Connect your Ramp account to Trellis so your AI agent can read corporate card transactions, attribute spend to the right property, and add memos that keep your finance trail clean. Spend tracking lives alongside the same reservation, property, and task context the agent already uses - no more flipping between Ramp and your operations tools to figure out where a charge belongs.Documentation Index
Fetch the complete documentation index at: https://docs.trellistech.com/llms.txt
Use this file to discover all available pages before exploring further.
What you can do
See card transactions in chat
Ask the AI agent “what did we spend at Home Depot last week?” or “show me transactions over $500 this month” and get the answer pulled live from Ramp.
Attribute spend to properties
The agent can match a transaction to the property it was for and add a memo so your books, reports, and accountant always know which unit a charge belongs to.
Audit cards and cardholders
Look up which cards exist, who they belong to, what they are spending, and whether any are unused or unusual.
Read-mostly by design
The agent only writes one thing back to Ramp: memos on transactions. It cannot move money, change limits, issue cards, or freeze cards on your behalf.
Setup
Connecting Ramp is a one-time process per agent. You will create a Ramp developer app in your Ramp account, copy the credentials into Trellis, and Trellis will verify the connection before saving anything.Create a Ramp developer app
Sign in to Ramp and go to Developer settings. Create a new app for Trellis with the Client credentials grant type.
Enable the required scopes
On your Ramp app, enable the read scopes for transactions, cards, cardholders, departments, locations, merchants, and your business profile, plus the write scope for transaction memos.
Copy your client ID and client secret
Ramp shows the client ID and client secret on the app’s detail page. Keep both handy - you will paste them into Trellis next.
Open Trellis and connect Ramp
In Trellis, go to Knowledge Base > Agents, select your agent, and open the Integrations tab. Find the Ramp card and click Connect.
What to expect after connecting
- Your AI agent can immediately answer questions about Ramp transactions, cards, and cardholders.
- The agent automatically picks up a Ramp playbook that tells it when to reach for Ramp data - for example, when you ask about a charge, a vendor, a card, or property-level spend.
- You will see Ramp activity in Pulse when the agent reads from or writes a memo to Ramp, with the same trigger, activity details, and affected records as any other AI action.
Ramp credentials are stored encrypted at rest and scoped to the agent that owns the connection. If you have multiple agents, each one connects to Ramp separately.
Property attribution
The most common reason to connect Ramp is property attribution: a card transaction comes in from a hardware store, a cleaning supply vendor, or a maintenance contractor, and you want it tied to the specific unit it was spent on. Ask the agent something like:“The $182 Home Depot charge from Tuesday was for Ocean View Villa - add that to the memo.”The agent looks up the transaction, confirms the match, and writes the property name to the transaction memo so your accountant or PMS sees the attribution alongside the original charge. The agent will only write to the memo field - it never edits the merchant, amount, date, or any other transaction data.
What the agent will not do
The Ramp integration is intentionally read-mostly. The agent will not:- Issue, freeze, or terminate cards
- Change card limits or cardholder permissions
- Move money, approve bills, or pay vendors
- Change transaction amounts, merchants, or categories
Connection errors
If the connection fails, Trellis tells you exactly what went wrong and how to fix it.| Error | What it means | How to fix |
|---|---|---|
| Missing scopes | Your Ramp app is missing one or more scopes the agent needs. | Open your Ramp app, enable the listed scopes, and try connecting again. |
| Invalid credentials | The client ID or client secret was rejected by Ramp. | Double-check that you copied both values exactly. Regenerate the secret in Ramp if needed. |
| Business verification failed | The credentials were valid but the business profile could not be loaded. | Confirm the Ramp app is enabled for your business and try again. |
Frequently asked questions
Do I need a Ramp account to use Trellis?
Do I need a Ramp account to use Trellis?
No. Ramp is an optional integration. Trellis works without it - connecting Ramp simply lets your AI agent see card spend and attribute it to properties.
Can different agents connect to different Ramp businesses?
Can different agents connect to different Ramp businesses?
Yes. Each agent has its own Ramp connection, so if you operate multiple businesses, each agent can connect to the Ramp business that owns its spend.
Does the agent see every transaction or just recent ones?
Does the agent see every transaction or just recent ones?
The agent can search across all transactions Ramp returns through its API, including historical ones. For day-to-day questions it usually scopes to a recent date range to keep responses fast and relevant.
What happens if my Ramp app's scopes change later?
What happens if my Ramp app's scopes change later?
If you remove a scope the agent depends on, the next request that needs it will return an error. Trellis surfaces these errors in Pulse so you know which scope to re-enable.
Can the agent write anything other than memos?
Can the agent write anything other than memos?
No. Memos are the only field the agent will write to in Ramp. Every other write - issuing cards, changing limits, paying bills - has to be done directly in Ramp.
How do I disconnect Ramp?
How do I disconnect Ramp?
Open the agent’s Integrations tab, find the Ramp card, and click Disconnect. The agent immediately loses access to Ramp data and the stored credentials are removed.