Navan agent skills for Claude Code, Cursor and RevampKey

5 ready-made playbooks that teach an AI agent how to do real Navan work: which tools to call, what to check first, and when to stop and ask you.

Download RevampKey, free I have it: connect Navan

Connect Navan once and all 5 skills install themselves and stay up to date. Mac, Windows and Linux.

All 5 Navan skills

Each skill is one job. You ask in plain words and the agent loads the skill that matches, then follows its steps.

Start hereAsks before writing14 Navan tools

Use Navan safely with AI

Gets your role, entity and period right before any Navan analysis, picks the matching admin, manager or user tools, and asks before changing any transaction.

Use it when

You want to look up or summarise spend in Navan and need the right scope.
A Navan query returns empty or blocked and you need to know why.
You are about to update a transaction or attach a receipt through the assistant.

Tools it uses

expense___admin_readUser
expense___user_attachReceiptToTransaction
expense___manager_searchTransactions
expense___manager_getTransactionDetails
expense___manager_updateTransaction
expense___admin_searchTransactions
expense___admin_getTransactionDetails
expense___admin_summarizeSpend
expense___admin_readUsers
expense___admin_readUserPolicy
expense___admin_updateTransaction
company___user_getHrAttributes
company___user_getHrAttributeValues
expense___admin_listSpendAnalysisOptions

Example

Show me Q1 spend for the Sales department in our EMEA entity, and check whether I have permission to see it.

Your role is Finance Admin for the EMEA entity, so I can see all Q1 transactions there. Sales spend totals 184,200 across 312 transactions. I searched January to March only and did not change anything. Let me know if you want the breakdown by vendor.

Use in RevampKeyRead the full skill →

Read-only3 Navan tools

Analyse company spend in Navan

Breaks down company spend by department, vendor, category and period, and explains what drove each change. It only reads data and never changes a transaction.

Use it when

You need a monthly or quarterly spend report for finance review
A department or vendor's spend has jumped and you want to know why
You want to see which categories or subscriptions account for most of the total

Tools it uses

expense___admin_listSpendAnalysisOptions
expense___admin_summarizeSpend
expense___admin_searchTransactions

Example

How did travel spend change this quarter compared with last, and which departments drove it?

Travel spend for Q2 was $412,300 across 286 transactions, up 14% on Q1. Most of the rise came from two long-haul trips by the Sales team in one week; excluding those, travel was flat. Engineering's software subscriptions were steady at $18,900 a month. Two transactions over $6,000 are listed for you to check, not as issues.

Use in RevampKeyRead the full skill →

Asks before writing9 Navan tools

Review flagged Navan transactions

Works through flagged and pending Navan transactions, explaining why each was flagged, which policy applies and who must approve it. It reads and recommends first and asks before changing any transaction.

Use it when

An approver wants to clear a queue of items waiting on them
A finance lead asks why a transaction was flagged
An employee needs to know what evidence an approver is missing

Tools it uses

expense___manager_searchTransactions
expense___manager_getTransactionDetails
expense___admin_searchTransactions
expense___admin_getTransactionDetails
expense___admin_getTransactionActivity
expense___admin_readUserPolicy
expense___manager_updateTransaction
expense___admin_updateTransaction
expense___user_attachReceiptToTransaction

Example

What's flagged and waiting on me this week? Oldest first.

You have 7 items waiting on you, 3 of them over two weeks old. The oldest is a $412 rideshare from March 3 flagged for a policy limit; the attached receipt shows a shared trip, so it looks like a judgement call. Two hotel charges look like false positives on a duplicate check, since they are different nights. I have not changed anything. Want me to list the approvals I'd make, and you confirm each?

Use in RevampKeyRead the full skill →

Asks before writing9 Navan tools

Check Navan spend against travel and expense policy

Tests a person's or team's Navan transactions against the written travel and expense policy, listing clear breaches with evidence and separating them from judgement calls. It reads data only and asks before changing anything.

Use it when

A finance lead asks which transactions broke the rideshare policy last quarter
A manager wants to check a team's flights against the cabin class rule
An auditor needs a policy review of hotel spend for one entity

Tools it uses

expense___admin_readUserPolicy
expense___admin_searchTransactions
expense___manager_searchTransactions
expense___admin_getTransactionDetails
expense___manager_getTransactionDetails
expense___admin_getTransactionActivity
expense___admin_updateTransaction
expense___manager_updateTransaction
expense___user_attachReceiptToTransaction

Example

Check Maya's travel from March against our policy and tell me which transactions are clear breaches.

I read the travel policy for Maya's role and tested her 14 March-to-31 March transactions against it. Three are clear breaches: two business-class flights under 6 hours, and one hotel charge of $1,180 for three nights, which is $393 per night against a $300 cap. Two more rideshare charges are probable breaches, since the trips were short and the policy allows rideshare only when no transit exists. I could not see the trip purpose for those two, so I left them open.

Use in RevampKeyRead the full skill →

Read-only5 Navan tools

Reconcile Navan receipts before month-end close

Matches Navan card transactions to their receipts for a chosen period, flags missing or mismatched receipts, and returns a clean outstanding list grouped by owner. It asks before attaching any receipt.

Use it when

You are closing the month and need to know which expenses still lack receipts.
A finance lead wants the outstanding receipts chased by cardholder.
You suspect OCR mismatches between receipts and card amounts.

Tools it uses

expense___admin_searchTransactions
expense___admin_getTransactionDetails
expense___admin_getTransactionReceiptOcr
expense___admin_getTransactionReceiptDownloadUrl
expense___user_attachReceiptToTransaction

Example

Which Navan transactions from last month still have no receipt, grouped by cardholder?

