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ramp-public
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ramp-get-started

Guides agents through Ramp account setup and connector configuration across five AI runtimes.

2|1|Updated Jul 24, 2026
Search Tags:#onboarding#ai agent#ramp#cli setup#mcp connector#account application#finance platform
One-click install
npx skills add https://github.com/ramp-public/skills --skill ramp-get-started-ramp-public
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: ramp-get-started
Source: https://github.com/ramp-public/skills/tree/main/plugins/ramp/skills/ramp-get-started
Command: npx skills add https://github.com/ramp-public/skills --skill ramp-get-started-ramp-public

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve? New and existing Ramp users face fragmented onboarding across different AI clients, with no single entry point that detects their account status and walks them through the right setup path. ## Core Features & Use Cases - Runtime-specific onboarding prompts: Provides ready-to-run prompts for Claude Desktop, ChatGPT, Claude Code, Codex, and Perplexity, each tailored to that client's connector or CLI flow. - New vs. existing customer branching: Detects whether the user has a Ramp account and routes them to connector setup, CLI installation and login, or the account application playbook. - Playbook discovery handoff: After setup, points the agent to the Ramp playbook directory index so every other Ramp workflow becomes discoverable. - Use Case: A Claude Code user with no Ramp account runs the prompt; the agent installs the Ramp CLI with checksum-verified installation, launches the application playbook, and finishes authenticated without a separate login step. ## Quick Start Ask your agent to run the Ramp get-started playbook and answer whether you already have a Ramp account so it can walk you through setup.

Frequently Asked Questions about ramp-get-started

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I connect Ramp to Claude Desktop or ChatGPT?▼

Enable the Ramp connector from the Claude connector directory or the Ramp app listing in ChatGPT, then confirm Ramp tools appear in your conversation. The playbook prompt walks the agent through each authorization step.

How do I install and authenticate the Ramp CLI?▼

Run ramp --version first; if missing, download the installer to a temp file, review it, and run it pinned to a release tag so the SHA-256 checksum is verified. Then run ramp auth login and confirm with ramp auth status.

Can I apply for a Ramp account through an AI agent?▼

Yes. The Claude Code and Codex prompts fetch the ramp-apply-for-account playbook, which paces the application, pre-fills fields, and hands you links for steps only you can complete like phone verification and final submit.

Does the Ramp get-started playbook work with Perplexity?▼

Yes. The Perplexity section provides a prompt that directs the agent to the Ramp connector page in Perplexity, walks through authorization, and then surfaces the full playbook directory after setup.

What happens after Ramp setup is complete?▼

The agent fetches the playbook directory index at agents.ramp.com, making every other Ramp playbook discoverable. It can then follow playbooks like ramp-complete-tasks when you ask about overdue tasks or locked cards.

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