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Connect Ramp when an agent needs to look up card spend and relate it to properties or operational work.

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What the AI Agent can do

The agent can find transactions, merchants, cardholders, and spend over a period. It can help identify the property or work behind a charge and, when permitted, add that context to the transaction memo. Start with a specific question, such as “Find the filter purchase for Apartment 4 last week.” Include the merchant, amount, date, or cardholder when several transactions could match.

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Before you connect

Use an account authorized to manage Ramp developer apps. Create the Trellis app and review the read permissions and transaction-memo write permission requested on the Trellis connection screen. Keep its client ID and secret in the secure connection flow.

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Connect Ramp

In Ramp’s developer settings, create the app and enable the listed permissions. In Trellis, open AI Hub, select the agent, and choose Integrations > Ramp. Enter the client ID and secret and select Connect. Check that the Ramp connection shows connected, then ask the agent a narrow read-only spend question. Verify the returned transaction before allowing a memo update.

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Unsupported actions

This integration cannot issue, freeze, or close cards; change card limits; move money; or pay vendors. It also cannot change transaction amounts, dates, merchants, or categories. Use Ramp directly for those operations.

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Test a transaction lookup

Confirm a known transaction can be found with the correct merchant, date, amount, and cardholder. Review the agent’s activity in Pulse. If you approve a property note, open the matching Ramp transaction and confirm its memo contains the intended text.

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Common problems

Check the app is active and the client ID and secret were entered correctly.
Enable the specific permission named in the error on the Ramp app, then retry the connection.
Narrow the request with date, merchant, amount, cardholder, or property, and check that the transaction exists in the connected account.
Open the agent’s Integrations tab in AI Hub, find Ramp, and choose Disconnect.