> ## 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.

# Ramp

> Connect Ramp so approved AI agents can answer spend questions and add property notes to transactions

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.

## What the AI Agent can do

<CardGroup cols={2}>
  <Card title="Find transactions" icon="receipt">
    Answer questions about card charges, merchants, cardholders, and spending over time.
  </Card>

  <Card title="Connect spend to properties" icon="home">
    Add property notes to transaction memos when you approve that use.
  </Card>

  <Card title="Review cards" icon="credit-card">
    Help identify cards, cardholders, and unusual spend patterns.
  </Card>

  <Card title="Stay limited" icon="shield-check">
    The agent cannot move money, change limits, issue cards, freeze cards, or pay vendors.
  </Card>
</CardGroup>

## 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.

## Connect Ramp

<Steps>
  <Step title="Create the Ramp app">
    In Ramp, open developer settings and create an app for Trellis.
  </Step>

  <Step title="Enable the listed permissions">
    Turn on the read permissions Trellis asks for, plus the permission to write transaction memos.
  </Step>

  <Step title="Open AI Hub">
    In Trellis, open **AI Hub**, choose the agent, and open the **Integrations** tab.
  </Step>

  <Step title="Connect Ramp">
    Enter the Ramp client ID and secret, then click **Connect**.
  </Step>
</Steps>

## 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.

## 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.

## Common problems

<AccordionGroup>
  <Accordion title="Ramp will not connect">
    Check that the client ID and secret were copied correctly and that the Ramp app is active.
  </Accordion>

  <Accordion title="Trellis says a permission is missing">
    Open the Ramp app, enable the missing permission listed by Trellis, and try again.
  </Accordion>

  <Accordion title="The agent cannot find a charge">
    Ask with more detail, such as date, merchant, amount, cardholder, or property.
  </Accordion>

  <Accordion title="How do I disconnect Ramp?">
    Open the agent's **Integrations** tab in AI Hub, find Ramp, and click **Disconnect**.
  </Accordion>
</AccordionGroup>

## Related articles

<CardGroup cols={2}>
  <Card title="AI Hub" icon="sparkles" href="/platform/ai-hub" />

  <Card title="AI Agent" icon="sparkles" href="/platform/ai-agent" />

  <Card title="Accounting" icon="receipt" href="/platform/accounting" />

  <Card title="Insights" icon="chart-line" href="/platform/insights" />
</CardGroup>