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Ramp Finance Setup Guard

Lets an agent follow Ramp's official setup playbooks inside Paperclip, pausing for approval before any spend or legal step.

Source Download skill
Repository
paperclipai/paperclip
Stars
110,078
Licence
MIT
Files
1 file

What it does

This skill teaches an AI agent how to help a company set up or use Ramp, a corporate card and spend-management service, through Paperclip. It tells the agent to download Ramp's current official instructions at the start of the task instead of relying on memory, and to only use a short list of Ramp-controlled web addresses. Before any money movement, card creation, account application, incorporation step, credential grant, or data sharing, the agent must stop and request a Paperclip approval that states the action, cost cap, data involved, and risks.

Great for

  • Finance or operations staff at a company setting up a Ramp account through Paperclip who want strict human sign-off at each financial step
  • Founders or engineers who want an agent to read Ramp's playbooks without letting it spend money or submit forms on its own
  • Teams that already run Paperclip approvals and want a governed wrapper around Ramp's external instructions

Skip it if

  • Anyone wanting fully autonomous spending or bill payment: the skill requires approval for every money movement, so it will repeatedly pause (by design).
  • Use with untrusted or unofficial Ramp playbooks: the skill itself says Community playbooks should not run without explicit approval, and same-host content may have unclear provenance.
  • Organisations not using Paperclip: the approval gates and issue workflow depend on Paperclip's features and will not function as described elsewhere.

Try asking

  • “Set up our company's Ramp account, pausing for approval before submitting onboarding details.”
  • “Walk me through Ramp's get-started playbook and tell me which steps need human approval.”
  • “Prepare a Paperclip approval request to enable Ramp Agent Cards with a $500 monthly limit.”
  • “Check which Ramp CLI version we have and whether it needs updating, without installing anything yet.”
Step-by-step guide: how to use Ramp Finance Setup GuardInstall, first run, examples, tips and FAQs

Install in 3 steps

  1. 1

    Download the skill

    The ZIP contains the 1 original files, the MIT licence and an attribution note.

    ramp.zip
  2. 2

    Add it to your agent

    Claude Code (all projects)

    mkdir -p ~/.claude/skills && unzip ramp.zip -d ~/.claude/skills/

    Claude Code / Agent SDK (this project only)

    mkdir -p .claude/skills && unzip ramp.zip -d .claude/skills/

    Claude apps (web/desktop): Settings → Capabilities → Skills → Upload skill, and choose the ZIP.

  3. 3

    Ask for the task

    No special command needed — the agent reads the skill's description and loads it when your request matches. Try one of the prompts above.

Get better results

  • Review the playbook URL and its Official marking on Ramp's playbooks page yourself before approving any non-setup playbook.
  • When approving, write explicit limits in the approval (maximum amount, exact data fields, and the playbook name) so the agent cannot expand scope.
  • Keep credentials and financial exports out of issue comments; the skill forbids this, but verify the agent follows it.

What's inside

  • SKILL.md

Redistributed unmodified from paperclipai/paperclip under the MIT licence. The assessment was drafted with AI from the skill's files on 2026-10-29. Skills can instruct your agent to run code — read SKILL.md and any scripts before installing.