.

List the dimensions and values available for AI-spend aggregate queries: providers, models, model families/facets, departments, and API-key tag groups

Review the catalog before writing a query, then read domain docs for every table used.

Discover supported analyst metrics and starter SQL for aggregate business analysis

Read domain documentation for analyst.

Read domain documentation for an analyst table before using it in an analyst query

Use this tool to see what needs the user's attention right now: pending approvals, missing receipts, overdue reviews, signatures, and similar action items that appear on the Ramp homepage.

This tool returns all client businesses that the external firm (advisor console) user has been granted access to.

List bank accounts

Examples: total unpaid amount, total pending amount.

Bills in Ramp have two stages: draft bills (created/uploaded but not yet submitted; use the draft-bill tools) and bills (submitted; they move through approval, then scheduling, then payment).

Requires a bill UUID and known submitted status.

Returns a chronological event log — creation, submission, each approval-chain action with actor and timestamp, and deletion.

Returns the source documents backing the bill: for each attachment, the filename, type, and a time-limited download URL (the URL expires after about 3 days).

Use this to answer questions like "How many bills are pending approval?

Use this tool when the user wants to see bills they need to approve or asks about pending approvals.

This tool does not determine required next actions: next_action_required is always null (unavailable), not confirmation that no action is needed.

Call filtered GetBookings first when the booking UUID is unknown.

Optionally identify existing bookings by city, hotel name, flight airline, flight number, booking reference, or travel date.

Get the business's statement billing schedule: the next statement close date, the configured statement close day of month, and the next card payment or autopay debit date

Returns up to 10 ongoing, upcoming, and recently completed trips.

how much was due, how much has been paid, what's still outstanding, and when the next payment is due.

Returns the reason, remediation actions, user notification, and transaction details.

Submitted bills, including those awaiting approval or payment, are not supported.

Returns the same summaries shown in the employee handbook's transaction requirements.

Provide exactly one expense UUID.

Preserve the user's location wording in ``query``.

Read the amount from `amount_decimal`, which is already in `currency`'s major unit and needs no arithmetic.

or permitted spend.

Use this after the user picks a hotel from SearchHotels results and before booking.

Use this when the user asks about investment account balances, brokerage cash, or the current balance of Ramp investment accounts.

Use this when you need the latest sync status plus every intended and successful count exposed by Ramp's accounting latest-sync endpoint.

Use this when the user asks about managed portfolio balances, managed portfolio cash, or the current balance of Ramp managed portfolio accounts.

Returns a paginated list of users you are allowed to view who have outstanding missing items, along with sample transactions.

Use this when the user's request cannot be completed with the available Ramp tools.

Aggregate the acting user's own AI token usage and estimated token cost over a time window, optionally grouped by provider and model

Use this to find office addresses when searching for hotels near an office or determining travel destinations.

This tool provides comprehensive org chart visibility including: - The user's position in the organization - Their direct reports (team members) - Their reporting chain (managers up the hierarchy) Use this tool whenever the user asks anything about their manager, team, or direct reports.

Get approved and failed reimbursements that would be affected by a bank account currency change

Use this when a user asks about travel requests they need to approve.

List policy versions for a standalone Agent Wallet

Accepts either the policy UUID or the backing product workflow UUID returned by list-policies.

Accepts the policy UUID or the backing product workflow UUID from list-policies.

Refresh and canonically revalidate a procurement draft's visible form state

Use this with the exact purchase order UUID returned by the purchase-order search tool available to the caller or supplied by page context.

Returns the available balance, statement balance, and other details for all Ramp Checking Accounts associated with the user's business.

Bills in Ramp have two stages: draft bills (created/uploaded but not yet submitted; use the draft-bill tools) and bills (submitted; they move through approval, then scheduling, then payment).

Retrieve receipts attached to a reimbursement

amount ranges, tags, date ranges, approval status, and policy assessments.

Includes policy assessment data and recommended actions.

This is the approval-queue wrapper over SearchUnifiedRequests.

cover sheet, pricing sheet, dates, vendor invitations with contacts, and the actions the acting user can currently perform.

recommendations, per-vendor per-section grading status and aggregate scores, and any recorded field grades.

Summarize vendor response and grading progress for a specific RFX

Return all submitted vendor responses for an RFX

Returns multiple results for users that are part of multiple businesses.

Get a compact summary of a sourcing event, its RFXs, and invited vendors

Use this when a customer asks about failed accounting sync rows, including rows from the accounting transactions table, reimbursements table, or bills tab.

as departments, classes or business units, locations, projects, customers, and cost centers.

