ramp-approval-dashboard

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• SKILL.md

SKILL.md (first lines)

## Non-Negotiables

- **Pass `--rationale` on every command** — it is a required field on these agent-tools (a non-empty string, max 1024 chars). With `--json`, supply it as a `"rationale"` key in the body. Omitting it returns `HTTP 422 (DEVELOPER_INVALID_SCHEMA)`, in both agent and human modes.
- 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: bill `amount` values are numeric **major currency units**; display them directly with the accompanying `currency` and never divide by 100. When totaling bills, group subtotals by `currency`; never combine different currencies or include them in a cross-queue aggregate. Reimbursements are in **dollars**; transactions and travel requests are formatted strings ("$135.40").
- **Deep links**: If the response contains a `bill_url` (bills) or `reimbursement_link` (reimbursements) field, include it when presenting entity details so the user can click through to the Ramp web app. If these fields are absent, direct the user to the relevant Ramp page (e.g., `https://app.ramp.com/bills`) instead. Never fabricate deep link URLs.

## 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.

```bash
# Pending transactions (paginate with --next_page_cursor)
ramp transactions list --transactions_to_retrieve transactions_awaiting_my_approval \
  --agent --page_size 50 --rationale "List the user's transactions"

# Pending bills (paginate with --page_cursor)
ramp bills pending --agent --limit 50 --rationale "Review bills pending approval"

# Pending reimbursements (no cursor pagination — use --limit)
ramp reimbursements pending --agent --limit 50 --rationale "Review reimbursements pending approval"

# Pending requests (paginate with --start; --thoughts is required)
ramp requests pending --thoughts "Reviewing all pending requests" --page_size 50 --agent --rationale "Review pending requests"

# Pending travel requests
ramp travel request-pending --page_size 50 --output json --rationale "Review travel requests pending my approval"
```

For MCP, call `GetPendingTravelRequests` with a non-empty `rationale`.

For each endpoint, check its next cursor. If it is not null, re-run the command with that cursor value (via `--next_page_cursor` for transactions and travel, `--page_cursor` for bills, `--start` for requests) until all pages are fetched. Note: `reimbursements pending` does not support cursor-based pagination — it only has `--limit`, so increase the limit if you need more results. Aggregate results before presenting.

### Step 2: Present the queue

Summarize what's pending. If the response includes `bill_url` or `reimbursement_link` fields, include them so the user can open items directly in the Ramp web app:

```
Approval queue: 14 items

Bills (4 items):
  USD 3,500  HighSpot        Invoice #1234    Due 2026-03-28  → <bill_url if present>
  USD 2,500  Cometeer        Invoice #5678    Due 2026-04-01  → <bill_url if present>
  ...

Reimbursements (6 items, $2,100):
  $  520  Michael Scott   Uber rides       Submitted 2026-03-20  → <reimbursement_link if present>
  $  312  Oscar Martinez  Office supplies  Submitted 2026-03-22  → <reimbursement_link if present>
  ...

Transactions (3 items, $12,500):
  $5,000  Dana Alhasawi   AWS              2026-03-15
  ...

Requests (1 item, $650):
  ...

Travel requests (1 item):
  $842.16  Flight to Toronto  Requested by Priya Shah  Out of policy
```

For request rows, preserve the exact `unified_request_id` returned by
`ramp requests pending`; use it for both detail lookup and approval.

### Step 3: Review and act

For each item the user wants to act on, get details first:

```bash
# Bill details
ramp bills get {bill_id} --agent --rationale "Review bill details"

# Transaction details
ramp transactions get {transaction_uuid} --agent --rationale "Review transaction details"

# Transaction missing items (if relevant)
ramp transactions missing {transaction_uuid} --rationale "Check missing items on the transaction"

# Reimbursement details (use list with specific UUID)
ramp reimbursements list --reimbursement_uuids '["{uuid}"]' --include_policy_assessment --agent --rationale "List the user's reimbursements"

# Request details
ramp requests get {unified_request_id} --agent --rationale "Review request details"

# Travel request details are returned by the pending call. Re-run it immediately
# before acting if the displayed result may be stale.
ramp travel request-pending --page_size 50 --output json --rationale "Refresh travel requests before acting"
```

### Step 4: Execute approvals

```bash
# Approve a transaction
ramp transactions approve {transaction_uuid} --action APPROVE --thoughts "Reviewed — within policy" --rationale "Act on the transaction approval"

# Reject a transaction (reason required)
ramp transactions approve {transaction_uuid} \
  --action REJECT_AND_REQUEST_CHANGES \
  --thoughts "Missing receipt and over budget" \
  --user_reason "Please attach the receipt and update the memo" --rationale "Act on the transaction approval"

# Approve a bill — not yet available via CLI.
# Use the bill_url from the response to direct the user to the Ramp app.

# Approve a reimbursement
ramp reimbursements approve {reimbursement_uuid} --action approve --rationale "Act on the reimbursement approval"

# Reject a reimbursement
ramp reimbursements approve {reimbursement_uuid} --action reject \
  --user_reason "Receipt doesn't match the claimed amount" --rationale "Act on the reimbursement approval"

# Approve a request
ramp requests approve {unified_request_id} --action APPROVE --thoughts "Approved — within team budget" --rationale "Act on the request approval"

From ramp-public/skills, MIT.

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