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Ramp financial data controls v1.0.0

Use this resource to control how Ramp financial data is collected and kept

New

  • 371 downloads
  • 180 likes
  • 197 saves

Free

Install with the CLI

In a terminal, from the folder you want:

npx --yes palatekit@latest install ramp-financial-data-controls

With no option, the skill goes to ~/.agents/skills/; add --agent claude-code (or codex, cursor…) to target an agent.

First time: connect the CLI with

npx --yes palatekit@latest login

The agent limits collected data to what is needed and keeps card details out of your systems through Ramp's Embedded Cards where possible. It sets redaction, retention and deletion rules for transactions, receipts and user data. You get a verifiable data policy.

Mostly picked by

Updated November 2, 2026

Card for the “Ramp financial data controls” skill

Details

Works in
Install guides
Generates with
Your agent's model
Licence
MIT

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What you get

  • SKILL.md: data classes and retention and access rules
  • references/official-docs.md: official Ramp documentation consulted

Good fit for

  • Your tool stores Ramp transactions in an internal database
  • You need to design logs and support bundles

Not for

    Tags

    • ramp
    • financial data
    • retention
    • privacy

    About

    You say

    “Define what our app may keep from Ramp transactions and for how long.”

    Card for the “Ramp financial data controls” skill

    Skill published by Jeremy Longshore <jeremy@intentsolutions.io> under the MIT license, delivered in its original version.

    Show more

    How to use it

    1. Install the skill in your agent's skills folder
    2. Ask your agent to control how Ramp financial data is collected and kept
    3. Review and adjust the result

    Content preview

    Files

    • LICENSE1.1 KB
    • NOTICE-PALATEKIT.md0.5 KB
    • references/official-docs.md0.8 KB
    • SKILL.md5.1 KB

    Origin and licence

    Listed unmodified

    Author
    Jeremy Longshore <jeremy@intentsolutions.io>
    Source
    github.com/jeremylongshore/tons-of-skills-marketplace/tree/ab85a061f7bcc039dac13ee193de7a4cd4388571/skills/.curated/ramp-data-handling
    Licence
    MIT

    Notice

    « ramp-data-handling » (Jeremy Longshore <jeremy@intentsolutions.io>, MIT) livré dans sa version d'origine : fiche en français et en anglais par PalateKit.

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