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Agent skill

Ramp Migration Deep Dive

by jeremylongshore in jeremylongshore/tons-of-skills-marketplace

Plan and execute a controlled migration from a legacy expense or card platform to Ramp with identity, spend-control, open-item, and accounting reconciliation.

MITAuto-check passedBusiness, Finance & HR

Install Ramp Migration Deep Dive

skills CLI
$ npx skills add jeremylongshore/tons-of-skills-marketplace --skill ramp-migration-deep-dive -a claude-code

Project install by default; add -g for ~/.claude/skills/.

GitHub CLI
$ gh skill install jeremylongshore/tons-of-skills-marketplace ramp-migration-deep-dive --agent claude-code

Project scope by default; add --scope user for a personal install. Needs GitHub CLI 2.90.0 or later (public preview).

Manual copy
$ git clone --depth 1 https://github.com/jeremylongshore/tons-of-skills-marketplace.git skills-src && mkdir -p .claude/skills && cp -r skills-src/skills/.curated/ramp-migration-deep-dive .claude/skills/ramp-migration-deep-dive && rm -rf skills-src

Use ~/.claude/skills/ instead of .claude/skills for a personal install. The folder must contain SKILL.md.

Claude Code skills documentation · loads skills from .claude/skills/

Facts

Skill name
ramp-migration-deep-dive
GitHub stars
2.8k
Token cost
~1.3k tokens
SKILL.md length
580 words
Files
2 (incl. references)
Skills in repo
3,342
Repo updated
First seen
Licence
MIT

At a glance

Plan and execute a controlled migration from a legacy expense or card platform to Ramp with identity, spend-control, open-item, and accounting reconciliation.

  • Works in 5 steps: Inventory legacy tenants/entities,… → Create a signed semantic mapping for… → Build sandbox fixtures for normal,… → …
  • An enterprise cutover requires parallel run and rollback
  • SKILL.md covers Overview, Prerequisites, Current Contract and Instructions, plus 7 more sections
  • Instructions only: no scripts, shell commands, URLs or credentials in SKILL.md

What it does

Ramp Migration Deep Dive is an agent skill from jeremylongshore/tons-of-skills-marketplace. Plan and execute a controlled migration from a legacy expense or card platform to Ramp with identity, spend-control, open-item, and accounting reconciliation. Use when an enterprise cutover requires parallel run and rollback. Trigger with "migrate to Ramp" or "Ramp cutover plan".

Its SKILL.md is about 1.3k tokens, which your agent loads only when the skill is triggered. The skill folder holds 2 other files, including reference files (for example `references/official-docs.md`). Compatibility notes: Requires current Ramp Developer API documentation and approved access for any live financial, card, identity, accounting, application, or configuration change

It sits in Business, Finance & HR, covering Accounting and bookkeeping. The repository describes itself as: Model-agnostic agent-skills platform with a harness-free canonical layer, verified adapters, and the ccpi package manager. Explore at tonsofskills.com. The licence is MIT.

When your agent uses it

  • An enterprise cutover requires parallel run and rollback
  • With migrate to Ramp
  • Ramp cutover plan

Example prompts

  • “migrate to Ramp”
  • “Ramp cutover plan”
  • “/ramp-migration-deep-dive”

Requirements

  • Compatibility (from SKILL.md): Requires current Ramp Developer API documentation and approved access for any live financial, card, identity, accounting, application, or configuration change
  • Pre-approved tools (allowed-tools): Read, Glob, Grep, Write, Edit

Workflow steps

5 steps, taken from the first numbered list in SKILL.md.

  1. Inventory legacy tenants/entities, users, roles, cards, limits, policies, vendors, open expenses, bills, reimbursements, receipts…
  2. Create a signed semantic mapping for each object and state, including unsupported values, money/currency conversion, ownership…
  3. Build sandbox fixtures for normal, boundary, duplicate, missing-owner, invalid-currency, closed-period, and rollback cases; validate…
  4. Migrate one entity or department cohort, run parallel read/reconciliation, and hold card or accounting writes until users, controls…
  5. Cut over with frozen checkpoints and named authority, reconcile open and late-arriving items through financial close, then revoke legacy…

What it can do on your machine

Read from SKILL.md and the folder at commit cfae287. It shows what the files ask for, not the result of running them.

