# Navan agent skills for Claude Code, Cursor and RevampKey

> Ready-made Navan playbooks for AI agents: analyse company spend in Navan, review flagged Navan transactions, check Navan spend against travel and expense policy. Free SKILL.md files for Claude Code, Cursor and Codex, or one click in RevampKey.

## Skills

- [Use Navan safely with AI](https://revampkey.com/marketplace/navan/skills/essentials.md): 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.
- [Analyse company spend in Navan](https://revampkey.com/marketplace/navan/skills/expense-spend-analysis.md): 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.
- [Review flagged Navan transactions](https://revampkey.com/marketplace/navan/skills/flagged-transaction-review.md): 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.
- [Check Navan spend against travel and expense policy](https://revampkey.com/marketplace/navan/skills/policy-compliance-check.md): 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.
- [Reconcile Navan receipts before month-end close](https://revampkey.com/marketplace/navan/skills/receipt-reconciliation.md): 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.

## Install

- RevampKey: connect Navan at https://revampkey.com/marketplace/navan; the skills come with it.
- Any Agent Skills tool, into the current project:

```bash
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
```

### 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.

MCP setup guide: https://revampkey.com/marketplace/navan.md