How to integrate Ramp MCP with CrewAI

This guide walks you through connecting Ramp to CrewAI using the Composio tool router. By the end, you'll have a working Ramp agent that can download last month's statement as pdf, list all transactions over $500 this week, get details of your virtual cards through natural language commands. This guide will help you understand how to give your CrewAI agent real control over a Ramp account through Composio's Ramp MCP server. Before we dive in, let's take a quick look at the key ideas and tools involved.

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Ramp is a finance automation platform for tracking business expenses and income. It helps you manage spending and gain actionable insights into your company's finances.

88 Tools

Introduction

This guide walks you through connecting Ramp to CrewAI using the Composio tool router. By the end, you'll have a working Ramp agent that can download last month's statement as pdf, list all transactions over $500 this week, get details of your virtual cards through natural language commands.

This guide will help you understand how to give your CrewAI agent real control over a Ramp account through Composio's Ramp MCP server.

Before we dive in, let's take a quick look at the key ideas and tools involved.

Also integrate Ramp with

TL;DR

Here's what you'll learn:
  • Get a Composio API key and configure your Ramp connection
  • Set up CrewAI with an MCP enabled agent
  • Create a Tool Router session or standalone MCP server for Ramp
  • Build a conversational loop where your agent can execute Ramp operations

What is CrewAI?

CrewAI is a powerful framework for building multi-agent AI systems. It provides primitives for defining agents with specific roles, creating tasks, and orchestrating workflows through crews.

Key features include:

  • Agent Roles: Define specialized agents with specific goals and backstories
  • Task Management: Create tasks with clear descriptions and expected outputs
  • Crew Orchestration: Combine agents and tasks into collaborative workflows
  • MCP Integration: Connect to external tools through Model Context Protocol

What is the Ramp MCP server, and what's possible with it?

The Ramp MCP server is an implementation of the Model Context Protocol that connects your AI agent and assistants like Claude, Cursor, etc directly to your Ramp account. It provides structured and secure access to your company's financial data, so your agent can fetch transactions, analyze card activity, generate statements, manage departments, and retrieve detailed expense information on your behalf.

  • Comprehensive transaction tracking: Instantly pull lists of all your business transactions or your own card activity, making it easy to monitor expenses and spot anomalies.
  • Card management and insights: Retrieve details about specific Ramp cards or see all cards assigned to you, including limits, status, and cardholder info for better financial oversight.
  • Automated statement generation: Ask your agent to generate and download account statements in multiple formats (PDF, CSV, JSON) for reporting or bookkeeping.
  • Department and organizational management: Create new departments or fetch detailed department profiles to help structure your expense tracking and categorize spending.
  • Detailed transaction analysis: Dive into specific transactions to get merchant information, receipts, dispute details, and accounting codes for audit and compliance purposes.

What is the Composio tool router, and how does it fit here?

What is Composio SDK?

Composio's Composio SDK helps agents find the right tools for a task at runtime. You can plug in multiple toolkits (like Gmail, HubSpot, and GitHub), and the agent will identify the relevant app and action to complete multi-step workflows. This can reduce token usage and improve the reliability of tool calls. Read more here: Getting started with Composio SDK

The tool router generates a secure MCP URL that your agents can access to perform actions.

How the Composio SDK works

The Composio SDK follows a three-phase workflow:

  1. Discovery: Searches for tools matching your task and returns relevant toolkits with their details.
  2. Authentication: Checks for active connections. If missing, creates an auth config and returns a connection URL via Auth Link.
  3. Execution: Executes the action using the authenticated connection.

Step-by-step Guide

Step by step08 STEPS
1

Prerequisites

Before starting, make sure you have:
  • Python 3.9 or higher
  • A Composio account and API key
  • A Ramp connection authorized in Composio
  • An OpenAI API key for the CrewAI LLM
  • Basic familiarity with Python
2

Getting API Keys for OpenAI and Composio

OpenAI API Key
  • Go to the OpenAI dashboard and create an API key. You'll need credits to use the models, or you can connect to another model provider.
  • Keep the API key safe.
Composio API Key
  • Log in to the Composio dashboard.
  • Navigate to your API settings and generate a new API key.
  • Store this key securely as you'll need it for authentication.
3

Install dependencies

bash
pip install composio crewai crewai-tools[mcp] python-dotenv
What's happening:
  • composio connects your agent to Ramp via MCP
  • crewai provides Agent, Task, Crew, and LLM primitives
  • crewai-tools[mcp] includes MCP helpers
  • python-dotenv loads environment variables from .env
4

Set up environment variables

bash
COMPOSIO_API_KEY=your_composio_api_key_here
USER_ID=your_user_id_here
OPENAI_API_KEY=your_openai_api_key_here

Create a .env file in your project root.

