ramp-onboard-standalone-agent

Guides Ramp admins through creating, connecting, and verifying a standalone agent identity.

2|1|Updated Jul 24, 2026
One-click install
npx skills add https://github.com/ramp-public/skills --skill ramp-onboard-standalone-agent-ramp-public
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: ramp-onboard-standalone-agent
Source: https://github.com/ramp-public/skills/tree/main/plugins/ramp/skills/ramp-onboard-standalone-agent
Command: npx skills add https://github.com/ramp-public/skills --skill ramp-onboard-standalone-agent-ramp-public

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve? Setting up a machine identity in Ramp involves choosing the right permissions, creating a role and agent in the dashboard, connecting credentials to a runtime, and verifying access safely. This Skill walks a Ramp admin through that entire process interactively, enforcing least-privilege access and read-only verification. ## Core Features & Use Cases - Scoped permission recipes: Recommends the narrowest set of role permissions for jobs like reporting, bill intake, bill approval, payment release, and expense cleanup. - Secure credential handling: Connects the agent via the Ramp CLI using an isolated XDG_CONFIG_HOME profile and a local helper script, so the Client secret is never pasted into chat. - Safe verification: Confirms the agent identity and role through the CLI, then runs one read-only check to prove the connection works without creating, approving, or paying anything. - Use Case: A finance admin needs a machine identity that approves assigned bills. The Skill prescribes the exact role checkboxes, guides dashboard agent creation, configures approval routing, connects the CLI, and verifies the agent can list bills awaiting approval. ## Quick Start Ask the assistant to set up a standalone Ramp agent for a specific job such as weekly finance reporting or bill approval.

Frequently Asked Questions about ramp-onboard-standalone-agent

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

FAQPage Schema
How do I set up a standalone agent in Ramp?

Define the agent's job, create a role with the minimum required permissions in Roles & Permissions, create the agent under Company > Agents, then connect it to your runtime with the Ramp CLI using the Client ID and Client secret. Verify with one read-only action.

What permissions does a Ramp bill approval agent need?

A bill approval agent needs exactly three permissions: View draft bills, View bills and recurring bills, and Be assigned as an approver on approval chains. Approval routing itself is configured separately in Bill payments approvals, not through additional role permissions.

Can I use the Ramp CLI for agent authentication without replacing my personal login?

Yes. Scope agent commands with XDG_CONFIG_HOME pointing to a dedicated directory such as ~/.config/ramp-agents/<agent-slug>. This keeps the agent's credentials isolated while ordinary unprefixed ramp commands continue using your personal authentication.

Is it safe to share a Ramp Client secret in chat?

No. The Client secret must never be pasted into chat, shell history, repositories, or plaintext files. Enter it only in a local terminal prompt and store it in a secret manager. The Client ID is not secret and may be shared.

Why can't I see the Agents option in my Ramp dashboard?

Standalone agents are in private preview and require access to be enabled for your Ramp account. Request access at agents.ramp.com or email [email protected], and never include credentials in the access request.

What jobs can a Ramp standalone agent perform?

Supported jobs include finance reporting, bill intake (draft bill preparation), bill submission, bill approval, payment release, and transaction cleanup. Procurement access is not currently available in the standalone-agent role picker.