Skill v1.0.1

version: "1.0.1" name: vendor-document-upload description: |- Upload vendor documents such as W-9/W-8 tax forms, contracts, COIs, payment instructions, and onboarding paperwork, then check bulk upload OCR and matching status. Use when: 'upload a W9', 'attach a vendor contract', 'bulk upload supplier docs', 'check vendor document status', 'upload a COI for a vendor'. Do NOT use for card transaction receipts (use receipt-compliance) or bill invoice attachments (use bills commands).

Non-Negotiables

• Pass `--rationale` on every command — it is a required field on these agent-tools (a non-empty string, max 1024 chars). With --json, supply it as a "rationale" key in the body. Omitting it returns HTTP 422 (DEVELOPER_INVALID_SCHEMA), in both agent and human modes.
• Never attach a document to a vendor_uuid unless the user has confirmed the vendor and document category.
• If the vendor identity is uncertain, omit --vendor_uuid and let Ramp's matching/triage flow handle it.
• Always run -n/--dry_run before uploading when using a known vendor_uuid.
• Vendor document file contents must be base64-encoded.
• CLI request flags use snake_case, for example --document_category and --file_content_base64.
• Prefer --agent when checking bulk status so counts and per-document fields are easy to parse reliably.

Workflow

Mode 1: Attach one document to a known vendor

Use this when the user gives both a file path and the target vendor UUID.

# Base64 encode the file
base64 -i /path/to/acme-w9.pdf | tr -d '\n'
 
# Dry run first
ramp vendors attach-document \
  --vendor_uuid "vnd_123" \
  --filename "acme-w9.pdf" \
  --content_type "application/pdf" \
  --file_content_base64 "{base64_string}" \
  --document_category W9 \
  --dry_run --rationale "Upload the vendor document"
 
# If the request body is correct, upload for real
ramp vendors attach-document \
  --vendor_uuid "vnd_123" \
  --filename "acme-w9.pdf" \
  --content_type "application/pdf" \
  --file_content_base64 "{base64_string}" \
  --document_category W9 --rationale "Upload the vendor document"

The upload response includes:

• document_uuid
• vendor_uuid
• document_category
• original_filename
• document_url (temporary download URL, when available)

Mode 2: Upload one document into vendor matching/triage

Use this when the user has a file but not a trustworthy vendor UUID yet.

ramp vendors attach-document \
  --filename "acme-contract.pdf" \
  --content_type "application/pdf" \
  --file_content_base64 "{base64_string}" \
  --document_category VENDOR_CONTRACT --rationale "Upload the vendor document"

If vendor_uuid is omitted in the response, tell the user the document was uploaded into the matching flow and may need review in Ramp.

Mode 3: Bulk upload many vendor documents

documents is a complex array, so use --json for the request body.

ramp vendors bulk-upload \
  --dry_run \
  --json '{
    "rationale": "Bulk upload vendor documents",
    "documents": [
      {
        "filename": "acme-w9.pdf",
        "content_type": "application/pdf",
        "file_content_base64": "{base64_w9}"
      },
      {
        "filename": "acme-coi.pdf",
        "content_type": "application/pdf",
        "file_content_base64": "{base64_coi}"
      }
    ],
    "vendor_uuid": "vnd_123"
  }'

If the dry run is correct, repeat without --dry_run. The response returns batch_id, upload_job_uuid, and document_count.

If the user does not have a single confirmed vendor UUID for all files, omit vendor_uuid so each document enters bulk triage.

Mode 4: Check bulk upload status

Poll the batch until OCR/matching has finished or attention is needed:

ramp --agent vendors bulk-upload-status "batch_123"

Useful filters:

# Only W-form documents
ramp --agent vendors bulk-upload-status "batch_123" --is_w_document
 
# Exclude W-form documents
ramp --agent vendors bulk-upload-status "batch_123" --no-is_w_document

Summarize these response fields for the user:

• upload_job.status, upload_job.status_reason, and upload_job.is_terminal
• document_count
• matched_document_count
• unmatched_document_count
• documents_with_running_ocr_count
• documents_needing_attention_count
• review_required

For each document that needs attention, include original_filename, document_category, needs_attention, matched vendor name/UUID if present, vendor_match_score, and W-form OCR details (is_likely_w8, is_likely_w9, tax_details) when available.

Document Category Reference

Use the narrowest category that matches the file:

If the category is ambiguous, ask the user before uploading. Do not guess between legal, tax, and payment document categories.

MIME Type Reference

How to Present Results

For a single upload, confirm the filename, category, attachment target, and returned document_uuid:

Uploaded acme-w9.pdf as W9 and attached it to vendor vnd_123.
Document UUID: doc_456

For a bulk batch, lead with job progress and whether manual review is still required:

Batch batch_123
Status: SUCCEEDED - all documents processed
Matched: 8 / 10
Needs review: 2
 
Needs attention
  acme-w9.pdf     W9               Acme Corp (score 0.92)
  wire-info.pdf   PAYMENT_INSTRUCTIONS   no vendor match

When NOT to Use

• Uploading receipts to transactions or reimbursements - use receipt-compliance.
• Editing transaction memo/category/fund metadata - use transaction-cleanup.
• Approving bills, transactions, requests, or reimbursements - use approval-dashboard.
• Retrieving invoice attachments from a submitted bill - use ramp bills attachments.

Gotchas