Pass `query_string` to narrow by name, synonym, or provider code.

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

Use analyst tools instead for aggregate spend analysis, totals, trends, or group-bys when analyst tools are available.

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

For delegated bookings, first resolve the traveler with GetAllReducedUsers/list-users, then pass that UUID as traveler_user_id.

Get daily balance history across all Treasury accounts for a date range

Returns its status, approval chain, comments, activity timeline, custom fields, and agent-generated reports.

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

Fetch trips for the acting user with optional filters

Returns contract metadata, terms, line items, contract owners, documents, linked spend requests, and renewal history.

Use this after `BulkUploadVendorDocuments` to inspect the batch job status, understand whether any documents still need manual review, and inspect the current document/vendor matching and extracted tax details.

Blocks payments to this vendor by placing a vendor-scoped hold.

Each vendor must be an existing payee in Ramp.

Use this tool when an admin wants to issue allocations from a spend program to directly named users, or to users matched by location, department, user custom field, and dynamic user group targeting.

Use this tool when an admin wants to create new funds for one or more users with a specific amount, interval, and optional restrictions.

Supports temporary (resets at the next interval) and permanent increases.

Returns bills for the current user's business.

Returns account details including balances, currency, yield rate, and status.

IMPORTANT: For the current user's unlock request, call this tool first to check spendability and locks.

Returns policy metadata only, not written policy document text.

Use this first when the user refers to an existing sourcing event but you do not yet know which one they mean.

Use this directly for loyalty-only list/show/check requests; do not call GetTravelerProfile first.

List all Treasury accounts (Ramp Checking Accounts, Investment Accounts, Managed Portfolios)

Returns all users in the organization matching the given filters.

Returns agreement details including dates, values, renewal status, line items, and days remaining.

Returns a list of transfers including deposits, withdrawals, and other transactions with details like amount, status, and dates.

Locking prevents all transactions on it until unlocked.

Lock or unlock a fund (spend allocation) at the fund level, affecting all members

Lock or unlock a specific member's access to a fund (spend allocation)

Collaborators can edit the RFX form and vendor list while it is in DRAFT and grade vendor responses once it is PUBLISHED.

Requires at least one submitted vendor response.

Should be called whenever the user says "OOPS" or if the user says something along the lines of "I did not receive a receipt .

Each category expands to its configured MCC allowlist.

List merchants

Issue or recover a Stripe MPP credential using an existing fund

Fill the inputs from the merchant's 402 payment challenge.

Create a manually connected bank account

If there is any ambiguity as to whether the user's message is meant to be posted to the thread, ask them for confirmation first: 'Do you want me to post that as a comment reply on your [XYZ] transaction/reimbursement/bill/etc?

Publish the active policy for a standalone Agent Wallet

Create or update a procurement draft and return the current visible form state

List published procurement spend programs the agent can draft against

Submit a procurement draft after explicit user confirmation

Submit a reason explaining why a transaction has no receipt

Returns the same sign-ready Solana wallet on repeated calls.

Publishing notifies vendors outside Ramp, so check GetRFXDetail first: its ``available_actions`` publish entry reports whether publish is currently allowed (and why not), and its ``vendors`` block lists the exact contacts who will be notified.

Use after confirming the user wants the listed POs closed.

Use only after confirming the user wants the listed POs reopened.

Marking an object (for example a transaction) as ready to sync flags it as reviewed and complete, so it will be included in the next accounting sync that exports data from Ramp to your connected accounting provider (ERP), such as NetSuite, QuickBooks, Xero, or Sage Intacct.

Releases the active vendor-scoped hold and allows new payments to be scheduled for the vendor.

Use this tool when the user wants to nudge approvers for specific bill UUIDs.

Remove a saved loyalty program from the user's traveler profile

Remove a user from a shared fund using user_email

Department names must be unique within the business (case-insensitive).

Use this after selecting a dataset name to inspect its dimensions, measures, default time dimensions, sample questions, and join-reachable fields before constructing a ReportQuery.

Call once before your first reporting query and follow it exactly.

Call `ramp_reporting_get_skill` before your first reporting query and follow the returned skill.

Search tags are used to filter report data by various criteria such as: - Users (employees) - Vendors/Merchants - Departments - Locations - Tracking category options (custom accounting dimensions) Use this tool when you need to find specific entities to use as filters in a report.