  • Tool permissions

    Pre-approves these tools, so the agent can use them without asking each time:

    • Read
    • Glob
    • Grep
    • Write
    • Edit

    From allowed-tools in the SKILL.md frontmatter.

  • Runs code

    No scripts in the folder and no shell commands in SKILL.md.

    From the folder's file list and the shell code blocks in SKILL.md.

  • Network

    No URLs in SKILL.md.

    From URLs in SKILL.md, links to its own repository left out.

  • Credentials

    Names no API keys, tokens, secrets or passwords.

    From names ending in _API_KEY, _TOKEN, _SECRET, _KEY or _PASSWORD in SKILL.md.

  • Compatibility

    Requires current Ramp Developer API documentation and approved access for any live financial, card, identity, accounting, application, or configuration change

    From compatibility in the SKILL.md frontmatter.

Context cost

Ramp Migration Deep Dive loads about 1.3k tokens when it runs, and up to ~1.5k if it reads all its reference files. Until then it costs about 76 tokens; SKILL.md has 580 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it
~76
When it runs · the whole SKILL.md, loaded when a task matches
~1.3k
With references · SKILL.md plus every file in references/, read only if the agent opens them
~1.5k

Estimates: characters ÷ 4, the usual rule of thumb; real counts depend on the model's tokenizer. Scripts and assets cost tokens only if the agent reads them.

Safety

Auto-check passed

The automated check found no risky patterns in SKILL.md.

Automated static check — not a guarantee. Review scripts before installing. It scans the text of SKILL.md for risky patterns (piping downloads into a shell, reading credential files, hidden Unicode, destructive commands); files beside SKILL.md are not scanned.

SKILL.md

The full file from jeremylongshore/tons-of-skills-marketplace at commit cfae287, republished under its MIT licence (© jeremylongshore). 580 words, ~1,329 tokens.

Download SKILL.mdSave it as .claude/skills/ramp-migration-deep-dive/SKILL.md (or your agent's skills folder). This skill also uses 1 other file; get the full folder from GitHub.
name
ramp-migration-deep-dive
description
Plan and execute a controlled migration from a legacy expense or card platform to Ramp with identity, spend-control, open-item, and accounting reconciliation. Use when an enterprise cutover requires parallel run and rollback. Trigger with "migrate to Ramp" or "Ramp cutover plan".
allowed-tools
Read, Glob, Grep, Write, Edit
compatibility
Requires current Ramp Developer API documentation and approved access for any live financial, card, identity, accounting, application, or configuration change
version
2.0.0
argument-hint
[integration-or-environment]
model
inherit
effort
high
author
Jeremy Longshore <jeremy@intentsolutions.io>
license
MIT
tags
saas, ramp, migration, cutover, reconciliation

Legacy Expense Platform to Ramp Migration

Overview

Treat the migration as a sequence of independently reconciled cohorts, not a bulk import. Map business meaning before identifiers, keep legacy and Ramp authority explicit during coexistence, and retire the old platform only after financial close.

Prerequisites

  • Identify the Ramp application, environment, business entities, affected data and workflows, accountable owner, and rollback boundary.
  • Read references/official-docs.md and re-check endpoint schemas, scopes, limits, and support status before a live operation.
  • Use synthetic fixtures or Ramp sandbox until production access and business effects are explicitly approved.
  • Prepare approved secret storage and a sanitized evidence location.

Current Contract

  • Ramp users, entities, funds, cards, transactions, bills, reimbursements, vendors, and accounting objects have distinct relationships and endpoint contracts.
  • Current virtual-card authority is fund-backed and governed through spend controls; legacy card abstractions should not be mapped one-to-one without review.
  • Accounting connections distinguish Ramp identifiers from ERP remote identifiers and require explicit sync receipts.
  • Webhook coverage and incremental filters vary by object, so migration reconciliation cannot depend on one universal change feed.

