> ## Documentation Index
> Fetch the complete documentation index at: https://adapt.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Ramp

> Connect Ramp to analyze card transactions, spend, and bills in Adapt

Connect your Ramp account to Adapt so you can analyze card transactions, spend, reimbursements, and bills. You will create a developer app in Ramp and generate API credentials.

## Set up credentials

<Steps>
  <Step title="Confirm you have admin access">
    You must be an **Admin** or **Business Owner** in Ramp to create and
    authorize developer apps. You can check roles in **Settings > Team**.
  </Step>

  <Step title="Open the Developer area">
    In your Ramp account, navigate to **Company > Developer**.
  </Step>

  <Step title="Create a new app">
    Click **Create New App**, name your app, and accept the terms.
  </Step>

  <Step title="Add the Client Credentials grant type">
    Under **Grant Types**, click **Add new grant type** and select
    **Client Credentials** for server-to-server access.
  </Step>

  <Step title="Configure scopes">
    Under **Scopes**, click **Configure allowed scopes** and select the scopes
    you need, for example `transactions:read`, `bills:read`, and
    `reimbursements:read`. Request only the scopes you need.
  </Step>

  <Step title="Copy your credentials">
    Copy your **Client ID** and **Client Secret** and store them securely.

    <Note>
      The client secret is sensitive. Never expose it in client-side code or
      commit it to source control.
    </Note>
  </Step>
</Steps>

## Connect to Adapt

<Steps>
  <Step title="Open Integrations">
    In Adapt, go to **Settings > Integrations**.
  </Step>

  <Step title="Find Ramp">
    Search for **Ramp** and select it from the catalog.
  </Step>

  <Step title="Start the connection">
    Click **Connect** to open the connection form.
  </Step>

  <Step title="Add your credentials">
    Enter the values you gathered above, then click **Add connection**:

    | Secret Name    | Value                    |
    | -------------- | ------------------------ |
    | `RAMP_API_KEY` | Your Ramp API credential |

    You can rename the connection and choose whether it is shared with your
    organization or kept personal to you.
  </Step>

  <Step title="Test the connection">
    Ask Adapt to list your recent transactions.
  </Step>
</Steps>

### Security

* Credentials are encrypted at rest with AES-256
* Use the principle of least privilege and start with read-only scopes
* Configure separate apps for sandbox and production environments
* Never share your credentials or commit them to source control

## Capabilities

Analyze Ramp card transactions, spend, reimbursements, and bills from within
Adapt. Use it to monitor spending trends, review expenses, and report on
financial activity.

### Examples

```
Show the top ten card transactions by amount this month.
```

```
Summarize spend by department for the last quarter.
```

```
List all pending reimbursements awaiting approval.
```

```
Flag any bills due in the next seven days.
```