How to connect a Ramp MCP with Codex (4 steps)

Merge's platform allows companies to efficiently connect AI tools like OpenAI's Codex to various systems, such as Ramp, using the Merge Agent Handler. This integration simplifies the process of building applications that require real-time data access, such as financial reconciliations, by allowing Codex to interact directly with Ramp's API. The Merge CLI facilitates this connection by managing OAuth credentials and providing scoped access, ensuring security and control over data usage. This setup helps Codex generate accurate code by accessing real transaction and GL structures, thereby avoiding the pitfalls of working with assumed data shapes. Additionally, Merge provides centralized control for organizations to manage access, enforce data policies, and audit tool usage, making it a robust solution for integrating AI with sensitive financial data.

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