agentic-purchase: Скилл автоматизации покупок Ramp

--- name: agentic-purchase description: "Make purchases using Ramp agent cards via browser checkout, then complete all transaction requirements (memo, tracking categories, receipt, trip). Use when asked to buy something with an agent card, make a payment using Ramp, spend from a fund, complete missing transaction items, or test the agent card payment flow. Requires ramp CLI and browser-automation skill." --- # Agentic Purchase End-to-end agent card purchasing: pick a fund, get a payment token via `ramp` CLI, pay via browser, then fill all missing transaction items. ## Prerequisites - `ramp` CLI installed and authenticated (`ramp auth login`) - `browser-automation` skill available for browser checkout - Authenticated user has an eligible fund with agent card access ## CLI conventions - Pass `--agent` for machine-readable JSON output - Use positional arguments where supported (e.g., `ramp funds creds <fund_id> <ref_id>`) - Use `--json` for complex payloads (e.g., `ramp transactions edit`) ## Phase 1: Payment ### Step 1 — Pick a fund ```bash ramp funds list --agent ``` Select a fund where: - `available_balance` covers the purchase amount - `currency` matches the merchant - `allowed_merchants` / `allowed_categories` permit the purchase (empty = unrestricted) ### Step 2 — Get payment token ```bash ramp funds creds --agent "<fund_id>" --amount "45.00" --currency_code "USD" --merchant_name "Children's Hunger Fund" --merchant_url "https://childrenshungerfund.org" --merchant_country_code "US" ``` Returns `pan`, `cvv`, `expiration_month`, `expiration_year`. **Key behaviors:** - Each call returns a **fresh CVV** — get creds immediately before checkout - Tokens are **single-use** - Funds are **reusable** across multiple calls ### Step 3 — Pay via browser Load the `browser-automation` skill, then: 1. Open merchant site: ```bash cd ~/.pw-agent && ./pw open "https://merchant.com/donate" ``` 2. Navigate to checkout / donation page 3. Take a snapshot to find form fields: ```bash ./pw snapshot SNAPSHOT=$(ls -t .playwright-cli/*.yml | head -1) grep -iE "card|number|name|expir|cvv|cvc|amount|donate" "$SNAPSHOT" | head -20 ``` 4. Fill payment form: ```bash ./pw fill <card_number_ref> "<pan>" ./pw fill <name_ref> "<cardholder_name>" ./pw fill <expiry_ref> "<MM/YY>" ./pw fill <cvv_ref> "<cvv>" ``` 5. If the merchant has saved cards, click "Add a new card" first 6. Submit the payment: ```bash ./pw click <submit_ref> ``` 7. Take a screenshot to confirm success: ```bash ./pw screenshot ``` **Tip:** If the donation/checkout page has an amount field, fill it before the card details. Some sites validate amount first. ## Phase 2: Complete transaction Digital merchants (donations, SaaS) post transactions **within seconds**. Physical merchants may take minutes to hours. ### Step 4 — Find the transaction ```bash ramp transactions list --agent --transactions_to_retrieve my_transactions --page_size 5 --details_to_include_in_response submitted_items ``` Match by amount + merchant name to find the transaction `id`. ### Step 5 — Check missing items ```bash ramp transactions missing --agent "<transaction_id>" ``` ### Step 6 — Fill missing items #### Memo Use AI suggestions when available: ```bash ramp transactions memo-suggestions --agent "<transaction_id>" ``` Then set the memo: ```bash ramp transactions edit --agent "<transaction_id>" --memo "Donation to Children's Hunger Fund" --user_submitted_fields memo ``` #### Tracking categories First, list required categories: ```bash ramp accounting categories --agent --transaction_uuid "<transaction_id>" ``` Then look up options for each category: ```bash ramp accounting category-options --agent "<category_uuid>" --transaction_uuid "<transaction_id>" --query_string "search term" --page_size 10 ``` Set categories via `--json` for batch updates: ```bash ramp transactions edit --agent --json '{ "transaction_uuid": "<transaction_id>", "tracking_category_selections": [ {"category_uuid": "<cat_id>", "option_selection": "<option_uuid>"} ], "user_submitted_fields": ["tracking_category_selections"] }' ``` **When you don't know what to fill:** Do not guess. Look up available options, present 3-5 best matches to the user, and ask them to pick. #### Trip For travel-related transactions: ```bash ramp transactions trips --agent ``` Then assign: ```bash ramp transactions edit --agent --json '{ "transaction_uuid": "<transaction_id>", "trip_selection": {"trip_uuid": "<trip_uuid>"}, "user_submitted_fields": ["trip_selection"] }' ``` Not travel-related: ```bash ramp transactions edit --agent --json '{ "transaction_uuid": "<transaction_id>", "trip_selection": {"mark_not_part_of_trip": true}, "user_submitted_fields": ["trip_selection"] }' ``` #### Receipt **Upload a receipt from file (e.g., screenshot of confirmation page):** ```bash ramp receipts upload --agent --filename "receipt.png" --content_type "image/png" --file_content_base64 "$(base64 < /path/to/receipt.png)" --transaction_uuid "<transaction_id>" ``` **Attach an existing receipt:** ```bash ramp receipts attach --agent "<receipt_uuid>" "<transaction_id>" ``` **No receipt — provide reason:** ```bash ramp transactions explain-missing --agent "<transaction_id>" --reason "Online donation — no receipt issued" ``` **No receipt — flag as missing:** ```bash ramp transactions flag-missing --agent "<transaction_id>" ``` **Pro tip:** After a successful browser checkout, take a screenshot of the confirmation page, save it, and upload it as the receipt. This covers the receipt requirement automatically. ### Step 7 — Verify completion ```bash ramp transactions missing --agent "<transaction_id>" ``` Confirm all items resolved: `missing_receipt: false`, `missing_memo: false`, `missing_accounting_items: []`. ## Error handling | Error | Action | | ------------------------------------ | ---------------------------------------------------------------------------- | | Fund not eligible / no eligible card | Pick a different fund | | Insufficient balance | Pick a fund with more balance | | Credential retrieval failed | Retry once, then try a different fund | | 401 / token expired | Re-authenticate: `ramp auth login` | | Transaction not found after payment | Wait 30s and retry `transactions list` — some merchants have delayed posting | ### Tips - Each `funds creds` call generates a fresh CVV. If you need to retry a checkout, call `creds` again first. - Prefer merchants with single-page checkout forms over multi-step embedded widgets. - Some merchants have minimum transaction amounts — check before attempting small purchases. ## Workflow summary ``` funds list → pick fund → funds creds → get PAN/CVV → browser: open merchant → fill payment → submit → transactions list → find txn → transactions missing → check gaps → transactions edit (memo, categories, trip) → receipts upload (confirmation screenshot) → transactions missing → verify clean ```