For March 2025 I checked 412 in-scope transactions. 389 have a readable receipt, 19 have no receipt and 4 have a receipt whose total differs from the card charge. The 19 missing ones sit with 6 cardholders, and 11 belong to one team. I have not attached anything; tell me which receipts to match and I will draft the attachments for your approval.

Use in RevampKeyRead the full skill →

Get all 5 without copying a file

RevampKey adds the skills when you connect Navan, updates them for you and removes them when you disconnect.

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How Navan skills work

Connect Navan
The Navan MCP server gives the agent its tools.
Ask in plain words
“How did travel spend change this quarter compared with last, and which departments drove it?” Each SKILL.md says when it applies, so only the one that fits is loaded.
Approve any change
The agent calls the tools in order, checks its work, and shows you any change before it makes it.

How to install Navan skills

In RevampKey the skills install themselves when you connect Navan. In other tools each skill is one folder with a SKILL.md file, and you also need the Navan MCP server connected there.

About 1 minute · nothing to copy

Download RevampKey for Mac, Windows or Linux and sign in.
Open Connectors and connect Navan. All 5 skills come with it and stay up to date; they go away when you remove the connector.
Ask in plain language, for example “How did travel spend change this quarter compared with last, and which departments drove it?”
Download RevampKeyConnect Navan · 1 click
Get RevampKey to connect Navan
RevampKey is a free desktop app for Mac, Windows and Linux. Install it, sign in, and Navan is one click away with its skills already attached.
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Not now? Use the skills in your current tool
for s in essentials expense-spend-analysis flagged-transaction-review policy-compliance-check receipt-reconciliation; do curl -fsSL --create-dirs -o .claude/skills/navan-$s/SKILL.md https://revampkey.com/marketplace/navan/skills/$s/SKILL.md done
Other tools

Into this project’s .claude/skills folder

Connect the Navan MCP server in Claude Code.

Run this in your project folder to add all 5 skills:

for s in essentials expense-spend-analysis flagged-transaction-review policy-compliance-check receipt-reconciliation; do
  curl -fsSL --create-dirs -o .claude/skills/navan-$s/SKILL.md https://revampkey.com/marketplace/navan/skills/$s/SKILL.md
done

Ask in plain language, for example “How did travel spend change this quarter compared with last, and which departments drove it?”

Into the shared .agents/skills folder

Connect the Navan MCP server in Cursor.

Run this in your project folder to add all 5 skills:

for s in essentials expense-spend-analysis flagged-transaction-review policy-compliance-check receipt-reconciliation; do
  curl -fsSL --create-dirs -o .agents/skills/navan-$s/SKILL.md https://revampkey.com/marketplace/navan/skills/$s/SKILL.md
done

Ask in plain language, for example “How did travel spend change this quarter compared with last, and which departments drove it?”

Into the shared .agents/skills folder

Connect the Navan MCP server in Codex.

Run this in your project folder to add all 5 skills:

for s in essentials expense-spend-analysis flagged-transaction-review policy-compliance-check receipt-reconciliation; do
  curl -fsSL --create-dirs -o .agents/skills/navan-$s/SKILL.md https://revampkey.com/marketplace/navan/skills/$s/SKILL.md
done

Ask in plain language, for example “How did travel spend change this quarter compared with last, and which departments drove it?”

Into the shared .agents/skills folder

Connect the Navan MCP server in VS Code.

Run this in your project folder to add all 5 skills:

for s in essentials expense-spend-analysis flagged-transaction-review policy-compliance-check receipt-reconciliation; do
  curl -fsSL --create-dirs -o .agents/skills/navan-$s/SKILL.md https://revampkey.com/marketplace/navan/skills/$s/SKILL.md
done

Ask in plain language, for example “How did travel spend change this quarter compared with last, and which departments drove it?”

RevampKey or copy the files?

In RevampKey

One click when you connect Navan
Updated for you when a skill improves
Removed when you disconnect
The MCP server is set up for you
800+ other connectors, same way

Download free

Copy into your project

One command per project
Run it again to get updates
You connect the Navan MCP server yourself
Works in Claude Code, Cursor, Codex and VS Code

See the command

Navan skills FAQ

What is a Navan agent skill?

A SKILL.md file: a short playbook an AI agent loads when your request matches it. Each Navan skill describes one job, which Navan tools to use in which order, what to check first and when to stop and ask you.

Do the Navan skills change anything on their own?

2 of the 5 only read. The others tell the agent to show you the change and wait for a yes before it creates, edits or deletes anything in Navan.

Which tools can use these skills?

Any agent that reads the open Agent Skills format: Claude Code, Cursor, Codex, VS Code with Copilot and RevampKey. In RevampKey they are attached when you connect Navan; elsewhere you copy the folders into your project or skills directory.

Do I need the Navan MCP server too?

Yes. The skills tell the agent how to do the work; the Navan MCP server gives it the tools to do it. The Navan MCP setup guide covers every client.

Navan MCP server setup · This page as Markdown

Put Navan’s best workflows in your agent

Download RevampKey, connect Navan and ask your first question in about a minute.

Download RevampKey Connect Navan · 1 click

All 5 Navan skills

Use Navan safely with AI

Use it when

Tools it uses

Analyse company spend in Navan

Use it when

Tools it uses

Review flagged Navan transactions

Use it when

Tools it uses

Check Navan spend against travel and expense policy

Use it when

Tools it uses

Reconcile Navan receipts before month-end close

Use it when

Tools it uses

Get all 5 without copying a file

How Navan skills work

How to install Navan skills

RevampKey or copy the files?

In RevampKey

Copy into your project

Navan skills FAQ

Put Navan’s best workflows in your agent

Skills for related tools