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Use the Ramp integration when your team wants Trellis to help connect card spend to properties, tasks, vendors, and operating work. Ramp is optional. Trellis works without it.

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What the AI Agent can do

Find transactions

Answer questions about card charges, merchants, cardholders, and spending over time.

Connect spend to properties

Add property notes to transaction memos when you approve that use.

Review cards

Help identify cards, cardholders, and unusual spend patterns.

Stay limited

The agent cannot move money, change limits, issue cards, freeze cards, or pay vendors.

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Before you connect

  • Make sure you can manage the Ramp account.
  • Create a Ramp developer app for Trellis.
  • Enable the permissions shown on the Trellis connection screen.
  • Keep the Ramp client ID and secret private.

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Connect Ramp

1

Create the Ramp app

In Ramp, open developer settings and create an app for Trellis.
2

Enable the listed permissions

Turn on the read permissions Trellis asks for, plus the permission to write transaction memos.
3

Open AI Hub

In Trellis, open AI Hub, choose the agent, and open the Integrations tab.
4

Connect Ramp

Enter the Ramp client ID and secret, then click Connect.

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What the agent will not do

The Ramp integration is intentionally limited. The agent will not:
  • Issue, freeze, or close cards.
  • Change card limits.
  • Move money or pay vendors.
  • Change transaction amounts, dates, merchants, or categories.
Those actions must be done directly in Ramp.

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How to check it worked

  • The Ramp card in AI Hub shows connected.
  • The agent can answer a simple spend question.
  • Ramp activity appears in Pulse when the agent uses Ramp.
  • Property notes written by the agent appear on the matching Ramp transaction memo.

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Common problems

Check that the client ID and secret were copied correctly and that the Ramp app is active.
Open the Ramp app, enable the missing permission listed by Trellis, and try again.
Ask with more detail, such as date, merchant, amount, cardholder, or property.
Open the agent’s Integrations tab in AI Hub, find Ramp, and click Disconnect.

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