Data is eventually consistent (may lag a few minutes).

Use this when a user describes a reporting question in plain English and you need to choose the best semantic dataset and relevant fields.

This is the REVIEWER / APPROVER action: the acting user must be an approver or manager for the transaction, not the cardholder themselves.

This does NOT submit the reimbursement — it only moves it from REJECTED to DRAFT.

Only valid after a publish approval was rejected.

This is irreversible — on a published RFX the vendor immediately loses access to the questionnaire and any e-sign envelope in flight is voided.

List custom roles

Accepts a UUID in query even when the bill's draft/submitted stage is unknown.

First inspect the booking itinerary and ask which leg, date, or route the traveler wants to change.

Before first use in a conversation, load and follow the ramp-book-flight skill when available.

This tool performs semantic search across help center articles using embeddings.

Before first use in a conversation, load and follow the ramp-book-hotel skill when available.

Returns matching merchant IDs, UUIDs, names, categories, and domains.

Search for purchase orders using structured purchase order filters

Search reimbursements across a business, optionally filtering to a specific user's reimbursements

Use this to find existing purchase orders, fund requests, procurement requests, policy-backed requests, or approval-only requests by vendor, request name, spend program, owner UUID, requester UUID, status, type, exact request number, approval date, department, workflow-backed policy, or whether they require action.

Returns users from the business ranked by relevance to the given transaction (recent attendees and teammates appear first).

Supports filtering by: - User name (e.

With a search_term, this tool finds vendor records using both fuzzy SQL matching (trigram similarity + substring) and semantic (vector) search.

submitted their RFX response.

Decline buffers are stored as allowed overage percent.

Pass body_markdown and/or attachment_ramp_document_ids, and get explicit user confirmation for the body and every attachment before calling.

The pricing sheet configures how vendors submit pricing in response to the RFX: the currency they must quote in, a rich-text guidance memo explaining pricing expectations (e.

Resolving a DRAFT invitation's contact activates it (DRAFT → ACTIVE) so the RFX can publish; DRAFT invitations without a contact block publishing.

If it already exists, update its loyalty number.

Approval policies return the simulated approval steps; submission policies return the required and visible expense fields.

Fetch a statement

List statements

Submit an optional Agent NPS response using a one-time survey token

Readiness requires at least one bill date, an active existing vendor with required bill-pay details, invoice currency, a positive amount, complete line items, required accounting fields, no duplicate vendor invoice number, and no submission-policy violation.

Three explicit actions: use action=preview for an authoritative preview, action=save_seats to update a persisted quote's seats and return a refreshed preview, and action=confirm only after a new, explicit user-authored approval of that latest preview.

Always call with ``confirm=false`` first.

Always call with ``confirm=false`` first.

Two-step flow: call without confirm for the authoritative preview (price, policy, and required approvals) without creating a booking.

Always call with ``confirm=false`` first.

If the submission fails, the agent should follow up with the user based on the error returned from the endpoint.

User profile fields reflect current Ramp user metadata, independent of the requested dates.

Send line_items with amounts (in minor units) to create or replace the transaction's split; the line item amounts must sum to the transaction amount.

Transfer ownership of a spend allocation using the current and new owners' emails

Only act when the user's current instruction explicitly identifies this request or unambiguously refers to this exact request from the immediately preceding assistant preview.

Unarchive a fund so it becomes visible and spendable again

Requires the user to confirm they recognize the flagged transaction.

Manages spend types (e.

Requires the current draft version and returns the new version; stale updates are rejected with the current version.

- Add or remove merchants from the allowed merchants list (whitelist) - Add or remove merchants from the blocked merchants list (blacklist) Use this when a user wants to: - Allow specific merchants on a fund (add to whitelist) - Block specific merchants on a fund (add to blacklist) - Remove merchants from the allowed or blocked lists

``sections`` is a complete replacement of the questionnaire — resubmit the full section list on every update.

Update only the spend interval for a spend allocation

Use this for decline action INCREASE_TRANSACTION_AMOUNT_LIMIT or requests about a per-transaction, single-transaction, or max-expense limit.

Compatibility route for callers that still update a saved loyalty program by ID

Never use for loyalty-only requests; use dedicated traveler loyalty program tools instead.

Purpose: Capture HIGH-SIGNAL, reusable preferences that improve future flight and hotel recommendations.

List daily AI usage and spend grouped by provider, model, and product

Before calling, use ListBusinessAccounts to obtain the destination account UUID; never guess it.