Ramp for Cursor

Search, access, and act on your Ramp financial data — right inside Cursor.

Connect your Ramp account to Cursor to manage company finances through natural conversation, with permission-based access for finance teams and employees. The plugin bundles Ramp's official agent skills and wires up the Ramp MCP server, so every action respects the signed-in user's role and lands in the Ramp audit log.

What you can do

• Analyze company spend — Pull transactions and bills, break spend down by vendor, category, team, or date range, and flag vendor-name variants and refunds.
• Clear approvals — Review and approve/reject pending transactions, reimbursements, and requests (POs and fund requests).
• Clean up transactions — Add memos and coding, complete missing details, and resolve receipt/memo compliance gaps.
• Run AP and procurement — Search and draft bills, look up payments, and move procurement requests forward.
• Handle employee tasks — Manage cards (activate/lock), submit reimbursements, upload receipts and vendor documents, and book travel.
• Make agent purchases — Generate Ramp Agent Card credentials with built-in spend controls.

Setup

These skills drive the Ramp CLI, so install and authenticate it first:

# install (or: brew install ramp-public/ramp/ramp-cli)
curl -fsSL https://agents.ramp.com/install.sh | sh

# authenticate via browser OAuth
ramp auth login

The plugin also ships the Ramp MCP server (mcp.json → https://mcp.ramp.com/mcp) for tool-based, natural-language access. Connect it under Cursor Settings → Tools & MCP (Cursor runs Ramp's OAuth flow), then restart Cursor. To explore with sample data and no Ramp account, point the server at the demo URL instead:

{
  "mcpServers": {
    "ramp": { "url": "https://demo-mcp.ramp.com/mcp" }
  }
}

Use the exact URL with no trailing slash.

Sample prompts

• "Analyze our company spend over the last 90 days — break it down by vendor and category, and call out the biggest increases vs. the prior 90 days."
• "What needs my approval?" — or run /ramp-approvals
• "Which of my transactions are missing receipts or memos? Fix the coding where you can."
• "Find the payment for invoice #4401 and tell me its status."

What's included

The skills/ directory is vendored 1:1 from Ramp's canonical, maintained skill set in ramp-public/ramp-cli and kept current automatically (see Skill sync).

Skills (14)	spend-analysis, approval-dashboard, transaction-cleanup, receipt-compliance, manage-bills, payment-lookup, card-management, submit-reimbursement, manage-procurement, vendor-document-upload, book-flight, agentic-purchase, apply-to-ramp, browser-automation
MCP server	ramp — connects Cursor to Ramp over MCP (https://mcp.ramp.com/mcp)
Rule	ramp-safety — always-on guardrails for money handling, write confirmation, and pagination
Command	/ramp-approvals — surface and clear your pending approval queue

Skill sync

skills/ mirrors ramp-public/ramp-cli :: src/ramp_cli/skills exactly (only SKILL.md files). One GitHub Action (.github/workflows/sync-skills.yml) keeps it current: it runs daily (and on demand via Run workflow), re-mirrors the canonical skills, and opens a PR whenever the result differs from what's committed.

That single job handles drift in both directions — upstream changes and any local hand-edits get reconciled back to canonical on the next run, so the mirror is self-healing. Don't hand-edit vendored SKILL.md files; custom guidance lives in the ramp-safety rule and the /ramp-approvals command instead.

The sync PR step uses the default GITHUB_TOKEN. Ensure the org/repo setting Allow GitHub Actions to create and approve pull requests is enabled.

Safety

Ramp tools act on a live financial account and most writes cannot be undone. The bundled ramp-safety rule enforces:

• Show item details before approving/rejecting — never blind-approve.
• Confirm with the user before any write, especially bulk operations.
• Rejections require a reason.
• Convert amounts correctly (transactions are formatted strings; bills and reimbursements are numeric dollars).
• Paginate every queue to completion.

License

MIT