What's happening:

  • COMPOSIO_API_KEY authenticates with Composio
  • USER_ID scopes the session to your account
  • OPENAI_API_KEY lets CrewAI use your chosen OpenAI model
5

Import dependencies

python
import os
from composio import Composio
from crewai import Agent, Task, Crew
from crewai_tools import MCPServerAdapter
import dotenv

dotenv.load_dotenv()

COMPOSIO_API_KEY = os.getenv("COMPOSIO_API_KEY")
COMPOSIO_USER_ID = os.getenv("COMPOSIO_USER_ID")

if not COMPOSIO_API_KEY:
    raise ValueError("COMPOSIO_API_KEY is not set")
if not COMPOSIO_USER_ID:
    raise ValueError("COMPOSIO_USER_ID is not set")
What's happening:
  • CrewAI classes define agents and tasks, and run the workflow
  • MCPServerHTTP connects the agent to an MCP endpoint
  • Composio will give you a short lived Ramp MCP URL
6

Create a Composio Tool Router session for Ramp

python
composio_client = Composio(api_key=COMPOSIO_API_KEY)
session = composio_client.create(user_id=COMPOSIO_USER_ID, toolkits=["ramp"])

url = session.mcp.url
What's happening:
  • You create a Ramp only session through Composio
  • Composio returns an MCP HTTP URL that exposes Ramp tools
7

Initialize the MCP Server

python
server_params = {
    "url": url,
    "transport": "streamable-http",
    "headers": {"x-api-key": COMPOSIO_API_KEY},
}

with MCPServerAdapter(server_params) as tools:
    agent = Agent(
        role="Search Assistant",
        goal="Help users search the internet effectively",
        backstory="You are a helpful assistant with access to search tools.",
        tools=tools,
        verbose=False,
        max_iter=10,
    )
What's Happening:
  • Server Configuration: The code sets up connection parameters including the MCP server URL, streamable HTTP transport, and Composio API key authentication.
  • MCP Adapter Bridge: MCPServerAdapter acts as a context manager that converts Composio MCP tools into a CrewAI-compatible format.
  • Agent Setup: Creates a CrewAI Agent with a defined role (Search Assistant), goal (help with internet searches), and access to the MCP tools.
  • Configuration Options: The agent includes settings like verbose=False for clean output and max_iter=10 to prevent infinite loops.
  • Dynamic Tool Usage: Once created, the agent automatically accesses all Composio Search tools and decides when to use them based on user queries.
8

Create a CLI Chatloop and define the Crew

python
print("Chat started! Type 'exit' or 'quit' to end.\n")

conversation_context = ""

while True:
    user_input = input("You: ").strip()

    if user_input.lower() in ["exit", "quit", "bye"]:
        print("\nGoodbye!")
        break

    if not user_input:
        continue

    conversation_context += f"\nUser: {user_input}\n"
    print("\nAgent is thinking...\n")

    task = Task(
        description=(
            f"Conversation history:\n{conversation_context}\n\n"
            f"Current request: {user_input}"
        ),
        expected_output="A helpful response addressing the user's request",
        agent=agent,
    )

    crew = Crew(agents=[agent], tasks=[task], verbose=False)
    result = crew.kickoff()
    response = str(result)

    conversation_context += f"Agent: {response}\n"
    print(f"Agent: {response}\n")
What's Happening:
  • Interactive CLI Setup: The code creates an infinite loop that continuously prompts for user input and maintains the entire conversation history in a string variable.
  • Input Validation: Empty inputs are ignored to prevent processing blank messages and keep the conversation clean.
  • Context Building: Each user message is appended to the conversation context, which preserves the full dialogue history for better agent responses.
  • Dynamic Task Creation: For every user input, a new Task is created that includes both the full conversation history and the current request as context.
  • Crew Execution: A Crew is instantiated with the agent and task, then kicked off to process the request and generate a response.
  • Response Management: The agent's response is converted to a string, added to the conversation context, and displayed to the user, maintaining conversational continuity.

Complete Code

Here's the complete code to get you started with Ramp and CrewAI:

python
from crewai import Agent, Task, Crew, LLM
from crewai_tools import MCPServerAdapter
from composio import Composio
from dotenv import load_dotenv
import os

load_dotenv()

GOOGLE_API_KEY = os.getenv("GOOGLE_API_KEY")
COMPOSIO_API_KEY = os.getenv("COMPOSIO_API_KEY")
COMPOSIO_USER_ID = os.getenv("COMPOSIO_USER_ID")

if not GOOGLE_API_KEY:
    raise ValueError("GOOGLE_API_KEY is not set in the environment.")
if not COMPOSIO_API_KEY:
    raise ValueError("COMPOSIO_API_KEY is not set in the environment.")
if not COMPOSIO_USER_ID:
    raise ValueError("COMPOSIO_USER_ID is not set in the environment.")

