clear_table_filteruntrusted content
Remove one filter category from a visible table. If a call returns table_missing, table_hidden, or table_read_only, follow recovery_guidance and the live available_tables snapshot rather than repeating discovery or…
table_key: string, category_key: string
clear_table_filtersuntrusted content
Remove all user-applied filters from a visible table (locked filters are preserved). Sort, grouping, and columns are unchanged. If a call returns table_missing, table_hidden, or table_read_only, follow…
table_key: string
edit_procurement_reportuntrusted content
Edit sections of the live procurement report draft WITHOUT saving. Requires execution_id and expected_editor_revision from get_procurement_report_editor. Apply at most 20 edits per call; read again before each…
execution_id: string, expected_editor_revision: string, edits: array
get_current_page_contextread-onlyuntrusted content
Read the page the user is currently viewing in Ramp: path, title, route and drawer metadata (page descriptions, breadcrumbs, and search aliases when available), context_version, functional_client_tools, and any…
kinds: array?, ids: array?
get_form_schemaread-onlyuntrusted content
Read the schema of a form open on the user's screen: fields with labels, kinds, current values, validation errors, and selectable options (option tokens). A form is open ONLY when it is listed as a `form` surface in…
form_id: string?
get_procurement_report_editorread-onlyuntrusted content
Read the procurement report open in the fullscreen editor, including unsaved changes, section stable IDs, and editor_revision. Read before editing. The execution_id comes from the procurement_agent_report_editor page…
execution_id: string
get_skill_editor_stateread-onlyuntrusted content
Read the live state of the skill editor open on the user's screen: editor kind, name, description, read-only reference material, and the full document as markdown, including unsaved edits. Call this before editing so…
get_spend_program_editor_stateread-onlyuntrusted content
Read the live state of the spend program editor open on the user's screen: program shape, every settings section in the shape set_spend_program_settings accepts, the names and available choices behind referenced ids…
get_table_stateread-onlyuntrusted content
Get the current state of a visible table: active filters, sort, grouping, column order/visibility, plus the valid sort keys, group-by fields, and columns for this table. Call this before changing table config. Only…
table_key: string
group_tableuntrusted content
Group a visible table's rows by a field. Valid fields come from get_table_state availableGroupByFields. If a call returns table_missing, table_hidden, or table_read_only, follow recovery_guidance and the live…
table_key: string, field: string, order: string
list_page_tablesread-onlyuntrusted content
List the data tables mounted on the page the user is viewing, with their table keys, labels, and row counts. isVisible: false means the table is not currently rendered (on a hidden tab or collapsed section) — reading…
list_table_filter_optionsread-onlyuntrusted content
Search the available options for one listbox filter category (e.g. merchants, users, departments). Use before set_table_filter when the option set is not inline in list_table_filters. If a call returns table_missing…
table_key: string, category_key: string, query: string?
list_table_filtersread-onlyuntrusted content
List the filter categories available on a visible table: key, label, kind (listbox, date_range, currency, free_text, amount_form, locked), selection type, whether exclude is supported, inline options for closed sets…
table_key: string
navigate_to_policy_sectionuntrusted content
Open another section of this expense policy editor. Use when the user's request belongs to a different section than the one they are on. Opening a section starts that section's own assistant, so pass the user's…
section: string, handoff_message: string?
prepare_spend_program_workflow_edituntrusted content
Save current questions as a draft before using them in Blank Canvas workflow conditions. Requires expected_editor_revision from a fresh get_spend_program_editor_state read. Use form="request" for approval workflows…
form: string?, expected_editor_revision: string
read_table_rowsread-onlyuntrusted content
Read the rows currently displayed on the table page (current page only, visible columns only, values formatted the way the user sees them). Use this to answer questions about the data the user is looking at. Works on…
table_key: string, max_rows: integer?
reset_table_columnsuntrusted content
Reset a visible table's columns to their default visibility and order. If a call returns table_missing, table_hidden, or table_read_only, follow recovery_guidance and the live available_tables snapshot rather than…
table_key: string
reset_table_filtersuntrusted content
Reset a visible table's filters to their configured defaults — the same state as when the page first loads. If a call returns table_missing, table_hidden, or table_read_only, follow recovery_guidance and the live…
table_key: string
search_field_optionsread-onlyuntrusted content
Search the selectable options of a select or multiselect field on a form listed as a `form` surface in the current page context. Use this to resolve a real option token when the inline options in get_form_schema were…
form_id: string?, field_name: string, query: string
set_form_fieldsuntrusted content
Fill fields on a form open on the user's screen. Only usable when a `form` surface is listed in the current page context; read it first with get_form_schema. Values must match the field kind from get_form_schema…
form_id: string?, values: object
set_skill_editor_fieldsuntrusted content
Edit the skill editor open on the user's screen. Sets the name (when is_skill_name_editable), description, and/or replaces the document body markdown in the live editor WITHOUT saving. Content replaces require the…
skill_name: string?, description: string?, content_markdown: string?, expected_editor_revision: string?
set_spend_program_change_request_selectionuntrusted content
Set how change requests to approved requests are approved in the spend program editor open on the user's screen: reuse the approval workflow ("same-as-spend-request") or point at a dedicated Blank Canvas change…
selection: string, workflow_id: string?, draft_template_id: string?, expected_editor_revision: string
set_spend_program_intake_questionsuntrusted content
Create, name, rename, or remove request form sections and add, update, or remove custom questions in the spend program editor open on the user's screen WITHOUT saving. Requesting programs only. form selects the…
form: string?, operations: array, expected_editor_revision: string
set_spend_program_settingsuntrusted content
Edit settings of the spend program editor open on the user's screen WITHOUT saving. Send one or more complete sections as read from get_spend_program_editor_state with your changes applied; fields left out keep their…
identity: object?, access: object?, program_rules: object?, funds_settings: object?, purchase_order_settings: object?, default_questions: object?, approval_settings: object?, change_request_approval_settings: object?, expected_editor_revision: string
set_table_column_orderuntrusted content
Set the full display order of a visible table's columns. If a call returns table_missing, table_hidden, or table_read_only, follow recovery_guidance and the live available_tables snapshot rather than repeating…
table_key: string, column_order: array
set_table_column_visibilityuntrusted content
Show or hide one column on a visible table. If a call returns table_missing, table_hidden, or table_read_only, follow recovery_guidance and the live available_tables snapshot rather than repeating discovery or the…
table_key: string, column_key: string, visible: boolean
set_table_filteruntrusted content
Apply one filter to a visible, operable table. First call list_table_filters for this exact table_key and use its category_key and valueHint. For a listbox with searchable options, then call list_table_filter_options…
table_key: string, category_key: string, values: array?, start_date: string?, end_date: string?, last_period: object?, text: string?, min: number?, max: number?, exclude: boolean?
sort_tableuntrusted content
Sort a visible table by a field. Valid sort keys come from get_table_state; invalid keys return the valid set. If a call returns table_missing, table_hidden, or table_read_only, follow recovery_guidance and the live…
table_key: string, sort_key: string, direction: string
undo_table_changesuntrusted content
Undo everything this assistant changed on a visible table in this page visit, restoring the state before the first assistant change. Use when the user asks to undo or revert table changes. If a call returns…
table_key: string