Instructions

  1. Inventory legacy tenants/entities, users, roles, cards, limits, policies, vendors, open expenses, bills, reimbursements, receipts, accounting mappings, integrations, and retention duties.

  2. Create a signed semantic mapping for each object and state, including unsupported values, money/currency conversion, ownership, destination ID, and disposition.

  3. Build sandbox fixtures for normal, boundary, duplicate, missing-owner, invalid-currency, closed-period, and rollback cases; validate against current Ramp schemas.

  4. Migrate one entity or department cohort, run parallel read/reconciliation, and hold card or accounting writes until users, controls, balances, and mappings are approved.

  5. Cut over with frozen checkpoints and named authority, reconcile open and late-arriving items through financial close, then revoke legacy access under retention policy.

Tool Discipline

  • Use Glob to locate candidate code, manifests, fixtures, and evidence without widening scope.
  • Use Grep to find relevant endpoints, fields, permissions, identifiers, errors, and stale assumptions.
  • Use Read to inspect the smallest required local files and authoritative evidence.
  • Use Write only for a new approved local draft, test, configuration, or evidence artifact.
  • Use Edit only for a bounded approved change with a known rollback.
  • Local file tools do not authorize a Ramp operation or replace owner approval.
Show full SKILL.md (220 more words)Show less

Approval Boundaries

Business and finance owners approve semantic mappings and cutover; security/privacy approve identity and data movement; accounting approves balances, mappings, and final close.

Output

A source inventory, semantic map, cohort plan, exception ledger, ID crosswalk, sandbox proof, parallel-run reconciliation, cutover/rollback record, and retirement evidence.

Error Handling

ConditionResponse
A legacy state has no Ramp equivalentQuarantine it with an owner and explicit transform, manual handling, or no-migrate decision.
A user or entity mapping is ambiguousStop the cohort; do not assign spend authority by name similarity.
Late transactions arrive after cutoverApply the frozen coexistence rule, migrate or settle once, and reconcile both systems through close.

Examples

Example 1

Migrate one subsidiary's users and recurring software cards into approved Funds while keeping the legacy issuer read-only for late settlement.

Example 2

Move open reimbursements and vendor mappings, reconcile ERP references, and retire the old export only after period close.

Validation

  • Every source record has one destination, exception, or approved retirement disposition.
  • Identity, entity, currency, amount, and accounting mappings reconcile independently.
  • No spend authority or production write is enabled before approval.
  • Rollback and coexistence cover late, duplicated, and in-flight records.

Resources

  • Official documentation and contract notes
  • Re-check the dated contract and current OpenAPI schema before any live request.
  • Treat unresolved vendor behavior, authority, or financial state as a stop condition.

© jeremylongshore, MIT. Rendered from Markdown: HTML in the file is shown as text, images as links, and headings moved down two levels. Raw file

Files

SKILL.md and 1 other file (references) in skills/.curated/ramp-migration-deep-dive of jeremylongshore/tons-of-skills-marketplace.

  • SKILL.md
  • references/official-docs.md

Open the folder on GitHubat commit cfae287

Compare with similar skills

Ramp Migration Deep Dive next to the 5 skills that share the most tags, products or categories with it. Stars are the repository's; “used in” counts other GitHub owners with a copy.

Ramp Migration Deep Dive compared with similar skills
SkillStarsUsed inTokensAuto-checkLicenceRepo updated
Ramp Migration Deep Dive this skilljeremylongshore/tons-of-skills-marketplace2.8k—~1.3kAutomated safety check: PassMIT
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Radiology Tablehuang-sir1/radiology-skills1.9k—~1.3kAutomated safety check: PassCustom licence
ERPClaw ERP Controlleravansaber/erpclaw116—~18kAutomated safety check: PassGPL-3.0
Odoo Agency Fleet Reviewerpipe-org/mcp-odoo421—~699Automated safety check: PassMIT
Beancount Closebex-co/beancount-io297—~1.4kAutomated safety check: PassMIT

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Categories

Questions about Ramp Migration Deep Dive

What does Ramp Migration Deep Dive do?