# Initialize Composio and create a session
composio = Composio(api_key=COMPOSIO_API_KEY)
session = composio.create(
    user_id=COMPOSIO_USER_ID,
    toolkits=["ramp"],
)
url = session.mcp.url

# Configure LLM
llm = LLM(
    model="gpt-5",
    api_key=os.getenv("OPENAI_API_KEY"),
)

server_params = {
    "url": url,
    "transport": "streamable-http",
    "headers": {"x-api-key": COMPOSIO_API_KEY},
}

with MCPServerAdapter(server_params) as tools:
    agent = Agent(
        role="Search Assistant",
        goal="Help users with internet searches",
        backstory="You are an expert assistant with access to Composio Search tools.",
        tools=tools,
        llm=llm,
        verbose=False,
        max_iter=10,
    )

    print("Chat started! Type 'exit' or 'quit' to end.\n")

    conversation_context = ""

    while True:
        user_input = input("You: ").strip()

        if user_input.lower() in ["exit", "quit", "bye"]:
            print("\nGoodbye!")
            break

        if not user_input:
            continue

        conversation_context += f"\nUser: {user_input}\n"
        print("\nAgent is thinking...\n")

        task = Task(
            description=(
                f"Conversation history:\n{conversation_context}\n\n"
                f"Current request: {user_input}"
            ),
            expected_output="A helpful response addressing the user's request",
            agent=agent,
        )

        crew = Crew(agents=[agent], tasks=[task], verbose=False)
        result = crew.kickoff()
        response = str(result)

        conversation_context += f"Agent: {response}\n"
        print(f"Agent: {response}\n")

Conclusion

You now have a CrewAI agent connected to Ramp through Composio's Tool Router. The agent can perform Ramp operations through natural language commands.

Next steps:

  • Add role-specific instructions to customize agent behavior
  • Plug in more toolkits for multi-app workflows
  • Chain tasks for complex multi-step operations
TOOLS

Supported Tools

Every Ramp action and event your agent gets out of the box.

Create Department

Tool for creating a new department in your Ramp organization.

Create Inventory Item Accounting Field

Tool to create a new inventory item accounting field for tracking inventory categories.

Create Transaction Memo

Tool for uploading a new memo for a transaction in Ramp.

Create Mileage Reimbursement

Tool to create a mileage reimbursement in Ramp.

Create New Custom Accounting Field

Tool for creating a new custom accounting field.

Create Tax Code Accounting Field

Tool to create a new tax code accounting field in Ramp.

Create User Invite

Tool to create a user invite for onboarding new employees to Ramp.

Create Webhook Subscription

Tool to create a new webhook subscription for receiving event notifications from Ramp.

Deactivate User

Tool to deactivate a user in your Ramp organization.

Delete Accounting GL Account

Tool to delete a general ledger account from Ramp.

Delete Accounting Connection

Tool to disconnect the current active API-based accounting connection.

Delete Custom Accounting Field

Tool to delete a custom accounting field from Ramp.

Delete Accounting Inventory Item Option

Tool to delete an accounting inventory item option from Ramp.

Delete Tax Code Accounting Field

Tool to delete the tax code accounting field from Ramp.

Delete Accounting Tax Code Option

Tool to delete a tax code option from Ramp.

Delete Accounting Tax Rate

Tool to delete an accounting tax rate from Ramp.

Delete Accounting Vendor

Tool to delete an accounting vendor from Ramp.

Delete Custom Field Option

Tool to delete a custom accounting field option from Ramp.

Delete Inventory Item Field

Tool to delete the inventory item accounting field from Ramp.

Remove Users from Shared Limit

Tool to remove users from a shared spend limit in Ramp.

Delete Webhook Subscription

Tool to delete a webhook subscription by ID.

Fetch General Ledger Account

Tool to fetch a specific general ledger account by ID from Ramp.

Fetch Accounting Vendor

Tool to fetch a specific accounting vendor by ID from Ramp.

Fetch Custom Accounting Field

Tool for fetching a custom accounting field.

List General Ledger Accounts

Tool to list general ledger accounts from Ramp.

Fetch All Accounting Connections

Tool to fetch all accounting connections for the current Ramp business.

Get Accounting Connection

Tool to fetch the current active accounting connection for a Ramp account.

Fetch Accounting Connection By ID

Tool to fetch a specific accounting connection by ID from Ramp.

List Custom Accounting Fields

Tool to list custom accounting fields for coding transactions.

List Accounting Vendors

Tool to list accounting vendors from Ramp.

Get All Transactions

Get all the transactions.

Get Card

Tool for retrieving detailed information about a specific card.

Get Card Vault Resource

Tool to fetch a card's sensitive details from the vault.

Get Custom Field Option

Tool to fetch a custom accounting field option by its ID.

Get Department

Tool for retrieving detailed information about a specific department.

