Skill UI

This skill guides users through optimizing corporate travel spending using the Navan platform. It covers analyzing historical booking data via REST API, configuring granular travel policies (flight/hotel caps), enforcing negotiated rates, tracking unused travel credits, and utilizing the Rewards program to maximize savings and ensure compliance for corporate expense management.

This skill provides a comprehensive guide for deploying Navan's connections to major enterprise platforms, including ERP systems (NetSuite, Xero), HRIS (Workday), and Identity Providers (Okta, Azure AD). It covers best practices for expense sync, user provisioning (SCIM), and Single Sign-On (SAML/OIDC) using APIs and admin configurations, ensuring secure and accurate data flow across disparate business systems.

This skill provides an advanced guide for configuring robust enterprise governance within Navan. Administrators can define granular role hierarchies (e.g., Global Admin, Department Manager), establish department-specific travel policies (such as max hotel rates or preferred chains), and implement multi-tier, automated approval workflows. Use this when establishing strict policy enforcement and complex approval chains for a large, regulated organization.

This skill provides comprehensive management for Navan organizational entities, including users, departments, cost centers, and approval chains. It supports user lifecycle management via SCIM 2.0 provisioning (integrating with Okta, Entra ID) and enables detailed auditing of user access and structural compliance. Essential for large organizations managing complex travel policies and identities.

A structured playbook for diagnosing and resolving critical disruptions within the Navan travel platform. It guides users through severity classification (P1-P4), utilizing built-in AI assistants (Ava), and performing essential API health checks using tools like curl and jq. This runbook ensures a systematic approach to handling failures related to bookings, OAuth tokens, and expense syncing, minimizing downtime and providing clear escalation paths.

This comprehensive guide establishes a structured local development environment for integrating with the Navan API. Since Navan does not provide a sandbox, this workflow is crucial for minimizing calls to the production API. It implements token caching to persist access tokens, detailed request logging for debugging, and mock fixtures to allow for reliable, safe offline testing during the development cycle.

This comprehensive playbook provides an end-to-end guide for migrating from legacy Travel Management Systems (like SAP Concur or other TMCs) to Navan. It covers critical phases including data inventory, user provisioning (via SCIM/API), manual policy recreation, parallel system running, and the final cutover checklist. Use this guide for planning and executing complex travel system migrations.

Designed to handle API integrations for services like Navan that lack a dedicated sandbox environment. This skill implements robust environment isolation (Development, Staging, Production) using separate OAuth credentials, advanced environment variable management, and a local development proxy/mock server. It ensures that development, testing, and CI/CD processes can run safely without modifying live production data.

This skill provides advanced architectural patterns for optimizing high-volume integrations with the Navan API. It addresses common bottlenecks like rate limiting, sequential calls, and naive pagination by implementing robust solutions such as data-type-specific response caching, controlled parallel fetching with concurrency throttling, efficient cursor-based pagination, and HTTP connection reuse. Use this when building scalable, reliable, and high-throughput systems.

A comprehensive checklist for validating the operational readiness of any Navan API integration before deployment to a live production environment. This guide covers critical areas including credential security (rotation, secret management), robust error handling, rate limit strategies, Single Sign-On (SSO) setup, data synchronization, and compliance auditing (PCI DSS, GDPR). Use this when ensuring mission-critical API stability.

Use this guide when designing a robust, production-grade integration with the Navan API. It details a multi-layered architectural blueprint, including an API Gateway for rate limiting and circuit breaking, a centralized OAuth Token Management Service, secure data synchronization pipelines, and comprehensive monitoring stacks. Ideal for complex enterprise systems requiring reliable connectivity to travel and expense data.

Build a robust, typed API wrapper for Navan's REST endpoints, compensating for the lack of an official SDK. This pattern provides automated OAuth 2.0 token lifecycle management, built-in retry logic (for rate limiting and service downtime), and structured error handling, ensuring reliable, type-safe API interactions in production environments.