Plan and execute a controlled migration from a legacy expense or card platform to Ramp with identity, spend-control, open-item, and accounting reconciliation. Ramp Migration Deep Dive is an agent skill from jeremylongshore/tons-of-skills-marketplace. Plan and execute a controlled migration from a legacy expense or card platform to Ramp with identity, spend-control, open-item, and accounting reconciliation.

When should I use Ramp Migration Deep Dive?

Ramp Migration Deep Dive fits situations like: an enterprise cutover requires parallel run and rollback; with migrate to Ramp; ramp cutover plan.

How do I install Ramp Migration Deep Dive in Claude Code?

Run `npx skills add jeremylongshore/tons-of-skills-marketplace --skill ramp-migration-deep-dive -a claude-code`. Or copy the skill folder (skills/.curated/ramp-migration-deep-dive in jeremylongshore/tons-of-skills-marketplace) into .claude/skills/ramp-migration-deep-dive in your project. Claude Code loads it when a task matches its description.

How do I install Ramp Migration Deep Dive in Codex?

Run `npx skills add jeremylongshore/tons-of-skills-marketplace --skill ramp-migration-deep-dive -a codex`. Or copy the skill folder (skills/.curated/ramp-migration-deep-dive in jeremylongshore/tons-of-skills-marketplace) into .agents/skills/ramp-migration-deep-dive in your project. Codex loads it when a task matches its description.

Can I use Ramp Migration Deep Dive in Cursor, Gemini CLI or GitHub Copilot?

Cursor, Gemini CLI, GitHub Copilot and OpenCode also load SKILL.md folders. With the skills CLI, run `npx skills add jeremylongshore/tons-of-skills-marketplace --skill ramp-migration-deep-dive -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/ramp-migration-deep-dive, .gemini/skills/ramp-migration-deep-dive, .github/skills/ramp-migration-deep-dive and .opencode/skills/ramp-migration-deep-dive in your project.

What does Ramp Migration Deep Dive need to run?

SKILL.md names no scripts, command-line tools or credentials: Ramp Migration Deep Dive is instructions for the agent only. Its frontmatter pre-approves these tools: Read, Glob, Grep, Write, Edit. Compatibility (from SKILL.md): Requires current Ramp Developer API documentation and approved access for any live financial, card, identity, accounting, application, or configuration change.

Does Ramp Migration Deep Dive access the network?

SKILL.md contains no URLs. Any network use would come from the scripts or tools the agent runs. This is read from the text; nothing was executed.

Is Ramp Migration Deep Dive safe to install?

Our automated static check of SKILL.md found no risky patterns, such as piping downloads into a shell, reading credential files or hidden Unicode. It is not a guarantee. Review the folder before installing.

What licence does Ramp Migration Deep Dive use?

Ramp Migration Deep Dive is published under the MIT licence (declared in SKILL.md). It allows redistribution, so the full SKILL.md is shown on this page.

How many tokens does Ramp Migration Deep Dive use?

About 1.3k tokens (SKILL.md is roughly 5.3k characters). Agents keep only the skill's name and description in context until a task matches; then they load SKILL.md in full. Its references folder adds about 213 tokens, read only when the agent opens those files.

What are the alternatives to Ramp Migration Deep Dive?

Skills that share tags, products or a category with Ramp Migration Deep Dive: Sync Upstream (nyaruka/phonenumbers, 1.6k stars), Radiology Table (huang-sir1/radiology-skills, 1.9k stars), ERPClaw ERP Controller (avansaber/erpclaw, 116 stars) and Odoo Agency Fleet Review (erpipe-org/mcp-odoo, 421 stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.

Who maintains Ramp Migration Deep Dive?

jeremylongshore (a GitHub user) maintains it in jeremylongshore/tons-of-skills-marketplace, which has 2,827 GitHub stars. The repository holds 3,342 skills in this directory. The repository was last updated on October 10, 2026.

Source: jeremylongshore/tons-of-skills-marketplace on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.