Get Inventory Item Field

Tool to fetch inventory item accounting field for the current accounting connection.

Get Memo

Tool to fetch a transaction memo.

Get Reimbursement Details

Tool for retrieving complete details of a specific reimbursement.

Get Spend Limit

Tool to fetch detailed information about a specific spend limit.

Get Statement

Tool for retrieving statement details or downloading statements.

Get Transaction Details

Tool for retrieving complete details of a specific transaction.

Get User

Tool to retrieve detailed information about a specific Ramp user by their ID.

Get Users Deferred Status

Tool for fetching the status of a deferred user task.

Get Vendor Details

Tool for retrieving detailed information about a specific vendor.

Get Webhook

Tool to retrieve detailed information about a specific webhook subscription by ID.

Issue Virtual Card

Tool for issuing virtual cards to users instantly.

List Accounting Inventory Item Options

Tool to list accounting inventory item options from Ramp.

List Accounting Tax Rates

Tool to list tax rates from Ramp's accounting integration.

List All Cards

Tool for listing all cards across the organization with optional filters.

List Departments

Tool for listing all departments in the organization.

List Memos

Tool for listing memos associated with transactions in your Ramp organization.

List Reimbursements

Tool for listing reimbursements with comprehensive filtering options.

List Statements

Tool for listing all statements with filtering options.

List Users

Tool for listing users in your Ramp organization with flexible filtering.

List Vendors

Tool for listing vendors with their spending information.

List Vendor Bank Accounts

Tool for listing bank accounts associated with a specific vendor.

List Vendor Contacts

Tool for listing contacts associated with a specific vendor.

List Vendor Credits

Tool to list all vendor credits for all vendors of a business.

List Webhooks

Tool for listing all webhook subscriptions for the organization.

Options for Custom Accounting Field

Tool for listing options for a given accounting field.

Update Accounting Connection

Tool to update an accounting connection's settings.

Update Card

Tool to update a card's properties including owner, display name, and spending restrictions.

Update Custom Field Option

Tool to update a custom accounting field option.

Update General Ledger Account

Tool to update a general ledger account in Ramp.

Update Inventory Item Field

Tool to update the inventory item accounting field for a Ramp connection.

Upload Accounting GL Accounts

Tool to batch upload general ledger accounts to Ramp.

Create Accounting Connection

Tool to register a new API-based accounting connection between Ramp and an accounting provider.

Upload Accounting Vendors

Tool to batch upload vendors to Ramp for coding transactions, bills, and purchase orders.

Upload Inventory Item Options

Tool to upload inventory item options for an active inventory item accounting field.

Create Physical Card

Tool to create a physical card asynchronously.

Reactivate Accounting Connection

Tool to reactivate a previously unlinked accounting connection by changing its status back to linked.

Reactivate User

Tool to reactivate a suspended user in your Ramp organization.

Submit Reimbursement Receipt

Tool to upload a receipt for a reimbursement.

Suspend Card

Tool to suspend a card by creating an async task that locks the card from use.

Terminate Card

Tool to permanently terminate a Ramp card.

Update Custom Accounting Field

Tool to update a custom accounting field.

Update Accounting Inventory Item Option

Tool to update an inventory item option in Ramp's accounting system.

Update Accounting Tax Code

Tool to update tax code accounting field.

Update Accounting Tax Code Option

Tool to update a tax code option in Ramp.

Update Accounting Tax Rate

Tool to update an accounting tax rate in Ramp.

Update Accounting Vendor

Tool to update an accounting vendor in Ramp.

Update Card Spending Limit

Tool for updating spending limits on a card.

Update Department

Tool for updating an existing department in your Ramp organization.

Update Spending Limit

Tool to update a spending limit in Ramp.

Update User

Tool to update an existing user in your Ramp organization.

Upload New Options for Custom Accounting Field

Tool for uploading new options for a given accounting field.

Upload Tax Code Options

Tool to upload tax code options to Ramp.

Upload Accounting Tax Rates

Tool to batch upload tax rates to Ramp.

FAQ

Frequently asked questions

With a standalone Ramp MCP server, the agents and LLMs can only access a fixed set of Ramp tools tied to that server. However, with the Composio Tool Router, agents can dynamically load tools from Ramp and many other apps based on the task at hand, all through a single MCP endpoint.

Yes, you can. CrewAI fully supports MCP integration. You get structured tool calling, message history handling, and model orchestration while Tool Router takes care of discovering and serving the right Ramp tools.

Yes, absolutely. You can configure which Ramp scopes and actions are allowed when connecting your account to Composio. You can also bring your own OAuth credentials or API configuration so you keep full control over what the agent can do.

All sensitive data such as tokens, keys, and configuration is fully encrypted at rest and in transit. Composio is SOC 2 Type 2 compliant and follows strict security practices so your Ramp data and credentials are handled as safely as possible.

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