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How to set up the Ramp MCP server

Configure Ramp MCP through the supported OAuth or service-credential path, finance-admin approval, and a dedicated least-privileged identity.
Tu Nguyen

Ramp manages corporate spend, cards, and finance workflows. Use Ramp OAuth for a user-delegated connection or an approved service credential for a named, least-privileged automation identity.

This guide prepares Ramp for an MCP client. The Ramp agent template is separate from Ramp-side authorization.

Choose a connection method

Choose OAuth when the connection should act for an approved Ramp user. Choose a service credential only when Ramp makes that option available for the organization's plan and a finance owner approves a shared integration. Ramp's authorization documentation describes the available OAuth setup.

Start with a dedicated Ramp test or least-privileged finance identity. Ask a Ramp administrator to approve the integration and its account/entity boundary before authorizing it.

  1. Register the OAuth/integration application in Ramp if the server requires client registration, using the exact callback URL supplied by the MCP client. For Dome, use https://api.domesystems.ai/oauth/callback.
  2. Request read-only transaction, card, or expense access for the initial setup.
  3. Complete any company-admin approval and authorize the dedicated identity.
  4. Read one known test expense or transaction.
  5. Confirm that payments, card controls, reimbursements, and unrelated entities are not available unless separately approved.

Alternative: Service credential

Where Ramp provides an API or service credential for your plan, issue it to a named integration owner, limit it to the necessary entities and scopes, and store it in secret storage. Rotate it when ownership or access requirements change.

  • Open Ramp's OAuth authorization documentation as the dedicated least-privileged identity.
  • Create a named credential for the intended test workspace, project, organization, or account—never reuse an owner or administrator credential.
  • Select the minimum scopes, repositories, projects, or resources the MCP server needs; begin read-only whenever the product supports it.
  • Copy the secret once into the MCP client's secret store, record its owner and rotation date, then test both an allowed record and a denied boundary.

Verify Ramp MCP

Use this checklist to confirm the MCP server is connected with the intended access.

  • Connect the MCP client using the newly created authorization.
  • Confirm that Ramp MCP tools are discovered.
  • Read one known test resource that the authorized identity is allowed to access.
  • Attempt to read a resource outside the approved Ramp boundary; it should be unavailable or denied.
  • Confirm that no write capability beyond the reviewed setup is available.

Troubleshooting

An authorization failure can be an organization integration-policy decision, not a client failure. Correct access with the finance administrator; do not use an owner credential as a general workaround.

Next steps

Deploy the Ramp agent template to create a governed agent in Dome that can work with the approved spend and finance boundary, with the template's included model, tools, and rules.

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